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Daniel Kozlowski – 2018 Next Wave Sohn San Francisco

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Jacob Wolinsky
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Select Equity Group
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Stay tuned for more from IRA Next Wave Sohn which took place on October 29, 2018 in San Francisco. All content will be posted at this link and in our Q3 letters archive so stay tuned.

Check out our coverage of Invest For Kids 2018 Conference here.

Daniel Kozlowski
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Daniel Kozlowski founded the Plaisance Fund LP which he managed side-by-side the $4B Janus Contrarian Fund from 2012 through 2016. In 2017, Dan spun out his private partnership from Janus Capital to Plaisance Capital, LLC. Plaisance employs a contrarian investing philosophy and process focused on dormant long equity investments and...

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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 worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid