Dr. George Athanassakos is offering his highly sought after five day Seminar on Value Investing and the Search for Value to finance executives, finance professionals, portfolio managers, financial analysts and individual investors seeking knowledge of value creation, valuation and value investing theory and practice in Downtown Toronto, ON, Canada from June 23 – 27, 2025.
The Seminar is limited to 30 participants.
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Registration
Seminar registration is now open. To view the Registration Form, the Cost of Seminar, Recommended Reading Materials, Seminar Schedule and more, click the "Register Now" button below.
Guest Speakers
- Mr. Andrew Wellington, CIO & Founder, Lyrical Asset Management, New York, NY, USA will be a guest speaker on June 24, 2025.
- Mr. Jeffrey D. Stacey, Chairman and Chief Executive Officer, Stacey Muirhead Capital Management, Waterloo, ON, Canada will be a guest speaker on June 27, 2025.
Seminar Schedule
DAY-1
- 8:30am – 9:00am - Registration
- 9:00am – 5:00pm - Lecture
DAY-2, DAY-3 & DAY-4
- 9:00am – 5:00pm - Lecture / Break-out Groups
DAY-5
- 9:00am – 5:00pm - Lecture / Break-out Groups
- 5:15pm – 7:30pm - Reception
About the Seminar
- Competition for portfolio management jobs and alpha (i.e., risk-adjusted excess returns) is fierce
- Search for value and valuation skills and a deep understanding of what creates value are essential
- The Seminar provides the skill set and an understanding of value necessary to beat the competition
- This is done by bridging the gap between theory and practice and hands on training
Seminar Description
- The Seminar explores the underlying principles of value investing and sets guidelines for its successful application
- The Seminar covers
- The search for value process, how to find possibly underpriced securities and why such underpricing exists in the financial markets
- How to determine the intrinsic value of a stock and invest in truly undervalued stocks
- Alternative methods for constructing a portfolio that controls for risk without restricting investment returns
- Applications - Valuing and investing in real life companies
Students Learn
- Simple rules to identify stocks that are possibly undervalued with upside potential
- To put together simple mechanical strategies to form portfolios that in the long run will outperform the market portfolio
- How value is created
- In depth valuation techniques to further narrow down the universe of stocks to those that are truly undervalued with larger upside potential than the stocks identified with the simpler rules mentioned above
- To use the concept of “Margin of Safety” to translate market and intrinsic value estimates into actual portfolio choices and limit risk in a way that goes beyond diversification
Seminar Structure
- The Seminar, which spans five days, consists of two segments
- The first segment is based on lectures, where the principles underlying the theoretical aspects of value investing are taught
- The second segment provides an opportunity to apply these principles by working on, discussing and demonstrating their application through a number of valuations of real life companies
- Break out groups of students work on each valuation exercise during class time for about an hour and a half
- The class reconvenes for another hour and a half at which time the valuation of each company is discussed and a recommendation of “Invest” or “Not Invest” is made
Who Should Attend
- Undergraduate and Graduate Business Students
- Portfolio Managers
- Finance Professionals
- Finance Executives
- Individual Investors*
*Please note: Having a basic knowledge in finance and accounting is strongly recommended.
Contact us at [email protected] for more information.
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