Alp Ercil Macro Basket Pitch: Sohn Hong Kong Conference 2020

Jacob Wolinsky

Published onSeptember 9, 2020

Notes from Alp Ercil's presentation from Karen Leung Foundation's Sohn Hong Kong Investment Leaders Conference 2020.

The Karen Leung Foundation is proud to present the 8th Annual Sohn Hong Kong Virtual Investment Leaders Conference as a part of the virtual SohnX initiative. As with every year, the conference brings together Asia’s leading investors to support the fight against gynecological and pediatric cancers by promoting research, education, prevention and optimal treatment. To address travel and social gathering restrictions, the main sessions of the event will be accessible virtually via live stream.

Alp Ercil

Founder & Chief Investment Officer, ARCM

Alp Ercil is the founding partner and Chief Investment Officer of ARCM, a...

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Jacob Wolinsky

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid

Alp Ercil Macro Basket Pitch: Sohn Hong Kong Conference 2020

Alp Ercil

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