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Delivering Alpha 2013 Agenda

The 2013 Agenda will be posted shortly.

2012 AGENDA

7:30 Breakfast and Registration

8:20 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 Keynote Presentation

  • Timothy Geithner, 75th United States Secretary of the Treasury
  • Interviewed by: Larry Kudlow, Anchor, "The Kudlow Report", CNBC

9:15 Global Opportunities

There is no lack of distressing news from Spain to Shanghai. Yet the best investors in the world are expected to produce returns in any environment. Where do the opportunities lie – and how can investors capitalize on them?

Panelists:

  • Peter L. Briger, Jr., Principal and Co-Chairman, Fortress Investment Group LLC
  • Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset Management
  • Jane Mendillo, President and Chief Executive Officer, Harvard Management Company
  • Richard Perry, Chief Executive Officer, Perry Capital

10:00 Emerging Markets & The Next Frontier

Beyond emerging markets—frontier investing—boldly going where few investors have gone before—fueled by plentiful commodities, a strengthening consumer class and healthy exports… the myth of global decoupling is falling apart.

Moderator: Michelle Caruso-Cabrera, Chief International Correspondent, CNBC

Panelists:

  • Afsaneh Mashayekhi Beschloss, President and Chief Executive Officer, The Rock Creek Group
  • Jim Leech, President and Chief Executive Officer, ONTARIO TEACHERS' PENSION PLAN
  • Nathan B. Sandler, Co-Founder and Managing Partner, ICE Canyon LLC


10:30 Coffee Break

11:00 A Drop in the Bucket: The Trillion Dollar Shortfall

As people live longer, spend more and save less, the looming pension crisis has inspired calls for reform and rebellion. How can we close the gap before we fall off a cliff?

Moderator: Michael Peltz, Editor, Institutional Investor Magazine Group

Panelists:

  • Clifford S. Asness Ph.D., Managing and Founding Principal, AQR Capital Management
  • Damon A. Silvers, Director of Policy and Special Counsel, AFL-CIO
  • Lawrence Schloss, Chief Investment Officer & Deputy Comptroller for Asset Management, The City of New York
  • Ashbel Williams, Executive Director and Chief Investment Officer, Florida State Board of Administration (SBA)

11:40 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.

Moderator: Maria Bartiromo, Anchor, "Closing Bell with Maria Bartiromo" and Anchor/Managing Editor of the nationally syndicated "Wall Street Journal Report with Maria Bartiromo", CNBC

Panelists:

  • Jim Chanos, President and Founder, Kynikos Associates
  • Leon G. Cooperman, Chairman and Chief Executive Officer, Omega Advisors
  • Andrew Feldstein, Chief Executive Officer and Chief Investment Officer, BlueMountain Capital Management
  • Robert S. Kapito, President, BlackRock, Inc.
  • Kathleen Kelley, Chief Investment Officer, Queen Anne's Gate Capital Management LLC


12:30 Luncheon with Keynote: Henry R. Kravis
, Co-Chairman and Co-CEO, KKR

  • Introduced by: M. Barry Bausano, President - Deutsche Bank Securities Inc., Global Head Prime Finance, Deutsche Bank
  • Interviewed by: Andrew Ross Sorkin, Co-Anchor, "Squawk Box", CNBC

2:00 Less Than Zero

The hunt for yield is putting a squeeze on investors. With low interest rates here for the foreseeable future, where can you make money now?

Moderator: Gary Kaminsky, Capital Markets Editor, CNBC

Panelists:

  • Gregory J. Fleming, President, Morgan Stanley Investment Management
  • Marc Lasry, Co-Founder and Chief Executive, Avenue Capital
  • Bruce Richards, President and Chief Executive Officer, Marathon Asset Management


2:30 Keynote Address

  • Preet Bharara, United States Attorney - Southern District of New YorK
  • Interviewed by:Jim Cramer, Host "Mad Money with Jim Cramer" and Co-Anchor "Squawk on the Street", CNBC

3:15 Coffee Break

3:45 American Agenda

Two former U.S. Treasury Secretaries, who also happen to be former chairmen of Goldman Sachs, take the stage for an unprecedented examination of the various challenges and opportunities on the economic and political horizon, with a focus on how investors should navigate them.

Moderator: Steve Liesman, Senior Economics Reporter, CNBC

Panelists:

  • Hank Paulson, Jr., 74th United States Secretary of the Treasury
  • Robert E. Rubin, Co-Chairman, The Council on Foreign Relations and 70th United States Secretary of the Treasury

4:30 Commodities

With crude oil and other commodities in a double-digit slump since early this year, some investors are scrambling to push the reset button. What's the best approach to volatile energy markets? How will geopolitics and stagnant economic growth affect the picture?

  • Moderator: Kate Kelly, Wall Street Reporter, CNBC

Panelists:

  • Dwight Anderson, Managing Partner, Ospraie Management
  • Jennifer Fan, Founder, Arbalet Capital LLC
  • Beau Taylor, Chief Investment Officer, Taylor Woods Capital


5:00 Land Grab

Real estate has long been hailed by investors for its ability to both generate income and grow principal, making it one of the most closely watched markets throughout the world. Although prices seem to have bottomed out in the U.S., real estate in Europe and Asia could still be primed for a fall. So where does the smart money go?

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

Panelists:

  • William Ackman, Founder and Chief Executive Officer, Pershing Square Capital Management LP
  • Jonathan Gray, Head of Global Real Estate, Blackstone Group LP
  • Barry Sternlicht, Chairman and Chief Executive Officer, Starwood Capital Group


5:45 Cocktail Reception