The Capitalize For Kids / Sohn Canada Conference just ended in Toronto. Below are notes from the event and you can click each link for a summary of that speaker's presentation.
Notes From Capitalize For Kids Conference 2016
- Cliff Asness (AQR Capital): Fireside chat
- Jeff Smith (Starboard Value): Long Stewart Information (STC)
- Tom Russo (Gardner Russo & Gardner): Long MasterCard (MA)
- Alex Roepers (Atlantic Investment Management): Three long ideas
- Dan Farb (Highfields Capital): Long Franklin Resources (BEN)
- Anna Nikolayevsky (Axel Capital): On lower oil forever
- Brad Dunkley (Waratah Capital): Long Linamar
- Michael Gentile (Formula Growth): Long Gamestop (GME), short WD-40 (WDFC)
- Satish Rai (OMERS): Fireside chat
- Aaron Cowen (Suvretta Capital): Two long ideas
- Credit Panel (KKR, Centerbridge Partners, former Apollo): Discussion
- Emerging Manager Panel (Fidalgo, D'Costa, Brimm): Notes will be posted soon
- Clint Carlson (Carlson Capital): Notes will be posted soon
- Tom Wagner (Knighthead Capital): Notes will be posted soon
For more recent investment conference coverage, we've also posted notes from:
- Invest For Kids Chicago (Grant, Zell, Brosens, Lykouretzos)
- Great Investors Best Ideas Dallas (Einhorn, Pickens, Gabelli)
- Sohn San Francisco (Morfit, McGuire, Palihapitiya)
Monday, October 31, 2016
Notes From Capitalize For Kids Conference 2016: Asness, Russo, Smith & More
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