Sohn Investment ConferenceChairsGraham DuncanChristine HamnerKeith Johnson

Sohn Investment Conference

In Partnership With

David Geffen Hall • Lincoln Center • NYC

REGISTER HERE

Monday, May 6, 2019

24TH ANNUAL

Wall Street’s best and brightest investors present in this unique, must-attend event to share their insights and ideas with an audience of 3,000 people, comprised of portfolio managers, asset allocators, and private investors.

Speakers manage large proprietary investment portfolios that have outperformed the market for years. They volunteer their time to The Sohn Conference Foundation for the benefit of The Foundation. Contributions support The Foundation’s mission to support pediatric cancer research and care.

REGISTER HERE

7:45 AM Registration

9:00 AMNext Wave Sohn

11:15 AMNetworking Lunch

12:00 PMThe Sohn Investment Conference

5:45 PMCocktails

Monday, May 6, 2019 David Geffen Hall Lincoln Center

Where Wall Street Unites to End Childhood Cancer

The Sohn InvestmentConferenceIn Partnership With

2

Meredith Landers BarthManaging DirectorMeritage Group LP

David Ben-Ur, CFAChief Investment OfficerCAM Capital/Caxton Alternative Management

Craig BergstromManaging Partner & Chief Investment OfficerCorbin Capital Partners

Michael BuchmanVice President &Co-Chief Investment OfficerConrad N. Hilton Foundation

Ashvin ChhabraPresident & Chief Investment OfficerEuclidean Capital

Brian CliffordManaging PartnerEast End Advisors, L.L.C.

Amy FallsChief Investment OfficerThe Rockefeller University

Amy FischChief Investment OfficerSidney E. Frank Foundation

Shane GalieManaging DirectorCornerStone Partners, LLC

Ken GlassmanChief Executive Officer & Chief Investment OfficerRWN Management, LLC

Mitch GoldenPortfolio ManagerGreenlight Masters

Jonathan HarrisChief Executive OfficerAlternative InvestmentManagement, LLC

Jennifer HellerPresident &Chief Investment OfficerBrandywine Group Advisors

Charles HoneyPartnerPrivate Advisors, LLC

PJ HuizengaPrincipalHuizenga Capital Management

Jeff KellyPartnerSummit Rock Advisors

Host Committee

The Sohn InvestmentConferenceIn Partnership With

Randy KimChief Investment OfficerRainwater Charitable Foundation

Sue ManskeVice President &Chief Investment OfficerJohn D. and Catherine T. MacArthur Foundation

Edgar NehmeChief Investment OfficerKeystone Group, L.P.

Deborah OridaSenior Managing Director &Global Head of Active EquitiesCPPIB

Alex RobertsonPresidentTiger Management

J. Morgan RutmanPresidentWilloughby Capital Holdings, LLC

Salil SeshadriChief Investment OfficerJS Capital Management LLC

D. Ellen ShumanManaging PartnerEdgehill Endowment Partners

Sohn Investment ConferenceChairs

CHRISTINE HAMNERWhite Paw Advisors

KEITH JOHNSONSequoia Heritage

GRAHAM DUNCANEast Rock Capital

3

ANGELA ALDRICHManaging Partner &Portfolio ManagerBayberry Capital Partners LP

PARVINDER THIARAChief Investment OfficerAthanor Capital, LP

LAUREN TAYLOR WOLFEManaging PartnerImpactive Capital LP

Held the morning of The Sohn Investment Conference, Next Wave Sohn brings the next generation of talent to the Conference, offering attendees a chance to hear Wall Street’s brightest rising stars.

The 2019 Next Wave Sohn Speakers

TODD WESTHUSFounding Partner & Chief Investment OfficerOlympus Peak Asset Management

A Conversation From The Sohn Stage With

TIM FERRISSInvestor, Best Selling Author & Top-Ranked Podcaster

JOSH WAITZKINExtreme Athlete &Peak Performance Specialist

MATTHEW J. SMITHChief Executive Officer & Chief Investment OfficerDeep Basin Capital LP

4

The 2019 Sohn Speakers

LARRY ROBBINSFounder, CEO & Portfolio ManagerGlenview Capital Management

GABE PLOTKINChief Investment Officer & FounderMelvin Capital Management LP

DANIEL SUNDHEIMFounder & Chief Investment OfficerD1 Capital Partners

DAVID EINHORNPresidentGreenlight Capital, Inc.

CHRISTOPHER R. HANSENPresident & Founding PartnerValiant Capital Management, L.P.

SPENCER GLENDON FounderProbable Futures

DR. JOON YUNPresident & Managing MemberPalo Alto Investors

ARIEL WARSZAWSKICo-Founder & Portfolio ManagerFirefly Value Partners, LP

LAURA DEMINGManaging DirectorLongevity Fund

BIHUA CHENFounder & Portfolio ManagerCormorant Asset Management

PATRICK COLLISONChief Executive OfficerStripe

JEFFREY GUNDLACHChief Executive OfficerDoubleLine Capital

RYAN HESLOPCo-Founder & Portfolio ManagerFirefly Value Partners, LP

MICHAEL MORITZPartnerSequoia Capital

List as of April 11, 2019

SCOTT GOODWINManaging PartnerDiameter Capital Partners

5

2018 Idea Contest Winner, Andrew Walker

The Sohn Idea ContestPresented By

CONTEST DETAILS

The Sohn Idea Contest Presented by GLG (Gerson Lehrman Group) seeks to identify the most timely and actionable investment idea to be featured at The Sohn Investment Conference.

The distinguished judges select the winning

investment idea based on their determination

of the most compelling idea with a 12-month

horizon.

Before finalists present their idea, they have

free access to GLG, the world’s leading

platform connecting investors with insight.

The winner will present his or her idea

in a 10-minute presentation in front of

approximately 3,000 people at the Conference

on Monday, May 6, 2019.

ENTER NOW Contest Closes April 18, 2019 at 12 pm EST

WILLIAM A. ACKMANCEO & Portfolio ManagerPershing Square Capital Management, L.P.

JOEL GREENBLATTPresidentGotham Asset Management

EILEEN APTMANChief Investment OfficerBelfer Management, LLC

SETH KLARMANCEO & Portfolio ManagerThe Baupost Group

DAVID EINHORNPresidentGreenlight Capital, Inc.

LARRY ROBBINSFounder, CEO & Portfolio ManagerGlenview Capital Management

2019 Contest Judges

Lead Judge

6

As of April 11, 2019

With Additional Support from

In Partnership With

Powered By

The Sohn Idea Contest Presented By

Cocktails By Energized By

The Sohn Investment Conference

Special Support By

7

OUR APPROACH

The Sohn Conference Foundation takes a unique, investor’s approach to grant making.

The Foundation supports cutting-edge research, innovative technologies, and bold

initiatives that will have the greatest impact in treating and curing pediatric cancer.

About The Sohn Conference Foundation

Pershing Square SohnCancer Research Alliance

THERAPEUTICS DISCOVERY INSTITUTE

ABOUT IRA The Foundation honors the memory of Ira Sohn, a talented Wall Street professional whose life was cut short when he passed away from cancer at the age of 29. In 1995, Ira’s colleagues and friends Douglas Hirsch, Lance Laifer and Daniel Nir, along with Ira’s mother Judith Sohn and brother Evan, created The Sohn Conference Foundation.

OUR PARTNERS

8

REGISTER HERE

The Sohn Investment Conference

In Partnership With

DONATE

Sponsorship Opportunities

#Sohn2019

sohnconference.orgThe Sohn Conference Foundation Board of Directors

Graham DuncanDouglas HirschDaniel NirEvan Sohn 9