Guest Speakers

Chief Executive Officer and Co-Founder, Turtle Creek Asset Management, Toronto, ON, Canada

Mr. Brenton is the CEO and a co-founder of Turtle Creek Asset Management, a Toronto-based independent investment management firm that invests in publically listed equities. Turtle Creek is focused on long term capital growth for a clientele of high net worth individuals, families and institutions and has an exceptional 15 year investment track record. Previously, Mr. Brenton founded and was the CEO of the private equity subsidiary of The Bank of Nova Scotia where he invested $300 million in control positions of a dozen Canadian mid-market private companies. In the early 1990’s, Mr. Brenton was head of the high technology investment banking practice of Scotia Capital and prior to that, he was a founding member and Managing Director in the firm’s mergers and acquisitions practice. Mr. Brenton joined McLeod Young Weir (the predecessor to Scotia Capital) in 1984. Mr. Brenton received his MBA from the Richard Ivey School of Business (University of Western Ontario) in 1984 and his B.Sc. from Mount Allison University in 1980.

www.turtlecreek.ca

Past Presentation

Seminar on Value Investing and the Search for Value (2015)
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President and CEO, PenderFund Capital Management Ltd., Vancouver, BC, Canada

Mr. Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds: the Pender Small Cap Opportunities Fund, launched in June 2009 (now closed); the Pender Value Fund, launched in July 2013; and the Pender Select Ideas Fund, launched in September 2014. In November 2015, the Pender Small Cap Opportunities Fund won a Lipper Fund Award 2015 for Best Canadian Small/Mid Cap Equity Fund over both three and five year performance periods. In November 2016, the Fund once again won a Lipper Award, for Best Canadian Focused Small/Mid Cap Equity Fund over both three and five year periods. David has over 15 years of investment experience. He initially worked in private equity which gives him a unique background to investing capital. At the end of 2007 he became a partner at PenderFund Capital Management Ltd. and was appointed Chief Investment Officer with the objective of launching Pender’s mutual fund business. In April 2016, David was appointed President and CEO of Pender upon the retirement of Kelly Edmison. Mr. Barr holds a Bachelor of Science degree from the University of British Columbia and an MBA from the Schulich School of Business. He earned his Chartered Financial Analyst (CFA) designation in 2003 and is an active member of the Vancouver chapter. He is a past President of CFA Vancouver, having also served on its Board of Directors for four years. David is a regular guest on BNN’s Business Day program and has been interviewed for his opinions on small cap, the technology sector and value investing by the Financial Post, The Globe & Mail and other media. In December 2012, David was recognized as one of British Columbia’s “Top Forty Under 40” business leaders by Business in Vancouver.

www.penderfund.com

Past Presentation

Seminar on Value Investing and the Search for Value (2018)
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Founder and President, Chou Associates Management Inc., Toronto, ON, Canada 

Mr. Chou is the President of the Toronto-based Chou Associates Management Inc. Mr. Chou, a CFA, ended his formal education at Grade 12. While working as a technician for a phone company in 1981, he started an investment club that would later become the Associates fund. Mr. Chou has operated two of the country’s most successful funds, Chou Associates Fund and Chou RRSP fund, for the last 20 years. In 2005, the Canadian Investment Award named him the fund manager of the decade. His approach is to “find bargains and maintain discipline; if you cannot find bargains stay in cash”. Currently (2012), Mr. Chou manages more than $650 million for investors in his firm and runs the best performing bond fund in North America according to a Wall Street Journal article. The financial media have extensively covered Francis’ style, performance and character over the years. A media article on Francis can be read here.

www.choufunds.com/associates.html

Past Presentations

Virtual Seminar on Value Investing and the Search for Value (2021)

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Seminar on Value Investing and the Search for Value (2016)

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Seminar on Value Investing and the Search for Value (2013)

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Founder and Chief Investment Officer, Ewing Morris & Co Investment Partners, Toronto, ON, Canada

Mr. Ewing founded Ewing Morris & Co. Investment Partners in June 2011. Ewing Morris is a value-driven investment firm focused on small/mid cap North American companies and invests across capital structures. John serves as Chief Investment Officer and manages the firm’s flagship Opportunities Fund. Prior to Ewing Morris, John was Vice President and Director of Research at Burgundy Asset Management. John graduated with distinction from the University of Guelph in 2005 with an Honours Bachelor of Science in Engineering degree and a Minor in Business Administration. He won the President’s Trophy as Guelph’s top student-athlete in 2005 and has completed the Investment Management Workshop at Harvard Business School.

www.ewingmorris.com

Past Presentation

Seminar on Value Investing and the Search for Value (2019)
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Chief Investment Officer, Allianz European Reliance, Athens, Greece

Mr. Konstantinidis is the Chief Investment Officer and a member of the Executive Committee at Allianz European Reliance Insurance, a subsidiary of Allianz. He also chairs FICO, the investment committee of Allianz European Reliance Insurance, and leads the Board of Directors for Allianz Asset Management, a subsidiary asset management company. From 2005 to 2023, he was the CEO and CIO of European Reliance Asset Management, where he also chaired the Investment Committee of European Reliance Insurance. Additionally, he served on the board of Alter Ego, a facility management company and subsidiary of the insurance group. Mr. Konstantinidis holds a B.Sc. in Business Administration from Boston University School of Management, graduating Magna Cum Laude. He also earned an M.Sc. in Finance from Boston College’s Carroll Graduate School of Management and an Executive M.B.A. from London Business School.

https://www.allianz.com.gr/el

Past Presentation

Value Investing Class (2021)
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Chief Executive Officer and Chief Investment Officer, 3K Investment Partners, Athens, Greece 

Mr. Koufopoulos is the Founding Partner of 3K Investments since the Management Buy Out of ING Investment Management Greece by 3K. He is Chairman of the Board, CEO & CIO of 3K Investment Partners. He has over 20 years of professional experience in the financial sector. He received BA in Mathematics from the University of Athens and an MBA in International Banking & Finance of Birmingham University. He is inspired by the American economist and entrepreneur, Warren Buffet, while his business model in terms of structure, activities and results is 3G Capital. Additionally, he is a marathon runner.

3kip.gr

Past Presentation

Value Investing Class (2023)
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Founder and President, Patient Capital Management Inc., Toronto, ON, Canada

Mr. Maida has been in the investment industry since 1987. Prior to founding Patient Capital Management Inc. he held portfolio management positions at Trimark Financial Corp., Hamblin Watsa Investment Counsel and the Ontario Municipal Employee Retirement System (OMERS). Vito has managed a broad number of mandates including high net worth individuals, institutional pension plans and mutual funds. He has developed a reputation as a leading proponent of value investing in Canada. Vito received his MBA from the Ivey Business School (1987) and his B.B.A. from Wilfrid Laurier (1983). He graduated on the Dean’s List from both Wilfred Laurier and the University of Western Ontario. He was awarded the Chartered Financial Analyst’s designation in 1990. Vito is a member of the CFA Institute and the Toronto CFA Society.

www.patientcapital.com

Past Presentation

Seminar on Value Investing and the Search for Value (2016)
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Founder, President & Chief Investment Officer, GreensKeeper Asset Management Inc., Oakville, ON, Canada

Mr. McCloskey founded GreensKeeper Asset Management in 2010 and has more than 27 years of industry experience. He started his career as a lawyer at Aird & Berlis LLP and became a partner four years after joining the firm. His legal career focused on the areas of Corporate Finance and M&A. Michael then joined Sprott Securities (now Cormark Securities) as an investment banker and partner of the firm. He participated in the management-led buyout of the firm from its founder Eric Sprott. At Cormark he led numerous IPOs, debt and equity financings, takeover bids and M&A advisory assignments. Before practising law, Michael earned a B.Sc. (Honours), Mathematics from the University of Western Ontario and also graduated with joint graduate degrees in law and business: J.D., Osgoode Hall Law School / M.B.A. (Honours), Schulich School of Business, York University. Michael is an Ironman finisher, an avid golfer, and a voracious reader. Michael and his wife Marie France live in Lorne Park, Mississauga with their two daughters.

www.greenskeeper.ca

Seminar on Value Investing and the Search for Value (2023)
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Senior Vice-President & Chief Investment Officer, Empire Life Investments, Toronto, ON, Canada

Ms. Morphet, CFA is Senior Vice-President & Chief Investment Officer of Empire Life Investments. Prior to joining Empire Life in 2009, Gaelen was First Vice-President, Canadian Equities with CIBC Global Asset Management from 2002 to 2009, Senior Vice President at Merrill Lynch Investment Managers from 1999 to 2002 and Partner & Senior Portfolio Manager with AMI Partners Inc from 1996 to 1999. Ms Morphet began her career in 1984 at investment firm, McLeod Young Weir, following which she spent a decade with Scotia Investment Management as Senior Portfolio Manager heading up Canadian Equities. Throughout her 28 year career in the investment management industry Ms. Morphet has proven herself as a superior investment professional. She is a Chartered Financial analyst and a graduate of The University of Western Ontario. Ms. Morphet is a Trustee for the Art Gallery of Ontario and Chairman of the Investment Committee. She serves as a Trustee for the Ontario Science Centre, is a Director of the Ontario Arts Foundation and is a member of the Advisory Board for the Kingsett Real Estate Income Fund. Gaelen is a former Governor of the North York General Hospital Foundation.

www.empire.ca

Past Presentation

Seminar on Value Investing and the Search for Value (2014)
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Chief Investment Officer & Partner, Blue Dome Capital, Athens, Greece

Mr. George N. Satlas is a graduate of the Department of Mechanical Engineering of the National Technical University of Athens and holds an MBA with a specialization in finance from the University of Strathclyde. He possesses several years of experience in the financial sector, having dealt with an extremely wide range of principalsin the fields of investment and real estate management. He has been a high-ranking executive in subsidiaries of all four systemic Greek banks, managing investment funds for several years, where he has distinguished himself by constantly being at the top tier rankings based on their returns, collecting a series of performance awards. Among other things, he held the position of Chief Investment Officer at the Greek Postal Savings Bank Mutual Fund Management company,succeeding in a tenfold increase ofthe funds under management amid a severe financial and political crisis for Greece. Consequently, he served as Deputy Head of Institutional Investors Investment management at Eurobank Asset Management, from 2015 to 2017. From 2017 to 2019 he served as the Chief Investment, Strategy and Technology Officer at Piraeus Real Estate S.A. From 2019 to September 2021, he was the Chief Investment Officer of the Hellenic Corporation of Assets and Participations (HCAP). Currently, he is CIO and Partner of Blue Dome Capital, a venture capital active in Deep Tech and Biotech, mainly in Central and Southeastern Europe area. Mr. Satlas is certified Portfolio Manager from HCMC and Derivative trader from Athens Stock Exchange.

Past Presentation

Value Investing Class (2022)
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Chairman and Chief Executive Officer, Stacey Muirhead Capital Management, Waterloo, ON, Canada

Mr. Stacey is the founder of Stacey Muirhead Capital Management Ltd. Jeff has almost 35 years of investment industry experience. Jeff has an Honours Bachelor of Business Administration degree from Wilfrid Laurier University and is a Chartered Financial Analyst. He is an Advisory Board Member of the student managed Ivey Value Fund at the University of Western Ontario. He is also an Advisory Board Member of the student managed School of Accounting and Finance Investment Fund at the University of Waterloo and a member of the Board of Trustees of Parkminster United Church. Past experience includes serving as a member of the Finance and Investment Committee at the University of Waterloo, the Dean’s Advisory Council at the Wilfrid Laurier University School of Business and Economics. He is also a former director of Rainmaker Entertainment Inc. and previously served on the Board of Trustees and Investment Management Committee at the University of Guelph.

www.staceymuirhead.com

Past Presentation

Seminar on Value Investing and the Search for Value (2023)
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Seminar on Value Investing and the Search for Value (2022)
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Seminar on Value Investing and the Search for Value (2018)
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General Partner, Greenlea Lane Capital Partners, LP, New York, NY, USA

Mr. Tarasoff is the general partner of Greenlea Lane Capital Partners, LP, a private investment partnership he founded in 2006. Josh graduated from Duke University in 2001 with a degree in philosophy. He has worked at Goldman Sachs and holds an MBA from Columbia Business School.

www.greenlealane.com

Past Presentation

Seminar on Value Investing and the Search for Value (2017)
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