Quadratic Capital Management's Nancy Davis said the next "big short" is in volatility.
BlackRock's Jeff Shen called machine learning and big data a "huge driver" for the firm's already-enormous assets under management.
Highland Capital Management co-founder Mark Okada talks about Puerto Rico's debt and why it may be best to wait it out before investing.
Before major investors made their presentations, some rising stars shared their best ideas at the Sohn conference
At the Sohn Conference in San Francisco, Highland Capital Management Co-Founder Mark Okada talks about Puerto Rico debt and why it may be best to wait it out before investing.
Bitstamp Chairman Dan Morehead said bitcoin and other digital tokens will likely become assets serious investors will want in portfolios.
Quadratic says these two companies are likely to be sensitive to a Fed cutback on stimulative policies.
Despite the breadth of its business units, Sony has a market value of about $50 billion, around the same size as Activision Blizzard.
Delivery Hero is an online food delivery service that is a leader in 35 of its 43 markets, Kacher says.
Christopher Lord talks about his latest stock picks at the Ira Sohn conference in San Francisco
Richard Marshaal, Senvest Management founder and CEO, who oversees about $1.5 billion in assets, explains why he thinks shares of Insys Therapeutics could sell off.
Debra Fine, Fine Capital Partners founder and president, makes her case for why she thinks Scientific Games could hit $80 a share.
CNBC's Eric Chemi reports on how hedge fund manager David Einhorn's word of warning for companies trying to sound cool at the Sohn Conference earlier this month.
Elliott, the activist hedge fund led by Paul Singer, disclosed a large holding in Athenahealth, which provides electronic-health records.
CNBC's Leslie Picker discusses the markets after yesterday's presentations at the Sohn Investment Conference.
The "Fast Money Halftime Report" traders talk about the Sohn Investment Conference's winning idea with Dylan Adelman, a student at Wharton Business School.
A day after the French presidential election, Davide Serra shared his views on investing in Europe in an exclusive CNBC PRO interview.
Social Capital CEO Chamath Palihapitiya shared his views on IBM and Tesla at the Sohn Conference on Monday.
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