Sohn London Investment Conference 2023: Calibrate Partners on Lloyds

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Jacob Wolinsky
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The following are notes from Michela Ferrulli's presentation from the 10th Annual Sohn London Investment Conference, which took place on December 6th, 2023.

Michela Ferrulli on Lloyds Bank

  • Calibrate Partners's Michela Ferrulli, with 20 years of experience, presents a pitch focusing on a blue-chip company in the UK market.

Market Analysis: Lloyds Bank - A Proxy for the UK Economy:

  • Identifies Lloyds Banking Group PLC (LON:LLOY) as a significant proxy for the UK economy.
  • Posits that as the UK economy improves, so will the prospects for Lloyds Bank.
  • Anticipates that central banks will...

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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.comFD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.