Delivering Alpha

Delivering Alpha Agenda

Tuesday, September 13, 2016

We are thrilled to host Delivering Alpha at New York City's Pierre Hotel on September 13, 2016, bringing together the most important players in asset management and tackling the critical issues facing investors in today's economy. Click here to download the current 2016 agenda and continue to check back for updates on the 2016 program.

Register today.

7:20-8:20 a.m. REGISTRATION AND BREAKFAST

Breakfast sponsored by: Hospital for Special Surgery

8:20-8:30 a.m. WELCOME

Master of Ceremonies: Tyler Mathisen, Co-Anchor, "Power Lunch" and "Nightly Business Report," CNBC

8:30-9:00 a.m. OPENING KEYNOTE

Jacob J. Lew, The 76th United States Secretary of the Treasury

Moderator:
Steve Liesman, Senior Economics Reporter, CNBC

**Please note: doors will close at 8:20 am 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.

9:00-9:30 a.m. GLOBAL OPPORTUNITIES

From Brexit to Abenomics, the U.S. election and volatile energy markets, the great uncertainty about the international investment landscape has bred opportunity for those ready to make the smart move. Our panel of world-class investors share their actionable ideas.

Panelists:
  • Mark Carhart, Chief Investment Officer and Founding Partner, Kepos Capital
  • Stuart Fiertz, Co-Founder, President and Director of Research, Cheyne Capital Management (UK) LLP
  • Ashbel Williams, Executive Director and Chief Investment Officer, Florida State Board of Administration, SBA

    Moderator: Sara Eisen, Co-Anchor, "Squawk on the Street," and Co-Anchor, "Worldwide Exchange," CNBC

9:30-10:00 a.m. THE ALPHA EXCHANGE

Panelists:

10:00-10:35 a.m. WHAT HAPPENED TO ALPHA?

In an era when so many managers have underperformed–and worse, largely been unable to explain why–has the industry become unhedged … or unhinged? Is there a way forward for smart managers and sophisticated investors to align interests and actually deliver alpha?

Panelists: Moderators:
  • Scott Wapner, Host, "Fast Money Halftime Report," CNBC
  • Michael Peltz, Editor, Institutional Investor Magazine Group

10:35-11:05 a.m. COFFEE BREAK

Coffee break sponsored by: Societe Generale Corporate & Investment Banking

11:05-11:30 a.m. KEYNOTE

Paul E. Singer, Founder and President, Elliott Management

Moderator: Kelly Evans, Co-Anchor, "Closing Bell," CNBC

11:30-12:10 p.m. BEST IDEAS

Delivering Alpha's famed Best Ideas panel will be back with new stock-picking stars and market-moving predictions. We'll hear not only WHAT the world's most successful managers are buying–but WHY.

Idea Generators:
  • Robert Bishop, Founder, Impala Asset Management
  • Jim Chanos, Founder and Managing Partner, Kynikos Associates
  • Bill Miller, Founder, Chairman and Chief Investment Officer, LMM
Respondents:
  • Jim Cramer, Host, "Mad Money w/ Jim Cramer" and Co-Anchor, "Squawk on the Street," CNBC
  • David Faber, Co-Anchor, "Squawk on the Street," CNBC

12:10-2:05 p.m. LUNCHEON WITH KEYNOTE: THE BIG PICTURE

  • Marc Lasry, Chairman, Chief Executive Officer and Co-Founder, Avenue Capital Group
  • Barry Sternlicht, Chairman and Chief Executive Officer, Starwood Capital Group

    Moderator: Michelle Caruso-Cabrera, Chief International Correspondent, and Co-Anchor, "Power Lunch," CNBC

2:05-2:30 p.m. KEYNOTE

Joseph Tsai, Executive Vice Chairman, Alibaba Group

Moderators:
  • Jim Cramer, Host, "Mad Money w/ Jim Cramer" and Co-Anchor, "Squawk on the Street," CNBC
  • David Faber, Co-Anchor, "Squawk on the Street," CNBC

2:30-3:00 p.m. UNYIELDING OPPORTUNITY

Delivering Alpha alumni Leon Cooperman described investing in a bond fund as "bending down to pick up a nickel in front of a steamroller." Yet asset owners still need fixed income allocations, even in yield-challenged environments.

Panelists:
  • Jason Mudrick, Founder and Chief Investment Officer, Mudrick Capital Management, LP
  • Tony Ressler, Co-Founder, Chairman and Chief Executive Officer, Ares Management, L.P.
  • Boaz Weinstein, Founder and Chief Investment Officer, Saba Capital Management, LP

    Moderator: Kate Kelly, Reporter, CNBC

3:00-3:25 p.m. KEYNOTE

David Ganek, Founder and Former Head Portfolio Manager, Level Global Investors

Moderator: Andrew Ross Sorkin, Co-Anchor, "Squawk Box," CNBC

3:25-3:55 p.m. TEAM PLAYERS

Delivering wins! Going from the corner office to the stadium, what's it take to own and manage a professional sports team?

Panelists:
  • Mark Attanasio, Co-Founder and Managing Partner, Crescent Capital Group LP; Chairman and Principal Owner, Milwaukee Brewers
  • Wally Walker, Principal, Hana Road Capital

    Moderator: David Faber, Co-Anchor, "Squawk on the Street," CNBC

3:55-4:25 p.m. COFFEE BREAK

Coffee break sponsored by: PGIM

4:25-4:50 p.m. KEYNOTE

Stephen A. Schwarzman, Chairman, Chief Executive Officer and Co-Founder, Blackstone

Moderator: Becky Quick, Co-Anchor, "Squawk Box" and Anchor, "On the Money," CNBC

4:50-5:20 p.m. KEYNOTE

Carl Icahn, Chairman, Icahn Enterprises

Moderator: Scott Wapner, Host, "Fast Money Halftime Report," CNBC


5:20 pm COCKTAIL RECEPTION

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