Delivering Alpha
NYC⎮November 13, 2024

Delivering Alpha Investor Summit

One of the most influential investor conferences for over a decade, CNBC’s Delivering Alpha brings together the biggest names in the investment community from top institutional and sovereign funds, private equity, hedge funds and venture capital, as well as influential political and economic leaders.

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Past Speakers

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.

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.

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.

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.

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).

Mary Callahan Erdoes

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

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

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

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

Jim Chanos

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.

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.

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.

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.

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.

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.

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