Delivering Alpha

Delivering Alpha 2019 Agenda

Thursday, September 19, 2019

(Download the agenda.)

Breakfast sponsored by Hospital for Special Surgery

Diane E. Alfano, Institutional Investor Chairman and Chief Executive Officer
Satpal Brainch CNBC President, Business News Worldwide
Tyler Mathisen, CNBC "Power Lunch" Co-Anchor and Events Strategy, Vice President

8:35am ET The Chairman
Jay Clayton, United States Securities and Exchange Commission Chairman
Moderator: Andrew Ross Sorkin, CNBC "Squawk Box" Co-Anchor

9:05am ET Where in the World is Alpha?
Escalating trade wars and plunging interest rates have jolted markets and sent the ever-elusive alpha deeper into hiding. So where are the leading global investors looking for opportunities? Which strategies have enough upside to justify their risk profile? These investors, overseeing some of the world's most important pools of capital, will dive into delivering alpha.
Mary Callahan Erdoes, J.P. Morgan Asset & Wealth Management Chief Executive Officer
Luke Ellis, Man Group Chief Executive Officer
Bruce Richards, Marathon Asset Management Chairman and Chief Executive Officer
Emmanuel Roman, PIMCO Chief Executive Officer
Moderator: Sara Eisen, CNBC "Squawk on the Street" Co-Anchor and "Closing Bell" Co-Anchor

9:35am ET Beyond FAANG, Where are Tech's Top Opportunities?
With this acronym trade underperforming and under fire – many investors are re-thinking their tech investments. Which of those names remain worthy? What other tech names present alpha opportunities?
Glen Kacher, Light Street Capital Chief Investment Officer and Founder
Scott Kupor, Andreessen Horowitz Managing Partner
Ashbel Williams, Florida State Board of Administration Executive Director and Chief Investment Officer
Moderator: Scott Wapner, CNBC "Fast Money Halftime Report" Host

10:05am ET BREAK

10:35am ET Active Alpha
With a stock that's soaring, the CEO at P&G and the activist turned board member have formed a profitable partnership that has delivered alpha for investors. Should shareholders fear a turn of the Tide, that the rally may Crest? We'll dive into what's working at the consumer products giant and explore how they proceed from here.
Nelson Peltz, Trian Fund Management, L.P. Chief Executive Officer and Founding Partner
David Taylor, Procter & Gamble Chairman of the Board, President and Chief Executive Officer
Moderator: Jim Cramer, CNBC "Mad Money w/ Jim Cramer" Host and "Squawk on the Street" Co-Anchor

11:05am ET The Long And Short of It: A Conversation with Stock Pickers
The demise of stock picking has been long forecast. But these veterans continue to seek alpha by finding opportunities in individual names, long or short. We'll talk active strategy in this passive world and get some fresh ideas.
James Chanos, Kynikos Associates LP Founder and Managing Partner
Leon Cooperman, Omega Advisors, Inc. Chairman and Chief Executive Officer
Moderator: Scott Wapner, CNBC "Fast Money Halftime Report" Host

11:35am ET The American Economic Agenda
The Honorable Michael R. Pence, 48th and current Vice President of the United States
Moderator: Joe Kernen, CNBC "Squawk Box" Co-anchor

12:10pm ET LUNCH & Keynote Speaker
Topic: Alpha Excellence
Stephen A. Schwarzman, Blackstone Chairman, Chief Executive Officer and Co-Founder; "What it Takes: Lessons in the Pursuit of Excellence" Author
Moderator: Becky Quick, CNBC "Squawk Box" Co-Anchor, "On the Money" Anchor

2:00pm ET Alpha Data
Navigating the data deluge. Investors are no strangers to the proliferation of big data. Utilizing data scraping, drones, AI and more, firms are relying on all sorts of data to get that alpha edge. Our panel tackles the latest trends, strategies and opportunities.
Matthew Granade, Point72 Asset Management Managing Director & Chief Market Intelligence Officer
Dr. Ulrike Hoffmann-Burchardi, Tudor Investment Corporation Senior Portfolio Manager
Dr. Michael Recce, Neuberger Berman Managing Director and Chief Data Scientist
Moderator: Melissa Lee, CNBC "Fast Money" & "Options Action" Host

2:30pm ET Delivering Diversity
Commentary: Maeve DuVally, Goldman Sachs Managing Director, Corporate Communications

2:40pm ET The Alpha of ESG
How to do good by investing well: the intersection of outperformance and impact.
Afsaneh Mashayekhi Beschloss, The Rock Creek Group Founder and Chief Executive Officer
Clifton S. Robbins, Blue Harbour Group L.P. Founder and Chief Executive Officer
Dr. Rajiv Shah, The Rockefeller Foundation President
Moderator: Leslie Picker, CNBC Reporter

3:10pm ET Mind over Money
Oz Perlman, Mentalist and Magician


3:55pm ET High Interest
Global uncertainty, plunging/negative interest rates, the Fed under fire, trade wars – what's a yield hunter to do? What's the outlook for credit investors and where are the opportunities now?
Michael Arougheti, Ares Management Corp. Co-Founder, Chief Executive Officer, President and Director
Sarah Bloom Raskin, Duke University Rubenstein Fellow; United States Department of the Treasury Fmr. Deputy Secretary 2014-17; Federal Reserve Board Fmr. Governor 2010-14
Rick Rieder, BlackRock Managing Director, Global Chief Investment Officer of Fixed Income
David C. Villa, State of Wisconsin Investment Board Executive Director and Chief Investment Officer
Moderator: Steve Liesman, CNBC Senior Economics Reporter

4:25pm ET The Apollo Mission
The co-founder of the $300 billion asset manager discusses alternative investing in a changing world.
Joshua Harris, Apollo Global Management Co-Founder and Senior Managing Director
Moderator: Leslie Picker, CNBC Reporter

Sponsored by Kaulig Companies Ltd.