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Morgan Stanley Investment Leadership Conference – Atalan Short Pitch

Atalan Capital Partners’ notes from the Morgan Stanley Investment Leadership Conference which took place on the 28th of June, 2018. There was a killer line up and we have notes on the full conference stay tuned for more – below is the panel consisting of David Thomas of Atalan Capital Partners.

The full list of speakers as follows

List of Speakers

  • David Craigen, Partner at Lansdowne Partners
  • Joshua David Samuelson, Vice Chairman at PointState Capital
  • Robert S. Pitts, Limited Partner at Steadfast Capital Management
  • Keith Meister, Corvex Management
  • Parag Vora, HG Vora Capital Management
  • Richard McGuire, Marcato Capital Management
  • Nitin Saigal, Kora Management
  • Vikram Kumar, Kuvari Partners
  • Vivian Lau, One Tusk Investment Partners
  • Jasjit Rekhi, Sandro Capital
  • Brad Gerstner, Altimeter Capital Management
  • Nathaniel August, Mangrove Partners
  • Alex Gleser, TPG Public Equity Partners
  • Simon Hillary, Lancaster Investment Management
  • Seth Rosen, Nitorum Capital
  • David Rosen, Rubric Capital Management
  • Josh Clark, Southpoint Capital Management
  • David Thomas, Atalan Capital Partners
  • Tomoko Fortune, Criterion Capital Management
  • Dennis Puri, Hunt Lane Capital
  • Gil Simon, SoMa Equity Partners
  • Christian Leone, Luxor Capital
  • Leon Shaulov, Maplelane Capital
  • Munib Islam, Third Point

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Morgan Stanley Investment Leadership Conference - Atalan

The panelists for discussion 6 were as follows:

  • David Thomas, Atalan Capital Partners
  • Tomoko Fortune, Criterion Capital Management
  • Dennis Puri, Hunt Lane Capital
  • Gil Simon, SoMa Equity Partners

According to Atalan Capital:

Because of the growth in technology and softwares, payments are becoming technologically managed. However, still, 50% of the business-to-business payments are made in checks.

Also, Atalan states that the value of software is shifting to data from the code.

Atalan recommends selling the stock of Omnicom as its business models have become obsolete due to advanced technology.

Atalan suggests long position in the stock of IHS Markit, a global information provider. The company has strong pricing power and a proprietary data set.

Read the full article here.