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: “Value Seekers vs Value Creators: The Two Sides of Value Investing”
In his opening remarks, among other things, Dr. Athanassakos expressed his frustration with academics who have paid little attention to value investing and stock picking over the years and thus lack a basic understanding of what value investing is. As Dr. Athanassakos explained, one misunderstanding perpetuated by academics is the idea that value investing is only about a particular style of investing. But it is not. Value investing is also about corporate finance. In fact, value investing incorporates two points of view, one is that of an investor (the value seeker) and the other that of a CEO (the value creator). Then Dr. Athanassakos went on to discuss his research into how to identify good capital allocator (i.e., good investor) CEOs. Dr. Athanassakos covers these concepts in great depth in his recently published book “Value Investing: From Theory to Practice”.
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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 Athanassakos, Founder & Managing Director, Ben Graham Centre for Value Investing, Ivey Business School, Western University, London, Ontario, Canada
Topic: “Value vs Growth Investing and the Future of Stock Prices”
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Value Investor Session
Presenter: Andrew Brenton, Chief Executive Officer, Turtle Creek Asset Management, Toronto, Ontario, Canada
Topic: “A Better Kind of Private Equity”
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Presenter: Kim Shannon, Founder & Co-Chief Investment Officer, Sionna Investment Managers, Toronto, Ontario, Canada
Topic: “Macro Value Investing: Lessons from History- Navigating this Changing Market Environment”
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Presenter: Panagiotis Antonopoulos, Vice Chairman & Chief Executive Officer, Alpha Asset Management, Athens, Greece
Topic: “The Case of Alpha Global Allocation Fund”
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Presenter: Ronald Chan, Chief Investment Officer, Chartwell Capital Limited, Hong Kong
Topic: “The GBA Dream: From Vision to Reality”
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Presenter: Alex Grispos, Investment Director, Ruffer LLP, London, UK
Topic: “Investing with Margin of Safety – Betting on People”
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Presenter: Julian Harper, Chief Investment Officer, Tico Capital Management, London, UK
Topic: “Investing in Times of Crisis: The Case of Greece”
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Presenter: David Mayer-Heinisch, Founder & Chief Investment Manager, Life Tree Asset Management, Vienna, Austria
Topic: “Decoding Value in the Artificial Intelligence Age: The Journey of Human-Machine Collaboration in Investment Wisdom”
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