LA 2008 Agenda (updated
Apr 25, 2008)
Monday, May 5, 2008
4:00 pm - 5:00 pm Guy
Spier, Principal, Aquamarine
Capital Mgmt [USA] Topic: "Applying Value
Investing Outside the USA"
5:00 pm - 6:00 pm 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"
6:00 pm - 7:00 pm Welcome
Reception in Hotel Courtyard
Tuesday,
May 6, 2008
7:00 am - 8:00 am Networking
Breakfast in Hotel Courtyard
8:00 am - 9:00 am Tom
Russo, Patner, Gardner, Russo & Gardner [USA] Topic:
"Be Right Once"
9:15 am - 10:00 am Justin
Fuller, CFA, Stock Analyst, Morningstar
[USA] Topic: "Morningstar's Ultimate Stock Picker's
Portfolio"
10:15 am - 11:00 pm Megh
Manseta, Investor, Manseta Family Office [India] Topic:
"Buffett Munger Principles in Emerging Markets: An
Indian Perspective"
11:15 am - 12:15 pm Charles
Mizrahi, Managing Partner, CGM Partners Fund LP,
Author, Getting Started in Value Investing & Editor,
Hidden Value Alert [USA] Topic: "How To Lose $1
Million By Investing In Stocks"
12:15 pm - 1:15 pm Networking Lunch -
Executive Deli Sandwiches in Hotel Courtyard (sponsored by
Morningstar)
1:30 pm - 2:30 pm Piet
Viljoen, Portfolio Manager, RE-CM
[South Africa] Topic: "Compounding: Your Only Friend
in the Investing World"
2:30 pm - 2:45 pm Sees Chocolate Break
2:45 pm - 3:45 pm Todd Green,
Portfolio Manager, First
Manhattan [USA] Topic: "Reflections on 25 Years
of Investing"
4:00 pm - 5:00 pm Al
Ueltschi, Founder & Chairman, FlightSafety,
Warren Buffett CEO Topic: "Building a Business Warren
Buffett Would Buy: The Story of FlightSafety"
[watch
video interview]
6:00 pm - 7:00 pm Optional Tour: Shuttle bus from Ayres
Hotel LAX to FlightSafety Training Center ($45 shuttle and
BBQ buffet dinner fee per person)
7:00 pm - 9:00 pm Buffet Dinner
and Tour of FlightSafety
9:00 pm - 10:00 pm Shuttle bus
from FlightSafety to Ayres Hotel LAX
Wednesday,
May 7, 2008
7:00 am - 8:00 am Networking
Breakfast in Hotel Courtyard
8:00 am - 10:00 am Best Value Investment
Idea Round Table
- Philip
Durell, Advisor, Motley Fool Inside Value
- Charles
Mizrahi, Managing Partner, CGM Partners Fund LP,
Author, Getting Started in Value Investing & Editor,
Hidden Value Alert
- Alex
Dumortier, CFA, Analyst, Motley Fool Inside Value
- Holmes
Osborne, Money Manager, Holmes R. Osborne, Inc
11:00 am - 12:00 pm Optional
Shuttle bus from Ayres Hotel LAX to Pasadena [$45 box lunch and
shuttle bus fee per person]
12:00 pm - 12:30 pm Briefing
on the history of the Huntington Library and the Munger Research
Center
12:30 pm - 1:30 pm Shuttle bus continues
to Pasadena
2:00 pm - 5:00 pm Charlie
Munger's Wesco
Financial Annual Meeting [The
Pasadena Center, 300 East Green Street, Pasadena, CA]
5:00 pm - 6:00 pm Shuttle
bus from Pasadena to Ayres LAX Hotel
South Africa 2007 Agenda:
Friday,
26 October, 2007 (revised 9 Oct)
8:30 - 9:45 Conference
Registration & Welcome Tea
9:45 - 10:45 Robert
Miles,
Author, Conference Organizer & Host [USA]
Topic: "The Genius of Warren Buffett: The Science
of Investing and the Art of Managing
10:45 - 11:45 Jannie
Mouton, Executive Chairman, PSG
Group
Topic: "The Lessons I Have Learnt From Warren
Buffett"
11:45 - 12:00 Mid Morning Tea
12:00 - 13:00 Fred
J. Robertson, Deputy Chairman & Co-Founder, Brimstone
Topic: "Beyond Risk and Return: The Case for Ethical
Investments"
13:00 - 14:00 Conference Lunch
(Restaurant 37)
14:00 - 15:00 David
Shapiro, Fund Manager, Sasfin
Twenty Ten Fund
Topic: "Warren Buffett Common Sense Investing: Ignoring
the World of Charts, Spreadsheets and Mathematical Driven
Trading"
15:00 - 15:20 Afternoon Tea
14:20 - 16:20 Piet
Viljoen, Portfolio Manager,
RE-CM
Topic: "Compounding: Your Only Friend in the
Investing World"
16:20 - 17:20 Kokkie
Kooyman,
Fund
Mgr & Head Global Financial Services, Sanlam
Topic:
"Value Investing Versus Growth Investing"
17:20 - 17:30 Final Words and Close of
Conference
Europe 2007 Agenda:
Location: La
Redoute (Bonn, Germany)
Wednesday,
September 5, 2007
8:30 - 10:00 Conference
Registration
10:00 -
10:05 Norman
Rentrop,
[Host/Translator] Founder, VNR
Publishing [Germany]
Note: Conference will be in English and translated into
German by Norman Rentrop
Topic:"Welcome
and Opening Comments"
10:05 - 11:20 Robert
Miles,
Author & Conference Organizer [USA]
Topic: "The
Genius of Warren Buffett: The Science of Investing and the Art
of Managing"
11:20 - 11:35 Morning Break with coffee,
tea, fruit and yoghurt
11:35 - 13:15 Timothy
Vick, Author & Senior
Portfolio Mgr, Sanibel
Captiva Trust [USA]
Topic: "Can Warren Buffett's Returns Be
Duplicated?"
13:15 - 14:30 Networking Lunch
14:30 - 16:30 Pat
Dorsey, Author, CFA & Director of Equity
Analysis, Morningstar [USA]
Topic: "Durable Competitive Advantages: Using
Economic Moats To Improve Investment Returns”
16:30 - 17:00 Break with coffee, tea,
and cakes
17:00 - 19:00 Kristel
Kivinurm-Priisalm, Managing Partner, Avaron
Capital [Eastern Europe]
Topic: "Value
Investing in Emerging Europe: Why Five Minutes Spent With
Management Matter"
Thursday,
September 6, 2007
8:00 - 10:30 Robert
Miles,
Author & Conference Organizer [USA]
Topic: "Warren
Buffett Wealth: Principles and Practical Methods Used by the
World's Greatest Investor"
10:30 - 10:45 Morning Break with coffee,
tea, fruit and yoghurt
10:45 - 13:15 Pat
Dorsey, Author, CFA & Director of Equity
Analysis, Morningstar [USA]
Topic: "Market Inefficiencies: Where the Enterprising
Value Investor Finds Investment Opportunities"
13:15 - 14:30 Networking Lunch
14:30 - 17:15 Timothy
Vick, Author & Senior
Portfolio Mgr, Sanibel
Captiva Trust [USA]
Topic: "Part I: The Future of Money Management"
15:30 - 15:45 Afternoon Break with
coffee, tea, and cakes
15:45 - 17:15 Timothy
Vick, Author & Senior
Portfolio Mgr, Sanibel
Captiva Trust [USA]
Topic: "Part II: The Future of Money Management"
17:15 - 18:00 Panel Discussion Q & A
18:00 Close of Conference
Registration and more conference info - www.valueinvestorconference.com\
Australia 2007 Agenda:
Saturday, 4 August, 2007
Location: Amora
Hotel Sydney 11 Jamison St (near
Wynyard Station - between George and York)
8:00 am - 8:30 am Registration and
Welcome Tea
8:30 am -
9:40 am Chris
Mackay, Chief Investment Officer, Magellan
Financial Group [Australia]
"Magellan's
Focused Approach to the Rational Allocation of Capital"
9:40 am -
10:40 am Geoff
Wilson, Chairman, Wilson
Asset Management [Australia]
"How
We Select Stocks"
10:40 am -
11:00 am Mid Morning
Tea
11:00 am -
12:00 pm Wayne
Peters, Chief Investment Officer, Peters
MacGregor Capital Mgmt [Australia]
"Finding
Value Stocks Outside Australia"
12:00 pm -
1:00 pm Buffet Lunch (Gallery
Restaurant)
1:00 pm -
2:15 pm Carmel
Fisher, Managing Director, Fisher
Funds [New Zealand]
"Investing Opportunities In-Between the Lines of Growth
and Value"
2:15 pm -
2:35 pm Afternoon Tea
2:35 pm -
4:00 pm David
Paradice, Fund Manager, Paradice
Investment [Australia]
"Investing in
Small Caps"
4:00 pm
Close of Conference