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.
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.
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.
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."
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.
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.
CNBC's Andrew Ross Sorkin speaks to Nelson Peltz, Trian Fund Management CEO, about his investment in The Bank of New York Mellon.
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.
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.
John Paulson, founder of hedge fund firm Paulson & Co., said Allergan shares could be worth $222 a share as a result of a potential takeover by Valeant.
U.S. Treasury Secretary Jack Lew tells CNBC that cyber-security is no longer the sole responsibility of IT departments -- CEOs need to focus on 'cyber hygiene' as well. His comments came during an interview with CNBC's Jim Cramer at the Delivering Alpha conference on Wednesday.
CNBC's Michelle Caruso-Cabrera explains why she thinks it's completely "unpatriotic" of Congress that corporations are put in the position they feel they have to move overseas.
Discussing the controversial issue of tax inversions, U.S. Treasury Secretary Jack Lew tells CNBC that U.S. companies should show some "economic patriotism." Lew spoke with CNBC on Wednesday during the Delivering Alpha conference.
New Jersey Governor Chris Christie addresses the disappointment he feels over the bridge scandal that occurred on his watch.
CNBC's John Harwood shares the highlights from New Jersey Governor Chris Christie's comments at CNBC's Delivering Alpha conference.
John Paulson, founder of hedge fund firm Paulson & Co., said corporate merger and acquisition activity "will continue for the foreseeable future."
U.S. Attorney SDNY Preet Bharara, says he doesn't think any institution is inherently corrupt, but corrupt cultures develop in some areas.
U.S. Attorney SDNY Preet Bharara, discusses the objective of the BNP Paribas criminal case.
U.S. Attorney SDNY Preet Bharara, provides insight to some of the most recent insider trading cases, and why some people are still committing this crime.
Full video of CNBC's Scott Wapner's conversation with investor Carl Icahn and mystery guest Bill Ackman at Delivering Alpha 2014.
Complete video of Melissa Lee's one-on-one interview with John Paulson at Delivering Alpha 2014.
Re/code's Kara Swisher sits down Shana Fisher of Highline Venture Partners and Jim Breyer of Accel Partners to discuss investing in the digital space.
Activist investor Trian secured another partial victory on Tuesday by landing a seat on the board of BNY Mellon.
BlackRock's Larry Fink tells CNBC he sees bond yields under pressure in the short term as stocks motor ahead.
The pace of hedge fund failures is picking up after another year of relatively weak returns.