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Delivering Alpha 2012

  • We acted forcefully early on allegations banks were fixing the Libor interest rate, Treasury Secretary Timothy Geithner said at the second annual CNBC and Institutional Investor's "Delivering Alpha" conference.

  • What Stocks to Buy and What to Avoid: Leon Cooperman Wednesday, 18 Jul 2012 | 12:47 PM ET

    The veteran investing guru and chairman at Omega Advisors believes growth will continue at a modest pace, but stocks will climb because they're underpriced and supported by several factors.

  • Jim Chanos: Hewlett Packard Is 'Ultimate Value Trap' Wednesday, 18 Jul 2012 | 1:22 PM ET

    Chanos said the company has been hiding the true costs of its R&D through acquisitions. Once the costs of these acquisitions are taken into account, revenues and cash flow at the company are “basically flat,” Chanos said.

  • Romney Should Be Proud of Private Equity: Kravis Wednesday, 18 Jul 2012 | 3:22 PM ET
    Henry Kravis

    Private equity kingpin Henry Kravis thinks presidential candidate Mitt Romney doesn't need to apologize for his prominent role in the industry.

  • Surprise! Preet Bharara Is Really Funny Wednesday, 18 Jul 2012 | 5:36 PM ET

    Who would have thought that the man who may be Wall Street’s toughest cop would be the funniest guy at the Delivering Alpha conference?

  • Paulson, Rubin Warn on 'Fiscal Cliff' Dangers Wednesday, 18 Jul 2012 | 5:06 PM ET

    Two Treasury secretaries from two different parties who served under two different circumstances agree on one thing: The U.S. has to, and probably will, avoid the 'fiscal cliff.'

  • BlueMountain: How We Swam With 'London Whale' Wednesday, 18 Jul 2012 | 3:32 PM ET
    JP Morgan Chase in New York City

    BlueMountain Capital Management chief Andrew Feldstein explained how his firm got involved in JPMorgan's disastrous bet on corporate debt.

  • Ackman Takes Activist Stance on P&G Wednesday, 18 Jul 2012 | 5:25 PM ET

    Pershing Square Capital Management founder Bill Ackman told the audience at Delivering Alpha that his fund would take an activist role in Proctor & Gamble.

  • For Hedge Funds, a Half Percent Is the New Move Tuesday, 4 Sep 2012 | 3:56 PM ET

    Wary of geopolitical tumult and eager for their first quiet August in years, some hedge-fund managers scaled back the size and scope of their bets in recent weeks, a pullback that was reflected, say traders, in muted monthly returns.

Delivering Alpha 2012 Advisory Board

  • Afsaneh Mashayekhi Beschloss, President and CEO, The Rock Greek Group

    After a long and successful career on Wall Street, Schloss now works for New York City, where he is deputy comptroller for asset management and chief investment officer for the New York City Retirement System.

  • Ashbel Williams, Executive Director and Chief Investment Officer, Florida State Board of Administration (SBA)

    Williams, executive director and CIO of the Florida State Board of Administration, has spent much of his career in state government, but he's also worked in the hedge fund business in New York.   

  • Jennifer Vaccaro, Director of Institutional Sales, Investec Asset Management

    Vaccaro is director of institutional sales at Investec Asset Management, overseeing new business development in the North America institutional market. She has held senior sales positions at several other firms.

Delivering Alpha 2012 Video

  • Signs that investors are moving out of defensive names like Wal-Mart and Exxon-Mobil and into more risky areas like specialty retail, with David Kotok, Cumberland Advisors and Michael Farr, Farr, Miller & Washington

  • The American Antitrust Institute says that less competition in the airline industry would produce higher fares. Diana Moss, American Antitrust Institute, and Henry Harteveldt, Atmosphere Research Group, discuss.

  • U.S. Attorney for the Southern District of New York Preet Bharara is interviewed by Jim Cramer at the "Delivering Alpha" conference presented by CNBC and Institutional Investor on July 18, 2012 in New York City. This is an unedited video of the complete event.

Delivering Alpha