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Delivering Alpha: A New Era of Opportunity

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. CNBC anchors and reporters will lead high-level discussions on the critical issues facing investors in today’s global economy through one-on-one interviews and panel sessions.

CNBC’s 2021 Delivering Alpha conference will be taking place virtually.

For speaker and sponsorship opportunities, please email events@cnbc.com.


For Delivering Alpha editorial coverage, stories and video, visit www.cnbc.com/delivering-alpha

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Speakers

Chamath Palihapitiya

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

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

Christopher Ailman

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

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

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

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

Christiana Bardon

Dr. Christiana (Chris) Bardon leads MPM’s public market investing as portfolio manager for BioImpact Equities and the Oncology Impact Funds. MPM Capital is a world-leading biotechnology investment firm with nearly three decades of experience creating and investing in companies that seek to translate scientific innovations into cures for major diseases. MPM has shepherded more than 100 companies through IPOs and mergers and acquisitions, and these companies in total have received FDA approval for 53 cutting-edge drugs. MPM Capital has $3.7B under management.

Previously, Dr. Bardon was a health care analyst at Fidelity Investments covering biotechnology, life-science tools and diagnostics. She currently serves on the Harvard Medical School Board of Fellows and is a Trustee of the American Association for Cancer Research Foundation. Dr. Bardon earned her M.D. magna cum laude from Harvard Medical School and her M.B.A. from Harvard Business School. While at Harvard Medical School, she was the recipient of a Howard Hughes fellowship. Dr. Bardon completed her residency in Internal Medicine at the Brigham and Women’s Hospital. She received her M.S./B.S. from the Massachusetts Institute of Technology (MIT).

Orlando Bravo

Orlando Bravo is a 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.

Elizabeth Burton

Elizabeth Burton is the Chief Investment Officer of the Employees’ Retirement System of the State of Hawaii (“HIERS”), where she oversees $19 billion in pension fund assets. Ms. Burton is also on the Board of Directors of the Chartered Alternative Investment Association (CAIA). Prior to joining HIERS, Ms. Burton served as Managing Director of the Quantitative Strategies Group at the Maryland State Retirement Agency. In this role, Ms. Burton was responsible for the $4.5B Absolute Return Portfolio and for risk management oversight of the $55B Plan. Ms. Burton joined the Agency in July 2016. Previously, Ms. Burton owned William Street Advisory—a strategic advisory practice which she founded in 2013. Prior to that role, Ms. Burton was a Senior Economist and Expert Witness with Criterion Economics. Prior to that role, Ms. Burton was a Consultant at First Annapolis where she worked on M&A transactions and consulting the payments industry. Previous positions include: Co-Portfolio and Quantitative Risk Analyst with a South Africa-based fund of hedge funds, Trader (fixed income securities) for a risk management firm, and Portfolio Management Associate with a quant-focused fund of hedge funds. Ms. Burton received her Bachelor’s degree in Political Science and French, cum laude, from Washington and Lee University, and her MBA in Finance, Econometrics & Statistics from the University of Chicago Booth School of Business. She is on the board of a private residential real estate investment trust and a Trustee of The Hill School, a private boarding school. She is also a CAIA charter holder. Ms. Burton was named one of Chief Investment Officer Magazine’s Top-40-Under-40 in June 2017. In 2019 Ms. Burton received the Industry Innovation Award for <$20B plan by Chief Investment Officer Magazine and was listed in the Power 100 in 2019. In 2020 she was added to the list of top 1% of institutional investors by The Trusted Insight. She has made several appearances on CNBC in 2020 to address the state of the markets in COVID.

Jim Coulter

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


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

Wendy Cromwell

Wendy Cromwell, CFA, is a senior member of Wellington’s management team serving as Vice Chair. She is also the Director of Sustainable Investment, setting the research agenda and strategy for the firm’s sustainable investment practice, including impact, climate, and long-term engagement strategies.

Prior to this role, Wendy conducted research on long-term multi-asset themes and led the development of multi-asset portfolios for the firm’s global client base as the Director, Global Multi Asset Strategies.

Wendy manages market-neutral and real-return portfolios as well as customized portfolios for clients seeking specific risk/return objectives. She is an author of papers on topics concerning investment policy development, risk analysis, and the role of specialized asset classes in portfolios. She is also a member of the Compensation Committee and Hedge Fund Review Group, and serves on the Advisory Board of the Wellington Women’s Network and as chair of the Wellington Management Australia Board.

In 2019, Wendy became one of two asset managers on the 10 person Board of the UN PRI, or United Nations-supported Principles for Responsible Investment. PRI is the world’s leading proponent of responsible investment, canvassing 2,500 signatories globally across asset owners, asset managers and service providers.

Wendy received her MBA, with honors, from Vanderbilt University (Owen, 1995) and her BBA, summa cum laude, from the University of Mississippi (1993). She also holds the Chartered Financial Analyst designation.

Alex Denner

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

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

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

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.

Brad Gerstner

Brad Gerstner serves as the Chairman, Chief Executive Officer and President of Altimeter Growth Corp. Mr. Gerstner founded Altimeter in 2008 with a mission to build a leading technology focused investment firm and serves as its Chief Executive Officer. Prior to founding Altimeter, Mr. Gerstner was a founding principal at General Catalyst and led technology and internet investments at PAR Capital. Mr. Gerstner is also an operator after founding and leading multiple online search businesses with successful exits, including acquisitions by Interactive Corp, Marchex and Google. Mr. Gerstner currently serves on the board of directors of iHeartMedia. He received his undergraduate degree from Wabash College, a J.D. from Indiana University School of Law and an MBA from Harvard Business School.

Katie Haun

Kathryn (“Katie”) Haun is a general partner at venture capital firm Andreessen Horowitz (a16z) where she co-leads the firm's Crypto Funds. She joined in June 2018 as its eleventh general partner, and first female GP.

Previously, Katie spent a decade as a federal prosecutor focusing on fraud, cyber, and corporate crime alongside agencies including the SEC, FBI, and Treasury. She created the government’s first cryptocurrency task force and led investigations into the Mt. Gox hack and the corrupt agents on the Silk Road task force. While with the U.S. Department of Justice, Katie prosecuted RICO murders, organized crime, public corruption, gangs, and money laundering. She also held senior policy positions at Justice Department headquarters in both the National Security Division and Attorney General’s o_ce where her portfolio included antitrust, tax, and national security.

While in the private sector, Katie has testified before both the House and Senate on the intersection of technology and regulation.

Katie serves on the boards of Coinbase, as chair of the nominating and governance committee as well as compensation committee member, OpenSea, the leading NFT marketplace, and HackerOne, as an audit committee member. She has invested in and advised tech companies from seed to Series E stage and currently manages crypto fund assets in excess of $3.1B.

She teaches a management course at Stanford Business School and previously taught cybercrime at Stanford Law School. Katie clerked for U.S. Supreme Court Justice Anthony Kennedy and is an honors graduate of Stanford Law School. She is a lifetime member of the Council on Foreign Relations.

Yie-Hsin Hung

Yie-Hsin Hung is the chief executive officer of New York Life Investment Management (NYLIM), New York Life’s $450 billion global multi-boutique third-party asset management business, a role she has held since 2015. She is also a member of New York Life’s Executive Management Committee and its highest-ranking female operating executive. Since joining the company in 2010, Hung has grown NYLIM’s assets under management nearly four-fold through a combination of geographic expansion, organic initiatives and acquisitions. Prior to that, she held a number of senior leadership roles at Bridgewater Associates and Morgan Stanley in both its Investment Management and Investment Banking divisions.

Hung was named one of the 100 Most Influential Women in U.S. Finance by Barron’s in both 2020 and 2021 and was named among the 25 Most Powerful Women in Finance by American Banker in 2020, the fourth consecutive year she has received this award. She currently serves on the Board of Trustees of Northwestern University, the Executive Committee and Board of Governors of the Investment Company Institute, and the Board of Directors of the Turtle Beach Corporation.

Hung earned her MBA from Harvard University and BS in Mechanical Engineering from Northwestern University.

Carine Smith Ihenacho

Carine Smith Ihenacho is responsible for the governance and compliance area, which includes ownership and responsible investment activities, control and operational risk, compliance and legal services.

Carine Smith Ihenacho was appointed Chief Governance and Compliance Officer 6 October 2020. She joined Norges Bank Investment Management in August 2017 as Global Head of Ownership Strategies and was promoted to Chief Corporate Governance Officer on 1 January 2018.

Prior to joining Norges Bank Investment Management, Ms Ihenacho was Vice President Legal and Chief Compliance Officer in Statoil ASA. She has more than 20 years’ experience as a lawyer, working in both financials and the oil and gas industry, as well as in law firms. She also has extensive board experience.

Ihenacho holds a law degree from the University of Oslo, a Master of Law from Harvard Law School and a Master of Economics from the Norwegian School of Economics (NHH).

Jason Klein

Jason Klein is senior vice president and chief investment officer for Memorial Sloan Kettering Cancer Center, which he joined in 2008 to create the Investments Office. As CIO, Klein oversees $9-billion-plus in long-term global investment assets and leads asset allocation, manager selection and risk-management efforts.

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

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

Purnima Puri

Ms. Puri is a Governing Partner of HPS Investment Partners and is the Portfolio Manager for the Public Credit strategies, which include various Funds and Managed Accounts.

Prior to joining HPS in 2007, Ms. Puri was a Principal at Redwood Capital Management, a credit opportunities hedge fund. Before joining Redwood, she was with Goldman Sachs for five years on both the Credit Arbitrage Desk, a proprietary trading desk at Goldman Sachs, and in the Principal Investment Area. From 1993 to 1995, Ms. Puri was part of Lazard Frères’ Restructuring and Mergers and Acquisitions Group.

Ms. Puri is a member of the Board of Trustees of Northwestern University and the Board of Dean’s Advisors (BDA) of Harvard Business School. She is also a member of the Financial Sector Advisory Council for the Federal Reserve Bank of Dallas. Ms. Puri holds a BA in Mathematics from Northwestern University and an MBA from Harvard Business School.

Scott Sperling

Mr. Sperling is Co-Chief Executive Officer and a member of the firm’s Management and Investment committees.

Mr. Sperling’s current and prior directorships include Thermo Fisher Scientific Corp., the Madison Square Garden Company, Experian, Warner Music Group, Houghton Mifflin Co., Fisher Scientific, Agiliti, Univision Communications, Inc., iHeartMedia, Inc., Front Line Management Companies., The Learning Company, PriCellular Corp., ProcureNet, ProSiebenSat.1, Wyndham Hotels, Federal Street Acquisition Corp. and several other private companies.

Prior to joining Thomas H. Lee Partners, Mr. Sperling was, for more than a decade, managing partner of the affiliate of Harvard Management Company that managed all alternative asset classes for Harvard University’s endowment fund. Before that he was a Senior Consultant with the Boston Consulting Group.

Mr. Sperling is involved with a number of charitable and non-profit organizations. He is Chairman of MassGeneralBrigham, the Parent of the Harvard teaching hospitals, Massachusetts General Hospital and Brigham & Women’s Hospital as well as a number of leading specialty and community hospitals and physicians practice groups. He is Chairman Emeritus of the CitiCenter for Performing Arts and Wang Theater. He is also a member of each of the Harvard Business School Board of Dean’s Advisors, the Harvard University Committee on University Resources and the Harvard Business School’s Rock Center for Entrepreneurship.

Mr. Sperling holds an M.B.A. from Harvard Business School and a B.S. from Purdue University. He is married with four children.

Joseph Terranova

Joseph Terranova is the chief market strategist for Virtus Investment Partners, a position he was elevated to in 2009, after having started with the firm as chief alternatives strategist. In his current role, Mr. Terranova is involved with Virtus’ investment oversight function and represents Virtus as a client-facing thought leader, providing insight into the domestic and global investing landscape.

Mr. Terranova developed the Terranova US Quality Momentum Index (VTUSQM) which launched and began publicly pricing in August 2020. The index methodology, which seeks to provide systematic exposure to domestic large-cap companies exhibiting both quality and momentum characteristics, reflects the investing principles he has utilized to assess markets throughout his career.

Prior to joining Virtus in 2008, Mr. Terranova spent 18 years at MBF Clearing Corp., rising to the position of director of trading for the company and its subsidiaries. In this capacity, he managed more than 300 traders and support staff for MBF, one of the New York Mercantile Exchange’s largest firms. His work was highlighted as the feature story in the June 2004 issue of Futures magazine.

Mr. Terranova is perhaps best known for his risk management skills, honed while overseeing MBF’s proprietary trading operations during some of the most calamitous times for the U.S. markets, including the first Gulf War, the 1998 Asian Crisis, 9/11, and the collapse of Amaranth Advisors. In 2003, he was one of the first Wall Street professionals to make an early call for higher energy, natural resources, and commodity prices. In June 2008, he cautioned investors to move to the sidelines in commodities and, in March 2009, he encouraged investors to ignore the global “embracement of pessimism” and overweight equities. Before joining MBF, Mr. Terranova held positions at both Swiss Banking Corp. and JP Morgan Securities.
Since 2008, Mr. Terranova has been a CNBC ensemble member, appearing regularly on the Halftime Report, Squawk Box, and as a contributor of financial content across CNBC’s media and digital platforms. He is the author of “Buy High, Sell Higher” (Business Plus, 2012), based on his years as a professional trader.

Mr. Terranova is strongly committed to charitable causes benefiting children. He founded and funds the 501(c) South Nassau Rock organization, which provides specialized athletic experiences for children, and works with Nassau County to sponsor the improvement of baseball and outdoor ice rink facilities. In 2007, he established “Bossy’s Bunch,” a program that rewards academic excellence among elementary school students, with New York Islanders Hall of Fame hockey player Mike Bossy. In 2013, he expanded his charity work with the Islanders, creating and sponsoring the “Courier of Courage” program, which acknowledges children who have overcome hardships, disabilities, or illness. He is also a supporter of the Islanders Children’s Foundation and Smile Train.

Mr. Terranova earned a bachelor’s degree in finance from the Peter J. Tobin College of Business at St. John’s University in New York.

Shundrawn Thomas

Shundrawn A. Thomas serves as President of Northern Trust Asset Management where his responsibilities include developing long-term strategy, executing operating plans, cultivating client relationships, managing vendor relationships and developing talented professionals. He also serves as a member of the Management Group for Northern Trust Corporation.

Previously, Shundrawn served as Executive Vice President, Head of Funds and Managed Accounts. In this capacity he oversaw the development, management and distribution of Northern Funds, Northern Institutional Funds, FlexShares Exchange Traded Funds as well as the Managed Accounts practice which provides investment advisory solutions to clients. Shundrawn also served as President and Chief Executive of Northern Trust Securities, Inc., a wholly owned subsidiary of Northern Trust Corporation. Prior to joining the asset management executive team, Shundrawn served as Head of Corporate Strategy for Northern Trust Corporation. As a direct report to the Chief Executive Officer, he supported executive management with key strategic planning initiatives. Prior to joining Northern Trust, Shundrawn served as a vice president for Goldman Sachs and held positions in sales, trading and research with Morgan Stanley.

Shundrawn received a B.S. degree in accounting from Florida A&M University and an MBA degree from the University of Chicago Booth School of Business. He has also completed executive education programs in corporate strategy at Chicago Booth School of Business and corporate governance at University of Notre Dame Mendoza School of Business. Shundrawn currently holds FINRA series 7 and 63 securities licenses. Shundrawn currently serves as a trustee for Wheaton College and as a board director Museum of Science & Industry, Chicago. Shundrawn is a member of the Economic Club of Chicago. His civic involvement has afforded him the opportunity to present and lecture nationally on topics including leadership, strategy, investment management and professional development.

Ashbel Williams

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

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

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

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

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

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

Andrea Anastasio

Andrea Anastasio is Head of Investment Management Solutions at MassMutual. In this newly created role, Andrea leads the development of our investment strategies, with a focus on developing innovative solutions to meet our clients’ most pressing investment challenges.

Andrea is a proven leader with more than two decades of experience and demonstrated achievements using her investment acumen and deep expertise to drive a culture of innovation and ideation. She joins MassMutual from State Street Global Advisors where she held a number of roles, most recently serving as head of investment strategy and research for North America. Previously, Andrea spent more than 15 years with Wellington Management Company across a variety roles, most recently as an investment director in equities.

She holds an M.B.A. from the University of Chicago Booth School of Business, and a B.A. in Economics from College of the Holy Cross. She is a member of the Boston Security Analysts Society and the CFA Institute.

David Berns

David has committed his entire career to developing quantitative solutions for the advisory community, with a heavy focus on asset allocation and risk management across liquid and illiquid asset classes. He began his finance career at a $5 billion multi-family office where he developed cutting-edge asset allocation, portfolio management, and risk management systems for managing private and institutional wealth. David then pivoted to developing short- and intermediate-term investment strategies that help improve both return and risk characteristics of a strategic asset allocation. David is most recently the founder and inventor of Portfolio Designer, a cloud-based asset allocation platform helping advisors build customized portfolios with cutting-edge behavioral and statistical techniques.

David has a PhD in Physics from the Massachusetts Institute of Technology in the field of Quantum Computation and is the author of "Modern Asset Allocation for Wealth Management” published by Wiley. He currently lives in NYC with his wife Carolee and son Henry.

Eric Cott

Eric Cott is an Institutional Sales at Interactive Brokers. The primary focus is on Hedge Funds, Proprietary Trading Groups, and Advisors. As a former representative for The Options Industry Council he served as Director, Financial Advisor Education at the OCC for over 11 years. Over the last 25 years, Mr. Cott has supported, served as, and directed financial advisors through different roles. He was a Regional Vice President and Retirement Income Consultant at Sunlife Financial Distributors Inc. where he identified and cultivated new business, increasing assets and revenue share. Prior to that, Mr. Cott spent much of his investment career as a Producing Manager and Assistant Vice President at Merrill Lynch Pierce, Fenner & Smith, Inc. There he built and maintained a successful wealth management practice .Mr. Cott holds a BA from University of Wisconsin Madison and the CRPC designation from the College of Financial Planning.

Adam Czaia

Adam Czaia is a senior member of Baird’s Global Investment Banking group and is responsible for the business’ vehicle technology & mobility coverage. Since joining Baird in 2000, he has participated in numerous equity financings, mergers and acquisitions and other financial advisory assignments. Adam received an MBA from the Kellogg School of Management at Northwestern University where he graduated with honors. He earned a BS in Finance from Marquette University

Peter Dickson

Peter Dickson is a founding partner and director of Glennmont Partners. Peter is a Chartered Engineer and is particularly interested in the technical performance and governance of the Funds and both in the construction stage and in operations.Peter has worked in renewable energy for 20 years. In that time, he has developed, invested in and constructed renewable energy generation projects with U.K. Utilities and with private developers. Peter has worked as a consultant, where he acted on behalf of investors to carry out due diligence activities on a number of both conventional and renewable power plant acquisitions. Peter has worked extensively across Europe and Asia and spend a period on secondment to the Ministry of Energy and Mineral Resources of the Republic of Kazakhstan as part of the UN Development Programme.

Aleh Drobysh

Aleh worked most recently in Interactive Brokers’ Prime Services Department before being promoted by company Founder and Chairman Thomas Peterffy to work on Interactive Brokers’ new Fund of Funds project. After passing the Series 7, Series 3, and Series 63, he has been working in Institutional Sales at the same time that he helps advance the firm’s Fund of Funds project.

Harrison Greene

Harrison Greene is a Director in Baird’s Institutional Equity and Research division. In his role he serves as trusted advisor to a cadre of the most sophisticated investors in the marketplace. His relationships and recommendations drive in excess of $20 billion of market activity per year. Harrison also serves on the Board of Directors of Urban Prep, a charter school group serving at-risk and underprivileged young men of color. Previously, he was a Goldman Sachs MBA Fellow at the Kellogg School of Management at Northwestern University where he earned his MBA.

Greg Halagan

Greg Halagan, CFA, is a Principal and Co-Head of U.S. Insurance at Mercer Investments. He joined the firm with the acquisition of Pavilion Advisory Group Inc. in 2018. Prior to his current role as a consultant, he was a senior member of the Global Fixed Income research team. In this role since 2008, he was responsible for capital markets research and manager due diligence for public and private debt strategies. During this period, Greg was also a member of the Responsible Investment Strategy group, working to source investment strategies with a social impact and develop research. In this capacity, he served as a member of the Fixed Income Advisory Committee for the United Nation’s-backed Principles of Responsible Investment. He currently serves on the Board of Directors of both the Jefferson Center and the Citizens League.

He received his BA in finance and accounting from the University of St. Thomas in St. Paul, Minnesota and his MBA with honors from the University of Chicago’s Booth School of Business. Greg is a Chartered Alternative Investment Analyst® designee and a CFA® charterholder, as well as a member of the CFA® Institute and CFA® Society of Minnesota.

Ben Kallo

Ben Kallo is a Senior Research Analyst in Baird’s Institutional Equities & Research group, covering sustainable energy and mobility. He has more than a decade of experience working in financial markets, including equity research positions at Stanford Group Company and Pacific Growth Equities LLC. Before pursuing equity research, Ben was a wealth manager at Merrill Lynch, Pierce, Fenner & Smith Inc. He received a BA in Economics from California State University – Humboldt and a MA in Economics from the University of California – Santa Barbara.

Laird Landmann

Mr. Landmann is a Generalist Portfolio Manager in the Fixed Income Group. He joined TCW in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest). Mr. Landmann currently serves on the boards of the TCW and Metropolitan West Mutual Funds. Mr. Landmann currently co-manages many of TCW and MetWest’s mutual funds, including the MetWest Total Return Bond Fund, the MetWest High Yield Bond Fund and the TCW Core Fixed Income Fund, and leads the fixed income group’s risk management efforts. He is a leader of the MetWest investment team that was recognized as Morningstar’s Fixed Income Manager of the Year for 2005 and has been nominated for the award eight times. Prior to founding MetWest in 1996, Mr. Landmann was a principal and the co-director of fixed income at Hotchkis and Wiley. He also served as a portfolio manager and vice president at PIMCO. Mr. Landmann holds an AB in Economics from Dartmouth College and an MBA from the University of Chicago Booth School of Business.

Courtney Rosenberger

Courtney Rosenberger is a Managing Director of Policy Research at Strategas Securities’ Washington, DC office. In this capacity, Courtney directs Strategas’ policy research efforts and connects the specific investment implications from changes in public policy initiatives. This involves the construction, maintenance, and analysis of Strategas’ equity portfolios based on public policy themes. Courtney also serves as the lead portfolio analyst for Strategas Asset Management’s widely followed Policy Opportunities Portfolio. She was recognized by her peers as a 2016 and 2018 Rising Star in the Washington Research category of Institutional Investor’s All-American Research Team survey. Courtney graduated magna cum laude with a BBA in Finance and BS in Economics from the University of Kentucky. She currently serves as Vice Chair on the Gatton College of Business and Economics’ Emerging Leaders Board.

Gene Tannuzzo

Gene Tannuzzo, CFA, is a senior portfolio manager and global head of fixed income at Columbia Threadneedle Investments. In this role, Mr. Tannuzzo is responsible for leading a global team of experienced investment professionals and the management and oversight of the firm’s fixed income business. Prior to his current role, Mr. Tannuzzo served as deputy global head of fixed income for North America and EMEA. He joined Columbia Threadneedle Investments in 2003 and moved into the role of portfolio manager in 2007. In this role, he leads the fixed-income asset allocation committee and serves as lead portfolio manager for the Strategic Income and Income Builder strategies. He is also a member of the portfolio management team for Core and Core Plus strategies and institutional portfolios. Prior to this, he was a member of the municipal bond team. Mr. Tannuzzo received a BSB. and MBA from the University of Minnesota, Carlson School of Management. In addition, he holds the Chartered Financial Analyst® designation.

Ronald Zibelli

Ronald Zibelli, CFA, is Chief Investment Officer for Growth Equities and Senior Portfolio Manager of the Small Cap Growth, Mid Cap Growth, and Large Cap Growth strategies. Mr. Zibelli joined Invesco when the firm combined with OppenheimerFunds in 2019. His tenure at OppenheimerFunds began with taking over the small-cap growth strategy in 2006, and his team expanded its capabilities with the launch of the mid-cap growth strategy in 2010. Prior to joining OppenheimerFunds, Mr. Zibelli was a managing director and the small-cap growth team leader at Merrill Lynch Investment Managers, where he was responsible for managing 11portfolios, including the firm’s small-cap growth strategy. He began at Merrill Lynch Investment Managers in 2000. Before that, he spent over 11 years at Chase Manhattan Bank. In 1997, he was named portfolio manager for two Chase Vista small-cap strategies and managed both strategies until 1999.Mr. Zibelli earned a BA degree in finance from Lehigh University. He is a Chartered Financial Analyst®(CFA) charter holder and member of the New York Society of Security Analysts.

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 co-anchor of CNBC’s “Closing Bell” (M-F, 3PM-5PM 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.

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.

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.

Kate Rooney

Kate Rooney is a technology reporter based out of CNBC’s San Francisco bureau, with a focus on financial technology, payments and venture capital. She also writes and reports for CNBC’s digital platforms.

Rooney joined CNBC in 2015 as a news associate before working as a producer for CNBC’s “Squawk Box” (M-F, 6AM-9AM ET) and was most recently a markets reporter for CNBC.com.

She graduated from Boston College with a bachelor’s degree in communication and earned her master’s degree from the Medill School of Journalism at Northwestern University where she received an Eric Lund Global Reporting and Research Grant to film and produce a documentary in the Philippines. She also worked as a multimedia reporter in Buenos Aires, Argentina in 2015 with a focus on housing and politics.

Andrew Ross Sorkin

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

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

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

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

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

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

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.

Meg Tirrell

Meg Tirrell joined CNBC in April 2014 as a general assignment reporter focusing on biotechnology and pharmaceuticals. She appears on CNBC's Business Day programming, contributes to CNBC.com and is based at the network's global headquarters in Englewood Cliffs, N.J.

Tirrell has covered development of new drugs for Alzheimer's, cancer and rare diseases, and tracked public health emergencies from Ebola to Zika. Her work has explored why fewer drugs are developed for children, chronicled the sequencing of her own genome, and followed the manufacturing of a flu shot from egg to pharmacy. In 2014, she revealed the agonizing decision-making behind Compassionate Use of unapproved drugs, and in 2016, she reported extensively on drug pricing controversies and the impact of politics on development of new medicines.

Prior to joining CNBC, Tirrell covered the biotechnology industry for Bloomberg News, where she also contributed to Bloomberg Television and Bloomberg Businessweek.

She holds a master's degree in journalism from Northwestern University and a bachelor's degree in English and music from Wellesley College.

Scott Wapner

Scott Wapner is host of the "Fast Money Halftime Report," which airs weekdays from 12PM to 1PM ET.

He has reported live from the floor of the New York Stock Exchange and the Nasdaq MarketSite, covering the real-time action of the global financial markets. Wapner was reporting live from the New York Stock Exchange during the May 2010 "flash crash."

Wapner has also reported several documentaries for the network, including "Hotel: Behind Closed Doors at Marriott," "Ultimate Fighting: From Blood Sport to Big Time," which earned him an Emmy nomination, and "One Nation, Overweight," which documents the impact of the nation's obesity epidemic. In 2011, Wapner received an award from the Society of American Business Editors and Writers as well as a Sigma Delta Chi Award from the Society of Professional Journalists for "One Nation, Overweight."

Before joining CNBC, Wapner served as the franchise Business Reporter for KDFW-TV in Dallas and was a reporter for Associated Press Television News, based in New York City.

Wapner earned a bachelor's degree in history from the University of South Florida.

AGENDA

9am ET

Welcome

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

9:05 ET

Where is Alpha Now?

Our panel of the most influential voices in the investing universe discuss where they see the greatest opportunities for alpha nowWith central banks on the move, a corporate crackdown in China, the ESG boom gaining momentum, tech valuations near bubble proportions, and a pandemic that continues to linger, we’ll span the globe for ideas on where to invest now.

Mary Callahan Erdoes, J.P. Morgan Asset & Wealth Management CEO
Ashbel Williams, Florida State Board of Administration Executive Director and CIO
Jason Klein, Memorial Sloan Kettering Cancer Center SVP & CIO
Moderator: Becky QuickCNBC “Squawk Box” Co-Anchor

9:30am ET

The ESG Boom

With investors and executives aggressively pursuing all things ESG, how can investors make sure they are getting the best ROI. This panel discusses which investments can make a true social impact, as well as boost your returns.

Carine Smith Ihenacho, Norges Bank Investment Management Chief Governance and Compliance Officer
Wendy Cromwell, Wellington Vice Chair and Director of Sustainable Investment
Christopher Ailman, California State Teachers’ Retirement System CIO
Moderator: Leslie Picker, CNBC Reporter

10am ET

Alpha with Impact

With ESG on the rise, Jim Coulter is looking to make sure his firm is on the cutting edge. The TPG founder recently shifted from the co-CEO seat to focus on the firm’s growing global impact investing platform TPG Rise. As Managing Partner of TPG Rise Climate, Coulter is combining his 30-year career of trend spotting and company-building along with his expertise in impact-investing to demonstrate how the private markets can tackle an issue that impacts us all — climate change. 

Jim Coulter, TPG Executive Chairman and Founding Partner
Interviewer: Andrew Ross Sorkin, CNBC “Squawk Box” Co-Anchor

10:30am ET

Breakout Sessions

What’s next? The Fed, Tapering, and Rate Hikes 

SPONSORED AND PROGRAMMED BY COLUMBIA THREADNEEDLE INVESTMENTS 

At the recent Jackson Hole symposium, Fed Chairman Jerome Powell recognized that because progress had been made consistent with the Federal Reserve’s goals for inflation and employment, it was time to consider tapering. But he cautioned that tapering would be divorced from any interest hike, for which the bar would be higher. Will this conscious uncoupling work? This discussion will focus on market reaction, the Fed’s plans in terms of timing and scope, and what it all means for fixed income investors going forward. 

Greg Halagan, Mercer Investments Principal and Co-Head of U.S. Insurance
Gene Tannuzzo, Columbia Threadneedle Investments Global Head of Fixed Income
Moderator: Rhonda Schaffler, Business Anchor

 

Boosting Returns Through Technology and Automation 

SPONSORED AND PROGRAMMED BY INTERACTIVE BROKERS 

Portfolio managers are starting to rethink the old way of doing business and they’re using technology to do it. In an effort to gain extra alpha, manage risk, and quickly react to external events, they’re switching to new trading models that employ cutting edge technology including automation. This discussion will focus on the ways technology and automation are helping boost transparency, as well as increasing access to global product offerings, all while keeping costs low and avoiding hidden fees.  

David Berns, Simplify Chief Investment Officer and Co-Founder
Eric Cott, Interactive Brokers Institutional Sales
Aleh Drobysh, Interactive Brokers Institutional Sales
Moderator: Guy Adami, Private Advisor Group Director of Advisor Advocacy

 

Clean Energy: A Sustainable Investment? 

SPONSORED AND PROGRAMMED BY NUVEEN 

While infrastructure continues to be a major topic of discussion, market watchers consider the possibilities of investing in clean energy as an asset class of its own. This discussion will focus on the future of clean energy, the drivers that will determine market growth, and the potential for and sustainability of high returns. 

Peter Dickson, Glennmont Partners Founding Partner
Interviewer: Jen Rogers, Financial Reporter

11am ET

Alpha Bravo

Why SaaS is the path to success. From cybersecurity to big data management and integration, and beyond, Thoma Bravo CEO Orlando Bravo shares his thoughts about opportunities in tech investing, and why “now is the best time” to be investing in enterprise software. 

Orlando Bravo, Thoma Bravo Co-Founder and Managing Partner
Interviewer: Leslie Picker, CNBC Reporter

11:25am ET

The “3D” Shift in Wealth Management

With a pair of industry experts, we take a closer look at how digitization will change the nature and delivery of investment solutions, how democratization will expand access to investment advice and spurn new competition and how diversity and inclusion will enable cultural competitive advantage.  

Shundrawn Thomas, Northern Trust Asset Management President
Yie-Hsin Hung, New York Life Investment Management CEO
Moderator: Sara Eisen, CNBC “Closing Bell” Co-Anchor

12pm ET - 2pm ET

Break

2pm ET

Event Rejoins

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

2:05pm ET

Gaining Alpha Altitude

Starting off with just $3m in 2008, Altimeter Capital has been gaining alpha altitude at a rapid pace – with AUM now around $15b. While leading the charge, its founder Brad Gerstner has emerged as not only a savvy tech investor, but also as a leader in the DEI space, an innovator in SPACs, and much more. We’ll get a flight plan for alpha 

Brad Gerstner, Altimeter Capital Chairman and CEO
Interviewer: Scott Wapner, CNBC “Fast Money Halftime Report” Host

2:30pm ET

When Delivering Alpha Comes with Crypto Volatility

Some argue blockchain can change the world. But the technology’s posterchild, bitcoin, can distract from that with its wild price swings. We’ll hear from Katie Haun, a former federal prosecutor and leading investor in the space, on how investors should approach this fledgling space, where there are still opportunities, and how much one should allocate to the newest asset class on the block.    

Katie Haun, Andreessen Horowitz General Partner
Interviewer: Kate Rooney, CNBC Technology Reporter

3pm ET

Breakout Sessions

How the Retail Investor Can Find Alpha  

POWERED BY CNBC PRO  

As the economic recovery reaches a more mature phase post-pandemic, just buying everything won’t deliver alpha. Investors are going to need to find the right stock-picking strategies that can work in any economic environment. In this CNBC Pro session, Joe Terranova, who took his institutional trading strategy and turned it into an exchange-traded fund (JOET) that anyone can buy, discusses how retail investors can play like the big investors.  

Joseph Terranova, Virtus Investment Partners Senior Managing Director 
Interviewer: Dominic Chu, CNBC Senior Markets Correspondent 

 

The Future of Vehicle Technology and Mobility 

SPONSORED AND PROGRAMMED BY BAIRD 

There is tremendous momentum in the vehicle technology and mobility space: a constant stream of new and disruptive technologies, a favorable public policy backdrop, increased conviction and investment from the largest market participants, and heightened consumer interest. A discussion about how these rapidly accelerating trends is creating opportunities for investors. 

Adam Czaia, Baird Managing Director, Senior Investment Banker
Ben Kallo, Baird Managing Director, Senior Research Analyst
Courtney Rosenberger, Strategas Managing Director, Policy Research Analyst
Moderator: Harrison Greene, Baird Director, Sales & Trading

 

Building Enduring Portfolios 

SPONSORED AND PROGRAMMED BY MASSMUTUAL INVESTMENTS 

Solution-based and outcome-oriented investing is taking on new meaning for investors, as is the importance of building enduring portfolios that can work across market cycles. Join us for a discussion about thoughtful and strategic investment strategies designed to maximize return in a low-rate environment and grow assets for the long term. 

Laird Landmann, The TCW Group, Inc. Group Managing Director, Co-Director Fixed Income
Ronald Zibelli, Invesco Chief Investment Officer, Growth Equities and Senior Portfolio Manager 
Moderator: Andrea Anastasio, MassMutual Investments Head of Investment Management Solutions

3:30pm ET

How Covid Changed Healthcare

Innovation, urgency, and necessity. Key drivers that sparked a revolution in health care, and great opportunity for healthcare investors. This panel looks at opportunities in this dynamic, critical and evolving arena. 

Scott Sperling, Thomas H. Lee Partners Co-CEO
Alex Denner, Sarissa Capital Management Founding Partner and Chief Investment Officer
Dr. Christiana Bardon, MPM Capital Portfolio Manager
Moderator: Meg Tirrell, CNBC Senior Health & Science Reporter

4pm ET

Inflation Alert

For credit investors, the specter of inflation should sound the alpha alarm. Given heavy rate sensitive exposure, many asset owners and large investors may be facing a decade of underperformance. So what are ways to play offense in this environment? Our panel discusses the threat and the opportunities. 

Elizabeth Burton, Employees’ Retirement System of the State of Hawaii Chief Investment Officer
Purnima Puri, HPS Investment Partners Governing Partner and Public Credit Strategies Portfolio Manager
Moderator: Brian Sullivan, CNBC “Worldwide Exchange” Anchor

4:30pm ET

The Alpha Maverick

Chamath Palihapitiya has made a name for himself – an innovative investor, a creative capitalist, and certainly not afraid of speaking his mind even if it causes a little controversy. Whether as NBA team owner, crypto evangelist or space cowboy, his insights, ideas and investments are always noteworthy.  

Chamath Palihapitiya, Social Capital Founder and CEO
Interviewer: Scott Wapner, CNBC “Fast Money Halftime Report” Host

4:55pm ET

Event Concludes

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