Delivering Alpha 2011

  • Looking to Deliver Alpha: Here Are Six Really Big Ideas
    By: Jeff Cox
    Wednesday, 14 Sep 2011 | 6:20 PM ET

    From individual companies to finding value in the aftermath of the housing market, there are still a plethora of ways to find value for investors. Here are six innovative ideas presented by a panel at the Delivering Alpha conference.

  • Delivering Alpha

    The US economy is being held back in part by political problems that are complicating an array of other forces that have conspired against growth, US Treasury Secretary Tim Geithner said.

  • Delivering Alpha

    One of the most interesting portions of Treasury Secretary Tim Geithner's interview with CNBC's Jim Cramer was Geithner's take on European banks.

  • Not All Investors Think China Is in a Bubble
    By: Jeff Cox
    Wednesday, 14 Sep 2011 | 4:11 PM ET
    James S. Chanos

    The Chinese economy can well absorb the rapid growth in its housing industry, according to one investor who disagrees with widely followed hedge fund manager Jim Chanos' position that a bubble is forming there.

  • Meredith Whitney

    An economy under constant barrage from housing, price inflation and debt concerns actually has created investment opportunities, banking analyst Meredith Whitney said.

  • Entitlement Cuts Needed, But Who Has Guts to Do It?
    By: Jeff Cox
    Wednesday, 14 Sep 2011 | 12:59 PM ET
    Jon Corzine

    "Entitlements absolutely have to be addressed in a way that I would have been uncomfortable talking about as an elected official," says former New Jersey senator and governor Jon Corzine.

  • Delivering Alpha: Solving the Deficit Problem Wednesday, 14 Sep 2011 | 11:08 AM ET
    Delivering Alpha: Solving the Deficit Problem

    Solutions and analysis of the biggest issue facing the U.S. economy: the country's crippling deficit, with CNBC's Steve Liesman; Jon Corzine, MF Global CEO; Damon Silvers, AFL-CIO director of policy and special counsel; Emil Henry, Henry Tiger, LLC; and Thomas F. Steyer, Farallon Capital Management, LLC, sr. managing member.

  • Delivering Alpha - presented by CNBC and Institutional Investor

    Geithner's performance arguably far and away was his best in quite some time, with him sounding more substantive than political and because he spoke as if he was intent on inspiring confidence in the financial markets, something the markets need in a Treasury Secretary.

  • For Greater Growth, Look Beyond BRICs: Fund Founder
    By: Jennifer Leigh Parker, |Writer,
    Wednesday, 14 Sep 2011 | 1:06 PM ET

    While there are reasons to be bullish now on emerging markets, future opportunities turn to non-BRIC countries.

  • China: Bubble or Bonanza? Wednesday, 14 Sep 2011 | 6:07 AM ET
    China: Bubble or Bonanza?

    Weighing in on whether there is an actual bubble in China or an over-heated market, with James Chanos, Kynikos Associates president/founder, who adds there is a lot of fraud happening in the country.

  • Hedge-Fund Managers Talk About Obama's Tax Hike Plan Wednesday, 14 Sep 2011 | 12:01 PM ET
    President Barack Obama

    Many of the hedge fund managers at the Delivering Alpha conference are not pleased with Barack Obama's proposal to raise taxes on carried interest. But they're hardly panicking about it either.

  • Larry Fink: A Man Without A Business Card Wednesday, 14 Sep 2011 | 11:52 AM ET
    Larry Fink

    Shortly after the panel on "The End of America," BlackRock chairman and chief executive Larry Fink was chatting with a much younger man in the back of the ballroom.

  • businessman_counting_money_200.jpg

    The debate circles around one fundamental point: when it comes to justifying fees, hedge fund size matters.

  • Kicking Greece Out of Euro Is Not Rational: Fink
    By: Jennifer Leigh Parker, |Writer,
    Wednesday, 14 Sep 2011 | 9:45 AM ET
    Larry Fink

    Hitting on the European nerve that is Greece, BlackRock CEO Larry Fink explains why the negative impact of a potential default is being underestimated.

  • Does the Deficit Matter? Three Quick Takes
    By: CNBC
    Wednesday, 14 Sep 2011 | 8:20 AM ET

    What can be done about the ballooning U.S. deficit? Here's a preview of what three panelists are going to say.

  • Ackman to Reveal Investment at 'Delivering Alpha' Wednesday, 14 Sep 2011 | 5:50 AM ET

    Bill Ackman can always be relied on to provide a little excitement in investing circles. His lunchtime presentation at CNBC and Institutional Investor’s Delivering Alpha conference today will be no exception. The founder and CEO of hedgefund Pershing Square Capital Management will unveil his latest investing idea.

  • American Economic Decline? Exaggerated
    By: Mark Koba
    Monday, 12 Sep 2011 | 4:29 PM ET

    Despite the laundry list of troubles—and constant predications of an American decline— many analysts say the U.S. is far from losing its ranking as the number one economy on the globe.

  • Post-Crisis, Nimble Hedge-Fund Strategies Survive
    By: Jennifer Leigh Parker, |Writer,
    Monday, 12 Sep 2011 | 4:29 PM ET

    The financial crisis of 2008 was a turning point for the hedge fund industry. More than 200 funds went out of business, but recent evidence suggests that could be changing.

  • Bubble Fears Cooling in Emerging Markets
    By: Mark McLaughlin
    Monday, 12 Sep 2011 | 4:29 PM ET

    Emerging markets are being called upon to do the global economy’s heavy lifting, causing some investors to rush into the asset class, while giving others pause that a bubble is beginning to form.

  • traders_NYSE_happy4_200.jpg

    At Wednesday's CNBC-sponsored Delivering Alpha investor conference in New York, a wide swath of experts will converge to talk about how to survive and thrive in such a difficult environment.

  • Is China Headed for a Crash? Not Yet, Say Observers
    By: Alex Frew McMillan, Special to
    Monday, 12 Sep 2011 | 4:29 PM ET

    China continues to post some of the fastest rates of growth in the world. But even that may not be enough to prevent the world’s second-largest economy from running into trouble.

About the Conference

  • Delivering Alpha: Live Blog
    Tuesday, 13 Sep 2011 | 10:20 AM ET

    The biggest names in the hedge fund and investor communities, as well as influential political and economic leaders, will gather at this one-day event to discuss the strategies for global investment success. CNBC reports live with all the latest news.

  • Delivering Alpha Agenda Thursday, 28 Jun 2012 | 10:24 PM ET


  • Who's Delivering Alpha?
    By: By Jennifer Leigh Parker for
    Monday, 12 Sep 2011 | 4:19 PM ET
    Many of the world’s most powerful hedge fund managers are gathering under one roof this fall for the much-anticipated  conference in Manhattan. The hot topic on the agenda – apart from emerging markets, credit yields, and commodities futures – will be to see who’s really delivering alpha. The metric used to measure a portfolio manager’s added value; “Alpha” is also a way for managers to size each other up. Alpha is all about outperforming your benchmark, be it the volatile stock market, or simpl

    Many of the conference attendees are considered industry icons for outperforming their peers. Click to see the Hedge Fund elite, and how much money they’re managing.