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Delivering Alpha
September 28, 2022

Delivering Alpha Investor Summit

Crossroads of Risk and Opportunity 

With pervasive economic uncertainty, an outbreak of economic and military warfare, inflation setting records, central banks scrambling to adjust policies, and the long shadow of the pandemic obscuring vision, investors are navigating a market at a crossroads. Is the selloff in equities coming to an end? What’s the right path forward for credit investing? Which alternatives provide the best return? Managing risk versus reward, optimizing returns and navigating this new market dynamic amid a challenging environment is the focal point for this year’s Delivering Alpha Investor Summit.

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Speakers

Glenn Youngkin

Governor Glenn Youngkin is a homegrown Virginian who grew up in Richmond and Virginia Beach. As his father changed jobs, Governor Youngkin learned that moving around didn’t equal moving up – nothing was handed to him. From his first job washing dishes and frying eggs at a diner in Virginia Beach, he embraced hard work and responsibility to help his family when his father lost his job. His determination to succeed earned him multiple high school basketball honors in Virginia and an athletic scholarship to college.

After earning an engineering degree at Rice University, and his MBA at Harvard Business School, Governor Youngkin and his wife Suzanne moved to Northern Virginia. He landed a job at The Carlyle Group, where he spent the next 25 years. Working his way to the top of the company, Governor Youngkin played a key role in building Carlyle into one of the leading investment firms in the world. His efforts have helped fund the retirements of teachers, police officers, firefighters and other frontline public servants and supported hundreds of thousands of American jobs.

Married for over 27 years to his amazing wife Suzanne, Governor Youngkin is a dedicated father of four wonderful children. Their family journey has been and continues to be guided by their faith.

Wally Adeyemo

On March 26, 2021, Wally Adeyemo was sworn in as Deputy Secretary of the Treasury. He has been at the center of many of the country’s major economic policy decisions since the 2008 Financial Crisis and has worked in organizations across the public, private, and non-profit sectors to build a stronger and fairer economy.

As Deputy Secretary, Adeyemo serves as the Treasury Department’s number two official and chief operating officer. Adeyemo has taken a leading role in Treasury’s national security, economic inequality, and pandemic-related economic recovery work, while supporting the Secretary in driving the Department’s fundamental mission: promoting economic growth and ensuring the financial security of the United States.

This is Adeyemo’s second tour at the Treasury Department. His first began in the early days of the Obama Administration, during the depths of the Great Recession. Rising through a variety of leadership roles at Treasury, Adeyemo became Senior Advisor and Deputy Chief of Staff under Secretary Tim Geithner and Secretary Jack Lew, as well as chief negotiator for the Trans-Pacific Partnership’s provisions on macroeconomic policy.

From 2015 to 2017, Adeyemo served in the Obama White House as Deputy National Security Adviser for International Economics and Deputy Director of the National Economic Council. Adeyemo was responsible for coordinating the policymaking process related to international finance, trade and investment, energy, and environmental issues. He also served as President Obama’s representative to the G7 and G20.

Adeyemo also served as the first Chief of Staff of the Consumer Financial Protection Bureau, which was founded after the financial crisis to protect Americans from unfair, deceptive, or abusive consumer financial practices. Adeyemo helped build out the Bureau’s initial executive leadership team and served as a member of its executive committee.

After leaving government in 2017, Adeyemo served as the first president of the Obama Foundation, where he worked with the former president and first lady to help them continue giving back to the country as private citizens. Adeyemo also served as a Senior Advisor at the Center for Strategic and International Studies and at BlackRock.

Adeyemo was previously a member of the Aspen Strategy Group, which promotes widespread economic opportunity and the competitiveness of America. He also served on the boards of Demos, a New York-based think tank focused on social, political, and economic equity issues; the Golden State Opportunity Foundation, which works to provide financial security to low-income working people throughout California; and Just Homes, a faith-based affordable housing initiative based in Washington, DC.

Born in Idaban, Nigeria, Adeyemo immigrated to California’s Inland Empire as young child with his parents, an educator and a nurse. He attended the University of California, Berkeley and Yale Law School.

Afsaneh Beschloss

Afsaneh Mashayekhi Beschloss is Founder and CEO of RockCreek. Previously, she was Managing Director and Partner at the Carlyle Group. She was Treasurer and Chief Investment Officer of the World Bank and worked at J.P. Morgan. Afsaneh has advised governments, central banks, and regulatory agencies on global public policy and financial policy as well as energy. She led the World Bank’s energy investments and policy work on areas including sustainable investing, renewable energy, power, and infrastructure to reduce carbon emissions and founded its Natural Gas Group as a transitional fuel.

Afsaneh is Chair of PBS Foundation and a trustee of the Institute for the Advanced Study. She serves on the boards of the World Resources Institute; the Council on Foreign Relations; the Rockefeller Foundation, where she chairs the finance committee; the Bretton Woods Committee, where she co-chairs the Future of Finance Working Group; Gavi Vaccine Alliance; Georgetown University; and the Center for Global Development.

She was recognized by Carnegie Corporation in their Great Immigrants, Great Americans 2020 list, received the Institutional Investor Lifetime Achievement Award and the Robert F. Kennedy Human Rights Ripple of Hope Award, and been listed among the “Most Powerful Women in Banking” by American Banker.

Afsaneh holds an MPhil (Honors) in Economics from the University of Oxford, where she taught international trade and economic development. She is the co-author of The Economics of Natural Gas and author of numerous journal articles on energy, finance, renewable energy, and impact investing.

Carson Block

Carson Block is the Chief Investment Officer of Muddy Waters Capital LLC, an activist investment firm. Muddy Waters conducts extensive due diligence based investment research on companies around the globe. Bloomberg Markets Magazine named Mr. Block as one of the “50 Most Influential in Global Finance” in 2011. The following year, Muddy Waters received the prestigious Boldness in Business Award from the Financial
Times. In September 2015, Mr. Block was featured in the book, The Most Dangerous Trade: How Short Sellers Uncover Fraud, Keep Markets Honest, and Make and Lose Billions, by former Bloomberg writer Richard Teitelbaum.

Muddy Waters gained fame in 2011 following the publication of its research on Sino-Forest Corp., which exposed the company as a massive fraud. Activist campaigns conducted by Muddy Waters have led to numerous financial restatements by companies, four de-listings and one multi-year stock suspension by securities regulators, over $100 million in restitution paid to investors, and over $50 million paid to regulators. Mr. Block appears frequently as a commentator on Bloomberg Television, CNBC and the BBC. He has written op-eds in the Wall Street Journal, Financial Times, and New York Times on various topics related to improving corporate governance and market transparency.

Prior to forming Muddy Waters, Mr. Block was an entrepreneur in China and worked as a lawyer in the Shanghai office of the U.S. law firm Jones Day. In 2007, he coauthored Doing Business in China for Dummies, a primer on doing business in China. He holds a B.S. in business from the University of Southern California and a J.D. from the Chicago-Kent College of Law, where he has also served as an adjunct professor.

Orlando Bravo

Orlando Bravo is the Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the top private equity firms in the world. Today, Orlando directs the firm’s strategy and investment decisions in accordance with its principles of partnership, innovation, and performance. Orlando has overseen over 300 software acquisitions conducted by the firm, representing more than $85 billion in transaction value. Forbes named him “Wall Street’s best dealmaker” in 2019, and he was part of Thomson Reuters “Eight Buyout Pros to Watch” in 2009.

Orlando was born in Mayaguez, Puerto Rico. He graduated Phi Beta Kappa with a bachelor’s degree in economics and political science from Brown University in 1992 and earned a JD from Stanford Law School and an MBA from the Stanford Graduate School of Business in 1998.

He is the Founder and Chairman of the Bravo Family Foundation, the mission of which is to provide access and opportunities to young adults in Puerto Rico. Orlando directs the organization’s various programs and initiatives to promote entrepreneurship, community-based leadership and economic development in Puerto Rico. After Hurricane Maria hit Puerto Rico in 2017, he spearheaded a humanitarian mission to remote communities on the island. In 2019, Orlando committed $100 million to the Foundation’s Rising Entrepreneurs Program (REP) with the goal of fostering entrepreneurship in Puerto Rico.

The Orlando Bravo Center for Economics Research at Brown University supports innovative research, training and collaborative projects for faculty and students in the Department of Economics. At Stanford Law School, Orlando created the Bravo Family Public Interest Post-Graduate Fellowship Fund to support students seeking full-time employment in public interest.

Orlando’s philanthropic interests also include causes in healthcare. He endowed faculty scholar and fellow positions at Stanford University’s Sean N. Parker Center for Allergy Research. He supports a wide range of medical research conducted at Stanford University, at the University of California San Francisco (UCSF) and at the College of Physicians and Surgeons at Columbia University. He is also a member of the Board of Trustees at Memorial Sloan Kettering Cancer Center.

Orlando is a Member of the Board of Trustees of the Corporation of Brown University.

Edwin Cass

As CPP Investments’ Chief Investment Officer, Edwin (Ed) D. Cass works closely with the CEO, the Chief Financial and Risk Officer and Investment Department leaders to strengthen the organization’s investment governance with the aim of generating greater performance gains.

He Joined CPP Investments in 2008, initially heading the Global Capital Markets group during the financial crisis. He subsequently headed the Global Corporate Securities group and then the Global Tactical Asset Allocation team, all within the Public Market Investments department. Ed served as Chief Investment Strategist and Head of Total Portfolio Management from 2014 to 2017 and was most recently the Global Head of Real Assets.

With over 25 years of investment experience, Ed previously held senior positions at Fortress Management Group, Deutsche Bank Canada and TD Securities.

Ed holds a BS (Hons) in Theoretical Physics from Queen’s University and a Bachelor of Laws (LLB) degree from York University’s Osgoode Hall Law School.

Jim Chanos

Jim Chanos is the founder and Managing Partner of Chanos & Company LP (f.k.a. Kynikos Associates LP). As the world’s largest exclusive short selling investment firm, Chanos & Company LP provides investment management services for domestic and offshore clients. Through investment funds, partnerships, corporations, and managed accounts – domestic and offshore – Chanos & Company LP maintains private portfolios of securities for clients. The Kynikos Capital Partners, Kynikos Global Capital Partners Ursus, Kriticos, and Kynikos Opportunity funds seek to profit from the unusually high alphas found on the long and short side of the U.S. and non-U.S. equity markets.

Mr. Chanos opened Kynikos Associates LP in 1985 to implement investment 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, Mr. Chanos has identified and sold short the shares of numerous well-known corporate financial disasters; among them, Baldwin-United, Commodore International, First Executive, Integrated Resources, Boston Chicken, Sunbeam, Conseco, Tyco International, WorldCom, Valeant Pharmaceuticals, and Wirecard. 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 has noted his prescience in alerting finance ministers and others about the global financial crisis well before it occurred. His views on financial market fraud, capital markets regulation and the Chinese financial system, among other topics, are regularly covered by news organizations worldwide.

Mr. 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 United Kingdom.

Born and raised in Milwaukee, Wisconsin, Mr. Chanos lives in New York City, and has four children. He is currently a Lecturer in Finance at both the Yale School of Management and the University of Wisconsin School of Business, where he teaches a class on the history of financial fraud. He currently serves as a Trustee at The New-York Historical Society and The Brooklyn Museum. Mr. Chanos received his BA in economics and political science in 1980 from Yale University.

Stanley Druckenmiller

Stanley Druckenmiller is Chairman and Chief Executive Officer of Duquesne Family Office LLC.

Mr. Druckenmiller founded Duquesne Capital Management in 1981, which he ran until he closed the firm at the end of 2010. From 1988 to 2000, he was a Managing Director at Soros Fund Management, where he served as Lead Portfolio Manager of the Quantum Fund and Chief Investment Officer of Soros (1989-2000), and had overall responsibility for funds with a peak asset value of $22 billion. Early on in his career, Stan worked at Pittsburgh National Bank and The Dreyfus Corporation.

Mr. Druckenmiller is Chairman Emeritus of the Board of the Harlem Children's Zone; Chairman of Blue Meridian Partners; a Board member for Memorial Sloan Kettering and the Environmental Defense Fund; a member of the Investment Committee of Bowdoin College and is Co-founder and Board member of Kasparov Chess Foundation.

He graduated Magna Cum Laude from Bowdoin College with degrees in Economics and English, and thereafter earned graduate degree credits in Economics from the University of Michigan.

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.

Roger Ferguson

Roger W. Ferguson, Jr., is the Steven A. Tananbaum Distinguished Fellow for International Economics at the Council on Foreign Relations. He is the Immediate Past President and CEO of TIAA. Prior to joining TIAA, Mr. Ferguson was head of financial services for Swiss Re and Chairman of Swiss Re America Holding Corporation. Mr. Ferguson is the former Vice Chairman of the Board of Governors of the U.S. Federal Reserve System. He began his career as an attorney at the New York City office of Davis Polk & Wardwell and was an Associate and Partner at McKinsey & Company. Mr. Ferguson is a member of the Smithsonian Institution’s Board of Regents. He is a fellow of the American Academy of Arts & Sciences. He serves on the boards of Alphabet, Inc.; Corning, Inc.; Blend, Inc.; and International Flavors & Fragrances, Inc. Mr. Ferguson is also active as an advisor and board member with various private fintech companies. He serves on the boards of The Conference Board, the Institute for Advanced Study, and Memorial Sloan Kettering Cancer Center and other non for profits. Mr. Ferguson holds a B.A., J.D., and a Ph.D. in economics, all from Harvard University.

Bill Ford

Bill Ford is the Chairman and CEO of General Atlantic, a leading global growth equity firm. He has three decades of experience investing in and helping build leading growth companies. Under Bill’s leadership, General Atlantic has expanded its global presence, increased its capital base, and deepened its capabilities to identify and partner with high-potential growth companies across multiple business sectors and geographies.

Bill joined General Atlantic in 1991 and became CEO in 2007. He is currently on the boards of BlackRock, ByteDance, and Sierra Space. Bill has also previously served on the boards of Axel Springer, IHS Markit, Royalty Pharma, e*Trade, First Republic Bank, Priceline, and Tory Burch, among others.

Bill is involved with a number of educational and not-for-profit organizations. He is Chairman of The Rockefeller University, a Trustee of the Memorial Sloan Kettering Cancer Center, a member of the Council on Foreign Relations and a member of the Tsinghua University School of Economics and Management Advisory Board. He serves on the board of the Center for Strategic and International Studies (CSIS) and the National Committee on US-China Relations (NCUSC). He is a former Trustee of Amherst College and the Stanford Graduate School of Business Advisory Council, where he was Vice Chairman.

Prior to joining General Atlantic, Bill was an investment banker at Morgan Stanley & Company.

Bill received his BA from Amherst College and his MBA from the Stanford Graduate School of Business.

Jonathan Gray

Jonathan (“Jon”) Gray is President and Chief Operating Officer of Blackstone, and is a member of Blackstone’s Board of Directors. He sits on its Management Committee and most of its investment committees. Mr. Gray previously served as the firm’s Global Head of Real Estate, which he helped to build into the largest real estate platform in the world. He joined Blackstone in 1992.

Mr. Gray currently serves as Chairman of the Board of Hilton Worldwide. He also serves on the board of Harlem Village Academies. Mr. 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 BRCA related cancers. They also established NYC Kids RISE in partnership with the City of New York to accelerate college savings for low income children.

Mr. Gray 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.

Ken Griffin

Kenneth C. Griffin is the Founder and Chief Executive Officer of Citadel, a global alternative investment firm. Ken began trading from his dorm room at Harvard in 1987, installing a satellite dish on the roof to receive real-time stock quotes. Three years later, he founded Citadel, believing that the integration of exceptional talent, advanced quantitative analytics and leading-edge technology would generate consistent, strong long-term performance. Today, the firm is recognized as one of the most successful alternative investment firms in the world, investing on behalf of capital partners that include preeminent public, private and non-profit institutions.

In 2002, the team at Citadel established Citadel Securities, now one of the leading market markers in the world. Citadel Securities has been at the forefront of the modernization of markets and market structures, which has delivered enormous benefits to investors globally. Its institutional business serves more than 1,600 clients, including many of the world’s largest sovereign wealth funds and central banks. Over the past two decades, Citadel Securities has advocated for and created more open, transparent, competitive and resilient markets, both in the US and abroad. Ken is Non-Executive Chairman of Citadel Securities.

Ken has contributed more than $1 billion philanthropically in recent years, including catalytic giving to expand access to high-quality education at every level, advance medical research, reduce recidivism and violent crime, enhance public spaces and support our country’s world-renowned cultural institutions.

Ken holds an A.B. in Economics from Harvard College and serves on a number of boards that reflect both his commitment to driving upward mobility through economic and educational opportunities and his passionate support for cultural institutions that enrichen our lives and communities.

Whitney Wolfe Herd

Whitney Wolfe Herd is Bumble's founder and has served as Chief Executive Officer and as a member of board of directors since January 2020. Prior to founding Bumble in 2014, Ms. Wolfe Herd was a co-founder of Tinder, a dating application, where she served as Vice President of Marketing from May 2012 to April 2014. Currently, Ms. Wolfe Herd serves on the board of directors of Imagine Entertainment as well as the Executive Board at Southern Methodist University’s Dedman College of Humanities and Sciences, where she graduated with a B.A. in International Studies.

Daniel J. Ivascyn

Mr. Ivascyn is Group Chief Investment Officer and a managing director in the Newport Beach office. He is lead portfolio manager for the firm’s income strategies and credit hedge fund and mortgage opportunistic strategies. He is a member of PIMCO's Executive Committee and a member of the Investment Committee. Morningstar named him Fixed-Income Fund Manager of the Year (U.S.) for 2013, and he was inducted into the Fixed Income Analysts Society Hall of Fame in 2019. Prior to joining PIMCO in 1998, he worked at Bear Stearns in the asset-backed securities group, as well as T. Rowe Price and Fidelity Investments. He has 30 years of investment experience and holds an MBA in analytic finance from the University of Chicago Graduate School of Business and a bachelor's degree in economics from Occidental College.

David Rubenstein

David M. Rubenstein is Co-Founder and Co-Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms. Established in 1987, Carlyle now manages $325 billion from 26 offices around the world.

Mr. Rubenstein is Chairman of the Boards of the John F. Kennedy Center for the Performing Arts, the Council on Foreign Relations, the National Gallery of Art, the Economic Club of Washington, and the University of Chicago; a Fellow of the Harvard Corporation; a Trustee of Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Institute for Advanced Study, the National Constitution Center, the Brookings Institution, and the World Economic Forum; and a Director of the Lincoln Center for the Performing Arts and the American Academy of Arts and Sciences.
Mr. Rubenstein is a member of the American Philosophical Society, 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 Boards of Duke University and the Smithsonian Institution, 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 is a leader in the area of Patriotic Philanthropy, having made transformative gifts for the restoration or repair of the Washington Monument, Lincoln Memorial, Jefferson Memorial, 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 National Museum of African American History and Culture. 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 and Bloomberg Wealth with David Rubenstein on Bloomberg TV; and the author of The American Story: Conversations with Master Historians, a book published by Simon & Schuster in October 2019, How to Lead: Wisdom from the World's Greatest CEOs, Founders, and Game Changers, a book published by Simon & Schuster in September 2020, and The American Experiment: Dialogues on a Dream, a book published by Simon & Schuster in September 2021.
Mr. Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. 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).

Julian Salisbury

Julian Salisbury is Global Head of Goldman Sachs Asset Management. He is a member of the Management Committee and co-chair of the Firmwide Investment Policy Committee. Julian is also co-chair of the Asset Management Investment committees, including those for private equity, infrastructure, growth equity, credit and real estate. He is also a member of the Board of Advisors of Launch With GS, Goldman Sachs’ $1 billion investment strategy grounded in the firm's data-driven thesis that diverse teams drive strong returns.

Prior to assuming his current role, Julian was global head of the Merchant Banking Division. Prior to that, he was head of the Global Special Situations Group from 2013 to 2019 and head of the European Special Situations Group (ESSG) from 2008 to 2013, based in London. From 2007 to 2008, he worked in Moscow establishing ESSG’s business covering the former Soviet Union, and was a founding member of ESSG in 2003. Previously, Julian held roles in Bank Loan Research, High Yield Research and Product Control. He joined Goldman Sachs in 1998, and was named managing director in 2005 and partner in 2008.

Prior to joining the firm, Julian worked in the audit practice of KPMG. He qualified as a chartered accountant in 1998 and is a member of the Institute of Chartered Accountants in England and Wales.

He serves on the Board of Trustees of The Nightingale-Bamford School and St. Bernard's School and is a member of the Board of Directors of Sponsors for Educational Opportunity (SEO). Julian earned a BSc in Sports Science and an MSc in Biomechanics from Loughborough University in 1993 and 1994, respectively.

Roy Swan

Roy Swan leads the foundation’s Mission Investments team, managing Ford’s portfolio of mission-related and program-related investments and working to expand and strengthen the impact investing field.

Before joining Ford, Roy served as managing director and co-head of Global Sustainable Finance at Morgan Stanley, committing over $13 billion in community development transactions. Among his prior experiences, he was founding CIO of New York City’s Upper Manhattan Empowerment Zone, a federal initiative to bring new resources to distressed urban communities. He also served as CFO at Carver Bancorp, the nation’s largest African American managed bank; worked in corporate law at Skadden Arps; investment banking at The First Boston Corporation, Salomon Brothers, and JPMorgan; and finance at Time Warner.

Roy serves on several nonprofit boards, including the Dalton School, Enterprise Community Partners, Low Income Investment Fund, and the Partnership for After School Education in addition to the advisory boards of several private equity funds. Roy received a bachelor’s degree from Princeton University and a JD from Stanford Law School.

Shundrawn Thomas

Shundrawn A. Thomas is a professional investor and corporate executive with 27 years of high-impact leadership within the world’s premiere financial services institutions. He has earned an industrywide reputation as an innovator in investment management and a champion of diversity equity and inclusion. As an executive, he is a pacesetter in organizational transformation and serves as a trusted strategic advisor to the C-suite and boards of directors. Shundrawn is the Founder and Managing Partner of The Copia Group (TCG), a private investment firm which provides capital solutions for lower middle market companies and drives social impact through the power of scalable businesses.

Prior to founding TCG, Shundrawn served as President of Northern Trust Asset Management, a leading global investment manager with then $1.3 trillion in assets and served as a member of the executive management group of Northern Trust Corporation. His executive roles included Head of FlexShares ETFs, President of Northern Trust Securities, and Head of Corporate Strategy. Prior to joining Northern Trust, Shundrawn

Highly respected for his authentic leadership style, Shundrawn has earned numerous industry accolades over the years. Black Enterprise Magazine identified him as one of 2011’s “75 Most Powerful Blacks on Wall Street” and again in 2017 as among the Most Powerful Executives in Corporate America.” In 2020, he was identified by Savoy Magazine as one of the “Most Influential Black Executives in Corporate America. In 2021, he was selected as a member of ThinkAdvisor’s 2021 class of industry luminaries and InvestmentNews honored him with a lifetime achievement award for leadership in diversity, equity, and inclusion.

Shundrawn completed his bachelor’s degree in accounting from Florida A&M University, where he graduated magna cum laude. He earned his MBA from the University of Chicago Booth School of Business, with concentrations in accounting and finance. With a lifelong passion for learning, he has also completed executive leadership programs in corporate strategy at Chicago Booth and corporate governance at University of Notre Dame Mendoza School of Business.

Shundrawn serves as a member of the Board of Directors at Reinsurance Group of America, Incorporated (NYSE: RGA), a leading global life and health reinsurer and as a trustee for the Financial Accounting Foundation. A devoted husband and father of two sons, Shundrawn is also actively involved in civic organizations serving as a trustee for Rush University Medical Center and Chicago’s Museum of Science & Industry. He is also a member of the Economic Club of Chicago and the Commercial Club of Chicago. Shundrawn is a frequent public speaker, media commentator and lecturer and has authored four books including Discover Joy in Work: Transforming Your Occupation into Your Vocation, published in 2019.

Anastasia Titarchuk

Anastasia Titarchuk is the Chief Investment Officer for New York State’s Common Retirement Fund. As of March 31, 2021, the value of the Fund was $258.1 billion. Under the direction of State Comptroller Thomas P. DiNapoli, Titarchuk is responsible for developing and implementing investment strategies to ensure that the Fund remains one of the best-funded and best-managed public pension plans in the country. The Fund holds assets in trust for more than one million employees and retirees from the state and local authorities.

Prior to Ms. Titarchuk’s appointment in 2018, she was Deputy CIO since February 2015. Anastasia joined the Fund in 2011. She started her career on Wall Street in 1998. Prior to joining the Fund, she worked in a variety of leadership roles at Bank of America, Barclays Capital and Lehman Brothers, and JP Morgan.

Anastasia was born in Moscow and moved to the U.S. as a teenager. She graduated Summa Cum Laude from Yale University with a B.S. in Applied Mathematics.

Anastasia resides in Connecticut with her husband and 3-year-old daughter Ella.

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.

Paula Volent

Paula Volent is Vice President and Chief Investment Officer at The Rockefeller University, the world’s leading biomedical research university. Prior to joining The Rockefeller University in August 2021, Ms. Volent served as Chief Investment Officer and Senior Vice President at Bowdoin College, a private, residential college in Brunswick, Maine, where she was responsible for the oversight and management of the College’s endowment. Prior to joining Bowdoin in July 2000, Ms. Volent was a Senior Associate at the Yale Investments Office.

Ms. Volent has a BA from the University of New Hampshire; a Master’s Degree in Art History from the Institute of Fine Arts at New York University; a Certificate in Conservation from the Conservation Center at NYU, with a specialization in the conservation of works of art on paper; and an MBA from the Yale School of Management. Prior to focusing on endowment management, Paula worked as a paper conservator at the New-York Historical Society, the San Francisco Palace of Fine Arts, the LA County Museum of Art, and the National Gallery of Art in Washington DC. She also ran a private paper conservation studio in Los Angeles, California. She serves on the Board of Directors of MSCI, Inc.; the Board of Directors of 1st Dibs; a member of the Investment Committee of the Pritzker Family Foundation, a member of the Advisory Board of Girls Who Invest, a Trustee of the Skowhegan School of Art and Painting, and an Investment Committee Member of the Rockefeller Foundation. She is also Vice Chair of the Yale School of Management Advisory Board, a member of the Milken Institute’s Global Markets Advisory Council, a member of the Advisory Board of the Private Capital Research Institute and a member of the National Gallery of Art Investment Subcommittee. In 2020 Barron’s named Ms. Volent as one of the “100 most influential women in U.S. Finance.”

Tina Byles Williams

Tina Byles Williams is Chief Executive Officer, Chief Investment Officer and Founder of Xponance®, a $14 billion multiple strategy investment company which is one of the largest diverse and woman-owned investment firms in the United States. She founded FIS Group, the predecessor firm to Xponance®, 25 years ago and has over 36 years of investment experience. Tina is the Chief Investment Officer and Lead Portfolio Manager for the firm’s active global equity strategies and a member of the Investment Committee for the firm’s Private Market Strategies. As Chief Investment Officer, she chairs the firm’s Investment Committee and oversees the firm’s fixed income and equity platforms. As lead portfolio manager for the firm’s active global equity multi-manager strategies, she oversees all investment strategy, manager search and disposition decisions. Tina is widely regarded as a trailblazer in the field of identifying and investing with talented entrepreneurial investment management firms, many of which are diverse and women-owned.

Tina served as Chief Investment Officer to the City of Philadelphia’s $2.5 billion Board of Pensions and Retirement. Prior to her work with the Board of Pensions and Retirement, Tina was the Investment Officer for the $300 million Philadelphia Gas Works Pension Fund.

Tina is a member of the Advisory Board for the Strategic Capital Group of Investcorp, a $38 billion global alternatives investment firm. She is a member of the Eisenhower Fellowships Board and serves on both its Executive Committee and its Investment Committee. Tina is a former board member of the Vantage Trust Company, a provider of 401 defined contribution and 457 deferred compensation retirement plans. She is also a former board member and Chairman of the Investment Committee for VTC’s parent company, Mission Square Retirement Corporation (formerly ICMA Retirement Corporation), a provider of retirement services with over $50 billion under management and administration. Tina is also a leader in her community and sits on the Center City District Board and previously sat on the Pennsylvania Intergovernmental Cooperation Authority, which oversees the City of Philadelphia’s financial plans. Between 2011 and 2015, she served as a board member and chaired the Research Committee of the National Women’s Business Council, a federal advisory council created to serve as an independent source of advice and counsel to the President, Congress and the U.S. Small Business Administration on economic issues of importance to women business owners.

Tina is the chairman and driving force behind Xponance’s philanthropic entity, A Good Measure Foundation, which provides financial literacy education to inner city youth and supports programs designed to empower impoverished or marginalized women or children in the United States and internationally.

Tina is a recipient of several industry awards and has been quoted and featured in several national and global finance publications such as the Wall Street Journal, Reuters, Institutional Investor, Bloomberg, Market Watch, Value Walk and Pensions and Investments. She has also appeared on various business programs, such as Bloomberg GO and CNBC’s Squawk Box.

Tina completed her undergraduate work at New York University where she graduated Magna Cum Laude and earned her Master’s degree in Public Policy with an emphasis in Finance from Harvard University.

Lauren Taylor Wolfe

Lauren Taylor Wolfe is Co-founder and Managing Partner of Impactive Capital.

Prior to founding Impactive she spent 10 years at Blue Harbour Group, a $3 billion activist investment firm, where she was a Managing Director and Investing Partner. Focused primarily on select sectors including, Technology, Consumer, Business and Healthcare Services, Lauren led many of the firm’s investments where she advised CEOs and boards on capital allocation, strategic opportunities and ESG considerations.

Prior to joining Blue Harbour in 2007, Lauren was a Portfolio Manager at SIAR Capital, where she invested in small capitalization public companies and private companies. Lauren began her career at Diamond Technology Partners, a strategic technology consulting firm.

Lauren received an M.B.A. from The Wharton School at University of Pennsylvania and a B.S. magna cum laude from Cornell University. Lauren is active on various boards including, HD Supply [Nasdaq: HDS], a $9 billion enterprise value industrial distributor, 30% Club Steering Committee, an Angel Member of 100 Women in Finance. Lauren was named one of the 50 leading women in hedge funds globally by Hedge Fund Journal.

Dominic Chu

Dominic Chu is a senior markets correspondent for CNBC, located at the network’s Global Headquarters in Englewood Cliffs, N.J. He appears during CNBC’s Business Day programming and contributes to CNBC.com.

Previously, Chu was a New York-based markets correspondent for Bloomberg Television, where he covered the stock, bond, currency and commodities markets. During that time, he interviewed some of the world’s top money managers and business executives, and he also was part of the team that covered Hurricane Sandy and the Boston Marathon bombings. In addition, Chu handled sports business reporting for the network.

Chu brings extensive knowledge of the financial markets, having worked in sales and trading for UBS Investment Bank, mutual fund management for Hennessy Advisors and investment management for Seascape Capital.

He has spoken at numerous industry conferences and was a regular contributor to radio and television outlets across the country.

Chu holds a Bachelor of Science degree in hotel administration from Cornell University.

Sara Eisen

Sara Eisen is anchor of CNBC’s “Closing Bell” (M-F, 3PM-4PM ET). She is known for her deep expertise in financial markets and the global economy as well as regular news making interviews with some of the most prominent names in the financial world, including Phil Knight, Leon Black, Janet Yellen and Christine Lagarde, among others.

Previously, Eisen was co-anchor of the 10AM ET hour on CNBC’s “Squawk on the Street” (M-F, 9AM-11AM ET), which broadcasts from Post 9 at the New York Stock Exchange. Before that, she was co-anchor of CNBC’s “Power Lunch” (M-F, 2PM-3PM ET) and co-anchor of CNBC’s “Worldwide Exchange” (M-F, 5AM-6AM ET), both of which broadcast from CNBC Global Headquarters in Englewood Cliffs, N.J. She joined CNBC in December 2013 as a correspondent, focusing on the global consumer.

Prior to CNBC, Eisen was co-anchor of “Bloomberg Surveillance” as well as a correspondent for Bloomberg Television, where she covered global macroeconomics, policy and business. During that time, she covered the European debt crisis, the tsunami aftermath and Fukushima nuclear crisis in Japan. Eisen also hosted the Bloomberg Radio program, “On the Economy.”

She is the editor of “Currencies After the Crash: The Uncertain Future of the Global Paper-Based Currency System” published by McGraw-Hill in Jan. 2013.

Eisen holds a master’s degree in broadcast journalism with a concentration in business reporting from the Medill School of Journalism at Northwestern University.

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.

Jon Fortt

Jon Fortt is co-anchor of CNBC's "Squawk Alley" (M-F, 11AM-12PM ET) broadcast live from the New York Stock Exchange. Previously, he was an on-air editor based at CNBC's global headquarters in Englewood Cliffs, N.J. Fortt joined CNBC as technology correspondent in July 2010, working from CNBC's Silicon Valley bureau where he covered the companies, start-ups and trends that are driving innovation in the industry. He also contributes to CNBC.com.

He came to CNBC from Fortune magazine, where as a senior writer he covered both large technology companies— such as Cisco, Hewlett-Packard, and Microsoft—and trends, including cloud computing and the smartphone revolution.

Before joining Fortune in 2007, Fortt was a senior editor at Business 2.0magazine where he produced the "What Works" section.

From 1999 to 2006, Fortt wrote and edited at the San Jose Mercury News, Silicon Valley's hometown newspaper. There he contributed to several efforts that won awards from the Society of American Business Editors and Writers.

As a personal technology writer, his coverage duties included Apple, Palm and Adobe. He also served in roles outside the business department, covering education, editing local news and developing technology strategy. As the newspaper's senior Web editor, he helped develop a blog and podcast network, managed the creation of multimedia projects and served on the board of the Associated Press Managing Editors.

Fortt graduated from DePauw University as a Media Fellow, with a B.A. in English.

Follow Jon Fortt on Twitter @jonfortt. Listen to his podcast, Fortt Knox.

Joe Kernen

Joe Kernen is co-anchor of "Squawk Box" (M-F, 6AM-9AM ET), CNBC's signature morning program. It is a fast-paced, irreverent look at the world of Wall Street, and the longest running show on the network. Kernen is based in CNBC's global headquarters in Englewood Cliffs, N.J.

Prior to his anchoring duties, Kernen was CNBC's On-Air Stock Editor and was featured throughout the business day on CNBC.

Kernen came to CNBC in the 1991 merger with Financial News Network, having joined FNN after a 10-year career as a stockbroker. After training at Merrill Lynch, he rose to the level of vice-president at both EF Hutton and Smith Barney. Focusing on small-to-medium-sized corporations, he managed corporate cash accounts and qualified retirement plans in addition to key employees' personal assets.

Kernen holds a bachelor's degree from the University of Colorado in molecular, cellular and developmental biology as well as a master's degree from Massachusetts Institute of Technology. During his graduate studies, he worked at the MIT Center for Cancer Research, one of the world's premier institutions. His work focused on mouse erythroleukemia cells and resulted in a series of publications in well-known scientific journals including CELL, Developmental Biology and Cold Spring Harbor Symposia on Quantitative Biology.

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, 2PM-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.

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.

Ylan Mui

Ylan Q. Mui is CNBC’s Senior Congressional Correspondent based at the network’s bureau in Washington, D.C., reporting on Capitol Hill and economic policy. She also plays a key role covering the power struggle between Big Tech and Washington as they continue to debate on Capitol Hill. Her reporting appears on television and CNBC’s digital platforms. Mui joined CNBC in February 2017 as a reporter focusing primarily on economic and regulatory policy.

Prior to CNBC, Mui spent nearly 15 years at The Washington Post, most recently as White House economic policy correspondent. She previously covered the Federal Reserve and the macroeconomy, subprime lending, consumer finance, retail and education. In addition, Mui reported on major international stories, including the Greek financial crisis and Brexit, as well as national disasters such as the BP oil spill and Hurricane Katrina.

Mui began her career as a receptionist and obituary writer at The Times-Picayune in New Orleans, where she was born and raised.

Mui graduated from Loyola University in New Orleans with a major in communications and a double minor in biology and philosophy. She is a member of the Asian American Journalists Association, where she is a past vice president of the Washington, DC chapter. She is also a graduate of AAJA’s Executive Leadership Program.

Leslie Picker

Leslie Picker joined CNBC in February 2017 as a reporter covering hedge funds, private equity and asset management. She is based at CNBC Global Headquarters, and her reporting appears on television and CNBC’s digital platforms.

Picker has interviewed some of the most prominent investors on CNBC, including Citadel’s Ken Griffin, Greenlight Capital’s David Einhorn, Omega Advisors’ Leon Cooperman and Pershing Square’s Bill Ackman. Her investigation into Puerto Rico’s debt crisis won a Society for Advanced Business Editing and Writing (SABEW) award and was a finalist for a Gerald Loeb Award in 2018.

Previously, Picker was a reporter at The New York Times where she covered deals. Her beat encompassed mergers and acquisitions, initial public offerings, venture capital, private equity, restructuring and shareholder activism. Prior to The New York Times, Picker was a reporter at Bloomberg News where she reported on initial public offerings. There, she also contributed to Bloomberg Businessweek, Bloomberg Television and Bloomberg Radio. Prior to becoming a reporter, Picker was a segment producer for Bloomberg Television. She began her career as a booker at Fox Business Network.

Picker graduated magna cum laude from the University of Illinois, Urbana-Champaign, earning a bachelor’s degree in political science. She also earned a master’s in journalism from Columbia University, graduating with honors, and an MBA from New York University’s Stern School of Business, with a concentration in finance.

Becky Quick

Becky Quick is co-anchor of "Squawk Box" (M-F, 6AM-9AM ET). Quick is also anchor of the nationally syndicated "On the Money."

Quick is known for her hard-hitting interviews and profiles of some of the world's richest and most influential investors, including Warren Buffett, Bill Gates, Alan Greenspan, T. Boone Pickens, Jamie Dimon, Charlie Munger and many others. She also has interviewed three U.S. presidents and has hosted panels at some of the most prestigious conferences in the world such as the Microsoft CEO Conference, Fortune's Most Powerful Women's Conference and the Allen & Co. Sun Valley Media Conference. Quick also authors a regular column for Fortune magazine as well as contributes to CNBC.com.

Previously, Quick, a seven-year veteran of The Wall Street Journal, covered the Wall Street beat for CNBC as part of the network's partnership with Dow Jones.

Prior to joining CNBC in February 2001, Quick covered various beats for The Wall Street Journal, including retail, e-commerce and the Internet. She also played a crucial role in the launch of The Wall Street Journal Online, while serving as the site's International news editor.

She graduated from Rutgers University in New Brunswick, N.J., and previously served on the board of The Robert Wood Johnson University Hospital.

Scott Wapner

Scott Wapner is host of CNBC’s “Fast Money Halftime Report” (M-F, 12PM-1PM ET), which broadcasts from CNBC Global Headquarters in Englewood Cliffs, N.J., and “Closing Bell: Overtime” (M-F, 4PM-5PM ET), which broadcasts from the New York Stock Exchange. Wapner is known for interviewing some of the world’s most influential investors, drilling down into stocks and sectors and navigating viewers through breaking news and market moves during and after the trading day.

He is also the author of “When the Wolves Bite,” which documents the battle between billionaire investors Bill Ackman and Carl Icahn over Herbalife.

AGENDA

The Economic & Geopolitical Outlook

Treasury Deputy Secretary Wally Adeyemo will share the Biden administration’s plan to fight inflation and build a more resilient economy. He’ll also discuss the U.S response to Russia, the endgame for Ukraine and the potential for geopolitical realignment.

Wally Adeyemo, United States Department of the Treasury Deputy Secretary
Interviewer: Ylan Mui, CNBC Senior Congressional Correspondent

Watch the full interview

Where is Alpha Now?

In an era of major crosscurrents, investors want to know where the greatest investment opportunities are today. Three influential players will examine the key issues influencing the markets, and share their perspective on delivering alpha.

Mary Callahan Erdoes, JPMorgan Asset & Wealth Management CEO
Roger Ferguson, Former TIAA CEO
John Vaske, Temasek Head, Americas
Moderator: Sara Eisen, CNBC “Closing Bell” Anchor

Watch the full interview

Alpha in the Family

Investing icon Stan Druckenmiller of Duquesne Family Office sits down with Joe Kernen to talk about today’s investment environment.

Stanley Druckenmiller, Duquesne Family Office Chairman & CEO
Interviewer: Joe Kernen, CNBC “Squawk Box” Co-Anchor

Watch the full interview

Leading Alpha: “How to Invest”

What does it take to be a successful investor over the long term? Hear insights and strategies from two notable and successful “masters” of their craft.

David Rubenstein, The Carlyle Group Co-Founder, Co-Chairman & “How to Invest: Masters on the Craft” Author
Paula Volent, Rockefeller University Vice President & CIO
Moderator: Becky Quick, CNBC “Squawk Box” Co-Anchor

Watch the full interview

Yield Signs

Where are the best credit returns now? With rates on the rise and the Fed on the move, we’ll hear from Dan Ivascyn of PIMCO on where he is putting his portfolio to work.

Dan Ivascyn, PIMCO Group Chief Investment Officer
Interviewer: Leslie Picker, CNBC Finance & Investing Reporter

Watch the full interview

The Game of Risk

Geopolitical turmoil, climate change, pandemics, inflation: uncertainty rules the day. We’ll do a deep dive into how to navigate today’s market risks and how the past could give clues to alpha in the future.

Edwin Cass, CPP Investments Senior Managing Director & CIO
Anastasia Titarchuk, NYS Common Retirement Fund CIO
Tina Byles Williams, Xponance CEO, CIO & Founder
Moderator: Melissa Lee, CNBC “Fast Money” & “Options Action” Host 

Watch the full interview

Return on Impact

Delivering superior investment returns while driving impact, in both the public and private markets.

Roy Swan, Ford Foundation Head of Mission Investments
Shundrawn Thomas, The Copia Group Founder & Managing Partner
Lauren Taylor Wolfe, Impactive Capital Co-Founder & Managing Partner
Moderator: Leslie Picker, CNBC Finance & Investing Reporter

Watch the full interview

Networking Lunch

Sponsored by Parametric

Lunch keynote:

Glenn Youngkin, Governor (R) Virginia
Interviewer: Ylan Mui, CNBC Senior Congressional Correspondent

Watch the full interview

Delivering in 2022 & Beyond

Investor. Market maker. CEO. While the markets have been suffering one of the worst years since the 1970s, Ken Griffin and Citadel have been bucking the trend. With over thirty years in business, he’ll share his market insights and perspective.

Ken Griffin, Citadel Founder & CEO
Interviewer: Scott Wapner, CNBC “Fast Money Halftime Report” & “Closing Bell: Overtime” Host

Watch the full interview

A Perfect Pair?

We’ll get up close and personal about the business and partnership between the private equity giant and the fast-growing “queen bee” of online dating.

Jonathan Gray, Blackstone President & COO
Whitney Wolfe Herd, Bumble Founder, CEO & Board Director
Moderator: David Faber, CNBC “Squawk on the Street” Co-Anchor

Watch the full interview

Innovation Alpha

Here comes the boom?

Following a resizing of deal valuations, a PE industry flush with cash is handicapping new opportunities across the technology arena. Two leaders in the space take us on a deep dive into where new long-term growth opportunities exist.

Orlando Bravo, Thoma Bravo Founder & Managing Partner
Bill Ford, General Atlantic Chairman & CEO
Moderator: Leslie Picker, CNBC Finance & Investing Reporter

Watch the full interview

The Next Big Short

What goes up, sometimes should come down. Hear from two notable skeptics on where short sellers could go long.

Carson Block, Muddy Waters Capital CIO
Jim Chanos, Chanos & Company Founder & Managing Partner
Moderator: Dominic Chu, CNBC Senior Markets Correspondent

Watch the full interview

The Next Big Thing

A closer look at some emerging areas of interest, from companies paving the path to net-zero, to making the metaverse a reality, to monetizing the blockchain.

Afsaneh Beschloss, RockCreek Founder & CEO
Julian Salisbury, Goldman Sachs Asset Management Global Head
Moderator: Jon Fortt, CNBC “TechCheck” Co-Anchor

Watch the full interview

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