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One of the most influential investor conferences every year, Delivering Alpha brings together the biggest asset managers and investors, plus influential political and economic figures for a high-level discussion on the critical issues in today’s global economy.

The event features one-on-one interviews and panel discussions led by top journalists from CNBC and Institutional Investor.

SEE PAST EVENTS | 2019 | 2018

For coverage related to Delivering Alpha and content from prior conferences, please visit DeliveringAlpha.com.

SPEAKERS

Steven
Mnuchin

United States Treasury

Steven Mnuchin is the U.S. Secretary of the Treasury.

Steven Mnuchin

Steven Terner Mnuchin was sworn in as the 77th Secretary of the Treasury on February 13, 2017.
As Secretary, Mr. Mnuchin is responsible for the U.S. Treasury, whose mission is to maintain a strong economy, foster economic growth, and create job opportunities by promoting the conditions that enable prosperity at home and abroad. He is also responsible for strengthening national security by combating economic threats and protecting our financial system, as well as managing the U.S. Government’s finances.

Secretary Mnuchin has played a pivotal role in advancing the Administration’s economic agenda, including the passage and implementation of its key legislative achievement, the Tax Cuts and Jobs Act. He also leads the Treasury Department’s regulatory reform efforts. Secretary Mnuchin is chair of the Committee on Foreign Investment in the United States (CFIUS) and is a member of the National Security Council. He is responsible for using economic tools to combat terrorist financing and other threats to the United States and our allies.
Prior to his confirmation, Secretary Mnuchin was Finance Chairman for Donald J. Trump for President and traveled extensively with the President. He also served as a Senior Economic Advisor to the President in developing his economic agenda.

Prior to his confirmation he also served as Founder, Chairman, and Chief Executive Officer of Dune Capital Management. He founded OneWest Bank Group LLC and served as its Chairman and Chief Executive Officer until its sale to CIT Group Inc. Earlier in his career, Secretary Mnuchin worked at The Goldman Sachs Group, Inc. where he was a Partner and served as Chief Information Officer. He has extensive experience in global financial markets and investments.

Secretary Mnuchin is committed to philanthropic activities and previously served as a Member of the Boards of the Museum of Contemporary Art Los Angeles (MOCA), the Whitney Museum of Art, the Hirshhorn Museum and Sculpture Garden on the Mall, the UCLA Health System Board, the New York Presbyterian Hospital Board, and the Los Angeles Police Foundation. He was born and raised in New York City. Secretary Mnuchin holds a Bachelor's Degree from Yale University.

Carla
Harris

Morgan Stanley

Carla Harris is Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley.

Carla Harris

Carla Harris is vice chairman of Wealth Management and senior client advisor at Morgan Stanley. She was chair of the Morgan Stanley Foundation from 2005 to 2014 and sits on the boards of several community organizations. In August 2013 Carla was appointed by President Barack Obama to chair the National Women’s Business Council. She is a gospel recording artist and a popular public speaker who gives impactful career guidance to corporate audiences based on her book, “Expect to Win.” Carla joined Morgan Stanley in 1987 after completing an AB in economics from Harvard University and an MBA from Harvard Business School.

Elizabeth
Warren

United States Senator

Elizabeth Warren is the senior United States Senator from Massachusetts.

Elizabeth Warren

Elizabeth Warren, a fearless consumer advocate who has made her life's work the fight for middle class families, was elected to the United States Senate on November 6, 2012, by the people of Massachusetts.

Elizabeth is recognized as one of the nation's top experts on bankruptcy and the financial pressures facing middle class families, and the Boston Globe has called her "the plainspoken voice of people getting crushed by so many predatory lenders and under regulated banks."

She is widely credited for the original thinking, political courage, and relentless persistence that led to the creation of the Consumer Financial Protection bureau. President Obama asked her to set up the new agency to hold Wall Street banks and other financial institutions accountable, and to protect consumers from financial tricks and traps often hidden in mortgages, credit cards and other financial products.

In the aftermath of the 2008 financial crisis, Warren served as Chair of the Congressional Oversight Panel for the Troubled Asset Relief Program (TARP). Her independent and tireless efforts to protect taxpayers, to hold Wall Street accountable, and to ensure tough oversight of both the Bush and Obama Administrations won praise from both sides of the aisle. The Boston Globe named Elizabeth Warren Bostonian of the Year and TIME Magazine called her a "New Sheriff of Wall Street" for her oversight efforts.

During her campaign for the Senate, Elizabeth promised to fight for middle class families and to make sure that everyone has a fair shot to get ahead. She called for policies that would level the regulatory playing field for small businesses and ensure that everyone - even large and powerful corporations - pays a fair share in taxes and is held accountable for breaking the law.

Endorsing Elizabeth's candidacy, the New Bedford Standard-Times said, "Elizabeth Warren has it right on all the things that matter most to us in SouthCoast and across Massachusetts," with "principles that without a doubt, promote the well-being of the middle class." The Boston Globe called Elizabeth "a fierce advocate for the lot of working families, creating educational opportunities, and expanding medical research."

The Springfield Republican said, "We need a voice for working families in Washington again. Elizabeth Warren will give us that voice."

Senator Warren was a law professor for more than 30 years, including nearly 20 years as the Leo Gottlieb Professor of Law at Harvard Law School. The graduating class at Harvard twice recognized her with the Sacks-Freund Award for excellence in teaching.

She taught courses on commercial law, contracts, and bankruptcy and wrote more than a hundred articles and ten books, including three national best-sellers, A Fighting Chance, The Two-Income Trap, and All Your Worth. National Law Journal named her one of the Most Influential Lawyers of the Decade, TIME Magazine has named her one of the 100 most influential people in the world four times, and she has been honored by the Massachusetts Women's Bar Association with the Lelia J. Robinson Award.

Elizabeth learned first-hand about the economic pressures facing working families, growing up in a family she says was "on the ragged edge of the middle class." She got married at 19, and after graduating from college, started teaching in elementary school.

Her first baby, a daughter Amelia, was born when Elizabeth was 22. When Amelia was two, Elizabeth started law school. Shortly after she graduated, her son Alex was born.

Elizabeth hung out a shingle and practiced law out of her living room, but she soon returned to teaching.

Elizabeth is a graduate of the University of Houston and Rutgers School of Law.
Elizabeth and her husband Bruce Mann have been married for 38 years and live in Cambridge, Massachusetts with their golden retriever, Bailey. They have three grandchildren.

H.E. Yasir
Al-Rumayyan

Public Investment Fund, Aramco

H.E. Yasir Al-Rumayyan is Public Investment Fund Governor and Aramco Chairman.

H.E. Yasir Al-Rumayyan

H.E. Yasir Al-Rumayyan is Public Investment Fund Governor and Aramco Chairman. He is also a member of the Council of Economic and Development Affairs, and serves as an advisor to the General Secretariat of the Council of Ministers, the Chairman of the Decision Support Center, and a board member of Saudi Industrial Development Fund.

He holds a bachelor degree in accounting from King Faisal University and has completed the general management program at Harvard Business School.

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.

Robert F.
Smith

Vista Equity Partners

Robert F. Smith is Founder, Chairman and CEO of Vista Equity Partners.

Robert F. Smith

Robert F. Smith is Founder, Chairman and CEO of Vista Equity Partners.

Stephen
Schwarzman

Blackstone

Stephen Schwarzman is Chairman, CEO and Co-Founder of Blackstone.

Stephen Schwarzman

Stephen A. Schwarzman is Chairman, CEO and Co-Founder of Blackstone, one of the world’s leading investment firms with $545 billion Assets Under Management (as of June 30, 2019). Mr. Schwarzman has been involved in all phases of Blackstone’s development since its founding in 1985. The firm has established leading investing businesses across asset classes, including private equity, where it is a global leader in traditional buyout, growth equity, special situations and secondary investing; real estate, where it is currently the largest owner of property in the world; hedge fund solutions, where it is the world’s largest discretionary hedge fund investor; and credit, where it is a global leader and major provider of credit for small, middle-market and other companies. Blackstone has also recently launched major new businesses dedicated to infrastructure and life sciences investing, as well as delivering the firm’s investment management expertise and products to insurance companies.

Mr. Schwarzman is an active philanthropist with a history of supporting education, as well as culture and the arts, among other things. In both business and philanthropy, Mr. Schwarzman has dedicated himself to tackling big problems with transformative solutions. In October 2018, he announced a foundational $350 million gift to establish the MIT Schwarzman College of Computing, an interdisciplinary hub which will reorient MIT to address the opportunities and challenges presented by the rise of artificial intelligence, including critical ethical and policy considerations to ensure that the technologies are employed for the common good. In 2015, Mr. Schwarzman donated $150 million to Yale University to establish the Schwarzman Center, a first-of-its-kind campus center in Yale’s historic “Commons” building, and also gave a founding gift of $40 million to the Inner-City Scholarship Fund, which provides tuition assistance to underprivileged children attending Catholic schools in the Archdiocese of New York. In 2013, he founded an international scholarship program, “Schwarzman Scholars,” at Tsinghua University in Beijing to educate future leaders about China. At over $575 million, the program is modeled on the Rhodes Scholarship and is the single largest philanthropic effort in China’s history coming largely from international donors. Mr. Schwarzman is Co-Chair of the Board of Trustees of Schwarzman Scholars. In 2007, Mr. Schwarzman donated $100 million to the New York Public Library on whose board he serves.

Mr. Schwarzman is a member of The Council on Foreign Relations, The Business Council, The Business Roundtable, and The International Business Council of the World Economic Forum. He is a former co-chair of the Partnership for New York City and serves on the boards of The Asia Society and New York-Presbyterian Hospital, as well as on The Advisory Board of the School of Economics and Management at Tsinghua University, Beijing. He is a Trustee of The Frick Collection in New York City and Chairman Emeritus of the Board of Directors of The John F. Kennedy Center for the Performing Arts. In 2007, Mr. Schwarzman was included in TIME’s “100 Most Influential People.” In 2016, he topped Forbes Magazine’s list of the most influential people in finance and in 2018 was ranked in the Top 50 on Forbes’ list of the “World’s Most Powerful People.” The Republic of France has awarded Mr. Schwarzman both the Légion d'Honneur and the Ordre des Arts et des Letters at the Commandeur level. Mr. Schwarzman is one of the only Americans to receive both awards recognizing significant contributions to France. He was also awarded the Order of the Aztec Eagle, Mexico’s highest honor for foreigners.

He is also the Former Chairman of the President’s Strategic and Policy Forum, which was charged with providing direct input to the President of the United States from business leaders through a non-partisan, non-bureaucratic exchange of ideas.

Mr. Schwarzman holds a B.A. from Yale University and an M.B.A. from Harvard Business School. He has served as an adjunct professor at the Yale School of Management and on the Harvard Business School Board of Dean’s Advisors.

Afsaneh Mashayekhi
Beschloss

RockCreek

Afsaneh Mashayekhi Beschloss is Founder and CEO of RockCreek.

Afsaneh Mashayekhi Beschloss

Afsaneh Mashayekhi Beschloss is founder and CEO of RockCreek, which provides investment and advisory services to large investors, and utilizes customized hedge fund and emerging market portfolios.

Previously, she was treasurer and chief investment officer of the World Bank, responsible for managing $65 billion in assets and $160 billion in derivatives and structured products, as well as the organization's $30 billion funding strategy. Her other posts at the bank included senior manager of the derivatives and structured products group and fixed-income portfolio manager.

Beschloss previously worked for J.P. Morgan in New York and London, Shell International Group Planning in London and Oxford University.

She is a member of the board of trustees of the Ford Foundation, where she has chaired the investment committee, and serves on the board and investment committee of the Urban Institute and World Resources Institute. She also advises international pension funds and central banks.

Beschloss holds an M.Phil, with honors, in economics from Oxford University.

SPEAKERS

  • Steven Mnuchin

    United States Treasury

    Read Bio ⟶

    Steven Mnuchin

    Steven Terner Mnuchin was sworn in as the 77th Secretary of the Treasury on February 13, 2017.
    As Secretary, Mr. Mnuchin is responsible for the U.S. Treasury, whose mission is to maintain a strong economy, foster economic growth, and create job opportunities by promoting the conditions that enable prosperity at home and abroad. He is also responsible for strengthening national security by combating economic threats and protecting our financial system, as well as managing the U.S. Government’s finances.

    Secretary Mnuchin has played a pivotal role in advancing the Administration’s economic agenda, including the passage and implementation of its key legislative achievement, the Tax Cuts and Jobs Act. He also leads the Treasury Department’s regulatory reform efforts. Secretary Mnuchin is chair of the Committee on Foreign Investment in the United States (CFIUS) and is a member of the National Security Council. He is responsible for using economic tools to combat terrorist financing and other threats to the United States and our allies.
    Prior to his confirmation, Secretary Mnuchin was Finance Chairman for Donald J. Trump for President and traveled extensively with the President. He also served as a Senior Economic Advisor to the President in developing his economic agenda.

    Prior to his confirmation he also served as Founder, Chairman, and Chief Executive Officer of Dune Capital Management. He founded OneWest Bank Group LLC and served as its Chairman and Chief Executive Officer until its sale to CIT Group Inc. Earlier in his career, Secretary Mnuchin worked at The Goldman Sachs Group, Inc. where he was a Partner and served as Chief Information Officer. He has extensive experience in global financial markets and investments.

    Secretary Mnuchin is committed to philanthropic activities and previously served as a Member of the Boards of the Museum of Contemporary Art Los Angeles (MOCA), the Whitney Museum of Art, the Hirshhorn Museum and Sculpture Garden on the Mall, the UCLA Health System Board, the New York Presbyterian Hospital Board, and the Los Angeles Police Foundation. He was born and raised in New York City. Secretary Mnuchin holds a Bachelor's Degree from Yale University.

  • Carla Harris

    Morgan Stanley

    Read Bio ⟶

    Carla Harris

    Carla Harris is vice chairman of Wealth Management and senior client advisor at Morgan Stanley. She was chair of the Morgan Stanley Foundation from 2005 to 2014 and sits on the boards of several community organizations. In August 2013 Carla was appointed by President Barack Obama to chair the National Women’s Business Council. She is a gospel recording artist and a popular public speaker who gives impactful career guidance to corporate audiences based on her book, “Expect to Win.” Carla joined Morgan Stanley in 1987 after completing an AB in economics from Harvard University and an MBA from Harvard Business School.

  • Elizabeth Warren

    United States Senator

    Read Bio ⟶

    Elizabeth Warren

    Elizabeth Warren, a fearless consumer advocate who has made her life's work the fight for middle class families, was elected to the United States Senate on November 6, 2012, by the people of Massachusetts.

    Elizabeth is recognized as one of the nation's top experts on bankruptcy and the financial pressures facing middle class families, and the Boston Globe has called her "the plainspoken voice of people getting crushed by so many predatory lenders and under regulated banks."

    She is widely credited for the original thinking, political courage, and relentless persistence that led to the creation of the Consumer Financial Protection bureau. President Obama asked her to set up the new agency to hold Wall Street banks and other financial institutions accountable, and to protect consumers from financial tricks and traps often hidden in mortgages, credit cards and other financial products.

    In the aftermath of the 2008 financial crisis, Warren served as Chair of the Congressional Oversight Panel for the Troubled Asset Relief Program (TARP). Her independent and tireless efforts to protect taxpayers, to hold Wall Street accountable, and to ensure tough oversight of both the Bush and Obama Administrations won praise from both sides of the aisle. The Boston Globe named Elizabeth Warren Bostonian of the Year and TIME Magazine called her a "New Sheriff of Wall Street" for her oversight efforts.

    During her campaign for the Senate, Elizabeth promised to fight for middle class families and to make sure that everyone has a fair shot to get ahead. She called for policies that would level the regulatory playing field for small businesses and ensure that everyone - even large and powerful corporations - pays a fair share in taxes and is held accountable for breaking the law.

    Endorsing Elizabeth's candidacy, the New Bedford Standard-Times said, "Elizabeth Warren has it right on all the things that matter most to us in SouthCoast and across Massachusetts," with "principles that without a doubt, promote the well-being of the middle class." The Boston Globe called Elizabeth "a fierce advocate for the lot of working families, creating educational opportunities, and expanding medical research."

    The Springfield Republican said, "We need a voice for working families in Washington again. Elizabeth Warren will give us that voice."

    Senator Warren was a law professor for more than 30 years, including nearly 20 years as the Leo Gottlieb Professor of Law at Harvard Law School. The graduating class at Harvard twice recognized her with the Sacks-Freund Award for excellence in teaching.

    She taught courses on commercial law, contracts, and bankruptcy and wrote more than a hundred articles and ten books, including three national best-sellers, A Fighting Chance, The Two-Income Trap, and All Your Worth. National Law Journal named her one of the Most Influential Lawyers of the Decade, TIME Magazine has named her one of the 100 most influential people in the world four times, and she has been honored by the Massachusetts Women's Bar Association with the Lelia J. Robinson Award.

    Elizabeth learned first-hand about the economic pressures facing working families, growing up in a family she says was "on the ragged edge of the middle class." She got married at 19, and after graduating from college, started teaching in elementary school.

    Her first baby, a daughter Amelia, was born when Elizabeth was 22. When Amelia was two, Elizabeth started law school. Shortly after she graduated, her son Alex was born.

    Elizabeth hung out a shingle and practiced law out of her living room, but she soon returned to teaching.

    Elizabeth is a graduate of the University of Houston and Rutgers School of Law.
    Elizabeth and her husband Bruce Mann have been married for 38 years and live in Cambridge, Massachusetts with their golden retriever, Bailey. They have three grandchildren.

  • H.E. Yasir Al-Rumayyan

    Public Investment Fund, Aramco

    Read Bio ⟶

    H.E. Yasir Al-Rumayyan

    H.E. Yasir Al-Rumayyan is Public Investment Fund Governor and Aramco Chairman. He is also a member of the Council of Economic and Development Affairs, and serves as an advisor to the General Secretariat of the Council of Ministers, the Chairman of the Decision Support Center, and a board member of Saudi Industrial Development Fund.

    He holds a bachelor degree in accounting from King Faisal University and has completed the general management program at Harvard Business School.

  • Mary Erdoes

    JPM Asset & Wealth Management

    Read Bio ⟶

    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.

  • Robert F. Smith

    Vista Equity Partners

    Read Bio ⟶

    Robert F. Smith

    Robert F. Smith is Founder, Chairman and CEO of Vista Equity Partners.

  • Stephen Schwarzman

    Blackstone

    Read Bio ⟶

    Stephen Schwarzman

    Stephen A. Schwarzman is Chairman, CEO and Co-Founder of Blackstone, one of the world’s leading investment firms with $545 billion Assets Under Management (as of June 30, 2019). Mr. Schwarzman has been involved in all phases of Blackstone’s development since its founding in 1985. The firm has established leading investing businesses across asset classes, including private equity, where it is a global leader in traditional buyout, growth equity, special situations and secondary investing; real estate, where it is currently the largest owner of property in the world; hedge fund solutions, where it is the world’s largest discretionary hedge fund investor; and credit, where it is a global leader and major provider of credit for small, middle-market and other companies. Blackstone has also recently launched major new businesses dedicated to infrastructure and life sciences investing, as well as delivering the firm’s investment management expertise and products to insurance companies.

    Mr. Schwarzman is an active philanthropist with a history of supporting education, as well as culture and the arts, among other things. In both business and philanthropy, Mr. Schwarzman has dedicated himself to tackling big problems with transformative solutions. In October 2018, he announced a foundational $350 million gift to establish the MIT Schwarzman College of Computing, an interdisciplinary hub which will reorient MIT to address the opportunities and challenges presented by the rise of artificial intelligence, including critical ethical and policy considerations to ensure that the technologies are employed for the common good. In 2015, Mr. Schwarzman donated $150 million to Yale University to establish the Schwarzman Center, a first-of-its-kind campus center in Yale’s historic “Commons” building, and also gave a founding gift of $40 million to the Inner-City Scholarship Fund, which provides tuition assistance to underprivileged children attending Catholic schools in the Archdiocese of New York. In 2013, he founded an international scholarship program, “Schwarzman Scholars,” at Tsinghua University in Beijing to educate future leaders about China. At over $575 million, the program is modeled on the Rhodes Scholarship and is the single largest philanthropic effort in China’s history coming largely from international donors. Mr. Schwarzman is Co-Chair of the Board of Trustees of Schwarzman Scholars. In 2007, Mr. Schwarzman donated $100 million to the New York Public Library on whose board he serves.

    Mr. Schwarzman is a member of The Council on Foreign Relations, The Business Council, The Business Roundtable, and The International Business Council of the World Economic Forum. He is a former co-chair of the Partnership for New York City and serves on the boards of The Asia Society and New York-Presbyterian Hospital, as well as on The Advisory Board of the School of Economics and Management at Tsinghua University, Beijing. He is a Trustee of The Frick Collection in New York City and Chairman Emeritus of the Board of Directors of The John F. Kennedy Center for the Performing Arts. In 2007, Mr. Schwarzman was included in TIME’s “100 Most Influential People.” In 2016, he topped Forbes Magazine’s list of the most influential people in finance and in 2018 was ranked in the Top 50 on Forbes’ list of the “World’s Most Powerful People.” The Republic of France has awarded Mr. Schwarzman both the Légion d'Honneur and the Ordre des Arts et des Letters at the Commandeur level. Mr. Schwarzman is one of the only Americans to receive both awards recognizing significant contributions to France. He was also awarded the Order of the Aztec Eagle, Mexico’s highest honor for foreigners.

    He is also the Former Chairman of the President’s Strategic and Policy Forum, which was charged with providing direct input to the President of the United States from business leaders through a non-partisan, non-bureaucratic exchange of ideas.

    Mr. Schwarzman holds a B.A. from Yale University and an M.B.A. from Harvard Business School. He has served as an adjunct professor at the Yale School of Management and on the Harvard Business School Board of Dean’s Advisors.

  • Afsaneh Mashayekhi Beschloss

    RockCreek

    Read Bio ⟶

    Afsaneh Mashayekhi Beschloss

    Afsaneh Mashayekhi Beschloss is founder and CEO of RockCreek, which provides investment and advisory services to large investors, and utilizes customized hedge fund and emerging market portfolios.

    Previously, she was treasurer and chief investment officer of the World Bank, responsible for managing $65 billion in assets and $160 billion in derivatives and structured products, as well as the organization's $30 billion funding strategy. Her other posts at the bank included senior manager of the derivatives and structured products group and fixed-income portfolio manager.

    Beschloss previously worked for J.P. Morgan in New York and London, Shell International Group Planning in London and Oxford University.

    She is a member of the board of trustees of the Ford Foundation, where she has chaired the investment committee, and serves on the board and investment committee of the Urban Institute and World Resources Institute. She also advises international pension funds and central banks.

    Beschloss holds an M.Phil, with honors, in economics from Oxford University.

  • Chamath Palihapitiya

    Social Capital

    Read Bio ⟶

    Chamath Palihapitiya

    Chamath Palihapitiya is founder and CEO of Social Capital, whose mission is to advance humanity by solving the world’s hardest problems. Social Capital invests in and starts breakthrough companies in several areas, including health care, education, financial services and enterprise. Before founding Social Capital, Palihapitiya was a member of the senior executive team at Facebook and a key driver behind its rise to one of the most important and impactful companies in the world.

    Prior to Facebook, Palihapitiya held leadership roles at Mayfield Fund, AOL and Winamp. He was born in Sri Lanka, grew up in Canada and graduated with a degree in electrical engineering from the University of Waterloo. Palihapitiya is also owner and director of the NBA’s Golden State Warriors.

  • Joseph Tsai

    Alibaba; Brooklyn Nets

    Read Bio ⟶

    Joseph Tsai

    Joe Tsai is a co-founder and executive vice chairman of Alibaba Group, a global Internet technology company based in China. His career at Alibaba spans over 20 years, during which he was the company’s chief financial officer and oversaw strategic investments. He is a founding member of Alibaba Partnership.

    Tsai is Governor of the Brooklyn Nets (NBA) and New York Liberty (WNBA), and is Chairman of the teams’ home arena Barclays Center. He owns the San Diego Seals, a professional indoor lacrosse team in the National Lacrosse League and has investments in the Premier Lacrosse League and Los Angeles FC of Major League Soccer.

    Through the Joe and Clara Tsai Foundation, Tsai and his wife Clara Wu Tsai are active philanthropists supporting initiatives in education, research, criminal justice reform, the arts and, most recently, humanitarian relief during the COVID-19 pandemic.

    Prior to founding Alibaba Group, Tsai was a private equity investor with Investor AB of Sweden’s Wallenberg family. He is a graduate of Yale College (BA ’86) and Yale Law School (JD ’90), and practiced tax law as an associate with Sullivan & Cromwell LLP in New York from 1990 to 1993.

  • Marc Lasry

    Avenue Capital Group

    Read Bio ⟶

    Marc Lasry

    Marc Lasry is the chairman, chief executive officer and co-founder of Avenue Capital Group, a global alternative investment manager focused on distressed and undervalued debt and equity opportunities in the U.S., Europe and Asia. In 1995, Mr. Lasry formed Avenue with his sister, Sonia Gardner, with less than $10 million in capital from friends and family. Today, Avenue is one of the largest distressed debt investors globally, managing assets of approximately $9.5 billion, with headquarters in New York City, and offices in London, Luxembourg, Madrid, Milan, and five offices throughout Asia.

    Lasry is known as a pioneer in distressed investing which has been the focus of his professional career for over 33 years.

    After law school, Lasry clerked for Edward Ryan, chief bankruptcy judge for the Southern District of New York. He spent the following year practicing law at Angel & Frankel, which focused on bankruptcies.

    Lasry subsequently became the director of the private debt department at R.D. Smith, the firm where he first became involved in “trade claims,” the market in purchasing and selling to investors the unsecured claims of vendors and other creditors against a debtor. In 1987, he moved to Cowen & Company where he was co-director of the bankruptcy and corporate reorganization department. It was at Cowen that he caught the attention of the Texas investor Robert Bass, who was a client of the firm. When he left Cowen, Lasry went to manage over $100 million for the Robert Bass Group, Inc., where he invested in bank debt, senior bonds, and trade claims. The Bass fund Lasry oversaw was called Amroc Investments, L.P., and, at the time, it stood as one of the largest distressed funds in the U.S. In 1990, he co-founded a boutique distressed brokerage firm, keeping the Amroc name and maintaining the affiliation with the Robert Bass Group.

    He is currently a member of the Council on Foreign Relations, and he has served and will continue to serve on various other boards of advisors/directors of both for-profit and not-for-profit private and public companies. He is also co-owner of the Milwaukee Bucks NBA team.

    Lasry received a B.A. in History from Clark University (1981) and a J.D. from New York Law School (1984).

  • Josh Harris

    Apollo Global Management

    Read Bio ⟶

    Josh Harris

    Josh Harris is a Co-Founder of Apollo Global Management. Josh founded Apollo with Leon Black and Marc Rowan in 1990, and today runs the day-to-day business of the firm. Under their leadership, Apollo has become the second-largest alternatives and largest alternative credit manager, lending to and investing in small-to-mid-sized businesses and managing over $350 billion in assets on behalf of pension funds for teachers and public servants, insurance companies and more. Josh is responsible for some of the firm’s most successful private equity investments, including the LyondellBasell transaction, one of the most profitable deals in private equity history.

    Josh is also the Founder and Managing General Partner of Harris Blitzer Sports & Entertainment (HBSE), a company created to accelerate community growth and explore strategic investment opportunities in sports, entertainment and media. Within the broad HBSE portfolio, Josh is the Managing Partner of the Philadelphia 76ers and the New Jersey Devils. Additionally, he is a General Partner of the Crystal Palace Football Club in the Premier League and a minority owner of the Pittsburgh Steelers in the NFL.

    Josh and his wife, Marjorie, founded Harris Philanthropies in 2014, to advocate for youth and community development through equitable and inclusive investing in sports, enhanced wellness and education. Across their charitable platform, they have become one of the largest supporters of after-school sports programs, helping 15,000 youth annually within Philadelphia, New Jersey and New York.

    Josh serves on the Boards of Mount Sinai Medical Center, Harvard Business School, the Wharton School at the University of Pennsylvania, the NBA and the NHL. He holds an MBA from Harvard Business School, where he was named a Baker Loeb Scholar, and graduated summa cum laude from the University of Pennsylvania’s Wharton School of Business with a B.S. in Economics.

    Josh and Marjorie have been married for 25 years and live in New York City with their five children.

  • John W. Rogers, Jr.

    Ariel Investments

    Read Bio ⟶

    John W. Rogers, Jr.

    John Rogers’ passion for investing began at age 12 when his father began buying him stocks as Christmas and birthday gifts. His interest in equities grew at Princeton University, where he majored in economics, and over the two-plus years he worked as a stockbroker for William Blair & Company, LLC. In 1983, Rogers founded Ariel to focus on patient, value investing within small- and medium-sized companies. While research capabilities have expanded across the globe, patience is still the disciplined approach that drives the firm today.

    Early in his career, Rogers’ investment acumen brought him to the forefront of media attention and culminated in him being selected as Co-Mutual Fund Manager of the Year by Sylvia Porter’s Personal Finance magazine as well as an All-Star Mutual Fund Manager by USA TODAY. Furthermore, Rogers has been highlighted alongside legendary investors Warren Buffett, Sir John Templeton and Ben Graham in the distinguished book: The World’s 99 Greatest Investors by Magnus Angenfelt.

    His professional accomplishments extend to the boardroom where he is a member of the board of directors of McDonald’s, NIKE and The New York Times Company. Rogers also serves as vice chair of the board of trustees of the University of Chicago. Additionally, he is a member of the American Academy of Arts and Sciences, and a director of the Robert F. Kennedy Center for Justice and Human Rights.

    In 2008, John was awarded Princeton University’s highest honor, the Woodrow Wilson Award, presented each year to the alumnus or alumna whose career embodies a commitment to national service. Following the election of President Barack Obama, Rogers served as co-chair for the Presidential Inaugural Committee 2009, and more recently, he joined the Barack Obama Foundation’s Board of Directors.

    He received an AB in economics from Princeton University, where he was also captain of the varsity basketball team.

  • Kewsong Lee

    The Carlyle Group

    Read Bio ⟶

    Kewsong Lee

    Kewsong Lee currently serves as Co-Chief Executive Officer of Carlyle, and will assume the role of Chief Executive Officer effective September 30, 2020. He is the Chairman of Carlyle’s Executive Group, and was elected to the Board of Directors effective January 1, 2018.
    Mr. Lee joined Carlyle in 2013 as Deputy Chief Investment Officer for Corporate Private Equity and in 2016 he assumed the additional role of leading the Global Credit segment. Prior to joining Carlyle, Mr. Lee was a partner and a member of the Executive Management Group at Warburg Pincus, where he spent 21 years.
    Mr. Lee served as the lead director of Arch Capital Group from 2009 to 2017, and has served on numerous corporate boards including, among others, Transdigm and Aramark. He is currently the President of Lincoln Center Theater, Vice Chairman for the US Chamber of Commerce China Center, member of the Business Roundtable, Board member of the US China Business Council, Executive Committee Member of the Partnership for New York and he also serves on the Global Advisory Council of Harvard University.
    Mr. Lee has been married to his wife Zita Ezpeleta for over 25 years, and they have two adult children. He earned his AB in applied mathematics in economics at Harvard College and his MBA from Harvard Business School.

  • Barry Sternlicht

    Starwood Capital Group

    Read Bio ⟶

    Barry Sternlicht

    Barry Sternlicht is Chairman & CEO of Starwood Capital Group, the private alternative investment firm he formed in 1991 that is focused on global real estate, hotel management, oil and gas, and energy infrastructure. Mr. Sternlicht also serves as Chairman of Starwood Property Trust (NYSE: STWD), a leading diversified finance company, as well as Senior Advisor of Invitation Homes (NYSE: INVH), the largest publicly traded investor, owner and operator of single-family homes in the U.S.
    For the past 29 years, Mr. Sternlicht has structured investments with an asset value of over $110B. Starwood Capital’s funds have invested in approximately 190,000 multifamily/condo units, 3,000 hotels, 88M SF of office properties, 58M SF of retail and 50,000 lots of land in residential subdivisions. The Firm currently manages in excess of $60B of assets on behalf of its high net worth and institutional partners. Starwood Capital, its affiliates and externally managed public companies encompass ~4,000 employees. The Firm maintains offices in Arlington, Atlanta, Chicago, Dallas, Greenwich, Los Angeles, Miami, New York, San Francisco, and Washington, D.C., and affiliated offices in Amsterdam, Hong Kong, London, Luxembourg, Sydney and Tokyo.
    From 1995 through early 2005, Mr. Sternlicht was Chairman and CEO of Starwood Hotels & Resorts Worldwide, a company he founded in 1995. During his tenure, he built Starwood Hotels into one of the leading hotel and leisure companies in the world, employing more than 120,000 people with 895 properties in 100 countries. Mr. Sternlicht created W Hotels, perhaps the world’s most successful “boutique” brand, and built the St. Regis Hotels brand from a single hotel to a global brand.
    In 2008, Mr. Sternlicht founded SH Group, his new hotel management company. SH Group is the owner and manager of Baccarat Hotels & Resorts and 1 Hotels brands.
    In 2016, Mr. Sternlicht was the recipient of PERE’s inaugural Lifetime Achievement Award. In 2015, he was named the Global Industry Figure of the Year by PERE, received the Cornell Icon of the Industry Award and the Lifetime Achievement Award from the International Hotel Investment Forum. In 2013, Mr. Sternlicht was named the Most Important Person in Commercial Real Estate Finance by The Mortgage Observer. In 2010, Mr. Sternlicht was named Executive of the Year and Investor of the Year by Commercial Property Executive. Mr. Sternlicht was also named America’s Best Lodging CEO by Institutional Investor Magazine. He is a member of the Interior Design Magazine Hall of Fame. He has received the Preston Robert Tisch Distinguished Industry Leadership Award from New York University, the CEO Diversity Award from Diversity Best Practices/Business Women’s Network, the Lifetime Achievement Award from the Association of Travel Marketing Executives, the Hospitality Heritage Award from the American Hotel and Lodging Association, and the Marketer of the Year Award from Brandweek. Mr. Sternlicht’s humanitarian efforts have garnered prestigious national honors such as JDRF’s Man of the Year, JDRF’s Living and Giving Award and JDRF’s Chairman’s Award.
    Mr. Sternlicht serves on the Board of Directors of The Estée Lauder Companies and the Real Estate Roundtable. Additionally, he formerly served as Chairman of the Board and is currently a Board member of The Robin Hood Foundation, and also serves on the Boards of the Dreamland Film & Performing Arts Center, and the Executive Advisory Board of Americans for the Arts. He is a member of the U.S. Olympic and Paralympic Foundation Trustee Council, the World Presidents Organization and the Urban Land Institute.
    Barry Sternlicht received his BA, magna cum laude, with honors from Brown University. He later earned an MBA with distinction from Harvard Business School.

  • John Vaske

    Temasek

    Read Bio ⟶

    John Vaske

    John joined Temasek in January 2017 as a Senior Managing Director. He is currently Head, Americas and Head, Agribusiness.

    Previously, John was Co-Chairman of Global M&A in the Investment Banking Division at Goldman Sachs where he spent his entire career prior to Temasek. John joined Goldman Sachs in 1988 as an Analyst with the M&A team in New York. He relocated to Tokyo from 1989 to 1991 to help start the M&A practice before returning to New York.

    He relocated to London in 2005 to lead the European Natural Resources Group. In March 2010, John returned to New York as Co-Head of the Natural Resources Group ultimately becoming Co-Chairman. John moved into his last role as Co-Chairman of Global M&A in 2015.

    John is currently Chairman of the Board of PeacePlayers International, a member of the Board of Bottom Line New York and member of the Athletic Leadership Committee of Columbia University.

    John graduated from Columbia University in1988 with a Bachelor of Arts in Economics.

  • Jeffrey Ubben

    ValueAct Capital

    Read Bio ⟶

    Jeffrey Ubben

    Jeffrey Ubben is a Founder, Managing Partner, member of the Management Committee, Chief Investment Officer and Portfolio Manager of Inclusive Capital Partners. Mr. Ubben is a retired Founder of ValueAct Capital, where he was Chief Executive Officer, member of the Management Committee, Chief Investment Officer, and Portfolio Manager. Mr. Ubben is also a Founder and served as Portfolio Manager of the ValueAct Spring Fund. Prior to founding ValueAct Capital in 2000, Mr. Ubben was a Managing Partner at Blum Capital Partners for more than five years. Mr. Ubben is a director of The AES Corporation, where he is a member of the Compensation and Financial Audit Committees, AppHarvest, Enviva Partners, LP, where he is a member of the Compensation and Health, Safety, Sustainability and Environmental Committees, and Nikola Corporation. He is the former chairman and director of Martha Stewart Living Omnimedia, Inc., and a former director of Catalina Marketing Corp., Gartner Group, Inc., Mentor Corporation, Misys plc, Sara Lee Corp., Twenty-First Century Fox Inc., Valeant Pharmaceuticals International, Willis Towers Watson plc, and several other public and private companies. In addition, Mr. Ubben serves on the boards of Duke University, The Nature Conservancy’s NatureVest, and the E.O. Wilson Biodiversity Foundation, and formerly served as Chair of the National Board of the Posse Foundation for nine years. He has a B.A. from Duke University and an M.B.A. from the Kellogg School of Management at Northwestern University.

  • Karen Finerman

    Metropolitan Capital Advisors

    Read Bio ⟶

    Karen Finerman

    Karen Finerman began her career as a trader at First City Capital, a risk arbitrage fund. She later joined Donaldson, Lufkin and Jenrette where she became Lead Research Analyst for the Risk Arbitrage department.

    In 1992, she co-founded New York-based hedge fund Metropolitan Capital Advisors, where she currently serves as CEO. Her first book, Finerman’s “Rules: Secrets I’d Only Tell My Daughters About Business and Life,” was released in June 2013.

    Ms. Finerman is proud to serve on the board of The Michael J. Fox Foundation for Parkinson’s Research and on the Undergraduate Executive Board at Wharton, her alma mater. She lives in New York City with her husband Lawrence Golub, and their two sets of twins: Lucy, Jack, William and Kate.

  • 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.

  • Michael Santoli

    CNBC

    Read Bio ⟶

    Michael Santoli

    Michael Santoli joined CNBC in October 2015 as a Senior Markets Commentator, based at the network’s Global Headquarters in Englewood Cliffs, N.J. Santoli brings his extensive markets expertise to CNBC’s Business Day programming, with a regular appearance on CNBC’s “Closing Bell” (M-F, 3PM-5PM ET). In addition, he is the host of “Trading Nation” and contributes to CNBC.com and CNBC PRO, writing regular articles and creating original digital videos.

    Previously, Santoli was a Senior Columnist at Yahoo Finance, where he wrote analysis and commentary on the stock market, corporate news and the economy. He also appeared on Yahoo Finance video programs, where he offered insights on the most important business stories of the day, and was a regular contributor to CNBC and other networks.

    Santoli has covered the Wall Street beat for more than 20 years. Prior to joining Yahoo in 2012, he spent 15 years as a columnist and feature writer for Barron’s magazine.

    From 1993 to 1997, Santoli was a reporter at Dow Jones Newswires, covering the securities industry, and was awarded two Dow Jones Newswire Awards for distinguished real time journalism.

    He began his journalism career in 1992 as a reporter and editor at Investment Dealers’ Digest.

    Santoli is a graduate of Wesleyan University and lives in New York City.

AGENDA

9:00am EDT

Welcome

Tyler Mathisen, CNBC “Power Lunch” Co-Anchor and events strategy, Vice President

9:05am EDT

Navigating the Economy Through Crisis

The 77th U.S. Treasury Secretary joins us for a live discussion about the U.S. economic recovery, additional stimulus and more.
Steven Mnuchin, 77th Secretary of the Treasury
Interviewer: Becky Quick, CNBC “Squawk Box” Co-Anchor

Watch the full interview

9:35am EDT

International Alpha

In many ways, the pandemic has caused a turn toward deglobalization. While it remains to be seen if this trend continues, investors can now examine many regions and countries as stand-alone investment plays. We’ll speak to some of the biggest names in global investing to find out where in the world they are finding alpha now.
Mary Callahan Erdoes, J.P Morgan Asset & Wealth Management Chief Executive Officer
Joseph Tsai, Alibaba Group Co-Founder and Executive Vice Chairman; Brooklyn Nets Owner
John Vaske, Temasek Head, Americas and Head, Agribusiness
Moderator: Andrew Ross SorkinCNBC “Squawk Box” Co-Anchor

Watch the full interview

10:05am EDT

Alpha Influencers

In a tumultuous market environment, with interest rates, political uncertainty, social upheaval and shifting stakeholder focus, we speak with three of the world’s most influential investors to get their views and thoughts on best strategies and solutions for achieving alpha with investments and beyond.
H.E Yasir Al-Rumayyan, Public Investment Fund Governor; Aramco Chairman
Stephen Schwarzman, Blackstone Chairman, CEO and Co-Founder
Robert F. Smith, Vista Equity Partners Chairman and Chief Executive Officer
Moderator: David Faber, CNBC “Squawk on the Street” Co-Anchor

Watch the full interview

10:35am EDT

Pandemics, Politics and Alpha

In a year defined by a global pandemic, social unrest and an election, how should investors be navigating the multiple pressures/risks to the market? Where are the opportunities and what is the real impact of politics and pandemics beyond November?
Marc Lasry, Avenue Capital Group Chairman, CEO and Co-Founder
Barry Sternlicht, Starwood Capital Group Chairman and CEO
Afsaneh Beschloss, RockCreek Founder and CEO
Moderator: Brian Sullivan, CNBC “Worldwide Exchange” Anchor and Senior National Correspondent

Watch the full interview

11:05am EDT

The Activist ESG Investor

The pandemic, a greater focus on racial justice and major weather events have increased interest in ESG and sustainable investing this year. But measuring ESG investments in terms of their returns versus their impact has never been a clear-cut task. This panel of investors shares how they influence change and achieve alpha with a proactive, ESG agenda.
Jeff Ubben, Inclusive Capital Partners Founder
John Rogers, Ariel Investments Chairman, CO-CEO and Chief Investment Officer
Moderator: Sara Eisen, CNBC “Closing Bell” Co-Anchor

Watch the full interview

11:35am EDT

Concurrent Sessions

Real Estate: Finding Opportunities Today and Tomorrow
Sponsored and programmed by Nuveen
Join us as we explore the impact of the pandemic on real estate, economic drivers behind opportunity and weakness, and some of the shifts that will occur in real estate as a result of the pandemic. Take away critical insight into:
· Where we see opportunity and weakness today across sectors
· The critical role public and private partnership will play in aiding recovery in certain sectors and markets
· Why alternative subsectors offer opportunity to enhance value
· The longer-term impacts to real estate resulting from the pandemic
Carly Tripp, Nuveen Chief Investment Officer, Americas
Interviewer: Karen Finerman, Metropolitan Capital Advisors Co-Founder and CEO

Watch the full interview

 

Finding Equilibrium in a Rapidly Changing Liquidity Environment
Sponsored and programmed by FlexShares
Business and government responses to the pandemic sent shocks through the financial markets and as a result, the underlying fundamentals are different and unique and liquidity has become paramount. In this session we will discuss how institutional investors have been approaching liquidity and balancing the search for yield as we move into 2021.
Peter Yi, CFA, Northern Trust Director of Short Duration Fixed Income and Head of Taxable Credit Research
Interviewer: Vernon Biggs, Northern Trust Institutional Business Dev. Executive

Watch the full interview

 

Asset Managers: Going Big From Home
Sponsored and programmed by Interactive Brokers
This session will share best practices to quickly set up/expand your business with access to trading the widest array of products and instruments, globally, while limiting your expense. With current global instability, we will address how businesses streamline the entire process in a timely manner, while operating and thriving in a remote work environment.
Brett Goldstein, Interactive Brokers Director of Hedge Fund Sales
Richard Wertheimer, Fort Street Asset Management Portfolio Manager
Wes Gray, Alpha Architect CEO
Moderator: Guy Adami, Private Advisor Group Director of Advisor Advocacy

Watch the full interview

 

Opportunities Across Corporate Credit Markets
Sponsored and programmed by PIMCO
Join PIMCO’s Jamie Weinstein, head of corporate special situations, for a discussion of how record growth in issuance and excessive leverage may fuel unprecedented stress in the corporate credit markets, and where PIMCO expects to see both public and private investment opportunities.
Jamie Weinstein
, PIMCO Portfolio Manager, Head of Corporate Special Situations
Interviewer: Neal Reiner, PIMCO Alternative Credit Strategist

Watch the full interview

 

Investing Amid 2020’s Unprecedented Market
Powered by CNBC PRO
CNBC’s Dom Chu, Bob Pisani and Mike Santoli will provide their perspectives from covering the 2020 market turmoil, what we can learn from it and what history can tell us about where we might go from here.
Dominic Chu, CNBC Senior Markets Correspondent
Bob Pisani, CNBC On-Air Stocks Editor
Michael Santoli, CNBC Senior Markets Commentator

12:05pm EDT

The Alpha of Inclusion

A conversation examining the opportunity of investing with diversity, providing access to capital for minority-run businesses, investing in those businesses, and how these investments have delivered returns both in terms of alpha and in terms of good.
Carla Harris, Morgan Stanley Vice-Chairman, Global Wealth Management and Senior Client Advisor
Kewsong Lee, The Carlyle Group Chief Executive Officer
Moderator: Sharon Epperson, CNBC Senior Personal Finance Correspondent

Watch the full interview

12:35pm EDT

The View From Washington

An in depth discussion about the road ahead for pandemic impacted economy, additional stimulus, jobs and more.
Elizabeth Warren, United States Senator, (D) Massachusetts
Interviewer: Jim Cramer, CNBC “Mad Money w/Jim Cramer” Host and “Squawk on the Street” Co-Anchor

1:00pm EDT

The Alpha of Apollo

One of the year’s most prolific dealmakers discusses lessons of the past and future opportunities as the firm celebrates its 30th anniversary.
Joshua Harris, Apollo Global Management Co-Founder
Interviewer: Leslie Picker, CNBC Reporter

Watch the full interview

1:25pm EDT

The World According To Chamath

From “let them fail” to leading the SPAC attack – one of the year’s biggest newsmakers in the investment world joins us to share his perspective on the schism in capitalism, the opportunity in failure and where to look for alpha next.
Chamath Palihapitiya, Social Capital Founder and Chief Executive Officer
Interviewer: Scott Wapner, CNBC “Halftime Report” Host

Watch the full interview

 

2:00pm EDT

Event Concludes

INTERESTED IN ATTENDING?

To learn more about attending Delivering Alpha, please email events@cnbc.com.

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SPONSORED BY

Partners

Institutional Investor — through its publications, forums, membership groups, databases, research and online services — delivers premium, uncompromised financial, markets, and investments intelligence to decision-makers globally.

For more than 40 years, Institutional Investor Conferences has delivered unique, exclusive events—highly interactive forums for senior financial executives and investors to hear from global thought leaders and selected solutions providers. Our audiences are highly qualified and strictly defined so that everyone in attendance is able to contribute meaningfully to the discussion. We believe it is the exchange of information and experiences among peers that is the hallmark of truly relevant, productive events and it is that factor especially that sets us apart.

Our attendees speak candidly and openly because no press is allowed and overt marketing is prohibited while interaction is encouraged and facilitated. Institutional Investor sessions are led by the world’s leading experts in various fields; all experts who are invited to present share the common goal of communicating practical solutions and providing the information that delegates require in order to succeed. Our forums are intimate, the seniority of our attendees is unparalleled, and we make every effort to ensure that networking is productive.

Institutional Investor Conferences are held regularly in North America, Europe, Asia, the Middle East, Africa, and Central and South America. These gatherings are designed to assess and offer potential solutions for the issues of most concern to investment decision-makers at the largest pension funds, endowments, foundations, family offices, and registered investment advisory firms as well as senior corporate executives (CFOs and risk managers) of the largest global firms.

Partners

ADVISORY
BOARD

Christopher
Ailman

California State Teachers' Retirement System

Christopher Ailman is Chief Investment Officer of the California State Teachers' Retirement System.

Christopher Ailman

Christopher J. Ailman is the chief investment officer of the $192 billion California State Teachers' Retirement System, the largest teachers fund and the second largest pension fund in the U.S.A. As CIO, Ailman leads an investment staff of 120 across eight teams and asset classes. He has over 29 years of institutional investment management experience. Annually, he is listed as one of the top CIO's in the U.S.A and globally by aiCIO and Institutional Investor magazine, and he is an early member of the global "300" CIO Club.

He has served on several boards and advisory boards in the U.S. and U.K. He represents institutional investors on the MSCI Index Editorial Advisory Board; Emory University Private Equity Research Council; EDHEC Risk Institute and the Toigo Foundation. He is the co-chair of the Milken Global Capital Markets Committee and is a past Governor ICGN and Association Board member of the UN PRI.

He has received numerous awards and recognitions over his career, the IFE's CIO of the Year; the Richard Stoddard Award; NAA's Advancement of Latino's; Institutional Investor's Large Public Fund Manager of the Year. In 2013 he was named the number #3 CIO in the world and Investment Innovator of the Year by CIO magazine. Ailman is a regular guest on CNBC, Bloomberg Radio and TV. He is frequently quoted in multiple investment publications.

Ailman has a B.A. in Business Economics from the University of California Santa Barbara. He received his CFP from the USC and completed the Claritas Certificate of the CFA Institute. He is married with three adult daughters and is a committed Promise Keeper.

Afsaneh Mashayekhi
Beschloss

RockCreek

Afsaneh Mashayekhi Beschloss is Founder and CEO of RockCreek.

Afsaneh Mashayekhi Beschloss

Afsaneh Mashayekhi Beschloss is founder and CEO of RockCreek, which provides investment and advisory services to large investors, and utilizes customized hedge fund and emerging market portfolios.

Previously, she was treasurer and chief investment officer of the World Bank, responsible for managing $65 billion in assets and $160 billion in derivatives and structured products, as well as the organization's $30 billion funding strategy. Her other posts at the bank included senior manager of the derivatives and structured products group and fixed-income portfolio manager.

Beschloss previously worked for J.P. Morgan in New York and London, Shell International Group Planning in London and Oxford University.

She is a member of the board of trustees of the Ford Foundation, where she has chaired the investment committee, and serves on the board and investment committee of the Urban Institute and World Resources Institute. She also advises international pension funds and central banks.

Beschloss holds an M.Phil, with honors, in economics from Oxford University.

Jim
Coulter

TPG

Jim Coulter is Founding Partner of TPG.

Jim Coulter

James (“Jim”) Coulter is the Co-CEO and a Founding Partner of TPG and the Co-Managing Partner of The Rise Fund. TPG, founded in 1992, is a leading private investment firm managing in excess of $88 billion in assets. TPG is based in San Francisco and Fort Worth and has 15 offices in 9 countries around the world. TPG has been a lead equity investor in more than 175 companies.


Coulter is a 1982 Phi Beta Kappa, summa cum laude graduate of Dartmouth College. In 1986, Mr. Coulter received an MBA from the Stanford Graduate School of Business, where he was named an Arjay Miller Scholar. Mr. Coulter serves as a member on numerous corporate and charitable boards, including Creative Artists Agency, Philz Coffee, Rodan + Fields, and Cirque du Soleil. He has also served on the Board of Trustees of Dartmouth College and Stanford University.

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.

Suni
Harford

UBS Asset Management

Suni Harford is President of UBS Asset Management.

Suni Harford

Suni Harford joined UBS Asset Management as head of investments in July 2017 and is responsible for driving the investments business forward, working closely with the heads of the underlying investment areas.

Harford was previously at Citigroup, where she worked for 24 years. For nine years there, she was head of markets for North America, with responsibility for sales, trading, origination and research across all fixed-income, currencies, commodities, equities and municipal businesses. Harford was also a member of Citi’s Pension Plan Investment Committee and a director on the board of Citibank Canada.

Prior to that, from 2004 to 2008, Harford was Citi’s global head of fixed-income strategy and analysis as well as global head of The Yield Book, a wholly-owned subsidiary of Citigroup. She started her Wall Street career at Merrill Lynch & Co. in investment banking.

Harford is a prominent diversity champion, both in the financial services sector and the wider business community, and served as the co-head of Citi Women and on the board of directors of The Forte Foundation, a U.S. nonprofit organization dedicated to increasing the number of women leaders in business. She is also involved with many organizations raising awareness and support for the U.S. veteran community.

Carla
Harris

Morgan Stanley

Carla Harris is Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley.

Carla Harris

Carla Harris is vice chairman of Wealth Management and senior client advisor at Morgan Stanley. She was chair of the Morgan Stanley Foundation from 2005 to 2014 and sits on the boards of several community organizations. In August 2013 Carla was appointed by President Barack Obama to chair the National Women’s Business Council. She is a gospel recording artist and a popular public speaker who gives impactful career guidance to corporate audiences based on her book, “Expect to Win.” Carla joined Morgan Stanley in 1987 after completing an AB in economics from Harvard University and an MBA from Harvard Business School.

Jason
Klein

Memorial Sloan Kettering Cancer Center

Jason Klein is SVP and CIO for Memorial Sloan Kettering Cancer Center.

Jason Klein

Jason Klein is senior vice president and chief investment officer for Memorial Sloan Kettering Cancer Center, which he joined in 2008 to create the Investments Office. As CIO, Klein oversees $5-billion-plus in long-term global investment assets and leads asset allocation, manager selection and risk-management efforts.

The MSK investments team has achieved peer-based recognitions for innovation, portfolio construction and investment achievement. An active member of the endowment and foundation investment community, Klein is a member of the investment committees of Oxford University and The College Board and a member of the Investment Advisory Group of The Council on Foreign Relations; he is a current member of the Global Capital Markets Advisory Council for The Milken Institute and a former member of the Institutional Investor Advisory Council for the Managed Funds Association and of the investment committee of Wesleyan University.

Klein is also a member of the Council on Foreign Relations and the Economic Club of New York. Previously, he was the chief investment officer for the Museum of Modern Art and a vice president and principal in the private equity division of Lehman Brothers. Klein earned an MBA from Wharton, a JD from the University of Pennsylvania Law School and a BA from Wesleyan University.

Marc
Lasry

Avenue Capital Group

Marc Lasry is Chairman, CEO and Co-founder of Avenue Capital Group.

Marc Lasry

Marc Lasry is the chairman, chief executive officer and co-founder of Avenue Capital Group, a global alternative investment manager focused on distressed and undervalued debt and equity opportunities in the U.S., Europe and Asia. In 1995, Mr. Lasry formed Avenue with his sister, Sonia Gardner, with less than $10 million in capital from friends and family. Today, Avenue is one of the largest distressed debt investors globally, managing assets of approximately $9.5 billion, with headquarters in New York City, and offices in London, Luxembourg, Madrid, Milan, and five offices throughout Asia.

Lasry is known as a pioneer in distressed investing which has been the focus of his professional career for over 33 years.

After law school, Lasry clerked for Edward Ryan, chief bankruptcy judge for the Southern District of New York. He spent the following year practicing law at Angel & Frankel, which focused on bankruptcies.

Lasry subsequently became the director of the private debt department at R.D. Smith, the firm where he first became involved in “trade claims,” the market in purchasing and selling to investors the unsecured claims of vendors and other creditors against a debtor. In 1987, he moved to Cowen & Company where he was co-director of the bankruptcy and corporate reorganization department. It was at Cowen that he caught the attention of the Texas investor Robert Bass, who was a client of the firm. When he left Cowen, Lasry went to manage over $100 million for the Robert Bass Group, Inc., where he invested in bank debt, senior bonds, and trade claims. The Bass fund Lasry oversaw was called Amroc Investments, L.P., and, at the time, it stood as one of the largest distressed funds in the U.S. In 1990, he co-founded a boutique distressed brokerage firm, keeping the Amroc name and maintaining the affiliation with the Robert Bass Group.

He is currently a member of the Council on Foreign Relations, and he has served and will continue to serve on various other boards of advisors/directors of both for-profit and not-for-profit private and public companies. He is also co-owner of the Milwaukee Bucks NBA team.

Lasry received a B.A. in History from Clark University (1981) and a J.D. from New York Law School (1984).

ADVISORY BOARD

  • CHRISTOPHER AILMAN

    California State Teachers' Retirement System

    Read Bio ⟶

    CHRISTOPHER AILMAN

    Christopher J. Ailman is the chief investment officer of the $192 billion California State Teachers' Retirement System, the largest teachers fund and the second largest pension fund in the U.S.A. As CIO, Ailman leads an investment staff of 120 across eight teams and asset classes. He has over 29 years of institutional investment management experience. Annually, he is listed as one of the top CIO's in the U.S.A and globally by aiCIO and Institutional Investor magazine, and he is an early member of the global "300" CIO Club.

    He has served on several boards and advisory boards in the U.S. and U.K. He represents institutional investors on the MSCI Index Editorial Advisory Board; Emory University Private Equity Research Council; EDHEC Risk Institute and the Toigo Foundation. He is the co-chair of the Milken Global Capital Markets Committee and is a past Governor ICGN and Association Board member of the UN PRI.

    He has received numerous awards and recognitions over his career, the IFE's CIO of the Year; the Richard Stoddard Award; NAA's Advancement of Latino's; Institutional Investor's Large Public Fund Manager of the Year. In 2013 he was named the number #3 CIO in the world and Investment Innovator of the Year by CIO magazine. Ailman is a regular guest on CNBC, Bloomberg Radio and TV. He is frequently quoted in multiple investment publications.

    Ailman has a B.A. in Business Economics from the University of California Santa Barbara. He received his CFP from the USC and completed the Claritas Certificate of the CFA Institute. He is married with three adult daughters and is a committed Promise Keeper.

  • AFSANEH MASHAYEKHI BESCHLOSS

    RockCreek

    Read Bio ⟶

    AFSANEH MASHAYEKHI BESCHLOSS

    Afsaneh Mashayekhi Beschloss is founder and CEO of RockCreek, which provides investment and advisory services to large investors, and utilizes customized hedge fund and emerging market portfolios.

    Previously, she was treasurer and chief investment officer of the World Bank, responsible for managing $65 billion in assets and $160 billion in derivatives and structured products, as well as the organization's $30 billion funding strategy. Her other posts at the bank included senior manager of the derivatives and structured products group and fixed-income portfolio manager.

    Beschloss previously worked for J.P. Morgan in New York and London, Shell International Group Planning in London and Oxford University.

    She is a member of the board of trustees of the Ford Foundation, where she has chaired the investment committee, and serves on the board and investment committee of the Urban Institute and World Resources Institute. She also advises international pension funds and central banks.

    Beschloss holds an M.Phil, with honors, in economics from Oxford University.

  • JIM COULTER

    TPG

    Read Bio ⟶

    JIM COULTER

    James (“Jim”) Coulter is the Co-CEO and a Founding Partner of TPG and the Co-Managing Partner of The Rise Fund. TPG, founded in 1992, is a leading private investment firm managing in excess of $88 billion in assets. TPG is based in San Francisco and Fort Worth and has 15 offices in 9 countries around the world. TPG has been a lead equity investor in more than 175 companies.


    Coulter is a 1982 Phi Beta Kappa, summa cum laude graduate of Dartmouth College. In 1986, Mr. Coulter received an MBA from the Stanford Graduate School of Business, where he was named an Arjay Miller Scholar. Mr. Coulter serves as a member on numerous corporate and charitable boards, including Creative Artists Agency, Philz Coffee, Rodan + Fields, and Cirque du Soleil. He has also served on the Board of Trustees of Dartmouth College and Stanford University.

  • MARY CALLAHAN ERDOES

    JPM Asset & Wealth Management

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    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.

  • SUNI HARFORD

    UBS Asset Management

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    SUNI HARFORD

    Suni Harford joined UBS Asset Management as head of investments in July 2017 and is responsible for driving the investments business forward, working closely with the heads of the underlying investment areas.

    Harford was previously at Citigroup, where she worked for 24 years. For nine years there, she was head of markets for North America, with responsibility for sales, trading, origination and research across all fixed-income, currencies, commodities, equities and municipal businesses. Harford was also a member of Citi’s Pension Plan Investment Committee and a director on the board of Citibank Canada.

    Prior to that, from 2004 to 2008, Harford was Citi’s global head of fixed-income strategy and analysis as well as global head of The Yield Book, a wholly-owned subsidiary of Citigroup. She started her Wall Street career at Merrill Lynch & Co. in investment banking.

    Harford is a prominent diversity champion, both in the financial services sector and the wider business community, and served as the co-head of Citi Women and on the board of directors of The Forte Foundation, a U.S. nonprofit organization dedicated to increasing the number of women leaders in business. She is also involved with many organizations raising awareness and support for the U.S. veteran community.

  • CARLA HARRIS

    Morgan Stanley

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    CARLA HARRIS

    Carla Harris is vice chairman of Wealth Management and senior client advisor at Morgan Stanley. She was chair of the Morgan Stanley Foundation from 2005 to 2014 and sits on the boards of several community organizations. In August 2013 Carla was appointed by President Barack Obama to chair the National Women’s Business Council. She is a gospel recording artist and a popular public speaker who gives impactful career guidance to corporate audiences based on her book, “Expect to Win.” Carla joined Morgan Stanley in 1987 after completing an AB in economics from Harvard University and an MBA from Harvard Business School.

  • JASON KLEIN

    Memorial Sloan Kettering Cancer Center

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    JASON KLEIN

    Jason Klein is senior vice president and chief investment officer for Memorial Sloan Kettering Cancer Center, which he joined in 2008 to create the Investments Office. As CIO, Klein oversees $5-billion-plus in long-term global investment assets and leads asset allocation, manager selection and risk-management efforts.

    The MSK investments team has achieved peer-based recognitions for innovation, portfolio construction and investment achievement. An active member of the endowment and foundation investment community, Klein is a member of the investment committees of Oxford University and The College Board and a member of the Investment Advisory Group of The Council on Foreign Relations; he is a current member of the Global Capital Markets Advisory Council for The Milken Institute and a former member of the Institutional Investor Advisory Council for the Managed Funds Association and of the investment committee of Wesleyan University.

    Klein is also a member of the Council on Foreign Relations and the Economic Club of New York. Previously, he was the chief investment officer for the Museum of Modern Art and a vice president and principal in the private equity division of Lehman Brothers. Klein earned an MBA from Wharton, a JD from the University of Pennsylvania Law School and a BA from Wesleyan University.

  • MARC LASRY

    Avenue Capital Group

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    MARC LASRY

    Marc Lasry is the chairman, chief executive officer and co-founder of Avenue Capital Group, a global alternative investment manager focused on distressed and undervalued debt and equity opportunities in the U.S., Europe and Asia. In 1995, Mr. Lasry formed Avenue with his sister, Sonia Gardner, with less than $10 million in capital from friends and family. Today, Avenue is one of the largest distressed debt investors globally, managing assets of approximately $9.5 billion, with headquarters in New York City, and offices in London, Luxembourg, Madrid, Milan, and five offices throughout Asia.

    Lasry is known as a pioneer in distressed investing which has been the focus of his professional career for over 33 years.

    After law school, Lasry clerked for Edward Ryan, chief bankruptcy judge for the Southern District of New York. He spent the following year practicing law at Angel & Frankel, which focused on bankruptcies.

    Lasry subsequently became the director of the private debt department at R.D. Smith, the firm where he first became involved in “trade claims,” the market in purchasing and selling to investors the unsecured claims of vendors and other creditors against a debtor. In 1987, he moved to Cowen & Company where he was co-director of the bankruptcy and corporate reorganization department. It was at Cowen that he caught the attention of the Texas investor Robert Bass, who was a client of the firm. When he left Cowen, Lasry went to manage over $100 million for the Robert Bass Group, Inc., where he invested in bank debt, senior bonds, and trade claims. The Bass fund Lasry oversaw was called Amroc Investments, L.P., and, at the time, it stood as one of the largest distressed funds in the U.S. In 1990, he co-founded a boutique distressed brokerage firm, keeping the Amroc name and maintaining the affiliation with the Robert Bass Group.

    He is currently a member of the Council on Foreign Relations, and he has served and will continue to serve on various other boards of advisors/directors of both for-profit and not-for-profit private and public companies. He is also co-owner of the Milwaukee Bucks NBA team.

    Lasry received a B.A. in History from Clark University (1981) and a J.D. from New York Law School (1984).

  • CHAMATH PALIHAPITIYA

    Social Capital

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    CHAMATH PALIHAPITIYA

    Chamath Palihapitiya is founder and CEO of Social Capital, whose mission is to advance humanity by solving the world’s hardest problems. Social Capital invests in and starts breakthrough companies in several areas, including health care, education, financial services and enterprise. Before founding Social Capital, Palihapitiya was a member of the senior executive team at Facebook and a key driver behind its rise to one of the most important and impactful companies in the world.

    Prior to Facebook, Palihapitiya held leadership roles at Mayfield Fund, AOL and Winamp. He was born in Sri Lanka, grew up in Canada and graduated with a degree in electrical engineering from the University of Waterloo. Palihapitiya is also owner and director of the NBA’s Golden State Warriors.

  • JOHN VASKE

    Temasek

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    JOHN VASKE

    John joined Temasek in January 2017 as a Senior Managing Director. He is currently Head, Americas and Head, Agribusiness.

    Previously, John was Co-Chairman of Global M&A in the Investment Banking Division at Goldman Sachs where he spent his entire career prior to Temasek. John joined Goldman Sachs in 1988 as an Analyst with the M&A team in New York. He relocated to Tokyo from 1989 to 1991 to help start the M&A practice before returning to New York.

    He relocated to London in 2005 to lead the European Natural Resources Group. In March 2010, John returned to New York as Co-Head of the Natural Resources Group ultimately becoming Co-Chairman. John moved into his last role as Co-Chairman of Global M&A in 2015.

    John is currently Chairman of the Board of PeacePlayers International, a member of the Board of Bottom Line New York and member of the Athletic Leadership Committee of Columbia University.

    John graduated from Columbia University in1988 with a Bachelor of Arts in Economics.

  • DAVID VILLA

    State of Wisconsin Investment Board

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    DAVID VILLA

    David C. Villa is chief investment officer and chairman of the investment committee for the State of Wisconsin Investment Board (SWIB), which manages assets in excess of $98 billion, half of them internally. Villa is responsible for implementing the investment policy and developing the architecture of the overall investment program.

    Villa joined SWIB in June 2006 after serving for two and a half years as the chief investment officer for Florida's State Board of Administration and 12 years with UBS Global Asset Management (previously Brinson Partners).

    He is a board member and the treasurer of the Marguerite Casey Foundation and a member of the board of Madison College Foundation and the advisory board of the University of Wisconsin Carbone Cancer Center. Villa received a B.A. from Princeton University, an M.A. from Stanford University and an M.B.A. from Northwestern University. He is a chartered financial analyst and a certified public accountant.

  • ASHBEL WILLIAMS

    Florida State Board of Administration

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    ASHBEL WILLIAMS

    Ashbel C. "Ash" Williams is executive director and CIO of the Florida State Board of Administration.

    The SBA has more than $150 billion in funds under management, including those of The Florida Retirement System Pension Plan.

    Williams began his career as a staff member of the Florida House of Representatives, serving as executive assistant to two House speakers. He also worked as deputy chief of staff to then-Gov. Bob Graham and chief of staff to Comptroller Gerald Lewis.

    Williams became president and CEO of Schroder Capital Management in New York City in 1996, and was a managing director at Fir Tree Partners, a value-oriented hedge fund, when he joined the SBA.

    He is a member of the board of trustees of the Florida State University Foundation and founded the Williams Scholarship Fund.

    Williams has a B.S. and MBA from Florida State University.

EVENT
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    CNBC Delivering Alpha

    One of the most influential investor conferences every year, Delivering Alpha brings together the biggest asset managers and investors, plus influential political and economic figures for a high-level discussion on the critical issues in today’s global economy. The event features one-on-one interviews and panel discussions led by top journalists from CNBC and Institutional Investor.

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  • DELIVERING ALPHA -- Pictured: (l-r) at the CNBC Institutional Investor Delivering Alpha conference July 18th in NYC. -- (Photo by: David A. Grogan/CNBC) design element, an overlay

EVENT VIDEOS

  • CNBC Delivering Alpha

    One of the most influential investor conferences every year, Delivering Alpha brings together the biggest asset managers and investors, plus influential political and economic figures for a high-level discussion on the critical issues in today’s global economy. The event features one-on-one interviews and panel discussions led by top journalists from CNBC and Institutional Investor.

    Open Video

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