The Sohn Canada / Capitalize For Kids 2015 investment conference just ended and was another great success benefiting children's brain health. Below are links to notes from each speaker's presentation. Enjoy!
Sohn Canada / Capitalize For Kids Conference Notes 2015
- Howard Marks' Talk (Oaktree Capital)
- Mick McGuire (Marcato Capital): 2 long ideas
- David Zorub (BlueMountain): Short Mattel (MAT)
- Dinakar Singh (TPG Axon): 2 long ideas
- Clifton Robbins (Blue Harbour Group): Long AGCO
- Jeff Smith (Starboard Value): Long Advance Auto Parts (AAP)
- Daniel Dreyfus (3G Capital): Long Reliance Steel & Aluminum (RS)
- Daniel Lewis (Orange Capital): Long Amaya
- Philip Hilal (Clearfield Capital): Long SS&C Technologies (SSNC)
- John Khoury (Long Pond Capital): long Forest City Enterprises (FCE/A)
- Jacob Doft (Highline Capital): Long cruise lines
- Jody LaNasa (Serengeti Asset Management): Long IRSA
- Reno Giancola (Alignvest): Long Great Canadian Gaming
- Dan Zwirn (Arena Investors) Presentation
- Ted Goldthorpe (Apollo Investment) Presentation
- Anna Nikolayevsky (Axel Capital) Bearish Presentation
- David Lorber (FrontFour Capital): Long Ubisoft
- Blair Levinsky (Waratah Capital): Short High Liner Foods
- Paul Sabourin (Polar Securities) and Greg Mills (RBC Capital) Presentation
Thursday, October 1, 2015
Sohn Canada Investment Conference Notes 2015: Capitalize For Kids
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