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2019 Sohn Conference: Olympus Peak Long Short Corporate Debt Trade

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Jacob Wolinsky
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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

2019 Sohn Investment Conference Notes

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 she led many investments in the technology,...

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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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.