The 6th Sohn Monaco Investment Conference returned to the Yacht Club de Monaco on June 24, with some of Europe’s sharpest managers trading their best ideas to raise money for pediatric cancer research. The pitches ran from deep value to blue-sky moonshots. Per Lekander of Clean Energy Transition argued his solar name could climb another 100% to 350%, with a space-solar scenario on top.
Calibrate’s Michela Ferrulli made the case that while Nvidia gets the headlines, ABB gets the purchase orders that power every AI data center. Banor’s Angelo Meda found a quiet compounder the market has dumped into the “AI loser” basket by mistake, while Rhenman’s Kaspar Hallsten backed two medical-technology names he thinks can triple. There was a short, a chemicals-conglomerate break-up, and a closing study of how fund flows, not fundamentals, increasingly set prices. Full coverage of every session is below. Hedge Fund Alpha is proud to be a media partner of this wonderful cause.
Hedge Fund Alpha Coverage of the 2026 Sessions
- Alison Porter, Janus Henderson. A 40-plus-year-old Boston company she calls the purest way to play machine vision at the intersection of AI and reshoring. Read the pitch
- Vincent Ijaouane, Vigama Capital. A misunderstood specialty-materials leader the market still treats as a sleepy chemicals conglomerate, with a path to doubling. Read the pitch
- Moni Sternbach, Haverstock Capital. The one short of the day: a European food-ingredients company that clears all three of Haverstock’s checks for a high-conviction short. Read the pitch
- Angelo Meda, Banor SIM. A quiet European compounder the market wrongly dropped into the “AI loser” basket, now near its cheapest valuation since listing. Read the pitch
- Per Lekander, Clean Energy Transition. The only Western solar manufacturer that still matters, with a 100-350% base case and a space-solar wildcard on top. Read the pitch
- Michela Ferrulli, Calibrate Management. Nvidia gets the AI headlines; this industrial quietly collects the purchase orders that electrify every data center. Read the pitch
- Célia Fseil, Candriam. Why fund flows, not fundamentals, are the biggest mispricing opportunity in equity markets, with the SpaceX IPO as the case study. Read the talk
- Fawaz Chaudhry, Horizon Global Partners. Why the AI data-center power crunch makes this fracking and on-site-power play his best idea. Read the pitch
- Harrison Moot, Sandstone. A consumer-review platform he argues is a winner-take-all “trust monopoly” with a long monetization runway. Read the pitch
Also See
- 2025 Sohn Monaco Conference: Taconic, SSVL, Carrhae, Palliser, AVI, Origo And More [PDF Report]
- 2025 Sohn NY Conference: Einhorn, Steve Cohen, Citrone, Chanos, Glenview [170 Page PDF Report]
Can’t make it to the event on the beautiful shores of Monaco? Hedge Fund Alpha will have full coverage of the event at this page, so you can check this back anytime, or check our dedicated hedge fund conferences page.
This year’s program will showcase top investment managers sharing their best ideas and fresh market perspectives, all in support of groundbreaking pediatric cancer research and treatment. The global investment community returns to Monaco for another powerful day of ideas and impact.
Highlights of the Event
- Keynote presentations: exclusive market insights and high-conviction ideas from the most influential investment minds
- Networking opportunities: inspiring platform to connect with industry leaders and peers
- Impactful purpose: every registration fee, donation and sponsorship will directly benefit pediatric cancer research initiatives, providing hope and support to young patients and their families
2026 Sohn Monaco Conference Agenda
The conference takes place on Wednesday 24 June at the Yacht Club de Monaco. The full running order:
- 12:30 – Registration and networking lunch
- 14:00 – Opening remarks: Florence Tournier, Co-Chair, Sohn Monaco
- 14:05 – Presentations, Part 1:
- Alison Porter, Portfolio Manager, Janus Henderson
- Kaspar Hållsten, CIO and Portfolio Manager, Rhenman & Partners
- Vincent Ijaouane, Founder and CIO, Vigama Capital
- Moni Sternbach, Founder and CIO, Haverstock Capital
- Jean-François Peyron, Research Director, Inserm C3M
- Angelo Meda, Head of Equities and Partner, Banor
- 16:00 – Presentations, Part 2:
- Per Lekander, Partner, Portfolio Manager and CEO, Clean Energy Transition (see his 2025 Sohn Monaco pitch)
- Michela Ferrulli, Co-Founder, Calibrate Management
- Claudia Morandini, Founder, CMT
- Matteo Trentin, Professional Cyclist
- Célia Fseil, Head of Equity Market Neutral, Candriam
- Fawaz Chaudhry, CIO, Horizon Global Partners
- Francesco Dall’Asta, Co-CEO and CFO, Monaco Boat Service
- Harrison Moot, Co-Founder, Sandstone (also presented at 2026 Sohn Hong Kong)
- 18:00 – Closing remarks: Justin Hilbert, Co-Chair, Sohn Monaco, followed by a cocktail reception
Special guest Frédéric Cottalorda, Minister of Finance and Economy of the Government of Monaco.
Sponsors, supporters, contributors and partners: Aurel BGC, Lumyna, Banor, Clean Energy Transition, Churchill Capital, Makor, AMAF, AMFiD, Monaco Economic Board, MWFI, 100 Women in Finance, Hedge Fund Alpha, The Hedge Fund Journal and Horago.
For more information about Sohn Monaco and the Sohn Conference Foundation, visit www.sohnconference.org. Follow us on X @SohnConf, #Sohn2026 and #SohnMC for meeting updates, news and highlights.
