SOHN INVESTMENT CONFERENCE

Jazz at Lincoln Center’s Frederick P. Rose Hall

MAY 12, 2026

Where Wall Street Unites
to Fight Childhood Cancer

The annual New York Sohn Investment Conference convenes some of the best and brightest hedge fund and alternative investors in the industry to share market insights, while raising funds in support of pediatric cancer and other research.

IN SUPPORT OF

Tickets

Registration is now closed.

General Admission
$2,000

All-day access to Sohn programming, including Next Wave and the flagship Investment Conference, plus networking at lunch and the cocktail reception.

Group Packages
$15,000 – $100,000

These premier ticket packages include additional benefits such as reserved seats, logo placement, and branding opportunities for your company.

Mainstage Speakers

  • Gavin Baker

    Managing Partner and CIO, Atreides Management, LP

  • Alexis Ohanian

    Founder and General Partner, Seven Seven Six, and Co-Founder and Former Executive Chairman, Reddit

  • Orlando Bravo

    Founder and Managing Partner, Thoma Bravo

  • Marc Lasry

    Chairman, CEO and Co-Founder, Avenue Capital Group

  • Scott Goodwin

    Co-Founder and Managing Partner, Diameter Capital Partners

  • Ilana D. Weinstein

    Founder, The IDW Group

  • David Einhorn

    President, Greenlight Capital

  • Larry Robbins

    CEO, Glenview Capital

  • Jonathan Ross

    Chief Software Architect, Nvidia and Former CEO and Founder, Groq

  • Francis Dufay

    CEO, Jumia

  • Jawad Mian

    Founder, Stray Reflections
    Moderator

  • Thea Jamison

    Founder and Managing Director, CHANGE Global

  • Ryan Packard

    Managing Partner and CIO, Hiddenite Capital Partners

  • Jacob Rubin

    Founder and Managing Member, Philosophy Capital Management

  • Leon Shaulov

    Founder, Maplelane Capital

  • Alex Sacerdote

    Founder, CEO and Portfolio Manager, Whale Rock Capital Management

  • Eduardo Marques

    Founder and CIO, Pertento Partners

  • David Rosen

    Founder, Rubric Capital

  • Jonathan Lennon

    Founder and CIO, PLP Funds

  • Alex Silver

    Co-Founder and Chief Investment Officer, Ananym Capital

  • Andrew Bellas

    Managing Partner, General Equity Holdings

  • John Yetimoglu

    CIO, Infinitum and Board Director, Groq

  • Leslie Picker

    Senior Finance and Banking Reporter, CNBC
    Moderator

  • Jas Khaira

    Head, Blackstone N1

Next Wave Speakers

  • Soren Aandahl

    Chief Investment Officer, Blue Orca Capital

  • Tariq Barma

    Co-Founder and Managing Partner, Balance Capital Partners

  • Ali Carim

    Co-Founder and Managing Partner, Balance Capital Partners

  • Zachary Datikash

    Founder, Third North Capital

  • Rahul Kishore

    Founder, Epicenter Capital

  • Joyce Meng

    Founder, FACT Capital

  • Kevin Salimian

    Founder, Voxel Capital

  • Leslie Sturgeon

    Founder and CIO, Maynard Capital Management

  • Jim Chanos

    President and Founder, Chanos & Co.
    Moderator

Breakfast Sessions

Real Estate Investment Intelligence: From NYC to National Capital Flows

in partnership with

Panel 1: New York Real Estate: Reading the Reset

  • Joseph Chiovitti

    Managing Director and Global Head of Real Estate Strategy and Lease Transactions, Morgan Stanley

  • Peter Riguardi

    Chairman and President, New York Tri-State Region, JLL

  • Hilary Spann

     Executive Vice President, New York Region, BXP

  • Glen J. Weiss

    EVP, Office Leasing and Co-Head of Real Estate, Vornado Realty Trust

  • Diana Olick

    Senior Real Estate & Climate Correspondent, CNBC
    Moderator

Panel 2: Domestic Capital Reallocation: Shifting Investor Strategies in U.S. Real Estate Markets

  • Julia Georgules

    Head of Research - Leasing & Capital Markets, JLL

  • Danny Kaufman

    Senior Managing Director and Debt Platform Leader of Capital Markets Americas, JLL

  • Michael Simanovsky

    Managing Partner, Founder of Conversant Capital

  • Andrew Holm

    Head of U.S. Diversified Equity, Ares Management

  • Diana Olick

    Senior Real Estate & Climate Correspondent, CNBC
    Moderator

AI in Portfolio Management: From Hype to High-Conviction Investing

in partnership with

  • Aria Georghiou

    Head of Client Services for Credit and Public Equities, Third Bridge

  • Jillian McIntyre

    Founder and CIO, 221B Capital Partners

  • Emma Silverman

    Partner, TMV Investing

  • Ingrid Yin

    Co-Founder and Managing Partner, MayTech Global Investments

  • Rehana Farrell

    CEO, 100 Women in Finance
    Moderator

Lunch Sessions

The Future of Family Office Investing

in partnership with

  • Armando Senra

    Head of Americas Institutional Business, BlackRock

  • Robert Frank

    Senior Wealth Editor, CNBC
    Moderator

Beyond Bitcoin: Where Capital Is Moving Next

in partnership with

  • Thomas Lee

    Chairman of the Board, Bitmine Immersion; Co-Founder & Head of Research, Fundstrat

  • Barry Silbert

    Founder and CEO, Yuma; Chairman, Grayscale; and Founder & CEO, DCG

  • Frank Chaparro

    Head of Content and Special Projects, GSR
    Moderator

Agenda

May 12, 2026

8:00 a.m.
Check-in opens

8:30 – 10:00 a.m.
Breakfast

8:30 – 10:00 a.m. AI in Portfolio Management: From Hype to High-Conviction Investing
Presented by Third Bridge
Aria Georghiou, Ingrid Yin, Emma Silverman, Jillian McIntyre
Moderated by: Rehana Farrell

8:30 – 10:00 a.m.‍ ‍Real Estate Investment Intelligence: From NYC to National Capital Flows
Presented by JLL
Panel 1: New York Real Estate: Reading the Reset
Peter Riguardi, Hilary Spann, Glen J. Weiss, Joseph Chiovitti
Panel 2: Domestic Capital Reallocation: Shifting Investor Strategies in U.S. Real Estate Markets
Michael Simanovsky, Danny Kaufman, Julia Georgules, Andrew Holm
Moderated by: Diana Olick

10:30 a.m. – 12:00 p.m.
Next Wave Sohn

10:30 AM | Introductory Remarks
Harry Shillingford, Marex

10:32 AM | Welcome Remarks
Brian Waterhouse, East Rock Capital

Ideas from:
10:35 AM | Kevin Salimian

10:45 AM | Tariq Barma

10:55 AM | Leslie Sturgeon

11:05 AM | Rahul Kishore

11:15 AM | Short Selling Panel
Soren Aandahl, Joyce Meng, Zachary Datikash
Moderated by Jim Chanos

12:00 p.m. – 1:00 p.m.
Lunch

12:15 – 12:45 p.m.
The Future of Family Office Investing
Presented by BlackRock
Armando Senra, moderated by Robert Frank

12:15 – 12:45 p.m.
Crypto Lunch Session
Presented by Bitmine and Digital Currency Group
Thomas Lee and Barry Silbert, moderated by Frank Chaparro

1:00 p.m. – 3:05 p.m.
Sohn Investment Conference

1:00 PM | Welcome Remarks

1:01 PM | Idea From: Scott Goodwin

1:15 PM | Beyond the Final Score: How Sports Became the New Investment Frontier
Alexis Ohanian and Marc Lasry, moderated by Erik Serrano Berntsen

1:35 PM | Idea from: Ryan Packard

1:45 PM | Digging Deeper: Conversations in Fundamental Investing
Jonathan Lennon, David Rosen, Eduardo Marques, and Andrew Bellas, moderated by Mitch Golden

2:20 PM | Idea From: David Einhorn

2:40 PM | Intelligence as Infrastructure: How AI Is Rewiring the Economy
Leon Shaulov, Alex Sacerdote, moderated by Leslie Picker

3:05 p.m. – 3:35 p.m.
Networking Break

3:35 – 6:00 p.m.
Sohn Investment Conference

3:35 PM | Inside the Mind of a Tech Investor: Gavin Baker & Jas Khaira

4:00 PM | Idea From: Jacob Rubin

4:10 PM | Finding Alpha in People: Ilana D. Weinstein & Jawad Mian

4:20 PM | The Inference Revolution: Groq, Nvidia and the Future of AI: Jonathan Ross & John Yetimoglu
Introduced by Seth Blackman, Partner, KPMG

4:40 PM | Emerging Markets Reimagined: Risk, Reward & the Road Ahead: Thea Jamison & Francis Dufay

5:00 PM | Idea From: Alex Silver

5:10 PM | Idea From: Larry Robbins

5:20 PM | What's Next for Software: Orlando Bravo & Leslie Picker

6:00 – 7:00 p.m.
Cocktail Reception

Venue

 

Jazz at Lincoln Center’s
Frederick P. Rose Hall

Broadway at 60th Street
New York City

Sponsors

Partners

Innovator

Hiddenite Capital Partners

Maplelane Capital

Philosophy Capital Management LLC

Talpion Fund Management

Rubric Capital

Champion

Benefactor

Visionary

Diameter Capital

Glenview Capital Management

The Sohn Family

Questions?

  • For questions about the event or issues with registration, please email: NY@sohnconference.org

  • All orders are non-refundable. The Sohn Conference Foundation is a registered 501(c)(3) public charity. Your contribution is deductible to the fullest extent of the law. For each ticket used, the non-deductible portion is $200.

  • If you are a member of the press interested in covering this event, please email: sohn@gasthalter.com

  • Speakers and the agenda will be announced closer to the event. Stay tuned for more details!

  • Contact us for more details.

Host Committee

  • Paulino Lopez

    Co-Chair

    President, PLP Funds

  • Mitch Golden

    Co-Chair

    Senior Managing Director and Head of Equity Strategies, Blackstone

  • Brian Waterhouse

    Next Wave Sohn

    Managing Director, East Rock Capital

  • Farrah Kunwar

    Next Wave Sohn

    Vice President, PLP Funds

  • Erik Serrano Berntsen

    Chief Executive Officer, Stable