Freestone Grove Partners

Daniel Morillo, Freestone’s Co-Founder and Head of Quantitative Strategies, addressed some of the important misconceptions when it comes to AI and investing at the recent Bloomberg Invest conference. Watch the discussion here: https://lnkd.in/gXDdmbSc

We are thrilled to welcome Ravi Paidipaty, Deputy Chief Investment Officer for Freestone Grove Partners, to the 2024 SohnSF Investment Conference. With over 15 years of experience in the long/short equity industry, Paidipaty has held senior roles at some of the most prestigious firms, including Surveyor Capital and Farallon Capital Management, where he was a Partner and investment committee member. Paidipaty’s impressive journey also includes being a founding partner of XN, a hybrid public/private hedge fund. His career is marked by his dedication to building high-performance investment teams and refining rigorous, repeatable investment processes. He holds a BA in Ethics, Politics & Economics from Yale University and an MBA from Harvard Business School. Register here: https://lnkd.in/ghbcbZ6 #SohnSF #SohnSF24 #bestideas #SohnConferenceFoundation

Freestone Grove Partners Deputy CIO Ravi Paidipaty joined Edward Young and Lindsey Reardon on stage at the NIRI 2024 Annual Conference for a conversation moderated by Mark Pellegrino. The group had an insightful discussion centered on the critical importance of building long-term relationships between investors and corporate management, including the most effective ways to ensure high-quality engagement.

Freestone Grove Partners Co-Founder and Head of Quantitative Strategies Daniel Morillo joined Claudia Perlich on stage at the Bloomberg Invest conference for an interesting conversation moderated by Katie Greifeld. Daniel tackled important topics, including how we balance human and machine capabilities within our investment process and where we see the largest potential impact of AI. Watch the discussion here: https://lnkd.in/gXDdmbSc

Freestone’s model fully integrates fundamental insights and quantitative capabilities. Todd K. Barker our CEO & CIO discussed the importance of this at the Milken Institute Global Conference Watch the discussion here: https://lnkd.in/e3TNbFfN

Freestone’s CEO and CIO Todd K. Barker took the stage alongside James Chen, Andrew Fishman, Bernie Ahkong and Gregory Bond for a discussion led by Edward Bury on the role of multi-managers in today’s environment. Todd discussed the investment opportunities that today’s higher rate environment provides, the advantages of constructing a durable multi-manager platform and the importance of developing the next generation of portfolio managers.

At the Milken Institute Global Conference, our CEO and CIO Todd K. Barker shared the importance of talent development at Freestone, where we strive for unique idea identification, improved processes and, ultimately, personal and organizational durability.

Freestone’s CEO and CIO, Todd K. Barker, joined Kelly Granat, George Maris and Pedro Furtado Reis on stage at the Milken Global Conference. Bloomberg’s Romaine Bostick, CFA led the group in a lively discussion across a wide range of topics including the importance of active investing in today’s public markets, benefits of incorporating quantitative capabilities into investment processes, misnomers about crowding and the nuances of the multi-manager landscape. Watch the replay if you missed it! https://lnkd.in/e3TNbFfN

Freestone’s Deputy Chief Investment Officer, Ravi Paidipaty, joined Christian Jensen, Jeff Wang and Samantha Lau on the Investor Panel at Citi’s Becoming a Public Company Conference. Geoff Feldkamp led an interesting discussion on the important factors late-stage private companies should consider as they navigate the IPO market.

We were honored to have Freestone’s CEO and CIO, Todd K. Barker participate in the “Perspectives from the Buy Side” panel hosted by Bank of America at their annual Investor Relations Insights Conference. Todd joined Brian Kumf, Mike Rockefeller and Leslie Eisen in a lively discussion moderated by Paul D. Van Cura on the importance of corporate access. As our teams conduct deep fundamental analysis, it is critical to seek to maintain long-term, mutually beneficial partnerships with corporate management teams.