2024 Sohn New York Conference: Greenlight, Bridgewater, Lone Pine, Elliott, Duquesne, Diameter And Much More [In-Depth Coverage]

Below you can find our coverage of the 29th Annual 2024 Sohn New York Conference, which took place on Wednesday, 3rd April 2024 at the Jazz at Lincoln Center’s Frederick P. Rose Hall in New York City.  There were a lot of great speakers and we have them all covered so make sure to click all the links below, and we are still updating it with some final coverage.

Check out more hedge fund conference coverage here.

• Also check our coverage of the 2023 Sohn London Investment Conference here.
• And see our hedge fund letters database here.

2024 New York Sohn Investment Conference Speakers

Next Wave speakers:

• Eric Wolff – Portfolio Manager, Gumshoe Capital Management is long a Canadian energy company.
• Nikhil and Krish Daftary – Co-Founders and Partners, NK Capital are long these gas stations.
• Michelle Ross – CIO and Managing Partner, StemPoint Capital talks about GLP and life science sector and how to profit from it.
• Gor Ter-Grigoryan – Managing Partner, Sellaronda Global likes this large Nordic company.
• Chris Drose – Founder, Bleecker Street Research, Fahmi Quadir of Saftkhet Capital Management and Nate Koppikar – Founder, Orso Partners panel discussion on short selling and their favorite ideas can be found here. See an article on the topic here.

2024 Sohn New York Conference – speakers include:

• David Einhorn – President, Greenlight Capital. See his latest investor letter here. David pitches a Belgian chemicals company. Slides from the conference can be viewed here.
• Scott Goodwin – Managing Partner and Co-Founder, Diameter Capital. See a previous pitch here. Scott discussed CRE and banking loans and a distressed bank he likes.
• Adam D’Angelo – CEO, Quora explains how AI is misunderstood by many.
• Seth Fischer – Founder and CIO, Oasis Management. See our interview with Seth here. Seth likes a Japanese stock.
• Panel discussion: Mohammed Anjarwala, Co-Founder, Advent Global Opportunities, and Michael Buckley, Portfolio Manager, Duquesne Family Office, Nick Shalek, General Partner, Ribbit Capital, and Tom Morgan. The notes can be viewed here. Biotech pitch, crypto thesis and an aerospace company were some of the favorite ideas mentioned.
• The conference winner pitches an AI related stock idea.
• Jesse Cohn, Managing Partner, Elliott Investment Management. See more coverage on Elliott here. Jesse likes an e-commerce company.
• Karen Karniol-Tambour, Co-CIO, Bridgewater Associates. Learn more about Bridgewater here. Karen talks about macro economics and the global economy. See more from that presentation here.
• Greg Coffey, Founder and CIO, Kirkoswald Asset Management discussed advice on trading and investing.
• Panel: – Eli Casdin – Founder and CIO, Casdin Capital, Angela Aldrich – Managing Partner, Bayberry Capital Partners, Matt Harris – Partner, Bain Capital Ventures, and Kevin Salimian – Managing Director, Lone Pine Capital and Boykin Curry is a partner at Eagle Capital. Those notes can be viewed here. The discussion included the China contrarian case, worries over American banks, tax policy, biotech stock ideas and why Lone Pine is super bullish on one AI hardware related stock. More on Lone Pine’s pick here.
• Fireside chat with Josh Resnick of Jericho Capital. See a profile of the firm here.
• Our full coverage round up can be viewed here.