Edward O. Thorp

Edward O. Thorp is the author of the bestseller Beat the Dealer. It presented the first scientific system ever devised for a major casino gambling game and revolutionized the game of blackjack.

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Sam Hinkie

Sam Hinkie is the former General Manager of the Philadelphia 76ers. In 2013 Hinkie took over as the steward of the Philadelphia 76ers and repositioned the franchise’s future in just three seasons.

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Mark Leonard

Mark Leonard, founded Constellation Software in 1995. Since the company was first listed on the Toronto Stock Exchange in 2006, its stock has returned over 7,700 percent (35 percent CAGR).

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Sverre Bjerkeli

Over the past 15 years, Mr. Bjerkeli has established Protector Forsikring as the cost and quality leader in the Nordic non-life brokered market, while maintaining strict underwriting discipline.

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Robert Simon

Climb the family tree of any hedge fund manager and chances are you’ll find an old-school dealer—the classic capitalist who risks his own money to buy goods or commodities for his own account to sell later on.

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Harvey Sawikin

Harvey Sawikin co-founded Firebird Management in 1993 and today it is among the preeminent emerging and frontier-market focused hedge funds in the world, Harvey is also one of the most experienced investors in Russia.

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Matt Christensen

In 11 years of managing money, Matt Christensen has applied the same commitment and tenacity to investing that he brought to playing basketball at Duke University under coach Mike Krzyzewski.

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Alison Kay

Alison Kay of KIDS Capital invests primarily in high quality “compounders” run by great management teams. She is fundamentally driven, but combines this analysis with top- down thematic insights.

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Cliff Sosin

Cliff Sosin doesn’t shy away from making controversial investments and in the current environment, where obvious bargains have been picked over, he has continued to find great investments by constantly seeking to understand situations that, at first glance, seem problematic.

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Josh Wolfe

Josh co-founded Lux Capital to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time in order to lead us into a brighter future.

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Darren Maupin

Darren Maupin's Pilgrim Global has found an edge in seeking out perceived danger, focusing on situations where entire sectors or countries are dislocated, out of favor, and where price formation is irrational.

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Charlie Jobson

Since its 1999 launch, Charlie Jobson’s Delta Partners has invested in hundreds of companies around the world in a wide range of industries. Charlie, a first generation American, initially focused his stock picking efforts on U.S.-based equities

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Jason Stankowski

Jason Stankowski founded the Clayton Capital Appreciation Fund, LP in 2003. Jason, a self-taught investor, focuses on a profitable yet overlooked niche: investing in underperforming small cap companies with new, high-quality management teams.

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Desmond Kinch

In 1989, when he was just 26 years old, Desmond Kinch cobbled together $200,000 from friends and family to launch Overseas Asset Management (OAM). In the years since, OAM launched two internationally focused funds, and Desmond has grown the firm to more than $500 million in assets.

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Brian Klein

Brian Klein, cofounder of Steelhead Partners, hasn’t spoken publicly in more than 15 years. He decided to participate in the 2013 Santangel’s Investor Forum, in part, because he believes that Steelhead’s long/short strategy has one of the best reward-to-risk ratios since its inception.

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Madhav Bhatkuly

In 1999, at the age of 33,Madhav Bhatkuly was tapped to launch and run Arisaig Partners’ India Fund with $16 million of initial capital. Over the next six years, Arisaig’s bet on Madhav paid off handsomely as he steered the India Fund to one of the best records in India.

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Russell Redenbaugh

At the age of 16, Russell Redenbaugh was at home building an experimental rocket when it suddenly exploded in his hands. He lost all but four fingers and sight in both eyes.

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Geoffrey Batt

Until his junior year at Columbia University, Geoffrey Batt had no interest in financial markets. He was a philosophy major whose career goal was to become a professor. Then a chance encounter with a PhD student named Daniel Cloud changed everything.

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Paul Isaac

Despite being the nephew of the venerable Walter Schloss and steering his hedge fund, Arbiter Partners, to a 22 percent net annualized return since its 2001 inception, Paul Isaac remains little known to the investing world.

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Tom Claugus

One of the best track records in investment management of the last two decades almost didn’t happen. Tom Claugus, a chemical engineer by training, was content in his 17 years as an executive at Rohm and Haas and hoped to be CEO one day.

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Will Thorndike

Will Thorndike was 23 years old when he first read about Warren Buffett in John Train’s seminal work, Money Masters of Our Time, and took from that book a simple yet important insight that would shape the rest of his career.

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Josh Kaufman

Josh Kaufman picked an unconventional time to launch his value investing career: he started in Goldman Sachs’ Media and Telecom investment banking group at the peak of the dot-com & telecom bubbles.

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Joel Greenblatt

In 1995, Gotham Capital returned all of its limited partners’ capital closing the book on one of the best performing investment partnerships of its generation. Joel Greenblatt and his partner, Rob Goldstein, didn’t want out of the business; they just planned to invest their own money.

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Jane Siebels

Jane Siebels grew up on a working farm in the small town of Anamosa, Iowa, where she began taking soybean orders over the phone at age 5. This early experience in commodities trading propelled her rapid ascent in investing.

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Jamie Mai

Jamie Mai first caught the attention of the investing world when he was profiled in Michael Lewis’ The Big Short. By buying credit default swaps on CDOs prior to the 2008 financial crisis, Jamie’s firm, Cornwall Capital, made over 80 times its capital.

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Ian Jacobs

While a first-year student at Columbia Business School, Ian Jacobs, a former analyst at Goldman Sachs, did what many business school students often do: pen a letter to Warren Buffett.

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Jonathan Salinas

Jonathan Salinas founded Plymouth Lane Capital Management in 2013 after working at Marble Arch Investments and ZBI Equities. Jonathan focuses on behavioral inefficiencies and temporary dislocations in investor perception.

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Shayan Mozaffar

Shayan Mozaffar has an uncommon approach to investing, honed not only by his work experience, but also by his unique life story – having moved to the United States on his own from his native Pakistan at the age of 18 with only $1,000 to his name.

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Wayne Chambless

Growing up on his family farm in rural Georgia, Wayne Chambless developed an interest in investing at a young age when his grandfather explained how he would hedge against the vicissitudes of the commodity markets by buying and selling futures contracts.

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Bill Martin

In 1997, while a student at the University of Virginia, Bill Martin co-founded RagingBull.com, a financial website that went on to become popular during the dot-com era. After selling the site three years later, Bill began an equity research business.

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Stephen Duneier

Stephen Duneier has been studying behavioral biases for the last 25 years, successfully applying what he has learned to investing. Until 2014 he managed funds with as much as $1.25 billion in AUM and averaged annual returns over 20 percent.

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Sanjay Sen

When Sanjay Sen was 10 years old, his first investment was in special edition stamps commemorating the 1987 Halley’s Comet, hoping they would appreciate when the comet is poised to return in 2061.

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Shane Parrish

As an MBA student, Shane encountered the shortcomings of business school when a professor presented the solution to a case his class was reviewing. The solution fit the textbook perfectly, but it had obvious gaps that knowledge from other disciplines would have exposed.

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Jonathan Goodman

Jonathan Ross Goodman is the CEO and founder of Knight Therapeutics, a publicly traded specialty pharmaceutical company focused on under-served and tertiary markets.

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Steve Eisman

With over 20 years of investment experience, Steven Eisman is one of the most knowledgeable and respected analysts on Wall Street today. Eisman started his career at Oppenheimer & Co.

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Anuroop Duggal

Anuroop Duggal is a Partner at 3G Capital, a global asset management firm that manages hedge funds on the public side and owns / operates businesses on the private side, including Restaurant Brands International (Burger King & Tim Hortons) and the Kraft Heinz Company.

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Tony Deden

Tony Deden is the Chairman of the Executive Committee of Edelweiss Holdings, a Bermuda-based investment holding company that he first launched as a fund in 2002.

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Gary Claar

Gary was a founding partner of JANA Partners in 2001 and in 12 years of leadership he helped the firm build an outstanding track record investing in special situations and engaging as an activist investor.

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Bill Berkman

Few people know the communications sector better than Bill Berkman, co-managing partner at Associated Partners, LP. He has helped to pioneer some of its technology, for one—he is credited on more than 20 patents.

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Eli Samaha

Eli Samaha reads financial statements back to front instead of front to back. He relishes digging into fine print that most wouldn’t have the patience to read

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Connor Leonard

Connor Leonard is the Public Securities Manager at Investors Management Corporation (IMC), a privately owned North Carolina-based holding company that launched the Golden Corral restaurant brand in 1973.

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Jan Hummel

Jan Hummel has been investing since he was a teenager in Sweden, when he convinced his parents to let him participate in an industrial firm’s IPO on the Stockholm Stock Exchange.

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Michael Rapps

One of the first big decisions Michael Rapps made when launching his investing career was to grow a beard. He had just joined the family office of Geosam Capital, and though he already had several years of experience by that point

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Barbara Ann Bernard

Barbara Ann Bernard, the founder of Wincrest Capital, has a passion for investing that goes back to her days growing up in The Bahamas. It was there that a 15-year-old Barbara Ann persuaded legendary value investor Sir John Templeton to take her on board.

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Adam Rodman

Timing is everything for a contrarian like Adam Rodman, the founder and portfolio manager of global opportunistic hedge fund Segra Capital Management. It takes a special mixture of skepticism, intuition, and discipline.

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Grant Bowman

Not many 25-year-olds on Wall Street show up to work one day with a Super Bowl ring on their finger. 2019 Forum presenter Grant Bowman did just that—and it was only the beginning of his career.

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David Zorub

The last two decades have been a golden age for alternatives, with the industry becoming more organized, more professional, and much, much larger. But the irony of this increasing institutionalization is that it has made generating returns more challenging.

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Chris Yetter

3G Capital has become famous in the finance world, with hundreds of headlines touting, among other things, its iconic deals involving iconic brands, and the repeated application of a particular private-equity playbook.

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Nathaniel Storch

In 2015 Nathaniel Storch was an experienced investment analyst researching a potential investment, when his due diligence led him to a leading academic expert in “text mining”—the automated analysis of complex documents, narrative content, and unstructured data.

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Past Speakers

Edward O. Thorp

Edward O. Thorp is the author of the bestseller Beat the Dealer. It presented the first scientific system ever devised for a major casino gambling game and revolutionized the game of blackjack.

Read More >>

Sam Hinkie

Sam Hinkie is the former General Manager of the Philadelphia 76ers. In 2013 Hinkie took over as the steward of the Philadelphia 76ers and repositioned the franchise’s future in just three seasons.

Read More >>

Harvey Sawikin

Harvey Sawikin co-founded Firebird Management in 1993 and today it is among the preeminent emerging and frontier-market focused hedge funds in the world, Harvey is also one of the most experienced investors in Russia.

Read More >>

Matt Christensen

In 11 years of managing money, Matt Christensen has applied the same commitment and tenacity to investing that he brought to playing basketball at Duke University under coach Mike Krzyzewski.

Read More >>

Cliff Sosin

Cliff Sosin doesn’t shy away from making controversial investments and in the current environment, where obvious bargains have been picked over, he has continued to find great investments by constantly seeking to understand situations that, at first glance, seem problematic.

Read More >>

Josh Wolfe

Josh co-founded Lux Capital to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time in order to lead us into a brighter future.

Read More >>

Darren Maupin

Darren Maupin's Pilgrim Global has found an edge in seeking out perceived danger, focusing on situations where entire sectors or countries are dislocated, out of favor, and where price formation is irrational.

Read More >>

Will Thorndike

Will Thorndike was 23 years old when he first read about Warren Buffett in John Train’s seminal work, Money Masters of Our Time, and took from that book a simple yet important insight that would shape the rest of his career.

Read More >>

Joel Greenblatt

In 1995, Gotham Capital returned all of its limited partners’ capital closing the book on one of the best performing investment partnerships of its generation. Joel Greenblatt and his partner, Rob Goldstein, didn’t want out of the business; they just planned to invest their own money.

Read More >>

Jane Siebels

Jane Siebels grew up on a working farm in the small town of Anamosa, Iowa, where she began taking soybean orders over the phone at age 5. This early experience in commodities trading propelled her rapid ascent in investing.

Read More >>