Delivering Alpha 2018 Agenda
Wednesday, July 18, 2018
*Agenda subject to change
7:30 a.m. Registration and Breakfast
8:30 a.m. Welcome Remarks
Master of Ceremonies: Tyler Mathisen, Co-Anchor "Power Lunch" & Vice President, Events Strategy, CNBC
- Diane Alfano, Chairman & CEO, Institutional Investor
- Mark Hoffman, Chairman, CNBC
8:45-9:15 a.m. Opening Keynote
Larry Kudlow, Assistant to the President for Economic Policy and Director of the National Economic Council
Interviewer: Jim Cramer, Host of "Mad Money w/Jim Cramer" & Co-Anchor "Squawk on the Street," CNBC
9:15-9:45 a.m. Delivering Global Alpha
Panelists:
- Mary Callahan Erdoes, CEO, J.P. Morgan Asset & Wealth Management
- Marc Lasry, Chairman, Chief Executive Officer & Co-Founder, Avenue Capital Group
- Cyrus Taraporevala, President & CEO, State Street Global Advisors
Moderator: Michelle Caruso-Cabrera, Chief International Correspondent & Co-Anchor "Power Lunch," CNBC
9:45-10:15 a.m. Fortifying Citadel
Kenneth C. Griffin, Founder & CEO, Citadel
Interviewer: Andrew Ross Sorkin, Co-Anchor "Squawk Box," CNBC
10:15-10:45 a.m. Alpha Under the Radar
Edgar Wachenheim III, Founder, CEO, & Chairman, Greenhaven Associates Inc.
Interviewer: Jim Cramer, Host of "Mad Money w/Jim Cramer" & Co-Anchor "Squawk on the Street," CNBC
10:45-11:15 a.m. Coffee Break
11:15-11:45 a.m. Alpha Spotlight
Jonathan Gray, President & Chief Operating Officer, Blackstone
Interviewer: David Faber, Co-Anchor “Squawk on the Street,” CNBC
11:45 a.m.-12:15 p.m. Best Ideas for Alpha
James Chanos, Founder & Managing Partner, Kynikos Associates
Alexander J. Roepers, Founder & Chief Investment Officer, Atlantic Investment Management
Moderators: Melissa Lee, Host, “Fast Money” & “Options Action,” CNBC and Guy Adami, CNBC Contributor and Director of Advisor Advocacy, Private Advisor Group
12:15-2:15 p.m. Lunch
David M. Rubenstein, Co-Founder & Co-Executive Chairman, The Carlyle Group
Interviewer: Becky Quick, Co-Anchor "Squawk Box" & Anchor "On the Money," CNBC
2:15-2:45 p.m. Rates, Risks, Returns
Howard Marks, Co-Chairman, Oaktree Capital
Interviewer: Scott Wapner, Host, "Fast Money Halftime Report," CNBC
2:45-3:15 p.m. Best Ideas for Alpha
Alexander J. Denner, Founding Partner and CIO, Sarissa Capital Management LP
Samantha Greenberg, Chief Investment Officer, Margate Capital Management LP
Moderators: Melissa Lee, Host, “Fast Money” & “Options Action,” CNBC and Guy Adami, CNBC Contributor and Director of Advisor Advocacy, Private Advisor Group
3:15-3:45 p.m. Tales from the Crypto
Jeremy Allaire, Co-Founder and CEO, Circle
Barry Silbert, Founder and CEO, Digital Currency Group
Moderator: Melissa Lee, Host, “Fast Money” and “Options Action,” CNBC
3:45-4:15 p.m. Coffee Break
4:15-4:45 p.m. Alpha Strategy Session
Panelists:
- Suni Harford, Head of Investments, UBS Asset Management
- Marc Levine, Chairman, Illinois State Board of Investment
- Kristi Mitchem, CEO, Wells Fargo Asset Management
- David C. Villa, Chairman and Chief Investment Officer, State of Wisconsin Investment Board
Moderator: Scott Wapner, Host, "Fast Money Halftime Report," CNBC
4:45-5:15 p.m. Midterms, China and Trump: A Political and Economic Perspective with Steve Bannon
Stephen K. Bannon, Former White House Chief Strategist and CEO of Trump campaign
Interviewer: Michelle Caruso-Cabrera, CNBC Chief Internat ional Correspondent & Co-Anchor "Power Lunch", CNBC
