SohnX Conference 2022


The Bay Area financial community is proud to unite to help improve life outcomes for underserved youth.

We look forward to coming together again this year on

Wednesday, October 19, 2022
2:00 – 5:00 PM PST

REGISTER NOW

SohnX San Francisco Investment Conference

Please Join us on Wednesday, October 19, 2022 for the 13th Annual SohnX San Francisco Investment Conference.

The Sohn San Francisco Investment Conference, run by the Excellence in Investing Foundation, has raised more than $2 million in support of underserved youth in the Bay Area, thanks to the leading portfolio managers who have so generously shared their time and investment ideas.

This year’s funding recipients, Bridge the Gap College Prep in Marin City, 826 Valencia in San Francisco and Community Education Partnerships in Oakland continue to work hard in challenging and changing environments. We applaud their mission of providing education and support to the children in our most challenged communities. With your help, we can continue to support them to the greatest extent possible.

We will again be virtual this year, given the uncertainty around full-scale conferences, but we are excited to announce an exclusive in-person “watch party” in San Francisco so that sponsors can gather as a community. Thank you for your continued support, and we’re excited to once again come together to invest in Bay Area youth and hear best ideas from world-class investment managers.

Sponsorships and tickets are currently available. We look forward connecting in October!

Download our Sponsorship Packet for exclusive Benefits

SOHN SAN FRANCISCO INVESTMENT CONFERENCE SPEAKERS

Lindsay Costigan

SOHNX SAN FRANCISCO WELCOME

Opening Remarks, Lindsay Costigan, Excellence in Investment in Children’s Causes Foundation

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Excellence In Investing - Logo
LEARN MORE ABOUT OUR BENEFICIARIES

SOHNX SAN FRANCISCO WELCOME

Opening Remarks, Lindsay Costigan, Excellence in Investment in Children’s Causes Foundation

Excellence In Investing - Logo
Lindsay Costigan
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NEXT WAVE SAN FRANCISCO

Sponsored by:

BTIG logo

NEXT WAVE OPEN REMARKS

Matthew Partain, Head of Prime Brokerage Sales, BTIG

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BTIG logo

NEXT WAVE OPEN REMARKS

Matthew Partain, Head of Prime Brokerage Sales, BTIG

BTIG logo
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Scott Green

SCOTT GREEN
Managing Partner, 8 Knots Fund

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SCOTT GREEN
Managing Partner, 8 Knots Fund

Scott Green
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Brian D. Pirie

BRIAN D. PIRIE
Founder and CIO, Reade Street Capital

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BRIAN D. PIRIE
Founder and CIO, Reade Street Capital

Brian D. Pirie
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William Zolezzi

WILLIAM ZOLEZZI
Chief Investment Officer, Divisadero Street Capital

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Divisadero Street Capital

WILLIAM ZOLEZZI
Chief Investment Officer, Divisadero Street Capital

Divisadero Street Capital
William Zolezzi
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SOHN SAN FRANCISCO INVESTMENT CONFERENCE

Seth Blackman

SOHNX SAN FRANCISCO CONFERENCE REMARKS

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

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SOHNX SAN FRANCISCO CONFERENCE REMARKS

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

Excellence In Investing - Logo
Seth Blackman
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ADAM KATZ
Co-Founder, CIO, Irenic Capital Management L.P.

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Irenic Capital Management

ADAM KATZ
Co-Founder, CIO, Irenic Capital Management L.P.

Irenic Capital Management
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MUNIR ALAM
CIO, Sentinel Dome Partners, LLC

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MUNIR ALAM
CIO, Sentinel Dome Partners, LLC

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SAMARA COHEN
Managing Director, Chief Investment Officer of ETF and Index investments (EII) at BlackRock

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SAMARA COHEN
Managing Director, Chief Investment Officer of ETF and Index investments (EII) at BlackRock

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Lindsay Costigan

BENEFICIARY PRESENTATION
Lindsay Costigan, Excellence in Investing in Children’s Causes Foundation

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Excellence In Investing - Logo
LEARN MORE ABOUT OUR BENEFICIARIES

BENEFICIARY PRESENTATION
Lindsay Costigan, Excellence in Investing in Children’s Causes Foundation

Excellence In Investing - Logo
LEARN MORE ABOUT OUR BENEFICIARIES
Lindsay Costigan
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Gill Simon

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

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Soma Equity Partners

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

Soma Equity Partners
Gill Simon
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DAN MOREHEAD
Chief Executive Officer and Co-Chief Investment Officer, Pantera Capital

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DAN MOREHEAD
Chief Executive Officer and Co-Chief Investment Officer, Pantera Capital

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FRANKLIN PARLAMIS
Portfolio Manager and CIO, Aequim Alternative Investments

Aequim Alternative Investments Logo
Franklin Parlamis
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Franklin Parlamis

FRANKLIN PARLAMIS
Portfolio Manager and CIO, Aequim Alternative Investments

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Aequim Alternative Investments Logo

DEEPAK SARPANGAL
Founder and Senior Managing Partner, Repertoire Partners

Repertoire Partners
Deepak Sarpangal
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Deepak Sarpangal

DEEPAK SARPANGAL
Founder and Senior Managing Partner, Repertoire Partners

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Repertoire Partners
Leslie Picker

A FIRESIDE CONVERSATION WITH SAIRA MALIK AND LESLIE PICKER
Saira Malik, Chief Investment Officer, Nuveen – Leslie Picker, CNBC Finance and Investing Reporter

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CNBC

A FIRESIDE CONVERSATION WITH SAIRA MALIK AND LESLIE PICKER
Saira Malik, Chief Investment Officer, Nuveen – Leslie Picker, CNBC Finance and Investing Reporter

CNBC
Leslie Picker
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Peter Lardner

CLOSING REMARKS

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

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NEXT WAVE 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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Thank You to Our 2022 Sponsors

Over $2 Million Raised

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

Make a Contribution Today!

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