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Marcello Desio – 2018 Next Wave Sohn San Francisco

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Jacob Wolinsky
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Stay tuned for more from IRA Next Wave Sohn which took place on October 29, 2018 in San Francisco. All content will be posted at this link and in our Q3 letters archive so stay tuned.

Check out our coverage of Invest For Kids 2018 Conference here.

Check out Daniel Kozlowski's notes here.

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Marcelo Desio founded Lucha Capital Management L.P in July 2016 and launched the fund in September of 2016. Marcelo has over 20 years of long/ short investing specializing in TMT and business services.

Marcelo, along with partners Bill Dauphinais and Cody Shevitz, manages a market neutral equity strategy...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid