The 2021 Sohn Investment Conference

Brad Gerstner

Founder & CEO
Altimeter Capital

Mr. Gerstner is the Founder and CEO of Altimeter Capital, a tech investment firm based in Silicon Valley. Started in 2008, Altimeter manages over $15bn of investments across its public equity fund and venture capital funds. Altimeter's cultural North Star is Essentialism - the art of doing less better. Accordingly, Brad believes organizational and portfolio complexity are the enemy of returns. He believes in small teams but strong cultures built around excellence, integrity, impact, and fun.

Prior to starting Altimeter, Mr. Gerstner founded or co-founded 3 internet search companies, the last of which was sold to Google in 2012 and became Google Hotel Search.

Mr. Gerstner’s family foundation - Give Forward - is helping to lead the school turn around in East Palo Alto as well as poverty relief in the Bay Area. He is also the Founder of The Board Challenge, a movement drastically accelerating the rate of diversity on corporate Boards.

Born in Indiana, he studied at Wabash College, Oxford University, Indiana University School of Law and Harvard Business School. He practiced securities law and served a term as Indiana Deputy Secretary of State before returning to HBS.

Brad lives in Woodside, CA where he loves to chase after his two boys Lincoln (12) and Jack (10), run, bike, ski and surf. If you are talking to him during the week, there are equal chances he is at his desk or riding his electric one wheel down Sand Hill Road.

Bill Gurley

General Partner
Benchmark

Bill Gurley has spent over 20 years as a General Partner at Benchmark, joining in 1999. Before entering the venture capital business, he spent four years on Wall Street as a top-ranked research analyst, including three years at CS First Boston.

Over his venture career, Mr. Gurley has worked with such companies as GrubHub (IPO: GRUB), Nextdoor, OpenTable (IPO: OPEN, Acquired by Priceline), Stitch Fix (IPO: SFIX), Uber (IPO: UBER), and Zillow.com (IPO: Z). He serves as a board trustee at the Santa Fe Institute, a research and education center focused on the study and understanding of complex adaptive systems. Also, he maintains a blog on the evolution and economics of high technology businesses called Above the Crowd.

Mr. Gurley holds an MBA from the University of Texas and a BS in Computer Science from the University of Florida. He is also a Chartered Financial Analyst.

Karen Karniol-Tambour

Co-CIO 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 two years in a row.

Bob Nelsen

Co-Founder & Managing Director
ARCH Venture Partners

Bob Nelsen is a Co-Founder and Managing Director of ARCH Venture Partners. Here, he played a significant role in the early sourcing, financing and development of over 100 companies (23 have reached valuations exceeding $1 billion). His seed and early-stage investments include Illumina (ILMN), Alnylam Pharmaceuticals (ALNY), Juno Therapeutics (JUNO), Unity Biotechnology (UBX), Sienna Biopharmaceuticals (SNNA), Vir Biotechnology (VIR), Agios Pharmaceuticals (AGIO), Sage Therapeutics (SAGE), GRAIL, Ikaria, Kythera Biopharmaceuticals (KYTH), Receptos (RCPT), Aviron (AVIR), Denali Therapeutics (DNLI), Prime Medicine, Beam Therapeutics (BEAM), NetBot, Bluebird Bio (BLUE), R2 Technology, XenoPort (XNPT), Caliper Life Sciences (CALP), Trubion Pharmaceuticals (TRBN), Adolor (ADLR), deCODE Genetics, Array BioPharma (ARRY), Editas (EDIT), IDUN Pharmaceuticals, Classmates.com, Hua Medicine, Fate Therapeutics (FATE), Rubius Therapeutics (RUBY), KSQ Therapeutics, WuxiNextCODE, and Everyday Learning Corporation.

Mr. Nelsen is a Director of Vir Bio, GRAIL, Sana Biotechnology, Beam Therapeutics, Prime Medicine, Lyell, Unity Biotechnology, Denali Therapeutics, Karuna Therapeutics, insitro, Maze Therapeutics, Inc., Encoded Therapeutics and serves as Chairman of Hua Medicine, among others.

Previously, he served as a Trustee of the Fred Hutchinson Cancer Research Institute, the Institute for Systems Biology, and was a Director of the National Venture Capital Association.

Mr. Nelsen holds an MBA from the University of Chicago and a BS in Economics and Biology from the University of Puget Sound.

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.

Larry Robbins

CEO
Glenview Capital Management

Larry Robbins is the CEO of Glenview Capital, a $4B hedge fund in its 21st year of operation and the Chair of Longview, a sponsor of multiple special purpose acquisition corporations that has raised over $1B of capital. Glenview drives performance through deep fundamental research and a long-term orientation with a philosophy to think and act like owners. He is also Chair of Longview Acquisition Corp II and a Board Member of Butterfly Network.

Prior to founding Glenview, Mr. Robbins spent six years as an Analyst and Partner at Omega Advisors on their US equity long/short team. He began his career at Gleacher & Company, a merger and advisory boutique in New York.

Mr. Robbins graduated with honors from the Wharton School and Moore School of the University of Pennsylvania in 1992, where he received his BS in Economics and Engineering, with majors in accounting, finance, marketing, and systems engineering. Larry became a Certified Public Accountant in 1991 in his then home state of Illinois.

Through their Robbins Family Foundation, Larry and his wife, Sarahmay, are active supporters of education reform both in New York City and on the national level. Larry serves as Chairman of the Board of KIPP New York and is a Board Member of the Robin Hood Foundation, Zearn and Relay Graduate School of Education. In addition, Larry is the Senior Chair of the Wall Street Division of the UJA- Federation. Larry resides in Alpine, NJ with his wife and six sons.

Dan Sundheim

Founder & CIO
D1 Capital

Daniel Sundheim is the Founder and Chief Investment Officer of D1 Capital Partners, 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, Mr. Sundheim 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.

Mr. Sundheim is a member of the Board of Trustees of the Museum of Modern Art (MoMA), NYU Langone Medical Center and Columbia Grammar and Preparatory School. He holds a BS in Economics from the Wharton School at the University of Pennsylvania.

Josh Wolfe

Co-Founder & Managing Partner
Lux Capital

Josh Wolfe is a Co-Founder & Managing Director of Lux Capital. He focuses on contrarian investments in emerging technology, helping lead the firm’s investments in Anduril, Planet, Echodyne, Clarifai and Authorea. He also serves as a Director at Shapeways, Strateos, Lux Research, Kallyope, CTRL-labs, and Variant, and is a Founding Investor and Director (along with Bill Gates and Nathan Myhrvold) in Kymeta, which produces cutting-edge antennas for high-speed global satellite and space communications.

Previously, he co-founded and funded Kurion, which uses advanced robotics, engineering and chemistry to clean up nuclear waste. The company was among the first responders to the Fukushima Daiichi disaster. Kurion was acquired by Veolia for nearly $400 million—34 times Lux’s total investment. Prior to this, Mr. Wolfe held positions at Salomon Smith Barney and Merrill Lynch.

Mr. Wolfe is a Westinghouse semi-finalist, published scientist, columnist with Forbes and Editor for the Forbes/Wolfe Emerging Tech Report, a White House technology advisor, a lecturer at MIT, Harvard, Yale, Cornell, Columbia and NYU, a term member at The Council on Foreign Relations, and Chairman at Coney Island Prep.

He holds a BS in Economics and Finance from Cornell University.

Andrew Nunneley

Founder & CIO
Glenernie Capital

Andrew Nunneley is the Founder & CIO of Glenernie Capital. He has over 20 years’ experience investing in European mid-cap equities, having spent thirteen years on the buy-side and seven years on the sell-side. From 2009 – 2019, Andrew was a Portfolio Manager and Partner at Otus Capital, before leaving to set up Glenernie Capital.

Prior to Otus, Andrew was an analyst on the European mid-cap fund at Powe Capital Management. He also worked in Specialist Sales at Berenberg Bank and Cazenove Capital, covering Swiss, UK and European small and mid-cap equities respectively.

Andrew graduated from the University of Edinburgh in 2001 with an MA (Hons) in Economics & Accounting.

Ram Parameswaran

Founder
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.

William A. Ackman

CEO & Portfolio Manager
Pershing Square Capital

William Ackman is the CEO and Portfolio Manager of Pershing Square Capital Management, L.P., an SEC registered investment adviser founded in 2003. Pershing Square is a concentrated research-intensive fundamental value investor in long and occasionally short investments in the public markets.

Prior to forming Pershing Square, Mr. Ackman co-founded Gotham Partners Management Co., LLC. Mr. Ackman holds an MBA from the Harvard Business School and a BA, magna cum laude, from Harvard College.

Mr. Ackman is the Chairman of the board of The Howard Hughes Corporation (NYSE: HHC). He is also a member of the Investors Advisory Committee on Financial Markets for the Federal Reserve Bank of New York, a member of the Board of Trustees at The Rockefeller University and a member of the Board of Dean’s Advisors of the Harvard Business School.

In 2006, Mr. Ackman co-founded the Pershing Square Foundation to support exceptional leaders and innovative organizations that tackle important social issues and deliver scalable and sustainable impact across the globe.

Kelly Granat

Portfolio Manager
Lone Pine Capital

Kelly Granat is a Portfolio Manager at Lone Pine Capital, an investment adviser that employs long/short and long-only strategies to invest in equities and equity-related securities based on bottom-up, fundamental analysis. She joined the organization in 2007.

Prior to Lone Pine, Ms. Granat served as a Senior Analyst at Angelo, Gordon & Co. Previous, she served as Vice President of Chilton Investment Company, a Financial Analyst at Gilbert Global Equity Partners, and an Analyst at J.P. Morgan Securities.

Ms. Granat holds an MBA from Harvard Business School and undergraduate degrees from Harvard and Radcliffe Colleges.

Seth Klarman

CEO & Portfolio Manager
The Baupost Group

Mr. Klarman is the CEO and Portfolio Manager of The Baupost Group, L.L.C., which currently manages approximately $29 billion on behalf of individual and institutional clients. He has had primary responsibility for managing the investments of Baupost since the Company was formed in May, 1982. Baupost uses a value discipline with an event-driven bias to find global opportunities in such diverse areas as publicly-traded and private equities, bankrupt and financially-distressed debt, and real estate.

Author of Margin of Safety, a book that outlines his value investment philosophy, Mr. Klarman was chosen as lead editor for Security Analysis: Sixth Edition, published in 2008. He is a 1982 graduate of Harvard Business School, where he was a Baker Scholar, and received his Bachelor of Arts, magna cum laude, in Economics from Cornell University in 1979.

Mr. Klarman serves on the Board of Directors of the Broad Institute. He is also Vice Chair of Beth Israel Hospital’s Board of Managers and a member of their Board of Trustees. He is a member of the Board of Dean’s Advisors at HBS, where he has been a senior lecturer on value investing, and was a 2011 recipient of the school’s Alumni Achievement Award. In 2020, he was elected to the American Academy of Arts and Sciences. Mr. Klarman is Co-Chairman of The Klarman Family Foundation.

Dan Sundheim

Founder & CIO
D1 Capital

Daniel Sundheim is the Founder and Chief Investment Officer of D1 Capital Partners, 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, Mr. Sundheim 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.

Mr. Sundheim is a member of the Board of Trustees of the Museum of Modern Art (MoMA), NYU Langone Medical Center and Columbia Grammar and Preparatory School. He holds a BS in Economics from the Wharton School at the University of Pennsylvania.

Amy Falls

CIO
The Rockefeller University

Amy Falls is the incoming Chief Investment Officer for Northwestern University, where she will manage an endowment of $12.5 billion. Currently, Ms. Falls serves as the Chief Investment Officer and Vice President for Investments at The Rockefeller University. Here, she oversees the Investments Office, which manages approximately $2.5 billion in endowment assets.

Ms. Falls joined the Rockefeller University in April 2011 after serving as the Chief Investment Officer at Andover (Phillips Academy) for six years. She led the effort to establish the Andover Investment Office, the first of its kind for a traditional independent secondary school. Under her leadership, the endowment generated top quartile results from 2007 to 2010. In 2010, the publishers of Institutional Investor selected Falls as a “rising star of foundations and endowments.”

Prior to her tenure at Andover, Falls served as a Managing Director and Global Fixed Income Strategist for Morgan Stanley and was a member of the firm’s fixed income management and global asset allocation committees. She is currently on the board of the Harvard Management Company and the Land & Garden Preserve, and she serves as treasurer of the Phillips Academy Board of Trustees. Falls continues to teach on topics in international investing and risk management, most recently at the Athena Center for Leadership Studies at Barnard College.

Ms. Falls holds an MS in International Development from the Kennedy School of Government at Harvard University and a BA in History from Georgetown University.

Paulino López

CIO & Managing Director
Pragma Wealth Management

Paulino López is a Managing Director and Chief Investment Officer at Pragma Wealth Management, where he is responsible for all investments.

He joined Pragma in October 2008 as a Junior Analyst after graduating from the Universidad de Oviedo (Spain) with a BA, summa cum laude, in Business Management and Administration. Mr. López also completed a post-graduate course on financial derivatives at the LSE and is a CFA charterholder.