The 2022 Sohn Investment Conference in Partnership with CNBC

Thank you for your support of The Arc Institute!

 

All proceeds from the 2022 Conference, held virtually, supported The Arc Institute.

Arc is a nonprofit research organization founded on the belief that many important scientific programs can be enabled by new organizational models. Operating in partnership with Stanford University, UCSF, and UC Berkeley, Arc aims to conduct research in a new way by developing new technologies to advance therapeutic concepts, to accelerate scientific progress, and to understand and study the root causes of complex diseases including cancer, neurodegeneration, and immune dysfunction.

Fundamentally, Arc gives science back to the scientists. This organization provides no-strings-attached, multi-year funding to biomedical investigators to study what they find most vital so that scientists don’t have to apply for external grants, and invests in the rapid development of experimental and computational technological tools.

 2022 Speakers

Investment Presentations

 
 

Mala Gaonkar
Founder
SurgoCap Partners

Mala Gaonkar

Mala Gaonkar

Founder
SurgoCap Partners




Mala founded SurgoCap Partners, an investment firm focused on the disruptive effects of technology within broad industry categories, in 2022. Prior to SurgoCap, she was a founding partner of Lone Pine Capital in 1998. At Lone Pine, she was portfolio manager for the firm’s technology, media, internet and telecommunications exposure, and was co-portfolio manager of Lone Pine’s long-only funds.

Before joining Lone Pine, Mala worked for The Boston Consulting Group, and was also a Kauffman Fellow. She attended Harvard University and Harvard Business School. She is a founding trustee of Ariadne Labs, as well as a trustee of the Tate Foundation, the Queen Elizabeth Prize for Engineering, and Surgo Ventures, a non-profit organization which uses data driven solutions to solve health and social problems.

Lauren Taylor Wolfe
Co-Founder
Impactive Capital

Lauren Taylor Wolfe

Lauren Taylor Wolfe

Co-Founder & Managing Director
Impactive Capital




Lauren Taylor Wolfe is the Co-Founder and Managing Partner of Impactive Capital, an impact oriented activist fund. Prior to founding Impactive Capital she spent 10 years at investment firm Blue Harbour Group as a Managing Director and Investing Partner.

Prior to joining Blue Harbour in 2007, Ms. Taylor Wolfe was a Portfolio Manager at SIAR Capital, where she invested in small capitalization public companies and private companies. She has been active on various boards, including HD Supply (HDS), 30% Club Steering Committee, and as an Angel Member of 100 Women in Finance.

Ms. Taylor Wolfe holds an MBA from The Wharton School at University of Pennsylvania and a BS, magna cum laude, from Cornell University.

Karen Karniol-Tambour
Co-CIO, Sustainability
Bridgewater Associates

Karen Karniol-Tambour

Karen Karniol-Tambour

Co-Chief Investment Officer for Sustainability
Bridgewater Associates




Karen joined Bridgewater in 2006. As Co-Chief Investment Officer of Bridgewater’s Sustainable Investing, she leads the design and oversight of new investment solutions with both financial and sustainability objectives. Karen is also member of Bridgewater’s Investment Committee. She has 15 years’ experience developing systematic insights on global markets and overseeing Bridgewater’s investment logic and portfolio construction, and previously headed Bridgewater’s Investment Research function.

Karen received her AB from Princeton’s School of Public and International Affairs with a Certificate in Finance. She serves on the boards of the Truman Center for National Policy and Seeds of Peace, a nonprofit cultivating young leaders to transform conflict in the Middle East and South Asia. Karen is a World Economic Forum Young Global Leader, was included in Fortune’s 40 Under 40 most influential leaders in business in 2019 and has been named to Barron's list of "Most Influential Women in US Finance" for three years in a row.

David Einhorn
President
Greenlight Capital

John Collison

David Einhorn

President
Greenlight Capital




David Einhorn is president of Greenlight Capital, Inc., which he co-founded in January 1996. Prior to founding Greenlight, David worked at Donaldson, Lufkin & Jenrette (DLJ) and Siegler, Collery & Co.

David is Chairman of the Boards of Greenlight Capital Re, Ltd. (NASDAQ:GLRE) and Green Brick Partners, Inc. (NASDAQ:GRBK). He is the author of Fooling Some of the People All of the Time: A Long Short Story. David graduated summa cum laude from Cornell University.

 
 

Fireside Conversations

 

Sam Bankman-Fried
Founder & CEO
FTX

Sam Bankman-Fried

Sam Bankman-Fried

Founder & CEO
FTX




Sam Bankman-Fried is an MIT graduate with a degree in physics who started his career in financial markets with Jane Street. He traded a variety of ETFs, futures, currencies, and equities, and designed their automated OTC trading system. After Jane Street, he founded the quantitative trading firm Alameda Research. During his time at Alameda, he and his colleagues noticed that the technology from cryptocurrency exchanges for institutional investors could be better. As a result, he created FTX in 2019, which is now the largest crypto trading exchange outside China.

Beginning during his time at MIT and continuing throughout his professional career, Sam has been a believer in effective altruism in which he has dedicated his time to maximizing his earnings in order to affect as much positive change in the world as possible. Over the past decade, Sam has donated to initiatives that focus on animal rights, climate change and more.

Patrick Collison
Co-Founder & CEO
Stripe

Patrick Collison

Patrick Collison

Co-Founder & CEO
Stripe




Patrick Collison is the co-founder of the Arc Institute, a biomedical research institute that is dedicated to pioneering a new model for research. In partnership with Stanford, UCSF and UC Berkeley, Patrick, Silvana, and Patrick Hsu hope that by providing no strings attached, long term funding, Arc will bring together and enable ambitious and passionate biomedical investigators to study and address human complex diseases.

Patrick's primary role is chief executive officer and co- founder of Stripe, a technology company that builds economic infrastructure for the internet. With the goal to make accepting payments on the internet simpler and more inclusive, Patrick and his brother John started Stripe in 2010. Today, Stripe powers millions of online businesses around the world. Originally from Limerick, Ireland, Patrick now lives in Woodside.

 

Tobi Lütke
Founder & CEO
Shopify

Karen Karniol-Tambour

Tobi Lütke

Founder & CEO
Shopify




Tobi Lütke is the founder and Chief Executive Officer of Shopify. In 2004, Tobi began building software to launch an online snowboard store called Snowdevil. It quickly became obvious that the software was more valuable than the snowboards, so Tobi and his founding team launched the Shopify platform in 2006. He has served as CEO since 2008 in Ottawa, Canada.


Tobi is an active advocate for sustainability, computer literacy, and education. He served as Chair of the Digital Industries Table, an advisory board commissioned by the federal government to provide recommendations on how to turn Canada into a digital leader.

Nat Friedman
Fmr. CEO
GitHub

John Collison

Nat Friedman

Fmr. CEO
GitHub




Nat was the CEO of GitHub and the cofounder and CEO of Xamarin (acquired by Microsoft). Nat also cofounded the GNOME Foundation, an organization to support the GNOME project goals of an open source computing platform.

 
 

Nancy Lazar
Chief Global Economist
Piper Sandler & Co.

Nancy Lazar

Nancy Lazar

Chief Global Economist, Macro Research
Piper Sandler & Co.




Nancy R. Lazar is the Chief Global Economist at Piper Sandler and leads the economic research team. Nancy’s work is known for its unbiased, comprehensive, highly-detailed approach. Before joining Piper Sandler, she co-founded Cornerstone Macro, Wall Street's premier macro boutique. Prior to Cornerstone, she was Co-Founder, and Vice Chairman of ISI Group for more than 20 years.

Nancy has been an Institutional Investor-ranked economist since 2001, placing in the top two the past nine years, ranking #1 in 2015. Nancy was named to Barron’s 100 Most Influential Women in U.S. Finance in 2020, 2021 and 2022. Prior to co-founding ISI in 1991, Nancy was a Senior Vice President at C.J. Lawrence. She is a 1979 graduate of Kalamazoo College in Michigan.

Nancy is a member of The Economic Club of New York, New York Forecasters, Money Marketeers, NYABE, NABE, and Women in Finance & Housing.

Patrick O'Shaughnessy
CEO
OSAM

Patrick O'Shaughnessy

Patrick O'Shaughnessy

CEO
O'Shaughnessy Asset Management




Patrick O’Shaughnessy is the Chief Executive Officer at O’Shaughnessy Asset Management (OSAM). Patrick oversees the day-to-day business of the firm, directing OSAM’s initiatives in the areas of research and portfolio management, investor education, and investor relationships. He also serves as a Portfolio Manager. Prior to his role as CEO, Patrick spent 11 years on OSAM’s Research & Portfolio Management team, working to improve the firm’s investment strategies.

Mr. O’Shaughnessy is the author of Millennial Money: How Young Investors can Build a Fortune, published by Palgrave Macmillan, and a contributing author to the Fourth Edition of What Works on Wall Street. His podcast “Invest Like the Best,” which is a series of conversations with leading investors across asset classes, recently passed 7 million listeners. It was named among “5 Investment Podcasts You Should Listen To” by The Wall Street Journal.

Mr. O’Shaughnessy is also a member of the I.A. O’Shaughnessy Foundation Investment Committee.

He holds a BA in Philosophy from the University of Notre Dame and is also a CFA charterholder.

 

Nan Ransohoff
Head, Climate
Stripe

Nan Ransohoff

Nan Ransohoff

Head, Climate
Stripe




Nan is the Head of Climate for Stripe. Previously, she served as the Head of Product for Nuro and Uber.

Nan holds an MBA from Stanford University and a BA from Harvard.

Sarah Sclarsic
Co-Founder
Voyager

Sarah Sclarsic

Sarah Sclarsic

Co-Founder & Managing Partner
Voyager




Sarah Sclarsic has been building and investing in transformative technology companies since 2009 and brings expertise in mobility, biotech, food and materials production and carbon removal. She co-founded car-sharing firm Getaround and served as the founding business director of Modern Meadow, the world’s first company making biofabricated leather and meat. Sclarsic enrolled in the PhD program at MIT in 2018 to research bioengineering strategies for carbon removal, completing her Master’s thesis before launching Voyager.

Sarah is a graduate of Harvard and of MIT, where she researched atmospheric carbon removal. She lives in New York City.

Sierra Peterson
Co-Founder
Voyager

Sierra Peterson

Sierra Peterson

Co-Founder & Managing Partner
Voyager




Sierra is a Co-Founder and Managing Partner at Voyager, a venture capital firm investing in climate technology companies in North America and Europe. Sierra has been structuring markets, financial products and investments for climate stabilization since 2005 and brings expertise in energy, policy and financing. A Kauffman Fellow, she has invested in more than 25 early-stage climate tech companies since 2015. Previously, Sierra led corporate development teams at financial technology companies responsible for $3B+ in solar and energy efficiency financing. Her experience in climate policy and market design includes the Obama White House Office of Energy and Climate Change and the International Energy Agency.

Sierra is a graduate of Stanford and Harvard, where she researched lifecycle emissions analysis and carbon market design. She lives in San Francisco with her husband and young daughter.

 

Frank Slootman
CEO
Snowflake

Frank Slootman

Frank Slootman

CEO
Snowflake




Frank Slootman is the Chairman and CEO at Snowflake. Frank has over 25 years of experience as an entrepreneur and executive in the enterprise software industry.

Mr. Slootman served as CEO and President of ServiceNow from 2011 to 2017, taking the organization from around $100M in revenue, through an IPO, to $1.4B. Prior to that, Frank served as President of the Backup Recovery Systems Division at EMC following an acquisition of Data Domain Corporation/Data Domain, Inc., where he served as the Chief Executive Officer and President, leading the company through an IPO to its acquisition by EMC for $2.4B.

Mr. Slootman holds undergraduate and graduate degrees in economics from the Netherlands School of Economics, Erasmus University Rotterdam.

Dan Sundheim
Founder & CIO
D1 Capital

Dan Sundheim

Dan Sundheim

Founder & CIO
D1 Capital




Daniel Sundheim is the Founder and Chief Investment Officer of D1 Capital Partners. D1 is a global investment firm that operates across public and private markets. The firm combines the talent and operational excellence of a large, premier asset management firm with the flexible mandate and long-term time horizon of a family office. Founded in 2018, D1 focuses on investing in the global internet, technology, telecom, media, consumer, healthcare, financial, industrial, and real estate sectors.

Prior to forming D1, Dan spent 15 years at Viking Global Investors where he most recently served as the CIO responsible for managing a team of analysts and a diversified portfolio. He began his career in the Merchant Banking Group at Bear Stearns researching and executing private equity investments.

Dan graduated from the Wharton School of the University of Pennsylvania in 1999 with a B.S. in Economics. Dan is a board member of several D1 portfolio companies, including Instacart. He is a member of the Board of Trustees of the Museum of Modern Art (MoMA) and NYU Langone Medical Center.

 

Stanley Druckenmiller
Chairman & CEO
Duquesne Family Office

Stanley Druckenmiller

Stanley Druckenmiller

Chairman & CEO
Duquesne Family Office




Stanley Druckenmiller is Chairman and Chief Executive Officer of Duquesne Family Office LLC.

Mr. Druckenmiller founded Duquesne Capital Management in 1981, which he ran until he closed the firm at the end of 2010. From 1988 to 2000, he was a Managing Director at Soros Fund Management, where he served as Lead Portfolio Manager of the Quantum Fund and Chief Investment Officer of Soros (1989-2000), and had overall responsibility for funds with a peak asset value of $22 billion. Early on in his career, Stan worked at Pittsburgh National Bank and The Dreyfus Corporation.

Mr. Druckenmiller is Chairman Emeritus of the Board of the Harlem Children's Zone; Chairman of Blue Meridian Partners; a Board member for Memorial Sloan Kettering and the Environmental Defense Fund; a member of the Investment Committee of Bowdoin College and is Co-founder and Board member of Kasparov Chess Foundation. He graduated Magna Cum Laude from Bowdoin College with degrees in Economics and English, and thereafter earned graduate degree credits in Economics from the University of Michigan.

John Collison
Co-Founder & President
Stripe

John Collison

John Collison

Co-Founder & President
Stripe




John Collison is president and co-founder of Stripe, the software company that is expanding internet commerce by making it easy to process transactions from anywhere.

John and his brother Patrick Collison started Stripe in 2010 while John was studying physics at Harvard. Their goal was to make accepting payments online simpler and more inclusive, after learning firsthand how difficult it was. Today, the 5000+person (and growing) Stripe team powers online businesses around the world.

Prior to Stripe, John co-founded Auctomatic, which was acquired by Live Current Media in March 2008.

 
 

2022 Conference Organizer

 

Graham Duncan
Chair
The Sohn Conference Foundation

 
Graham Duncan

Graham Duncan

Chair
The Sohn Conference Foundation




Graham Duncan chairs the Sohn Conference Foundation. Mr. Duncan founded and was co-CIO of East Rock Capital for sixteen years. Prior to that he worked at two multi-manager hedge funds and co-founded an independent Wall Street research firm.

Mr. Duncan holds a BA from Yale and is a member of the Council on Foreign Relations.

 

Special Thanks To

Champion Sponsors

 
 
 
 

Platinum Sponsor

 
 

Gold Sponsor

 
 

Silver Sponsors

Canalyst
Douglas Hirsch
Eminence Capital
GoldenTree Asset Management
Kovler Family Foundation
Stanley Druckenmiller

 

Exclusive Broadcast Partner

2022 Beneficiary