Author Topic: Two recent articles by Francois Rochon  (Read 25262 times)

VersaillesinNY

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Re: Two recent articles by Francois Rochon
« Reply #50 on: April 09, 2020, 07:28:34 AM »
Interesting to see that Giverny hired David Poppe from Ruane Cunniff & Goldfarb in order to launch a new investment firm. It will give wings to Giverny's US operations.
My guess is that David Poppe had a one year non compete agreement after leaving RCG, where he worked for almost 20 years.



stahleyp

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Re: Two recent articles by Francois Rochon
« Reply #51 on: May 22, 2020, 06:20:54 PM »
Interesting to see that Giverny hired David Poppe from Ruane Cunniff & Goldfarb in order to launch a new investment firm. It will give wings to Giverny's US operations.
My guess is that David Poppe had a one year non compete agreement after leaving RCG, where he worked for almost 20 years.


Letter posted.

https://static1.squarespace.com/static/5e8f1f2a9432801293f6439e/t/5e8f6c4e02b8fa04bead5904/1586457686283/GCAM+initial+letter+2020-03-27.pdf

You would think someone like this would start a hedge fund rather than working for someone else. Yeah, he had a huge blow up...but so do a lot of these guys.
Paul