Sohn London Conference 2018 Investment Ideas

Jacob Wolinsky

Published onNovember 29, 2018

Updated on March 28, 2019

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\\

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

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