Capitalize for Kids has partnered with the Sohn Conference Foundation to bring a premier investment forum to Canada, bringing together North America's savviest investors to share fresh insights and strategies in support of child health research and treatment.
Becoming a member of Capitalize for Kids allows you to generate alpha not only from the investors conference, but also throughout the year through our research partnerships. Our monthly newsletter "Actionable Alpha" provides the best investment ideas from our research partners, speakers, and select investment managers on an ongoing basis. Beyond the publication, members will be eligible for trial access to several of our partners research services. Please click on the logos below for a description of the research we provide.
Veritas is Canada's largest and most followed independent equity research firm. Used by investors, regulators, and the courts, they write objective fundamental research.
Veritas research, considers all aspects of a company's financial reporting, disclosure, and business model, with a view to capital preservation. A unique forensic accounting-based research approach has proven that a careful understanding of financial information provides the key to a secure investment decision.
Research Veritas only business, which allows for unvarnished advice when others might be conflicted. We are also actively involved in investor education and standard setting.
Despite the abundance of research produced by conventional sell-side research houses, there continues to be corners of the investment landscape that lack deep, insightful analysis. It is within these areas that PCS Research Services seeks to add value for their clients. PCS Research Services represents a select roster of research originators that have been carefully selected for their ability to add value in specific areas of the market that often exhibit inefficiencies.
PCS Research Services has partnered with Capitalize for Kids to provide conference attendees with free trials of several research services. (Standard subscription fees on these services range from $10,000 to $90,000 annually). In order to protect the proprietary nature of these publications, trials will be provided only to employees of registered investment management firms.
Horizon Kinetics was founded on the belief that a short-term investment approach, widely adopted with the modernization of financial markets, produces sub-optimal returns over the long-term. Horizon Kinetics believes that investors are better served by extending their investment time horizon and harnessing the power of compounding. Our investment strategies are driven by our independent, fundamental research and often take contrarian views that seek to take advantage of the short-term focus of the marketplace.
Horizon Kinetics believes requiring research analysts to frame their investment ideas in writing helps to avoid the common behavioral finance error of adjusting one’s investment thesis in response to short-term market price fluctuations.
Height believes capital markets firms should employ a "research first" approach. Today, innovative business models and industries are forming as old ones struggle to reinvent themselves. Equity research at many large, multi-product financial services companies has become an afterthought given the complexities and inherent conflicts of interest in those businesses.
A strong commitment to focused, unbiased research and treating clients as partners are as fundamental to the business today as they were when it first launched. Institutional investors, financial sponsors, and corporations benefit from our years of investment experience analyzing companies and trends within the most regulated segments of the U.S. economy.
SumZero is the world's largest community of investment professionals working at hedge funds, mutual funds, and private equity funds. With nearly 10,000 pre-screened professionals collaborating on a fully-transparent platform, SumZero fosters the sharing of many thousands of proprietary investment reports every year and offers several ancillary services in support of that effort. These free services include capital introduction services, buyside career placement services, media placement, and more. SumZero's membership base is represented by analysts and PMs at nearly all of the world's largest and most prominent investment funds.
Capitalize for Kids members will have access to up to three of the top ranking ideas on the SumZero platform on a monthly basis.
The Horizon Research Group, founded in 1994 and headed by Murray Stahl, consists of ten investment analysts responsible for seven distinct research services. From 1978 to 1994, Murray worked as a portfolio manager and analyst at Bankers Trust Company managing approximately $600 million of individual, trust and institutional client assets. As the senior fund manager, he directed the investments of three of the bank's Common Trust Funds: the Special Opportunity, Utility, and Tangible Assets Funds. He served as a member of the Equity Strategy Group as well as the Investment Strategy Group, which established asset allocation guidelines for the Private Bank and was deeply involved in new product development. Mr. Stahl holds a BA in Computer Science and an MA in Asian History from Brooklyn College, City University of New York, and an MBA from Pace University.
The Institutional Research Group (IRG), an affiliate of PCS Research Services, was formed in January of 2008 to produce investment research focused on "special situation" investments, with a focus on spin-off transactions. IRG collaborates with Murray Stahl and Steven Bregman of the Horizon Research Group in the production of The Spin-Off Report.
Founded in January 2007 by Derek Laake, Voyant Advisors consists of 8 investment professionals seeking to identify publicly traded companies that exhibit significant risk of underperformance over the next 1 to 3 quarters. The service provides rigorous analysis of U.S. listed (Voyant Domestic) and non-U.S. listed (Voyant Global) companies exhibiting evidence of unsustainable revenue and/or earnings due to fundamental business deterioration, competitive landscape challenges, and/or operational inefficiencies.
The highest quality actionable investment ideas, as determined by a panel of distinguished money managers from across North America, will be rewarded with top prizes up to $25,000. Learn More.
Capitalize for Kids is pleased to announce the inaugural Intelligent Investing Challenge: an idea contest for institutional investment professionals. The Challenge seeks to identify actionable investment ideas to be distributed to Capitalize for Kids members throughout the year. Submissions will be accepted between May 1st and July 31st, 2014.
A prominent investment panel will determine the winning investment theses based on ideas with the most compelling risk/reward characteristics over a 12-24 month horizon. By rewarding and disseminating top research, we hope to not only provide actionable ideas but encourage thorough, detailed and supportable investment analysis.
A platform for community leaders to make real, tangible, and visible improvements in the lives of children and staff at the Hospital for Sick Children. This "Capitalize for Kids Nation" provides individuals and businesses with the opportunity to connect, collaborate, and positively impact thousands of young lives.
Capitalize for Kids flows 100% of net proceeds through to the specific causes we have identified as being immediate priorities at the Hospital through our partnership with the SickKids Foundation. No members of the executive committee receive any salary from the the organization. We donate our time and experience as you donate your dollars, a simple gesture we view as the only way to ensure that the maximum difference is made in the lives of children at SickKids.
A donation receipt will be provided for the full value of your contribution.