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Chris James Partner Fund Management CIO- Long Taxes Pitch @ Invest For Kids 2018

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Jacob Wolinsky
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Stay tuned for more from Invest For Kids 10th Anniversary Conference which took place on October 24, 2018 in Chicago. All content will be posted at this link and in our Q3 letters archive so stay tuned.

Check out Dan O’Keefe’s notes here.

Also check out the Grant’s 2018 Interest Rate Observer here.

First bio

 

Below are the notes of Chris James of Partner Fund Management.

Thematic Growth and Global Long Alpha Strategies Mr. James is PFM’s Chief Investment Officer and Co-managing Partner. Previously, Mr. James was the Co-Founder of Andor Capital Management (2001-2004) where he was initially the Co-Portfolio Manager of the technology funds, and later the Portfolio Manager of the Andor Diversified Growth Fund. Prior to Andor’s inception, Mr. James was a Managing Director at Pequot Capital (1996-2001), as well as a member of Peqout’s Management Committee. Before joining Pequot, Mr. James was an Analyst/Portfolio Manager at Moore Capital (1995-1996). Prior to Pequot, Mr. James was an Analyst at Ethos Capital (1992-1995) before it was sold to Moore Capital in 1995. Mr. James’ employment commenced at JGM Management (1991-1992). Mr. James graduated with a B.A. in Economics from Tulane University and he now serves on its Board of Trustees. Mr. James is the Chair of the Board of Directors for Tipping Point Community, an organization that fights poverty in the Bay Area. Mr. James serves as Vice Chair of the Board of Directors and is a member of the Executive Committee for the National Fish and Wildlife Foundation. Mr. James is the Director of the James Family Foundation which was founded in 1995 and is focused on poverty relief, conservation and education.

 

Please note the notes are not verbatim and our robots have not reached singularity yet therefore our notes almost certainly contain some mistakes also this presentation is brief at only a few hundred words we will have much more from upcoming conferences– this is for information purposes only and not investment advice.

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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.