I will spend the rest of the week attending the 5th annual SALT conference at the Bellagio Hotel in Las Vegas. This is the preeminent 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 Wednesday, 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.
SALT is organized by my friend, Anthony Scaramucci, managing partner of SkyBridge Capital, which manages and advises $6.9 billion of hedge fund assets. Among the listed speakers are Dr. Doom, Nouriel Roubini, Clintons chairman of the Council of Economic Advisors, Dr. Laura Tyson, former CIA director, Leon Panetta, an ex prime minister of Israel, Ehud Barak, and hedge fund legends Leon Cooperman of Omega, and Daniel Loeb of Third Point. The actor, Al Pacino, will also be there too.
I can?t tell you who I will be meeting with, or I will have to kill you. 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 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 1,800 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.