The following is our rough coverage of the 2021 Sohn Investment Conference, which is being held virtually and features Brad Gerstner, Bill Gurley, Octahedron’s Ram Parameswaran, Glenernie’s Andrew Nunneley, and Lux’s Josh Wolfe. Q1 2021 hedge fund letters, conferences and more Keep checking back as we will be updating this post as the conference goes on. Brad Gerstner And Bill Gurley Brad Gerstner – what is most overhyped? Bill Gurley – saas is real but not all companies can trade at 30x sales but we might see more discernment Brad Gerstner – underhyped? Bill Gurley – consumer is not over…
On This Page
- Brad Gerstner And Bill Gurley
- Octahedron Capital Founder Ram Parameswaran
- Glenernie Capital Founder & CIO Andrew Nunneley
- Lux Capital Co-Founder & Managing Partner Josh Wolfe
- Perceptive Advisors Managing Director Ellen Hukkelhoven, PhD
- Glenview Capital Management CEO Larry Robbins
- Impactive Capital Co-Founder & Managing Partner Lauren Taylor Wolfe
- Greenlight Capital President David Einhorn
- D1 Capital Founder & CIO Dan Sundheim
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