Alex Sacerdote of Whale Rock Capital

Alex Sacerdote is the founder and portfolio manager of Whale Rock Capital Management, a $1 billion global long/short equity manager focused on the technology, media and telecom (TMT) sectors. Prior to founding Whale Rock, Mr. Sacerdote was an analyst and sector…

East Coast Asset Management

Christopher M. Begg, CFA, is the Chief Executive Officer, Chief Investment Officer, and Co-Founder of East Coast Asset Management. Prior to co-founding East Coast, Chris served as a Portfolio Manager and Research Analyst at Moody Aldrich Partners and a Portfolio Manager at Boston…

Ed Bosek of BeaconLight

Ed Bosek is the founder and managing partner of BeaconLight Capital, a $250 million global long/short equity fund. Before founding BeaconLight, Ed was a partner at Atticus Capital.

Graham & Doddsville (G&D): Could you start off by telling us about your…

Josh Resnick

Josh Resnick is the founder and managing partner of Jericho Capital, a hedge fund focused on investing primarily in the global technology, media and telecommunications sectors. Josh founded Jericho Capital in 2009 with $36 million in assets under management and has grown the fund to $2 billion. Before…

Kingstown Capital Management

Michael Blitzer and Guy Shanon are the Managing Partners of Kingstown Capital, a value-oriented investment partnership that focuses on special situation securities across the capital structure. The firm was founded in 2006 with strategic backing from Gotham Capital and currently…

Jared Friedberg of Mercator

Jared Friedberg is the Founder & Portfolio Manager of the Mercator Fund and the Managing Partner of Sycale Advisors. Jared was previously Co-Founder and Partner of Compass Global Investments LLC, a single- family investment company based in New York. Prior to Compass, Jared was a…

Rupal Bhansali of Ariel Investments

Rupal J. Bhansali is executive vice president of Ariel Investments, a money management firm headquartered in Chicago, Illinois with offices in New York and Sydney. The firm offers six no-load mutual funds for individual investors and defined contribution plans as…

Harvey Sawikin

Harvey Sawikin co-founded Firebird Management in 1994 and is lead manager of Firebird’s Eastern Europe and Russia funds. He also serves on the Management Boards of the Amber private equity funds. Before founding Firebird, he was a clerk on the U.S. Court of Appeals and an M&A specialist at the law…

Simeon Wallis of ValorBridge Partners

ValorBridge Partners, a private holding company founded in 2004, owns, operates or is an active investor in several private companies; it is also a passive investor in a select few private companies as well as opportunistically invests in publicly traded…

First Eagle Investment Management

Matthew McLennan and Kimball Brooker are the heads of the Global Value Team at First Eagle Investment Management. Matt joined First Eagle Investment Management in 2008. He started his career with Queensland Investment Corporation (Australia) in 1991. In 1994, he joined…