The inaugural Capitalize For Kids investors conference recently took place. In partnership with the Sohn Conference Foundation, top investment professionals shared their latest insights in support of child health research and treatment. Below are links to the speaker's presentations.
Capitalize For Kids Sohn Canada Conference Notes 2014
- Lee Ainslie (Maverick Capital): long Qihoo 360
- Larry Robbins (Glenview Capital): 4 investment ideas
- Jamie Dinan (York Capital): a bunch of stock picks
- Frank Brosens (Taconic Capital): long Men's Wearhouse
- Jeff Smith (Starboard Value): long Yahoo & MeadWestvaco
- Brian Zied (Charter Bridge Capital): long Outerwall
- Steven Shapiro (GoldenTree): long Co-operative Bank
- Jacob Doft (Highline Capital): long Intercontinental Exchange
- Alex Roepers (Atlantic Investment Management): 3 long ideas
- Sahm Adrangi (Kerrisdale Capital): 2 longs
- Guy Gottfried (Rational Investment Group): long Tree Island Steel & TerraVest
- Jeff Hales (Alignvest Capital): long Corby Spirit & Wine
- Aaron Cowen (Suvretta Capital): long Burger King & Liberty Global
- Jody Lanasa (Serengeti Asset Management): 2 investment ideas
- Shawn Foley (Avenue Capital Group): 2 stock picks
- Michael Thompson (BHR Capital): long Golar LNG
- Evan Vanderveer (Vanshap Capital): long Keck Seng Investments
- Chuck Akre (Akre Capital): 4 case studies
Tuesday, October 28, 2014
Capitalize For Kids Sohn Canada Notes 2014: Ainslie, Dinan, Robbins & More
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