Complete Notes From Ira Sohn West Conference

Tyler Durden's picture

Missed the first Ira Sohn west conference? Here is your chance to catch the complete notes via BTIG's Mike O'Rourke. Presenters included John Burbank of Passport, Barry Rosenstein of Jana, Brian Zied of Charter Bridge Capital, Mitch Julis of Canyon, Jeffrey Ubben of ValueAct, Robert Rosner of Buena Vista Fund, John Taylor of the John Taylor Rule, Chris Chabris, and Richard Farber of Kayne Anderson. Ideas discussed include the future of the world, Dutch company TNT, Charles River Labs, Sirius XM, Valiant Pharma, Taiwan Semi, the Libor-OIS spread, Natty and Patriot Coal. So for all those who still hold on to the illusion that alpha is possible in this market, read on.


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TradingJoe's picture

To me this looks like a new form of pump and dump! Sorry, I don't see any value in that "meeting", or am I just the one blind on the block?!

hbjork1's picture


I think it is just that it happened and provided comment by responsible people so ZH posted it.

Beauty is in the eye of the beholder.

Apocalicious's picture

Brian Zied's new firm is Charter Bridge, and Jeff Ubben founded ValueAct. Don't like being the spelling stickler, but you got to at least get proper nouns right.


Several very sharp guys there, TradingJoe. How does flat in 08 and up 40% in 09 and up 10% year to date sound as far as alpha generation? I'll take it...

Bankster T Cubed's picture

I used to get excited about this stuff.  Now I simply don't care. The markets are too far gone.  They are dead to me.

the banksters and their fed killed them.

all I can do now is prepare for total collapse this brings.