2019 Delivering Alpha Coverage: Chanos, Cooperman And More

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    Our coverage of the 2019 Delivering Alpha Conference brought to you by CNBC and Institutional Investor. The line-up from this year features reknowned investors such as Jim Chanos, Nelson Peltz, Leon Cooperman, Cliff Robbins, Stephen A. Schwarzman and many more.

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    2019 Delivering Alpha

    Image source: CNBC Video Screenshot

    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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    Delivering Alpha Conference 2019 Coverage

    Check out the coverage of the CNBC Institutional Investor 2019 Delivering Alpha Conference below and stay tuned for more.

    Agenda

    Thursday, September 19, 2019

    7:30am ET REGISTRATION, BREAKFAST AND NETWORKING

    • Breakfast sponsored by Hospital for Special Surgery

    8:30am ET WELCOME

    • Diane E. Alfano, Institutional Investor Chairman and Chief Executive Officer
    • Satpal Brainch CNBC President, Business News Worldwide
    • Tyler Mathisen, CNBC “Power Lunch” Co-Anchor and Events Strategy, Vice President

    8:35am ET The Chairman

    • Jay Clayton, United States Securities and Exchange Commission Chairman
    • Moderator: Andrew Ross Sorkin, CNBC “Squawk Box” Co-Anchor

    9:05am ET Where in the World is Alpha?

    Escalating trade wars and plunging interest rates have jolted markets and sent the ever-elusive alpha deeper into hiding. So where are the leading global investors looking for opportunities? Which strategies have enough upside to justify their risk profile? These investors, overseeing some of the world’s most important pools of capital, will dive into delivering alpha.

    • Mary Callahan Erdoes, J.P. Morgan Asset & Wealth Management Chief Executive Officer
    • Luke Ellis, Man Group Chief Executive Officer
    • Bruce Richards, Marathon Asset Management Chairman and Chief Executive Officer
    • Emmanuel Roman, PIMCO Chief Executive Officer
    • Moderator: Sara Eisen, CNBC “Squawk on the Street” Co-Anchor and “Closing Bell” Co-Anchor

    9:35am ET Beyond FAANG, Where are Tech’s Top Opportunities?

    With this acronym trade underperforming and under fire – many investors are re-thinking their tech investments. Which of those names remain worthy? What other tech names present alpha opportunities?

    • Glen Kacher, Light Street Capital Chief Investment Officer and Founder
    • Scott Kupor, Andreessen Horowitz Managing Partner
    • Ashbel Williams, Florida State Board of Administration Executive Director and Chief Investment Officer
    • Moderator: Scott Wapner, CNBC “Fast Money Halftime Report” Host

    10:05am ET BREAK

    10:35am ET Active Alpha

    With a stock that’s soaring, the CEO at P&G and the activist turned board member have formed a profitable partnership that has delivered alpha for investors. Should shareholders fear a turn of the Tide, that the rally may Crest? We’ll dive into what’s working at the consumer products giant and explore how they proceed from here.

    • Nelson Peltz, Trian Fund Management, L.P. Chief Executive Officer and Founding Partner
    • David Taylor, Procter & Gamble Chairman of the Board, President and Chief Executive Officer
    • Moderator: Jim Cramer, CNBC “Mad Money w/ Jim Cramer” Host and “Squawk on the Street” Co-Anchor

    11:05am ET The Long And Short of It: A Conversation with Stock Pickers

    The demise of stock picking has been long forecast. But these veterans continue to seek alpha by finding opportunities in individual names, long or short. 2019 Delivering Alpha Panel  talk active strategy in this passive world and get some fresh ideas.

    • James Chanos, Kynikos Associates LP Founder and Managing Partner
    • Leon Cooperman, Omega Advisors, Inc. Chairman and Chief Executive Officer
    • Moderator: Scott Wapner, CNBC “Fast Money Halftime Report” Host

    11:35am ET The American Economic Agenda

    • The Honorable Michael R. Pence, 48th and current Vice President of the United States
    • Moderator: Joe Kernen, CNBC “Squawk Box” Co-anchor

    12:10pm ET LUNCH & Keynote Speaker

    Topic: Alpha Excellence

    • Stephen A. Schwarzman, Blackstone Chairman, Chief Executive Officer and Co-Founder; “What it Takes: Lessons in the Pursuit of Excellence” Author
    • Moderator: Becky Quick, CNBC “Squawk Box” Co-Anchor, “On the Money” Anchor

    2:00pm ET Alpha Data

    Navigating the data deluge. Investors are no strangers to the proliferation of big data. Utilizing data scraping, drones, AI and more, firms are relying on all sorts of data to get that alpha edge. This 2019 Delivering Alpha panel tackles the latest trends, strategies and opportunities.

    • Matthew Granade, Point72 Asset Management Managing Director & Chief Market Intelligence Officer
    • Dr. Ulrike Hoffmann-Burchardi, Tudor Investment Corporation Senior Portfolio Manager
    • Dr. Michael Recce, Neuberger Berman Managing Director and Chief Data Scientist
    • Moderator: Melissa Lee, CNBC “Fast Money” & “Options Action” Host

    2:30pm ET Delivering Diversity

    • Commentary: Maeve DuVally, Goldman Sachs Managing Director, Corporate Communications

    2:40pm ET The Alpha of ESG

    How to do good by investing well: the intersection of outperformance and impact.

    • Afsaneh Mashayekhi Beschloss, The Rock Creek Group Founder and Chief Executive Officer
    • Clifton S. Robbins, Blue Harbour Group L.P. Founder and Chief Executive Officer
    • Dr. Rajiv Shah, The Rockefeller Foundation President
    • Moderator: Leslie Picker, CNBC Reporter

    3:10pm ET Mind over Money

    • Oz Perlman, Mentalist and Magician

    3:25pm ET COFFEE BREAK

    3:55pm ET High Interest

    Global uncertainty, plunging/negative interest rates, the Fed under fire, trade wars – what’s a yield hunter to do? What’s the outlook for credit investors and where are the opportunities now at the 2019 Delivering Alpha Conference?

    • Michael Arougheti, Ares Management Corp. Co-Founder, Chief Executive Officer, President and Director
    • Sarah Bloom Raskin, Duke University Rubenstein Fellow; United States Department of the Treasury Fmr. Deputy Secretary 2014-17; Federal Reserve Board Fmr. Governor 2010-14
    • Rick Rieder, BlackRock Managing Director, Global Chief Investment Officer of Fixed Income
    • David C. Villa, State of Wisconsin Investment Board Executive Director and Chief Investment Officer
    • Moderator: Steve Liesman, CNBC Senior Economics Reporter

    4:25pm ET The Apollo Mission

    The co-founder of the $300 billion asset manager discusses alternative investing in a changing world.

    • Joshua Harris, Apollo Global Management Co-Founder and Senior Managing Director
    • Moderator: Leslie Picker, CNBC Reporter

    5:00pm ET COCKTAILS

    • Sponsored by Kaulig Companies Ltd.

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