September 30, 2020 | 9 a.m. – 2 p.m. ET
9:05 a.m ET Navigating the Economy Through Crisis
The 77th U.S. Treasury Secretary joins us for a live discussion about the U.S. economic recovery, additional stimulus and more.
Steven Mnuchin, 77th Secretary of the Treasury
Interviewed by Becky Quick, CNBC "Squawk Box" Co-Anchor,
9:35a.m ET International Alpha
In many ways, the pandemic has caused a turn toward deglobalization. While it remains to be seen if this trend continues, investors can now examine many regions and countries as stand-alone investment plays. We'll speak to some of the biggest names in global investing to find out where in the world they are finding alpha now.
Mary Callahan Erdoes, J.P Morgan Asset & Wealth Management Chief Executive Officer
Joseph Tsai, Executive Vice Chairman, Alibaba Group; Governor, Brooklyn Nets and New York Liberty
John Vaske, Temasek Head, Americas and Head, Agribusiness
Moderator: Andrew Ross Sorkin, CNBC "Squawk Box" Co-Anchor
10:05 a.m ET Alpha Influencers
In a tumultuous market environment, with interest rates, political uncertainty, social upheaval and shifting stakeholder focus, we speak with three of the world's most influential investors to get their views and thoughts on best strategies and solutions for achieving alpha with investments and beyond.
H.E Yasir Al-Rumayyan, Public Investment Fund Governor; Aramco Chairman
Stephen Schwarzman, Blackstone Chairman, CEO and Co-Founder
Robert F. Smith, Vista Equity Partners Chairman and Chief Executive Officer
Moderator: David Faber, CNBC "Squawk on the Street" Co-Anchor
10:35 a. m. ET Pandemics, Politics and Alpha
In a year defined by a global pandemic, social unrest and an election, how should investors be navigating the multiple pressures/risks to the market? Where are the opportunities and what is the real impact of politics and pandemics beyond November?
Marc Lasry, Avenue Capital Group Chairman, CEO and Co-Founder
Barry Sternlicht, Starwood Capital Group Chairman and CEO
Afsaneh Beschloss, RockCreek Founder and CEO
Moderator: Brian Sullivan, CNBC "Worldwide Exchange" Anchor and Senior National Correspondent
11:05 a.m ET The Activist ESG Investor
The pandemic, a greater focus on racial justice and major weather events have increased interest in ESG and sustainable investing this year. But measuring ESG investments in terms of their returns versus their impact has never been a clear-cut task. This panel of investors shares how they influence change and achieve alpha with a proactive, ESG agenda.
Jeff Ubben, Inclusive Capital Partners Founder
John Rogers, Ariel Investments Chairman, CO-CEO and Chief Investment Officer
Moderator: Sara Eisen, CNBC "Closing Bell" Co-Anchor
11:35 a.m ET Concurrent Sessions
Real Estate: finding opportunities today and tomorrow
Sponsored and programmed by Nuveen
Join us as we explore the impact of the pandemic on real estate, economic drivers behind opportunity and weakness, and some of the shifts that will occur in real estate as a result of the pandemic.
Take away critical insight into:
· Where we see opportunity and weakness today across sectors
· The critical role public and private partnership will play in aiding recovery in certain sectors and markets
· Why alternative sub-sectors offer opportunity to enhance value
· The longer-term impacts to real estate resulting from the pandemic
Carly Tripp, Chief Investment Officer, Americas, Nuveen
Interviewer: Karen Finerman, Metropolitan Capital Advisors Co-Founder and CEO
Finding Equilibrium in a Rapidly Changing Liquidity Environment
Sponsored and programmed by FlexShares
Business and government responses to the pandemic sent shocks through the financial markets and as a result, the underlying fundamentals are different and unique and liquidity has become paramount. In this session we will discuss how institutional investors have been approaching liquidity and balancing the search for yield as we move into 2021.
Peter Yi, CFA, Director of Short Duration Fixed Income & Head of Taxable Credit Research, Northern Trust
Interviewer: Vernon Biggs, Institutional Business Dev. Executive, Northern Trust
Asset Managers: Going Big From Home
Sponsored and programmed by Interactive Brokers
This session will share best practices to quickly set up/expand your business with access to trading the widest array of products and instruments, globally, while limiting your expense. With current global instability, we will address how businesses streamline the entire process in a timely manner, while operating and thriving in a remote work environment.
Brett Goldstein, Director of Hedge Fund Sales, Interactive Brokers
Richard Wertheimer, Fort Street Asset Management Portfolio Manager
Wes Gray, Alpha Architect CEO
Moderator: Guy Adami, Private Advisor Group Director of Advisor Advocacy
Opportunities Across Corporate Credit Markets
Sponsored and programmed by PIMCO
Join PIMCO's Jamie Weinstein, head of corporate special situations, for a discussion of how record growth in issuance and excessive leverage may fuel unprecedented stress in the corporate credit markets, and where PIMCO expects to see both public and private investment opportunities.
Jamie Weinstein PIMCO Head of Corporate Special Situations
Interviewer: Neal Reiner, PIMCO Alternative Credit Strategist
Investing amid 2020's unprecedented market
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CNBC's Dom Chu, Bob Pisani and Mike Santoli will provide their perspectives from covering the 2020 market turmoil, what we can learn from it and what history can tell us about where we might go from here.
Dominic Chu, CNBC Senior Markets Correspondent
Bob Pisani, CNBC On-Air Stocks Editor
Michael Santoli, CNBC Senior Markets Commentator
12:05 p.m ET The Alpha of Inclusion
A conversation examining the opportunity of investing with diversity, providing access to capital for minority-run businesses, investing in those businesses, and how these investments have delivered returns both in terms of alpha and in terms of good.
Carla Harris, Morgan Stanley Vice-Chairman, Global Wealth Management and Senior Client Advisor
Kewsong Lee, The Carlyle Group Chief Executive Officer
Moderator: Sharon Epperson, CNBC Senior Personal Finance Correspondent
12:35 p.m ET The View From Washington
An in depth discussion about the road ahead for pandemic impacted economy, additional stimulus, jobs and more.
Elizabeth Warren, United States Senator, (D) Massachusetts
Interviewer: Jim Cramer, CNBC "Mad Money w/Jim Cramer" Host and "Squawk on the Street" Co-Anchor
1:00 p.m ET The Alpha of Apollo
One of the year's most prolific dealmakers discusses lessons of the past and future opportunities as the firm celebrates its 30th anniversary.
Joshua Harris, Apollo Global Management Co-Founder
Interviewer: Leslie Picker, CNBC Reporter
1:35 p.m ET The World According To Chamath
From "let them fail" to leading the SPAC attack – one of the year's biggest newsmakers in the investment world joins us to share his perspective on the schism in capitalism, the opportunity in failure and where to look for alpha next.
Chamath Palihapitiya, Social Capital Founder and Chief Executive Officer
Moderator: Scott Wapner, CNBC "Fast Money Halftime Report" Host