Agenda subject to change. Please check back for updates and speaker additions.
Click here to download the agenda.
JULY 17, 2013
7:30 - 8:20 a.m. BREAKFAST AND REGISTRATION
8:20 - 8:30 a.m. WELCOME
Master of Ceremonies: Tyler Mathisen, Co-Anchor, "Power Lunch" and Vice President, Strategic Editorial Initiatives, CNBC
Diane E. Alfano, Chairman, Institutional Investor
Mark Hoffman, Chief Executive Officer and President, CNBC
8:30 - 9:15 a.m. KEYNOTE PRESENTATION
Speaker TBA
9:15 - 9:45 a.m. THE GLOBAL STAGE
As deleveraging and debt continue to dominate headlines, there is no lack of negative news across the financial world. But, in an era of more pitfalls than windfalls, where are the world's best investors finding opportunities? What is next on the global stage and how can you profit from it?
Panelists:
Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset Management
David McCormick, Co-Chief Executive Officer, Bridgewater Associates
Jane Mendillo, President & CEO, Harvard Management Company
Richard Perry, Chief Executive Officer, Perry Capital
9:45 - 10:15 a.m. ALPHA AGITATOR
Nelson Peltz, Founding Partner, Trian Fund Management. L.P.
10:15 - 10:45 a.m. POWERING AMERICA
What are the investment implications for the explosion of energy sources in America? What are the likely political and economic outcomes of increased oil, gas and hydraulic fracturing? Will nuclear power and sustainable energy gain enough momentum to cause real change? What are the best power plays for smart institutional allocators?
Panelists:
Clint Carlson, President, Carlson Capital
Andrew Feldstein, CEO & Chief Investment Officer, BlueMountain Capital Management
Gumersindo Oliveros, CEO & CIO, King Abdullah University Endowment
10:45 - 11:15 a.m. COFFEE BREAK
11:15 - 11:45 a.m. THE GREAT ROTATION
Two years ago analysts began predicting a major move from bonds back into equities as investors who had fled the stock market after the financial crisis returned in droves. The Great Rotation, however, has been slow to materialize. Is the 30-year secular bull market in bonds really over? And if so, what can investors do to make money in a rising interest rate environment?
Panelists:
Gregory J. Fleming, President, Morgan Stanley Investment Management
Joshua S. Friedman, Co-founder, Co-chairman and Co-CEO, Canyon Partners
Michael Hintze, Founder & CEO, CQS
Andrew J.M. Spokes, Managing Partner, Farallon Capital Management
11:40 a.m. - 12:45 p.m. MY NEW BEST IDEA
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.
Panelists:
Jim Chanos, President and Founder, Kynikos Associates
Leon G. Cooperman, Chairman and Chief Executive Officer, Omega Advisors
Chris Hohn, Founder, Managing Partner & Portfolio Manager, The Children's Investment Fund Management
Mark Kingdon, Founder and President, Kingdon Capital Management
12:45 - 2:30 p.m. LUNCHEON WITH KEYNOTE
Speaker TBA
Introduced by: M. Barry Bausano, President - Deutsche Bank Securities Inc. and Global Head Prime Finance, Deutsche Bank
2:30 - 3:00 p.m. KEYNOTE PRESENTATION
Speaker TBA
3 - 3:30 p.m. HEALTH CARE, WEALTH AND HAPPINESS
Three years after being signed into law by President Obama, the Affordable Care Act is set to change the investment landscape, reducing the number of uninsured Americans while raising the cost of providing health care coverage for many companies. We'll explore the winners and losers under Obamacare in the search for "Affordable" alpha.
Panelists:
Jacob Gottlieb, Managing Partner and CIO, Visium Asset Management, LP
Kris Jenner, Senior Partner, Rock Springs Capital
Larry Robbins, Founder, Glenview Capital
3:30 - 4 p.m. COFFEE BREAK
4 - 4:30 p.m. KEYNOTE PRESENTATION
Speaker TBA
4:30 - 5 p.m. GLOBAL ASSET BUBBLE
The wisdom of crowds is popular - except when it comes to investing. When the masses rush into comparable trades and trends, the result is diminished returns and compromised capacity. As top investors seek the holy grail of non-correlated returns, how are they angling to strike first and avoid the crowds?
Panelists:
Michael Novogratz, Principal & Director, Fortress Investment Group
Michael Sacks, Chairman, CEO and Managing Director, Grosvenor Capital Management
Brian Taylor, Founding Partner, CEO & Chief Investment Officer, Pine River Capital Management
David Villa, Chief Investment Officer & Chairman, Wisconsin Investment Board
5 - 5:45 p.m. TECHNOLOGY TITANS: REWIRING THE WORLD
From incubators and accelerators to apps and websites that wow, technology is constantly evolving and disrupting every aspect of our day-to-day lives. Our illustrious panel of legendary investors and visionaries will teach us how the technology industry is rewiring our world.
Panelists TBA
5:45 p.m. COCKTAIL RECEPTION