Excellence In Investing Sohn SF 2018 Pitches: Highland, Light Street, Soma, TPG, Marcato And More
Excellence In Investing Notes - Sohn Conference October 29th 2018 - see below for a summary more coming soon
Next Wave
- Marcello Desio - Lucha Capital Management - Long
- Vineer Bhansali - LongTail Alpha - long interest rate volatility
- Daniel Kozlowski - Plaisance Capital - Long
- Franklin Parlamis - Aequim Alternative Investments - Long converts, short the stock (convertible arb trade)
- Q&A
General Session
- Jeff Shen - BlackRock - discussed how AI & machine learning can lead to insights in ChinaÂ
- Shashin Shah - Think Investments - Long
- Alex Gleser - TPG Public Equities - Long
- Dan Morehead - Pantera Capital - Long
- Jeff Osher - No Street Capital - Short
- Michael McLochlin - Highland Capital Management - Long
- Gil Simon - SoMa Equity Partners - Long
- Glen Kacher - Light Street Capital - Long
- Kevin Oram - Praesidium Investment Management Company - Long
- Mick McGuire - Marcato Capital Management two longs
Interviews
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