Delivering Alpha 2011
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Ackman, CEO of the hedge fund Pershing Square Capital, is basing the bet on a belief that Hong Kong will allow its currency to appreciate by 30 percent against the U.S. dollar.
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From individual companies to finding value in the aftermath of the housing market, there are still a plethora of ways to find value for investors. Here are six innovative ideas presented by a panel at the Delivering Alpha conference.
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The US economy is being held back in part by political problems that are complicating an array of other forces that have conspired against growth, US Treasury Secretary Tim Geithner said.
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One of the most interesting portions of Treasury Secretary Tim Geithner's interview with CNBC's Jim Cramer was Geithner's take on European banks.
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The Chinese economy can well absorb the rapid growth in its housing industry, according to one investor who disagrees with widely followed hedge fund manager Jim Chanos' position that a bubble is forming there.
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An economy under constant barrage from housing, price inflation and debt concerns actually has created investment opportunities, banking analyst Meredith Whitney said.
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"Entitlements absolutely have to be addressed in a way that I would have been uncomfortable talking about as an elected official," says former New Jersey senator and governor Jon Corzine.
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Solutions and analysis of the biggest issue facing the U.S. economy: the country's crippling deficit, with CNBC's Steve Liesman; Jon Corzine, MF Global CEO; Damon Silvers, AFL-CIO director of policy and special counsel; Emil Henry, Henry Tiger, LLC; and Thomas F. Steyer, Farallon Capital Management, LLC, sr. managing member.
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Geithner's performance arguably far and away was his best in quite some time, with him sounding more substantive than political and because he spoke as if he was intent on inspiring confidence in the financial markets, something the markets need in a Treasury Secretary.
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For Greater Growth, Look Beyond BRICs: Fund FounderBy: Jennifer Leigh Parker, |Writer, CNBC.com
While there are reasons to be bullish now on emerging markets, future opportunities turn to non-BRIC countries.
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Weighing in on whether there is an actual bubble in China or an over-heated market, with James Chanos, Kynikos Associates president/founder, who adds there is a lot of fraud happening in the country.
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Many of the hedge fund managers at the Delivering Alpha conference are not pleased with Barack Obama's proposal to raise taxes on carried interest. But they're hardly panicking about it either.
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Shortly after the panel on "The End of America," BlackRock chairman and chief executive Larry Fink was chatting with a much younger man in the back of the ballroom.
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The debate circles around one fundamental point: when it comes to justifying fees, hedge fund size matters.
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Kicking Greece Out of Euro Is Not Rational: FinkBy: Jennifer Leigh Parker, |Writer, CNBC.com
Hitting on the European nerve that is Greece, BlackRock CEO Larry Fink explains why the negative impact of a potential default is being underestimated.
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What can be done about the ballooning U.S. deficit? Here's a preview of what three panelists are going to say.
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Bill Ackman can always be relied on to provide a little excitement in investing circles. His lunchtime presentation at CNBC and Institutional Investor’s Delivering Alpha conference today will be no exception. The founder and CEO of hedgefund Pershing Square Capital Management will unveil his latest investing idea.
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Despite the laundry list of troubles—and constant predications of an American decline— many analysts say the U.S. is far from losing its ranking as the number one economy on the globe.
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Post-Crisis, Nimble Hedge-Fund Strategies SurviveBy: Jennifer Leigh Parker, |Writer, CNBC.com
The financial crisis of 2008 was a turning point for the hedge fund industry. More than 200 funds went out of business, but recent evidence suggests that could be changing.
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Bubble Fears Cooling in Emerging MarketsBy: Mark McLaughlin
Emerging markets are being called upon to do the global economy’s heavy lifting, causing some investors to rush into the asset class, while giving others pause that a bubble is beginning to form.
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At Wednesday's CNBC-sponsored Delivering Alpha investor conference in New York, a wide swath of experts will converge to talk about how to survive and thrive in such a difficult environment.
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Is China Headed for a Crash? Not Yet, Say ObserversBy: Alex Frew McMillan, Special to CNBC.com
China continues to post some of the fastest rates of growth in the world. But even that may not be enough to prevent the world’s second-largest economy from running into trouble.
About the Conference
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Delivering Alpha: Live BlogBy: CNBC.com
The biggest names in the hedge fund and investor communities, as well as influential political and economic leaders, will gather at this one-day event to discuss the strategies for global investment success. CNBC reports live with all the latest news.
Slideshow
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Who's Delivering Alpha?By: By Jennifer Leigh Parker for CNBC.com
Many of the conference attendees are considered industry icons for outperforming their peers. Click to see the Hedge Fund elite, and how much money they’re managing.