The 2025 Sohn New York Conference is coming up on May 14, and Hedge Fund Alpha will have complete coverage. Marking its 30th anniversary, the conference will be held at Frederick P. Rose Hall at Jazz at Lincoln Center in New York. Once again, the proceeds from the conference will support finding cures for pediatric cancer and other childhood diseases.
Last year’s stock picks haven’t held up so well
Before we dive into the agenda for the 2025 Sohn New York Conference, let’s take a look at some of last year’s stock picks and how they’ve performed over the past year. Gumshoe Capital Management founder Eric Wolff pitched Pason (TSE:PSI), a Canadian oil and gas company. Unfortunately, this stock hasn’t done so well, tumbling 25% over the last 12 months.
Nikhil and Krish Daftary of NK Capital pitched Canada-listed gas station operator Couche Tard. While the stock has had a bouncy ride over the last three months, it’s down about 5% over the past year.
Michelle Ross of StemPoint Capital suggested Crinetics Pharmaceuticals (NASDAQ:CRNX), which has plunged 39% over the past year. Meanwhile, David Einhorn pitched the Belgian chemicals company Solvay (EBR:SOLB), which has held up better than the other stock picks on this list, rising 39.5% including the dividend payment since his pitch. Etsy stock pitched by Jesse Cohn of Elliott Investment Management, is off 27% over the last year.
You can check out our complete coverage of the 2024 Sohn New York Conference here.
This year, the top hedge fund and alternative investors in the world will converge at The 2025 Sohn New York Conference, including well-known names like David Einhorn of Greenlight Capital, Steve Cohen of Point72 Asset Management, Karen Karniol-Tambour of Bridgewater Associates and more.
You can find the full agenda for the 2025 Sohn New York Conference here, but here are just the highlights.
Highlights from the 2025 Sohn New York Conference Agenda
Following the Women in Finance discussion during breakfast, the 2025 Sohn New York Conference will bring ideas from leading emerging managers Joseph Talia, Alexandra Engler, Kristov Paulus and Connie Lee. Jim Chanos will moderate a short-selling panel with Chris Drose, William Mueller and Victor Bonilla.
After lunch, which includes discussions called The Investment Case for $1m BTC and Family Offices Reach the Big Leagues, attendees will enjoy a fireside chat with Leon Shaulov and Josh Resnick, an idea from Seth Fischer of Oasis Management, and Lightning Round pitches from Lauren Taylor Wolfe of Impactive Capital, William Heard of Heard Capital, John Yetimoglu of Infinitum Asset Management, and John Harris of Ruane Cunniff LP.
Following the Lightning Round, the 2025 Sohn New York Conference will offer ideas from Jonathan Lennon of PLP Funds and Larry Robbins of Glenview Capital. Next up is a fireside chat with Aravind Srinivas and Elad Gil, a celebration of 30 years of the conference, and an idea from David Einhorn of Greenlight Capital.
List of the 2025 Sohn New York Conference Speakers
Here’s the full list of asset managers and alternative investors who are scheduled to speak at this year’s conference:
- Steve Cohen, Chairman, CEO and President, Point72 Asset Management
- David Einhorn, President, Greenlight Capital
- Karen Karniol-Tambour, Co-Chief Investment Officer, Bridgewater Associates
- Gerard Piqué, President and Founder, Kosmos
- Aravind Srinivas, Co-Founder and CEO, Perplexity
- Lauren Taylor Wolfe, Co-Founder and Managing Partner, Impactive Capital
- Scott Goodwin, Co-Founder and Managing Partner, Diameter Capital Partners
- Leon Shaulov, Founder, Maplelane Capital
- Djamel Agaoua, CEO, The Kings League
- Larry Robbins, CEO, Glenview Capital
- Sherrese Clarke Soares, Founder and CEO, HarbourView Equity Partners
- Tag Greason, Co-CEO, QTS Data Centers
- Elad Gil, Serial entrepreneur, operating executive, and investor
- Jawad Mian, Founder, Stray Reflections - Moderator
- Jonathan Lennon, Founder and CIO, PLP Funds
- Seth Fischer, Founder and CIO, Oasis Management
- Josh Resnick, Founder and Managing Partner, Jericho Capital
- William Heard, CEO and CIO, Heard Capital
- John Harris, Managing Partner, Ruane Cunniff LP
- Harley Miller, Managing Partner and CEO, Left Lane Capital
- John Yetimoglu, CIO, Infinitum Asset Management
- Rob Citrone, Founder, Principal and Portfolio Manager, Discovery Capital Management
- Leslie Picker, Senior finance and banking reporter, CNBC - Moderator
- Oz Pearlman, Mentalist
Next Wave
- Connie Lee, Founder and CIO, Felis Advantage
- Kristov Paulus, Founder, Managing Partner and CIO, Kultura Capital Management
- Alexandra Engler, Managing Partner, Arène Capital
- Joseph Talia, Founder & CIO, VictoryArc Holdings
- Chris Drose, Founder, Bleecker Street Research
- Victor Bonilla, Founder and CIO, Carrollwood Capital Management
- William Mueller, Founder and CIO, Mink Brook Asset Management
- Jim Chanos, President and Founder, Chanos & Co. - Moderator
Related: Check out the top Alternative Investment Fund Conferences — don’t miss the best events of 2025!
