Delivering Alpha


  • Richard Perry: Japanese bonds are the new subprime Wednesday, 17 Jul 2013 | 10:09 AM ET

    Japan's corporate bond buyers aren't doing the credit work. They're just relying on ratings agencies, hedge fund manager Richard Perry says.

  • Behind the Scenes at Delivering Alpha Wednesday, 17 Jul 2013 | 10:51 AM ET

    John Carney talks about the morning buzz at Delivering Alpha.

  • Jack Lew answers Wall Street's questions  Wednesday, 17 Jul 2013 | 8:45 AM ET

    Treasury Secretary Jack Lew shares his thoughts about financial reforms, Fannie Mae and Freddie Mac, and how well Bernanke handled the economy during the economic crisis, with CNBC's Steve Liesman.

  • Lew: Dodd-Frank helped save the banking system Wednesday, 17 Jul 2013 | 9:26 AM ET

    Treasury Secretary Jack Lew praised the Dodd-Frank banking reform, saying it resolved the too-big-to-fail problem and ensured the future stability of the American financial system.

  • Jack Lew: Dodd-Frank didn't stifle growth  Wednesday, 17 Jul 2013 | 8:27 AM ET

    Harm from the financial crisis was not limited to the U. S., said Treasury Secretary Jack Lew speaking about financial reform at CNBC's Delivering Alpha conference.

  • Chanos: China 'great place to be short'  Wednesday, 17 Jul 2013 | 7:07 AM ET

    The world's largest short-sell, James Chanos of Kynikos Associates, weighs in on why he believes investors are "misled by Chinese GDP numbers," and how he is making money there. And Chanos provides his perspective on the Fed's asset-buying program.

  • Hedge fund founder John Paulson is betting big on the telecom sector and it's paying off big-time. The latest win could be AT&T's $1.9 billion deal for Leap Wireless.

  • Carl Icahn is 77. Big deal Tuesday, 16 Jul 2013 | 2:48 PM ET
    Carl Icahn

    At 77 years old, activist investor Carl Icahn has traded in his axe for a Warren Buffett-like investment style.

  • Debt limit brawl may end Jack Lew's 'quiet period' Monday, 15 Jul 2013 | 12:42 PM ET
    Jack Lew (right) and Fed Chairman Ben Bernanke

    The Treasury secretary has managed to stay mostly in the background during his first few months in office. That may be about to change as a new debt ceiling battle heats up.

  • Stock picking is back, and hedge funds win Thursday, 11 Jul 2013 | 10:57 AM ET

    Life has gotten a bit better for stock pickers. Here's why that's good news for hedge fund managers.

  • Jim Chanos still patiently waiting on HP collapse Friday, 5 Jul 2013 | 10:28 AM ET

    Legendary short seller Jim Chanos of Kynikos is still waiting on a fall for PC maker Hewlett-Packard, despite a rebound in the company's stock.

  • A look inside 'official Washington'  Wednesday, 17 Jul 2013 | 6:40 AM ET

    Mark Leibovich, "This Town" author, explains why he believes Washington is dysfunctional and far from being divided is perhaps a little too connected.

  • Awaiting Bernanke's testimony  Wednesday, 17 Jul 2013 | 6:31 AM ET

    Ian Shepherdson, Pantheon Macroeconomics, provides his perspective on Fed policy and what he expects to hear from Chairman Bernanke today as he heads to Capitol Hill to address members of Congress.

  • Rethinking the Rotation  Wednesday, 3 Jul 2013 | 12:00 AM ET

    As interest rates begin to trend higher, some investors are rethinking their strategy of rotating out of bond and into equities, reports CNBC's Kate Kelly.

  • Delivering Alpha: 2012's best and worst ideas Friday, 28 Jun 2013 | 9:36 AM ET

    Hedge fund titan Leon Cooperman came up with 10 ideas last year and all of the stocks have delivered returns. Will anybody at this year's Delivering Alpha conference match his record?

  • 'Delivering Alpha' preview  Tuesday, 16 Jul 2013 | 12:00 AM ET

    CNBC's Kate Kelly provides a preview of CNBC's "Delivering Alpha" conference tomorrow in New York City, where some of the investment community's top leaders will speak, including keynote presenter Preet Bharara, famed short-seller Jim Chanos and Treasury Secretary Jack Lew.

  • The report card on hedge fund boss Leon Cooperman Thursday, 27 Jun 2013 | 12:23 PM ET
    Leon Cooperman, chairman of Omega Advisors

    Check out last year's top 10 picks from Omega Advisors founder Leon Cooperman and guess what you find? A 31 percent return.

  • Stocks Are Still a Great Long-Term Bet: Robbins Tuesday, 25 Jun 2013 | 1:03 PM ET

    Even with rising interest rates, the stock market is a great place to be for long-term investors, Glenview Capital CEO Larry Robbins told CNBC.

  • What's Leon Cooperman Buying Now?  Wednesday, 19 Jun 2013 | 12:25 PM ET

    Leon Cooperman, Omega Advisors chairman & CEO, discusses what he hopes to hear from the Fed later today, adding there are plenty of stocks out there with more attractive yields than 10-year Treasurys. Cooperman also explains why he filed suit against Tetragon Financial and shares his top stock picks.

  • Student Investors Stay Ahead of the Curve  Tuesday, 30 Apr 2013 | 5:50 PM ET

    Dan McCallister, MBA candidate at the University of San Diego, is the winner of the first ever Institutional Investor All-America Student Analysis Competition.

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