Delivering Alpha Conference – July 17th 2013

This year Institutional Investor Magazine has invited me to their third annual joint conference with CNBC, Delivering Alpha. The conference will be held Wednesday, July 17th,  at the fabulous Pierre Hotel on the southeastern corner of Central Park and Fifth Avenue.

Some of my investing idols will be speaking, many of whom I’ll be watching live for the first time – I’m really exited to be attending.

II Magazine has asked me to do some live-blogging and tweeting from the various discussions and panels – so you know I’ll have you covered, as usual.

Here’s the event’s agenda:

JULY 17, 2013

7:30 – 8:20 a.m. BREAKFAST AND REGISTRATION

8:20 – 8:30 a.m. WELCOME
Master of Ceremonies: Tyler Mathisen, Co-Anchor, “Power Lunch” and “Nightly Business Report produced by CNBC” and Vice President, Strategic Editorial Initiatives, CNBC
• Diane E. Alfano, Chairman, Institutional Investor
• Mark Hoffman, Chief Executive Officer and President, CNBC

8:30 – 9:00 a.m. KEYNOTE PRESENTATION
Jack Lew, The 76th United States Secretary of the Treasury
Interviewed by: Steve Liesman, Senior Economics Reporter, CNBC
*Please note: Doors will close at 8:20 a.m. 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 – 9:45 a.m. THE GLOBAL STAGE
As deleveraging and debt continue to dominate headlines, there is no lack of negative news across the financial world. But, in an era of more pitfalls than windfalls, where are the world’s best investors finding opportunities? What is next on the global stage and how can you profit from it?
Moderator: Michelle Caruso-Cabrera, Chief International Correspondent, CNBC
Panelists:
• Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset Management
• David McCormick, Co-President, Bridgewater Associates
• Jane Mendillo, President and Chief Executive Officer, Harvard Management Company
• Richard Perry, Chief Executive Officer, Perry Capital

9:45 – 10:15 a.m. KEYNOTE PRESENTATION
Preet Bharara, United States Attorney – Southern District of New York
Interviewed by: Jim Cramer, Host “Mad Money with Jim Cramer” and Co-Anchor “Squawk on the Street”, CNBC

10:15 – 10:45 a.m. COFFEE BREAK

10:45 – 10:50 a.m. PwC’s EARN YOUR FUTURE
Comments by Robert E. Moritz, U.S. Chairman & Senior Partner, PwC

10:50 – 11:30 a.m. THE GREAT ROTATION
Two years ago analysts began predicting a major move from bonds back into equities as investors who had fled the stock market after the financial crisis returned in droves. The recent spike in interest rates suggests the Great Rotation is here! What can investors do now to make money in a rising interest rate environment?
Moderator: Becky Quick, Co-Anchor, “Squawk Box,” CNBC
Panelists:
• Gregory J. Fleming, President, Morgan Stanley Investment Management
• Joshua S. Friedman, Co-founder, Co-chairman and Co-Chief Executive Officer, Canyon Partners
• Michael Hintze, Founder & Chief Executive Officer, CQS
• Andrew J.M. Spokes, Managing Partner, Farallon Capital Management

11:30 a.m. – 12:30 p.m. MY NEW BEST IDEA
We’ve asked some of the world’s most renowned investors to share their best, most actionable ideas. Where should you put your next dollar? Find out here.
Moderator: David Faber, Co-Anchor, “Squawk on the Street,” CNBC
Panelists:
• Jim Chanos, President and Founder, Kynikos Associates
• Leon G. Cooperman, Chairman and Chief Executive Officer, Omega Advisors
• Chris Hohn, Founder, Managing Partner & Portfolio Manager, The Children’s Investment Fund Management
• Mark Kingdon, Founder and President, Kingdon Capital Management

12:30 – 2:15 p.m. LUNCHEON WITH KEYNOTE 
John Paulson, Founder and Managing Partner, Paulson & Co. Inc.
Introduced by: M. Barry Bausano, President – Deutsche Bank Securities Inc. and Co-Head Markets Prime Finance, Deutsche Bank
Interviewed by: Carl Quintanilla, Co-Anchor, “Squawk on the Street,” CNBC

2:15 – 2:50 p.m. POWERING AMERICA
For the power players–it’s boom time in America. What are the investment implications for the explosion of domestic energy sources? What are the best plays for smart institutional allocators?
Moderator: Kate Kelly, Wall Street Reporter, CNBC
Panelists:
• Clint Carlson, President and Chief Investment Officer, Carlson Capital L.P.
• Andrew Feldstein, Chief Executive Officer and Chief Investment Officer, BlueMountain Capital Management
• Gumersindo Oliveros, Chief Executive Officer and Chief Investment Officer, KAUST Investment Management Company

2:50 – 3:20 p.m. ALPHA AGITATOR
Nelson Peltz, Founding Partner, Trian Fund Management. L.P.
Interviewed by: Andrew Ross Sorkin, Co-Anchor, “Squawk Box”, CNBC

3:20 – 3:50 p.m. HEALTH, WEALTH AND HAPPINESS
Three years after being signed into law by President Obama, the Affordable Care Act is set to change the investment landscape, reducing the number of uninsured Americans while raising the cost of providing health care coverage for many companies. We’ll explore the winners and losers under Obamacare in the search for “Affordable” alpha.
Moderator: Michael Peltz, Editor, Institutional Investor Magazine Group
Panelists:
• Jacob Gottlieb, Managing Partner and Chief Investment Officer, Visium Asset Management
• Kris Jenner, Senior Partner, Rock Springs Capital
• Larry Robbins, Portfolio Manager and Chief Executive Officer, Glenview Capital Management

3:50 – 4:20 p.m. COFFEE BREAK

4:20 – 5:00 p.m. ASSET BUBBLES
The wisdom of crowds is popular – except when it comes to investing. When the masses rush into comparable trades and trends, the result is diminished returns and compromised capacity. As top investors seek the holy grail of non-correlated returns, how are they angling to strike first and avoid the crowds?
Moderator: Kelly Evans, Co-Anchor, “Squawk on the Street,” CNBC
Panelists:
• Michael Novogratz, Principal and Director, Fortress Investment Group
• Michael Sacks, Chief Executive Officer, Grosvenor Capital Management
• Steve Kuhn, Partner and Head of Fixed Income Trading, Pine River Capital Management
• David Villa, Chief Investment Officer and Chairman, Wisconsin Investment Board

5:00 – 5:30 p.m. ALPHA AGITATOR
Carl Icahn, Chairman, Icahn Enterprises
Interviewed by: Scott Wapner, Host, “Fast Money Halftime Report,” CNBC

5:30 p.m. COCKTAIL RECEPTION