Delivering Alpha

Delivering Alpha 2018 Agenda

Wednesday, July 18, 2018

*Agenda subject to change
*Additional speakers to be announced

Opening Keynote

*Speaker to be announced

Delivering Global Alpha

Where in the world is ... Alpha? Trade wars, geopolitical hotspots, global growth slowing – where are your investments best served to delivering the highest possible returns.


  • Roslyn Zhang, Managing Director, China Investment Corporation
  • Mary Callahan Erdoes, CEO, J.P. Morgan Asset Management
  • Virginie Morgan, CEO, Eurazeo

Fortifying Citadel

Ken Griffin, Founder, Chairman and CEO, Citadel

Best Idea for Alpha

*Speaker to be announced

Alpha Spotlight

Jonathan Gray, President and Chief Operating Officer, Blackstone

Best Idea for Alpha

James Chanos, Founder and Managing Partner, Kynikos Associates

Lunch with Featured Speaker

Best Idea for Alpha

Samantha Greenberg, Chief Investment Officer, Margate Capital

Rates, Risks and Returns

Howard Marks, Co-Chairman, Oaktree Capital

*Additional speaker to be announced

Best Idea for Alpha

Alex Denner, Founding Partner and CIO, Sarissa Capital Management

Alpha Strategy Session

In a shifting investment landscape, what strategies are the top asset allocators utilizing to achieve best returns for investors? From ESG to ETFs, from credit to crypto - a closer look at mitigating risk and delivering alpha.


  • Suni Harford, Head of Investments, UBS Asset Management
  • David Villa, Chief Investment Officer and Chairman, Wisconsin Investment Board
  • Kristi Mitchem, President and CEO, Wells Fargo Asset Management
  • Marc Levine, Chairman, Illinois State Board of Investment

Alpha Spotlight

*Speaker to be announced

Midterm Outlook: Assessing the Political Landscape

What are the issues that will drive the mid-term elections? Is a blue wave coming and what would it mean for Washington's agenda?

Building Blockchain

This emergent technology is captivating both Wall Street and Main Street investors alike, both as a new asset class as well as possibly revolutionizing the way business is done.

Closing Keynote

*Speaker to be announced

Cocktail Reception

Delivering Alpha

Latest news

2018 Advisory Board

  • Christopher Ailman

    Christopher J. Ailman is the chief investment officer of the California State Teachers' Retirement System.

  • Mary Erdoes

    Mary Callahan Erdoes is CEO of J.P. Morgan Asset Management division.

  • Deputy Comptroller for Asset Management and Chief Investment Officer, Office of the New York City Comptroller

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.


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.