SOHN INVESTMENT CONFERENCE
Jazz at Lincoln Center’s Frederick P. Rose Hall
MAY 12, 2026
Where Wall Street Unites
to Fight Childhood Cancer
The annual New York Sohn Investment Conference convenes some of the best and brightest hedge fund and alternative investors in the industry to share market insights, while raising funds in support of pediatric cancer and other research.
IN SUPPORT OF
Tickets
General Admission
$2,000
All-day access to Sohn programming, including Next Wave and the flagship Investment Conference, plus networking at lunch and the cocktail reception.
Group Packages
$15,000 – $100,000
These premier ticket packages include additional benefits such as reserved seats, logo placement, and branding opportunities for your company.
Mainstage Speakers
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Gavin Baker
Managing Partner and CIO, Atreides Management, LP
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Alexis Ohanian
Founder and General Partner, Seven Seven Six, and Co-Founder and Former Executive Chairman, Reddit
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Orlando Bravo
Founder and Managing Partner, Thoma Bravo
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Marc Lasry
Chairman, CEO and Co-Founder, Avenue Capital Group
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Scott Goodwin
Co-Founder and Managing Partner, Diameter Capital Partners
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Ilana D. Weinstein
Founder, The IDW Group
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David Einhorn
President, Greenlight Capital
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Larry Robbins
CEO, Glenview Capital
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Jonathan Ross
Chief Software Architect, Nvidia and Former CEO and Founder, Groq
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Francis Dufay
CEO, Jumia
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Jawad Mian
Founder, Stray Reflections
Moderator -

Thea Jamison
Founder and Managing Director, CHANGE Global
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Ryan Packard
Managing Partner and CIO, Hiddenite Capital Partners
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Jacob Rubin
Founder and Managing Member, Philosophy Capital Management
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Leon Shaulov
Founder, Maplelane Capital
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Alex Sacerdote
Founder, CEO and Portfolio Manager, Whale Rock Capital Management
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Eduardo Marques
Founder and CIO, Pertento Partners
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David Rosen
Founder, Rubric Capital
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Jonathan Lennon
Founder and CIO, PLP Funds
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Alex Silver
Co-Founder and Chief Investment Officer, Ananym Capital
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Andrew Bellas
Managing Partner, General Equity Holdings
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John Yetimoglu
CIO, Infinitum and Board Director, Groq
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Leslie Picker
Senior Finance and Banking Reporter, CNBC
Moderator
Next Wave Speakers
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Soren Aandahl
Chief Investment Officer, Blue Orca Capital
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Tariq Barma
Co-Founder and Managing Partner, Balance Capital Partners
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Ali Carim
Co-Founder and Managing Partner, Balance Capital Partners
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Zachary Datikash
Founder, Third North Capital
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Rahul Kishore
Founder, Epicenter Capital
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Joyce Meng
Founder, FACT Capital
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Kevin Salimian
Founder, Voxel Capital
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Leslie Sturgeon
Founder and CIO, Maynard Capital Management
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Jim Chanos
President and Founder, Chanos & Co.
Breakfast Sessions
Real Estate Investment Intelligence: From NYC to National Capital Flows
in partnership with
Panel 1: New York Real Estate: Reading the Reset
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Joseph Chiovitti
Managing Director and Global Head of Real Estate Strategy and Lease Transactions, Morgan Stanley
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Peter Riguardi
Chairman and President, New York Tri-State Region, JLL
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Hilary Spann
Executive Vice President, New York Region, BXP
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Glen J. Weiss
EVP, Office Leasing and Co-Head of Real Estate, Vornado Realty Trust
Panel 2: Domestic Capital Reallocation: Shifting Investor Strategies in U.S. Real Estate Markets
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Julia Georgules
Head of Research - Leasing & Capital Markets, JLL
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Danny Kaufman
Senior Managing Director and Debt Platform Leader of Capital Markets Americas, JLL
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Michael Simanovsky
Managing Partner, Founder of Conversant Capital
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Diana Olick
Senior Real Estate & Climate Correspondent, CNBC
Moderator
AI in Portfolio Management: From Hype to High-Conviction Investing
in partnership with
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Aria Georghiou
Head of Client Services for Credit and Public Equities, Third Bridge
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Jillian McIntyre
Founder and CIO, 221B Capital Partners
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Emma Silverman
Partner, TMV Investing
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Ingrid Yin
Co-Founder and Managing Partner, MayTech Global Investments
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Rehana Farrell
CEO, 100 Women in Finance
Moderator
Lunch Sessions
Institutional Client Lunch Discussion
in partnership with
Crypto Lunch Discussion
in partnership with
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Armando Senra
Head of Americas Institutional Business, BlackRock
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Robert Frank
Wealth Editor, CNBC
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Thomas Lee
Chairman of the Board, Bitmine Immersion; Co-Founder & Head of Research, Fundstrat
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Barry Silbert
Founder & CEO, DCG
Agenda
May 12, 2026
8:00 a.m.
Check-in opens
8:30 – 10:00 a.m.
Breakfast
8:30 – 10:00 a.m. AI in Portfolio Management: From Hype to High-Conviction Investing
Presented by Third Bridge
Aria Georghiou, Ingrid Yin, Emma Silverman, Jillian McIntyre
Moderated by: Rehana Farrell
8:30 – 10:00 a.m. Real Estate Investment Intelligence: From NYC to National Capital Flows
Presented by JLL
Panel 1: New York Real Estate: Reading the Reset
Peter Riguardi, Hilary Spann, Glen J. Weiss, Joseph Chiovitti
Panel 2: Domestic Capital Reallocation: Shifting Investor Strategies in U.S. Real Estate Markets
Michael Simanovsky, Danny Kaufman, Julia Georgules
Moderated by: Diana Olick
10:30 a.m. – 12:00 p.m.
Next Wave Sohn
10:30 AM | Introductory Remarks
Harry Shillingford, Marex
10:32 AM | Welcome Remarks
Brian Waterhouse, East Rock Capital
Ideas from:
10:35 AM | Kevin Salimian
10:45 AM | Tariq Barma
10:55 AM | Leslie Sturgeon
11:05 AM | Rahul Kishore
11:15 AM | Short Selling Panel
Soren Aandahl, Joyce Meng, Zachary Datikash
Moderated by Jim Chanos
12:00 p.m. – 1:00 p.m.
Lunch
12:15 – 12:45 p.m.
Institutional Client Lunch
Presented by BlackRock
Armando Senra, moderated by Robert Frank
12:15 – 12:45 p.m.
Crypto Lunch Session
Presented by Bitmine and Digital Currency Group
Thomas Lee and Barry Silbert
1:00 p.m. – 3:05 p.m.
Sohn Investment Conference
1:00 PM | Welcome Remarks
1:01 PM | Idea From: Scott Goodwin
1:15 PM | Beyond the Final Score: How Sports Became the New Investment Frontier
Alexis Ohanian and Marc Lasry
1:35 PM | Idea from: Ryan Packard
1:45 PM | Band of Brothers: War Stories from the Front Lines of Investing
Jonathan Lennon, David Rosen, Eduardo Marques, and Andrew Bellas, moderated by Mitch Golden
2:20 PM | Idea From: David Einhorn
2:40 PM | Intelligence as Infrastructure: How AI Is Rewiring the Economy
Leon Shaulov, Alex Sacerdote, moderated by Leslie Picker
3:05 p.m. – 3:35 p.m.
Networking Break
3:35 – 6:00 p.m.
Sohn Investment Conference
3:35 PM | Inside the Mind of a Tech Investor: Gavin Baker & TBD
4:00 PM | Idea From: Jacob Rubin
4:10 PM | Finding Alpha in People: Ilana D. Weinstein & Jawad Mian
4:20 PM | The Inference Revolution: Groq, Nvidia and the Future of AI: Jonathan Ross & John Yetimoglu
4:40 PM | Emerging Markets Reimagined: Risk, Reward & the Road Ahead: Thea Jamison & Francis Dufay
5:00 PM | Idea From: Alex Silver
5:10 PM | Idea From: Larry Robbins
5:20 PM | What's Next for Software: Orlando Bravo & Leslie Picker
6:00 – 7:00 p.m.
Cocktail Reception
Venue
Jazz at Lincoln Center’s
Frederick P. Rose Hall
Broadway at 60th Street
New York City
Sponsors
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Official Speaker Lounge Sponsor
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Crypto Lunch Sponsor
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Institutional Client Lunch Sponsor
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Exclusive Media & Broadcast Partner
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Crypto Lunch Sponsor
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Press Support By
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Commercial Real Estate Panel Sponsor
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Networking Connections Sponsor
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Official Global Next Wave Sponsor
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Women in Finance Breakfast Sponsor
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In Partnership with Third Bridge
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Media Partner
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Partner
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Partner
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Media Partner
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Technology Partner
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Technology Partner
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Data Partner
Partners
Innovator
Hiddenite Capital Partners
Philosophy Capital Management LLC
Talpion Fund Management
Rubric Capital
Champion
Benefactor
Visionary
Diameter Capital
Glenview Capital Management
Questions?
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For questions about the event or issues with registration, please email: NY@sohnconference.org
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All orders are non-refundable. The Sohn Conference Foundation is a registered 501(c)(3) public charity. Your contribution is deductible to the fullest extent of the law. For each ticket used, the non-deductible portion is $200.
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If you are a member of the press interested in covering this event, please email: sohn@gasthalter.com
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Speakers and the agenda will be announced closer to the event. Stay tuned for more details!
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Contact us for more details.
Host Committee
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Paulino Lopez
Co-Chair
President, PLP Funds
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Mitch Golden
Co-Chair
Senior Managing Director and Head of Equity Strategies, Blackstone
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Brian Waterhouse
Next Wave Sohn
Managing Director, East Rock Capital
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Farrah Kunwar
Next Wave Sohn
Vice President, PLP Funds
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Erik Serrano Berntsen
Chief Executive Officer, Stable