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Delivering Alpha 2014 Agenda

We are thrilled to host the 4th annual Delivering Alpha conference at The Pierre, bringing together the most important players in asset management tackling the critical issues facing investors in today's economy. Please continue to check back for updates. Download the 2014 agenda.

JULY 16, 2014


8:20 - 8:30 a.m. WELCOME
Master of Ceremonies: Tyler Mathisen, Co-Anchor, "Power Lunch" and "Nightly Business Report", CNBC
Diane Alfano, Chairman, Institutional Investor
Mark Hoffman, President, CNBC

8:30 - 9:05 a.m. KEYNOTE
Jacob J. Lew, The 76th United States Secretary of the Treasury
Interviewed by Jim Cramer, Host of "Mad Money w/ Jim Cramer" & Co-Anchor of "Squawk on the Street," CNBC

*Please note: Doors will close at 8:20 a.m. sharp. No one will be permitted to enter or exit once the Treasury Secretary arrives. Doors will reopen at the conclusion of the opening keynote address.

9:05 - 9:35 a.m. THE GLOBAL STAGE
Political unrest, monetary policy maneuvers, market uncertainty. Navigating an ever-changing investment landscape. We'll gather a group of world-class investors to debate and discuss opportunities and challenges across the globe.
Moderator: Kelly Evans, Co-Anchor, "Closing Bell", CNBC
Lee Ainslie, Chief Executive Officer, Maverick Capital
Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset Management
Paul Marshall, CIO and Chairman, Marshall Wace
Jane Mendillo, President and Chief Executive Officer, Harvard Management Company

9:35 - 10:00 a.m. KEYNOTE
Ken Griffin, Founder and Chief Executive Officer, Citadel
Interviewed by: Kate Kelly, Wall Street Reporter, CNBC

10:00 - 10:30 a.m. COFFEE BREAK

10:30 - 11:15 a.m. BEST IDEAS
We've asked some of the world's most renowned investors to share their best, most actionable ideas. Where should you put your next dollar? Find out here.
Leon G. Cooperman, Chairman, Omega Advisors
Larry Robbins, Founder, Portfolio Manager and Chief Executive Officer, Glenview Capital Management
Michael Novogratz, Principal and Director, Fortress Investment Group

11:15 a.m. - 11:50 a.m. KEYNOTE
Stanley Druckenmiller, Founder, Duquesne Capital & Chief Executive Officer, Duquesne Family Office
Interviewed by: Joe Kernen, Co-Anchor "Squawk Box", CNBC

11:50 a.m. 12:20 p.m. DELIVERING DIGITAL ALPHA
The best investors can envision what others cannot. Led by Re/code's Kara Swisher, this all-star panel separates signal from noise, filtering an increasingly crowded and euphoric space for the best ideas and trends in technology.
Moderator: Kara Swisher, Co-Executive Editor, Re/code
Jim Breyer, Founder and Chief Executive Officer, Breyer Capital and Partner, Accel Partners
Shana Fisher, Managing Partner, High Line Venture Partners
Additional panelists to be announced

12:20 - 2:20 p.m. LUNCHEON WITH KEYNOTE
Chris Christie, the 55th Governor of New Jersey
Introduced by: M. Barry Bausano, President – Deutsche Bank Securities Inc. and Co-Head Markets Prime Finance, Deutsche Bank
Interviewed by: John Harwood, Chief Washington Correspondent, CNBC

2:20 - 2:50 p.m. KEYNOTE
John Paulson, Founder and Managing Partner, Paulson & Co. Inc.
Interviewed by: Melissa Lee, Host of "Fast Money" & "Options Action," CNBC

A new generation of Alpha hunters share their top picks.
Moderator: Michael Peltz, Editor, Institutional Investor Magazine Group
• Josh Birnbaum, Chief Investment Officer, Tilden Park Capital Management
• Deepak Gulati, Chief Investment Officer, Argentière Capital
• Jeffrey Smith, Managing Member, Chief Executive Officer and Chief Investment Officer, Starboard Value

3:30 - 4:00 p.m. THE ACTIVIST AGENDA
Moderator: Andrew Ross Sorkin, Co-Anchor "Squawk Box", CNBC
Ken Moelis, Chairman and Chief Executive Officer, Moelis & Company
Nelson Peltz, Founding Partner and Chief Executive Officer, Trian Fund Management

4:00 - 4:30 p.m. COFFEE BREAK

4:30 - 5:15 p.m. KEYNOTE
Carl Icahn, Chairman, Icahn Enterprises
Interviewed by: Scott Wapner, Host, "Fast Money Halftime Report," CNBC

5:15 - 5:45 p.m. MYSTERY GUEST


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  • Delivering Alpha unfiltered: Global Opportunity

    Complete video of Andrew Ross Sorkin's panel on how to navigate the wide array of global investment challenges that investors face featuring Chris Ailman, Mary Callahan Erdoes, Eric Mindich and Richard Perry.

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