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Sohn London Conference 2018 Investment Ideas

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Jacob Wolinsky
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We will have in depth notes from the Sohn London Conference soon - for now here was the line up and readers (subscribers) can see just the names of the ideas pitched but well have much more shortly see notes on  4 pitches two in full and two our analysis - updated 1:10PM EST 11/30/18\\

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Andy Brough (Fund Manager, Schroder Investment Management)

Benoit Colas (Managing Partner, PrimeStone

Maxime Franzetti (Head of Public Investments, Mubadala)

Bernie Ahkong (Portfolio Manager, UBS O’Connor

Drew Dickson (CIO and Managing Partner, Albert Bridge Capital)

Luke Newman (Fund Manager, Janus Henderson Investors)

Dureka Carrasquillo (Senior Portfolio Manager, Canada Pension Plan Investment Board)

More investment conference notes here

Rachel Reutter (Senior Fund Manager, J O Hambro Capital Management)

Per Lekander (Fund Manager, Lansdowne Partners)

Vikram Kumar, CIO, Kuvari Partners

 

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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.