market folly

The 24th annual Sohn Investment Conference in New York is fast approaching.  Supporting the Sohn Conference Foundation's mission to treat and cure pediatric cancer, this is always a great event and supports a great cause.  In partnership with CNBC, the conference features top investors and industry thought leaders sharing investment ideas and more.

You can learn more about the event and register by clicking here.


2019 Sohn New York Speakers List

·         Bihua Chen, Founder and Portfolio Manager, Cormorant Asset Management, LP
·         Patrick Collison, Chief Executive Officer, Stripe
·         Laura Deming, Managing Director, Longevity Fund
·         David Einhorn, President, Greenlight Capital, Inc.
·         Tim Ferriss, Investor, Best Selling Author, and Top-Ranked Podcaster
·         Spencer Glendon, Concerned empiricist and Founder, Probable Futures
·         Jeffrey Gundlach, Chief Executive Officer, DoubleLine Capital LP
·         Christopher R. Hansen, President and Founding Partner, Valiant Capital Management, L.P.
·         Ryan Heslop, Co-Founder & Portfolio Manager, Firefly Value Partners, LP
·         Sir Michael Moritz, Partner, Sequoia Capital
·         Gabe Plotkin, Chief Investment Officer and Founder, Melvin Capital Management LP
·         Larry Robbins, Founder, Chief Executive Officer, Portfolio Manager, Glenview Capital Management, LLC
·         Daniel Sundheim, Founder and Chief Investment Officer, D1 Capital Partners
·         Josh Waitzkin, Extreme Athlete, Peak Performance Specialist
·         Ariel Warszawski, Co-Founder & Portfolio Manager, Firefly Value Partners, LP
·         Dr. Joon Yun, President, Managing Member, Palo Alto Investors LP


Click here to register for the conference.


Event Details

When: May 6th, 2019

Where:  Lincoln Center in New York City


Next Wave Sohn 2019

In addition to the main event, the conference will again feature the 6th annual Next Wave Sohn segment earlier in the day, which showcases emerging managers presenting their latest investment ideas.  Here's the speaker's list:

·         Angela Aldrich, Managing Partner & Portfolio Manager, Bayberry Capital Partners LP
·         Matthew J. Smith, Chief Executive Officer & Chief Investment Officer, Deep Basin Capital LP
·         Parvinder Thiara, Chief Investment Officer, Athanor Capital, LP
·         Todd Westhus, Founding Partner, Chief Investment Officer, Olympus Peak Asset Management LP
·         Lauren Taylor Wolfe, Managing Partner, Impactive Capital LP


As usual, this figures to be a full day of interesting market ideas and thought provoking discussion, all benefiting pediatric cancer research.  If you're interested in attending, we'd recommend signing up quickly before the rest of the seats disappear.