You know you’re not attending a typical hedge fund conference when the stage is being shared by a four-star general, hall of fame baseball players, former world leaders, Hollywood stars, political pundits and a popular rock band.
But then again, Anthony Scaramucci, the founder of SkyBridge Capital and the host of the 7th annual SALT Conference, which gets underway Tuesday evening at the Bellagio Hotel in Las Vegas, is not exactly your father’s buttoned-down hedge fund manager either.
Scaramucci’s blue-collar, New York, in-your-face style helped convince this eclectic group of luminaries — and those who want to hear what they say or peddle services — to converge on the Las Vegas strip to chat about bonds, bombs and the Bronx Bombers, surrounded by, well, bombshells.
Salt，Scaramucci和他的合作伙伴和Skybridge的商业发展负责人的康沃特oviedo，是一部分投资会议，部分地缘政治展会和部分 - 一个大部分 - 拉斯维加斯浮华Scaramucci，最近恢复了电视投资表演，“华尔街周”兜售，教育和洞察力。
Yes, the agenda is filled with hedge fund honchos. We’ll hear plenty of investment ideas from a couple of dozen hedgies, including欧米茄顾问’ Leon Cooperman,保尔森＆Co.的John Paulson,Jana Partners’ Barry Rosenstein,Third Point’s Daniel Loeb和Canyon Partners’ Joshua Friedman,这些只是其中一部分。
Several of them, including Cooperman and Rosenstein, spoke Monday at the Sohn Investment Conference in New York. Hopefully, they’ll have some fresh ideas for SALT. At Sohn, Rosenstein once again made his case for Qualcomm — an activist position he unveiled at yet another conference a month ago — and Walgreens Boots Alliance, his largest holding at year-end. So far this year his New York-based Jana Partners is up 1.1 percent thanks to its 6.7 percent gain in February.
At SALT, Scaramucci will be conducting a one-on-one interview with former Federal Reserve chairman Ben Bernanke, who no longer needs to worry about accidentally suggesting when the central bank will raise rates.
我们还将听到大卫佩德拉乌斯的普通大卫·佩德拉州，亚历山大一般就恐怖和网络威胁战争，这可能会沿途吓坏了大家。
甚至卡尔·罗沃，詹姆斯·卡尔维尔和玛格丽特胡夫弗将分享一个小组和讨论 - 更有可能争论和嘲笑 - 即将到来的美国总统选举，尽管胡佛通常是一个平静的声音。我认为这一个应该被称为可预测的政治专家小组。
You want unpredictable? Sir Richard Branson will no doubt serve that up when he talks about the legalization of drugs and almost anything else we are not ready for.
与此同时，查克哈格尔和仙境大米和一个主要联盟棒球小组的名人 - 乔托雷，乔治布雷特，托尼拉斯卡和弗兰克托马斯 - 将讨论，谁知道？尚未为任一面板列出主题。也许布雷特将在水上玻璃上放一些松油。
If these discussions still don’t sound eclectic enough for you, we’ll also hear from the likes of T. Boone Pickens — remember him? — and former Greek Prime Minister George Papandreou, who probably won’t tell us how his country’s economy got so screwed up on his watch.
其中一个特色的午餐演讲者将是Michael J. Fox，其帕金森的研究基金会吸引了大量对冲基金荣获其董事会。
Of course, the highlight of any week at SALT is the rock concert. This year the headliner is One Republic, who most attendees probably haven’t heard of (my daughter threatened never to speak to me again if I accidentally called the band One Direction). But I’m told they are big. (I actually have heard of them, or is it One . . . oops, I almost did it.)
无论如何，我会在整个周都有你的耳朵和眼睛，报道任何这些人谈论的东西，以及落后的景象狼人。
I’ll even down a glass or two of pinot grigio and some hors d’oeuvres on your behalf. Promise.
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As sort of a warm-up for SALT, The Sohn Investment Conference took place Monday in New York. Unfortunately, many of the presentations were reprises of previous conference presentations, like Rosenstein on Qualcomm and潘兴广场资本管理的威廉阿克曼once again putting pressure on his big short target, Herbalife.
And Keither Meister’s talk on Yum! Brands was anticlimactic since CNBC broke the news Friday about the Corvex Management founder’s planned topic and activist stake.
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Sohn的一个新鲜演示是送达的Greenlight Capital.’s David Einhorn, who made the case against fracking companies, saying they can “contaminate portfolio returns.” He especially beat up on Pioneer Natural Resources, asserting its discounted cash-flow value is roughly half its market value.
Glenview Capital Management’s Larry Robbins，谁在今年排名第7丰富的名单, talked up drug giant AbbVie, predicting the stock could hit $90 by the end of next year. The stock closed at $64.68. He also singled out Brookdale Senior Living, the assisted-living company. Glenview was Brookdale’s fifth-largest shareholder at year-end and the largest hedge fund investor in the stock.