

May 6, 2019
David Geffen Hall
Lincoln Center
10 Lincoln Center Plaza
New York City
Wall Street’s best and brightest investors participate in this unique, “must attend” event to share their expertise with an audience of more than 3,000 people, comprised of portfolio managers, asset allocators and private investors. Most speakers manage large proprietary investment portfolios that have outperformed the market for many years and do not share their insights in any public forum, but they volunteer their time to The Sohn Investment Conference for the benefit of The Foundation.
Next Wave Sohn features rising stars in the financial community, who present their best ideas for an actionable investment. Flagship Speakers and luminary investors follow Next Wave Sohn and are the heart and tradition of The Sohn Investment Conference.
All contributions support The Foundation’s mission to support pediatric cancer research and care.
Founder & Portfolio Manager Chief Executive Officer Managing Director
President
Investor, Best Selling Author & Top-Ranked Podcaster Founder Managing Partner Chief Executive Officer President & Founding Partner Co-Founder & Portfolio Manager Partner Chief Investment Officer & Founder
Founder, CEO & Portfolio Manager Founder & Chief Investment Officer
Extreme Athlete & Peak Performance Specialist President & Managing Member
About
Bihua Chen
Cormorant Asset Management
About
Patrick Collison
Stripe
About
Laura Deming
Longevity Fund
About
David Einhorn
Greenlight Capital, Inc.
About
Tim Ferriss
About
Spencer Glendon
Probable Futures
About
Scott Goodwin
Diameter Capital Partners
About
Jeffrey Gundlach
DoubleLine Capital
About
Christopher R. Hansen
Valiant Capital Management, L.P.
About
Ryan Heslop
Firefly Value Partners, LP
About
Michael Moritz
Sequoia Capital
About
Gabe Plotkin
Melvin Capital Management LP
About
Larry Robbins
Glenview Capital Management
About
Daniel Sundheim
D1 Capital Partners
About
Josh Waitzkin
About
Dr. Joon Yun
Palo Alto Investors
Managing Partner & Portfolio Manager Chief Executive Officer & Chief Investment Officer
Chief Investment Officer
Founding Partner & Chief Investment Officer Managing Partner
About
Angela Aldrich
Bayberry Capital Partners LP
About
Matthew J. Smith
Deep Basin Capital LP
About
Parvinder Thiara
Athanor Capital, LP
About
Todd Westhus
Olympus Peak Asset Management
About
Lauren Taylor Wolfe
Impactive Capital LP
Partner
Sequoia Capital
Michael Moritz is a partner at Sequoia Capital, which he joined in 1986. He has helped Sequoia adjust to the profound changes in global technology and was one of the co-founders of its business in China and India as well as Sequoia Global Growth, a global technology fund; Sequoia Heritage, the firm’s single pool of globally diversified, long-term assets; and Sequoia Capital Global Equities, a public market fund. Michael has represented Sequoia on the boards of a number of companies including Yahoo!, PayPal, Google, LinkedIn, Flextronics and Kayak; and younger businesses such as Berkeley Lights, Charlotte Tilbury, Instacart, Klarna and Stripe. Prior to joining Sequoia, Michael co-founded Technologic Partners and was a correspondent for Time, where he was the San Francisco bureau chief.
He is the author of several books including Return to the Little Kingdom, the first major book about Apple published in 1984, and more recently LEADING with Sir Alex Ferguson, the longtime Manager of Manchester United. Michael graduated from Christ Church, Oxford in 1976 with a MA in History. Together with his wife, Harriet Heyman, he has made a series of donations to educational causes. He received a knighthood from the Queen of England in 2013.
Chief Executive Officer
Stripe
Patrick Collison is chief executive officer and co-founder of Stripe, a technology company that builds economic infrastructure for the internet. After experiencing firsthand how difficult it was to set up an online business, Patrick and his brother John started Stripe in 2010. Their goal was to make accepting payments on the internet simpler and more inclusive. Today, Stripe powers millions of online businesses around the world.
Prior to Stripe, Patrick co-founded Auctomatic, which was acquired by Live Current Media for $5 million in March 2008. In 2016, he was named a Presidential Ambassador for Global Entrepreneurship by President Obama. Originally from Limerick, Ireland, Patrick now lives in San Francisco, where Stripe is headquartered.
President & Founding Partner
Valiant Capital Management, L.P.
Chris Hansen is the President and Founding Partner of Valiant Capital Management, L.P. a global long/short public and private equity firm based in San Francisco. Valiant’s investment objective is to generate superior long-term, risk adjusted returns by employing a flexible mandate that allows the team to search the world for the best opportunities. To date, the Firm has had a strong bias toward emerging markets, where the research process tends to uncover compelling investment opportunities that may yield tangible, differentiated results relative to local markets.
Prior to starting Valiant in 2008, Chris was a partner at Blue Ridge Capital LP from 2001 until January of 2008. Before Blue Ridge, Chris was a Principal and Senior Equity Research analyst at Banc of America Securities in San Francisco covering the Advertising Sector. Chris received his MBA from USC’s Marshall School of Business in 1996, and holds an undergraduate degree in Finance from San Diego State University. He has four children and lives in Tiburon, CA with his wife Kimberly.
President
Greenlight Capital, Inc.
David Einhorn is President of Greenlight Capital, Inc., which he co-founded in January 1996. Greenlight Capital is a value-oriented investment advisor whose goal is to achieve high absolute rates of return while minimizing the risk of capital loss.
Greenlight’s investment philosophy is to combine the analytical discipline of determining fair value with a practical understanding of markets. The firm believes that an investment approach that emphasizes intrinsic value will achieve consistent absolute investment returns and safeguard capital regardless of market conditions.
Prior to founding Greenlight Capital, Inc., David worked at Donaldson, Lufkin & Jenrette (DLJ) as an analyst in the Investment Banking Group. After DLJ, Mr. Einhorn joined Siegler, Collery & Co., a buyout and investment management firm, as an investment analyst.
David is Chairman of the Board of Greenlight Capital Re, Ltd. (NASDAQ:GLRE) and Chairman of the Board of Green Brick Partners, Inc. (NASDAQ:GRBK). He is the author of Fooling Some of the People All of the Time: A Long Short Story, published in May 2008.
David graduated summa cum laude with distinction in all subjects from Cornell University, where he earned a B.A. from the College of Arts and Sciences.
Co-Founder & Portfolio Manager
Firefly Value Partners, LP
Ryan Heslop is a Portfolio Manager at Firefly Value Partners, which he co-founded in 2006. Firefly is an investment partnership focused on fundamental primary research and business analysis. Firefly invests with a long-term time horizon in a concentrated portfolio of deeply undervalued companies.
Prior to co-founding Firefly, Ryan worked as an analyst at Elm Ridge Capital Management, and as an investment associate at both Fidelity Investments and Putnam Investments.
Ryan graduated magna cum laude from Harvard University with a BA in Economics and received an MBA with distinction from the Kellogg School of Management at Northwestern University.
Investor, Best Selling Author & Top-Ranked Podcaster
Tim Ferriss has been called “a cross between Jack Welch and a Buddhist monk” by The New York Times. He is one of Fast Company’s “Most Innovative Business People” and an early-stage tech investor/advisor in Uber, Facebook, Twitter, Shopify, Duolingo, Alibaba, and 50+ other companies. He is also the author of five #1 New York Times and Wall Street Journal bestsellers, including The 4-Hour Workweek. The Observer and other media have named him “the Oprah of audio” due to the influence of his podcast, The Tim Ferriss Show, which has exceeded 300 million downloads and been selected for “Best of iTunes” three years running. His latest book is Tribe of Mentors: Short Life Advice from the Best in the World.
Chief Executive Officer
DoubleLine Capital
Mr. Gundlach is CEO of DoubleLine. In 2011, he appeared on the cover of Barron’s as “The New Bond King.” In 2013, Institutional Investor named him “Money Manager of the Year.” In 2012, 2015 and 2016, he was named one of “The Fifty Most Influential” in Bloomberg Markets. In 2017, he was inducted into the FIASI Fixed Income Hall of Fame. Mr. Gundlach is a summa cum laude graduate of Dartmouth College, with degrees in Mathematics and Philosophy.
Managing Partner
Diameter Capital Partners
Scott Goodwin is the Co-Founder and Managing Partner of Diameter Capital Partners, an investment firm that focuses on the full spectrum of credit investing, from performing to distressed. As Portfolio Manager, he focuses on managing the sizing, security selection, gross/net exposures and overall risk of the fund while also managing the relationships of trading and capital markets counter parties. Diameter is built on its core blend of trading and research – the fund endeavors to provide an investment in credit markets throughout all parts of the cycle. Prior to founding Diameter, Mr. Goodwin was previously with Anchorage Capital Group (2010 – 2016) as a Portfolio Manager and the Global Head of Trading. Mr. Goodwin also had day-to-day oversight for the Anchorage Short Credit (ASC) fund. In addition to his portfolio management and trading responsibilities, Mr. Goodwin sat on the firm’s Investment Committee. Previously, Mr. Goodwin spent eight years with Citigroup, serving most recently as Head of High Yield Bond and Credit Default Swap Trading. A 2002 graduate of Duke University, Mr. Goodwin earned a B.A. in Economics with a concentration in Markets and Management and a minor in Spanish.
Chief Investment Officer & Founder
Melvin Capital Management LP
Gabe Plotkin currently serves as the CIO of Melvin Capital, a multi-billion dollar long/short investment fund that he founded in 2014. Prior to Melvin Capital, Gabe was a portfolio manager at Sigma Capital, a division of SAC Capital Advisors. There, he oversaw a $1.8 billion portfolio in consumer-facing industries, including retail, internet, restaurants, gaming/lodging, and consumer products. Previously, he was a managing director at North Sound Capital, a strategy analyst at Citadel, and a private equity analyst at Henry Crown. Gabe graduated magna cum laude, Phi Beta Kappa from Northwestern University with a BA in Economics.
Founder, CEO & Portfolio Manager
Glenview Capital Management
Larry Robbins is the Founder, Portfolio Manager and CEO of Glenview Capital Management, a $7.6B investment management firm in its 19th year of operation. Glenview is focused on delivering attractive absolute returns through an intense focus on deep fundamental research and individual security selection. Headquartered in New York City, Glenview has 77 employees, including 38 investment professionals.
Prior to founding Glenview, Larry spent six years as an analyst and partner at Omega Advisors on their US equity long/short team. He joined Omega after three years at Gleacher & Company, a merger and advisory boutique in New York.
Larry graduated with honors from the Wharton School and Moore School of the University of Pennsylvania in 1992, where he received his Bachelor of Science in Economics and Engineering, with majors in accounting, finance, marketing, and systems engineering. Larry became a Certified Public Accountant in 1991 in his then home state of Illinois.
Through their Robbins Family Foundation, Larry and his wife, Sarahmay, are active supporters of education reform both in New York City and on the national level. Larry serves as Chairman of the Board for The Robin Hood Foundation and KIPP New York. He is a member of the board of Teach For America (New York) and Relay Graduate School of Education. In addition, Larry is the Senior Chair of the Wall Street Division of the UJA‐ Federation. Larry is also the proud coach of several New Jersey Avalanche youth hockey teams. Larry resides in Alpine, NJ with his wife and six sons.
Founder & Chief Investment Officer
D1 Capital Partners
Daniel Sundheim is the Founder and Chief Investment Officer of D1 Capital. Prior to forming D1, Dan spent 15 years at Viking Global Investors where he served as the CIO responsible for managing a team of analysts and a diversified portfolio. From April 2010 to July 2014, he served as the co-CIO. From 2002 until he became a Portfolio Manager in 2005, Dan was an Investment Analyst responsible for identifying and researching investment ideas in the financial and business services sectors. He began his career in the Merchant Banking Group at Bear Stearns researching and executing private equity investments. Dan graduated from the Wharton School of the University of Pennsylvania in 1999 with a B.S. in Economics. He is a member of the Board of Trustees of the Museum of Modern Art (MoMA), NYU Langone Medical Center, The Institute of Contemporary Art at the University of Pennsylvania and Columbia Grammar & Preparatory School.
Extreme Athlete & Peak Performance Specialist
Josh Waitzkin, author of The Art of Learning, is an 8-time US National Chess Champion, a 2-time World Champion in Tai Chi Chuan Push Hands, and the first Brazilian Jiu Jitsu Black Belt under 9-time World Champion Marcelo Garcia. For the past twelve years, Josh has been channeling his passion for the outer limits of the learning process toward training elite mental performers in business and finance, and to revolutionizing the education system through his nonprofit foundation, The Art of Learning Project. Josh is currently in the process of taking on his fourth and fifth disciplines, paddle surfing and foiling, and is an all-in father and husband.
Co-Founder & Portfolio Manager
Firefly Value Partners, LP
Ariel Warszawski is a Portfolio Manager at Firefly Value Partners, which he co-founded in 2006. Firefly is an investment partnership focused on fundamental primary research and business analysis. Firefly invests with a long-term time horizon in a concentrated portfolio of deeply undervalued companies.
Prior to co-founding Firefly, Ariel worked as an international strategy consultant, both with William Kent International and then with his own firm. He then led Deloitte Consulting’s Global Business Planning function before becoming an equity research analyst at AllianceBernstein and Elm Ridge Capital Management.
Ariel graduated from the Massachusetts Institute of Technology with an SB in Materials Science and Engineering.
Managing Partner & Portfolio Manager
Bayberry Capital Partners LP
Angela is the Founder, Managing Partner, and Portfolio Manager at Bayberry Capital, an investment firm based in New York, NY. Bayberry is a long / short equity firm that invests globally through a fundamental primary-research driven process. The firm employs the same research process on both the long and short sides of the portfolio, and considers its focus on the short side to be a critical component of its strategy.
Prior to founding Bayberry, Angela spent almost six years at Blue Ridge Capital. Previously, she worked at Goldman Sachs in their investment banking division, and was a pre-launch member of the investment team at BDT Capital. Angela holds a BS in Economics from Duke University and an MBA from the Stanford Graduate School of Business.
Managing Director
Longevity Fund
Laura is the founder and managing director of the Longevity Fund. After years working on nematode longevity at the UCSF graduate school, Laura matriculated at MIT at 14 and 2 years later participated in the inaugural Thiel Fellowship class. Since then, she has built Longevity Fund and AGE1, funds focused on helping start and fund longevity companies. Longevity Fund companies have collected >$500M in follow-on funding, resulting in the 2018 IPO of the first company dedicated to reversing the diseases of aging, and multiple programs in clinic to reverse or prevent age-related disease.
Chief Investment Officer
Athanor Capital, LP
Parvinder is the founder and CIO of Athanor Capital. Prior to forming Athanor Capital, Parvinder was a senior vice president at D. E. Shaw & Co., where he worked for eight years. Parvinder graduated summa cum laude with a BA in Chemistry from Harvard College, where he was elected to Phi Beta Kappa as a member of the Junior 24. He subsequently earned an MSc in Theoretical Chemistry from Oxford University as a Rhodes Scholar. Parvinder co-authored four scientific papers during his research career.
Founding Partner & Chief Investment Officer
Olympus Peak Asset Management
Todd Westhus is a Founding Partner and Chief Investment Officer of Olympus Peak. He has over 20 years of finance and investing experience. Prior to Olympus Peak, Todd spent 11 years at Perry Capital where he was a Managing Partner, a member of the credit and special situations team, and the investment, risk and firm management committees. While at Perry, Todd worked on many of the firm’s most profitable investments which included investments across the capital structure of companies as well as many asset classes, notably corporate, structured finance, municipal and sovereigns. Prior to joining Perry Capital in 2006, Todd worked at Avenue Capital Group where he focused on distressed opportunities across the capital structure of companies in the following industries: automotive, paper and packaging, chemicals, gaming and airlines. Todd was also a key member of the trade claims and vendor finance team. Before Avenue Capital, Todd worked in the investment banking departments of JP Morgan Chase and Morgan Stanley where he focused on high yield and acquisition finance. Todd earned a B.A. from Duke University, majoring in Economics and Biology, and was a member of the Varsity Swimming Team. Todd remains active at Duke and currently is a guest lecturer at Duke University on investing and other topics.
Managing Partner
Impactive Capital LP
Lauren Taylor Wolfe is a founding partner of Impactive Capital, an investment firm combining shareholder activism with ESG engagement. Prior to that for 10 years she was Managing Director and Investing Partner of Blue Harbour Group, a $3 billion activist investment firm, where she led many investments in the technology, consumer, business and healthcare services sectors. Prior to that, she was a Portfolio Manager at SIAR Capital, where she invested in small capitalization public companies, private companies, outside investment managers. Lauren began her career at Diamond Technology Partners, received an M.B.A. from The Wharton School at University of Pennsylvania and a B.S. from Cornell University.
Lauren is active on various boards including, HD Supply [Nasdaq: HDS], a $10 Billion enterprise value industrial distributor, 30% Club Steering Committee, an Angel Member of 100 Women in Hedge Funds and was named one of the 50 leading women in hedge funds globally by Hedge Fund Journal.
Title
Firefly Value Partners LP
BIO
President & Managing Member
Palo Alto Investors
Dr. Joon Yun is President and Managing Partner of Palo Alto Investors, LP, a hedge fund founded in 1989 with over $2 billion in assets invested in healthcare. Board certified in radiology, Joon served on the clinical faculty at Stanford from 2000-2006. Joon has served on numerous boards, and he is currently a trustee of the Salk Institute. Joon and his wife Kimberly launched the $1 million Palo Alto Longevity Prize and donated $2 million to support the National Academy of Medicine’s Longevity Grand Challenge. He received his M.D. from Duke Medical School and B.A. from Harvard College.
Founder
Probable Futures
Spencer Glendon grew up in Michigan obsessed with the decline and trauma of nearby Detroit. He has spent the last 30 years researching and working in systems and societies that work poorly and work well, from old Ford factories to fledgling Russian banks and from small businesses on Chicago’s South Side to investment management in the US and China. He obtained a BS in Industrial Engineering and a PhD in Economics with a focus on economic history and cities. He was a Partner and Director of Investment Research at Wellington Management where he maintained an eclectic research agenda focused on topics that did not fit orthodox financial categorization or which did not have an obvious price.
While at Wellington, Spencer dug deeply into climate science, in part because it never came up in financial conversations. He became convinced that climate change – and the probable futures it will bring – were massively underestimated in markets and society and left Wellington in 2017 to collaborate with scientists and a range of institutions from pension funds to consulting firms to museums. Spencer is working to highlight the many assumptions inherent in our lives and institutions that will be violated by a warming world and to accelerate efforts to understand, imagine, and prepare for a very different future. He is a Senior Fellow at the Woods Hole Research Center.
Chief Executive Officer & Chief Investment Officer
Deep Basin Capital LP
Matthew Smith is Founder, Chief Executive Officer and Chief Investment Officer of Deep Basin Capital LP, an investment firm based in Stamford, Connecticut. Deep Basin invests primarily in global equity securities in the energy and energy-exposed sectors and combines deep, specific fundamental sector expertise with proficiency in database architecture, computer programming and statistics. Deep Basin’s 13-person team employs a market and beta-neutral strategy that seeks to isolate idiosyncratic, asset-driven alpha in these sectors. Matthew has 14 years of investment management experience, primarily in cyclical businesses with a focus on energy. Prior to founding Deep Basin in 2017, Matthew was a portfolio manager at Citadel’s Surveyor Capital for nearly six years. Prior to Citadel, he was an analyst at Highfields Capital covering energy. Earlier he was the cyclicals sector head at both JCK Partners and Copper Arch Capital, where he began his career. Matthew graduated from University of Iowa with a Bachelor of Business Administration in Finance in 2001, and received a Master’s of Science in Finance in the Applied Security Analysis Program (ASAP) at the University of Wisconsin in 2005. Matthew is a CFA Charterholder.
Founder & Portfolio Manager
Cormorant Asset Management
Bihua Chen is the founder of Cormorant Asset Management, LP (“Cormorant”). Ms. Chen is the portfolio manager of Cormorant Global Healthcare Master Fund, LP, a long/short equity fund invested in publicly traded healthcare companies, a separately managed account, Cormorant Private Healthcare Fund I LP, and Cormorant Private Healthcare Fund II, LP (both private equity funds invested in privately held healthcare companies). Cormorant’s assets under management have grown from less than $150mm at the launch in May of 2013 to over $1.4 billion in 2019.
Prior to founding Cormorant, Ms. Chen managed a separately managed account focused on the healthcare sector as a sub-adviser to a large, multi-strategy hedge fund based in New York. During Ms. Chen’s time managing the account (from 2005 through 2010) the account grew from $75 million in assets to $800 million in assets. Prior to that, Ms. Chen was a healthcare analyst/sector portfolio manager for American Express Asset Management, Boston. Ms. Chen has also served as a portfolio manager for the Asterion Life Science Fund (2001-2002), an equity analyst/portfolio manager for Bellevue Research (2000-2001) and an equity analyst for Putnam Investments (1998-2001). Ms. Chen obtained an MBA from the Wharton School of Business in 1998 and graduated with a Master of Science, Molecular Biology, from the Graduate School of Biomedical Science at Cornell Medical College in 1994. Ms. Chen also holds a Bachelor of Science degree in Genetics and Genetic Engineering from Fudan University, Shanghai, China, which she received in 1990.
Co-Chief Investment Officer
East Rock Capital
Founder
White Paw Advisors
Chief Investment Officer
Sequoia Heritage
Managing Director
Meritage Group LP
Chief Investment Officer
CAM Capital/Caxton Alternative Management
Managing Partner & Chief Investment Officer
Corbin Capital Partners
Vice President & Co-Chief Investment Officer
Conrad N. Hilton Foundation
President & Chief Investment Officer
Euclidean Capital
Managing Partner
East End Advisors, L.L.C.
Chief Investment Officer
The Rockefeller University
Chief Investment Officer
Sidney E. Frank Foundation
Managing Director
CornerStone Partners, LLC
Chief Executive Officer & Chief Investment Officer
RWN Management, LLC
Portfolio Manager
Greenlight Masters
Chief Executive Officer
Alternative Investment Management, LLC
President & Chief Investment Officer
Brandywine Group Advisors
Partner
Private Advisors, LLC
Principal
Huizenga Capital Management
Partner
Summit Rock Advisors
Chief Investment Officer
Rainwater Charitable Foundation
Vice President & Chief Investment Officer
John D. and Catherine T. MacArthur Foundation
Chief Investment Officer
Keystone Group, L.P.
Senior Managing Director & Global Head of Active Equities
CPPIB
President
Tiger Management
President
Willoughby Capital Holdings, LLC
Chief Investment Officer
JS Capital Management LLC
Managing Partner
Edgehill Endowment Partners