Last night I winged-up with fellow commenter Investor Cluzzo at Pocketchange NYC: Finance Meets Fashion. Investor Cluzzo did a great recap on behalf of Dealbreaker (Bess asked us both to attend, and I can't turn down her beauty or witt). I highly recommend you read his synopsis, but I had to add my two cents on the comment boards:
I'm still waiting to see the Post's recount of the event though. Let's just say Bill Ackman and David Einhorn made appearances and had some great one liners. Whether they saw through my facade (doubtful), didn't think anyone in the post would get my jokes (50/50), or they themselves had no clue what it meant to be "long CDS on interns" or arguing that the "fashion girls must have shopped their ratings around town because there's no way any of them were investment grade" I'll never know.
Also, best exchange from the International Intimates girl:
Girl: "Victoria's Secret outsources 65% of their underwear designs, and do 55% internally."
Me: "Do you mean 65/35 or 55/45?"
Girl: "Oh, yea, 65/45"
Me: "That's still not an option"
Girl: "Why not?"
Girl: Embarrased and clearly still not comprehending why she's wrong "oh yea, haha, totally"
Me: "So which is it then?"
Girl: "What's what?"
Me: "Nevermind. I need a drink."
C'est la vie.