MS Investment Leadership Conference FULL NOTES – Lansdowne, Marcato, TPG, Luxor,Third Point, Mangrove, Poinstate, HG Vora And More

Jacob Wolinsky

Published onJuly 3, 2018

An all star line up of speakers we have about 4.5K words of notes on their top long and short (there were many mentioned) ideas. First the line up from June 28th 2018.

Also see our Q2 hedge fund resource page

List of Speakers

- David Craigen, Partner at Lansdowne Partners
- Joshua David Samuelson, Vice Chairman at PointState Capital
- Robert S. Pitts, Limited Partner at Steadfast Capital Management
- Keith Meister, Corvex Management
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Jacob Wolinsky

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.

MS Investment Leadership Conference FULL NOTES – Lansdowne, Marcato, TPG, Luxor,Third Point, Mangrove, Poinstate, HG Vora And More

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