April 23, 2018
David Geffen Hall
10 Lincoln Center Plaza
New York City
Since 1995, the world-renowned Sohn Investment Conference, held annually in New York, has been the premier investment event, bringing the world’s savviest investors together to share fresh insights and money-making ideas to benefit the Sohn Conference Foundation’s work to end childhood cancer.
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 Conference for the benefit of the Foundation. All contributions support the Foundation’s mission to support pediatric research and care.
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April 23, 2018 @ 9:15AM
David Geffen Hall
10 Lincoln Center Plaza
New York City
Next Wave Sohn brings the next generation of talent to the Sohn Investment Conference. Held during the morning of the Sohn Investment Conference, Next Wave Sohn offers attendees a chance to hear Wall Street’s brightest rising stars. All ticket holders for the Sohn Conference will have access to attend Next Wave Sohn. To RSVP, please indicate when you are registering that you plan to attend.
Next Wave is co-chaired by Graham Duncan of East Rock Capital, Keith Johnson of Sequoia Heritage, Salil Seshadri of JS Capital, and David Z. Solomon of Goldman Sachs. The selected managers will present their best investment idea in the style for which the Sohn Investment Conference is famous.
All ticket holders for the Sohn Conference will have access to attend New York Next Wave. To RSVP, please indicate when you are registering that you plan to attend.
David Geffen Hall
10 Lincoln Center Plaza
New York City
CEO and Portfolio Manager
Pershing Square Capital Management, L.P.
William Ackman is the CEO and Portfolio Manager of Pershing Square Capital Management, L.P., an SEC registered investment adviser founded in 2003. Pershing Square is a concentrated research-intensive fundamental value investor in long and occasionally short investments in the public markets.
Prior to forming Pershing Square, Mr. Ackman co-founded Gotham Partners Management Co., LLC, an investment adviser that managed public and private equity hedge fund portfolios. Prior to Gotham Partners, Mr. Ackman began his career in real estate investment banking at Ackman Brothers & Singer, Inc. Mr. Ackman received an MBA from the Harvard Business School and a Bachelor of Arts magna cum laude from Harvard College.
Mr. Ackman is the Chairman of the board of The Howard Hughes Corporation (NYSE: HHC). He is a Trustee of the Pershing Square Foundation, a member of the Board of Trustees at The Rockefeller University and the Board of Dean’s Advisors of the Harvard Business School.
Author, Lecturer and Chief Learning Officer
Tal Ben-Shahar is an author and lecturer who taught the most popular course at Harvard University on “Positive Psychology,” and the university’s third most popular course on “The Psychology of Leadership”—with a total of more than 1,400 students.
Ben-Shahar consults and lectures around the world to executives in multi-national corporations, the general public, and at-risk populations. Topics include leadership, ethics, happiness, self-esteem, resilience, goal setting and mindfulness. His most recent book is Choose the Life You Want: The Mindful Way to Happiness. He is also the author of Being Happy: You Don’t Have to Be Perfect to Lead a Richer, Happier Life and The New York Times bestseller Happier: Learn the Secrets to Daily Joy and Lasting Fulfillment.
Ben-Shahar is a serial entrepreneur and is the co-founder and chief learning officer of Potentialife, Maytiv, and Happier.TV.
An avid sportsman, Ben-Shahar won the U.S. Intercollegiate and Israeli National squash championships. He earned his Ph.D. in Organizational Behavior and B.A. in Philosophy and Psychology from Harvard.
More information at: www.talbenshahar.com
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.
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.
Founder and President
Fine Capital Partners, L.P.
Debra Fine is the Founder and President of Fine Capital Partners, an investment firm founded in 2004 and based in New York City. Fine Capital predominantly manages U.S. equity assets for university endowments and foundations with long investment time horizons. The firm adheres to a strict value investing style with a focus on out of favor companies that exhibit a large disparity between their market value and their intrinsic value. Fine looks for companies that have a path to significantly improved earnings and cash flow several years out and focuses less on near-terms earnings results. Fine’s average holding period is three to six years which matches the duration of their limited partners’ assets.
Before starting Fine Capital, Debra was a global equity portfolio manager at Loews Corporation. Before Loews, she was a buy-side analyst at Sanford C. Bernstein. Debra also worked for the New York City Department of Sanitation and started her career at Salomon Brothers where she was a Vice President in Corporate Finance. Debra received a B.A. from Yale University and an M.B.A. from Harvard University. She is married with three children and lives in New York City. Debra has served on many non-profit boards and is currently on the board of Save the Children (Vice-Chair), Footsteps (Board Chair) which serves people who leave insular ultra-orthodox communities, and the Hebrew Free Loan Society.
Founder and CEO
Brad is the Founder and CEO of Altimeter Capital – an internet, software, and travel focused investment firm founded in 2008 and located in Boston and Menlo Park, CA. Altimeter is known for its long-term focus and concentrated investment approach across both its public hedge fund and private growth funds.
Bloomberg characterized Brad as the “online travel king” for his many successful internet-related investments, including Priceline, Airbnb, and Expedia. Altimeter has also been widely recognized for its successful United Airlines activist campaign in 2016. That campaign instigated a major restructuring of the United Board and management team.
Before Altimeter, Brad worked alongside Paul Reeder at PAR Capital where Brad ran a successful public technology sleeve and led the firm into growth equity deals like Zillow and ITA Software. Before PAR, he was a successful entrepreneur. His most recent company was sold to Google and then became Google hotel search.
Brad grew up in Indiana where he graduated summa cum laude from Wabash College with degrees in Political Science and Economics. He received his JD from the Indiana University School of Law and MBA from Harvard Business School.
Chief Executive Officer and Chief Investment Officer
DoubleLine Capital LP
Jeffrey Gundlach is the Chief Executive Officer of DoubleLine. He is recognized as an expert in bonds and other debt-related investments. In 2011, he appeared on the cover of Barron’s as “The New Bond King.” In 2012, Bloomberg Markets magazine named him one of the “50 Most Influential.”
In 2013, Mr. Gundlach was named “Money Manager of the Year” by Institutional Investor. In 2015, Bloomberg Markets magazine again named him one of the “50 Most Influential.” Mr. Gundlach is a graduate of Dartmouth College, summa cum laude, with degrees in Mathematics and Philosophy.
Managing Partner and Chief Investment Officer
Corvex Management LP
Keith Meister is Managing Partner and Chief Investment Officer of Corvex Management LP. Prior to founding Corvex in 2010, he served from June 2002 to August 2010 in a range of leadership roles within the organization headed by Carl Icahn.
Mr. Meister currently serves on the board of directors for Yum! Brands, Inc. and has previously served on numerous other boards including: The Williams Companies, The ADT Corporation, Ralcorp Holdings and Motorola, Inc./Motorola Mobility, Inc. among others. He is also a member of the board for The Harlem Children’s Zone. Mr. Meister is a graduate of Harvard College.
Founder and CEO
Social Capital LP
Chamath Palihapitiya is Founder and CEO of Social Capital, whose mission is to advance humanity by solving the world’s hardest problems. Social Capital invests in and starts breakthrough companies in areas including healthcare, education, financial services and enterprise. Before founding Social Capital, Chamath was a member of the senior executive team at Facebook and a key driver behind its rise to one of the most important and impactful companies in the world.
Prior to Facebook, Chamath held leadership roles at Mayfield Fund, AOL and Winamp. He was born in Sri Lanka, grew up in Canada, and graduated with a degree in Electrical Engineering from the University of Waterloo. Chamath is also Owner and Director of the NBA’s Golden State Warriors.
Founder and Managing Partner
Jericho Capital Asset Management L.P.
Josh Resnick is the founder and managing partner of Jericho Capital, a hedge fund focused on investing in the global technology, media and telecommunications (TMT) sectors.
Prior to founding Jericho Capital, Josh was a key principal at TCS Capital, a global TMT hedge fund that he joined shortly after its launch in 2001. Prior to TCS Capital, he was a Managing Director at KPE Ventures, a media, entertainment and technology venture capital fund based in New York. Prior to KPE Ventures, he was a member of the business development group at Fox Entertainment Group in Los Angeles. Josh began his career as an analyst in the media and entertainment investment banking group at Bear Stearns.
Josh graduated Summa Cum Laude with a B.A. in Economics from Emory University. He serves on the Board of Directors of the Child Mind Institute in New York City.
Founder and Chief Executive Officer
Blue Harbour Group, L.P.
Mr. Robbins is the Founder and Chief Executive Officer of Blue Harbour Group, L.P. The firm’s investment strategy is to employ active ownership strategies in the public markets as it serves as a lead minority stockholder in public companies, working in collaboration with company managements and boards to build and unlock shareholder value. Mr. Robbins has more than 30 years of experience in the investment management business. Prior to forming Blue Harbour, Mr. Robbins had been a Managing Member of General Atlantic Partners, LLC, a global private equity firm from 2000 through August 2004. Prior to that, Mr. Robbins had been a General Partner of Kohlberg Kravis Roberts & Co. where he worked from 1987 until 2000. At KKR, he played a significant role in many of the firm’s leveraged buyout transactions and financings, which aggregated in excess of $100 billion, and was also intimately involved with many of the firm’s capital markets activities. Mr. Robbins began his career in the Mergers and Acquisitions department of Morgan Stanley & Co. He graduated with an A.B. from Harvard College and received his M.B.A. from the Stanford University Graduate School of Business.
Mr. Robbins has served on the Board of Directors of more than fifteen public and private companies. He is a member of the Boards of Overseers and Managers of the Memorial Sloan-Kettering Cancer Center and currently chairs its Funding and Finance Committee. Mr. Robbins also serves on the Stanford Graduate School of Business Advisory Council and formerly served as Chairman of the Board of Trustees of the Stanford Business School Trust.
Mr. Robbins resides in Greenwich, Connecticut with his wife and has three sons.
Founder, Portfolio Manager and CEO
Glenview Capital Management LLC
Larry Robbins is the Founder, Portfolio Manager and CEO of Glenview Capital Management, a $10.9B investment management firm in its 17th 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 79 employees, including 37 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 KIPP New York and Relay Graduate School of Education, as well as The Robin Hood Foundation, where he also chairs the Education Committee. He is a member of the board of Teach For America (New York). 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 five sons.
Founder and CEO
Algebris Investments is a global asset management boutique that manages Long Only and Hedged strategies in Equity and Credit. It also manages a NPL strategy focused on Italian Secured Assets. Today the firm manages approximately $7.6 billion of assets. Algebris (UK) Limited and Algebris Investments (UK) LLP are authorised and regulated by the Financial Conduct Authority. Algebris Investments (UK) LLP is registered as an investment adviser with the SEC. The US office is registered with the SEC and the Singapore office is registered with MAS. The firm invests in the capital structure of Global financial institutions across equity and credit. Founded by Davide Serra in 2006, Algebris maintains offices in London, Singapore, Milan and Boston.
Davide was Managing Director at Morgan Stanley where he headed the European Banks Research Team and was the Global Banks team coordinator. Davide was rated individually among the top European banks analysts for the period 1999-2006. Prior to Morgan Stanley, Davide worked in the top rated UBS Banks research team as a senior analyst (1995-2000).
Davide has been awarded the Young Global Leader designation by the World Economic Forum and is recognised as one of the World’s leading experts on financial services. He is often consulted by the World’s Central Bankers and Regulators on policy matters and he regularly contributes to the discourse on financial reform. Furthermore, Davide has been awarded the Commander designation, a decoration of the Order of Merit of the Italian Republic.
He is Chairman and Trustee of the Hakuna Matata foundation, a registered UK charity which he founded with his wife in April 2010. The primary focus of the foundation’s work is assisting orphaned children in Central Tanzania; www.hakunamatata-charity.org.
Davide is a graduate cum laude of Bocconi University in Italy and holds a Master CEMS. He speaks Italian and is fluent in English and French. Davide played volleyball professionally in Italy from 1985–1990 and reached Series A1. He enjoys alpinism in the Alps and sailing around the world.
Shepard Family Distinguished Visiting Fellow in Economics at the Hoover Institution and Lecturer
Stanford Graduate School of Business
Kevin Warsh serves as the Shepard Family Distinguished Visiting Fellow in Economics at the Hoover Institution and lecturer at the Stanford Graduate School of Business.
He advises several private and public companies, including service on the board of directors of UPS. Warsh is a member of the Group of Thirty (G30) and the President’s Strategic and Policy Forum.
Warsh conducts extensive research in the field of economics and finance. He issued an independent report to the Bank of England proposing reforms in the conduct of monetary policy in the United Kingdom. Parliament recently adopted the report’s recommendations.
Governor Warsh served as a member of the Board of Governors of the Federal Reserve System from 2006 until 2011. Warsh served as the Federal Reserve’s representative to the Group of Twenty (G-20) and as the Board’s emissary to the emerging and advanced economies in Asia. In addition, he was Administrative Governor, managing and overseeing the Board’s operations, personnel, and financial performance.
Prior to his appointment to the Board, from 2002 until 2006, Warsh served as Special Assistant to the President for Economic Policy and Executive Secretary of the White House National Economic Council. Previously, Warsh was a member of the Mergers & Acquisitions department at Morgan Stanley & Co. in New York, serving as Vice President and Executive Director.
Warsh received his A.B. from Stanford University, and his J.D. from Harvard Law School.
Four-time NASCAR Cup Series Champion
Founder of the Jeff Gordon Children’s Foundation
Four-time NASCAR Cup Series champion Jeff Gordon, one of the most iconic names in racing and pop culture, joined FOX NASCAR in 2016 as a full-time race analyst. The California native, one of the most versatile drivers of his era, is credited with helping take NASCAR mainstream in the 1990s. Gordon changed the face of NASCAR, which also made the sport attractive to Madison Avenue. In his 23 years of full-time Cup Series competition, Gordon served as one of NASCAR’s most effective and committed ambassadors.
With his first title in 1995, Gordon became the youngest champion (24) in NASCAR’s modern era in only his third full season. Gordon retired with 797 consecutive starts, a journey that began with the 1992 season finale at Atlanta Motor Speedway as Petty brought his racing career to a close.
Gordon, who sits third on NASCAR’s all-time wins list with 93 victories, stepped into the FOX NASCAR booth alongside play-by-play announcer Mike Joy and analyst and Hall of Famer Darrell Waltrip only three months after his final NASCAR SPRINT CUP SERIES start in the legendary No. 24 Hendrick Motorsports Chevrolet. Gordon’s sixth-place effort in his final race secured a third-place finish in the series standings, making him one of only a few athletes to retire at the pinnacle of their respective sport.
Off the track, Gordon, named one of “NASCAR’s 50 Greatest Drivers” in 1998, established the Jeff Gordon Children’s Foundation in 1999, which supports pediatric cancer research, treatment and patient support programs and has granted more than $16.5 million to support children battling cancer. The Jeff Gordon Children’s Foundation provided primary funding to establish the Jeff Gordon Children’s Hospital (JGCH) in Concord, N.C. In addition to the 28-bed pediatric floor JGCH also includes the Pediatric Intensive Care Unit (PICU), Neonatal Intensive Care Unit (NICU), Child Advocacy Center (CAC) and Pediatric Pavilion.
The Jeff Gordon Children’s Foundation provided $1.75 million to establish the Butaro Cancer Center of Excellence (BCCE). Working in collaboration with Partners in Health, Dana Farber Cancer Institute and the Ministry of Health of Rwanda, BCCE opened its doors in July 2012 and has treated more than 5,000 patients who otherwise would have no access to care. The country now boasts one of the highest-achieving cancer programs on the continent and is the only rural cancer center in East Africa. In 2011, Gordon was invited by President Bill Clinton to join the Clinton Global Initiative (CGI). The Clinton Global Initiative convenes global leaders to create and implement innovative solutions to the world’s most pressing issues.
Gordon was honored with the National Motorsports Press Association (NMPA) Myers Brothers Award in 2012, recognizing those who have made outstanding contributions to the sport of stock-car racing. That same year, he received the Heisman Humanitarian Award, established to recognize those in sports who give significantly to communities and improve the lives of others. At the December 2015 NASCAR Sprint Cup Series Awards in Las Vegas, Gordon’s final as a driver, actor and friend Tom Cruise surprised Gordon and introduced him on-stage preceding Gordon’s receipt of the illustrious Bill France Award of Excellence and his final speech as a driver.