Latest news

  • Ken Griffin at the 2018 Delivering Alpha Conference in New York on July 18th, 2018.

    The firm’s multi-strategy fund, known as Wellington, was up 1.52 percent in June and 8.79 percent during the first half of the year.

  • Ray Dalio, Bridgewater Associates

    Hedge-fund manager Ray Dalio is looking at whether universal basic income can help solve wealth inequality.

  • Investors flee from Einhorn's Greenlight Capital hedge fund

    CNBC's Leslie Picker reports on investors fleeing hedge fund manager David Einhorn's Greenlight Capital due to poor performance.

  • Delivering Alpha preview

    CNBC's Leslie Picker takes a look at what to expect when titans of the investor community gather next week for the 8th annual Delivering Alpha Conference in New York City.

  • A 'scarred generation of investors' looking at yield curve all wrong, market bull says

    Institutional Investor hall of famer Richard Bernstein sees the flattening yield curve as a bullish signal. He discusses with Leslie Picker.

  • Overbought? Recession looming? What's the near-term outlook for the markets and what does it mean for achieving alpha? This panel will kick off the day with a deep dive on the cross currents, opportunities and critical investment trends with these financial titans.

  • In the past five years, private credit assets have doubled to over $1.3T. Despite a persistently adverse rate environment, enthusiasm among big institutional investors hasn't dampened. We'll ask three prominent players about how they're navigating the rate environment and positioning for growth in 2024.

  • What does it take to build a winning portfolio? How do you remain resilient in the face of impending economic turbulence? Leading investors will share strategic asset allocation tips, as well as the role of credit, leverage and risk parity. Plus, we get their expert takes on diversification, divestment, inflation and how to best mitigate volatility if the U.S. tips into a recession.

  • How are some of the world's largest investors optimizing outcomes these days? Through a combination of increased cross-border exposure, diversification beyond traditional asset classes and a careful recalibration of exposure into new public and private markets. We'll have key insights and allocation strategies across some of the world's most important capital markets.

  • If you only ever read the real estate market headlines in 2023, you'd believe commercial real estate was utterly doomed. However, the story is much more nuanced as certain sectors of the market are flourishing and delivering returns to investors: data centers powered by the surge of AI tech, high-end multi-use buildings, resort and gaming centers to name a few.

  • The tech sector is always a wild ride for investors. It pays to know the space, know the players and know what to look for when sifting through noise. Tech investor Brad Gerstner joins us to share his thoughts on investing in the sector right now—today's top plays, tomorrow's potential winners, companies to keep a close eye on—and where he places this current moment in the timeline of investing history.

  • Can the Fed cut as quickly as the market is discounting? What happens if it can't? Is a new target rate for inflation coming? Straight off the latest Federal Reserve meeting, two top Fed watchers will share their perspective on what's ahead for rates and how investors should best position themselves today for future moves.

  • Governmental impact on global finance is often discussed but not always well understood. Decision making at all levels of government has the potential to disrupt markets, and the butterfly effect from these decisions can have unforeseen consequences. We'll talk to two of the top names on Wall Street about the state of global finance, geopolitics, elections, and what it all means for investors.

  • With over hundreds of billions in capital, SoftBank is among the world's most active VC investors. A rare interview with Lydia Jett on the tech landscape, growth equity and scaling early-stage e-commerce platforms into profitable businesses. Plus, her approach to capital deployment in an uncertain market environment, reimagining opportunities in under-penetrated platforms and alternative emerging economies.

  • As alternative assets become a more integral part of the investing landscape, two leading managers in this space explore the latest trends across the wide-ranging alt ecosystem: private debt, secondaries, hedge strategies, digital assets and PE-backed minority businesses. While non-traditional assets vary broadly in structure and accessibility, stepping outside traditional markets often yields core portfolio diversification and outsize returns.

  • Bill Ackman is known for his bold moves and investment ideas. In this wide-ranging interview, we'll find out where he's putting money to work now and get his thoughts on the economy, the markets, possible recession and what he thinks the 2024 election means for the future of finance.

  • Traders work on the floor of the New York Stock Exchange during afternoon trading in New York City on Sept. 26, 2023.

    Elite stock and bond investors say rates are going higher and the pain hasn't been felt yet: more things will break in the economy, markets.

  • Bill Ackman, Pershing Square Capital Management CEO, speaking at the Delivering Alpha conference in NYC on Sept. 28th, 2023.

    The Pershing Square Capital Management CEO said he did not believe the Federal Reserve could get inflation back down to its 2% target.

  • Kennedy made me think about risk vs. reward with vaccines, says Pershing Square's Bill Ackman

    Pershing Square Capital Management CEO Bill Ackman joins CNBC's Delivering Alpha 2023 conference to discuss his meeting with Ukrainian President Volodymyr Zelenskyy, Treasury yields, and more.

  • Pershing Square Capital Management CEO Bill Ackman: I've invested about $24 million in the Ukraine war

    Pershing Square Capital Management CEO Bill Ackman joins CNBC's Delivering Alpha 2023 conference to discuss his meeting with Ukrainian President Volodymyr Zelenskyy, Treasury yields, and more.