Delivering Alpha
NYC + Online⎮September 28, 2023

Delivering Alpha Investor Summit

Risks, Rewards, Returns

In this new world of more normalized returns and emerging, shifting risks, what will give investors the edge to outperform and deliver alpha?  The 13th annual CNBC Delivering Alpha Investor summit will convene elite investors, thinkers and leaders across the spectrum of asset classes – equities, commodities, real estate, credit, alternatives and beyond – to provide insights and ideas, analysis and intelligence, all designed to balance risk with maximized returns.

For speaker and sponsorship opportunities, please email

For Delivering Alpha editorial coverage, stories and video, visit

Subscribe to the Delivering Alpha Newsletter for investing intelligence and strategies from the most successful investors delivered straight to your inbox.  


Bill Ackman

Bill Ackman is the CEO of Pershing Square Capital Management, L.P., an SEC-registered investment adviser founded in 2003. Mr. Ackman is Chairman of The Howard Hughes Corporation (NYSE:HHC) and a member of the board of Universal Music Group N.V. (NA:UMG).

He serves as a member of the Investor Advisory Committee on Financial Markets for the Federal Reserve Bank of New York, and a member of the Board of Dean’s Advisors of the Harvard Business School.

Mr. Ackman is co-trustee of the Pershing Square Foundation, a family foundation, that supports exceptional leaders and innovative organizations tackling important social issues and delivering scalable and sustainable impact across the globe.

Mark Delaney

Mark is Chief Investment Officer and Deputy Chief Executive of AustralianSuper, acting as an advisor to the board and responsible for the strategic direction and performance of the Fund’s investment program. Mark started in the role of Deputy Chief Executive and Chief Investment Officer of AustralianSuper on 1 July 2006, the date Australian Super commenced operation. Prior to this, Mark was Chief Executive of the Superannuation Trust of Australia (STA) for three years before the merger with ARF to form AustralianSuper. Before AustralianSuper, Mark worked for 14 years at National Mutual/AXA, first as an Economist and later as Senior Manager of Investment Services. He previously spent four years working as an Economist in the Federal Department of Treasury. Mark is currently a Director on the IFM Investor Advisory Board. He has a Bachelor of Economics (Hons) and holds the Chartered Financial Analyst (CFA) designation.

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.

Katie Koch

Ms. Koch is President and Chief Executive Officer of TCW and serves as a member of the Board of Directors. In this role, she is responsible for the strategic direction and overall day-to-day management of the Firm. Prior to joining TCW in 2023, Ms. Koch spent 20 years with Goldman Sachs in the Asset Management Division (AMD), where she was a Partner and most recently served as Chief Investment Officer of the $300 billion Public Equity business and as a member of the AMD executive committee. Previously, she was based in London for 10 years where she held several leadership roles including Head of the Multi-Asset Solutions business internationally.
Ms. Koch currently serves as a board member for The Investment Fund for Foundations (TIFF), The Investment Company Institute (ICI), the Toigo Foundation and The Spence School. She also serves as a Co-Chair of the University of Notre Dame Wall Street Leadership Committee and the advisory board of the Notre Dame Institute for Global Investing (NDIGI). Ms. Koch was named a Young Global Leader with the World Economic Forum.

Ms. Koch earned her Bachelor of Arts degree in Economics and Literature at the University of Notre Dame.

Michael Arougheti

Mr. Arougheti is a Co-Founder of Ares and the Chief Executive Officer and President, as well as a Director of Ares Management Corporation. He is a member of the Ares Executive Management Committee, the Ares Enterprise Risk Committee and is on the Board of Directors of the Ares Charitable Foundation. He additionally serves as Co-Chairman of Ares Capital Corporation ("ARCC"), Co-Chairman of Ares Acquisition Corporation ("AAC") and as a director of Ares Commercial Real Estate Corporation ("ACRE"). Mr. Arougheti also is a member of the Ares Credit Group's U.S. Direct Lending and Pathfinder Investment Committees, the Ares Equity Income Opportunity Strategy Portfolio Review Committee and the Ares Sports, Media and Entertainment Investment Committee. Prior to joining Ares in 2004, Mr. Arougheti was employed by Royal Bank of Canada ("RBC") from 2001 to 2004, where he was a Managing Partner of the Principal Finance Group of RBC Capital Partners and a member of the firm's Mezzanine Investment Committee. Mr. Arougheti oversaw an investment team that originated, managed and monitored a diverse portfolio of middle-market leveraged loans, senior and junior subordinated debt, preferred equity and common stock and warrants on behalf of RBC and other third-party institutional investors. Mr. Arougheti joined RBC in October 2001 from Indosuez Capital, where he was a Principal and an Investment Committee member, responsible for originating, structuring and executing leveraged transactions across a broad range of products and asset classes. Prior to joining Indosuez in 1994, Mr. Arougheti worked at Kidder, Peabody & Co., where he was a member of the firm's Mergers and Acquisitions Group. Mr. Arougheti also serves on the board of directors of Operation HOPE, a not-for-profit organization focused on expanding economic opportunity in underserved communities through education and empowerment. Additionally, Mr. Arougheti is a member of the PATH Organization Leadership Council. Mr. Arougheti received a B.A. in Ethics, Politics and Economics, cum laude, from Yale University.

Jase Auby

Jase Auby is Chief Investment Officer for the Teacher Retirement System of Texas. Appointed CIO in December 2019, Mr. Auby has oversight over one of the largest investment funds ($179 billion) in the world. The Trust's asset allocation consists of Global Equity (54%), Stable Value (includes fixed income and hedge funds, 21%), Real Return (21%) and Risk Parity (8%). The allocation sums to 104% and therefore has leverage at the asset allocation level. Private asset classes within the allocation total 35% and include private equity, real estate as well as energy, natural resources and infrastructure. TRS is a pioneer among U.S. funds having opened a foreign office in London in 2015. TRS is headquartered in Austin, TX and provides retirement benefits to more than 1.9 million active and retired educators and targets a long term return of 7.00%.

Prior to his current role as CIO, Mr. Auby was Deputy Chief Investment Officer, Chief Risk Officer, Co-Chairman of the Management Committee, and head of the Risk Group responsible for managing and budgeting the risk of the overall investment Fund. He oversaw the development and management of innovative investment strategies including risk parity, low volatility equity, reinsurance and currency management.

Prior to joining TRS in 2009, Mr. Auby worked with two startup companies in Austin, TX. Before then, he structured credit securitizations as a part of the structured credit group at Lehman Brothers. Mr. Auby began his career in an investment management industry resource group as a part of the fixed income division at Goldman Sachs. He received a BS in electrical and computer systems engineering from Harvard College and he is a CFA charter holder.

Les Brun

Les Brun is Chairman and Chief Executive Officer of Ariel Alternatives, LLC. Additionally, he chairs the Investment Committee for the Firm. Les is also Chairman and Chief Executive Officer of Sarr Group, LLC, a diversified holding company for his investments, as well as Senior Advisor to G100 and World 50, a private platform of peer-to-peer communities for senior most executives and directors from some of the world’s largest companies. Previously, he was a Managing Director in the New York office of CCMP Capital Advisors. Les also founded and was Chairman Emeritus of Hamilton Lane, the world’s leading Private Equity advisory and management firm. He was also a member of the board of directors of the Richcourt Group, a Hamilton Lane company specializing in hedge fund of funds management.

Les is currently Lead Director of Broadridge Financial Solutions, Inc. (NYSE “BR”), where he was formerly Chairman of the Board of Directors. He also serves on the Board of Directors of Corning, Inc. (NYSE “GLW”). Les was formerly Lead Director of Merck & Co., Inc. (NYSE “MRK”) until August 2021, Chairman of the Board of Director of CDK Global, Inc. (NASDAQ “CDK”) until July 2022, Chairman of the Board of Directors of Automatic Data Processing, Inc. (NYSE “ADP”) until November 2015, and Chair of the Compensation Committee of Hewlett Packard Enterprise (NYSE “HPE”). He is also a Member of the Council on Foreign Relations. In addition, he was Chairman of the U.S. Small Business Administration’s S.B.I.C. Advisory Council, and a member of the Committee for the Reinvention of the S.B.A.

Les has over 42 years of investment banking, commercial banking and financial advisory experience.

Les holds a B.S. from the State University of New York at Buffalo, where he has been recognized as a Distinguished Alumnus, and is a former Trustee of the University at Buffalo Foundation, Inc. He is also a former Trustee of Widener University, as well as Episcopal Academy in Merion, PA. Les was recognized by the NACD as one of America’s top 100 Corporate Directors in 2015 and most recently inducted into the 2019 Business Hall of Fame for Philadelphia Inquirer’s Industry Icons.

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.

Damien Dwin

Damien Dwin is the Founder and Chief Executive Officer of Lafayette Square.

Previously, Damien served as Co-Founder and Co-CEO of Brightwood Capital Advisors from its founding in 2010 to October 2020. 

Damien began his career as a trader with Goldman Sachs, New York & London, there earning the Michael P. Mortara Award for Innovation. At Credit Suisse, he was the Co-Founder and Head of the North American Special Opportunities business until 2010. Damien also served on the Vice President Selection Committee and led the Fixed Income Division Credit Training Program. 

He is an active thought leader on place-based investing, mass incarceration, and the use of capitalism for good. He has written for Financial Times, Entrepreneur, and 

Damien currently serves as Chair of the Board of Trustees for Vera Institute of Justice. He also serves on the non-profit boards of Lincoln Center for the Performing Arts, Children’s Hospital of Philadelphia, Studio Museum in Harlem, National Trust for Historic Preservation, Woodberry Forest School, and Boys’ Club of New York. He is also a Council Member of the Smithsonian National Museum of African American History and Culture.

Damien received a B.S./B.A. from Georgetown University where he served two terms on the Board of Regents. 

Dawn Fitzpatrick

Ms.Fitzpatrick is the Chief Executive Officer and Chief Investment Officer of Soros Fund Management LLC, in this capacity she heads the firm with oversight for both investment and non-investment personnel. Prior to joining Soros in 2017, Dawn spent 25 years at UBS and its predecessor organizations, where most recently she was Head of Investments for UBS Asset Management. In that role, she had global responsibility for overseeing active and passive strategies across asset classes, comprising over $500 billion of client capital. Prior to that she was CEO and CIO of the O’Connor hedge fund business. Dawn began her career as a clerk on the American Stock Exchange and then a trader on the Chicago Board of Options exchanges. During her tenure, she served as head of various direct investment teams specializing in equities, convertible corporate bond arbitrage, and merger arbitrage, as well as derivatives across asset classes. At UBS, Ms. Fitzpatrick was a Group Managing Director, and served as a member of the UBS Asset Management Executive Committee.

Ms. Fitzpatrick currently serves on the Open Society Foundations' Economic Justice Program Advisory Board, the Federal Reserve Bank of New York's Investor Advisory Committee on Financial Markets, the Advisory Council of The Bretton Woods Committee, and as a non-executive Director on the Barclays Board. Ms. Fitzpatrick received her Bachelor of Science in Economics from the University of Pennsylvania’s Wharton School of Business.

Brad Gerstner

Brad is the Founder and CEO of Altimeter, a life-cycle technology investment firm based in Silicon Valley that manages public and private portfolios. Brad has worked in technology for 25 years - as a securities lawyer; a founding principal at the venture firm General Catalyst; as a three-time co-founder where he raised significant venture funding and sold all three businesses (to IAC, Google and Marchex); and as a Portfolio Manager for PAR Capital. He was born in Indiana, studied at Wabash College, Oxford University, Indiana University School of Law and Harvard Business School. He has personally participated in more than 100 IPOs as a sponsor, anchor and investor. Brad’s notable deals include Snowflake, Mongo, Cockroach, Bytedance, Gusto, Unity, Okta, dbt, Modern Treasury, EPIC Games, Orbitz, Hotel Tonight and Zillow (while at PAR Capital).

Suni Harford

Suni Harford was appointed President Asset Management in 2019 and is the Chair of UBS Optimus Foundation. Ms. Harford has been the UBS GEB lead for Sustainability and Impact since May 2021. She started her Wall Street career at Merrill Lynch & Co., in investment banking, before embarking on a 24-year career at Citigroup Inc., the last nine years of which she was the Regional Head of Markets for North America. Ms. Harford then joined UBS, bringing with her a broad experience from across the industry, including in research, client coverage and risk management, and successfully led UBS Asset Management’s integrated investments capabilities, driving performance for its clients.

Lydia Jett

Lydia Jett is a Managing Partner at SoftBank Investment Advisers (SBIA) where she helps lead the firm's US Consumer Internet and Global eCommerce Sectors. Lydia has led and represents Softbank on the Board of Directors of the firm's global eCommerce investments including Coupang (NYSE: CPNG), Fanatics, Flipkart and GoTo. Additionally, Lydia has led and represents Softbank on the Board of Directors of Andela, Block, Candy, Embark, Klook, LTK, Misfits Market, mmhmm, Pacaso, Papa, Perch, The Sandbox. Prior to SBIA, Lydia was a senior member of the investment team at SoftBank Group Corp International where she led SBGl's investments in Guardant Health (Nasdaq: GH), 10X Genomics (Nasdaq: TXG) and Fetch Robotics (sale to Zebra) and represented Softbank on the board of inMobi. Previously, Lydia was a Vice President at M/C Partners, a growth equity firm, and an Associate at Goldman Sachs in the Principal Investment Area where she invested across media and technology sectors. She started her career at JPMorgan. In addition, she is an independent board member of Ozon (Nasdaq: Ozon) and on the Venture Advisory Board of Silicon Valley Bank. Lydia is a graduate of the Stanford Graduate School of Business, the London School of Economics and Smith College.

Jenny Johnson

Jenny Johnson is President and Chief Executive Officer of Franklin Templeton. In a career at Franklin Templeton spanning over 30 years, she has been a key driver in the company's transformation to what is now one of the most respected global firms focused on investment management, technology, innovation, diversity and corporate and social responsibility.
Ms. Johnson joined the firm in 1988 and held leadership roles in all major divisions of the business, including investment management, distribution, technology, operations, and high-net-worth, before becoming CEO in February 2020. She led the historic acquisition of Legg Mason in 2020, with the combined organization managing approximately $1.5 trillion in assets globally.
Ms. Johnson has been named to Barron's list of the 100 Most Influential Women in U.S. Finance for four consecutive years, most recently in 2023. Forbes named Ms. Johnson to its World's 100 Most Powerful Women and 50 Over 50 lists in 2022, highlighting women across industries with impressive achievements. American Banker recognized her as one of the Most Powerful Women in Finance. Ms. Johnson was named 2021 Woman of the Year by Financial Women of San Francisco. She has been named one of Money Management Executive's Top Women in Asset Management and was chosen by her peers as one of Ignites' Most Influential Women in Fund Management.
Ms. Johnson serves on a variety of boards associated with the investment management industry. She serves on the International Advisory Panel of the Monetary Authority of Singapore and is a member of the NYSE Board Advisory Council. In 2023, Ms. Johnson was appointed to the U.S.-Brazil CEO Forum, which provides recommendations to the U.S. and Brazilian governments on how to strengthen bilateral economic and commercial ties. She is a member of the board of directors of Catalyst and serves on the advisory board of Black Capital and Democracy Investments. 

Additionally, Ms. Johnson serves on a number of boards aligned to her personal and philanthropic interests. She is a board member of the Memorial Sloan Kettering Cancer Foundation. She also serves as a member of the advisory board of The Creative Coalition, and a board member of the JMT Wilderness Conservancy and the Carolands Foundation. Previously, Ms. Johnson has served on various other boards, including the Lucille Packard Children's Hospital and the San Francisco Giants. 

Ms. Johnson earned her B.A. in economics from the University of California at Davis.

Kathleen McCarthy

Kathleen McCarthy is the Global Co-Head of Blackstone Real Estate. Blackstone is the largest owner of commercial real estate globally with a $585 billion real estate portfolio and $332 billion in investor capital under management (as of March 31, 2023). Blackstone Real Estate is an industry leader in opportunistic, core plus and debt investing across North America, Europe and Asia. Ms. McCarthy focuses on driving performance and growth for Blackstone’s Real Estate business.

Ms. McCarthy previously served as Global Chief Operating Officer of Blackstone Real Estate. Before joining Blackstone in 2010, Ms. McCarthy worked at Goldman Sachs, where she focused on investments for the Real Estate Principal Investment Area. Ms. McCarthy began her career at Goldman Sachs in the Mergers & Acquisitions Group.

Ms. McCarthy received a BA with Distinction from Yale University. She serves on the Boards of City Harvest, the Real Estate Roundtable, the PREA Foundation, and the Blackstone Charitable Foundation, and is the President of the Board of Trustees of The Nightingale-Bamford School.

Raymond McGuire

Raymond J. McGuire was named President of Lazard in April 2023. Prior to joining Lazard, Mr. McGuire held a 13-year term as Citigroup’s Global Head of Corporate and Investment Banking, the longest tenure for this position in the history of Wall Street. Afterwards, he was the Vice Chairman of Citigroup and Chairman of Citi’s Banking, Capital Markets and Advisory business. Previously, Mr. McGuire was the Global Co-Head of Mergers & Acquisitions at Morgan Stanley, a Managing Director in the Mergers & Acquisitions Group of Merrill Lynch & Co., Inc and was one of the original members of Wasserstein Perella & Co., Inc. He started his career in 1984 in the Mergers & Acquisitions Group of The First Boston Corporation.

Mr. McGuire is currently a member of the corporate boards of the Hess Corporation and Vornado Realty Trust. He was formerly a board member of KKR & Co., Inc. He holds leadership roles on several not-for-profit boards including: the American Museum of Natural History, the Black Trustee Alliance for Art Museums, the Hotchkiss School, the New York Public Library, the Regional Plan Association (Chairman), the Studio Museum in Harlem (Chairman), and the Whitney Museum of American Art. He received his M.B.A. and J.D. from Harvard Business School and Harvard Law School and an A.B. from Harvard College.

Armen Panossian

Mr. Panossian is Oaktree’s incoming co-Chief Executive Officer and Head of Performing Credit, where his responsibilities include oversight of the firm’s liquid and private credit strategies. He also serves as a portfolio manager within Oaktree’s Global Private Debt and Global Credit strategies. Mr. Panossian joined Oaktree’s Global Opportunities group in 2007. In January 2014, he joined the U.S. Senior Loan team to assume co-portfolio management responsibilities and lead the development of Oaktree’s CLO business. He became head of all performing credit in 2019. Mr. Panossian joined Oaktree from Pequot Capital Management, where he worked on their distressed debt strategy. Mr. Panossian holds a B.A. degree in economics with honors and distinction from Stanford University, where he was elected to Phi Beta Kappa; an M.S. degree in health services research from Stanford Medical School; a J.D. degree from Harvard Law School; and an M.B.A. from Harvard Business School. Mr. Panossian serves on the Advisory Board of the Stanford Institute for Economic Policy Research. He is a member of the State Bar of California.

Rebecca Patterson

Rebecca Patterson is a globally recognized investor and macro-economic researcher with more than 25 years’ experience studying how politics and policy intersect with economic trends to drive financial markets.

Most recently, Rebecca was Chief Investment Strategist and an executive committee member for Bridgewater Associates, the world’s largest hedge fund. In that role, Rebecca shaped the firm’s research agenda across geographies and asset classes, oversaw development of new strategies to help large institutional clients solve their most pressing challenges, and shared her insights via Bridgewater’s Daily Observations publication.

Previously, Rebecca was Chief Investment Officer of Bessemer Trust, overseeing $85 billion in client assets. During her time there, Rebecca was a member of the firm’s Management Committee and helped launch their Diversity & Inclusion Committee. Before joining Bessemer in 2012, Rebecca spent more than 15 years at JPMorgan. There she worked as a researcher in the firm’s investment bank in Europe, Singapore and the U.S. She also served as Chief Investment Strategist in the asset management arm of the firm and ran the Private Bank’s global currency and commodity trading desk. Rebecca’s transition to finance came after several years working as a journalist, covering financial markets, policy and politics in the U.S. and Europe.

Rebecca is currently a member of the Council on Foreign Relations and the Economic Club of New York. She has served on the New York Federal Reserve’s Investor Advisory and Foreign Exchange committees. She also serves on the University of Florida’s Investment Corporation Advisory Board and was Chair of the Board for three years. She currently chairs the Council for Economic Education and is a member of the board of the Bretton Woods Committee. Rebecca’s insights are frequently sought after by the media; she co-hosted the first-ever television program dedicated to foreign-exchange markets: CNBC’s “Money in Motion.”

Rebecca holds an M.B.A. from New York University, an M.A. in International Relations from the Johns Hopkins University School of Advanced International Studies, and a B.S. in Journalism from the University of Florida. She was included in American Banker’s list of Most Powerful Women in Finance for six consecutive years and was named to Forbes’ 50 over 50 in 2022.

Dina Powell McCormick

Rick Rieder

Rick Rieder, Managing Director, is BlackRock's Chief Investment Officer of Global Fixed Income, Head of the Global Allocation Investment Team in the Multi-Asset Strategies Group, a member of BlackRock's Global Operating Committee and Chairman of the firm-wide BlackRock Investment Council.

Before joining BlackRock in 2009, Mr. Rieder was President and Chief Executive Officer of R3 Capital Partners. He served as Vice Chairman and member of the Borrowing Committee for the U.S. Treasury and is currently a member of the Federal Reserve Bank of New York's Investment Advisory Committee on Financial Markets.

Mr. Rieder currently serves on the Alphabet/Google Investment Advisory Committee and the UBS Research Advisory Board. He was awarded the Global Unconstrained Fixed Income Manager of the Year for 2015 by Institutional Investor, was nominated for Fixed Income Manager of the Year by Institutional Investor for 2014 and was inducted into the Fixed Income Analysts Society Fixed Income Hall of Fame in 2013.

From 1987 to 2008, Mr. Rieder was with Lehman Brothers, most recently as head of the firm's Global Principal Strategies team, a global proprietary investment platform. He was also global head of the firm's credit businesses, Chairman of the Corporate Bond and Loan Capital Commitment Committee, and a member of the Board of Trustees for the corporate pension fund. Before joining Lehman Brothers, Mr. Rieder was a credit analyst at SunTrust Banks in Atlanta.

Mr. Rieder earned a BBA degree in Finance from Emory University in 1983 and an MBA degree from The Wharton School of the University of Pennsylvania in 1987. He is a member of the board of Emory University, Emory's Business School, and the University's Finance Committee, and is the Vice Chairman of the Investment Committee. Mr. Rieder is founder and chairman of the business school's BBA investment fund and community financial literacy program.

Mr. Rieder serves as Chairman of the Board of North Star Academy's thirteen Charter Schools in Newark, New Jersey and is the Founder and Chairman of the Board of Graduation Generation Public School Collaboration in Atlanta. He is a Trustee for the US Olympic Foundation, and is on the International Advisory Council and Board of Advisors for the Hospital for Special Surgery. He serves on the National Leadership Council of the Communities in Schools Educational Foundation and on the board of Big Brothers/Big Sisters of Newark and Essex County Mr. Rieder was honored at the Choose Success Awards ceremony in Atlanta in 2015 for his dedication to public education in Atlanta through CIS and Graduation Generation.

KC Sullivan

KC Sullivan is President of CNBC, the recognized world leader in business news. He is responsible for the network’s TV and Digital news operations, original primetime programming and subscription products. A thirteen-year veteran of NBCUniversal, Sullivan has spent more than a decade in leadership roles across the company’s portfolio in both the U.S. and overseas.

Most recently, Sullivan served as President & Managing Director of Global Advertising & Partnerships for NBCUniversal based in London. In that role, he created the Global Partnerships team, which tripled revenue during his tenure, and established a strong partnership with Sky Media in the United Kingdom, Italy, and Germany and formed a new partnership with the RTL Ad Alliance.

Before that, Sullivan spent seven years as President and Managing Director of CNBC International, responsible for managing and growing CNBC’s assets in Europe, the Middle East, Africa (EMEA) and the Asia Pacific region. While there, he opened bureaus in Abu Dhabi, Dubai, and China, launched partnerships in Indonesia and Thailand, and created “East Tech West,” a multi-year, industry-leading tech event in the Guangdong region of China.

He first joined NBCUniversal in 2009, serving as CNBC’s Chief Financial Officer where he led the company’s global financial operations. Three years later, he became CFO for the NBCUniversal News Group, where he was responsible for the finance operation across all television, cable and digital news properties.

Sullivan began his career at General Electric as part of the company’s Financial Management Program in GE Plastics before moving on to larger roles across the organization in departments including GE’s Corporate Audit Staff and GE Healthcare Medical Diagnostics.

Sullivan holds a bachelor’s degree in History from the College of the Holy Cross in Worcester, MA.

Morgan Brennan

Morgan Brennan is co-anchor of CNBC’s “Closing Bell: Overtime” (M-F, 4PM-5PM ET), which broadcasts live from CNBC’s global headquarters in Englewood Cliffs, N.J. Previously, she was co-anchor of the 10AM ET hour on CNBC’s “Squawk on the Street” and co-anchor of CNBC’s “Squawk Alley” She joined the network in December 2013 as a general assignment reporter based at CNBC Global Headquarters in Englewood Cliffs, N.J., and continues to cover a variety of sectors, including manufacturing, and defense and space. She is also host of the CNBC podcast, Manifest Space.

Prior to joining CNBC, Brennan was a staff writer and reporter for Forbes Media where she reported for Forbes Magazine, ForbesLife Magazine and, most recently covering real estate. She began her career at Forbes in 2009, holding several positions including anchor/reporter and producer for the Forbes Video Network, covering a wide range of business and finance topics.

Previously, Brennan was a regular guest on a variety of networks discussing business and economic stories and also interned at Newsweek International, where she was a fact-checker and contributing writer.

Brennan has interviewed billionaires, heads of state, thought leaders and chief executives of multibillion-dollar corporations and her profile story on Equity Group Investments chairman Sam Zell was one of five magazine covers featured on the 2013 Forbes 400 issue.

Brennan is a board member of the non-profit City Year New York. She graduated summa cum laude from New York University, majoring in Social Science with a double concentration in Anthropology and Media Studies.

Sara Eisen

Sara Eisen is co-anchor of the 10AM hour of CNBC’s “Squawk on the Street” (M-F, 9AM-11AM ET) and co-anchor of “Money Movers” (M-F, 11AM-12PM ET), which both broadcast from Post 9 at the New York Stock Exchange. 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, Janet Yellen and Christine Lagarde, among others.

Previously, Eisen anchored CNBC’s “Closing Bell,” “Squawk on the Street,” “Power Lunch” and “Worldwide Exchange.” She also reported on the one-hour documentary, “Inside Track: The Business of Formula 1,” that explores the world’s most prestigious racing series, what is fueling its popularity and who is profiting. Eisen 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.

Frank Holland

Frank Holland is anchor of CNBC’s “Worldwide Exchange” (M-F, 5AM-6AM ET), which broadcasts from CNBC Global Headquarters in Englewood Cliffs, N.J.

He is also a Transports & Tech Correspondent for the network. Holland focuses on reporting and executive interviews for cloud computing, enterprise software and cybersecurity companies in the technology sector as well as trucking, e-commerce and shipping companies in the supply chain sector. Previously, he was a general assignment reporter for CNBC starting in September 2018.

During his time at the network, Holland has covered a wide range of national stories including: the first shipments of the COVID-19 vaccine, the death of George Floyd, Hurricane Ida and the first Kentucky Derby after the pandemic.

Holland also covers Diversity, Equity and Inclusion under CNBC’s Equity and Opportunity brand including the 100th Anniversary of Black Wall Street, diversity in tech and various network specials.

Before joining CNBC, Holland was an anchor and reporter at NBC Boston and WCVB in Boston covering national stories and major local news including the famous “28-3” Patriots Super Bowl victory, The “Texting-Suicide” trial and the Boston Marathon. Holland also enterprise original series and hosted live events, including “Black in Boston”, a weekly business segment and the NBC Education Town Hall in Boston.

Prior to Boston, Holland spent three years as an anchor/reporter at WGN-TV in Chicago, where he covered the presidential inauguration of Barack Obama, the Republican and Democratic national conventions, as well as the National College Football Championship. He also held positions at NBC Affiliate WDIV in Detroit, News 12 in New York, and spent several years in television news in both the Virgin Islands and Alaska.

Holland holds a Master’s Degree in Business Administration from Bentley University and a Bachelor of Arts in Political Science from the University of Pittsburgh. He is a proud member of Kappa Alpha Psi Fraternity, Inc., the Urban League and the National Association of Black Journalists.

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” and "Option's Action". 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.

Steve Liesman

As CNBC's senior economics reporter, Steve Liesman reports on all aspects of the economy, including the Federal Reserve and major economic indicators. He appears on "Squawk Box" (M-F, 6AM-9AM ET), as well as other CNBC programs throughout the business day.

Liesman joined CNBC from The Wall Street Journal where he served as a senior economics reporter covering monetary policy, international economics, academic research and productivity. At the Journal, Liesman previously worked as an energy reporter, and Moscow bureau chief. He won an Emmy for his coverage of the financial crisis and was a member of the reporting team recognized with a Pulitzer Prize for stories chronicling the crash of the Russian financial markets.

Prior to joining the Journal in 1994, Liesman was the business editor for The Moscow Times, where, as the founding business editor for the country's first English-language daily newspaper, he helped create the publication's stock index, which was the country's first. Liesman also has worked as a business reporter for both the St. Petersburg Times in St. Petersburg, Fla., and The Sarasota Herald-Tribune in Sarasota, Fla.

Liesman holds an M.S. from Columbia University Graduate School of Journalism and a B.A. in English from the State University of New York, Buffalo.

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.

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.

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 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.

Brian Sullivan

Brian Sullivan is anchor of CNBC’s “Worldwide Exchange” (M-F, 5AM-6AM ET), which broadcasts from CNBC Global Headquarters in Englewood Cliffs, N.J. He is also Senior National Correspondent for the network, covering some of the nation’s biggest stories.

Most recently, Sullivan was co-anchor of CNBC’s “Power Lunch”(M-F, 1PM-3PM ET).

In his 20 years of financial journalism and television experience, Sullivan has reported from five continents. He has been twice nominated for the prestigious Loeb Award; one for being recognized as among the first financial journalists to highlight the risks of the housing bubble in 2007, and the other for the 2013 CNBC documentary “America’s Gun: The Rise of the AR-15.”

Prior to CNBC, Sullivan served as an anchor at Fox Business News as well as a producer, reporter and anchor for Bloomberg Television.

Sullivan has a B.A. in political science from Virginia Tech, where he serves on the Alumni Board, as well as a law degree from Brooklyn Law School. In his free time, he is an avid race car driver with two SCCA divisional championships.

Scott Wapner

Scott Wapner is host of CNBC’s “Fast Money Halftime Report” (M-F, 12PM-1PM ET) and “Closing Bell” (M-F, 3PM-4PM ET), which broadcast 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.


President's Remarks

KC Sullivan, CNBC President

The Long and Short of it all

Overbought? Recession looming? What’s the near-term outlook for the markets and what does it mean for achieving alpha? This panel will kick off the day with a deep dive on the cross currents, opportunities and critical investment trends with these financial titans.

Dawn Fitzpatrick, Soros Fund Management CEO & Chief Investment Officer
Katie Koch, TCW President & CEO
Moderator: Leslie Picker, CNBC Senior Finance and Banking Reporter

Watch the full interview

The Private Credit Boom

In the past five years, private credit assets have doubled to over $1.3T. Despite a persistently adverse rate environment, enthusiasm among big institutional investors hasn’t dampened. We’ll ask three prominent players about how they’re navigating the rate environment and positioning for growth in 2024. 

Michael Arougheti, Ares Management Corporation Co-Founder, CEO & President
Damien Dwin, Lafayette Square Founder & CEO
Armen Panossian, Oaktree Head of Performing Credit & Portfolio Manager (Incoming co-CEO 2024)
Moderator: Michael Santoli, CNBC Senior Markets Commentator 

Watch the full interview

Public and Private in Your Portfolio

What does it take to build a winning portfolio? How do you remain resilient in the face of impending economic turbulence? Leading investors will share strategic asset allocation tips, as well as the role of credit, leverage and risk parity. Plus, we get their expert takes on diversification, divestment, inflation and how to best mitigate volatility if the U.S. tips into a recession.   

Jase Auby, Teacher Retirement System of Texas Chief Investment Officer
Edwin Cass, CPP Investments Chief investment Officer
Tina Byles Williams, Xponance Founder, CEO, & Chief Investment Officer
Moderator: Melissa Lee, CNBC “Fast Money” Host 

Watch the full interview

Alpha Without Borders

How are some of the world’s largest investors optimizing outcomes these days? Through a combination of increased cross-border exposure, diversification beyond traditional asset classes and a careful recalibration of exposure into new public and private markets. We’ll have key insights and allocation strategies across some of the world’s most important capital markets.  

Mark Delaney, AustralianSuper Chief Investment Officer & Deputy Chief Executive
Suni Harford, UBS Asset Management President
Moderator: Sara Eisen, CNBC “Squawk on the Street” Co-Anchor

Watch the full interview

What’s Really Going on In Real Estate?

If you only ever read the real estate market headlines in 2023, you’d believe commercial real estate was utterly doomed. However, the story is much more nuanced as certain sectors of the market are flourishing and delivering returns to investors: data centers powered by the surge of AI tech, high-end multi-use buildings, resort and gaming centers to name a few.
We’ll talk about where the best plays are right now, and why diversification is key. 

Kathleen McCarthy, Blackstone Global Co-Head of Real Estate
Interviewer: Morgan Brennan, CNBC “Closing Bell: Overtime” Co-Anchor 

Watch the full interview

Betting on the Future

The tech sector is always a wild ride for investors. It pays to know the space, know the players and know what to look for when sifting through noise. 

Tech investor Brad Gerstner joins us to share his thoughts on investing in the sector right now—today’s top plays, tomorrow’s potential winners, companies to keep a close eye on—and where he places this current moment in the timeline of investing history. 

Brad Gerstner, Altimeter Founder & CEO
Interviewer: Scott Wapner, CNBC “Fast Money Halftime Report” and “Closing Bell” Host

Watch the full interview

Fed For Thought

Can the Fed cut as quickly as the market is discounting? What happens if it can’t? Is a new target rate for inflation coming? Straight off the latest Federal Reserve meeting, two top Fed watchers will share their perspective on what’s ahead for rates and how investors should best position themselves today for future moves. 

Rebecca Patterson, Council for Economic Education Board Chair
Rick Rieder, BlackRock Senior Managing Director, Chief Investment Officer of Global Fixed Income
Moderator: Steve Liesman, CNBC Senior Economics Reporter

Watch the full interview

Navigating Geopolitics, Finding Opportunities

Governmental impact on global finance is often discussed but not always well understood. Decision making at all levels of government has the potential to disrupt markets, and the butterfly effect from these decisions can have unforeseen consequences. We’ll talk to two of the top names on Wall Street about the state of global finance, geopolitics, elections, and what it all means for investors.

Dina Powell McCormick, BDT & MSD Partners Vice Chairman & President of Global Client Services 
Raymond McGuire, Lazard President
Moderator: Brian Sullivan, CNBC “Last Call” Anchor & Senior National Correspondent

Watch the full interview

Finding the Alpha in Tech

With over hundreds of billions in capital, SoftBank is among the world’s most active VC investors. A rare interview with Lydia Jett on the tech landscape, growth equity and scaling early-stage  

e-commerce platforms into profitable businesses. Plus, her approach to capital deployment in an uncertain market environment, reimagining opportunities in under-penetrated platforms and alternative emerging economies. 

Lydia Jett, SoftBank Investment Advisers Managing Partner
Interviewer: Leslie Picker, CNBC Senior Finance and Banking Reporter

Watch the full interview

Alpha Alternatives

As alternative assets become a more integral part of the investing landscape, two leading managers in this space explore the latest trends across the wide-ranging alt ecosystem: private debt, secondaries, hedge strategies, digital assets and PE-backed minority businesses. While non-traditional assets vary broadly in structure and accessibility, stepping outside traditional markets often yields core portfolio diversification and outsize returns. 

Les Brun, Ariel Alternatives Chairman & CEO
Jenny Johnson, Franklin Templeton President & CEO
Moderator: Frank Holland, CNBC “Worldwide Exchange” Anchor, Transports & Tech Correspondent

Watch the full interview

Ackman on Alpha

Bill Ackman is known for his bold moves and investment ideas. In this wide-ranging interview, we’ll find out where he’s putting money to work now and get his thoughts on the economy, the markets, possible recession and what he thinks the 2024 election means for the future of finance.

Bill Ackman, Pershing Square Capital Management CEO
Interviewer: Scott Wapner, CNBC “Fast Money Halftime Report” and “Closing Bell” Host

Watch the full interview



If you would like to stay connected and receive updates about CNBC Delivering Alpha 2024, please subscribe to our MARKETING LIST or email EVENTS@CNBC.COM to connect with our audience team.




Advisory Board