The Ben Graham Centre for Value Investing (Europe) in collaboration with the Greek Centre for Value Investing held its 2nd European Value Investing Conference on October 7, 2022 at the Bodosakeion Megaro, Athens, Greece.

The mission of the Conference was to promote the tenets of value investing as pioneered by Benjamin Graham, to expose Conference participants to the various value investing methods used by practitioners, and to encourage and support academic research and study in the area of value investing.

The Conference provided a forum to explain, discuss and debate the principles, practices and various applications of value investing from a global context with emphasis on the European markets.

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Conference Organizer and Chair

George Athanassakos, Founder & Managing Director, Ben Graham Centre for Value Investing, Ivey Business School and Greek Centre for Value Investing
Topic: “What they will not teach you at the University”

In his opening remarks, among other things, Dr. Athanassakos contrasted Risk Management under Modern Portfolio Theory and Value Investing and highlighted the key differences between what is taught at the University and what is espoused by Value Investors. Dr. Athanassakos said that he covers these concepts in great depth in his recently published book “Value Investing: From Theory to Practice”.

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Dr. Athanassakos was delighted to welcome as keynote speaker at the Conference Mr. George Chryssikos, Vice Chairman of Eurobank Group, who talked about the Grivallia story and gave attendees  an in-depth view of the Greek financial markets. Then he proudly welcomed the panel of professional value investors (Jan Hummel; Pavel Begun; John Zolidis; Nicolas Sheuermann; Nigel Waller; Alejandro Muñoz and George Koufopoulos) who spoke about value investing around the world, with emphasis on European Value Investing.

In his closing remarks, Dr. Athanassakos thanked all speakers, generous sponsors and contributors and expressed his gratitude to all those who attended from all over the world.

Keynote Speaker

Presenter: George Chryssikos, Vice Chairman, Non-Executive Director of the BoD, Eurobank Group, Athens, Greece
Topic:  “The Grivalia Story”

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Value Investor Session

Presenter: Jan Hummel, Chief Investment Officer & Founder, Paradigm Capital AG, Grünwald, Germany
Topic:  “Value Investing with a Portfolio Risk Management Approach”

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Presenter: Pavel Begun, Co-Founder & Managing Partner, 3G Capital Management LLC., Toronto, ON, Canada
Topic: “Value Investing in Global Context – Lessons Learned…and Unlearned”

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Presenter: John Zolidis, Founder and President, Quo Vadis Capital Inc., Paris, France
Topic: “Three Conflicts For Value Investors — Schrodinger’s Cat, The Penrose Heuristic & The Birmingham Screwdriver”

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Presenter: Nicolas Scheuermann, Founder and Managing Director, Scheuermann & Co. AG, Zurich, Switzerland
Topic: “Some Perspective on Value Investing History and Process”

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Presenter: Nigel Waller, Chief Executive Officer, Chief Investment Officer and Portfolio Manager, Oldfield Partners LLP, London, UK
Topic: “Oldfield Partners: A Classic Contrarian Approach to Value”

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Presenter: Alejandro Muñoz, Founding Partner, Equam Global Value, Madrid, Spain
Topic: “Public to Private Transactions: The Link between Value Investing and Private Equity”

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Presenter: George Koufopoulos, Chief Executive Officer and Chief Investment Officer, 3K  Investment Partners, Athens, Greece
Topic: “Valuable People and Value Investing”

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2nd European Value Investing Conference Photo Gallery

Opening Remarks

 

Keynote Speaker

Value Investor Session Panel 1

 

Value Investor Session Panel 2

We would like to thank Eurobank S.A. and Eurolife  FFH for their generous support that allowed the establishment of the Greek Centre for Value Investing and for supporting the centre’s activities.