Market Folly
0
All posts from Market Folly
Market Folly in Group,

Invest For Kids Chicago Notes 2015: Burbank, Sandler, Tananbaum & More

The seventh annual Invest For Kids Chicago conference recently took place benefiting underprivileged children in Chicago.  Many prominent investors shared their latest ideas and you can click below to read about each presentation.


Invest For Kids Chicago 2015 Notes

- John Burbank (Passport Capital): Long CF Industries

- Steve Tananbaum (GoldenTree Asset Management): Calpine equity

- Ricky Sandler (Eminence Capital): 2 longs & 1 short idea

- Andy Hall (Astenbeck Capital): Outlook for oil

- James Flynn (Deerfield Management): Horizon Pharma & Valeant Pharmaceuticals

- Soren Aandahl (Glaucus Research): Short EROS

- David Samra (Artisan Partners): Pitch on RBS

- Rupal Bhansali (Ariel Investments): 2 long ideas

- David Heller (Cloud Gate Capital): Long Berry Plastics

- Andy Greenberg (Saker Management): Long NXRT

- Michael Sacks (GCM Grosvenor) & Barry Sternlicht's (Starwood) conversation

- Sam Zell & Andrew Litt on real estate