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Previous Speakers

2010 Presenters and Topics: (Los Angeles)

Dave Gold, Founder & Chairman, 99¢ Only Stores
Topic: Turning 99 Cents Into a Billion Dollars

Jeff Matthews, Author, Blogger, & Founder, Ram Partners 

Topic: What I Learned Writing a Book About Warren Buffett

 

Lauren Templeton, Author, Founder & President, Lauren Templeton Capital Mgmt
Topic: Investing the Templeton Way

 

Seng Hock Tan, CEO, Aegis Portfolio Mgrs [Asia]
Topic: Value Investing in Asia

 

Scott Phillips, Author, Port Mgr & Head of Research, Lauren Templeton Capital Mgmt

Topic: Buying at the Point of Maximum Pessimism

                       

Pat Dorsey, Author, CFA & Dir of Equity Analysis, Morningstar
Topic: Management and the Moat

Tom Russo, Partner, Gardner Russo & Gardner

Topic: "Global Value Investing"

Timothy Vick, Author & Sr Portfolio Mgr, Sanibel Captiva Trust
Topic: Life After Buffett: New Strategies for Duplicating Berkshire's Returns

Robert Hagstrom, Author & Portfolio Mgr, Legg Mason Growth Trust
Topic: Who's Afraid of a Sideways Market

 

Francois Rochon, Founder & CIO, Giverny Capital [Canada] 
Topic: The Art of Investing

 

2009 Presenters and Topics: (Los Angeles)

 Presenters and Topics:

Robert Cialdini, Professor & NYT Best Selling Author, Yes!: 50 Scientifically Proven Ways to Be Persuasive, 
Topic: "Influence Under Times of Uncertainty"  

Barnett Helzberg, Former Chairman & CEO, Helzberg Diamonds, Founder & Chairman, Helzberg Entrepreneurial Mentoring Program
Topic: "What I Learned Before I Sold to Warren Buffett"

 

Hendrik Leber, Managing Director, Acatis
Topic: "How to Value a Business"  

 

Paul Larson, Equity Strategist & Editor, Morningstar Stock Investor 
Topic: "Four Ways To Upgrade in the Bear Market"

 

Peter Lindmark, Managing Partner, Lindmark Capital

Topic: "When Macro Matters"

 

Charles Mizrahi, Managing Partner, CGM Partners Fund LP, Author, Editor, Hidden Value Alert

Topic: "If Buffett Were You, What Would He Do?"

 

Larry Coats, President & CEO, co-manager Oak Value

Topic: "Haystacks Full of Needles: Finding Good Businesses"

 

Tom Russo, Partner, Gardner Russo & Gardner

Topic: "Global Value"

 

George Athanassakos, Professor & Director, Ben Graham Centre for Value Investing, Univ of Western Ontario

Topic: "Do Value Investors Add Value? Searching For and Finding Value"

 

Charlie Tian, Founder & Director of Research, Guru Focus
Topic: "What Worked in the Market from 1998 - 2008: Undervalued Predictable Companies"

 

Robert Miles, Author & Conference Organizer
Topic: "Portrait of a Disciplined Investor: Beating the S&P 500 by 6.8% Annually For 25 Years"

2008 Presenters and Topics: (Frankfurt)

 Presenters and Topics:

Robert Miles, Author & Conference Organizer & Host [USA]
Topic: "The Warren Buffett Manager: Making Investments In The Right Partner"

Hendrik Leber, Managing Director, Acatis [EUR]
Topic: "How to Value a Business"

Patrick Dorsey, Author & Director of Equity Research, Morningstar [USA]
Topic: "Using Economic Moats to Improve Investment Returns"

Alexis Eisenhofer, Founder & Director, ATACAMA Capital [EUR]
Topic: "Criteria for Selecting Stocks With Substance: Consider the Value Premium and Value Timing"

Prof. Max Otte: Author, Professor & Director of Center for Value Investing [EUR]
 Topic: "The Fallacy of Growth and How to Test for Franchises"

Glen Arnold: Author & Professor [EUR]
Topic: "Valuegrowth Investing: How To Become a Disciplined Investor" Read Interview

David Pastel, Founder & CIO, Pastel & Associés [EUR]
Topic: "Margins of Safety: The Concept with a Thousand Faces. How We, at Pastel & Associés, Apply This Powerful Tool in Today's Public Markets"

Robert Vinall, Managing Dir, RV Capital [EUR]
Topic: "Pitfalls Every Value Investor Should Avoid"

2008 Presenters and Topics: (Los Angeles)

Al Ueltschi, Founder & Chairman, FlightSafety, Warren Buffett CEO
Topic: "Building a Business Warren Buffett Would Buy: The Story of FlightSafety" watch video interview 

Todd Green, Portfolio Manager, First Manhattan [USA]
Topic: "Reflections on 25 Years of Investing"

Tom Russo, Partner, Gardner, Russo & Gardner [USA]
Topic: "Be Right Once"

Janet Lowe, Author, Warren Buffett Speaks, Damn Right: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger, Value Investing Made Easy
Topic: "Benjamin Graham on Value Investing: Lessons from the Dean of Wall Street"

Piet Viljoen, Portfolio Manager, RE-CM [South Africa]
Topic: "Compounding: Your Only Friend in the Investing World"

Justin Fuller, CFA, Stock Analyst, Morningstar [USA]
Topic: "Morningstar's Ultimate Stock Picker's Portfolio"

Guy Spier, Principal, Aquamarine Capital Mgmt [USA]
Topic: "Applying Value Investing Outside the USA"

Charles Mizrahi, Managing Partner, CGM Prtrs Fund LP, Author, Getting Started in Value Investing & Editor, Hidden Values Alert  [USA]
Topic: "How To Loose A Million Dollars Investing in Stocks"

Megh Manseta, Investor, Manseta Family Office [India]
Topic: "Buffett Munger Principles in Emerging Markets: An Indian Perspective"

New Best Value Investment Idea Roundtable featuring presentations by:

Special Tour: Conference attendees visited a wholly owned Berkshire Hathaway subsidiary, FlightSafety and toured $350 million worth of flight simulators. Some attendees actually flew the same corporate jet simulators used to train NetJets pilots.

2007 Presenters and Topics: (Cape Town, South Africa)

Robert Miles, Author, Conference Organizer & Host [USA]
Topic: "The Genius of Warren Buffett: The Science of Investing and the Art of Managing"

Jannie Mouton, Executive Chairman, PSG Group
Topic: "The Lessons I Have Learnt From Warren Buffett"

Fred J. Robertson, Deputy Chairman & Co-Founder, Brimstone
Topic: "Beyond Risk and Return: The Case for Ethical Investments"

David Shapiro, Fund Manager, Sasfin Twenty Ten Fund
Topic: "Warren Buffett Common Sense Investing: Ignoring the World of Charts, Spreadsheets and Mathematical Driven Trading"

Piet Viljoen, Portfolio Manager, RE-CM
Topic: "Compounding: Your Only Friend in the Investing World"

Kokkie Kooyman, Fund Mgr & Head Global Financial Services, Sanlam Topic: "Value Investing Versus Growth Investing"

2007 Presenters and Topics: (Bonn, Germany)

Norman Rentrop, [Host/Translator] Founder, VNR Publishing [Germany]

 

Robert Miles, Author & Conference Organizer [USA]
Topic: "The Genius of Warren Buffett: The Science of Investing and the Art of Managing

"Topic: "Warren Buffett Wealth: Principles and Practical Methods Used by the World's Greatest Investor"

 

Pat Dorsey, Author, CFA & Dir of Equity Analysis, Morningstar [USA]
Topic: "Durable Competitive Advantages: Using Economic Moats To Improve Investment Returns"

Topic: "Market Inefficiencies: Where the Enterprising Value Investor Finds Investment Opportunities"

 

Timothy Vick, Author & Sr Portfolio Mgr, Sanibel Captiva Trust [USA]
Topic: "The Future of Money Management" 

Topic: "Can Warren Buffett's Returns Be Duplicated?"

 

Kristel Kivinum-Priisalm, Managing Partner, Avaron [Eastern Europe]
Topic: "Value Investing in Emerging Europe: Why Five Minutes Spent With Management Matter"

 

2007 Presenters and Topics: (Sydney, Australia)

Robert Miles, Conference Host, Author of Warren Buffett CEO [USA]

 

Chris Mackay, Chief Investment Officer, Magellan Financial Group [Australia]

"Magellan's Focused Approach to the Rational Allocation of Capital"

 

David Paradice, Fund Manager, Paradice Investment  [Australia]

"Investing in Small Caps"

 

Carmel Fisher, Managing Director, Fisher Funds [New Zealand]
"Investing Opportunities In-Between the Lines of Growth and Value"

 

Wayne Peters, Chief Investment Officer, Peters MacGregor Capital Mgmt [Australia]

"Finding Value Stocks Outside Australia"

 

Geoff Wilson, Chairman, Wilson Asset Management [Australia]

"How We Select Stocks"

 

2007 Presenters and Topics: (Los Angeles, CA)

Al Ueltschi, Founder & Chairman, FlightSafety, Warren Buffett CEO 
"Perfect Vision: The History and Future of Aviation" watch video interview 

Wally Weitz, Founder & President, Weitz Funds
"With Friends Like These....Management Matters"

Bethany McLean, Author & Fortune Magazine Journalist
"The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron"

Dr. Alexis Eisenhofer, Founder & Director, ATACAMA Capital
"The Value Premium Puzzle"

Timothy Vick, Author & Senior Portfolio Mgr, Sanibel Captiva Trust
"The Future of Money Management: Can Warren Buffett's Returns Be Duplicated?"

Pat Dorsey, Author, CFA & Director of Equity Analysis, Morningstar
"Durable Competitive Advantages: Using Economic Moats To Improve Investment Returns"

Mohnish Pabrai, Author, Founder & Partner, Pabrai Funds
"The Dhandho Investor: The Low Risk Value Method to High Returns"

Randy Cepuch, Author, Financial Journalist
"A Weekend with Warren Buffett and Other Shareholder Meeting Adventures"

2006 Presenters and Topics:

Stephan Howard, CEO, Hermes Focus Asset Mgmt Europe [Europe]
Topic: "Unlocking Value Propositions Through Shareholder Engagement - A European Experience"

Jeff Auxier, Founder and CEO, Auxier Asset Management [USA]
Topic: "Managing Money On a Farm: You Can't Get Any Further From Wall Street"

Tom Russo, Partner, Gardner, Russo & Gardner [USA]
Topic: "Global Value Investing"

Hendrik Leber, Founder and Chief Investment Officer, Acatis [Europe]
Topic: "Value Investing - The Facts: What Academic Research Tells Us About Value, Growth and Momentum Investing"

Seng Hock Tan, CEO, Aegis Portfolio Mgrs [Asia]
Topic: "Can the Buffett/Munger Investment Approach Be Effectively Employed in Asian Markets?"

François Rochon, Founder and CIO, Giverny Capital [Canada] 
Topic: "The ART of Investing"

Bill Child, Buffett CEO and Chairman, R.C. Willey Home Furnishings
Topic: "What I Learned About Business AFTER I Sold To Warren Buffett"

2005 Presenters and Topics:

Robert Cialdini, Professor and Author, Influence: Psychology of Persuasion
Topic: "Influence: The Ultimate Power Tool"

Arnie Wood, Founder, CEO and President, Martingale Asset
Topic: "Group Investment Decisions: Why They DON’T Add Value"

Mitch Julis, Founder, Canyon Capital, Author Beyond Graham and Dodd
Topic: “Beyond Graham & Dodd: A Multi-Asset, Multi-Strategy Approach to Value Investing”

Jeff Bronchick, Chief Investment Officer and Principal, Reed Conner Birdwell
Topic: "Value Investing and Winston Churchill"

Eric Flamholtz, Professor, Corporate Director and Author, Growing Pains 
Topic: “6 Invisible Keys To Organization and Financial Success”

2004 Presenters and Topics:

Wayne Peters, money manager, "The Institutional Imperative: Lessons Learned from AustralAsia"
Whitney Tilson, "Applying Behavioral Finance to Value Investing the Warren Buffett Way"
Peter Low, Managing Director, Griswold Co "4 Decades on the Floor of the NYSE"
Michael Shearn, money manager, "Qualitative: Assessing the Quality of Management"
Hendrik Leber, money manager, "Owner Earnings: Are They Warren Buffett's Secret Formula?" 
Janet Lowe, author of over 20 books including Ben Graham on Value Investing; Warren Buffett Speaks; and Damn Right! The Story of Charlie Munger  "A Trio of Great Investors: Common Characteristics and Trading Practices of Ben Graham, Warren Buffett and Charlie Munger"
Henry Asher, money manager, "I Was Snow White But I Drifted – How a Value Manager Strayed From Graham and Doddsville"
Ed Barr, money manager, "What Charlie Munger has Taught Me About Investing and Life"
Brad Comp, CPA "Beyond the Lemonade Stand: Teaching Children About Investing" 
Peter Bevelin, Swedish author, Seeking Wisdom: From Darwin to Munger
Roland Schank, Graham Buffett Book Collector, shares his collection updated list
Mark Holloway, investment manager, "The story of meeting Ben Graham"
Bob Miles, author, Warren Buffett Wealth: Principles and Practical Methods Used By the World's Greatest Investor

Enjoy a summary and an audio recording of the 2004 LA Value Investor Conference.
Enjoy a summary and an audio recording of the 2003 Graham Buffett Book Conference.


For more information on this conference or others, to suggest a seminar topic or presenter, to offer to present a topic or to register, send an email

Presenters and attendees represent as many as 6 different continents making this conference a very unique global gathering.
Transcript Available

Click to download Tom Russo's Keynote address from the 2006 Value Investor Conference

 
Dr. Hendrik Leber
“I very much enjoy meeting and networking with similar minded investors from around the world who share the same
opinions. The value community is a small but determined community. I learn a lot by meeting
them and  exchanging opinions and ideas with them.”

 

Dr. Hendrik Leber

Founder, Acatis

Frankfurt, Germany

 
Orbis International
“On behalf of the entire ORBIS team, I want to thank all the attendees of the 2007 Value Investor Conference in Los Angeles for raising $8,500 in much needed funds for ORBIS. We were thrilled to learn that 100% of the proceeds from the auctioning of the FlightSafety simulator rides and sale of A.L. Ueltschi’s book is being directed to ORBIS to carry out our sight saving mission via the Flying Eye Hospital and various land-based projects. This generous amount will go a long way toward making a real difference in the lives of people in some of the most under served regions of our world.

I invite you all to visit the ORBIS website www.orbis.org for regular updates on our work.  The Flying Eye Hospital occasionally visits the U.S. for maintenance and tours—I would be happy to keep you posted on tour opportunities as they arise.     

Thank you again, your efforts helped bring much needed attention to the staggering problem of avoidable blindness in the world and ORBIS’s work to remedy the situation.”

Stephanie Mohr Director,         Donor Relations
Australia and New Zealand Value Investor Conference ended their day long event with a Sydney Boatshare auction helping raise $6,150 for The Cancer Council Queensland in memory of Wayne Peters' father, Adrian Robert Peters.
Charity money raised: over $20.000 Project Orbis in honor of Al Ueltschi.
  • $8,500 (2007) 
  • $5,500 (2008)
  • $1,535 (2009)
  • $4,535 (2010) 

Plus $6,150 for The Cancer Council Queensland in memory of Wayne Peters' father, Adrian Robert Peters.

Over $26,000 Total Raised for Worldwide Charities
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