Here is the schedule for the Ira Sohn conference in New York today.
Sometimes the biggest wheels on Wall Street talk their book but sometimes they offer real ideas and turn the tide in the market. You don't have to go any further back than last week when Bill Gross began talking about shorting Bunds and Jeffrey Gundlach piled on.
That kicked off an big exit in that trade that spread to German stocks and the euro.
Monday is the Ira Sohn conference in New York and the roster includes. The * denotes they were there last year.
- *David Einhorn - Greenlight Capital - Sometimes talks macro -- talked about shorting Athenahealth last year. Shares capped down 30% after presentation but completely recovered in a month.
- Keith Meister - Corvex Capital - $6.5 billion fund - activist investor, Ichan protege
- Leon Cooperman - Omega Capital - billionaire investor - former CEO of Goldman Sachs asset management
- *Larry Robbins - Glenview Capital Management, a $7.5B hedge fund - mostly stocks. Last year he talked about Humana (+42%), Anthem (+54%), Monsanto (flat)
- Jeff Gundlach - The new bond king
- David Tepper - Appaloosa Management - specializes in distressed companies - paid himself $3.5B in 2013 (then earned just 2.2% in 2014). In Oct: "If the ECB starts to do QE it will be the beginning of the end of the bond bull market" and "maybe the euro goes to 1.10"
- *Bill Ackman - Pershing Square - activist hedge fund, was best-performing manager in 2014. Last year he talked about Fannie Mae (-30%)
- Barry Rosenstein - JANA Partners - event-driven manager with $11 billion AUM
- Mala Gaonkar - Lone Pine Capital - $36.6 billion AUM
These are the speakers that matter
12:05 David Einhorn
12:20 Barry Rosenstein
12:35 Keith Meister
1:05 Leon Cooperman
1:20 Intermission
2:10 Larry Robbins, Founder
2:40 Mala Gaonkar,
3:10 Jeffrey Gundlach
3:25 Intermission
4:20 David Tepper
5:20 William Ackman
