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Sohn Canada Notes 2015: Capitalize For Kids

The Sohn Canada 2015 Capitalize For Kids investment conference just ended and was another great success.  We've posted links to notes on each speaker's presentation below.


Sohn Canada / Capitalize For Kids Conference Notes 2015


- Howard Marks' Talk (Oaktree Capital)

- Mick McGuire (Marcato Capital): 2 long ideas

- David Zorub (BlueMountain): Short Mattel (MAT)

- Dinakar Singh (TPG Axon): 2 long ideas

- Clifton Robbins (Blue Harbour Group): Long AGCO

- Jeff Smith (Starboard Value): Long Advance Auto Parts (AAP)

- Daniel Dreyfus (3G Capital): Long Reliance Steel & Aluminum (RS) 

- Daniel Lewis (Orange Capital): Long Amaya

- Philip Hilal (Clearline Capital): Long SS&C Technologies (SSNC)

- John Khoury (Long Pond Capital): long Forest City Enterprises (FCE/A)

- Jacob Doft (Highline Capital): Long cruise lines

- Jody LaNasa (Serengeti Asset Management): Long IRSA

- Reno Giancola (Alignvest): Long Great Canadian Gaming

- Dan Zwirn (Arena Investors) Presentation

- Ted Goldthorpe (Apollo Investment) Presentation

- Anna Nikolayevsky (Axel Capital) Bearish Presentation

David Lorber (FrontFour Capital): Long Ubisoft

- Blair Levinsky (Waratah Capital): Short High Liner Foods

- Paul Sabourin (Polar Securities) and Greg Mills (RBC Capital) Presentation