MS Investment Leadership Conference FULL NOTES – Lansdowne, Marcato, TPG, Luxor,Third Point, Mangrove, Poinstate, HG Vora And More

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

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