SohnX San Francisco Conference

Sohn San Francisco Investment Conference

Thanks to you, the 11th Annual Sohn San Francisco Investment Conference was a great success and raised more than $200,000 for children’s causes! The Bay Area financial community is proud to unite to help improve life outcomes for underserved youth. We invite you to join us to learn more about these important community organizations and support them in their mission. We look forward to coming together again next year on October 2021!

NEXT WAVE SAN FRANCISCO

Sponsored by:

BTIG logo

1:15 PM Pacific

Peter Lardner

NEXT WAVE SAN FRANCISCO WELCOME

Opening Remarks: Peter Lardner, President, Excellence in Investment in Children’s Causes Foundation and introduction of Board

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Excellence In Investing - Logo
LEARN MORE ABOUT OUR BENEFICIARIES

1:15 PM Pacific

NEXT WAVE SAN FRANCISCO WELCOME

Opening Remarks: Peter Lardner, President, Excellence in Investment in Children’s Causes Foundation and introduction of Board

Peter Lardner
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Excellence In Investing - Logo

1:20 PM Pacific

Scott Chan

SCOTT CHAN
Deputy Chief Investment Officer
CalSTRS

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CalsTrs

1:20 PM Pacific

SCOTT CHAN
Deputy Chief Investment Officer
CalSTRS

CalsTrs
Scott Chan
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1:30 PM Pacific

Raja Moorthy

RAJA (RAJ) MOORTHY
Co-Founder & Managing Partner,
Advantage Alpha Capital Partners

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Advantage Alpha Capital Partners

1:30 PM Pacific

RAJA (RAJ) MOORTHY
Co-Founder & Managing Partner,
Advantage Alpha Capital Partners

Advantage Alpha Capital Partners
Raja Moorthy
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1:40 PM Pacific

Grace Reyes

GRACE REYES
CEO,
The Investment Diversity Exchange (TIDE)

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The Investment Diversity Exchange

1:40 PM Pacific

GRACE REYES
CEO,
The Investment Diversity Exchange (TIDE)

The Investment Diversity Exchange
Grace Reyes
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1:50 PM Pacific

Jay Kahn

JAY KAHN
Founder and Managing Partner,
Flight Deck Capital

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Flight Deck Capital

1:50 PM Pacific

JAY KAHN
Founder and Managing Partner,
Flight Deck Capital

Flight Deck Capital
Jay Kahn
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SOHN SAN FRANCISCO INVESTMENT CONFERENCE

2:00 PM Pacific

Peter Lardner

SOHNX SAN FRANCISCO WELCOME

Opening Remarks: Peter Lardner, President, Excellence in Investment in Children’s Causes Foundation and introduction of Board

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Excellence In Investing - Logo
LEARN MORE ABOUT OUR BENEFICIARIES

2:00 PM Pacific

SOHNX SAN FRANCISCO WELCOME

Opening Remarks: Peter Lardner, President, Excellence in Investment in Children’s Causes Foundation and introduction of Board

Excellence In Investing - Logo
Peter Lardner
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2:06 PM Pacific

Gill Simon

GIL SIMON
Chief Investment Officer & Managing Partner, SoMa Equity Partners

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Soma Equity Partners

2:06 PM Pacific

GIL SIMON
Chief Investment Officer & Managing Partner, SoMa Equity Partners

Soma Equity Partners
Gill Simon
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2:19 PM Pacific

Jeff Osher

JEFF OSHER
Portfolio Manager, No Street Capital

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No Street Capital

2:19 PM Pacific

JEFF OSHER
Portfolio Manager, No Street Capital

No Street Capital
Jeff Osher
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2:32 PM Pacific

Jeff Shen

JEFF SHEN PhD
Managing Director, Co-CIO of
Active Equity and Co-Head of Systematic Active Equity, BlackRock

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BlackRock

2:32 PM Pacific

JEFF SHEN PhD
Managing Director, Co-CIO of
Active Equity and Co-Head of Systematic Active Equity, BlackRock

BlackRock
Jeff Shen
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2:43 PM Pacific

Julia Moore

BENEFICIARY PRESENTATION
Julia Moore, Treasurer, Excellence in Investing in Children’s Causes Foundation

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2:43 PM Pacific

BENEFICIARY PRESENTATION
Julia Moore, Treasurer, Excellence in Investing in Children’s Causes Foundation

Excellence In Investing - Logo
Julia Moore
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2:51 PM Pacific

Glen Kacher

GLEN KACHER
Founder & CIO, Light Street Capital

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Light Street Capital

2:51 PM Pacific

GLEN KACHER
Founder & CIO, Light Street Capital

Light Street Capital
Glen Kacher
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3:05 PM Pacific

Howard Marks
David Villa

A FIRESIDE CONVERSATION WITH HOWARD MARKS AND DAVID VILLA
– Howard Marks, CFA, Co-Chairman Oaktree – David Villa, Executive Director/Chief Investment Officer, State of Wisconsin Investment Board

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Oaktree Capital
SWIB

3:05 PM Pacific

A FIRESIDE CONVERSATION WITH HOWARD MARKS AND DAVID VILLA
– Howard Marks, CFA, Co-Chairman Oaktree – David Villa, Executive Director/Chief Investment Officer, State of Wisconsin Investment Board

Oaktree Capital
SWIB
Howard Marks
David Villa
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3:15 PM Pacific

Josh Friedman

JOSH FRIEDMAN
Co-Founder, Co-Chairman and Co-Chief Executive Officer, Canyon Partners, LLC

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Canyon Partners

3:38 PM Pacific

JOSH FRIEDMAN
Co-Founder, Co-Chairman and Co-Chief Executive Officer, Canyon Partners, LLC

Canyon Partners
Josh Friedman
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3:25 PM Pacific

Seth Blackman

SOHNX SAN FRANCISCO CLOSING REMARKS

Seth Blackman, Excellence in Investment in Children’s Causes Foundation

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3:50 PM Pacific

SOHNX SAN FRANCISCO CLOSING REMARKS

Seth Blackman, Excellence in Investment in Children’s Causes Foundation

Excellence In Investing - Logo
Seth Blackman
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Thank You to Our 2020 Sponsors

 

NEXT WAVE SPONSOR

BTIG logo

LEADERSHIP SPONSOR

Soma Equity Partners
Light Street Capital

PATRON SPONSORS

Goldman Sachs
Lindsay Costigan and Anonymous
KPMG

PATRON SPONSORS

Abacus Group
Atalaya Capital Management
Bank of America
Blackrock
Canyon Partners LLC
Citi
Kingsford Capital Management, LLC
Morgan Stanley
Route One Partners
TPG Global, LLC

MEDIA PARTNER

CNBC
The Investment Diversity Exchange

Over $1.7 Million Raised

to support Bay Area organizations focused on improving educational opportunities and life outcomes for underserved youth.

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