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 China
- 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