The 2025 Sohn London Conference takes place on Wednesday, 19th November 2025, at the London Marriott Grosvenor Square. Now in its 12th year, the Sohn London conference brings together Europe’s top hedge fund managers and institutional investors to share their high-conviction (mostly) equity investment strategies. All proceeds from the conference go to help pediatric cancer research: In short, a great event for a great cause!
Can’t make it to the the event ? Stay tuned for our in-depth coverage of the conference.
The speaker list and agenda for the 12th Annual Sohn London Investment Conference is detailed below, followed by links to each pitch.
Also see - Sohn London Conference 2024 In-depth Coverage
The 2025 Sohn London Conference - Agenda
11.30am - Lunch, sponsored by AlphaSense
WELCOME AND INTRODUCTION
Piers Butler & Dina Geha – Co-chairs, Sohn Foundation London
12.15pm - 2025 Sohn London Conference Presentations - Part I
- Avi Fruchter, Vinrta Capital
Introduced by Lawrence Oberleith (Marex)
See: Vintra’s Avi Fruchter Likes This Polish Mid-cap Which Is A Major Amazon Supplier Amazon
- Alyx Wood, Kernow Asset Management
Introduced by Piers Butler (Sohn Foundation London)
See: Kernow's Alyx Wood Makes Big Bet On This UK Insurer Which Could 5x
Also see - Hidden Value Stocks Q2 2025 Issue: Kernow Asset Management and Plough Penny Partners
- Igor Kryca, Lombardi Capital
Introduced by Morgaine Conway-Grim (Hawks & Doves)
See: Ex-Soros/Rentech PM Igor Kryca Likes This German Manufacturer
- Christian Putz, ARR Investment Partners
Introduced by Kim Shapiro (HSBC Global Investment Research)
See: ARR’s Christian Putz – This Strong & Large Kazakh Bank Has A 15% Dividend Yield
- Katie Moran, CIE Partners
Introduced by Alexandra Thelis (BNP Paribas)
See: CIE's Katie Moran Likes Stock Of This Dominant Brokerage
- Priya Kodeeswaran, Katamaran Capital LLP
Introduced by Ender Onzam (HSBC Global Banking and Markets)
See: Ex-Millennium Group Senior PM Priya Kodeeswaran Is Short This Mid-cap Tech Stock
13:45 - AFTERNOON TEA
2.15pm - 2025 Sohn London Conference Presentations - Part II
- Charles L. Heenan, Kennox Asset Management
Introduced by Bryan O’Carroll (Sohn Foundation London)
See: Kennox’s Charles Heenan – This Great International Apparel Stock Is Trading At 8x PE
Also see - Interview With Kennox Strategic Value Fund Manager
- John White, Calibrate Partners
Introduced by Dina Geha (Sohn Foundation London)
See: Ex-GLG Partner John White Likes This Mid-cap UK Builder
Also see - 2023 Sohn London Conference: Calibrate Partners on Lloyds
- Mattias Thärn, Brummer & Partners
Introduced by Martin Cristiansson (BNP Paribas)
See: Brummer & Partners’ Mattias Tharn Is Short This Swedish Midcap
- Boaz Weinstein, Saba Capital
Introduced by Ksenia Galouchko (Greenbrook)
See: Boaz Weinstein “Storm Is Brewing” In REITs, BDCs; Pitches REIT & Trust Idea
Also See - Boaz Weinstein Explains Why Activist Investors Avoid Closed-End Funds
- Daniel Yu & Cyrus de Weck, Gotham City Research
Introduced by Chris Elliott (Marex)
See - The "Hail Mary Pass of A Dying Business" - Gotham Short Thesis on A Debt-Fueled Frenzy
Also see - Gotham Research Founder Fears For Safety After Article Published
Evan Sohn, Sohn Foundation
15:30 - COFFEE BREAK & NETWORKING
4pm - 2025 Sohn London Conference Presentations - Part III
- Macro Panel — Nouriel Roubini & Jason Cuttler, Hudson Bay Capital
Introduced by Armenio Keusseyan (Sohn Foundation London)
See: Hudson Bay’s Jason Cuttler – AI Could Drive S&P 500 To 9000
- James Smith, Palliser Capital
- Introduced by Conor Davis (BNP Paribas)
See: Palliser Capital Is Long This Japanese Stock Trading At 50% Of NAV
Also see 2025 Sohn Hong Kong: Palliser’s James Smith – This High-Quality Japanese Manufacturer Has 90% Upside
- Nicholas Firth, Xantium Group (Tudor Investment Corporation)
Introduced by Ksenia Galouchko (Greenbrook)
See: Targeting 100,000 Patients: Tudor’s Firth Details Valuation of Company’s Neuroscience Pipeline
- Carson Block, Muddy Waters Capital
Introduced by Sami Lopez-Geha (Sohn Foundation London)
See: Muddy Waters’ Carson Block – This Gold Miner Could 5x On a “Tier One Freak Discovery”
Also see - Sohn London Investment Conference 2023: Muddy Waters’ Short Idea
17:00 - CLOSE AND COCKTAIL HOUR
About Sohn London:
The Sohn Foundation London Board of Directors comprises of Piers Butler (HSBC), Dina Geha (BNP Paribas), Armenio Keusseyan (Hudson Bay Capital), Manuel Stotz (Kingsway Capital), Evan Sohn (Aura Intelligence), and Rob White (Greenbrook).
@SohnConferenceFoundation, #Sohn2025 and #SohnLDN2025 – for meeting updates, news, and highlights.
About The Sohn Conference Foundation:
The Sohn Conference Foundation is dedicated to the treatment and cure of paediatric cancer. The Sohn Conference Foundation supports cutting-edge medical research, state-of-the-art research equipment, and innovative programs to ensure that children with cancer survive and thrive.
The Sohn Investment Conference honors the memory of Ira Sohn, a Wall Street Professional who lost his battle with cancer at age 29. His friends and family founded the New York Sohn Investment Conference in 1995. Since then, investment leaders from across the globe have been inspired to launch partner Sohn Conferences to bring the financial community together for charitable causes.
Sohn Conferences include Sohn Australia, Sohn Hong Kong, Sohn London, Sohn Monaco, Sohn Montreal, Sohn New York, Sohn San Francisco, and Sohn Tel Aviv.
To date, the Foundation has raised in excess of $150 million.
More information on the Sohn Investment Conference is available at www.sohnconference.org
