Thanks for dropping by for the third and final part of my notes from today’s Delivering Alpha conference. What follows below will be insights from John Paulson, a few of the younger, up and coming superstars of the hedge fund industry (we shall see), a discussion with Nelson Peltz and Ken Moelis, followed by Carl…

Below, my notes from the middle panels of the day. If you missed my notes from the first few of the day, they’re published already – right here. The middle panels of the day consisted of insights from Leon Cooperman (who came over and said the nicest thing to me I’ve ever heard, I’m still…

I woke up this morning at 5:30 with no alarm clock. It was dark and gloomy for the drive into Manhattan but I couldn’t possibly be in a brighter mood. Today I get an opportunity to see and hear from a dozen of the world’s greatest investors all in one day at CNBC and Institutional…

My coverage of CNBC and Institutional Investor Magazine’s third annual Delivering Alpha Conference will come in four parts today. Below, my notes from the two evening panels, enjoy! – JB *** Panel – Asset Bubbles, moderated by Kelly Evans • Michael Novogratz, Principal and Director, Fortress Investment Group • Michael Sacks, Chief Executive Officer, Grosvenor Capital Management • Steve Kuhn,…

My coverage of CNBC and Institutional Investor Magazine’s third annual Delivering Alpha Conference will come in four parts today. Part I is here, Part II is here Below, my notes from the afternoon sessions, I hope you enjoy! – Josh *** Panel – Alpha Agitator with Nelson Peltz. moderated by Andrew Ross Sorkin Nelson Peltz, Founding Partner,…

My coverage of CNBC and Institutional Investor Magazine’s third annual Delivering Alpha Conference will come in four parts today. Below, my notes from the early morning sessions, I hope you enjoy! – Josh *** Treasury Secretary Jack Lew begins the conference with prepared remarks. Long story short – Dodd-Frank did not crush the economy as…

My coverage of CNBC and Institutional Investor Magazine’s third annual Delivering Alpha Conference will come in four parts today. Part I, starring Jim Cramer, Richard Perry and Preet Bharara is here Below, my notes from the late morning sessions, I hope you enjoy! – Josh *** Panel – The Great Rotation (investing during rising rates) moderated by…

Last summer I was invited to cover the joint conference between Institutional Investor and CNBC called Delivering Alpha. At the time, I called it the best investment conference I have ever been to (and I go to lots of these things, as you know). Never before had so many giants of the investment industry been…

Here were the most read posts on TRB this week, in case you missed them: Notes From Delivering Alpha 2013, Part II Notes From Delivering Alpha 2013, Part IV The Big Backlash The Case for Brazil, the World’s Most Hated Market It was all a dream, I used to read Fortune Magazine

361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…