Notes From Invest For Kids Chicago 2016: Grant, Zell, Brosens, Lykouretzous ~ market folly

Thursday, October 27, 2016

Notes From Invest For Kids Chicago 2016: Grant, Zell, Brosens, Lykouretzous

The 8th annual Invest For Kids Chicago investment conference just ended and below are notes from the event.  Just click each link to go to that presentation.  Enjoy!


Notes From Invest For Kids Chicago Conference 2016

- Jim Grant (Grant's Interest Rate Observer): Bearish on BlackRock (BLK)

- Sam Zell (Equity Group): Fireside chat

- John Lykouretzos (Hoplite Capital): Long Sealed Air (SEE)

- Frank Brosens (Taconic Capital): Long Kaupthing

- Ed Garden (Trian Partners): Long Bank of New York Mellon (BK)

- Jonathan Gray (Blackstone Group): On real estate

- Leah Zell (Lizard Investors): Long BIM, Short Woolworth's

- Josh Wolfe (Lux Capital): Long nVidia (NVDA), Short Intel (INTC)

- Matt Halbower (Pentwater Capital): 2 investment ideas

- William Heard (Heard Capital): Long Fair Isaac (FICO)

- Arthur Kaz (Greenbriar Asset Management): Long Avaya bonds



For more investment conference coverage, be sure to also check out our notes from the recent Sohn San Francisco conference as well as the Great Investors Best Ideas Dallas conference.


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