
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
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Upcoming Conferences
October 20, 2020 - New York
Past Conferences & Presentations
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Past Speakers
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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...
- Clear and unconventional thinking
- 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.
