The Only Parts Of Delivering Alpha We Care About

CNBC’s Delivering Alpha conference is tomorrow. We’ll have a short list out later of potential targets for the major activists in a bit – either on the site of via Activist Strategy. Here’s the times and parts you need to be ready for:

8:40-9:10 a.m. ALPHA ALL-STARS

  • Moderator: Jim Cramer, Host, “Mad Money w/Jim Cramer” and Co-Anchor, “Squawk on the Street,” CNBC
  • Panelists:
  1. William A. Ackman, Founder, Chief Executive Officer and Portfolio Manager, Pershing Square Capital Management LP
  2. Nelson Peltz, Founding Partner and Chief Executive Officer, Trian Fund Management LP

11:15-11:55 a.m. BEST IDEAS – THE ACTIVISTS
Idea Generators:
• Keith Meister, Managing Partner and Chief Investment Officer, Corvex Management LP
• Tom Sandell, Founder, Chairman and Chief Executive Officer, Sandell Asset Management
• Jeffrey Smith, Managing Member, Chief Executive Officer and Chief Investment Officer, Starboard Value LP

12:20-2:15 p.m. LUNCHEON WITH KEYNOTE
Paul E. Singer, Founder and President, Elliott Management
Interviewed by: David Faber, Co-Anchor, “Squawk on the Street,” CNBC

4:40-5:20 p.m. THE ALPHA DEBATE: ACTIVISM
Moderator: Scott Wapner, Host, “Fast Money Halftime Report,” CNBC
Keynotes:
• Laurence D. Fink, Founder, Chairman and Chief Executive Officer, BlackRock
• Carl Icahn, Chairman, Icahn Enterprises

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The Only Parts Of Delivering Alpha We Care About

Delivering Alpha Agenda

We are thrilled to host the 5th annual Delivering Alpha conference atThe Pierre on July 15, 2015, bringing together the most important players in asset management and tackling the critical issues facing investors in today's economy.

Download the 2015 Delivering Alpha agenda.

Wednesday, July 15, 2015

7:30-8:30 a.m. BREAKFAST AND REGISTRATION

8:30-8:40 a.m. WELCOME
Master of Ceremonies: Tyler Mathisen, Co-Anchor, "Power Lunch" and "Nightly Business Report," CNBC
Diane Alfano, Chairman, Institutional Investor
Mark Hoffman, Chairman, CNBC

8:40-9:10 a.m. ALPHA ALL-STARS
Moderator: Jim Cramer, Host, "Mad Money w/Jim Cramer" and Co-Anchor, "Squawk on the Street," CNBC
Panelists:
William A. Ackman, Founder, Chief Executive Officer and Portfolio Manager, Pershing Square Capital Management LP
Nelson Peltz, Founding Partner and Chief Executive Officer, Trian Fund Management LP

9:10-9:50 a.m. GLOBAL OPPORTUNITY
Moderator: Andrew Ross Sorkin, Co-Anchor, "Squawk Box," CNBC
Panelists:
Christopher Ailman, Chief Investment Officer, California State Teachers' Retirement System
Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset Management
Eric Mindich, Chief Executive Officer and Founder, Eton Park Capital Management
Richard Perry, Chief Executive Officer, Perry Capital

Delivering Alpha 9:50-10:15 a.m. BUBBLE? WHAT BUBBLE!

Moderator: Jon Fortt, On-Air Editor, CNBC
Panelists:
Esther Dyson, Chairman, EDventure Holdings
Scott Kupor, Managing Partner and Chief Operating Officer, Andreessen Horowitz

Delivering Alpha 10:15-10:45 a.m. COFFEE BREAK

10:45-11:15 a.m. TALKING STOCKS & BONDS
Moderator: Kelly Evans, Co-Anchor, "Closing Bell," CNBC
Panelists:
Jeffrey Gundlach, Chief Executive Officer and Chief Investment Officer, DoubleLine
Bill Miller, Chairman and Chief Investment Officer, LMM LLC

Delivering Alpha 11:15-11:55 a.m. BEST IDEAS – THE ACTIVISTS

Idea Generators:
Keith Meister, Managing Partner and Chief Investment Officer, Corvex Management LP
Tom Sandell, Founder, Chairman and Chief Executive Officer, Sandell Asset Management
Jeffrey Smith, Managing Member, Chief Executive Officer and Chief Investment Officer, Starboard Value LP
Respondents:
Jim Cramer, Host, "Mad Money w/ Jim Cramer" and Co-Anchor, "Squawk on the Street," CNBC
David Faber, Co-Anchor, "Squawk on the Street," CNBC

11:55-12:20 p.m. ALPHA DRIVERS
Moderator: Becky Quick, Co-Anchor, "Squawk Box," CNBC
Panelist:
James Dinan, Chief Executive Officer and Founder, York Capital

12:20-2:15 p.m. LUNCHEON WITH KEYNOTE
Paul E. Singer, Founder and President, Elliott Management
Introduced by: M. Barry Bausano, President, Deutsche Bank Securities and Chairman of Hedge Funds, Deutsche Bank
Interviewed by: David Faber, Co-Anchor, "Squawk on the Street," CNBC

2:15-2:40 p.m. RISE OF THE MACHINES
Keynote: Leda Braga, Chief Executive Officer, Systematica Investments
Interviewed by: Michael Peltz, Editor, Institutional Investor Magazine Group

2:40-3:10 p.m. THE ENERGY ENIGMA
Moderator: Kate Kelly, Wall Street Reporter, CNBC
Panelists:
Gregory Beard, Head of Natural Resources and Senior Partner, Apollo Global Management
Beau Taylor, Founding Partner and Chief Investment Officer, Taylor Woods Capital Management LLC

Delivering Alpha  3:10-3:40 p.m. CRUZ CONTROL

Keynote: Senator Ted Cruz, (R) Texas
Interviewed by: John Harwood, Chief Washington Correspondent, CNBC

3:40-4:10 p.m. COFFEE BREAK

Delivering Alpha 4:10-4:40 p.m. REAL ESTATE RETURNS

Moderator: David Faber, Co-Anchor, "Squawk on the Street," CNBC
Keynotes:
Jonathan Gray, Global Head of Real Estate, Blackstone
Barry S. Sternlicht, Chairman and Chief Executive Officer, Starwood Capital Group

Delivering Alpha  4:40-5:20 p.m. THE ALPHA DEBATE: ACTIVISM

Moderator: Scott Wapner, Host, "Fast Money Halftime Report," CNBC
Keynotes:
Laurence D. Fink, Founder, Chairman and Chief Executive Officer, BlackRock
Carl Icahn, Chairman, Icahn Enterprises

5:20 p.m. COCKTAIL RECEPTION