Full Notes From The 2018 Excellence In Investing Sohn Conference

Our full coverage of the Sohn Conference 2018 presented by The Excellence in Investing for Children’s Causes Foundation on October 29th 2018. Q3 hedge fund letters, conference, scoops etc 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…