Delivering Alpha

Delivering Alpha 2018 Agenda

Wednesday, July 18, 2018

*Agenda subject to change

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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

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:

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:

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

5:15 p.m. Cocktail Reception

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One of the most influential investor conferences every year, Delivering Alpha brings together the biggest asset managers and investors, plus influential political and economic figures for a high-level discussion on the critical issues in today’s global economy. The event features one-on-one interviews and panel discussions led by CNBC anchors and reporters.

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