See you in Omaha for 2013!
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
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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”
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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
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Thursday, May 2, 2012
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3:00
p.m. – 4:00 p.m.
REGISTRATION
Mammel
Hall Atrium
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3:00
p.m. – 6:15 p.m.
Conference Bookstore Open
Sponsored
by Hudson Booksellers and John Wiley and Sons Publishers
Mammel
Hall Atrium
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4:00
p.m. - 4:30 p.m.
Robert Miles
Author, UNO Distinguished Lecturer and Conference Organizer
Topic: Welcome and Introductions
Mammel Hall Auditorium
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4:30 p.m. – 5:10 p.m.
Paul Larson
Chief Equities Strategist and Editor, Morningstar Stock Investor
Topic: “Economic Moats: Sources and
Outcomes”
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5:10
p.m. – 6:00 p.m.
Robert Hagstrom
Author, CFA, Portfolio Manager, Legg Mason
Topic: “Investing: The Last Liberal Art”
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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”
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Friday, May 4, 2012
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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
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7:30
a.m. – 8:00 p.m.
Conference Bookstore Open
Sponsored
by Hudson Booksellers and John Wiley & Sons Publishers
Mammel
Hall Atrium
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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
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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”
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9:20
a.m. - 9:35 a.m.
BREAK
Mammel
Hall Atrium
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9:35
a.m. – 10:15 a.m.
Seng Hock Tan
Founder, CEO, Aegis Portfolio Mgrs [Asia]
Topic: "Value Investing in Asia"
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10:15
a.m. - 10:55 a.m.
Jeff Stacey
Founder, Portfolio Manager, Stacey Muirhead Capital [Canada]
Topic: “Global Value Investing”
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10:55
a.m. - 11:10 a.m.
BREAK
Mammel
Hall Atrium
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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?”
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11:50
a.m. - 1:15 p.m.
LUNCH
Sponsored by Morningstar
Mammel
Hall Atrium
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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
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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”
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1:55
p.m. - 2:35 p.m.
Jeff Auxier
Founder, Portfolio Manager, Auxier Focus Fund
Topic: "Value of Cumulative Research
(Over Time)"
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2:35
p.m. – 2:50 p.m.
BREAK
Mammel
Hall Atrium
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2:50
p.m. - 3:30 p.m.
Brian Bares
Author, Founder, Portfolio Manager, Bares Capital Management
Topic: “The Small Cap Advantage”
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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"
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4:10 p.m. – 4:25 p.m.
SEES CHOCOLATE BREAK
Mammel
Hall Atrium
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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"
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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
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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
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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
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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 ...
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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
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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
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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"
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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
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"
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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
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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
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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.

