Full Coverage From The 8th Annual Delivering Alpha Conference 2018 – Chanos, Greenberg, And More [UPDATED]

One of the top investment line-ups of the year. The 8th annual CNBC and Institutional Investor run Delivering Alpha Conference – with the most famous names in the investment community especially hedge fund managers – today, July 18, 2018.

Stay tuned for a lot of our in-depth coverage today and in coming days especially at ValueWalkPremium.com

Links for all of our coverage can be found below – bookmark this page and/or sign up for our free newsletter, push notifications, to get the latest and in-depth analysis

Q2 hedge fund letters, conference, scoops etc

8th Annual Delivering Alpha Conference 2018 Coverage

Check out the coverage of the 8th annual Delivering Alpha Conference below.

Larry Kudlow

• Jim Cramer And Larry Kudlow Talk Tariffs At CNBC Institutional Investor Delivering Alpha Conference

Ken Griffin

• Ken Griffin's Full Speech [paywalled]
• Ken Griffin Talks Trade Policy, Apple, Google And Banking
• Bitcoin =Trash – Ken Griffin From CNBC Institutional Investor Delivering Alpha Conference

Marc Lasry

• Marc Lasry Talks Impact Investing And His Big New Crypto Purchase
• Marc Lasry: Has One Percent Of Wealth In Bitcoin

Mary Callahan Erdoes

• Mary Callahan Erdoes: FX Risk Weighing Heavily
• Full speech

Jim Chanos

• Jim Chanos Says Short Envision Healthcare: Is Not Impressed With Elon Musk

David Rubenstein

• David M. Rubenstein On PE Investing

Howard Marks

• Oaktree's Marks: Stocks are probably fairly priced here
• Howard Marks – We Are In The 8th Inning
• Full speech now up!

Alex Roepers

• Short Tesla, long internal combustion engine automobiles says Atlantic Investment CIO

Alex Denner

• Biogen is Sarissa's Denner best idea at Delivering Alpha
• Alex Denner adds Ironwood Pharma and Medicines Co. to best picks

Samantha Greenberg

• Samantha Greenberg's best idea at Delivering Alpha: Take-Two Interactive
• Full investment pitch (partial paywall)

Jonathan Gray

• Jonathan Gray on China: There are big issues at stake

Jim Chanos

• New short idea [paywalled]

Suni Harford

• UBS's Harford: We are absolutely invested in China

Steve Bannon

• At Investment Conference, Steve Bannon Says We Are At War With China

8th Annual Delivering Alpha Conference 2018 Agenda

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

Breakfast sponsored by: Hospital for Special Surgery

8:30–8:45 a.m. Welcome Remarks

Master of Ceremonies: Tyler Mathisen, Co-Anchor, “Power Lunch” and Vice President, Events Strategy, CNBC

• Diane E. Alfano, Chairman and Chief Executive Officer, Institutional Investor
• Mark Hoffman, Chairman, CNBC

8:45–9:15 a.m. Opening Keynote

• Lawrence A. Kudlow, Director, United States National Economic Council

Interviewer: Jim Cramer, Host, “Mad Money w/Jim Cramer” and Co-Anchor, “Squawk on the Street,” CNBC

9:15–9:45 a.m. Delivering Global Alpha

Panelists:

• Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset & Wealth Management
• Marc Lasry, Chairman, Chief Executive Officer and Co-Founder, Avenue Capital Group
• Cyrus Taraporevala, President and Chief Executive Officer, State Street Global Advisors

Moderator: Michelle Caruso-Cabrera, Chief International Correspondent and Co-Anchor, “Power Lunch,” CNBC

9:45–10:15 a.m. Fortifying Citadel

• Kenneth C. Griffin, Founder and Chief Executive Officer, Citadel

Interviewer: Andrew Ross Sorkin, Co-Anchor, “Squawk Box,” CNBC

10:15–10:45 a.m. ALPHA UNDER THE RADAR

• Edgar Wachenheim III, Founder, Chief Executive Officer and Chairman, Greenhaven Associates, Inc.

Interviewer: Jim Cramer, Host, “Mad Money w/Jim Cramer” and 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 and Chief Operating Officer, Blackstone

Interviewer: David Faber, Co-Anchor, “Squawk on the Street,” CNBC

11:45–12:15 p.m. Best Ideas For Alpha

Panelists:

• James Chanos, Founder and Managing Partner, Kynikos Associates
• Alexander J. Roepers, Founder and Chief Investment Officer, Atlantic Investment Management

Moderators:

• Melissa Lee, Host, “Fast Money” and “Options Action,” CNBC
• Guy Adami, CNBC Contributor and Director of Advisor Advocacy, Private Advisor Group

12:15–2:15 p.m. Luncheon

Luncheon sponsored by: AARP

David M. Rubenstein, Co-Founder and Co-Executive Chairman, The Carlyle Group

Interviewer: Becky Quick, Co-Anchor, “Squawk Box” and 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

Panelists:

• Alexander J. Denner, Founding Partner and Chief Investment Officer, Sarissa Capital Management LLP
• Samantha Greenberg, Chief Investment Officer, Margate Capital Management LP

Moderators:

• Melissa Lee, Host, “Fast Money” and “Options Action,” CNBC
• Guy Adami, CNBC Contributor and Director of Advisor Advocacy, Private Advisor Group

3:15–3:45 p.m. Tales From The Crypto

Panelists:

• Jeremy Allaire, Co-Founder and Chief Executive Officer, Circle
• Barry Silbert, Founder and Chief Executive Officer, 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:

• Suni Harford, Head of Investments, UBS Asset Management
• Marc Levine, Chairman, Illinois State Board of Investment
• Kristi Mitchem, Chief Executive Officer and Head, Wells Fargo Asset Management
• David C. Villa, Chairman and Chief Investment Officer, State of Wisconsin Investment Board

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 Chief Executive Officer of Trump Campaign

Interviewer: Michelle Caruso-Cabrera, Chief International Correspondent and Co-Anchor, “Power Lunch,” CNBC

5:15 p.m. Cocktail Reception