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Articles from our 2026 event:
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2026 Sohn Montreal Conference: Full Coverage of Oasis, Converium, Third Point, Capstone & More
HFA Staff | June 8, 2026
The second annual Sohn Montreal Investment Conference, presented by Converium Capital and Richter in association with National Bank of Canada, took place at the Four Seasons Hotel Montreal on June 4, 2026, bringing together ...
The second annual Sohn Montreal Investment Conference, presented by Converium Capital and Richter in association with National Bank of Canada, took place at the Four Seasons Hotel Montreal on June 4, 2026, bringing together ...
Gold's correction is a buying opportunity as governments won't tolerate economic pain - Waratah Capital's Dunkley
Kitco News | June 30, 2026
(Kitco News) - Gold's recent correction has created a compelling opportunity in both bullion and mining equities as governments and central banks will eventually prove unwilling to tolerate economic pain, according to one veteran portfolio manager who ...
(Kitco News) - Gold's recent correction has created a compelling opportunity in both bullion and mining equities as governments and central banks will eventually prove unwilling to tolerate economic pain, according to one veteran portfolio manager who ...
2026 Sohn Montreal: Converium’s Aaron Stern Makes the Case for a Hated Printing Icon’s Distressed Bonds
HFA Staff | June 5, 2026
Aaron Stern had the home-field advantage at the 2026 Sohn Montreal Investment Conference. He runs Converium Capital from Montreal, he sits on the conference host committee, and he was the last thing standing between a room full of investors ...
Aaron Stern had the home-field advantage at the 2026 Sohn Montreal Investment Conference. He runs Converium Capital from Montreal, he sits on the conference host committee, and he was the last thing standing between a room full of investors ...
2026 Sohn Montreal: Waratah’s Brad Dunkley Says Governments Will Inflate, and He Has the Gold Stock for It, Hedge Fund Alpha
HFA Staff | June 7, 2026
Brad Dunkley opened his slot at the 2026 Sohn Montreal Investment Conference with a piece of trading floor folklore. “The peak in the gold price is not in until the Four Seasons hotel stops putting little flakes of gold on the pineapple at the breakfast buffet,” ...
Brad Dunkley opened his slot at the 2026 Sohn Montreal Investment Conference with a piece of trading floor folklore. “The peak in the gold price is not in until the Four Seasons hotel stops putting little flakes of gold on the pineapple at the breakfast buffet,” ...
2026 Sohn Montreal: Whale Rock’s Alex Sacerdote on Investing Across the AI Stack
HSA Staff | June 7, 2026
The opening session at the 2026 Sohn Montreal Investment Conference was supposed to be a stock pitch. Alex Sacerdote and his team had built what he called “a beautiful PowerPoint deck” to make the case for Anthropic, one of Whale Rock Capital Management‘s favorite ideas. ...
The opening session at the 2026 Sohn Montreal Investment Conference was supposed to be a stock pitch. Alex Sacerdote and his team had built what he called “a beautiful PowerPoint deck” to make the case for Anthropic, one of Whale Rock Capital Management‘s favorite ideas. ...
Sohn Montreal’s $1.4 Million Second Edition: How a Hedge Fund, Pension Fund and Family Office Got Together
Bloomberg | June 5, 2026
Happy Friday. It’s Liana Baker, Paula Sambo and Mathieu Dion bringing you the highlights from a finance conference from the Paris of North America this week. Plus, we have more SpaceX IPO news ahead of the hotly anticipated listing next week. ...
Happy Friday. It’s Liana Baker, Paula Sambo and Mathieu Dion bringing you the highlights from a finance conference from the Paris of North America this week. Plus, we have more SpaceX IPO news ahead of the hotly anticipated listing next week. ...
AI Power Boom Revives Natural Gas as Infrastructure Bet
Bloomberg | June 4, 2026
Sohn Montreal succeeded in generating ideas from all over the map: With some French sprinkled in, the sessions ranged from a hedge fund talking up its Anthropic investment, a Pimco portfolio manager pitching Nigerian T-bills, a biotech specialist talking up an unfavored French stock, a Canadian gold miner and Stern ...
Sohn Montreal succeeded in generating ideas from all over the map: With some French sprinkled in, the sessions ranged from a hedge fund talking up its Anthropic investment, a Pimco portfolio manager pitching Nigerian T-bills, a biotech specialist talking up an unfavored French stock, a Canadian gold miner and Stern ...
Deglobalization sparks race for strategic resources, driving gold and copper outlook - Sohn Montreal
Kito News | June 4, 2026
A shift in the global economic order is triggering a worldwide race for physical resources, creating the conditions for a sustained commodity bull market and reinforcing gold's role as a critical reserve asset, according to two leaders in global ...
A shift in the global economic order is triggering a worldwide race for physical resources, creating the conditions for a sustained commodity bull market and reinforcing gold's role as a critical reserve asset, according to two leaders in global ...
Whale Rock CEO expects Anthropic to reach 500M users ahead of IPO
Bloomberg | June 5, 2026
Alex Sacerdote pitched Anthropic at the Sohn Montreal conference, projecting massive user growth for the Claude AI maker valued at $380 billion.
Alex Sacerdote, founder and CEO of Whale Rock Capital Management, thinks Anthropic is on track to hit ...
Alex Sacerdote pitched Anthropic at the Sohn Montreal conference, projecting massive user growth for the Claude AI maker valued at $380 billion.
Alex Sacerdote, founder and CEO of Whale Rock Capital Management, thinks Anthropic is on track to hit ...
AI, Xerox Debt and Canada’s ‘Lost Status’ at Sohn Montreal
Bloomberg | June 4, 2026
Hedge fund managers and other investors are gathered at a conference in Montreal to pitch the next big thing, and everything from artificial intelligence, biotech and gold mining was on the table Thursday. Whale Rock Capital Management LLC founder and chief executive officer Alex Sacerdote said he expects Anthropic PBC ...
Hedge fund managers and other investors are gathered at a conference in Montreal to pitch the next big thing, and everything from artificial intelligence, biotech and gold mining was on the table Thursday. Whale Rock Capital Management LLC founder and chief executive officer Alex Sacerdote said he expects Anthropic PBC ...
L’intelligence artificielle au cœur des discussions
La Presse | June 4, 2026
The elephant in the room was artificial intelligence and the topic was quickly addressed at the second edition of the Sohn Montreal Investment Conference, an event during which influential asset managers take turns on stage to present their best investment ideas in 15 minutes each. The name of SpaceX, the American manufacturer of ...
The elephant in the room was artificial intelligence and the topic was quickly addressed at the second edition of the Sohn Montreal Investment Conference, an event during which influential asset managers take turns on stage to present their best investment ideas in 15 minutes each. The name of SpaceX, the American manufacturer of ...
Sohn Montreal 2026: Converium’s Aaron Stern on Avoiding Falling Knives
HFA Staff | June 3, 2026
Sohn Montreal 2026 is coming up on June 4, and before the event, Hedge Fund Alpha caught up with Aaron Stern of Converium Capital, who serves on the host committee for Sohn Montreal. He shared his insights on preparing an idea to present at conferences like Sohn, how to avoid falling knives ...
Sohn Montreal 2026 is coming up on June 4, and before the event, Hedge Fund Alpha caught up with Aaron Stern of Converium Capital, who serves on the host committee for Sohn Montreal. He shared his insights on preparing an idea to present at conferences like Sohn, how to avoid falling knives ...
Sohn Montreal Announces Ticket Sales and Speaker Lineup for 2nd Annual Investment Conference to Be Held on June 4th
Business Wire | January 22, 2026
Second annual event brings leading global investors to Montreal in support of pediatric hospitals. The second annual Sohn Montreal Investment Conference, presented by Converium Capital and Richter in association with National Bank of Canada ...
Second annual event brings leading global investors to Montreal in support of pediatric hospitals. The second annual Sohn Montreal Investment Conference, presented by Converium Capital and Richter in association with National Bank of Canada ...
Articles from our 2025 event:
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Sohn Montreal Investment Conference Announces Speaker Lineup for Inaugural May 2025 Event
Business Wire | February 18, 2025
Conference to Convene Influential Investors and Allocators from Across North America on May 28, 2025.Proceeds to Benefit Two Pediatric Hospitals in Greater Montreal. The Sohn Montreal Investment Conference ...
Conference to Convene Influential Investors and Allocators from Across North America on May 28, 2025.Proceeds to Benefit Two Pediatric Hospitals in Greater Montreal. The Sohn Montreal Investment Conference ...
Inaugural Sohn Montreal Investment Conference to Convene Leading Investors and Allocators on May 28, 2025
Business Wire | October 10, 2024
The Sohn Investment Conference comes to the historic city of Montreal for the first time. All proceeds to benefit Montreal’s two pediatric hospitals. The Inaugural Sohn Montreal Investment Conference, presented by Converium Capital and Richter ...
The Sohn Investment Conference comes to the historic city of Montreal for the first time. All proceeds to benefit Montreal’s two pediatric hospitals. The Inaugural Sohn Montreal Investment Conference, presented by Converium Capital and Richter ...
