Notes From Invest For Kids Chicago 2014: Ackman, Zell, Robbins & More

http://ift.tt/1oqTrG8 The sixth annual Invest For Kids Chicago just took place and featured hedge fund managers sharing their latest investment ideas to benefit local children’s charities (100% of the money raised goes directly to the charities).  Below are links to notes from each speaker’s presentation.  Enjoy!

Invest For Kids Chicago 2014 Notes

– Fireside Chat with Bill Ackman (Pershing Square)

– Larry Robbins (Glenview Capital): 4 long ideas

– Sam Zell’s Fireside Chat 

– Mason Hawkins (Southeastern Asset Management): long Level 3 Communications 

– Wally Weitz (Weitz Investment Management): long Liberty Media

– Steve Kuhn (Pine River Capital): On Japan

– Nehal Chopra (Tiger Ratan Capital): long Actavis and Charter Communications

– Jonathan Kolatch (Redwood Capital): Puerto Rico Power Authority

– Mike Wilkins (Kingsford Capital): On Short Selling

– Emerging Managers: Nancy Prial (Essex) long iCAD

– Emerging Managers: Tim Hurd (Blue Spruce) long BlackRock 

via market folly http://ift.tt/NLWANl