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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

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.