Here's the story so far from Delivering Alpha

Wednesday, 17 Jul 2013 | 2:34 PM ET
Delivering Alpha: NetNet TV debate
Wednesday, 17 Jul 2013 | 1:30 PM ET
CNBC's Jeff Cox and John Carney, and Aaron Task of Yahoo! Finance look at the hedge fund industry, Dodd-Frank, and some of the big shorts investors are making.

Halfway through today's Delivering Alpha conference, I got together with Jeff Cox and Aaron Task of Yahoo Finance to talk about the most compelling moments so far.

We start with Jack Lew, who made his Wall Street debut this morning. Speaking before a finance audience for the first time since becoming Treasury Secretary, the Treasury Secretary defended Dodd-Frank, the Volcker Rule and the new leverage ratio limits. As I point out in the video, he even seemed to aim one of his comments at a very well-known bank CEO. (You'll have to watch to find out which one. Hint: Not Lloyd Blankfein.)

The Taper Freakout also got a lot of play in the early Delivering Alpha sessions. Everyone seemed to agree that the market over-reacted to Ben Bernanke's comments. Cox points out that the market seems to have demonstrated the ability to send the Fed scurrying for cover.

And, finally, we turn to Jim Chanos and broadside against Caterpillar.


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Video Highlights

  • Institutional Investor's Alpha Magazine is out with its annual hedge fund report card. Michael Peltz, Institutional Investor executive editor, provides insight.

  • Treasury Secretary Jack Lew offers a keynote at the Delivering Alpha conference in New Yourk City on July 17th, 2013. Lew says financial reform is imperative and even though a lot has been done already, there's an emerging recognition that a framework will provide stability and eliminate gaps in oversight.

  • As deleveraging and debt 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, with CNBC's Michelle Caruso-Cabrera, Chief International Correspondent; Mary Callahan Erdoes, J.P. Morgan Asset Management; David McCormick, Bridgewater Associates; Jane Mendillo, Harvard Management Company; and Richard Perry, Perry Capital

Delivering Alpha