Credit has been a hot area since the financial crisis, even during a surge in the equity markets. With Europe still in turmoil and the U.S. economy still in existential crisis, where the best opportunities are and what are the best strategies to take advantage of those situations. What is the trade and how do you play it? We will look at long/short credit strategies, debt and capital markets.
The following is our rough coverage of the 2021 Sohn Investment Conference, which is being held virtually and features Brad Gerstner, Bill Gurley, Octahedron's Ram Parameswaran, Glenernie's Andrew Nunneley, and Lux's Josh Wolfe. Q1 2021 hedge fund letters, conferences and more Keep checking back as we will be updating this post as the conference goes Read More
Hector Negroni, Co-Founder, Co-Chief Executive Officer, and Chief Investment Officer, Fundamental Credit Opportunities (FCO)
Bruce Richards, CEO and Founding Partner, Marathon Asset Management, LP
Thomas Wagner, Co-Founding Partner and Co-Managing Member, Knighthead Capital Management, LLC
Philip Weingord, Founder, Managing Principal & CEO, Seer Capital Management
Stephanie Ruhle, Anchor, Bloomberg Television; Host, “Market Makers” (@SRuhle)