SohnX San Francisco Investment Conference
Thank you to all of our speakers, sponsors and attendees for making the 12th Annual SohnX San Francisco Investment Conference another great success. Thanks to our current and past sponsors, speakers and attendees, we have raised over $2,000,000 to support organizations focused on improving educational opportunities and life outcomes for underserved youth in the Bay Area. We are grateful to our speakers for generously sharing their time to speak at the SohnX San Francisco Investment Conference.
For more information about getting involved with the Sohn San Francisco Investment Conference please contact us at info@excellencesf.org.
NEXT WAVE SAN FRANCISCO
Sponsored by:
NEXT WAVE SAN FRANCISCO WELCOME
Opening Remarks: Peter Lardner, President, Excellence in Investment in Children’s Causes Foundation and introduction of Board
Peter Lardner, President, Excellence in Investment in Children’s Causes Foundation
Pete manages the West Coast Prime Brokerage business for Goldman Sachs and has been a relationship manager for West Coast hedge funds since moving to the San Francisco office in 2004. Pete joined Goldman Sachs in London in 2000 and worked in both equity and derivative sales. He was named managing director in 2011. Prior to joining the firm, Pete was a financial correspondent for Reuters news agency in London and Tokyo. He serves as president for the Excellence in Investing for Children’s Causes Foundation, the West Coast affiliate of the Sohn Conference Foundation. Pete earned a BA from Dartmouth College and an MBA from London Business School. He is a CFA charterholder.
SHAWN BADLANI
Founder and Chief Investment Officer,
Honest Capital
Shawn Badlani, Founder and Chief Investment Officer, Honest Capital
Shawn Badlani is the Founder and Chief Investment Officer of Honest Capital, a concentrated, long-term, long-biased investor in high quality North American small and mid-cap public equities. Before founding Honest, Mr. Badlani spent nine and a half years as a Partner and Co-Portfolio Manager at Marcato Capital Management, a mid-cap, concentrated, value-focused activist hedge fund based in San Francisco, with $3 billion of assets under management at its peak. At Marcato, Mr. Badlani was the first employee hired by the founder of the firm, and helped build the organization, including helping hire and manage a team of more than 20 employees. He identified and led many activist and passive investments for Marcato’s flagship fund. He was also the Co-Portfolio Manager of the Marcato Encore Fund (a dedicated small-cap fund). Prior to joining Marcato, he was an investment analyst at Canyon Capital Advisors, a multi-strategy, credit-focused, value hedge fund based in Los Angeles, with ~$10 billion of assets under management at the time. Prior to Canyon, he was an investment banking analyst in the mergers & acquisitions advisory practice of The Blackstone Group. Mr. Badlani received an MBA from Harvard Business School (2010) and an AB in economics, cum laude, from Harvard College (2004).
LOUIS CHANG
Founder and Managing Partner, Gavilan Investment Partners
Louis Chang, Founder and Managing Partner, Gavilan Investment Partners
DEEPAK SARPANGAL
Founder and Managing Partner, Repertoire Partners
Deepak Sarpangal, Founder and Managing Partner, Repertoire Partners
Before founding a predecessor of Repertoire (Sarpa Holdings LLC), Mr. Sarpangal was a Partner at Marcato Capital Management, which he joined at its inception. Previously, Mr. Sarpangal was a Principal and Consultant for Capricorn Investment Group, and investment professional with Farallon Capital Management and Goldman Sachs’ Principal Investment Area, where he also served as a portfolio company Board Observer. He began his career at Goldman Sachs as an analyst in the High Technology Group of the Investment Banking Division.
Mr. Sarpangal’s 20+ years of investment experience has spanned fundamental equities (long/short, arbitrage, event-driven, shareholder activism), principled (socially responsible) management, corporate credit (public and private), and private equity across industries. Primarily based in North America, he has also worked in Europe and Asia, and is a governing board trustee of the Burlingame School District.
Mr. Sarpangal received an MBA from the Stanford Graduate School of Business, MA from the Stanford Graduate School of Education, and BA in Molecular and Cell Biology from the University of California, Berkeley, where he was a Regents’ Scholar.
NEXT WAVE SAN FRANCISCO WELCOME
Opening Remarks: Peter Lardner, President, Excellence in Investment in Children’s Causes Foundation and introduction of Board
Biography
Pete manages the West Coast Prime Brokerage business for Goldman Sachs and has been a relationship manager for West Coast hedge funds since moving to the San Francisco office in 2004. Pete joined Goldman Sachs in London in 2000 and worked in both equity and derivative sales. He was named managing director in 2011. Prior to joining the firm, Pete was a financial correspondent for Reuters news agency in London and Tokyo. He serves as president for the Excellence in Investing for Children’s Causes Foundation, the West Coast affiliate of the Sohn Conference Foundation. Pete earned a BA from Dartmouth College and an MBA from London Business School. He is a CFA charterholder.
SHAWN BADLANI
Founder and Chief Investment Officer, Honest Capital
Biography
Shawn Badlani is the Founder and Chief Investment Officer of Honest Capital, a concentrated, long-term, long-biased investor in high quality North American small and mid-cap public equities. Before founding Honest, Mr. Badlani spent nine and a half years as a Partner and Co-Portfolio Manager at Marcato Capital Management, a mid-cap, concentrated, value-focused activist hedge fund based in San Francisco, with $3 billion of assets under management at its peak. At Marcato, Mr. Badlani was the first employee hired by the founder of the firm, and helped build the organization, including helping hire and manage a team of more than 20 employees. He identified and led many activist and passive investments for Marcato’s flagship fund. He was also the Co-Portfolio Manager of the Marcato Encore Fund (a dedicated small-cap fund). Prior to joining Marcato, he was an investment analyst at Canyon Capital Advisors, a multi-strategy, credit-focused, value hedge fund based in Los Angeles, with ~$10 billion of assets under management at the time. Prior to Canyon, he was an investment banking analyst in the mergers & acquisitions advisory practice of The Blackstone Group. Mr. Badlani received an MBA from Harvard Business School (2010) and an AB in economics, cum laude, from Harvard College (2004).
LOUIS CHANG
Founder and Managing Partner, Gavilan Investment Partners
Biography
DEEPAK SARPANGAL
Founder and Managing Partner, Repertoire Partners
Biography
Before founding a predecessor of Repertoire (Sarpa Holdings LLC), Mr. Sarpangal was a Partner at Marcato Capital Management, which he joined at its inception. Previously, Mr. Sarpangal was a Principal and Consultant for Capricorn Investment Group, and investment professional with Farallon Capital Management and Goldman Sachs’ Principal Investment Area, where he also served as a portfolio company Board Observer. He began his career at Goldman Sachs as an analyst in the High Technology Group of the Investment Banking Division.
Mr. Sarpangal’s 20+ years of investment experience has spanned fundamental equities (long/short, arbitrage, event-driven, shareholder activism), principled (socially responsible) management, corporate credit (public and private), and private equity across industries. Primarily based in North America, he has also worked in Europe and Asia, and is a governing board trustee of the Burlingame School District.
Mr. Sarpangal received an MBA from the Stanford Graduate School of Business, MA from the Stanford Graduate School of Education, and BA in Molecular and Cell Biology from the University of California, Berkeley, where he was a Regents’ Scholar.
SOHN SAN FRANCISCO INVESTMENT CONFERENCE
SOHNX SAN FRANCISCO WELCOME
Opening Remarks, Seth Blackman, Excellence in Investment in Children’s Causes Foundation
Seth Blackman, Excellence in Investment in Children’s Causes Foundation
Seth is a partner based in KPMG’s San Francisco office and serves as the Bay Area’s Asset Management Practice Leader. In his role, Seth is responsible for leading the firm’s hedge fund, venture capital, private equity, and real estate sectors in the Bay Area. Seth works with both domestic and international clients within the alternative investment sector, including fund of funds. He has extensive experience with various investment products, strategies and structures where he provides clients with key considerations and best practices. Seth is an audit partner and member of the firm’s national leadership committee contributing to the growth and development of its asset management practice.
SOHNX SAN FRANCISCO WELCOME
Opening Remarks, Seth Blackman, Excellence in Investment in Children’s Causes Foundation
Biography
Seth is a partner based in KPMG’s San Francisco office and serves as the Bay Area’s Asset Management Practice Leader. In his role, Seth is responsible for leading the firm’s hedge fund, venture capital, private equity, and real estate sectors in the Bay Area. Seth works with both domestic and international clients within the alternative investment sector, including fund of funds. He has extensive experience with various investment products, strategies and structures where he provides clients with key considerations and best practices. Seth is an audit partner and member of the firm’s national leadership committee contributing to the growth and development of its asset management practice.
MUNIR ALAM
CIO, Sentinel Dome Partners, LLC
Munir Alam, CIO, Sentinel Dome Partners, LLC
ALEX GLESER
Founder & Portfolio Manager, TPG Public Equity Partners
Alex Gleser, Founder & Portfolio Manager, TPG Public Equity Partners
Alex is the founder and Portfolio Manager of TPG Public Equity Partners. Prior to TPEP, Alex was a partner with Conatus Capital, an equity long/short hedge fund from 2011 to 2013 and a principal with Sageview Capital from 2007 to 2011. Prior to his four years with Sageview, Alex worked as an associate within TPG’s private equity group and began his career as an analyst in Goldman Sachs’ Investment Banking Division. Alex received an M.B.A. from the Harvard School of Business and graduated Summa Cum Laude from The Wharton School at the University of Pennsylvania.
GLEN KACHER
Founder & CIO, Light Street Capital
Glen Kacher - Founder & CIO, Light Street Capital
Prior to forming Light Street, Glen joined Integral Capital Partners as a Principal in 1998 and served as a Managing Director from 2000-2010. Integral was one of the first crossover funds investing in both the public and private companies. Glen’s areas of investment focus at Integral included software, Internet, eCommerce, mobile hardware, PC hardware, security software, and networking. Glen led or co-led 46 of Integral’s venture investments during his tenure, including Agile Software, Arcsight, Epiphany, Extensity, Fortify Software, Interwoven, LogMeIn, OpenTable, and Overture/Goto.com.
Prior to joining Integral, Glen worked at Tiger Management in New York City from 1993 to 1996 as a full-time research analyst and from 1996 to 1997 as a part-time consultant while attending business school. At Tiger, Glen focused on investments in the software, video game, PC hardware, Internet, and networking industry sectors.
Glen holds an MBA from Stanford University’s Graduate School of Business, 1998, and a B.S. in Commerce with Distinction from the University of Virginia’s McIntire School of Commerce, 1993.
Glen is married to Amy Wardwell Kacher and they have three children. Glen and his kids are avid fans of the 49ers, Giants, Sharks, Warriors, and Stanford Football. Glen and Amy live with their family in Palo Alto, California.
MUNIR ALAM
CIO, Sentinel Dome Partners, LLC
Biography
ALEX GLESER
Portfolio Manager, TPG Public Equity Partners
Biography
GLEN KACHER
Founder & CIO, Light Street Capital
Biography
Prior to forming Light Street, Glen joined Integral Capital Partners as a Principal in 1998 and served as a Managing Director from 2000-2010. Integral was one of the first crossover funds investing in both the public and private companies. Glen’s areas of investment focus at Integral included software, Internet, eCommerce, mobile hardware, PC hardware, security software, and networking. Glen led or co-led 46 of Integral’s venture investments during his tenure, including Agile Software, Arcsight, Epiphany, Extensity, Fortify Software, Interwoven, LogMeIn, OpenTable, and Overture/Goto.com.
Prior to joining Integral, Glen worked at Tiger Management in New York City from 1993 to 1996 as a full-time research analyst and from 1996 to 1997 as a part-time consultant while attending business school. At Tiger, Glen focused on investments in the software, video game, PC hardware, Internet, and networking industry sectors.
Glen holds an MBA from Stanford University’s Graduate School of Business, 1998, and a B.S. in Commerce with Distinction from the University of Virginia’s McIntire School of Commerce, 1993.
Glen is married to Amy Wardwell Kacher and they have three children. Glen and his kids are avid fans of the 49ers, Giants, Sharks, Warriors, and Stanford Football. Glen and Amy live with their family in Palo Alto, California.
BENEFICIARY PRESENTATION
Julia Moore, Treasurer, Excellence in Investing in Children’s Causes Foundation
Biography
Julia Moore is a Partner at Breakout Ventures in San Francisco and invests at the intersections of technology, biology and chemistry. Julia and her two partners previously built and continue to run Breakout Labs, a seed-stage fund within Peter Thiel’s foundation. Julia has spent her career as an investor and operator, navigating the translation of new technology to customer adoption and scale. She has taken multiple companies from founding through IPO or M&A. Earlier in her career she was a venture investor with Kearny Venture Partners, a public investment research analyst at Thomas Weisel Partners, the head of business development and strategy at TriVascular (NASDAQ: TRIV; acquired) and built an institute at Stanford University. She is a graduate of the University of Virginia, with degrees in Finance (McIntire School of Commerce) and Bioethics. Julia is also a Kauffman Fellow.
RAM PARAMESWARAN
Founder & CIO, Octahedron Capital
Biography
Ram has a MBA from the University of Chicago Booth School of Business and a M.S. in Electrical Engineering from Virginia Tech.
BENEFICIARY PRESENTATION
Julia Moore, Treasurer, Excellence in Investing in Children’s Causes Foundation
Julia Moore, Treasurer, Excellence in Investing in Children's Causes Foundation
Julia Moore is a Partner at Breakout Ventures in San Francisco and invests at the intersections of technology, biology and chemistry. Julia and her two partners previously built and continue to run Breakout Labs, a seed-stage fund within Peter Thiel’s foundation. Julia has spent her career as an investor and operator, navigating the translation of new technology to customer adoption and scale. She has taken multiple companies from founding through IPO or M&A. Earlier in her career she was a venture investor with Kearny Venture Partners, a public investment research analyst at Thomas Weisel Partners, the head of business development and strategy at TriVascular (NASDAQ: TRIV; acquired) and built an institute at Stanford University. She is a graduate of the University of Virginia, with degrees in Finance (McIntire School of Commerce) and Bioethics. Julia is also a Kauffman Fellow.
GIL SIMON
Chief Investment Officer & Managing Partner, SoMa Equity Partners
Biography
RAM PARAMESWARAN
Founder & CIO, Octahedron Capital
Ram Parameswaran - Founder & CIO, Octahedron Capital
Ram Parameswaran is the founder of Octahedron Capital. Prior to Octahedron, Ram was a partner and portfolio manager at Altimeter Capital, where he led the firm’s investments in internet and payments, across both the hedge fund and growth funds.
Ram has a MBA from the University of Chicago Booth School of Business and a M.S. in Electrical Engineering from Virginia Tech.
GIL SIMON
Chief Investment Officer & Managing Partner, SoMa Equity Partners
Gil Simon - Chief Investment Officer & Managing Partner, SoMa Equity Partners
A FIRESIDE CONVERSATION WITH LEE S. AINSLIE III AND AMELLIA MARTYN-HEMPHILL
– Lee S. Ainslie III, Managing Partner, Maverick Capital – Amelia Martyn-Hemphill, Content Producer & On-Air Correspondent, Prometheus
Biographies
Fireside Chat with
Lee S. Ainslie III,
Managing Partner, Maverick Capital
Lee S. Ainslie III, Managing Partner, Maverick Capital – Before founding Maverick in 1993,
Mr. Ainslie was a Managing Director of Tiger Management. Mr. Ainslie serves on the boards of the Robin Hood Foundation, the Partnership for New York City, the Economic Club of New York, the New York-Presbyterian Hospital, and the Episcopal High School in Alexandria, Virginia. Mr. Ainslie received a B.S. in Systems Engineering from the University of Virginia (Westmoreland Davis Scholar and Thomas Pinckney Bryan Jr. Scholar) and an M.B.A. from the University of North Carolina (Beta Gamma Sigma). Mr. Ainslie and his wife, Elizabeth, have two sons.
In Conversation with:
Amelia Martyn-Hemphill,
Content Producer & On-Air Correspondent , Prometheus
Amelia Hemphill is a Correspondent and Podcast Host for Prometheus Alternative Investments, bringing Wall Street insights to Main Street investors. As a journalist, filmmaker and TV presenter she has travelled the world reporting for BBC News, BBC World and BBC World Service reporting on technology, business and innovation and working for a number of award winning teams including #100Women, World News and BBC Trending. Amelia presented the BBC World Service radio show ‘People Fixing the World,’ and creates long and short form documentaries that are regularly featured across TV, radio, digital and social platforms.
Prior to joining Prometheus Alts, Amelia worked for Bloomberg TV in New York and was the tech and innovation correspondent for Jim Cramer’s TheStreet.com. She covered the start-up scene in New York’s ‘Silicon Alley’ and frequently reported from the New York Stock Exchange. She has reported for multiple publications including: The Atlantic, Newsweek, Mail +, Deutsche Welle, USA TODAY, The Huffington Post and Courier magazine.
Amelia is a graduate of Oxford University and Columbia Journalism School.
A FIRESIDE CONVERSATION WITH LEE S. AINSLIE III AND AMELLIA MARTYN-HEMPHILL
– Lee S. Ainslie III, Managing Partner, Maverick Capital – Amelia Martyn-Hemphill, Content Producer & On-Air Correspondent , Prometheus
Biography
Fireside Chat with
Lee S. Ainslie III,
Managing Partner, Maverick Capital
Lee S. Ainslie III, Managing Partner, Maverick Capital – Before founding Maverick in 1993,
Mr. Ainslie was a Managing Director of Tiger Management. Mr. Ainslie serves on the boards of the Robin Hood Foundation, the Partnership for New York City, the Economic Club of New York, the New York-Presbyterian Hospital, and the Episcopal High School in Alexandria, Virginia. Mr. Ainslie received a B.S. in Systems Engineering from the University of Virginia (Westmoreland Davis Scholar and Thomas Pinckney Bryan Jr. Scholar) and an M.B.A. from the University of North Carolina (Beta Gamma Sigma). Mr. Ainslie and his wife, Elizabeth, have two sons.
In Conversation with:
Amelia Martyn-Hemphill,
Content Producer & On-Air Correspondent , Prometheus
Amelia Hemphill is a Correspondent and Podcast Host for Prometheus Alternative Investments, bringing Wall Street insights to Main Street investors. As a journalist, filmmaker and TV presenter she has travelled the world reporting for BBC News, BBC World and BBC World Service reporting on technology, business and innovation and working for a number of award winning teams including #100Women, World News and BBC Trending. Amelia presented the BBC World Service radio show ‘People Fixing the World,’ and creates long and short form documentaries that are regularly featured across TV, radio, digital and social platforms.
Prior to joining Prometheus Alts, Amelia worked for Bloomberg TV in New York and was the tech and innovation correspondent for Jim Cramer’s TheStreet.com. She covered the start-up scene in New York’s ‘Silicon Alley’ and frequently reported from the New York Stock Exchange. She has reported for multiple publications including: The Atlantic, Newsweek, Mail +, Deutsche Welle, USA TODAY, The Huffington Post and Courier magazine.
Amelia is a graduate of Oxford University and Columbia Journalism School.
SOHNX SAN FRANCISCO CLOSING REMARKS
Seth Blackman, Excellence in Investment in Children’s Causes Foundation
Seth Blackman, Excellence in Investment in Children’s Causes Foundation
Seth is a partner based in KPMG’s San Francisco office and serves as the Bay Area’s Asset Management Practice Leader. In his role, Seth is responsible for leading the firm’s hedge fund, venture capital, private equity, and real estate sectors in the Bay Area. Seth works with both domestic and international clients within the alternative investment sector, including fund of funds. He has extensive experience with various investment products, strategies and structures where he provides clients with key considerations and best practices. Seth is an audit partner and member of the firm’s national leadership committee contributing to the growth and development of its asset management practice.
SOHNX SAN FRANCISCO CLOSING REMARKS
Seth Blackman, Excellence in Investment in Children’s Causes Foundation
Biography
Seth is a partner based in KPMG’s San Francisco office and serves as the Bay Area’s Asset Management Practice Leader. In his role, Seth is responsible for leading the firm’s hedge fund, venture capital, private equity, and real estate sectors in the Bay Area. Seth works with both domestic and international clients within the alternative investment sector, including fund of funds. He has extensive experience with various investment products, strategies and structures where he provides clients with key considerations and best practices. Seth is an audit partner and member of the firm’s national leadership committee contributing to the growth and development of its asset management practice.
Thank You to Our 2021 Sponsors
LEADERSHIP SPONSORS
NEXT WAVE SPONSOR
BENEFACTOR SPONSOR
PATRON SPONSORS
SUPPORTING SPONSORS
BNP Paribas
Sentinel Dome Partners
TPG Public Equity Partners
AFFILIATE SPONSOR
Bailard Foundation
Citi
HC Global
Morgan Stanley
Systematic Active Equity | BlackRock
Think Investments
PROMOTIONAL PARTNER
MEDIA PARTNER
Over $2 Million Raised
to support Bay Area organizations focused on improving educational opportunities and life outcomes for underserved youth.
