Update (May 31, 2026): This post now includes our full 123-page PDF report of the 2026 Sohn New York Conference — detailed write-ups of all 23 sessions, one-year price charts on every single-name pitch, an editor’s note, a Pitches-at-a-Glance summary table, and disclosures. Paid subscribers can download it at the bottom of this post.
Below is the speaker lineup for both the main conference and the Sohn Next Wave program. Also see:- 2025 Sohn NY Conference: Einhorn, Steve Cohen, Citrone, Chanos, Glenview
- 2024 Sohn New York Conference: Greenlight, Bridgewater, Lone Pine, Elliott, Duquesne, Diameter And Much More
- 2025 Sohn London Conference: Tudor, Palliser, Saba, Gotham City & Other Top Investors Reveal Best Ideas
Sohn’s Greatest Hits: Calls That Made History
The Sohn stage has produced some of the most-cited stock pitches of the last quarter-century. A few standouts:
In his “Accounting Ingenuity” presentation, Einhorn methodically dismantled Lehman’s balance sheet and disclosed Greenlight’s short position. Lehman filed for bankruptcy roughly four months later, on September 15, 2008. Widely regarded as the most famous Sohn pitch ever delivered.
Einhorn’s earlier short call when he was young and less well known became one of Greenlight’s signature wins. He has since donated $7 million of the profits to the Sohn Conference Foundation in support of pediatric cancer research.
The Glenview Capital founder argued managed-care HMOs were the last untouched corner of healthcare. In the year that followed, Humana rose roughly 54% and WellPoint (renamed Anthem in late 2014) rose roughly 50%, both well ahead of the broader market.
Resnick’s bearish call on the rural telco was the single best-performing idea from the 2017 conference, gaining roughly 61% in the twelve months after the pitch, outperforming every higher-profile speaker on the same stage.
Robbins’ second appearance on this list. His DXC long returned roughly 33% in the year following the 2017 conference, the second-best idea from that year’s lineup.
Returns measured from the trading day after each pitch through the 12-month mark. Sources: Sohn Conference Foundation; CNBC; Reuters; Wealth Management.
2026 Sohn New York Conference Speakers
Speakers list updated on May 7, 2026.- Gavin Baker, Managing Partner and CIO, Atreides Management, LP
- Alexis Ohanian, Founder and General Partner, Seven Seven Six, and Co-Founder and Former Executive Chairman, Reddit
- Orlando Bravo, Founder and Managing Partner, Thoma Bravo
- Marc Lasry, Chairman, CEO and Co-Founder, Avenue Capital Group
- Scott Goodwin, Co-Founder and Managing Partner, Diameter Capital Partners
- Ilana D. Weinstein, Founder, The IDW Group
- David Einhorn, President, Greenlight Capital
- Jim Chanos, President and Founder, Chanos & Co.
- Larry Robbins, CEO, Glenview Capital
- Jonathan Ross, Chief Software Architect, Nvidia and Former CEO and Founder, Groq
- Francis Dufay, CEO, Jumia
- Jawad Mian, Founder, Stray Reflections (Moderator)
- Thea Jamison, Founder and Managing Director, CHANGE Global
- Ryan Packard, Managing Partner and CIO, Hiddenite Capital Partners
- Jacob Rubin, Founder and Managing Member, Philosophy Capital Management
- Leon Shaulov, Founder, Maplelane Capital
- Alex Sacerdote, Founder, CEO and Portfolio Manager, Whale Rock Capital Management
- Eduardo Marques, Founder and CIO, Pertento Partners
- David Rosen, Founder, Rubric Capital
- Jonathan Lennon, Founder and CIO, PLP Funds
- Alex Silver, Co-Founder and Chief Investment Officer, Ananym Capital
- Andrew Bellas, Managing Partner, General Equity Holdings
- John Yetimoglu, CIO, Infinitum and Board Director, Groq
- Leslie Picker, Senior Finance and Banking Reporter, CNBC (Moderator)
- Jas Khaira, Head, Blackstone N1
2026 Sohn New York Conference: Next Wave Speakers
- Soren Aandahl, Chief Investment Officer, Blue Orca Capital
- Tariq Barma, Co-Founder and Managing Partner, Balance Capital Partners
- Ali Carim, Co-Founder and Managing Partner, Balance Capital Partners
- Zachary Datikash, Founder, Third North Capital
- Rahul Kishore, Founder, Epicenter Capital
- Joyce Meng, Founder, FACT Capital
- Kevin Salimian, Founder, Voxel Capital
- Leslie Sturgeon, Managing Partner and Chief Investment Officer, Maynard Capital Management
- Jim Chanos, President and Founder, Chanos & Co. (Moderator)
Breakfast Sessions: Real Estate Investment Intelligence: From NYC to National Capital Flows
Panel 1: New York Real Estate: Reading the Reset- Joseph Chiovitti, Managing Director and Global Head of Real Estate Strategy and Lease Transactions, Morgan Stanley
- Peter Riguardi, Chairman and President, New York Tri-State Region, JLL
- Hilary Spann, Executive Vice President, New York Region, BXP
- Glen J. Weiss, EVP, Office Leasing and Co-Head of Real Estate, Vornado Realty Trust
- Diana Olick, Senior Real Estate & Climate Correspondent, CNBC (Moderator)
- Julia Georgules, Head of Research, Leasing & Capital Markets, JLL
- Danny Kaufman, Senior Managing Director and Debt Platform Leader of Capital Markets Americas, JLL
- Michael Simanovsky, Managing Partner and Founder, Conversant Capital
- Andrew Holm, Head of U.S. Diversified Equity, Ares Management
- Diana Olick, Senior Real Estate & Climate Correspondent, CNBC (Moderator)
AI in Portfolio Management: From Hype to High-Conviction Investing
- Aria Georghiou, Head of Client Services for Credit and Public Equities, Third Bridge
- Jillian McIntyre, Founder and CIO, 221B Capital Partners
- Emma Silverman, Partner, TMV Investing
- Ingrid Yin, Co-Founder and Managing Partner, MayTech Global Investments
- Rehana Farrell, CEO, 100 Women in Finance (Moderator)
Lunch Sessions
Crypto Lunch Discussion Presented by Bitmine and Digital Currency Group.- Thomas Lee, Chairman of the Board, Bitmine Immersion; Co-Founder & Head of Research, Fundstrat
- Barry Silbert, Founder & CEO, DCG
- Frank Chaparro, Head of Content and Special Projects, GSR (Moderator)
2026 Sohn New York Conference: Full Agenda for May 12, 2026
8:00 a.m. | Check-in opens 8:30 to 10:00 a.m. | Breakfast Sessions (concurrent)- AI in Portfolio Management: From Hype to High-Conviction Investing (presented by Third Bridge): Aria Georghiou, Ingrid Yin, Emma Silverman, Jillian McIntyre; moderated by Rehana Farrell.
- Real Estate Investment Intelligence: From NYC to National Capital Flows (presented by JLL):
- Panel 1, New York Real Estate: Reading the Reset: Peter Riguardi, Hilary Spann, Glen J. Weiss, Joseph Chiovitti.
- Panel 2, Domestic Capital Reallocation: Michael Simanovsky, Danny Kaufman, Julia Georgules, Andrew Holm.
- Both panels moderated by Diana Olick.
- 10:30 a.m. | Introductory Remarks: Harry Shillingford, Marex
- 10:32 a.m. | Welcome Remarks: Brian Waterhouse, East Rock Capital
- 10:35 a.m. | Idea from Kevin Salimian (Voxel Capital)
- 10:45 a.m. | Idea from Tariq Barma (Balance Capital Partners)
- 10:55 a.m. | Idea from Leslie Sturgeon (Maynard Capital Management)
- 11:05 a.m. | Idea from Rahul Kishore (Epicenter Capital)
- 11:15 a.m. | Short Selling Panel: Soren Aandahl, Joyce Meng, Zachary Datikash; moderated by Jim Chanos
- 12:15 to 12:45 p.m. | Crypto Lunch Session (presented by Bitmine and Digital Currency Group): Thomas Lee and Barry Silbert, moderated by Frank Chaparro.
- 1:00 p.m. | Welcome Remarks
- 1:01 p.m. | Idea from Scott Goodwin (Diameter Capital Partners)
- 1:15 p.m. | Beyond the Final Score: How Sports Became the New Investment Frontier: Alexis Ohanian and Marc Lasry, moderated by Erik Serrano Berntsen
- 1:35 p.m. | Idea from Ryan Packard (Hiddenite Capital Partners)
- 1:45 p.m. | Digging Deeper: Conversations in Fundamental Investing: Jonathan Lennon, David Rosen, Eduardo Marques, and Andrew Bellas, moderated by Mitch Golden
- 2:20 p.m. | Idea from David Einhorn (Greenlight Capital)
- 2:40 p.m. | Intelligence as Infrastructure: How AI Is Rewiring the Economy: Leon Shaulov and Alex Sacerdote, moderated by Leslie Picker
- 3:35 p.m. | Inside the Mind of a Tech Investor: Gavin Baker and Jas Khaira
- 4:00 p.m. | Idea from Jacob Rubin (Philosophy Capital Management)
- 4:10 p.m. | Finding Alpha in People: Ilana D. Weinstein and Jawad Mian
- 4:20 p.m. | The Inference Revolution: Groq, Nvidia and the Future of AI: Jonathan Ross and John Yetimoglu (introduced by Seth Blackman, Partner, KPMG)
- 4:40 p.m. | Emerging Markets Reimagined: Risk, Reward & the Road Ahead: Thea Jamison and Francis Dufay
- 5:00 p.m. | Idea from Alex Silver (Ananym Capital)
- 5:10 p.m. | Idea from Larry Robbins (Glenview Capital)
- 5:20 p.m. | What’s Next for Software: Orlando Bravo and Leslie Picker
Host Committee
- Paulino Lopez (Co-Chair), President, PLP Funds
- Mitch Golden (Co-Chair), Senior Managing Director and Head of Equity Strategies, Blackstone
- Brian Waterhouse (Next Wave Sohn), Managing Director, East Rock Capital
- Farrah Kunwar (Next Wave Sohn), Vice President, PLP Funds
- Erik Serrano Berntsen, Chief Executive Officer, Stable
2026 Sohn New York Conference: Venue
Jazz at Lincoln Center’s Frederick P. Rose Hall, Broadway at 60th Street, New York City. Source: Sohn Conference Foundation. Hedge Fund Alpha is publishing full notes on every pitch and panel.From the Hedge Fund Alpha archives: prior Sohn pitches, letters, and interviews
For deeper background on this year’s speakers, here are prior Sohn presentations, fund letters, and exclusive coverage from the Hedge Fund Alpha archive.David Einhorn
- Sohn. 2025 Sohn Montreal Conference: Stock Pitches From Greenlight, Converium, Oasis, Avenue & More [126 Pg PDF Report]
- Sohn. 2025 Sohn Montreal: Greenlight Capital’s David Einhorn – Navigating Market Disconnects Amid The Death Of Traditional Value Investing
- Letter. Greenlight Capital Scores 66% IRR on Lebanese Debt, Warns of Checkmark Recovery Trap in Uncertain Markets [Q1 2026]
- Letter. Greenlight Masters FoF Up Over 30% In 2025 With Gains From Hedge Funds Helikon, Extract Capital And Tyro Partners
Larry Robbins
- Sohn. 2025 Sohn NY Conference: Einhorn, Steve Cohen, Citrone, Chanos, Glenview [170 Page PDF Report]
- Sohn. Sohn Conference: Larry Robbins Of Glenview Likes These Two Equities
- Letter. Larry Robbins’ Top Undervalued Growth Ideas And What He Is Shorting [Exclusive]
Orlando Bravo
Jim Chanos
- Sohn. 2025 Sohn NY Conference: Einhorn, Steve Cohen, Citrone, Chanos, Glenview [170 Page PDF Report]
- Jim Chanos: FOMO or Fundamentals: Bull vs. Bear Traps & How to Avoid Them
- Jim Chanos: Investors Flock to Fraudulent Companies Despite Risks
Gavin Baker
Alex Sacerdote
- Letter. Whale Rock Capital, Up 30.1% On Year, Plans Close To New Investors
- Letter. Whale Rock Capital: The $1 Trillion Tech Sector Opportunity
Marc Lasry
- Sohn. Ohanian and Lasry to Discuss Sports Investment Boom at 2026 Sohn
- Sohn. 2025 Sohn Montreal Conference: Einhorn, Lasry, Converium, Atreides, Permian, David Kempner & More
- Interview. Sternlicht, Rodriguez, Lasry And Robbins CNBC Interview
- Marc Lasry On The Economics Behind Investing In Bull Riding
Alexis Ohanian
- Sohn. Ohanian and Lasry to Discuss Sports Investment Boom at 2026 Sohn
- Reddit Co-Founder Ohanian Explains Why Venture Capitalists Should Invest In Founders
Scott Goodwin
- Sohn. 2024 Sohn New York Conference: Scott Goodwin of Diameter Capital Likes This Distressed Bank
- Letter. Scott Goodwin’s Diameter Bets Big On AI Debt In These Companies, But Warns ChatGPT Is At Risk: Q4 Letter
Frequently Asked Questions: 2026 Sohn New York Conference
Quick answers to the most common questions about the 2026 Sohn New York Conference, its speakers, agenda, and history.
When is the 2026 Sohn New York Conference?
The 2026 Sohn New York Conference is being held on Tuesday, May 12, 2026, at Frederick P. Rose Hall at Jazz at Lincoln Center, located at Broadway and 60th Street in Manhattan. Check-in opens at 8:00 a.m. and the main investment conference runs from 1:00 p.m. through a 6:00 p.m. cocktail reception.
Who is speaking at the 2026 Sohn New York Conference?
The 2026 Sohn New York Conference mainstage lineup includes David Einhorn (Greenlight Capital), Larry Robbins (Glenview Capital), Orlando Bravo (Thoma Bravo), Marc Lasry (Avenue Capital Group), Gavin Baker (Atreides Management), Scott Goodwin (Diameter Capital Partners), Alex Sacerdote (Whale Rock), Leon Shaulov (Maplelane Capital), Jonathan Ross (Nvidia, formerly Groq), Alexis Ohanian (Seven Seven Six), Jim Chanos, Ilana D. Weinstein (IDW Group), and others. The Next Wave Sohn program features rising managers including Soren Aandahl, Joyce Meng, Tariq Barma, and Leslie Sturgeon.
What is the Sohn Investment Conference?
The Sohn Investment Conference is an annual gathering of leading hedge fund and alternative investment managers who pitch high-conviction stock ideas to a paying audience. The conference is run by the Sohn Conference Foundation, a 501(c)(3) public charity, with proceeds funding pediatric cancer research. The 2026 edition is the 31st annual New York event.
How much does it cost to attend the 2026 Sohn New York Conference?
General admission tickets to the 2026 Sohn New York Conference are priced at $2,000, which includes the full day of programming: Next Wave Sohn, the breakfast and lunch sessions, the mainstage Investment Conference, and the cocktail reception. Group packages with reserved seating and branding opportunities run from $15,000 to $100,000.
Where do the proceeds from the Sohn Conference go?
Proceeds from the Sohn New York Conference fund pediatric cancer research and treatment, including programs at Memorial Sloan Kettering’s pediatric oncology unit. The Sohn Conference Foundation is named for Ira Sohn, a Wall Street trader who died of cancer at age 29.
What is Next Wave Sohn?
Next Wave Sohn is the Sohn Conference’s program for rising and emerging hedge fund managers, held the same morning as the main event. The 2026 Next Wave program runs from 10:30 a.m. to 12:00 p.m. and features pitches from Kevin Salimian (Voxel Capital), Tariq Barma (Balance Capital Partners), Leslie Sturgeon (Maynard Capital Management), and Rahul Kishore (Epicenter Capital), followed by a short-selling panel with Soren Aandahl, Joyce Meng, and Zachary Datikash, moderated by Jim Chanos.
What was the most famous pick in Sohn Conference history?
The most famous pitch in Sohn Conference history is David Einhorn’s short call on Lehman Brothers, delivered at the May 21, 2008 conference. In his “Accounting Ingenuity” presentation, Einhorn questioned Lehman’s accounting and leverage; the bank filed for bankruptcy roughly four months later, on September 15, 2008.
How can I get coverage of the 2026 Sohn New York Conference pitches?
Hedge Fund Alpha is a media partner of the 2026 Sohn New York Conference and will publish full coverage of the stock pitches, panel discussions, and high-conviction investment ideas following the May 12 event. Past coverage of the 2024 and 2025 New York and London Sohn conferences is available on HedgeFundAlpha.com.
Who is sponsoring the 2026 Sohn New York Conference?
Sponsors of the 2026 Sohn New York Conference include JLL (Real Estate Panel), Third Bridge (Women in Finance Breakfast), KPMG (Networking Connections), Marex (Next Wave), Bitmine and Digital Currency Group (Crypto Lunch), AlphaSense (Speaker Lounge), and CNBC (Exclusive Media and Broadcast Partner). Hedge Fund Alpha is a media partner.
Subscribe to Download the Full 123-Page Report
The complete conference PDF — every pitch with detailed write-ups, one-year price charts on every single-name idea, an editor’s note, a Pitches-at-a-Glance summary table, and disclosures — is available to paid Hedge Fund Alpha subscribers.
