Detailed notes of Raman Vardharaj, Co-Portfolio Manager of Oppenheimer Main Street Funds, Stephen J. Errico, CIO/Founder of Locust Wood Capital Advisers and Professor Paul Johnson of Columbia University, founder of Nicusa Investment Advisors from the Spinoffs Conference brought to you by The Edge which took place on June 6th 2018.
Jim: Thanks for [inaudible 00:00:02]. It's our first conference, Spinoff space. But I mean, one of the reasons that we wanted to do the conference, when we did a little bit back, and as you know we didn't charge for it for money. But we ask you for donation to those [inaudible 00:00:22]. It's very dear to my heart and I know we can amongst, [00:00:26] it's affected. Your life suffers as well.
In total, we raised [inaudible 00:00:34] bucks for the charity, which is great. It all goes to them [inaudible 00:00:38] going. We also some associations leading nonprofit charity around looking into curing the disease. And it affects one in ten of us, and it's not nice.
Like I said, it's one of the reasons why we did it because it's important to get rid of it. But also to make you aware of the disease if you weren't aware of it, and just to understand it a little bit better. You know, raise awareness, understand the stigma attached to it, and when you see people who've got as well is a real issue.
Before I go through events today and what we're going to do, I just wanted you to watch a few minutes video just to understand how that affects the brain and just take that away and just think for a moment. Like I said, we raised a decent amount of money. Really appreciate it. Thank you very much.
So today, we have three parts tonight to the conference. First part [inaudible 00:01:56].. About second half, we're going to introduce some new data within Spinoff. So maybe around the misconception, that spinoff is great work which is just [inaudible 00:02:08] everyone.
But you know what? That's not what we do. That's not what we sell. That's not the truth. So Jonathan [inaudible 00:02:16] almost 20 years of proprietary data and what you're going to use to look into Spinoff more and actually rely heavily on the facts. And we always have done but now we got so much of these numbers that we can use those facts with our knowledge and our experience and obviously create great message for our partners.
So Jonathan is going to present stuff that we found on our update study. We looked into a 15 minutes study with the lowest [inaudible 00:02:44]. We've updated that and we'll continue to update that. And then there’s target-driven world. We're going to rely heavily on that going forward as well.
So ideally we've got our intelligence, we've the data. [Inaudible 00:03:04]. The last part, [inaudible 00:03:08] from different worlds I say in managing money, I'll introduce us a bit more when we get there.
But it's your chance to get a real insight from them and still a look at our space. They don't look at [inaudible 00:03:26] all the time. And essentially it's your chance to question then on how they view the world. So really excited about that. Also to present their latest ideas in the space. So Jonathan got some ideas of the data as well. So I think there's six or seven good ideas around today.
Like I said, get as much as you can today, use it, and go make some money. That's what we're going to do today. So our next guest, some of you know him, is Paul Johnson. Now, Paul is academic, which don't go the way we sign normally, but actually, you know what? He's a little bit different.
Read the full notes here.