Sohn London Conference 2018 Investment Ideas
We will have in depth notes from the Sohn London Conference soon - for now here was the line up and readers (subscribers) can see just the names of the ideas pitched but well have much more shortly see notes on 4 pitches two in full and two our analysis - updated 1:10PM EST 11/30/18\
Andy Brough (Fund Manager, Schroder Investment Management)
Benoit Colas (Managing Partner, PrimeStone
Maxime Franzetti (Head of Public Investments, Mubadala)
Bernie Ahkong (Portfolio Manager, UBS O’Connor
Drew Dickson (CIO and Managing Partner, Albert Bridge Capital)
Luke Newman (Fund Manager, Janus Henderson Investors)
Dureka Carrasquillo (Senior Portfolio Manager, Canada Pension Plan Investment Board)
More investment conference notes here
Rachel Reutter (Senior Fund Manager, J O Hambro Capital Management)
Per Lekander (Fund Manager, Lansdowne Partners)
Vikram Kumar, CIO, Kuvari Partners
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