2016-05-04

Europe's 'Banking Depression' (video); Sohn Conference New York May 4

Carl Weinberg: Europe's Stuck in a 'Banking Depression:'

Video above: Europe in a 8-year "banking depression" says Carl Weinberg, chief economist at High Frequency Economics [hifreqecon.com]. He and Jeff Degraaf, chairman at Renaissance Macro [renmac.com], examine the European economy and the need for fiscal stimulus as the banking industry faces an eighth straight year of crisis. They speak on "Bloomberg Surveillance," May 2, 2016.
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CNBC Sneak Peek | 2016 Sohn New York Investment Conference:

Evan Sohn discusses the upcoming May 4th New York Sohn Investment Conference. Joining him in the CNBC studio is 2015 Sohn Investment Idea Contest winner, Angelo Martorell. Published April 21, 2016.

Sohn Investment Conference | SOHN May 4, 2016 David Geffen Hall, Lincoln Center 10 Lincoln Center Plaza New York City: Since 1995, the world-renowned Sohn Investment Conference, held annually in New York, has been the premier investment event, bringing the world’s savviest investors together to share fresh insights and money-making ideas to benefit the Sohn Conference Foundation’s work to end childhood cancer.

AGENDA:
12:00 Opening Remarks: Doug Hirsch, Co-Chair, Sohn Conference Foundation
12:05 Larry Robbins, Founder, Portfolio Manager and CEO, Glenview Capital Management LLC
12:25 Carson Block, Chief Investment Officer, Muddy Waters Capital LLC
12:45 John Khoury, Founder and Managing Partner, Long Pond Capital, LP
1:05 Chamath Palihapitiya, Founder and CEO, Social Capital LP

1:25 Intermission
1:55 Jeffrey Smith, Managing Member, Chief Executive Officer, and Chief Investment Officer, Starboard Value LP
2:15 Richard Deitz, Founder, President and Fund Manager, VR Capital Group Ltd.
2:35 Stanley Druckenmiller, Chairman and Chief Executive Officer, Duquesne Family Office LLC
2:55 Eli Manning, Sohn-Manning Pediatric Cancer Survivorship Program at Hackensack University Medical Center
3:10 Jeffrey Gundlach, Chief Executive Officer, DoubleLine Capital LP

3:30 Intermission
4:00 Zachary Schreiber, Chairman, Chief Executive Officer and Chief Investment Officer, PointState Capital LP
4:20 Sohn Idea Contest Winner
4:35 Adam Fisher, Co-Founder and Chief Investment Officer, Commonwealth Opportunity Capital GP LLC
4:55 Dan Ariely, James B. Duke Professor of Psychology & Behavioral Economics, Duke University
5:15 David Einhorn, President, Greenlight Capital, Inc.
5:35 James Chanos, Founder and Managing Partner, Kynikos Associates LP
5:55 Closing Remarks: Dan Nir, Co-Chair, Sohn Conference Foundation

Tweets about Sohn Conference


See also reporting via thereformedbroker.com, valuewalk.com and WSJ.com



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