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Delivering Alpha 2012

  • 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.

  • 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.

  • 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.

  • 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.'

  • 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?

  • 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.

  • 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.

  • 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.

  • 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.

  • Going Long Illiquidity: Blue Mountain's Feldstein Wednesday, 18 Jul 2012 | 1:56 PM ET

    Appetite for liquidity has pushed down yields on the most liquid credit instruments and created value opportunities in less liquid bonds and bank loans, Andrew Feldstein told the CNBC and Institutional Investor Delivering Alpha conference.

  • Tackling America's Public-Pension Time Bomb Wednesday, 18 Jul 2012 | 12:49 PM ET

    The nation's coming public-pension crisis is more a matter of under-funding than generous benefits and poor money management, according to a diverse group of panels at the CNBC-Institutional Investor 2012 Delivering Alpha investment conference in New York.

  • Emerging Opportunities in Emerging Markets Wednesday, 18 Jul 2012 | 10:51 AM ET

    Despite the recent slump in several high-profile emerging markets, the group remains a promising investment opportunity, according to a panel of top money managers at at CNBC-Institutional Investor 2012 Delivering Alpha conference in New York.

  • Time to Start Picking Up European Trash? Wednesday, 18 Jul 2012 | 10:27 AM ET

    The first panel discussion at Delivering Alpha saw a sharp, if polite, divide on the subject of Europe.

  • Pension Chief Says Stocks 'Fairly-Well Priced' Wednesday, 18 Jul 2012 | 8:53 AM ET

    Jim Leech, head of the Ontario Teachers’ Pension Plan, says the plan's portfolio is now 45 percent stocks.

  • Time to 'Separate Men From Boys' in Hedge Funds Monday, 16 Jul 2012 | 12:06 PM ET

    A once-promising year for hedge funds has turned into another trudge through the muck, indicating that it may be time for the industry to rethink the way it does business.

  • Kravis Brought KKR, Private Equity Into Mainstream Tuesday, 17 Jul 2012 | 1:27 PM ET

    Henry Kravis' KKR has developed far beyond traditional private equity; it is now a large, publicly traded, investment firm with diversified businesses that include capital markets and offices around the globe.

  • A Tale of Two Treasury Secretaries Monday, 16 Jul 2012 | 12:16 PM ET

    Hank Paulson and Robert Rubin both ran Goldman Sachs before taking the top Treasury post, but the similarities end there. One's a Republican, the other a Democrat. One's  associated with crisis and hardship, the other with calm and prosperity. Now they'll share a stage together.

  • How Did The Big Ideas of Delivering Alpha 2011 Fare? Monday, 16 Jul 2012 | 1:10 PM ET

    Three of our panelists definitely delivered the goods, with prescient calls on US stocks, value-add consumer goods and Yahoo! Others, however, missed the mark on such things as the Hong Kong dollar and sovereign defaults.

  • Opening Keynote Speaker - Timothy F. Geithner Monday, 16 Jul 2012 | 2:37 PM ET

    The Treasury secretary is one of President Obama's longest-serving Cabinet members and has held key posts at the Federal Reserve and International Monetary Fund.

  • Featured Speaker - Henry R. Kravis Monday, 16 Jul 2012 | 12:04 PM ET
    Henry R. Kravis, Co-Chairman and Co-CEO, KKR

    The co-founder of the trailblazing private-equity firm Kohlberg Kravis Roberts is actively involved in managing the firm famous for its leveraged buyout of RJR Nabisco 25 years ago.

Delivering Alpha

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 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.

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