Dan Zwirn's Sohn Canada Presentation ~ market folly

Thursday, October 1, 2015

Dan Zwirn's Sohn Canada Presentation

We're posting up notes from the Sohn Canada Investment Conference 2015 (Capitalize For Kids.)  Next up is Dan Zwirn from Arena Investors.

Dan Zwirn's Capitalize For Kids Presentation

-    Dan Zwirn – Westaim Corporation and Arena Investors LP
-    Provide liquidity when needed (almost like a pawn broker)
-    Credit investments and legal agreements provide downside protection
-    6 areas: corporate private credit, real estate credit, commercial and industrial, structured credit, consumer assets, corporate securities
-    Create partnerships with specialists
-    Spreads very tight, invest in idiosyncratic credits with wide diversity to prevent concentration risk and be long put index spreads to capitalize on irrationality in the pricing

Be sure to check out the rest of the presentations from Capitalize For Kids Conference.

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