Yesterday at Invest For Kids Chicago, numerous high profile hedge fund managers shared their latest investment ideas. The event had 800 attendees and raised $1.1 million (100% of the proceeds went to charities benefiting children). Please click the links below to view notes on each speaker's presentation:
Invest For Kids Chicago Notes:
Marc Lasry (Avenue Capital): Long General Motors & Hovnanian Bonds
Richard Perry (Perry Capital): GSE Junior Preferred Securities & RBS Tier 1 Securities
Leon Cooperman (Omega Advisors): Charming Shoppes (CHRS), KKR Financial (KFN), E*Trade Financial (ETFC)
Sam Zell (Equity Group Investments): Brazil's Investment Opportunity
Barry Rosenstein (JANA Partners): long McGraw Hill (MHP)
Thomas Russo (Gardner Russo & Gardner): Look abroad for opportunities, Nestle
Michael Milken (Milken Institute): Thoughts on Capital Markets
John Keeley (Keeley Asset Management): ITT Corp (ITT)
Barry Sternlicht (Starwood Capital Group): Likes Lowe's, Toll Brothers, NVR
Michael Elrad (GEM Realty Capital): Long Macerich (MAC)
For more of our coverage of the latest investment conferences, be sure to also head to notes & presentations from the Value Investing Congress.
Thursday, November 10, 2011
Notes From Invest For Kids Chicago: Lasry, Perry, Cooperman, Zell & More
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