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 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…
2019 Sohn Conference: Olympus Peak Long Short Corporate Debt Trade
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.