投资决策与愿景回顾
主持人: 也许你可以跟我们稍微分享一下，你是如何挑选我们这些路演讲者的，以及你对这个活动的愿景是什么。我的意思是，对于你们当中任何参与过 Ira Sohn 的人来说，这位先生因为癌症过早地离开了我们，他的家人创办了这个名为 Sohn Foundation（索恩基金会）的组织，他们会举办这个活动。活动最开始是在林肯中心举办的，他们会邀请这些基金经理。所以当时我还像个年轻的风险投资人，我收到了这个邀请，然后在 2015 年来到了纽约的林肯中心。我当时说，Amazon（亚马逊）将会成为一家市值万亿美元的公司，结果我被全场嘲笑。Uh, David Einhorn（大卫·艾因霍恩）是我的朋友，但他当时完全错了，他说：“我了解万亿美元市值的公司。这绝不是一家万亿美元的公司。” 他错了。结果证明这是一次非常棒的押注。后来我回去了。在 2016 年，我投了 Tesla（特斯拉）。我们选择了可转换债券。然后在 2017 年，我心想：“好吧，这就是我的代表作了。”然后我说：“AI 是未来。” 接着我选中了 Box。我当时想，如果我当初选了 Nvidia（英伟达），我就会成为爱尔兰的传奇人物，我就可以直接退休了。不管怎样，我们想要重塑 Ira Sohn 活动，开始邀请这些做出伟大决策的杰出经理人，他们为他们的 LP（有限合伙人）赚了一大笔钱。他们没有得到应有的关注度，所以这只是一个去认识这些名字的机会。你不必在 CNBC 上看到他们。你会在这里越来越频繁地看到他们。我们可以在这里畅所欲言。
Original English
Host: Maybe you could tell us a little bit about how you selected our presenters and your vision for this. I mean for any of you guys who've been involved in Ira, this is a gentleman that passed away from cancer far too young and his family created this thing called the sone foundation and they would host this event and it started in Lincoln Center and they would ask these managers and so at the time I was like a young venture investor and I got this invite and I showed up in New York at Lincoln Center in 2015 and I said Amazon's going to be a trillion dollar company and I was laughed out of the room. Uh David Einhorn, who's a friend of mine, but who was totally wrong, said, "I know trillion dollar companies. This is not a trillion dollar company." Wrong. It turned out to be a great bet. I went back. I did Tesla in 2016. We picked the converts. And then in 2017, I was like, "All right, this is my this is this is it. This is my magnumopus." And I said, "AI is the future." And then I picked box. I was like, if I had just picked Nvidia, I would have been an Irish legend legend and I could have retired. Anyway, so we wanted to recreate Iris and start to get these great managers who are making great picks, making a ton of money for their LPs. They don't get the distribution and so it's just a chance to like get to know some of these names. You don't have to see them on CNBC. You'll see them here more and more often. And we can just get to Opine.
制作人员: 播放视频。
Original English
Crew: Roll the video.
The Best Ideas Pitch 介绍
旁白: 是的。女士们先生们，欢迎来到最佳创意路演（The Best Ideas Pitch）。让我们认识一下我们的参赛者。
Original English
Narrator: Yeah. Ladies and gentlemen, welcome to the best ideas pitch. Let's meet our contestants.
参赛者A: 任何人都应该能够随时随地，7x24小时全天候地在世界上任何地方交易任何资产，只需要网络连接和口袋里的一部手机。
Original English
Contestant A: Anyone should be able to trade any asset anywhere in the world, anytime, 24/7, with just an internet connection and a phone in their pocket.
参赛者B: 我们在这里正从零开始建立一个全新的金融系统。
Original English
Contestant B: We're building a new financial system from the ground up here.
参赛者C: 人们将会想要拥有股票，这将会非常有趣。在接下来的几年里，公司将进行创新，创造产品和应用，这就是像我们这样的多空基金经理可以发挥作用的地方。
Original English
Contestant C: People are going to want to own equities, and it's going to be fun. In the next couple years, companies going to innovate and create products and applications, and that's where hopefully long short managers like us can
最终评选与颁奖环节
主持人A: 明天再做吧。
Original English
Host A: it tomorrow.
嘉宾A: 免费。好吧，行。他非常自在。
Original English
Guest A: Free. Okay, fine. He's extremely comfortable.
主持人A: 那是大卫和我。
Original English
Host A: That's David and I.
嘉宾B: 是大卫和你。但让我们给他们看看我们是如何模拟这个的。我们做了一个长长的...
Original English
Guest B: It's David and you. But let's show them how we modeled this. We just did a long
嘉宾C: 这让人很不舒服。我们将它多保持五秒钟。
Original English
Guest C: This is uncomfortable. And we hold it for five extra seconds.
主持人A: 在2分钟时，你会释放催产素。这就来了。
Original English
Host A: At 2 minutes, you get the release of oxytocin. There it is.
主持人B: 好的。所以，先生们，就是这个了。你们有结果了吗？继续说。观众奖。
Original English
Host B: Okay. So, gentlemen, this is it. Do you guys have the results? Go ahead. Audience award.
主持人A: 观众奖。所以，基于来自观众的 150 票，呃，我是不是直接从四念到一？
Original English
Host A: Audience award. So, based on 150 votes from the audience, uh, do I just go four to one?
嘉宾A: 从四到一。
Original English
Guest A: Four to one.
主持人A: 从四到一更令人兴奋。
Original English
Host A: Four to one is more exciting.
嘉宾A: 好的。第四名，呃，获得 5% 选票的是 Kyle Sani。
Original English
Guest A: Okay. Fourth place, uh, with 5% of the vote was Kyle Sani.
主持人B: 好的。做得好，上榜了。
Original English
Host B: Okay. Well done on the board.
主持人A: 一个非常接近的第二名。
Original English
Host A: A very close second place.
嘉宾A: 不，第三名。第三名。
Original English
Guest A: No, third. Third.
主持人A: 第三名，获得 21% 的选票。Oleg rock。
Original English
Host A: Third place with 21% of the vote. Oleg rock
嘉宾A: leg。哦，天哪，我们正在逼近了，伙计们。非常激动人心。
Original English
Guest A: leg. Oh boy, we're closing in here, guys. Very dramatic.
主持人A: 还有以 50% 票数的人是谁。第二名是谁。
Original English
Host A: And with 50 50% who's number two.
嘉宾A: 我把这个交给你。不，你现在念第一名。
Original English
Guest A: I'm going to go to you. No, you say number one now.
主持人A: 好的。好的。
Original English
Host A: Okay. Okay.
嘉宾A: 不。好吧。好吧，抱歉。是的，你是对的。以 24% 的选票获得第二名的是...
Original English
Guest A: No. Okay. Well, sorry. Yeah, you're right. With 24% of the vote in second place,
主持人A: 代表 MGM 的 Aaron Cowan。第一名，获得 50% 的选票，Dan Drafus！
Original English
Host A: Aaron Cowen for MGM. NUMBER ONE WITH 50% of the vote. Dan Drafus.
嘉宾B: 哇。难以置信。为他欢呼吧。做得好。不过现在是最佳创意奖。
Original English
Guest B: Wow. Unbelievable. Give it up. Nicely done. Now the bestie though.
主持人B: 等等，我们在颁发最佳创意奖之前，你现在赢得了这个奖感觉如何？把奖杯递给他。你们看起来好不自在。
Original English
Host B: Wait, hold on before we do the bestie. How do you feel right now having won this? Pass him the award. You guys look so uncomfortable.
嘉宾A: 你们真的...这非常...
Original English
Guest A: You guys are really It's very
主持人B: 但是把他的奖杯递给他一会儿，让他拿着。
Original English
Host B: But pass him his award for a second and let him hold it.
嘉宾A: 给这座奥斯卡奖。
Original English
Guest A: Give it academy award.
主持人A: 感谢每一个让你走到今天的人。
Original English
Host A: Thank everybody how you got to this place.
嘉宾A: 说两句吧。我拿到了我的奖。我拿到了我的龙舌兰酒。
Original English
Guest A: Say a few words. I got my award. I got my tequila.
获奖者: 谢谢。
Original English
Winner: Thank you.
主持人A: 给你。好的。干得好。
Original English
Host A: There you go. All right. Well done.
主持人B: 好的。现在...好的。
Original English
Host B: Okay. Now Okay.
嘉宾A: 那就是那个奖。四，三，二，一。这边的结果相对类似。第四名是 Kyle Simmani。好的。
Original English
Guest A: That's the award. 4 3 2 1. It's uh relatively similar here. Uh fourth place was Kyle Simmani. Okay.
主持人A: 第三名是 Oleg。
Original English
Host A: Third place was Oleg.
嘉宾A: 第二名 Dan Drafus。第一名 Aaron Cowen。大冷门。推翻了观众的投票结果。
Original English
Guest A: Second place Dan Drafus. First place Aaron Cowen. Big upset. Flip the audience vote.
主持人A: 事情就是这样。
Original English
Host A: There you go.
嘉宾A: 好的。所以 MGM 赢了。
Original English
Guest A: All right. So MGM wins.
主持人B: 好的。
Original English
Host B: All right.
嘉宾A: 谢谢伙计们。
Original English
Guest A: Thanks guys.
主持人A: 这真是太棒了。
Original English
Host A: This was amazing.
嘉宾A: 好的。感谢你们所有人的参与。
Original English
Guest A: All right. Thank you all for participating.
主持人A: 非常感谢。
Original English
Host A: Thank you very much.
嘉宾A: 非常感谢你们的到来，我们下次再见。我要全押了（All in）。
Original English
Guest A: Thank you so much for coming and we'll see you next I'm going all in.