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