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Delivering Alpha

Delivering Alpha Agenda

Tuesday, September 12, 2017

We are thrilled to host Delivering Alpha at New York City's Pierre Hotel on September 12, 2017, bringing together the most important players in asset management and tackling the critical issues facing investors in today's economy. Click here to download the current 2017 agenda and continue to check back for updates on the 2017 program.

7:10-8:10 a.m. Registration & Breakfast

8:10-8:20 a.m. Welcome

Master of Ceremonies: Tyler Mathisen, Co-Anchor, "Power Lunch" & "Nightly Business Report," CNBC

8:20-8:50 a.m. The View From Treasury

**Please note: doors will close at 8:20 am sharp. No one will be permitted to enter or exit once the Treasury Secretary arrives. Doors will reopen at the conclusion of the opening keynote address.

9:00-9:30 a.m. A World of Opportunity

Panelists:

  • Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset Management
  • Marc Lasry, Chairman, Chief Executive Officer & Co-Founder, Avenue Capital Group
  • Michael G. Trotsky, CFA, Executive Director & Chief Investment Officer, Massachusetts Pension Reserves Investment Management Board
  • Mark Baumgartner, Chief Investment Officer, Institute for Advanced Study

    Moderators:
    Melissa Lee, Host, "Fast Money" & "Options Action," CNBC
    Kip McDaniel, Editorial Director & Chief Content Officer, Institutional Investor

9:30-9:45 a.m. Best Idea for Alpha

9:45-10:15 a.m. One on One with Raymond Dalio

10:15-10:45 a.m. Coffee Break

10:45-11:15 a.m. One on One with Stephen Schwarzman

11:15-11:30 a.m. Best Idea for Alpha

  • Jeffrey Smith, Managing Member, Chief Executive Officer & Chief Investment Officer, Starboard Value

11:30 a.m.-12:00 p.m. The Ed Show

Panelists:

  • Ed Garden, Chief Investment Officer & Founding Partner, Trian Partners
  • Edward D. Breen, Chief Executive Officer, DowDuPont

    Moderators:
    Jim Cramer, Host, "Mad Money w/Jim Cramer" & Co-Anchor, "Squawk on the Street," CNBC
    David Faber, Co-Anchor, "Squawk on the Street," CNBC

12:00-12:30 p.m. One on One with Julian Robertson

12:30-2:15 p.m. Lunch

KEYNOTE: The ABCs of TPG

2:15-2:45 p.m. What's So Scary About AI?

Panelists:

  • Jim Breyer, Founder & Chief Executive Officer, Breyer Capital
  • Tom Siebel, Chairman & Chief Executive Officer, C3 IoT

    Moderator: Jon Fortt, Co-Anchor, "Squawk Alley," CNBC

2:45-3:00 p.m. Best Idea for Alpha

3:00-3:30 p.m. Bank Boss

3:30-4:00 p.m. Coffee Break

4:00-4:30 p.m. Debt Heads

Panelists:

  • Jeffrey H. Aronson, Co-Founder & Managing Principal, Centerbridge Partners
  • Michael Vranos, Founder & Chief Executive Officer, Ellington Management Group
  • Boaz Weinstein, Founder & Chief Investment Officer, Saba Capital Management

    Moderator: Sara Eisen, Co-Anchor, "Squawk on the Street" & "Worldwide Exchange," CNBC

4:30-4:45 p.m. Best Idea for Alpha

  • Mick McGuire, Founder & Managing Partner, Marcato Capital Management

4:45-5:15 p.m. Alpha Investor Insights

5:15 p.m. Cocktail Reception

Delivering Alpha

2017 Advisory Board

Complete panel sessions | Delivering Alpha 2017

Previous Years

  • CNBC and Institutional Investor hosted the 7th Annual Delivering Alpha Conference on September 12, 2017.

  • Delivering Alpha 2017 stage, signage

    Meet the 2017 advisory board of Delivering Alpha, which takes place on September 12, 2017 at The Pierre in New York City.

  • The stage at Delivering Alpha 2016 in New York on Sept. 13, 2016.

    CNBC and Institutional Investor hosted the 6th Annual Delivering Alpha Conference on September 13, 2016.

About

CNBC and Institutional Investor are pleased to host the 8th Annual Delivering Alpha Conference in New York City on July 18, 2018. Please take note of the new month for 2018. Delivering Alpha continues to be an incomparable who’s who of the investor community with leading asset manager and institutional investors offering candid views along with illustrious political and economic commentators appearing in short segments moderated by CNBC talent and II editors.

To request additional information on Delivering Alpha, please contact lyao@ttivanguard.com.