I often get asked where I obtain the sources for my endless flood of interesting information.
For example, this week I will be meeting with the former leader of the Soviet Union Mikhail Gorbachev, the prime ministers of Greece and Australia, Mohamed El-Erian, formerly the co-head of bond giant PIMCO, Michael J. Fox of Flashboys and Moneyball fame, hedge fund legends Daniel Loeb and Leon Cooperman, leading short seller Jim Chanos, General Keith Alexander of US Cyber Command, oilman T. Boone Pickens, George W. Bush political advisor Karl Rove, former defense secretary Chuck Hegel, former Secretary of State Condoleezza Rice, and comedian Rob Reiner, one of the original actors in All in the Family.
Suffice it to say, I get around a bit.
As I always do at this time of the year, I will be spending the rest of this week attending the 7th annual SALT conference at the Bellagio Hotel in Las Vegas. This is the preeminent annual get together of the major players in the hedge fund industry.
There, I will hook up with readers, consulting clients, old pals and former staff, many of whom now run their own multi billion-dollar hedge funds. I could write a letter entirely composed of tips from my former employees, and it would be a damn fine one too.
On Friday, May 8, I will sneak away for a few hours to present my own Las Vegas Global Strategy Luncheon to a select group of Mad Hedge Fund Trader subscribers. There are still a few tickets available. Just click here to purchase one.
SALT is organized by my old friend, Anthony Scaramucci, managing partner of SkyBridge Capital, which manages and advises over $10 billion of hedge fund assets.
According to the terms of my invitation, I am not permitted to directly quote, record, or photograph any of the speakers. Such an off-the-record format enables them to open up and share thoughts on what?s really happening in today?s complex markets.
But as readers of the Mad Hedge Fund Trader you will greatly benefit from whatever views and hard factual information I pick up in future letters. It is a level of access you can?t obtain elsewhere.
The SkyBridge Alternatives (SALT) Conference is committed to facilitating balanced discussions and debates on macro-economic trends, geo-political events and alternative investment opportunities within the context of a dynamic global economy.
With over 2,000 thought leaders, business professionals, hedge fund managers, and investors from over 26 countries and 6 continents, the SALT Conference provides an unmatched opportunity for attendees from around the world to connect with global leaders and network with industry peers.
Over the course of the program, more than 100 speakers will participate in some three-dozen panels, speeches and breakout sessions that address critical geopolitical and economic issues. The agenda is designed to provide multiple perspectives on a variety of salient topics within the context of a dynamic global economy.
For more information about the SALT Conference, please visit their website at http://www.saltconference.com.
