The following are notes from Boykin Curry, Eli Casdin, Angela Aldrich, Matt Harris and Kevin Salimian's presentation at the 29th Annual 2024 New York Sohn Investment Conference, which took place on April 3rd, 2024.
Boykin Curry is a Former Co-CIO of Eagle Capital Management LLC. Formerly a portfolio manager at Kingdon Capital, Boykin began his investment career at Miller Anderson & Sherrerd.
Angela Aldrich is the Founder, Managing Partner, and Portfolio Manager at Bayberry Capital, an investment firm based in New York, NY. Bayberry is a long / short equity firm that invests globally through a fundamental primary-research driven process.
Eli Casdin is the founder and Chief Investment Officer of Casdin Capital. Casdin Capital engages as productive investor-partners,...
