Thought-leading investor James Montier, PM at GMO, has just recorded an exclusive Q&A for European Investing Summit 2012!
The rare 47-minute session with James is packed with insights on Europe and provides a practical guide on applying Montier’s Seven Immutable Laws of Investing to the Eurocrisis. The fully on-line European Investing Congress will take place October 9th and 10th, where Montier will be speaking, Click to register for European Investing Congress.
Notes From Schwarzman, Sternlicht, Robert Smith, Mary Callahan Erdoes, Joseph Tsai And Much More From The 2020 Delivering Alpha Conference
The following are rough notes of Stephen Schwarzman, Steve Mnuchin, and Barry Sternlicht's interview from our coverage of the 2020 CNBC Institutional Investor Delivering Alpha Conference. We are posting much more over the next few hours stay tuned. Q2 2020 hedge fund letters, conferences and more One of the most influential investor conferences every year, Read More
Here are two free excerpts for your enjoyment:
Montier on the case for dividend swaps:
Montier on the challenges facing Europe: