Mick McGuire Two long Ideas- 2018 Sohn Conference San Francisco

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Jacob Wolinsky
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Stay tuned for more from IRA Sohn Conference which took place on October 29, 2018 in San Francisco. All content will be posted at this link and in our Q3 letters archive so stay tuned. Check out our coverage of Invest For Kids 2018 Conference here. Check out our coverage of the Next Wave Sohn San Francisco here. Check out Michael McLochlin’s notes here. Mick McGuire – Marcato Capital Management Mick McGuire is the Founder and Managing Partner of Marcato Capital Management. Based in San Francisco, Marcato manages a select number of passive and activist investments across all industries with…

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.