2024 Sohn New York Conference: Michelle Ross Of StemPoint Capital Is Long This Company Poised To Gain From GLP Craze [In-Depth]

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The following are notes from from Michelle Ross’ pitch at 29th Annual 2024 New York Sohn Investment Conference, which took place on April 3rd, 2024.

Michelle Ross founded StemPoint Capital LP. Presently, she is Chief Investment Officer & Managing Partner at this company. In her past career Ms. Ross occupied the position of Analyst at Soros Fund Management LLC and Vice President for PointState Capital LP. She received a graduate degree from The Trustees of Columbia University in The City of New York and an undergraduate degree from Yeshiva University.

The company she is discussing is

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