MS Investment Leadership Conference FULL NOTES – Lansdowne, Marcato, TPG, Luxor,Third Point, Mangrove, Poinstate, HG Vora And More

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Jacob Wolinsky
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An all star line up of speakers we have about 4.5K words of notes on their top long and short (there were many mentioned) ideas. First the line up from June 28th 2018. Also see our Q2 hedge fund resource page List of Speakers David Craigen, Partner at Lansdowne Partners Joshua David Samuelson, Vice Chairman at PointState Capital Robert S. Pitts, Limited Partner at Steadfast Capital Management Keith Meister, Corvex Management Parag Vora, HG Vora Capital Management Richard McGuire, Marcato Capital Management Nitin Saigal, Kora Management Vikram Kumar, Kuvari Partners Vivian Lau, One Tusk Investment Partners Jasjit Rekhi, Sandro Capital…

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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.