MS Investment Leadership Conference FULL NOTES – Lansdowne, Marcato, TPG, Luxor,Third Point, Mangrove, Poinstate, HG Vora And MoreJacob Wolinsky
An all star line up of speakers we have about 4.5K words of notes on their top long and short (there were many mentioned) ideas. First the line up from June 28th 2018.
Also see our Q2 hedge fund resource page
List of Speakers
David Craigen, Partner at Lansdowne Partners
Joshua David Samuelson, Vice Chairman at PointState Capital