Notes From Invest For Kids Chicago Conference 2017: Balyasny, Zell, Litowitz & More ~ market folly

Monday, November 6, 2017

Notes From Invest For Kids Chicago Conference 2017: Balyasny, Zell, Litowitz & More

The 9th annual Invest For Kids Chicago conference recently concluded and featured top investors sharing investment picks to benefit charitable organizations.

Last year's conference picks returned 22.9% in an equal-weighted portfolio over the past year.  Here are this year's picks: click each link to go to that speaker's presentation.


Invest For Kids Chicago Notes 2017

- Dmitry Balyasny (Balyasny Asset Management): long Hertz (HTZ)

- Sam Zell (Equity Group Investments): On retail real estate 

- Alec Litowitz (Magnetar): Presentation

- Amos Meron, (Empyrean Capital): long Seritage (SRG)

- Rajiv Jain (GQG Partners): long Sberbank (SBER.RU)

- Rick Reider (Blackrock): long emerging markets debt

- Jimmy Levin (Oz Management): Long Chinese banks

- Mathew Klody (MCN Capital): short Domino's (DPZ)

- Seth Singerman (Singerman Real Estate): long Washington Prime Group (WPG)

- Bart Stephens, Blockchain Capital: bullish bitcoin, ethereum, blockchain



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