Thursday, May 27, 2010

Ira Sohn Conference notes: Marketfolly

Marketfolly has put together a nice, detailed post on the recent Ira Sohn Conference and the investing ideas offered up by some leading hedge fund managers and investors at this event.

If you haven't heard the chatter about this event, we can tell you that there were some very notable speakers present, including investors David Einhorn (Greenlight Capital), Bill Ackman (Pershing Square Capital), David Tepper (Appaloosa Management),
Seth Klarman (Baupost Group), Jeremy Grantham (GMO), and historian Niall Ferguson.

Jay has summarized some of the main points and highlights from the speaker presentations, with the help of some Marketfolly readers who were good enough to share their notes from the conference. You'll also find links to additional coverage on Twitter and at Barron's.

Update: new Marketfolly posts highlighting David Einhorn's presentation and Steve Eisman's presentation, "Subprime Goes to College", have been added.

Also, if you'd like to find out more about the Ira Sohn Research Conference Foundation, which is "dedicated to the treatment and cure of pediatric cancer and other childhood diseases", have a look at the conference home page. You can learn more about their mission and make a donation to the foundation from their website.