Phil King from Regals Funds Mgt - Nickle Mines and short...

Phil King from Regals Funds Mgt - Nickle Mines and short Polynovo
Emma Fisher from Airlie Funds Mgt - Mineral Resources
JB from Tribeca - A2M
Allan Goldstein from Cooper Investments - Fortive
Andrew Macken from Montaka Global Investments - Floor & Decor and short Sports Direct
Nick Griffen from Munro Partners - The Trade Desk
Hamish Corlett from TDM Growth Partners - Spotify
Babak Poushanchi from Cota Capital (USA) - SmartSheet
Catherine Wood from ARK Invest (USA) - Tesla
Markus Bihler from Builders Union (UK) - Wizz.lse
Seth H Fischer from Oasis Mgt (HK) - Sanken.jpx
Beeneet Kothari from Tekne Capital Mgt (USA) - GDS

Hamish Douglass was a host not stock picker but did mention that he liked China Technology stocks. His fund is long Alibaba.
Robert Kapito who heads BlackRock, worlds biggest fund mgr, gave a great wrap up, and was generally upbeat about the markets.
Ray Dalio and Howard Marks however were very cautious. Howard fears when he hears "But it's different this time".

Top pick from last year was PagSeguro Digitial Ltd by Beeneet Kothari from Tekne Capital Mgt, up 97%.
His pick this year GDS does data centres in China. The top 5 stocks from last year are up 66%.

There is a listed investment cpy for the best selections from the conference. HM1 is the ticker.
It was the best performing LIC in Australia last 12 months, up 20%

I would name my top 3 this year as A2 (of course), Spotify and GDS