I’m making my way over to Lincoln Center on the west side of Manhattan for the 22nd Annual Ira Sohn Investment Conference. I think this is the 8th one for me, I’ve lost count. But it’s one of my favorite days of the year for sure. The Sohn Conference Foundation funds innovative research and care to treat and cure pediatric cancer, striving to help children suffering from cancer survive and thrive. It’s really an amazing organization that has done so much.
As always, we’ll be hearing new investment ideas and outlooks from some of the best and brightest in the world.
I’ll be taking notes here on the blog and sharing, as usual, for all of you. We’re also taping my TV show, the Halftime Report, live from the event with great guests throughout the noon hour.
Here’s the agenda, which has some familiar names and some newcomers to the stage – can’t wait!
12:00 Opening Remarks: Doug Hirsch, Co-Chair, Sohn Conference Foundation
12:05 Kevin Warsh, Shepard Family Distinguished Visiting Fellow in Economics at the Hoover Institution and Lecturer, Stanford Graduate School of Business
12:25 Keith Meister, Managing Partner and Chief Investment Officer, Corvex Management LP
12:45 Debra Fine, Founder and President, Fine Capital Partners, L.P.
1:05 Tal Ben-Shahar, Author, Lecturer, and Chief Learning Officer, Potentialife
1:25 William A. Ackman, CEO and Portfolio Manager, Pershing Square Capital Management, L.P.
2:10 Chamath Palihapitiya, Founder and CEO, Social Capital LP
2:30 Davide Serra, Founder and CEO, Algebris Investments LLP
2:50 Jeff Gordon, Four-time NASCAR Cup Series Champion and Founder of the Jeff Gordon Children’s Foundation
3:10 Clifton S. Robbins, Founder and Chief Executive Officer, Blue Harbour Group, L.P.
3:30 David Einhorn, President, Greenlight Capital, Inc.
4:15 Jeffrey Gundlach, Chief Executive Officer and Chief Investment Officer, DoubleLine Capital LP
4:35 Sohn Idea Contest Winner
4:50 Brad Gerstner, Founder and CEO, Altimeter Capital
5:10 Josh Resnick, Founder and Managing Partner, Jericho Capital Asset Management L.P.
5:30 Larry Robbins, Founder, Portfolio Manager and CEO, Glenview Capital Management LLC
5:50 Closing Remarks: Dan Nir, Co-Chair, Sohn Conference Foundation