10th Annual Value Investor Conference
Date:  Thursday and Friday, May 2 - 3, 2013
Location:  University of Nebraska at Omaha, College of Business, Mammel Hall
Address:  6708 Pine Street, Omaha, NE 68106 Map and Directions
AGENDA - TBA later in 2012

Early Registration - Save $500! Limited Seating. Register Now!

Previous Conferences

9th Annual Value Investor Conference 2012 - Omaha
Thursday, May 3, 2012 (4 p.m. - 6 p.m.)
Friday, May 4, 2012 (8 a.m. - 5 p.m.)
University of Nebraska at Omaha Mammel Hall Auditorium (67th St. and Pine)

• Jeff Auxier, Founder, Portfolio Manager, Auxier Focus Fund "Value of Cumulative Research (Over Time)"
• Brian Bares, Founder, Portfolio Manager, Bares Capital Management, “The Small Cap Advantage”
• Aswath Damodaran, Author, NYU professor, “Where is the ‘Value’ in Value Investing?”
• Pat Dorsey, Vice Chairman, Director of Research, Sanibel Captiva Trust, "Management and the Moat: How Strategy Creates and Destroys Competitive Advantages"
• Robert Hagstrom, Author, Portfolio Manager, Legg Mason, "Investing: The Last Liberal Art"
• Cara Denver Jacobsen, Portfolio Manager, Nierenberg, The D3 Family Funds, "10 Years in Micro-cap Land"
• Paul Larson, Editor, Morningstar StockInvestor,"Economic Moats: Sources and Outcomes"
• Francisco Garcia Paramés, Managing Director, Bestinver Asset Management [Spain],"Two Decades of Finding European Value"
• Lisa O'Dell Rapuano, Founder, Portfolio Manager, Lane Five Capital, “Value Investing With a Contrarian Bent”
• Seng Hock Tan, CEO, Aegis Portfolio Mgrs. [Asia] Topic: "Value Investing in Asia"
• Jeff Stacey, Founder, Portfolio Manager, Stacey Muirhead Capital [Canada], “Global Value Investing”
  
• Lauren Templeton, Author, Founder, Portfolio Manager, Lauren Templeton Capital, “John Templeton Legendary Value Investor’s Market-Beating Strategies”

9th Annual Value Investor
Conference Agenda – May 3 and 4, 2012
University of Nebraska at Omaha (UNO)
College of Business, Mammel Hall Auditorium
67th Street and Pine


Thursday, May 2, 2012

3:00 p.m. – 4:00 p.m.
REGISTRATION
Mammel Hall Atrium

3:00 p.m. – 6:15 p.m.
Conference Bookstore Open
Sponsored by Hudson Booksellers and John Wiley and Sons Publishers
Mammel Hall Atrium

4:00 p.m. - 4:30 p.m. 
Robert Miles
Author, UNO Distinguished Lecturer and Conference Organizer
Topic: Welcome and Introductions
Mammel Hall Auditorium

4:30 p.m. – 5:10 p.m.
Paul Larson
Chief Equities Strategist and Editor, Morningstar Stock Investor
Topic: “Economic Moats: Sources and Outcomes”

5:10 p.m. – 6:00 p.m.
Robert Hagstrom
Author, CFA, Portfolio Manager, Legg Mason
Topic: “Investing: The Last Liberal Art”


6:15 p.m. - 8:30 p.m.
CFA Society of Nebraska/Value Investor Conference Dinner 2012
Reception Sponsored by Morningstar
Note Location Change:  Omaha Marriott (10220 Regency Circle)|
Separate Registration Required
Keynote Speaker:Tom Russo
Topic: “Global Value Investing”

Friday, May 4, 2012

7:30 a.m. - 8:00 a.m.
Continental Breakfast and Coffee Breaks
Sponsored by SAP (The Best-Run Businesses Run SAP)
Mammel Hall Atrium

7:30 a.m. – 8:00 p.m.
Conference Bookstore Open
Sponsored by Hudson Booksellers and John Wiley & Sons Publishers
Mammel Hall Atrium

8:00 a.m. - 8:40 a.m.
Francisco Garcia Paramés
Managing Director, Bestinver Asset Management [Spain]
Topic: "Two Decades of Finding European Value"
Mammel Hall Auditorium

8:40 a.m. - 9:20 a.m.
Lisa O'Dell Rapuano
CFA, Founder, Portfolio Manager, Lane Five Capital
Topic: “Value Investing With a Contrarian Bent”

9:20 a.m. - 9:35 a.m.
BREAK
Mammel Hall Atrium

9:35 a.m. – 10:15 a.m.
Seng Hock Tan
Founder, CEO, Aegis Portfolio Mgrs [Asia]
Topic: "Value Investing in Asia"

10:15 a.m. - 10:55 a.m.
Jeff Stacey
Founder, Portfolio Manager, Stacey Muirhead Capital [Canada]
Topic: “Global Value Investing”

10:55 a.m. - 11:10 a.m.
BREAK
Mammel Hall Atrium

11:10 a.m. - 11:50 a.m.
Aswath Damodaran
Professor of Finance, Stern School of Business, New York University
Topic: “Where is the ‘Value’ in Value Investing?”

11:50 a.m. - 1:15 p.m.
LUNCH
Sponsored by Morningstar
Mammel Hall Atrium

11:50 a.m. - 1:15 p.m.
University of Nebraska at Omaha (UNO), College of Business
INVESTMENT LAB TOUR
Professor David Volkman, UNO Chair of Finance, Banking and Law
Mammel Hall Atrium

1:15 p.m. - 1:55 p.m.
Lauren Templeton
Author, Founder, Portfolio Manager, Lauren Templeton Capital
Topic: “John Templeton Legendary Value Investor’s Market-Beating Strategies”

1:55 p.m. - 2:35 p.m.
Jeff Auxier
Founder, Portfolio Manager, Auxier Focus Fund
Topic: "Value of Cumulative Research (Over Time)"

2:35 p.m. – 2:50 p.m.
BREAK
Mammel Hall Atrium

2:50 p.m. - 3:30 p.m.
Brian Bares
Author, Founder, Portfolio Manager, Bares Capital Management
Topic: “The Small Cap Advantage”

3:30 p.m. - 4:10 p.m.
Cara Denver Jacobsen
Portfolio Manager, Nierenberg, The D3 Family Funds
Topic:  "10 Years in Micro-cap Land"

4:10 p.m. – 4:25 p.m.
SEES CHOCOLATE BREAK
Mammel Hall Atrium

4:25 p.m. – 5:15 p.m.
Pat Dorsey
Author, Vice Chairman, Director of Research, Sanibel Captiva Trust
Topic: "Management and the Moat: How Strategy Creates and
Destroys Competitive Advantages"

6:00 p.m. - 8:00 p.m.
DISTINGUISHED AUTHOR RECEPTION
FREE DQ Dilly Bars Sponsored by John Wiley and Sons, Publishers
Meet bestselling and newly published authors – Confirmed Authors
Reception Sponsored by The Omaha Reader
Mammel Hall Atrium

6:00 p.m. - 8:00 p.m.
University of Nebraska at Omaha (UNO), College of Business
UNO INVESTMENT LAB TOUR
Professor David Volkman, UNO Chair of Finance, Banking and Law
Mammel Hall Atrium

6:30 p.m. - 7:30 p.m.
FREE LECTURE

"The Secret Billionaires Club: Why Study Warren Buffett"
Presented by Robert P. Miles, Author, UNO Distinguished Lecturer
Sponsored by University of Nebraska at Omaha College of Business
and Executive MBA Program
Limited Seating. RSVP Required to: dkellogg@unomaha.edu

  
CFA Society of Nebraska/Value Investor Conference Dinner 2012

Thursday, May 3, 2012
6:15 p.m. - 8:30 p.m.

Location: Omaha Marriott (10220 Recency Circle near Borsheims)
Keynote Presenter: Tom Russo, Partner, Gardner Russo & Gardner
Topic: "Global Value Equity Investing"

Registration Fee: $50 for CFA members and VIC attendees ($65 non-members)
Register Now!

http://www.valueinvestorconference.com/register.html#dinner

Friday, May 4, 2012
6 p.m. - 8 p.m.
University of Nebraska at Omaha Mammel Hall Atrium (67th St. and Pine)
Meet and greet authors of books related to Warren Buffett, Berkshire Hathaway, investing and management.
Books available for purchase @ 20% off from Hudson Booksellers.
Free Dairy Queen Dilly Bars for all attendees compliments of John Wiley and Sons Publishers.
(One DQ Dilly Bar per person while supplies last!)

Note: Free parking in Mammel Hall lot. Ignore ‘Student Permit Only’ parking during event hours.


Confirmed Authors:

• Glen Arnold, The Financial Times Guide to Value Investing (FT Press)
• Brian Bares, The Small Cap Advantage (Wiley)
• Peter Bevelin, Seeking Wisdom, From Darwin to Munger (PCA Pub)
• Adam Brownlee, Building a Small Business that Warren Buffett Would Love (Wiley)
• Joseph Calandro, Applied Value Investing (McGraw-Hill)
• Sham Gad, The Business of Value Investing
• Patrick Dorsey, The Little Book That Builds Wealth (Wiley)
• Robert Hagstrom, Warren Buffett Way; Warren Buffett Portfolio; Essential Buffett (Wiley)
• Karen Linder, The Women of Berkshire Hathaway (Wiley)
• Louann Lofton, Warren Buffett Invests Like a Girl (Harper Collins)
• Janet Lowe, Warren Buffett Speaks (Wiley) The Triumph of Value Investing (Penguin)
• Roger Lowenstein, The End of Wall Street (Penguin)
• Jeff Matthews, Business and Investing Secrets of Warren Buffett (eBooks)
• Robert P. Miles, The World's Greatest Investment; Warren Buffett CEO; Warren Buffett Wealth (Wiley)
• Scott Phillips, Buying at the Maximum Point of Pessimism (Pearson)
• John Price, The Conscious Investor (Wiley)
• Jeeva Ramaswamy, Creating a Portfolio Like Warren Buffett, (Wiley)
• Michael Shearn, The Investment Checklist (Wiley)
• Lauren Templeton, Investing the Templeton Way (McGraw-Hill)
• and more ...

2012 Lecture - FREE Event
Friday, May 4, 2012
6:30 pm - 7:30 pm
University of Nebraska at Omaha Mammel Hall Auditorium (67th St and Pine)
Audit the first of twelve sessions of the popular UNO EMBA Genius of Warren Buffett Course. Compliments of UNO College of Business Administration, Executive MBA Program, and Department of Finance
RSVP required
Please email Debbie Kellogg at UNO - College of Business with your RSVP.  dkellogg@unomaha.edu
Limited seating - Reservations Required

Click here to read more about this evocative topic!

 

8th Annual Value Investor Conference 2011 Agenda
Date:  Thursday and Friday, April 28 - 29, 2011
University of Nebraska at Omaha, College of Business, Mammel Hall

Thursday, April 28, 2011
4:00 p.m. - 4:15 p.m. 
Robert Miles
Author and Conference Organizer
Topic: Welcome and Introductions

4:15 p.m. – 5:00 p.m. 
Tom Gayner
President and CIO, Markel Corp
Topic: "Challenges in Investing"

5:00 p.m. - 6:30 p.m.
Charles Brandes
Founder and Chairman, Brandes Investment Partners, Author
Topic:  "Value Investing Today"

6:30 p.m. - 7:30 p.m.
Welcome Reception in the atrium
Sponsored by The Reader

Friday, April 29, 2011  

8:00 a.m. - 9:30 a.m.
Bill Child
Chairman, R.C. Willey Home Furnishings (a wholly owned subsidiary of Berkshire Hathaway)
Topic: “How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story”

9:40 a.m. - 10:40 a.m. 
Robert Hagstrom
Author and Portfolio Mgr, Legg Mason Growth Trust
Topic: “Go Big: The Investment Case for US Multinationals”

10:50 a.m. – 11:50 p.m. 
Chuck Akre
Managing Member and CEO Akre Capital
Topic: “Finding Outstanding Investments”

11:50 a.m. - 12:50 p.m. 
Networking Lunch - Executive Deli Sandwiches in the atrium
Sponsored by Morningstar

12:50 p.m. - 1:50 p.m.
Pat Dorsey
Author, Director of Research - Sanibel Captiva Trust
Topic: "10 Years, 100 Analysts and 2,000 Stocks: Learning From Experience"

2:00 p.m. - 3:00 p.m. 
Tom Russo
Partner, Gardner Russo & Gardner
Topic: "Global Value Equity Investing"

3:00 p.m. - 3:10 p.m.
Sees Chocolate Break
Sponsored by:  University of Nebraska at Omaha, College of Business

3:10 p.m. - 4:40 p.m.
Robert Cialdini
Professor and NYT Best Selling Author, Yes!: 50 Scientifically Proven Ways to Be Persuasive
Topic:  "Influence Under Conditions of Uncertainty"

Other UNO Mammel Hall Events - FREE
5:00 p.m. - 6:00 p.m. 
Robert Miles
Author and University Lecturer
Topic: “The Genius of Warren Buffett: The Science of Investing and the Art of Managing
(FREE Event, limited seating, RSVP and for more information: http://robertpmiles.com/events.html#gen)
Sponsored by: University of Nebraska at Omaha College of Business

6:00 p.m. - 8:00 p.m.
Distinguished Author Reception
Sponsored by John Wiley & Sons
Topic: Meet and greet over a dozen authors of books related to Warren Buffett, Berkshire Hathaway, investing and management. Books available for purchase
Free ice cream with annual meeting credentials.
Additional information on FREE Events: http://robertpmiles.com/events.html#odqr 

• Glen Arnold, The Financial Times Guide to Value Investing (FT Press)
• Peter Bevelin, Seeking Wisdom, From Darwin to Munger (PCA Pub)
• Randy Cepuch, A Weekend With Warren Buffett (Avalon)
• Bill Child, How to Build a Business Warren Buffett Would Buy: The R. C. Willey Story (Shadow Mountain)
• Lawrence Cunningham, The Essays of Warren Buffett (Cunningham Group)
• Patrick Dorsey, The Little Book That Builds Wealth (Wiley)
• Sham Gad, The Business of Value Investing (Wiley)
• Prem Jain, Buffett Beyond Value (Wiley)
• Vitaliy Katsenelson, The Little Book of Sideways Markets (Wiley)
• Andy Kilpatrick, Of Permanent Value: The Story of Warren Buffett (AKPE)
• Bud Labitan, Four Filters Invention of Buffett and Munger (Acalmix)
• Janet Lowe, The Triumph of Value Investing (Penguin)
• Jeff Matthews, Pilgrimage to Warren Buffett's Omaha (McGraw-Hill) 
• Robert P. Miles, The World's Greatest Investment; Warren Buffett CEO; Warren Buffett Wealth (Wiley)
• Scott Phillips, Buying at the Maximum Point of Pessimism (Pearson)
• John Price, The Conscious Investor (Wiley)
• L.J. Rittenhouse, Buffett's Bites: Warren Buffett's Shareholder Letters (McGraw-Hill)
• Lauren Templeton, Investing the Templeton Way (McGraw-Hill)
• and more

(revised Feb. 16, 2011)

Presenters include:
Warren Buffett CEOs, Publicly Traded Company Founders and CEOs, Best Selling Authors, and World Renown Professional Money Managers.

 Register today and enjoy a $100 discount.

Travel Note: Conference is scheduled before Warren Buffett's Berkshire Hathaway annual meeting in Omaha.  Conference begins on Thursday, April 28, 2011 at 4 p.m. and concludes on Friday, April 29, 2011 at 4:40 p.m.. 

 Register today and join attendees from all 6 continents. Limited seating.

7th Annual Global Value Investor Conference 2010 Agenda:

Date: Mon - Wed, May 3 - 5, 2010
Location: Ayres LAX Hotel

Monday, May 3, 2010 

4:00 p.m. - 4:15 p.m.  Robert Miles, Author & Conference Organizer
Topic: Welcome and Introductions

4:15 p.m. - 6:00 p.m.  Dave Gold, Founder & Chairman, 99¢ Only Stores
Topic: "Turning 99 Cents Into a Billion Dollars"

6:00 p.m. - 7:00 p.m.  Welcome Reception on 2nd Floor Hotel Veranda

Tuesday, May 4, 2010  

7:00 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard 

8:00 a.m. - 9:00 a.m. Jeff Matthews, Author, Blogger, & Founder, Ram Partners 
Topic: "What I Learned Writing a Book About Warren Buffett"

9:15 a.m. - 10:00 a.m. Lauren Templeton, Author, Founder & President, Lauren Templeton Capital Mgmt
Topic: "Investing the Templeton Way"

10:15 a.m. - 11:00 a.m.  Seng Hock Tan, CEO, Aegis Portfolio Mgrs [Asia]
Topic:  "Value Investing in Asia"

11:15 a.m. - 12:15 p.m. Scott Phillips, Author, Port Mgr & Head of Research, Lauren Templeton Capital Mgmt
Topic:  "Buying at the Point of Maximum Pessimism"

12:15 p.m. - 1:15 p.m.  Networking Lunch - Executive Deli Sandwiches in Hotel Courtyard

1:30 p.m. - 2:30 p.m. Pat Dorsey, Author, CFA & Dir of Equity Analysis, Morningstar
Topic: "Management and the Moat"

2:30 p.m. - 2:45 p.m. Sees Chocolate Break

2:45 p.m. - 3:45 p.m. Tom Russo, Partner, Gardner Russo & Gardner
Topic: "Global Value Investing"

4:00 p.m. - 5:00 p.m.  Timothy Vick, Author & Sr Portfolio Mgr, Sanibel Captiva Trust
Topic: "Life After Buffett: New Strategies for Duplicating Berkshire's Returns"

6:00 p.m. - 9:00 p.m.  Optional Tour: Take the Controls of a Corporate Jet Experience A rare chance to find out what it’s like to be a pilot during an evening reception at the flight training facility of FlightSafety® International. With a donation to Project Orbis attendees are able to “take the controls” of an aircraft in one of the state-of-the-art flight simulators that, in some cases, are used by NetJets® pilots for training. RSVP required.

Wednesday, May 5, 2010  

7:00 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard 

8:00 a.m. - 9:30 a.m. Robert Hagstrom, Author & Portfolio Mgr, Legg Mason Growth Trust
Topic: "Who's Afraid of a Sideways Market"

9:45 a.m. - 10:45 a.m.  Francois Rochon, Founder & CIO, Giverny Capital [Canada] 
Topic: "The Art of Investing"

11:00 a.m. - 12:00 p.m.  Optional Shuttle Bus Tour departs from Ayres Hotel LAX to Huntington Library.
Box lunch on board. RSVP required.
12:00 p.m. - 12:30 p.m.  Briefing by the Chief Curator of Rare Books on the history of the Huntington Library and the Munger Research Center

12:30 p.m. - 1:00 p.m.  Continue to Pasadena
2:00 p.m. - 5:00 p.m.  Charlie Munger's Wesco Financial Annual Meeting [The Pasadena Center, 300 E Green Street, Pasadena, CA.

5:15 p.m. - 6:15 p.m.  Optional Tour depart from The Pasadena Center (15 minutes after annual meeting ends) and return to Ayres Hotel LAX. Shuttle continues on to LAX for evening departures.
(revised May 3, 2010)

6th Annual Global Value Investor Conference 2009 Agenda
Date: Mon - Wed, May 4 - 6, 2009
Location: Ayres LAX Hotel
Agenda:
Monday, May 4, 2009 
4:00 p.m. - 4:15 p.m.  Robert Miles, Author & Conference Organizer & Host [USA]
Topic: Welcome and Introductions

4:15 p.m. - 6:00 p.m.  Robert Cialdini, Professor & NYT Best Selling Author,
Yes!: 50 Scientifically Proven Ways to Be Persuasive, 
Topic: "Influence Under Times of Uncertainty"

Tuesday, May 5, 2009 

7:00 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard

8:00 a.m. - 9:00 a.m. Barnett Helzberg, Former Chairman & CEO, Helzberg Diamonds, Founder & Chairman, Helzberg Entrepreneurial Mentoring Program
Topic: "What I Learned Before I Sold to Warren Buffett"

9:15 a.m. - 10:00 a.m. Hendrik Leber, Managing Director, Acatis [EUR]
Topic: "How to Value a Business"  

10:15 a.m. - 11:00 a.m.  Paul Larson, Equity Strategist & Editor, Morningstar Stock Investor 
Topic: "Four Ways To Upgrade in the Bear Market"

11:15 a.m. - 12:15 p.m.  Peter Lindmark, Managing Partner, Lindmark Capital
Topic: "When Macro Matters"

12:15 p.m. - 1:15 p.m.  Networking Lunch - Executive Deli Sandwiches in Hotel Courtyard

1:30 p.m. - 2:30 p.m. Charles Mizrahi, Managing Partner, CGM Partners Fund LP, Author, Getting Started in Value Investing & Editor, Hidden Value Alert [USA]
Topic: "If Buffett Were You, What Would He Do?"

2:30 p.m. - 2:45 p.m. Sees Chocolate Break

2:45 p.m. - 3:45 p.m. Larry Coats, President & CEO, co-manager Oak Value
Topic: "Haystacks Full of Needles: Finding Good Businesses"

4:00 p.m. - 5:00 p.m. Tom Russo, Partner, Gardner Russo & Gardner [USA]
Topic: "Global Value"

6:00 p.m. - 9:00 p.m.  Optional Tour: Take the Controls on NetJets Flight Experience Day A chance for our Value Investor Conference attendees to find out what it’s like to be a pilot during an evening reception day at flight training facility of FlightSafety® International. With a donation to Project Orbis attendees are able to “take the controls” of a NetJets aircraft in one of the state-of-the-art flight simulators that their pilots use for training.

Wednesday, May 6, 2009

7:00 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard 

8:00 a.m. - 9:00 a.m.  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"

9:00 a.m. - 9:45 a.m. Charlie Tian, Founder & Director of Research, Guru Focus
Topic: "What Worked in the Market from 1998 - 2008: Undervalued Predictable Companies"

9:45 a.m. - 10:30 a.m. Robert Miles, Author & Conference Organizer & Host [USA]
Topic: "Portrait of a Disciplined Investor: Beating the S&P 500 by 6.8% Annually For 25 Years"

11:00 a.m. - 12:00 p.m.  Optional Tour depart from Ayres Hotel LAX to Huntington Library

12:00 p.m. - 12:30 p.m.  Briefing by the Chief Curator of Rare Books on the history of the Huntington Library and the Munger Research Center

12:30 p.m. - 1:00 p.m.  Continue to Pasadena
2:00 p.m. - 5:00 p.m.  Charlie Munger's Wesco Financial Annual Meeting [The Pasadena Center, 300 East Green Street, Pasadena, CA.]

(revised April 27, 2009)

Europe 2008 Agenda: (updated 24 Oct 2008)

Monday, 27 October 2008 

Sponsored by:  Center for Value Investing and Investor Academy
Location: Guiollettstraße 14, 60325 Frankfurt am Main
08:00 a.m. - 08:30 a.m. Registration and Welcome Tea

08:30 a.m. - 09:30 a.m. Robert Miles, Author & Conference Organizer & Host [USA]
Topic: "The Warren Buffett Manager: Making Investments In The Right Partner"

09:30 a.m. - 10:30 a.m. Hendrik Leber, Managing Director, Acatis [EUROPE]
Topic: "How to Value a Business"

10:30 a.m. - 10:45 a.m. Mid Morning Tea

10:45 a.m. - 11:45p.m. Patrick Dorsey, Author & Director of Equity Research, Morningstar [USA]
Topic: "Using Economic Moats to Improve Investment Returns"

11:45p.m. - 12:45p.m. Alexis Eisenhofer, Founder and Director, ATACAMA Capital [EUROPE]
Topic: "Criteria for Selecting Stocks With Substance: Consider the Value Premium and Value Timing"

12:45 p.m. - 13:45 p.m. Conference Lunch

13:45p.m. - 14:45p.m. Prof. Max Otte, Author, Professor and Lecturer [EUROPE]
Topic: "The Fallacy of Growth and How to Test for Franchises"

14:45p.m. - 15:45 p.m. 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"

15:45 p.m. – 16:00 p.m. Afternoon Tea

16:00 p.m. - 17:00 p.m. Glen Arnold, Author & Professor [EUR]
Topic: "Valuegrowth Investing: How To Become a Disciplined Investor"

17:00p.m. - 18:00 p.m. Robert Vinall, Managing Dir, RV Capital [EUR]
Topic: "Pitfalls Every Value Investor Should Avoid"

18:00 p.m. – 18:15 p.m. Final Words 

18:15 p.m. Close of Conference

LA 2008 Agenda (updated Apr 25, 2008)

Monday, May 5, 2008 

4:00 p.m. - 5:00 p.m.  Guy Spier, Principal, Aquamarine Capital Mgmt [USA]
Topic: "Applying Value Investing Outside the USA"

5:00 p.m. - 6:00 p.m.  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 p.m. - 7:00 p.m.  Welcome Reception in Hotel Courtyard

Tuesday, May 6, 2008

7:00 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard 

8:00 a.m. - 9:00 a.m. Tom Russo, Patner, Gardner, Russo & Gardner [USA]
Topic: "Be Right Once"

9:15 a.m. - 10:00 a.m.  Justin Fuller, CFA, Stock Analyst, Morningstar [USA]
Topic: "Morningstar's Ultimate Stock Picker's Portfolio"

10:15 a.m. - 11:00 p.m.  Megh Manseta, Investor, Manseta Family Office [India]
Topic:  "Buffett Munger Principles in Emerging Markets: An Indian Perspective"

11:15 a.m. - 12:15 p.m.  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 p.m. - 1:15 p.m.  Networking Lunch - Executive Deli Sandwiches in Hotel Courtyard (sponsored by Morningstar)

1:30 p.m. - 2:30 p.m. Piet Viljoen, Portfolio Manager, RE-CM [South Africa]
Topic: "Compounding: Your Only Friend in the Investing World"

2:30 p.m. - 2:45 p.m. Sees Chocolate Break
2:45 p.m. - 3:45 p.m. Todd Green, Portfolio Manager, First Manhattan [USA]
Topic: "Reflections on 25 Years of Investing"

4:00 p.m. - 5:00 p.m. 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 p.m. - 7:00 p.m.  Optional Tour: Shuttle bus from Ayres Hotel LAX to FlightSafety Training Center  ($45 shuttle and BBQ buffet dinner fee per person)

7:00 p.m. - 9:00 p.m.   Buffet Dinner and Tour of FlightSafety

9:00 p.m. - 10:00 p.m.   Shuttle bus from FlightSafety to Ayres Hotel LAX

Wednesday, May 7, 2008

7:00 a.m. - 8:00 a.m.  Networking Breakfast in Hotel Courtyard

8:00 a.m. - 10:00 a.m.  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 a.m. - 12:00 p.m.  Optional Shuttle bus from Ayres Hotel LAX to Pasadena
[$45 box lunch and shuttle bus fee per person]
12:00 p.m. - 12:30 p.m.  Briefing on the history of the Huntington Library and the Munger Research Center

12:30 p.m. - 1:30 p.m.  Shuttle bus continues to Pasadena

2:00 p.m. - 5:00 p.m.  Charlie Munger's Wesco Financial Annual Meeting
[The Pasadena Center, 300 East Green Street, Pasadena, CA]

5:00 p.m. - 6:00 p.m.  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

10th Annual Value Investor Conference - Omaha
Date:  Thursday and Friday, May 2 and 3, 2013
Location:  University of Nebraska at Omaha, College of Business, Mammel Hall
Address:  6708 Pine Street, Omaha, NE 68106 Map and Directions

Please join us again next year on May 2 and 3, 2013 for the 10th Annual Value Investor Conference. Same great location, get more CEOs, best selling authors and outstanding investment speakers!

And in 2014, 11th Annual Value Investor Conference will be held on May 1 -2, 2014 at the world's best location with plenty more top international speakers, CEO's, best selling authors and additional value investing related events.