The 2025 Sohn New York Conference kicked off on May 14 at Frederick P. Rose Hall, located in Jazz at Lincoln Center in Manhattan. at 8PM EST. Now in its 30th year, The annual New York Sohn Conference features many of the best and brightest hedge fund and alternative investors to share their favorite stock ideas, while raising funds in support of pediatric cancer and other research. Below readers can find links to our full coverage.
UPDATE May 20, 2025 6:12AM EST: If you scroll down to the bottom of this post you can find a full PDF in vanilla and interactive format. The PDF report is 170 pages and features over 20 stock picks and our full coverage of the event.
Save 20% with code CONFERENCE20.
It's a great cause and great event, but if you could not make it you will find extensive coverage of the conference below.
Sohn was not the only conference on May14 2025, the London Value Investing Conference took place that day across the Atlantic. The event featured some of the best investors in the world who pitched over 30 ideas. See London Value Investor Conference 2025: Ideas From Alex Roepers, Oldfield, Causeway And More 100+ pg PDF report here.
The format of this post is as follows - we detail the agenda and brief summary of discussed followed by a link to the article with more details. We also put out some analysis pieces and all of the content in a nice interactive (and vanilla) PDF format. That can now be found at the very bottom of this post in a PDF.
Also check out our coverage of the 2024 Sohn New York Conference.
2025 Sohn New York Conference - Agenda
Morning sessions
Link to full summary of Sohn coverage here.
8:30 – 10:00 a.m. | Alt-Data breakfast sessions - Presented by BattleFin
- 8:30 – 8:50 a.m. | Don't throw darts! Use Alt Data to strengthen conviction in investment Ideas & Current Positions
- Tim Harrington, Zac Yang
- 8:50 – 9:10 a.m. | The Evolving Role of the Hedge Fund Research Analyst
- Tim Harrington, Thomas Li
- 9:10 – 9:35 a.m. | Alt Data Mosaic - Consumer & Retail data driven signals and trends
- Gene Gallagher, Andrew Sprague, Evan Sohn
- 9:35 – 10:00 a.m. | New Trade Era Crossroads: Global Giants vs. Local Makers in Retail/Consumer stocks
- Bryan Mistele, Zac Yang
The notes from all of the above panels can be viewed here.
2025 Sohn New York Conference: Next Wave Sohn
Ideas from:
- 10:20 AM | Joseph Talia of VictoryArc opened the 2025 Sohn New York Conference Next Wave panel pitching a strong and cheap company abroad. Talia explains why this Israeli company is misunderstood and could triple from here.
- Talia's stock pitch can be found here.
- 10:30 AM | Connie Lee of Felis Advantage. Lee recently launched her own hedge fund after many years at Tiger Global Management where she was a Partner. Lee pitched a high quality fintech company with cheap valuation.
- Find Lee's thesis here.
- We recently interviewed Connie and the article will be posted in the coming days - stay tuned!
- 10:40 AM | Kristov Paulus notes that this Brokerage firm popular with Gen-Z and meme style trading is a strong business whose stock could triple from here.
- Link to Paulus' pitch is here.
- 10:50 AM | Alexandra Engler of Arene Capital presented her thesis for why she likes this mid size chemicals company.
- Link to the pitch.
11:00 AM | Short Selling Panel
Chris Drose, William Mueller, Victor Bonilla moderated by Jim Chanos. Each of the short-sellers detailed specific names they are betting against. In addition to actual stock picks, they also discussed strategy, investment process, risk management and more.
See our Sohn short-selling panel notes.
Also see our recent interview with Victor Bonilla.
12:15 – 12:45 p.m. | The Investment Case for $1m BTC lunch fireside chat Presented by Blockchain.com
- Peter Smith, Manuel Stotz
12:15 – 12:45 p.m. | Family Offices Reach the Big Leagues lunch discussion Presented by CNBC
- David Adelman, Moderated by: Robert Frank
David Adelman notes can be found here.
Related: Check out the top Alternative Investment Fund Conferences — don’t miss the best events of 2025!
2025 Sohn New York Conference: Afternoon Sessions
1:01 PM | Idea From: Seth Fischer, Oasis Capital. Seth is a Japan focused activist investor. He likes one Japanese company which he sees as having much potential but needs new management to work on capital allocation and other corporate governance reforms.
The full pitch can be found here.
Stay tuned for our interview with Seth which should go live soon!
1:15 PM | 2025 Sohn New York Conference Early Afternoon Lightning Round
- Lauren Taylor Wolfe, William Heard, John Harris, John Yetimoglu, and David Rosen
- Coordinated by: Erik Serrano Berntsen
The panel consisted of four stock pitches with two US based, and two foreign firms. Some compelling ideas were discussed.
1:45 PM | Idea from: Jonathan Lennon, Founder and CIO of PLP Funds. The firm has a PE, L/S fund and incubation firm. Doesn't normally speak but his mother was a cancer survivor. Lennon likes this eye-care company.
See notes from the presentation here.
1:55 PM | Idea from: Larry Robbins of Glenview Capital. He pitches two ideas one a pharma company trading at 6x earnings despite 5% CAGR with a new CEO. Growing in generics business, which is now going to be a hot wave. The second idea is a payments company which is viewed as trouble but he believes will have less risks in a major merger the company is involved in.
Link to Larry Robbin's pitch.
2:05 PM | Fireside Discussion
- Aravind Srinivas and Sebastian Mallaby. Aravind is the founder of Perplexity a very hot AI based search tool which has earned a multi-billion valuation. Mallaby is a famous journalist and economist.
- Srinivas talks about projects currently being built and is also working on a new browser. Srinivas says the Browser is the real battle, not search.
See the fireside chat here.
2025 Sohn New York Conference Celebrates its 30th Anniversary
Idea from: David Einhorn, Greenlight Capital likes a German company he originally purchased 2005. Einhorn notes it was the second most profitable investment ever by Greenlight. He likes the stock again these days.
The notes can be found here.
An in-depth analysis of David Einhorn's Sohn pitch can be found here.
2025 Sohn New York Conference Late Afternoon Sessions
2025 Sohn New York Conference Lightning Round
- Mohammed Anjarwala, Dan Dreyfus, Salil Sharma, Ryan Packard
- Coordinated by: Les Baquiran Alpine
Mohammed of Advent Global Opportunities expects this private credit stock (with no balance sheet risk) to double in next three years. Dan Dreyfus, Founder and CIO of Bornite Capital likes this company which helps with nuclear safety. Packard notes a compounder which is not TDG or well known and has catalysts which can boost it further.
See the three stock pitches here.
Fireside Discussion
- Rob Citrone and Karen Karniol-Tambour, Bridgewater Associates discussed macro. Rob says Israel cannot allow Iran to go nuclear so there is a good chance oil goes up big time and that the risk reward is massive at least in the short term. Karen disagrees and recommends other investments.
See the fireside chat notes here.
Fireside Discussion
- Gerard Pique and Djamel Agaoua moderated by Harley Miller
Discuss the sports industry from an investor perspective, and how the future of streaming, gaming and sports are changing.
See the details here.
Idea from: Tag Greason QTS. Owned by Blackstone - Tag says they are the largest datacenter company in America. Explains what you need to know about datacenters, WHY so much is being spent. So many speakers at the 2025 Sohn New York Conference mention electricity, power plants and other AI infrastructure. But how does it work?
Notes for Tag's presentation can be found here.
5:05 PM | Fireside Discussion
- Steve Cohen, moderated by Jawad Mian
Steve Cohen of Point 72 says next year will also be slow growth which leads to question of how to put multiple on the earnings. Likely in a trading range for a while - 24 everything worked and Steve convinced his PMs things will be different in 2025.
The Steve Cohen fireside chat can be found here.
5:30 p.m. – 6:30 p.m. | 2025 Sohn New York Conference Ends And Cocktail Reception Begins
Full list of 2025 Sohn New York Conference Speakers:
- Steve Cohen, Chairman, CEO and President, Point72 Asset Management
- David Einhorn, President, Greenlight Capital
- Jonathan Lennon, Founder and CIO, PLP Funds
- Seth Fischer, Founder and CIO, Oasis Management
- Larry Robbins, CEO, Glenview Capital
- Oz Pearlman, Mentalist
- Scott Goodwin, Co-Founder and Managing Partner, Diameter Capital Partners
- Tag Greason, Co-CEO, QTS Data Centers
- Rob Citrone, Founder, Principal and Portfolio Manager, Discovery Capital Management
- Karen Karniol-Tambour, Co-Chief Investment Officer, Bridgewater Associates
- Gerard Pique, President and Founder, Kosmos
- Djamel Agaoua, CEO, The Kings League
- Sebastian Mallaby, Senior Fellow for International Economics, Council on Foreign Relations
- Aravind Srinivas, Co-Founder and CEO, Perplexity
- Lauren Taylor Wolfe, Co-Founder and Managing Partner, Impactive Capital
- William Heard, CEO and CIO, Heard Capital
- John Harris, Managing Partner, Ruane Cunniff LP
- John Yetimoglu, CIO, Infinitum Asset Management
- David Rosen, Founder, Rubric Capital
- Erik Serrano Berntsen, CEO, Stable
- Mohammed Anjarwala, Managing Director, Advent Global Opportunities
- Dan Dreyfus, Founder and CIO, Bornite Capital
- Salil Sharma, Managing Director, Kathmandu Division, Leucadia Asset Management
- Ryan Packard, Managing Partner and CIO, Hiddenite Capital Partners
- Les Baquiran, Founder, Alpine Capital Advisors
- Jawad Mian, Founder, Stray Reflections - Moderator
- Harley Miller, Managing Partner and CEO, Left Lane Capital - Moderator
- Harry Shillingford, Co‑Head of Americas Prime Brokerage Sales, Outsourced Trading and Capital Introduction, Marex - Introductory Remarks
2025 Sohn New York Conference 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
Sponsored Speakers
Women in Finance Breakfast Discussion
- Li Boynton, Founder, Monarch Investing
- Rena Rosenberg, Managing Director, Alvarez & Marsal Life Sciences
- Katherine Xu, Partner, Decheng Capital
- Severine Chatelet, Head of Client Engagement, US Credit and Public Equities, Third Bridge
- Dina Geha, Global Head of Distribution, BNP Partners
2025 Sohn New York Conference - Alternative Data Breakfast Sessions
- Tim Harrington, CEO, BattleFin
- Zac Yang, Director, Head of Product, Exabel
- Gene Gallagher, Director of Research, Exabel
- Andrew Sprague, Vice President of Sales, Sensor Tower
- Evan Sohn, CEO, Aura
- Bryan Mistele, Co-Founder and CEO, INRIX
- Thomas Li, Co-Founder and CEO, Daloopa
Family Offices Reach the Big Leagues Lunch Discussion
- David Adelman, Founder, Darco Capital
- Robert Frank, Wealth Editor, CNBC
The Investment Case for $1m BTC Lunch Discussion
- Peter Smith, CEO and Co-Founder, Blockchain.com
- Manuel Stotz, Founder, Kingsway Capital
See the PDF of last year's event below, we have more extensive and useful coverage this year.
Check out the 2025 Sohn New York Conference homepage here.
Below readers can find our full 170 page PDF report of the 2025 Sohn New York Conference
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