Milken Panel – Kyle Bass, Michael Hintze, Mitchell Julis, Sarah Ketterer

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Milken Panel – Kyle Bass, Michael Hintze, Mitchell Julis, Sarah Ketterer

Milken Panel – Kyle Bass, Michael Hintze, Mitchell Julis, Sarah Ketterer

Moderator

Michael Milken, Chairman, Milken Institute

Seth Klarman’s 2021 Letter: Baupost’s “Never-Ending” Hunt For Information

Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More

Speakers

Mark Attanasio, Co-Founder and Managing Partner, Crescent Capital Group LP

Kyle Bass, Chief Investment Officer, Hayman Capital Management

Michael Hintze, Founder, CEO and Senior Investment Officer, CQS

Mitchell Julis, Co-Founder, Co-Chairman and Co-CEO, Canyon Partners, LLC

Sarah Ketterer, CEO and Portfolio Manager, Causeway Capital Management LLC

Institute Chairman Mike Milken sits down with several of the world’s most successful investors to discuss the key insights they’ve gained and lessons they’ve learned over the years. How do they adapt to different market cycles? Given that they are, after all, only human, how do they avoid the pitfalls of cognitive biases? Have their best ideas come from extensive analysis or from the gut? How do they think about and manage risk? What do they look for when hiring key members of their teams? And, of course, where are they focusing their attention — and money — in the near future?

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