benc

The Riskalyze Report: Advisors Flee Sovereigns and Utilities

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $44 billion and counting that advisors manage on the Riskalyze platform*. I…

Notes from the 2015 Ira Sohn Conference, Part III

Part III! Check out part I and part II in case you missed them! Here’s the conclusion:  *** David Tepper, Founder, Appaloosa Management, L.P. He’s the man, obviously. In case you hadn’t yet read my up close profile of Tepper from the SALT Conference click here and read it: The Apotheosis of David Tepper Bloomberg’s Stephanie Ruhle…

Notes from the 2015 Ira Sohn Conference, Part II

DoubleLine Capital’s Jeffrey Gundlach takes the stage See Part I if you missed it, includes commentary from Leon Cooperman and others! *** Larry Robbins, Founder, Portfolio Manager, and CEO, Glenview Capital Management LLC He’s still bullish on the overall market. “20 years ago, the S&P 500 was selling at 515 and somebody came up on…

Notes from the 2015 Ira Sohn Conference, Part I

Avery Fisher Hall at Lincoln Center on conference morning.  I’m live from the 20th Annual Ira Sohn Conference in New York City. We did our Halftime Report show live from the hall before I got a chance to get into the event itself, so I missed David Einhorn’s presentation (more below). I got to meet…