Investment Picks from the Investment Professionals Presenting at the 'Invest For Kids' Conference in Chicago on November 26, 2016
The 8th
annual Invest For Kids Chicago investment conference was held on Wednesday,
October 26, 2016, at the Harris Theater. Dr. David Krause, AIM program
director, and Dr. Joe Wall, Accounting professor, took 16 students to Chicago
for the event.
The
students thoroughly enjoyed the event and are thankful that Balyasny Asset
Management hosted their admission to the event and the pre-conference
university scholars conference at DePaul University. See a previous blog posting for more background on the conference.
The
following is from Market
Folly and contains their posted notes from the event. Just click each link to go to that
presentation:
- Jim Grant (Grant's Interest Rate Observer): Bearish on BlackRock (BLK)
- Sam Zell (Equity Group): Fireside chat
- John Lykouretzos (Hoplite Capital): Long - Sealed Air (SEE)
- Frank Brosens (Taconic Capital): Long – Kaupthing debt
- Ed Garden (Trian Partners): Long - Bank of New York Mellon (BK)
- Jonathan Gray (Blackstone Group): On real estate
- Leah Zell (Lizard Investors): Long - BIM, Short - Woolworth's
- Josh Wolfe (Lux Capital): Long - nVidia (NVDA), Short - Intel (INTC)
- Matt Halbower (Pentwater Capital): Long - Turquoise Hill Resources (TRQ), Neutral - VMWare (VMW), Long - Dell Technologies (DVMT)
- William Heard (Heard Capital): Long - Fair Isaac (FICO)
- Arthur Kaz (Greenbriar Asset Management): Long - Avaya bonds
For more investment conference coverage, be sure to also check out Market Folly’s notes from the recent Sohn San Francisco conference as well as the Great Investors Best Ideas Dallas conference.
- Jim Grant (Grant's Interest Rate Observer): Bearish on BlackRock (BLK)
- Sam Zell (Equity Group): Fireside chat
- John Lykouretzos (Hoplite Capital): Long - Sealed Air (SEE)
- Frank Brosens (Taconic Capital): Long – Kaupthing debt
- Ed Garden (Trian Partners): Long - Bank of New York Mellon (BK)
- Jonathan Gray (Blackstone Group): On real estate
- Leah Zell (Lizard Investors): Long - BIM, Short - Woolworth's
- Josh Wolfe (Lux Capital): Long - nVidia (NVDA), Short - Intel (INTC)
- Matt Halbower (Pentwater Capital): Long - Turquoise Hill Resources (TRQ), Neutral - VMWare (VMW), Long - Dell Technologies (DVMT)
- William Heard (Heard Capital): Long - Fair Isaac (FICO)
- Arthur Kaz (Greenbriar Asset Management): Long - Avaya bonds
For more investment conference coverage, be sure to also check out Market Folly’s notes from the recent Sohn San Francisco conference as well as the Great Investors Best Ideas Dallas conference.
