Karthik Sarma
SRS Investment Management

Karthik is probably the best-known of the three managers. He founded SRS in 2007 and runs $1.2 billion for a very high-quality client base. Karthik was one of the senior investors at Tiger Global for 5 years and is very highly regarded by his peers. SRS's returns have been strong and amazingly consistent, and his bottom-up research is just about the best we've seen. He invests globally, with a strong focus outside the US (India, China, Korea), and with differentiated expertise in high-growth industries (like technology, media and gaming). Not that you will struggle to fill seats, but people will be excited to see Karthik present - he's one of the brighter lights of his generation, and he will do a great job.

Conferences:

Fall 2011 - October 26

Past Conference Speakers

GO TO: A B C D E F G H I J K L M N O P R S T V W X Y Z

A
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Abrams, David - Abrams Capital, LLC

Ackman, William A. - Pershing Square Capital

Adams, John - Emeritus Professor of Geography, University College London

Aitken, James - Aitken Advisors, LLP

Akre, Chuck - Akre Capital Management

Alexander, Seth - MIT Investment Management Company

Anderson, Keith - Anderson Global Macro, LLC, Chairman and Chief Investment Officer

Arnott, Rob - Research Affiliates, Chairman

Aronson, Theodore - Aronson+Johnson+Ortiz

Aronstein, Michael C. - Preservation Group, LLC

Asness, Ph.D., Clifford S. - AQR Capital Management, LLC, Managing and Founding Principal

Avery, Dennis T. - Author

Ayer, James - Tiedemann/Ayer

B
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Banerji, Anirvan - Economic Cycle Research Institute

Bass, Kyle - Hayman Capital Management, Managing Member

Battleson, Wendy - Art Strategy Partners

Beach, Bryan - Stansberry Research

Ben-Ur, David - Corbin Capital Partners

Berg, Gilchrist - Water Street Capital

Bernstein, William - Efficient Frontier Advisors

Bessent, Scott - Key Square Group

Bianco, James - Bianco Research, LLC

Black, Conrad

Bobrow, Barry - Wachovia Corp.

Bogle, John C - The Vanguard Group, Inc.

Boland, John - Remnant Partners

Bonderman, David - TPG Capital

Bregman, Steven - Horizon Kinetics, President, Co-Founder

Bronstein, Keith - TradeLink, LLC

Brosens, Frank - Taconic Capital Partners

Burbank, John - Passport Capital, LLC

Burn, Christopher - Coxe Advisors, LLC

Byrd, Frank - Fielder Capital Group, LLC

Byrne, John J. (Jack) - White Mountains Insurance Group

C
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Cannell, J. Carlo - Cannell Capital Management

Cantor, Mitch - Mountain Lake Investment Management

Casares, Wences - Xapo

Chancellor, Edward - Financial Historian

Chanos, James S. - Kynikos Associates, L.P., Founder and Managing Partner

Chiappinelli, Peter - Grantham, Mayo, Van Otterloo & Co.

Chilton, Jr., Richard L. - Chilton Investment Co.

Chu, Charlene - Autonomous Research

Cochrane, John H. - The University of Chicago Booth School of Business

Cohen, Martin - Cohen & Steers Capital Management

Cohodes, Marc - former managing partner of Copper River Management

Cole, Christopher - Artemis Capital Management

Cooperman, Leon - Omega Advisors, Inc.

Costantini, Giulia - Art Strategy Partners

Coxe, Don - Coxe Advisors, LLC

Curnutt, Dean - Macro Risk Advisors

D
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D'Alessandro, David - CMDTY Capital Management, LP

Daniels, Francis - Anibok Investment Research Chambers

Deden, Anthony - Edelweiss Holdings, Ltd., Chairman on the Executive Committee

Derman, Emanuel - Columbia University & Prisma Capital Partners

Diamond, Bob - Atlas Merchant Capital, Founder and CEO

Dias, Anne - Aragon Global Holdings

Dimon, Jamie - JPMorgan Chase & Co.

Divecha, Arjun - Grantham, Mayo, Van Otterloo & Co.

Dizard, John - The Financial Times

Doppstadt, Eric - Ford Foundation

Doyle, Mark - Sterling Grace Municpal

Druckenmiller, Stanley - Duquesne Family Office, LLC

Dudley, William - Federal Reserve Bank of New York

Duffy, Kevin - Bearing Asset Management

Dunbar, Nicholas - Risk Magazine

E
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Egan, Sean - Egan-Jones Rating Co.

Einhorn, David - Greenlight Capital, Inc.

Eisman, Steven - FrontPoint Partners

El-Erian, Mohamed - Harvard Management Co.

Ely, Bert - Ely & Company, Inc.

Erickson, Monica - DoubleLine Capital, L.P.

Eveillard, Jean-Marie - Arnhold & S. Bleichroeder Advisors, LLC - First Eagle Funds

F
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Falls, Amy - Rockefeller University

Farrell, Michael - Annaly Mortgage Management

Farrell, Bob - former head of research at Merrill Lynch

Feldman, Robert C. - Weil, Gotshal & Manges

Ferrari, Ph.D., Leonard A. - Naval Posgraduate School

Fidalgo, Miguel - Triarii Capital Management, LP

Fieler, Sean - Equinox Partners, LP

Fisher, Peter R. - Tuck School of Business at Dartmouth

Flatt, Bruce - Brookfield Asset Management, Inc.

Fleckenstein, William - Fleckenstein Capital, Inc.

Flowers, J. Christopher - J.C. Flowers & Co.

Frey, Felix - Options Consulting Group, LLC

Fridson, CFA, Martin - Lehmann Livian Fridson Advisors LLC, CIO

Friedman, Joshua - Canyon Partners, LLC

Friend, Robert - Recon Capital, LLC

Fuss, Daniel - Loomis, Sayles & Co.

G
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Galbraith, Steve - Herring Creek Capital Management, Managing Member

Gallagher, Thomas - ISI Group, Inc.

Gayner, Thomas - Markel Corp.

Gelernter, David - Yale University

Goehring, Leigh R. - Chilton Investment Co.

Goldstone, Larry - Thornburg Mortgage

Grant, James - Grant's Interest Rate Observer

Grantham, Jeremy - Grantham, Mayo, Van Otterloo & Co.

Gray, Jonathan - Blackstone Group

Greenberg, Maurice - C.V. Starr and Company

Greenig, Ph.D., Douglas - Greenwich Capital Markets

Greenspan, Alan - Greenspan Associates

Greenwald, Bruce - Columbia Business School

Grice, Dylan - Calderwood Capital

Gross, Bill - Janus Capital

Gundlach, Jeffrey E. - Doubleline, Chief Executive Officer & Chief Investment Officer

Gutfreund, John H. - Gutfreund & Company

H
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Hague, Ian - Firebird Management

Hale, Jr., Martin - Hale Capital Partners

Hall, Andrew - Phibro, Inc.

Hamburger, John - Restaurant Finance Monitor

Hanke, Steve H. - professor The Johns Hopkins University

Harkins, Michael - Levy, Harkins & Co.

Hartnett, Michael - BofA Merrill Lynch Global Research

Haskell, John - Explorador Capital Management

Hathaway, John - Tocqueville Asset Management

Hendry, Hugh - Eclectica Asset Management, CIO and Founder

Hess, Lisa W. - SkyTop Capital Management

Hill, Karl - Country Bank Co.

Hill, Charles L. - Thomson Financial

Hoisington, Van R. - Hoisington Investment Management

Horan, Hubert - Hubert Horan Aviation Consulting

Hughes, John - Quantum Capital Management, LLC

Hunt, Lacy - Hoisington Investment Management Co.

Hyman, Ed - Evercore ISI

I
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Isaac, Paul J. - Arbiter Partners Capital Management

J
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Jacobs, Sy - JAM Partners, LP

Jakurski, André - JGP Global Gestao de Recursos

K
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Kasriel, Paul L. - The Northern Trust Company

Katz, Michael - Glenrock Global Partners

Kelly, Mitchell - Anaconda Capital Management

Kelton, Stephanie - Stony Brook University

King, Mervyn - former governor of the Bank of England

Klarman, Seth - The Baupost Group, L.L.C., President and CEO

Klody, CFA, Mathew T. - MCN Capital Management, LLC, Managing Partner

Knapp, Robert - Ironsides Partners

Kovner, Bruce - Caxton Alternative Management

L
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La Nasa, III, Joseph - Serengeti Asset Management, Managing Partner

Lampert, Eddie - ESL Investments, Inc.

Landis, Kevin - Firsthand Capital Management

Langone, Ken - Invemed Associates

Lassonde, Pierre - Franco-Nevada Corp., Chairman

Lawler, M.D., Ph.D., Joseph - JFL Capital Management, LLC

Leder, Michelle - Footnoted.com

Lehrman, Lewis E. - L.E. Lehrman & Co.

Leibowitz, Martin - Morgan Stanley, Managing Director

Levenson, Thomas - Massachusetts Institute of Technology, author of

Levenson, Carol - Gimme Credit Publications

Lewis, Hunter - Author

Lewitt, Michael - Harch Capital Management

Lipper, Steve - Royce & Associates

Lipton, Martin - Wachtell, Lipton, Rosen & Katz

Litinsky, James H. - JHL Capital Group LLC

Lonski, John - Moody's Investors Service

Lukacs, John - Author

Lusman, Joel - Lusman Capital Management

M
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Marks, CFA, Howard S. - Oaktree Capital Management, LP, Co-Chairman

Martin, R. Brad - RBM Venture Company

Maxey, Henry - Ruffer LLP

Mayer, Martin - Author,

McEwen, Robert - Goldcorp, Inc.

McKenna, Francine - MarketWatch

McQuarrie, Edward - Leavey School of Business at Santa Clara University

Mikhailovich, Simon A. - Tocqueville Bullion Reserve

Mikuni, Akio - Mikuni & Co., Ltd.

Miller, William - Legg Mason Fund Adviser

Miller, Steven - Standard and Poor's

Millstein, Jim - Millstein & Co.

Mindich, Eric - Eton Park Capital Management

Mindich, Jeremy - Scopia Capital, LLC

Minerd, Scott - Guggenheim Partners

Moffett, Craig - MoffettNathanson, LLC, Partner and Senior Research Analyst

Montier, James - GMO

N
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Napier, Russell - Orlock Advisors

Ney, Keith - Carmignac

Novogratz, Michael - Galaxy Investment Partners

O
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O'Connor, Jerry - O'Connor Capital Partners

P
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Pan, Vivian - Hamlin Capital Management

Partnoy, Frank - University of San Diego

Paulson, John - Paulson & Co., Inc.

Peabody, Charles - Ventana Capital

Pellegrini, Paolo - PSQR Management, LLC

Pickens, T. Boone - BP Capital

Porter, Alex - Porter Felleman, Inc.

Price, Michael - MFP Investors

R
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Rasmussen, Dan - Verdad Advisers

Redleaf, Andy - Whitebox Advisors, LLC

Reik, Trey - Bristol Investment Partners, CIO

Richardson, Kennedy - Fidelity Investments

Rickards, James - JAC Capital Advisors, Partner

Robertson, Julian - Tiger Management Corp.

Rocha, Bruno - Dynamo Capital, LP

Rogers, James - Author

Rohatyn, Felix - Lazard, Ltd.

Rollert, Jeffery - ALM Advisors

Rosenberg, David - Gluskin Sheff + Associates

Rosenberg, Joe - Loews Corporation, Chief Investment Strategist

Rosenwald, James - Rosenwald Capital Management

Rowe, Frederick - Greenbrier Partners, Ltd.

Royce, Charles - Royce & Associates

S
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Sandor, Ph.D., Richard - Environmental Financial Products

Sarma, Karthik - SRS Investment Management

Saul, Bob - GMO Renewable Resources, Director Domestic Forestry Investments

Scaramucci, Anthony - SkyBridge Capital

Schiff, David - Schiff's Insurance Observer

Schwarzman, Stephen A. - Blackstone Group, Chairman and CEO

Senor, Dan - Elliott Management

Sherman, David - Cohanzick Management

Shilling, Ph.D., A. Gary - A. Gary Shilling & Co.

Simon, Jr., William E. - William E. Simon & Sons

Singer, Paul E. - Elliott Management Corp.

Smith, Randy - Alden Global Capital

Souza, Cristiano - Dynamo Capital, LP

Sprayregen, James - Kirkland & Ellis, LLP

Stahl, Murray - Horizon Asset Management, Inc.

Stephens, Bret - The Wall Street Journal

Stevenson-Yang, Anne - J Capital Research

Stinchcombe, Kai - True Link Financial

Stockman, David A. - Former Director of the Office of Management and Budget, 1981-85

Succo, John - Alpha Investments of New York

Suria, Ravi - Duquesne Capital Mangement

Sussman, Donald - Paloma Partners

Swensen, David - CIO, Yale University

Sylla, Richard - Professor Emeritus of Economics at the Stern School of Business

T
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Taleb, Nassim Nicholas - Empirica, LLC

Tarrant, Jeffrey - Protege Partners

Thiel, Peter - Clarium Capital

Thompson, Cullen - Bienville Capital Management

Thorn, Jon - India Capital Management

Tisch, James - Loews Corporation

Trennert, Jason DeSena - Strategas Research Partners, LLC

V
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Volcker, Paul A. - Chariman Federal Reserve 1979 - 1987

Volent, Paula - Bowdoin College

W
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Wachenheim, III, Ed - Greenhaven Associates

Wadhwaney, Amit - Third Avenue Management

Walsh, Timothy M. - Division of Investments, State of New Jersey, Director

Walter, Carl E. - Author

Warsh, Kevin - Hoover Institution

Weinstein, Boaz - Saba Capital Management

Weiss, Adam - Scout Capital

Werner, Mark - Pierpont Securities, LLC

Whitman, Martin J. - Third Avenue Management

Whitney, Meredith - Meredith Whitney Advisory Group, LLC

Wien, Byron - The Blackstone Group

Winters, David - Franklin Mutual Advisers, LLC

Wolf, Martin - Financial Times

Wright, Logan - Rhodium Group

X
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Xiaosheng, Chen - SYWG Research & Consulting, Co.

Y
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Yoo, Simon - Green Visor Capital Management Company, LLC

Yusko, Mark W. - Morgan Creek Capital Management, CEO and Chief Investment Officer

Z
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Zell, Sam - Equity Group Investments

Zelman, Ivy - Zelman & Associates

Zervos, David - Jefferies & Company

Upcoming Conferences

October 19, 2021 - New York

Past Conferences & Presentations

View >

Past Speakers

View >

Past Conference Books

Lost in Math: How Beauty Leads Physics Astray
By Savine Hossenfelder

Floored!: How a Misguided Fed Experiment Deepened and Prolonged the Great Recession
By George Selgin

Trump, the Blue-Collar President
By Anthony Scaramucci

Finance and Philosophy: Why We’re Always Surprised
By Alex J. Pollock

John Law: A Scottish Adventurer of the Eighteenth Century
By James Buchan

More Past Conference Books >

What You'll Get...

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Analysis both micro and macro
Ideas both long and short across a range of asset classes
35+ years of archived material --yours to browse for free
Speculation about the future informed by knowledge of the past
Writing you’d read for pleasure alone.

Follow Grant's

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on Twitter! @GrantsPub

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Stack Trace

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	at coldfusion.bootstrap.BootstrapFilter.doFilter(BootstrapFilter.java:46)
	at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:193)
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	at org.apache.catalina.core.StandardContextValve.invoke(StandardContextValve.java:96)
	at org.apache.catalina.authenticator.AuthenticatorBase.invoke(AuthenticatorBase.java:493)
	at org.apache.catalina.core.StandardHostValve.invoke(StandardHostValve.java:140)
	at org.apache.catalina.valves.ErrorReportValve.invoke(ErrorReportValve.java:81)
	at org.apache.catalina.valves.RemoteIpValve.invoke(RemoteIpValve.java:685)
	at org.apache.catalina.core.StandardEngineValve.invoke(StandardEngineValve.java:87)
	at com.seefusion.SeeFusionValve.invoke(SeeFusionValve.java:52)
	at org.apache.catalina.connector.CoyoteAdapter.service(CoyoteAdapter.java:355)
	at org.apache.coyote.ajp.AjpProcessor.service(AjpProcessor.java:510)
	at org.apache.coyote.AbstractProcessorLight.process(AbstractProcessorLight.java:66)
	at org.apache.coyote.AbstractProtocol$ConnectionHandler.process(AbstractProtocol.java:800)
	at org.apache.tomcat.util.net.NioEndpoint$SocketProcessor.doRun(NioEndpoint.java:1471)
	at org.apache.tomcat.util.net.SocketProcessorBase.run(SocketProcessorBase.java:49)
	at java.util.concurrent.ThreadPoolExecutor.runWorker(ThreadPoolExecutor.java:1149)
	at java.util.concurrent.ThreadPoolExecutor$Worker.run(ThreadPoolExecutor.java:624)
	at org.apache.tomcat.util.threads.TaskThread$WrappingRunnable.run(TaskThread.java:61)
	at java.lang.Thread.run(Thread.java:748)

Karthik Sarma
SRS Investment Management

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Karthik SarmaSRS Investment Management

Conferences:

Past Conference Speakers

A Back to Top

B Back to Top

C Back to Top

D Back to Top

E Back to Top

F Back to Top

G Back to Top

H Back to Top

I Back to Top

J Back to Top

K Back to Top

L Back to Top

M Back to Top

N Back to Top

O Back to Top

P Back to Top

R Back to Top

S Back to Top

T Back to Top

V Back to Top

W Back to Top

X Back to Top

Y Back to Top

Z Back to Top

Upcoming Conferences

Past Conferences & Presentations

View >

Past Speakers

View >

Past Conference Books

What You'll Get...

Follow Grant's

Archives

View the Grant's Archives

Error Executing Database Query.

Karthik Sarma
SRS Investment Management

A
Back to Top

B
Back to Top

C
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D
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E
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F
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G
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H
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I
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J
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K
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L
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M
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N
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O
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P
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R
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S
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T
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V
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