As frequent readers know last week CNBC and Institutional Investor hosted the Delivering Alpha conference. There were a number of good panels and presentations at this conference much of which I have previously posted.
The final panel of the day was the best ideas panel where Kyle Bass of Hayman Advisors; Leon G. Cooperman of Omega Advisors; Philip Falcone of Harbinger Capital Investments; J. Tomilson Hill of Blackstone Marketable Alternative Asset Management; Daniel S. Loeb of Third Point LLC; and Anne B. Popkin of Symphony Asset Management, all presented their best investment ideas.
It was a pretty start studded panel to say the least. Pay particular attention to Kyle Bass' presentation. The presentations and content is well worth reviewing. Below please find some of the presentations along with the video of the panel.
Enjoy:
Video:
Presentations:
Blackstone:
110914_Blackstone_JTH_DA
Omega Advisors:
110914 Omega Lgc Da
Symphony Asset Management:
110914 Symphony DA
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