ABOUT
Delivering Alpha

Delivering Alpha continues to be an incomparable who’s who of the investor community with leading asset manager and institutional investors offering candid views along with illustrious political and economic commentators appearing in short segments moderated by CNBC talent and II editors.

SPEAKERS

Mary
Erdoes

JPM Asset & Wealth Management

Mary Callahan Erdoes is CEO of J.P. Morgan's Asset & Wealth Management division.

Mary Erdoes

Mary Callahan Erdoes is chief executive officer of J.P. Morgan's Asset & Wealth Management division, a global leader in investment management and private banking, with $2.8 trillion in client assets. She is also a member of JPMorgan Chase & Co.'s Operating Committee.

Erdoes joined J.P. Morgan in 1996 from Meredith, Martin & Kaye, a fixed-income specialty advisory firm. Previously, she worked at Bankers Trust in corporate finance, merchant banking and high-yield debt underwriting.

She is a board member of Robin Hood, the U.S. Fund for UNICEF and the U.S.-China Business Council. She also serves on the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets.

Erdoes earned a BS in mathematics from Georgetown University and an MBA from Harvard Business School. She lives in New York City with her husband and three daughters.

Jim
Chanos

Kynikos Associates

Jim Chanos is Founder and Managing Partner of Kynikos Associates.

Jim Chanos

Jim Chanos is the founder and managing partner of Kynikos Associates, a short-selling investment firm that provides investment management services for domestic and offshore clients. He launched Kynikos in 1985 to implement strategies he had uncovered while beginning his Wall Street career as a financial analyst with Paine Webber, Gilford Securities and Deutsche Bank.

Throughout his investment career, Chanos has identified and sold short the shares of numerous well-known corporate financial disasters; among them Baldwin-United, Commodore International, Coleco, Integrated Resources, Boston Chicken, Sunbeam, Conseco and Tyco International. His celebrated short sale of Enron shares was dubbed by Barron's as "the market call of the decade, if not the past fifty years." The media have noted his prescience in alerting finance ministers and others about the global financial crisis well before it occurred. His views on the lessons of the crisis, capital markets regulation and investment strategies, among other topics, are regularly covered by news organizations worldwide.

Chanos is chairman of the Coalition of Private Investment Companies, whose members are diverse in their size investment strategies. The members' clients include pension funds, asset managers, foundations, other institutional investors and qualified wealthy individuals. In that role, Chanos has testified before Congress and provided comments to regulations proposed by the U.S. Securities and Exchange Commission and the Financial Services Authority in the U.K.

He is currently a lecturer in finance at the Yale University School of Management and teaches a class on the history of financial fraud.

Chanos lives in New York City and has four children. He is president of the board of trustees of The Browning School and serves as a trustee at The Nightingale-Bamford School and The New York Historical Society. Chanos received his BA in economics and political science in 1980 from Yale University.

Alex
Denner

Sarissa Capital Management LP

Alex Denner is Founding Partner and CIO at Sarissa Capital Management. He's a former senior managing director at Icahn Capital.

Alex Denner

Alex Denner is the founding partner and chief investment officer of Sarissa Capital Management LP, a registered investment advisor, which he founded in 2012. Sarissa Capital focuses on improving the strategies of companies to enhance shareholder value. From 2006 to 2011, Denner served as a senior managing director at Icahn Capital, an entity through which Carl Icahn conducts his investment activities. Prior to that, he was a portfolio manager at Viking Global Investors, a private investment fund, and Morgan Stanley Investment Management, a global asset management firm. Denner currently serves as a director of Biogen Inc., Bioverativ Inc. and The Medicines Company, all health care companies. He previously served as a director of the following health care companies:

- ARIAD Pharmaceuticals Inc., where he also served as chairman
- Amylin Pharmaceuticals Inc., VIVUS Inc.
- Enzon Pharmaceuticals Inc.
- ImClone Systems Inc., where he also served as chairman of the executive committee

Alex Denner received his S.B. degree from the Massachusetts Institute of Technology and his M.S., M.Phil and PhD degrees from Yale University. Denner has a strong background overseeing the operations, capital allocation and research and development of health care companies and evaluating corporate governance matters. He also has extensive experience as an investor, particularly with respect to health care companies and has broad health care industry knowledge.

Ken
Griffin

Citadel

Ken Griffin is Founder and CEO of Citadel.

Ken Griffin

In 1987 Ken Griffin, a then-19-year-old sophomore at Harvard University, started trading from his dorm room with a fax machine, a personal computer and a telephone. From this modest but ambitious beginning, Griffin caught the attention of hedge fund pioneer and co-founder of Chicago-based Glenwood Partners, Frank Meyer, earning him the opportunity to establish what would one day become Citadel.

Griffin founded Citadel in 1990 and has since served as the firm’s chief executive officer. Today Citadel is recognized as one of the most respected and successful investment firms in the world, managing more than $30 billion in capital for its partners.

He is a passionate philanthropist, supporting educational and cultural causes that drive community engagement and improvement. He has given more than $600 million, personally and through the Citadel Foundation, to numerous organizations, including The University of Chicago, the Ann & Robert Lurie Children’s Hospital, The Field Museum of Natural History, the Art Institute of Chicago, the Museum of Modern Art and the American Museum of Natural History.

As a leader within the Chicago community, Griffin actively participates in civic and cultural institutions, serving on the board of directors of the Chicago Public Education Fund, and the board of trustees for the Art Institute of Chicago, the Museum of Contemporary Art Chicago, the Whitney Museum of American Art and The University of Chicago. He is also a member of numerous business organizations, including G100, the Civic Committee of the Commercial Club of Chicago and the Economic Club of Chicago.

Griffin earned his bachelor’s degree from Harvard University and is a proud supporter of his alma mater. In 2014 he donated $150 million to support need-based financial aid at Harvard, the largest gift in school history at the time.

Jonathan
Gray

Blackstone

Jonathan Gray is global head of real estate and a member of the board of directors of Blackstone.

Jonathan Gray

Jonathan Gray is global head of Real Estate and a member of the board of directors of Blackstone. He also sits on the firm's Management Committee.

Since joining Blackstone in 1992, Gray has helped build the largest real estate platform in the world with $93 billion in investor capital under management. Blackstone's portfolio includes hotel, office, retail, industrial and residential properties in the U.S., Europe, Asia and Latin America.

Gray currently serves as chairman of the board of Hilton Worldwide and is a board member of Brixmor Properties. He is also chairman of the board of Harlem Village Academies and a board member of Trinity School. Gray and his wife, Mindy, established the Basser Center for BRCA at the University of Pennsylvania School of Medicine focused on the prevention and treatment of certain genetically caused cancers.

He received a BS in Economics from the Wharton School, as well as a BA in English from the College of Arts and Sciences at the University of Pennsylvania, where he graduated magna cum laude and was elected to Phi Beta Kappa.

Samantha
Greenberg

Margate Capital Management LP

Samantha Greenberg is CIO of Margate Capital Management.

Samantha Greenberg

Samantha Greenberg is the CIO of Margate Capital Management, an SEC-registered investment advisor she founded in 2016. Margate pursues a thematic, catalyst-driven fundamental long/short equity strategy focused on investments across the technology, internet/media and consumer sectors, where Greenberg has 17 years of investment experience.

Prior to Margate, she was a partner and media/consumer sector head at Paulson & Co., where she generated and managed event-driven equity investments across the consumer and TMT sectors, in addition to managing a team of analysts in her sectors. Prior to Paulson & Co., Greenberg was a vice president in the Special Situations Group of Goldman Sachs, one of Goldman Sachs’ largest proprietary investing businesses. She joined Goldman Sachs’ Special Situations Group from Chilton Investment Company, where she was a long/short equity analyst focusing on TMT and consumer sectors.

Greenberg began her career as an investment banking analyst at Goldman Sachs’ Mergers & Acquisitions investment banking group, and also worked as a private-equity associate at Francisco Partners. She has been named to the Hedge Fund Journal/Ernst & Young’s “50 Leading Women in Hedge Funds” and also was named as “2016 Hedge Fund Rising Star” by Institutional Investor.

Greenberg received her MBA from Stanford University’s Graduate School of Business and graduated summa cum laude from the Wharton School at the University of Pennsylvania, with a BS in economics and dual concentration in finance and strategic management.

Alex
Roepers

Atlantic Investment Management

Alex Roepers is Founder and CIO of Atlantic Investment Management.

Alex Roepers

Alex Roepers is the chief investment officer of Atlantic Investment Management, a global equity value-investing firm he founded in 1988. Roepers applies a differentiated constructive shareholder activist investment approach to unlock incremental value in high-quality, undervalued companies in the consumer-, industrial- and business-services sectors. Atlantic's highly experienced investment team has successfully influenced change at many leading companies over the past 30 years in the United States, Europe and Japan.

Roepers began his investing career in the operations and corporate development departments at multibillion-dollar conglomerates Thyssen-Bornemisza Group (1984–88) and Dover Corp. (1980–82).

He serves on the Board of Dean's Advisors at Harvard Business School, as well as the Hotchkiss Investment Committee, the University of St. Andrews North American Advisory Board, the Metropolitan Museum of Art Chairman's Council and is the U.S. chair for the Compagnie Fonds, Dutch Maritime Museum. He also serves on Memorial Sloan Kettering's Special Projects Committee and is founder and board member for his charitable foundation, The Alexander J. Roepers Foundation.

Roepers has an MBA from Harvard Business School and a bachelor of business administration from Nijenrode University, which is the Netherlands School of Business.

David
Rubenstein

The Carlyle Group

David M. Rubenstein is a Co-Founder and Co-Executive Chairman of The Carlyle Group.

David Rubenstein

David M. Rubenstein is a Co-Founder and Co-Executive Chairman of The Carlyle Group, one of the world’s largest and most successful investment firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing $210 billion from 31 offices around the world.

Mr. Rubenstein is Chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts, the Smithsonian Institution, and the Council on Foreign Relations; a Fellow of the Harvard Corporation; a Trustee of the National Gallery of Art, the University of Chicago, Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, Lincoln Center for the Performing Arts, the Institute for Advanced Study, the Brookings Institution, and the World Economic Forum; and President of the Economic Club of Washington.
Mr. Rubenstein is a member of the American Academy of Arts and Sciences, Business Council, Harvard Global Advisory Council (Chairman), Madison Council of the Library of Congress (Chairman), Board of Dean’s Advisors of the Business School at Harvard, Advisory Board of the School of Economics and Management at Tsinghua University (former Chairman), and Board of the World Economic Forum Global Shapers Community.
Mr. Rubenstein has served as Chairman of the Board of Trustees of Duke University and Co-Chairman of the Board of the Brookings Institution.

Mr. Rubenstein is an original signer of The Giving Pledge, a significant donor to all of the above-mentioned non-profit organizations, and a recipient of the Carnegie Medal of Philanthropy, and the MoMA’s David Rockefeller Award, among other philanthropic awards.

Mr. Rubenstein has been a leader in the area of Patriotic Philanthropy, having made transformative gifts for the restoration or repair of the Washington Monument, Monticello, Montpelier, Mount Vernon, Arlington House, Iwo Jima Memorial, the Kennedy Center, the Smithsonian, the National Archives, the National Zoo, the Library of Congress, and the African-American History and Culture Museum. Mr. Rubenstein has also provided to the U.S. government long-term loans of his rare copies of the Magna Carta, the Declaration of Independence, the U.S. Constitution, the Bill of Rights, the Emancipation Proclamation, the 13th Amendment, the first map of the U.S. (Abel Buell map), and the first book printed in the U.S. (Bay Psalm Book).

Mr. Rubenstein is the host of The David Rubenstein Show: Peer-to-Peer Conversations on Bloomberg TV and PBS.

Mr. Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. Following Duke, Mr. Rubenstein graduated in 1973 from the University of Chicago Law School, where he was an editor of The Law Review.

From 1973-1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison. From 1975-1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1977-1981, during the Carter Administration, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. After his White House service and before co-founding Carlyle, Mr. Rubenstein practiced law in Washington with Shaw, Pittman, Potts & Trowbridge (now Pillsbury Winthrop Shaw Pittman).

SPEAKERS

  • MARY CALLAHAN ERDOES

    JPM Asset & Wealth Management

    Read Bio ⟶

    MARY CALLAHAN ERDOES

    Mary Callahan Erdoes is chief executive officer of J.P. Morgan's Asset & Wealth Management division, a global leader in investment management and private banking, with $2.8 trillion in client assets. She is also a member of JPMorgan Chase & Co.'s Operating Committee.

    Erdoes joined J.P. Morgan in 1996 from Meredith, Martin & Kaye, a fixed-income specialty advisory firm. Previously, she worked at Bankers Trust in corporate finance, merchant banking and high-yield debt underwriting.

    She is a board member of Robin Hood, the U.S. Fund for UNICEF and the U.S.-China Business Council. She also serves on the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets.

    Erdoes earned a BS in mathematics from Georgetown University and an MBA from Harvard Business School. She lives in New York City with her husband and three daughters.

  • JIM CHANOS

    Kynikos Associates

    Read Bio ⟶

    JIM CHANOS

    Jim Chanos is the founder and managing partner of Kynikos Associates, a short-selling investment firm that provides investment management services for domestic and offshore clients. He launched Kynikos in 1985 to implement strategies he had uncovered while beginning his Wall Street career as a financial analyst with Paine Webber, Gilford Securities and Deutsche Bank.

    Throughout his investment career, Chanos has identified and sold short the shares of numerous well-known corporate financial disasters; among them Baldwin-United, Commodore International, Coleco, Integrated Resources, Boston Chicken, Sunbeam, Conseco and Tyco International. His celebrated short sale of Enron shares was dubbed by Barron's as "the market call of the decade, if not the past fifty years." The media have noted his prescience in alerting finance ministers and others about the global financial crisis well before it occurred. His views on the lessons of the crisis, capital markets regulation and investment strategies, among other topics, are regularly covered by news organizations worldwide.

    Chanos is chairman of the Coalition of Private Investment Companies, whose members are diverse in their size investment strategies. The members' clients include pension funds, asset managers, foundations, other institutional investors and qualified wealthy individuals. In that role, Chanos has testified before Congress and provided comments to regulations proposed by the U.S. Securities and Exchange Commission and the Financial Services Authority in the U.K.

    He is currently a lecturer in finance at the Yale University School of Management and teaches a class on the history of financial fraud.

    Chanos lives in New York City and has four children. He is president of the board of trustees of The Browning School and serves as a trustee at The Nightingale-Bamford School and The New York Historical Society. Chanos received his BA in economics and political science in 1980 from Yale University.

  • ALEX DENNER, PH.D.

    Sarissa Capital Management LP

    Read Bio ⟶

    ALEX DENNER, PH.D.

    Alex Denner is the founding partner and chief investment officer of Sarissa Capital Management LP, a registered investment advisor, which he founded in 2012. Sarissa Capital focuses on improving the strategies of companies to enhance shareholder value. From 2006 to 2011, Denner served as a senior managing director at Icahn Capital, an entity through which Carl Icahn conducts his investment activities. Prior to that, he was a portfolio manager at Viking Global Investors, a private investment fund, and Morgan Stanley Investment Management, a global asset management firm. Denner currently serves as a director of Biogen Inc., Bioverativ Inc. and The Medicines Company, all health care companies. He previously served as a director of the following health care companies:

    - ARIAD Pharmaceuticals Inc., where he also served as chairman
    - Amylin Pharmaceuticals Inc., VIVUS Inc.
    - Enzon Pharmaceuticals Inc.
    - ImClone Systems Inc., where he also served as chairman of the executive committee

    Alex Denner received his S.B. degree from the Massachusetts Institute of Technology and his M.S., M.Phil and PhD degrees from Yale University. Denner has a strong background overseeing the operations, capital allocation and research and development of health care companies and evaluating corporate governance matters. He also has extensive experience as an investor, particularly with respect to health care companies and has broad health care industry knowledge.

  • KEN GRIFFIN

    Citadel

    Read Bio ⟶

    KEN GRIFFIN

    In 1987 Ken Griffin, a then-19-year-old sophomore at Harvard University, started trading from his dorm room with a fax machine, a personal computer and a telephone. From this modest but ambitious beginning, Griffin caught the attention of hedge fund pioneer and co-founder of Chicago-based Glenwood Partners, Frank Meyer, earning him the opportunity to establish what would one day become Citadel.

    Griffin founded Citadel in 1990 and has since served as the firm’s chief executive officer. Today Citadel is recognized as one of the most respected and successful investment firms in the world, managing more than $30 billion in capital for its partners.

    He is a passionate philanthropist, supporting educational and cultural causes that drive community engagement and improvement. He has given more than $600 million, personally and through the Citadel Foundation, to numerous organizations, including The University of Chicago, the Ann & Robert Lurie Children’s Hospital, The Field Museum of Natural History, the Art Institute of Chicago, the Museum of Modern Art and the American Museum of Natural History.

    As a leader within the Chicago community, Griffin actively participates in civic and cultural institutions, serving on the board of directors of the Chicago Public Education Fund, and the board of trustees for the Art Institute of Chicago, the Museum of Contemporary Art Chicago, the Whitney Museum of American Art and The University of Chicago. He is also a member of numerous business organizations, including G100, the Civic Committee of the Commercial Club of Chicago and the Economic Club of Chicago.

    Griffin earned his bachelor’s degree from Harvard University and is a proud supporter of his alma mater. In 2014 he donated $150 million to support need-based financial aid at Harvard, the largest gift in school history at the time.

  • JONATHAN GRAY

    Blackstone

    Read Bio ⟶

    JONATHAN GRAY

    Jonathan Gray is global head of Real Estate and a member of the board of directors of Blackstone. He also sits on the firm's Management Committee.

    Since joining Blackstone in 1992, Gray has helped build the largest real estate platform in the world with $93 billion in investor capital under management. Blackstone's portfolio includes hotel, office, retail, industrial and residential properties in the U.S., Europe, Asia and Latin America.

    Gray currently serves as chairman of the board of Hilton Worldwide and is a board member of Brixmor Properties. He is also chairman of the board of Harlem Village Academies and a board member of Trinity School. Gray and his wife, Mindy, established the Basser Center for BRCA at the University of Pennsylvania School of Medicine focused on the prevention and treatment of certain genetically caused cancers.

    He received a BS in Economics from the Wharton School, as well as a BA in English from the College of Arts and Sciences at the University of Pennsylvania, where he graduated magna cum laude and was elected to Phi Beta Kappa.

  • SAMANTHA GREENBERG

    Margate Capital Management LP

    Read Bio ⟶

    SAMANTHA GREENBERG

    Samantha Greenberg is the CIO of Margate Capital Management, an SEC-registered investment advisor she founded in 2016. Margate pursues a thematic, catalyst-driven fundamental long/short equity strategy focused on investments across the technology, internet/media and consumer sectors, where Greenberg has 17 years of investment experience.

    Prior to Margate, she was a partner and media/consumer sector head at Paulson & Co., where she generated and managed event-driven equity investments across the consumer and TMT sectors, in addition to managing a team of analysts in her sectors. Prior to Paulson & Co., Greenberg was a vice president in the Special Situations Group of Goldman Sachs, one of Goldman Sachs’ largest proprietary investing businesses. She joined Goldman Sachs’ Special Situations Group from Chilton Investment Company, where she was a long/short equity analyst focusing on TMT and consumer sectors.

    Greenberg began her career as an investment banking analyst at Goldman Sachs’ Mergers & Acquisitions investment banking group, and also worked as a private-equity associate at Francisco Partners. She has been named to the Hedge Fund Journal/Ernst & Young’s “50 Leading Women in Hedge Funds” and also was named as “2016 Hedge Fund Rising Star” by Institutional Investor.

    Greenberg received her MBA from Stanford University’s Graduate School of Business and graduated summa cum laude from the Wharton School at the University of Pennsylvania, with a BS in economics and dual concentration in finance and strategic management.

  • ALEX ROEPERS

    Atlantic Investment Management

    Read Bio ⟶

    ALEX ROEPERS

    Alex Roepers is the chief investment officer of Atlantic Investment Management, a global equity value-investing firm he founded in 1988. Roepers applies a differentiated constructive shareholder activist investment approach to unlock incremental value in high-quality, undervalued companies in the consumer-, industrial- and business-services sectors. Atlantic's highly experienced investment team has successfully influenced change at many leading companies over the past 30 years in the United States, Europe and Japan.

    Roepers began his investing career in the operations and corporate development departments at multibillion-dollar conglomerates Thyssen-Bornemisza Group (1984–88) and Dover Corp. (1980–82).

    He serves on the Board of Dean's Advisors at Harvard Business School, as well as the Hotchkiss Investment Committee, the University of St. Andrews North American Advisory Board, the Metropolitan Museum of Art Chairman's Council and is the U.S. chair for the Compagnie Fonds, Dutch Maritime Museum. He also serves on Memorial Sloan Kettering's Special Projects Committee and is founder and board member for his charitable foundation, The Alexander J. Roepers Foundation.

    Roepers has an MBA from Harvard Business School and a bachelor of business administration from Nijenrode University, which is the Netherlands School of Business.

  • DAVID RUBENSTEIN

    The Carlyle Group

    Read Bio ⟶

    DAVID RUBENSTEIN

    David M. Rubenstein is a Co-Founder and Co-Executive Chairman of The Carlyle Group, one of the world’s largest and most successful investment firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing $210 billion from 31 offices around the world.

    Mr. Rubenstein is Chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts, the Smithsonian Institution, and the Council on Foreign Relations; a Fellow of the Harvard Corporation; a Trustee of the National Gallery of Art, the University of Chicago, Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, Lincoln Center for the Performing Arts, the Institute for Advanced Study, the Brookings Institution, and the World Economic Forum; and President of the Economic Club of Washington.
    Mr. Rubenstein is a member of the American Academy of Arts and Sciences, Business Council, Harvard Global Advisory Council (Chairman), Madison Council of the Library of Congress (Chairman), Board of Dean’s Advisors of the Business School at Harvard, Advisory Board of the School of Economics and Management at Tsinghua University (former Chairman), and Board of the World Economic Forum Global Shapers Community.
    Mr. Rubenstein has served as Chairman of the Board of Trustees of Duke University and Co-Chairman of the Board of the Brookings Institution.

    Mr. Rubenstein is an original signer of The Giving Pledge, a significant donor to all of the above-mentioned non-profit organizations, and a recipient of the Carnegie Medal of Philanthropy, and the MoMA’s David Rockefeller Award, among other philanthropic awards.

    Mr. Rubenstein has been a leader in the area of Patriotic Philanthropy, having made transformative gifts for the restoration or repair of the Washington Monument, Monticello, Montpelier, Mount Vernon, Arlington House, Iwo Jima Memorial, the Kennedy Center, the Smithsonian, the National Archives, the National Zoo, the Library of Congress, and the African-American History and Culture Museum. Mr. Rubenstein has also provided to the U.S. government long-term loans of his rare copies of the Magna Carta, the Declaration of Independence, the U.S. Constitution, the Bill of Rights, the Emancipation Proclamation, the 13th Amendment, the first map of the U.S. (Abel Buell map), and the first book printed in the U.S. (Bay Psalm Book).

    Mr. Rubenstein is the host of The David Rubenstein Show: Peer-to-Peer Conversations on Bloomberg TV and PBS.

    Mr. Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. Following Duke, Mr. Rubenstein graduated in 1973 from the University of Chicago Law School, where he was an editor of The Law Review.

    From 1973-1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison. From 1975-1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1977-1981, during the Carter Administration, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. After his White House service and before co-founding Carlyle, Mr. Rubenstein practiced law in Washington with Shaw, Pittman, Potts & Trowbridge (now Pillsbury Winthrop Shaw Pittman).

  • EDGAR ‘ED’ WACHENHEIM III

    Greenhaven Associates

    Read Bio ⟶

    EDGAR ‘ED’ WACHENHEIM III

    Edgar "Ed" Wachenheim III is founder, CEO and chairman of Greenhaven Associates, a value-oriented investment management firm that manages approximately $7.5 billion. Clients include wealthy families, university endowments and nonprofits. Purchase, New York-based Greenhaven invests with a three- to four-year time horizon and pays almost no attention to short-term or relative performance or to prediction on the near-term direction of the stock market. From 1988–2017, the average annual return of a Greenhaven portfolio had been roughly 19 percent (before fees).

    Author of the book, Common Stocks & Common Sense (Wiley – 2016), Wachenheim is vice chairman of the board of Central National-Gottesman, a company with close to $6 billion in revenues that distributes and markets paper around the world; chairman of the board of WNET; a trustee of the Museum of Modern Art; life trustee and former chair of the executive and investment committees of the New York Public Library; trustee emeritus and former vice chair of Skidmore College and trustee emeritus and former board president of Rye Country Day School.

    Wachenheim's interests include hiking, tennis, photography, modern art and the management of endowments (have been chair of five investment committees over the years). He has four children and six grandchildren and lives in Rye, New York.

  • MARC LEVINE

    Illinois State Board of Investment

    Read Bio ⟶

    MARC LEVINE

    Marc Levine is the Chairman of the Illinois State Board of Investment (ISBI), which manages $22 billion on behalf of 140,000 state employees. Marc was a pioneer in the asset-backed securities industry with transactions including the first-ever securitization of precious metals. Marc was the founding principal of Chicago Asset Funding LLC, a AAA-rated structured-finance investment firm that in 2009 was one of the market's largest investors in junior collateralized loan obligations. Prior to that Marc ran similar vehicles for ABN AMRO and Continental Bank in Chicago and began his career in auditing and consulting at KPMG.


    Marc earned his MBA from Northwestern University's Kellogg Graduate School of Management, received his B.S. from the University of Florida and is a Certified Public Accountant. Marc has also served on the S&P Dow Jones Indices US Advisory Panel, the Illinois Teachers Retirement System pension board and numerous corporate boards, including the leasing subsidiaries of General Motors.

  • GUY ADAMI

    Private Advisor Group

    Read Bio ⟶

    GUY ADAMI

    Guy is an original member of CNBC's Fast Money. He is currently the Director of Advisor Advocacy at Private Advisor Group in Morristown, New Jersey. Private Advisor Group is comprised of a network of nearly 600 advisors with assets approaching $17B.

    Guy has held numerous key leadership roles in the financial services industry. He began his career at Drexel Burnham Lambert in 1986 and was quickly promoted to Vice President and head gold trader at the firm. In 1996, he joined Goldman Sachs as their head gold trader and one of the many proprietary traders within the Fixed Income Currency and Commodity division. In the spring of 2000, Adami joined the U.S. Equities division of Goldman Sachs where he was put in charge of the firm's Industrial/Basic Material group.

    Guy is the Vice Chairman of the NJ Chapter of The Leukemia and Lymphoma Society, who named him their "Man of the Year" in 2015.He also sits on the national board of Invest in Others, and Big Brothers Big Sisters. In August 2012, Guy completed the New York City Ironman.

  • DAVID FABER

    CNBC

    Read Bio ⟶

    DAVID FABER

    An award-winning journalist and New York Times best-selling author, David Faber is a co-anchor of CNBC's "Squawk on the Street" (M-F, 9AM-11AM ET) and an anchor and co-producer of CNBC's acclaimed original documentaries and long-form programming.

    During the day, Faber breaks news and provides in-depth analysis on a range of business topics during the "Faber Report." In his more than two decades with CNBC, Faber has broken many big financial stories, including Disney's deal to buy most of Twenty-First Century Fox's assets, the massive fraud at WorldCom and Rupert Murdoch's unsolicited bid for Dow Jones.

    Faber has reported 10 documentaries for CNBC for which he has received Loeb, Emmy, Peabody and duPont awards.

    His book "The Faber Report" was published by Little, Brown in spring 2002; his second book, "And Then the Roof Caved In," was published in the summer of 2009 by John Wiley.

    He holds a bachelor's degree in English from Tufts University.

  • MELISSA LEE

    CNBC

    Read Bio ⟶

    MELISSA LEE

    Melissa Lee is the host of CNBC's "Fast Money" (Monday-Thursday, 5PM-6PM ET; Friday, 5PM-5:30PM ET), which originates from the Nasdaq's MarketSite studio in New York's Times Square. "Fast Money" gives you the information normally reserved for the Wall Street trading floor, enabling you to make decisions that can make you money. She is also the host of "Options Action," (Friday, 5:30PM ET), a weekly half-hour program that explains the advantages of options trading.

    In addition, Lee is a member of the ensemble cast of CNBC's "Power Lunch" (M-F, 1PM-3PM ET).

    Previously, Lee was co-anchor of CNBC's "Squawk on the Street" and host of "Money in Motion Currency Trading." She also covered investment banking, hedge funds and private equity for the network.

    Lee has reported one-hour documentaries for the network, including "Rise of the Machines (2013)," "Code Wars: America's Cyber Threat"(2011), "Coca-Cola: The Real Story Behind the Real Thing" (2009) and "Porn: Business of Pleasure" (2009). In 2008, Lee reported and anchored a one-hour documentary, "Made in China: People's Republic of Profit," from Beijing and Shanghai. She reported extensively for the network on China from the country's growth to its challenges to the opportunities for U.S. businesses.

    Lee received a 2010 Gracie Award for Outstanding Host-News and a Gerald Loeb Award nomination in 2009 for a CNBC Special Report: "Is Your Money Safe? The Fall of Lehman Brothers," for which she co-anchored. Lee also has been nominated for two Emmy awards in Business News. In 2007, she was recognized for her report, "The $50M Con," about a college student-turned scammer who ran a fake hedge fund and was ultimately caught by the FBI. And in 2003, she was nominated for her reporting on the proxy voting of mutual funds.

    Prior to joining CNBC in 2004, Lee worked for Bloomberg Television and CNN Financial News.

    Before her career in television, Lee was a consultant at Mercer Management Consulting. Her cases focused on the banking and credit card sectors.

    Lee graduated with honors from Harvard College with a bachelor of arts in government. She also served as Assistant Managing Editor of the Harvard Crimson.

  • LARRY KUDLOW

    National Economic Council

    Read Bio ⟶

    LARRY KUDLOW

    Lawrence A. Kudlow serves as Assistant to the President for Economic Policy and Director of the National Economic Council. He leads the coordination of President Donald J. Trump’s domestic and global economic policy agenda.

    During President Trump’s campaign, Kudlow served as a tax and economic advisor.

    Prior to the White House, Kudlow was a CNBC Senior Contributor and host of CNBC’s primetime show “The Kudlow Report.” He also served as chief economist and senior managing director of Bear Stearns & Company.

    During President Reagan’s first term, Kudlow was associate director for economics and planning at the Office of Management and Budget, where he was engaged in the development of the Administration’s economic and budget policy.

    He started his career at the Federal Reserve Bank of New York.

    Kudlow has been a nationally syndicated columnist. He was a senior editor of National Review magazine, as well as a columnist and economics editor for National Review Online. He is also the author of “JFK and the Reagan Revolution: A Secret History of American Prosperity” and “American Abundance: The New Economic and Moral Prosperity.”

    He previously served as the president of St. Patrick’s Church Parish Council in Redding, Connecticut and on the Fordham University Board of Trustees. Kudlow has won numerous awards, including the Bishop’s Humanitarian Award from the Catholic Charities of Brooklyn & Queens, the New York Police Department Holy Name Society’s Lifetime Achievement Award, and the Ambassadors for Mission Award from the Pontifical Mission Societies of the United States.

    Kudlow was educated at the University of Rochester and Princeton University’s Woodrow Wilson School of Public and International Affairs.

  • TYLER MATHISEN

    CNBC

    Read Bio ⟶

    TYLER MATHISEN

    Tyler Mathisen co-anchors CNBC's "Power Lunch" (M-F, 1PM-3PM ET), one of the network's longest running program franchises. He is also Vice President, Events Strategy for CNBC, working closely with the network's events team to grow the rapidly expanding business.

    Previously, Mathisen was co-anchor of "Nightly Business Report," an award-winning evening business news program produced by CNBC for U.S. public television. In 2014, NBR was named best radio/TV show by the Society of American Business Editors and Writers (SABEW). Since joining CNBC in 1997, Mathisen has held a number of positions including managing editor of CNBC Business News, responsible for directing the network's daily content and coverage. He was also co-anchor of CNBC's "Closing Bell."

    Mathisen has reported one-hour documentaries for the network including "Best Buy: The Big Box Fights Back," "Supermarkets Inc: Inside a $500 Billion Money Machine" and "Death: It's a Living." Mathisen was also host of the CNBC series "How I Made My Millions."

    Prior to CNBC, Mathisen spent 15 years as a writer, senior editor and top editor for Money magazine. Among other duties, he supervised the magazine's mutual funds coverage, its annual investment forecast issue and its expansion into electronic journalism, for which it won the first-ever National Magazine Award for New Media in 1997.

    In 1993, Mathisen won the American University-Investment Company Institute Award for Personal Finance Journalism for a televised series on "Caring for Aging Parents," which aired on ABC's "Good Morning America." Mathisen served as money editor of "GMA" from 1991 to 1997. He also won an Emmy Award for a report on the 1987 stock market crash that aired on New York's WCBS-TV.

    A native of Arlington,Va., Mathisen graduated with distinction from the University of Virginia.

  • ANDREW ROSS SORKIN

    CNBC

    Read Bio ⟶

    ANDREW ROSS SORKIN

    Andrew Ross Sorkin is co-anchor of "Squawk Box" (M-F, 6AM-9AM ET), CNBC's signature morning program. Sorkin is also a financial columnist for The New York Times and the editor-at-large of DealBook, a news site he founded that is published by The Times.
    Sorkin is the author of the best-selling book, "Too Big to Fail: The Inside Story of How Wall Street and Washington Fought to Save the Financial System—and Themselves," which chronicled the events of the 2008 financial crisis. The book won the 2010 Gerald Loeb Award for Best Business Book, and was shortlisted for the 2010 Samuel Johnson Prize and the 2010 Financial Times Business Book of the Year Award. The book was adapted as a movie by HBO Films in 2011. Sorkin was a co-producer of the film, which was nominated for 11 Emmy Awards.

    Sorkin is also co-creator of the drama series "Billions" on Showtime starring Paul Giamatti and Damien Lewis.

    Over the years, Sorkin has broken news on many major mergers and acquisitions, including Chase's acquisition of JPMorgan and Hewlett-Packard's acquisition of Compaq. He also led The Times's coverage of Vodafone's $183 billion hostile bid for Mannesmann, resulting in the world's largest takeover ever.

    He won a Gerald Loeb Award in 2004 for breaking the news of IBM's historic sale of its PC business to Lenovo. He was also a finalist in the commentary category for his DealBook column. He won a Society of American Business Editors and Writers Award for breaking news in 2005 and again in 2006. In 2007, the World Economic Forum named him a Young Global Leader. In 2008 and 2009, Vanity Fair named him to its "Next Establishment" list. He was also named to the "Directorship 100," a list of the most influential people on the nation's board of directors. He is a term member of the Council on Foreign Relations.

    Sorkin began writing for The New York Times in 1995 under unusual circumstances: He hadn't yet graduated from high school.

    He graduated from Cornell University with a B.S. degree in May 1999.

AGENDA

7:30am - 8:30am

Registration and Breakfast

Breakfast sponsored by: Hospital for Special Surgery

8:00am - 8:45am

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

8:45am - 9:15am

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

9:15am - 9:45am

DELIVERING GLOBAL ALPHA

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

9:45am - 10:15am

FORTIFYING CITADEL

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

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

10:15am - 10:45am

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

10:45am - 11:15am

Coffee Break

11:15am - 11:45am

Alpha Spotlight

Jonathan Gray, President and Chief Operating Officer, Blackstone

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

11:45am - 12:15pm

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

12:15pm - 2:15pm

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

2:15pm - 2:45pm

Rates, Risks, Returns

Howard Marks, Co-Chairman, Oaktree Capital

Interviewer: Scott Wapner, Host, “Fast Money Halftime Report,” CNBC

2:45pm - 3:15pm

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

3:15pm - 3:45pm

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

3:45pm - 4:15pm

Coffee Break

4:15pm - 4:45pm

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

4:45pm - 5:15pm

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

5:15pm

Cocktail Reception

INTERESTED IN ATTENDING?

TO LEARN MORE ABOUT DELIVERING ALPHA, PLEASE SUBMIT AN INQUIRY HERE.

SPONSORED BY

SPONSORED BY