Notes!

361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…

My coverage of CNBC and Institutional Investor Magazine’s third annual Delivering Alpha Conference will come in four parts today. Below, my notes from the two evening panels, enjoy! – JB *** Panel – Asset Bubbles, moderated by Kelly Evans • Michael Novogratz, Principal and Director, Fortress Investment Group • Michael Sacks, Chief Executive Officer, Grosvenor Capital Management • Steve Kuhn,…

My coverage of CNBC and Institutional Investor Magazine’s third annual Delivering Alpha Conference will come in four parts today. Part I is here, Part II is here Below, my notes from the afternoon sessions, I hope you enjoy! – Josh *** Panel – Alpha Agitator with Nelson Peltz. moderated by Andrew Ross Sorkin Nelson Peltz, Founding Partner,…

This year Institutional Investor Magazine has invited me to their third annual joint conference with CNBC, Delivering Alpha. The conference will be held Wednesday, July 17th,  at the fabulous Pierre Hotel on the southeastern corner of Central Park and Fifth Avenue. Some of my investing idols will be speaking, many of whom I’ll be watching…

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