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2019 Sohn Conference: Olympus Peak Long Short Corporate Debt Trade

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Jacob Wolinsky
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Rough notes of Lauren Taylor Wolfe, Impactive Capital and Todd Westhus, Oympus Peak from the 2019 Sohn Investment Conference which took place on the 6th of May.

See our full coverage of the 2019 Sohn Investment Conference here.

Q1 hedge fund letters, conference, scoops etc

2019 Sohn Investment Conference Notes

Lauren Taylor Wolfe (Impactive Capital LP) Long: Wyndam Hotels & Resorts (WH)

Lauren Taylor Wolfe is a founding partner of Impactive Capital, an investment firm combining shareholder activism with ESG engagement. Prior to that for 10 years she was Managing Director and Investing Partner of Blue Harbour Group, a $3 billion activist investment firm, where she led many investments in the technology,...

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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