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Video Highlights

  • Delivering Alpha unfiltered: Peltz and Moelis     Monday, 28 Jul 2014 | 12:00 PM ET

    Nelson Peltz and Ken Moelis discuss the state of activist investing with Andrew Ross Sorkin at Delivering Alpha 2014.

  • Hedge fund pay day on Dollar deal     Monday, 28 Jul 2014 | 12:37 PM ET

    Billionaires Carl Icahn, Nelson Peltz and John Paulson are three of the top 5 shareholders in Family Dollar, which is being bought by Dollar General. CNBC's Kate Kelly provides insight on the payout to these shareholders.

  • Choose stocks at 'random': Winton's Harding     Friday, 25 Jul 2014 | 1:45 AM ET

    David Harding, founder and president of Winton Capital Management, says choosing stocks at random can help investors beat the S&P 500.

  • Winton Capital's Harding on stock plunges     Friday, 25 Jul 2014 | 1:45 AM ET

    David Harding, founder and president of Winton Capital Management, discusses how his fund would fare during a crash in stocks.

  • David Harding, founder and president of Winton Capital Management, says he has read all of Michael Lewis' books and agrees that the markets are "rigged" by high frequency trading.

  • Icahn, Ackman, together again     Wednesday, 16 Jul 2014 | 5:16 PM ET

    Carl Icahn, Icahn Enterprises chairman, and Bill Ackman, Pershing Square Capital Management, share the stage to discuss how they've move past their feud over Herbalife.

  • Icahn: Companies not productive enough     Wednesday, 16 Jul 2014 | 4:59 PM ET

    Carl Icahn, Icahn Enterprises chairman, discusses why he feels company boards should not micromanage.

  • Carl Icahn tackles activism criticism     Wednesday, 16 Jul 2014 | 4:48 PM ET

    Icahn Enterprises chairman Carl Icahn weighs in on the criticism of activist investing, with CNBC's Scott Wapner.

  • Icahn Enterprises chairman Carl Icahn discusses the insider trading investigation with CNBC's Scott Wapner.

  • Peltz and Moelis' take on Time Warner, FOX     Wednesday, 16 Jul 2014 | 4:09 PM ET

    Nelson Peltz, Trian Fund Management CEO, and Ken Moelis, Moelis & Company CEO, discuss current M&A activity.

  • Peltz: Still see opportunities     Wednesday, 16 Jul 2014 | 4:06 PM ET

    Nelson Peltz, Trian Fund Management CEO, says the market is more expensive than he would like it to be but still believes there are opportunities in individual names.

  • Peltz's Pepsi challenge for CNBC     Wednesday, 16 Jul 2014 | 4:07 PM ET

    A testy moment at the Delivery Alpha conference when Nelson Peltz, the founding partner and chief executive officer of Trian Fund Management and a major holder of Pepsi, took issue with CNBC's interviews with legendary investor Warren Buffett, a long-time investor of rival Coca Cola.

  • Peltz: Proxy contest with Pepsi?     Wednesday, 16 Jul 2014 | 3:43 PM ET

    Nelson Peltz of Trian Fund Management hinted at the potential for a proxy contest at Pepsi during an interview at the Delivering Alpha conference presented by CNBC and Institutional Investor Wednesday.

  • This young gun says he has a $50 billion idea     Wednesday, 16 Jul 2014 | 3:16 PM ET

    Josh Birnbaum, 41 CIO at Tilden Park Capital Management, is investing in mortgage putbacks, a financial instrument that he believes could produce $50 billion in profits.

  • New Jersey Gov. Chris Christie works the crowd at the Delivering Alpha conference, answering questions ranging from his presidential ambitions to Tesla to the so-called "miracle of New Jersey."

  • Nelson Peltz: Let me tell you about DuPont     Wednesday, 16 Jul 2014 | 4:00 PM ET

    CNBC's Andrew Ross Sorkin speaks to Nelson Peltz, Trian Fund Management CEO, about the complexity of DuPont's business and how simplification could help the company grow.

  • Ken Moelis on investor activism & Herbalife     Wednesday, 16 Jul 2014 | 3:50 PM ET

    CNBC's Andrew Ross Sorkin speaks to Nelson Peltz, Trian Fund Management CEO, and Ken Moelis, Moelis & Company CEO, about the strategy of investor activism and the state of play on Herbalife.

  • Nelson Peltz on BNY Mellon     Wednesday, 16 Jul 2014 | 3:50 PM ET

    CNBC's Andrew Ross Sorkin speaks to Nelson Peltz, Trian Fund Management CEO, about his investment in The Bank of New York Mellon.

  • Nelson Peltz: PepsiCo proxy contest possible     Wednesday, 16 Jul 2014 | 3:44 PM ET

    CNBC's Andrew Ross Sorkin speaks to Nelson Peltz, Trian Fund Management CEO, about breaking up PepsiCo. Peltz says the fight is not over and there still could be a proxy contest.

  • Highlights from Delivering Alpha     Wednesday, 16 Jul 2014 | 3:11 PM ET
    Jack Lew at the 2014 Delivering Alpha conference

    CNBC's Kate Kelly gives the highlights from the Delivering Alpha conference where New Jersey Governor Chris Christie and hedge fund manager John Paulson spoke.

Video Highlights

Delivering Alpha