The Excellence in Investing for Children's Causes Foundation hosted its 14th annual Sohn San Francisco Investment Conference was held on September 16th, 2023.
Below are notes from the Next Wave session, in which Islander Capital's Co-Founder presents his long idea on Mattel Inc (NASDAQ:MAT) and Foreword Capital's Founder presents his idea on 2U Convertible Bonds.
Next Wave Sohn San Francisco Session
David Semenza - Islander Capital
- Varsity goalie at Brown
- Worked at Cerberus (3 years) & Matrix (12 years)
- TMT, consumer, software & payments
- 40-60% target net return
...
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Exclusive Access to coverage of Private, Closed-Door Investor Conferences
Hedge Fund Manager Research Currently Producing 21% – 40% Returns Annually
