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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.

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SPEAKERS

More speakers to come

Chamath
Palihapitiya

Social Capital

Chamath Palihapitiya is Founder and CEO of Social Capital.

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.

Andrea
Anastasio

MassMutual Investments

Andrea Anastasio is Head of Investment Management Solutions at MassMutual.

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.

Orlando
Bravo

Thoma Bravo

Orlando Bravo is Co-Founder and Managing Partner at Thoma Bravo.

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

Employees’ Retirement System of the State of Hawaii

Elizabeth Burton is the Chief Investment Officer of the Employees’ Retirement System of the State of Hawaii (“HIERS”).

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

TPG

Jim Coulter is Executive Chairman and Founding Partner of TPG.

Jim Coulter

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


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

Wendy
Cromwell

Wellington

Wendy Cromwell, CFA, is a senior member of Wellington’s management team serving as Vice Chair and a Director of Sustainable Investment.

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.

Adam
Czaia

Baird

Adam Czaia is a Managing Director and a Senior Investment Banker of Baird’s Global Investment Banking group.

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

Alex
Denner

Sarissa Capital Management LP

Alex Denner is Founding Partner and CIO at Sarissa Capital Management. He's a former senior managing director at Icahn Capital.

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.

SPEAKERS

  • Chamath Palihapitiya

    Social Capital

    Read Bio ⟶

    Chamath Palihapitiya

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

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

  • Andrea Anastasio

    MassMutual Investments

    Read Bio ⟶

    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.

  • Orlando Bravo

    Thoma Bravo

    Read Bio ⟶

    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

    Employees’ Retirement System of the State of Hawaii

    Read Bio ⟶

    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

    TPG

    Read Bio ⟶

    Jim Coulter

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


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

  • Wendy Cromwell

    Wellington

    Read Bio ⟶

    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.

  • Adam Czaia

    Baird

    Read Bio ⟶

    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

  • Alex Denner

    Sarissa Capital Management LP

    Read Bio ⟶

    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.

  • Peter Dickson

    Glennmont Partners

    Read Bio ⟶

    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.

  • Mary Erdoes

    JPM Asset & Wealth Management

    Read Bio ⟶

    Mary Erdoes

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

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

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

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

  • Brad Gerstner

    Altimeter Capital

    Read Bio ⟶

    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.

  • Harrison Greene

    Baird

    Read Bio ⟶

    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

    Mercer Investments

    Read Bio ⟶

    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.

  • Katie Haun

    Andreessen Horowitz

    Read Bio ⟶

    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

    New York Life Investment Management

    Read Bio ⟶

    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

    Norges Bank Investment Management

    Read Bio ⟶

    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).

  • Ben Kallo

    Baird

    Read Bio ⟶

    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.

  • Jason Klein

    Memorial Sloan Kettering Cancer Center

    Read Bio ⟶

    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.

  • Laird Landmann

    TCW

    Read Bio ⟶

    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.

  • Purnima Puri

    HPS Investment Partners

    Read Bio ⟶

    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.

  • Courtney Rosenberger

    Strategas

    Read Bio ⟶

    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.

  • Scott Sperling

    Thomas H. Lee Partners

    Read Bio ⟶

    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.

  • Gene Tannuzzo

    Columbia Threadneedle Investments

    Read Bio ⟶

    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.

  • Shundrawn Thomas

    Northern Trust Asset Management

    Read Bio ⟶

    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

    Florida State Board of Administration

    Read Bio ⟶

    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.

  • Ronald Zibelli

    Invesco

    Read Bio ⟶

    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.

  • Sara Eisen

    CNBC

    Read Bio ⟶

    Sara Eisen

    Sara Eisen joined CNBC in December 2013 as a correspondent, focusing on the global consumer. She is co-anchor of the 10AM ET hour of CNBC's "Squawk on the Street" (M-F, 9AM-11AM ET), which broadcasts from Post 9 at the New York Stock Exchange. In December 2018, Eisen was also named co-anchor of "Closing Bell" (M-F, 3PM-5PM ET).

    Previously, Eisen was co-anchor of CNBC's "Power Lunch" (M-F, 1PM-3PM ET), which broadcasts from CNBC Global Headquarters in Englewood Cliffs, N.J. Before that, she was co-anchor of CNBC's "Worldwide Exchange" (M-F, 5AM-6AM ET).

    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

    CNBC

    Read Bio ⟶

    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

    CNBC

    Read Bio ⟶

    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.

  • Kate Rooney

    CNBC

    Read Bio ⟶

    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

    CNBC

    Read Bio ⟶

    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.

  • Meg Tirrell

    CNBC

    Read Bio ⟶

    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

    CNBC

    Read Bio ⟶

    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

Event Begins

 

Where is Alpha Now?
Our panel of the most influential voices in the investing universe discuss where they see the greatest opportunities for alpha now. With 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.

 

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.

 

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.

 

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.

 

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.

12pm ET - 2pm ET

Break

 

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.

 

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.

 

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 takes a look at opportunities in this dynamic, critical and evolving arena.

 

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.

 

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.

5pm ET

Event Concludes

REGISTRATION

Please use the form below to register.

If you are a current student and are interested in our student rate, please email events@cnbc.com.

SPONSORED BY

SPONSORED BY

ADVISORY
BOARD

Christopher
Ailman

California State Teachers' Retirement System

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

Christopher Ailman

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

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

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

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

Orlando
Bravo

Thoma Bravo

Orlando Bravo is Co-Founder and Managing Partner at Thoma Bravo.

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

Employees’ Retirement System of the State of Hawaii

Elizabeth Burton is the Chief Investment Officer of the Employees’ Retirement System of the State of Hawaii (“HIERS”).

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.

Mary
Erdoes

JPM Asset & Wealth Management

Mary Callahan Erdoes is CEO of J.P. Morgan's Asset & Wealth Management division.

Mary Erdoes

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

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

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

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

Jim
Coulter

TPG

Jim Coulter is Executive Chairman and Founding Partner of TPG.

Jim Coulter

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


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

Brad
Gerstner

Altimeter Capital

Brad Gerstner is Founder and Chief Executive Officer at Altimeter Capital.

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.

Suni
Harford

UBS Asset Management

Suni Harford is President of UBS Asset Management.

Suni Harford

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

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

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

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

Carine Smith
Ihenacho

Norges Bank Investment Management

Carine Smith Ihenacho is Norges Bank Investment Management’s Chief Governance and Compliance Officer

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).

ADVISORY BOARD

  • CHRISTOPHER AILMAN

    California State Teachers' Retirement System

    Read Bio ⟶

    CHRISTOPHER AILMAN

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

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

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

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

  • ORLANDO BRAVO

    Thoma Bravo

    Read Bio ⟶

    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

    Employees’ Retirement System of the State of Hawaii

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    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.

  • MARY CALLAHAN ERDOES

    JPM Asset & Wealth Management

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    MARY CALLAHAN ERDOES

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

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

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

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

  • JIM COULTER

    TPG

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    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.

  • BRAD GERSTNER

    Altimeter Capital

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    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.

  • SUNI HARFORD

    UBS Asset Management

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    SUNI HARFORD

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

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

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

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

  • CARINE SMITH IHENACHO

    Norges Bank Investment Management

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    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

    Memorial Sloan Kettering Cancer Center

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    JASON KLEIN

    Jason Klein is senior vice president and chief investment officer for Memorial Sloan Kettering Cancer Center, which he joined in 2008 to create the Investments Office. As CIO, Klein oversees $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.

  • CHAMATH PALIHAPITIYA

    Social Capital

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    CHAMATH PALIHAPITIYA

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

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

  • DINA POWELL MCCORMICK

    Goldman Sachs

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    DINA POWELL MCCORMICK

    Dina Powell McCormick is Global Head of sustainability and inclusive growth. In this role, she partners with leaders globally to advance our sustainability efforts across all of our businesses. Mrs. McCormick is also Global Head of the firm’s sovereign business, responsible for helping build and enhance the firm’s relationships with global sovereign clients. She serves on the Management Committee and the Firmwide Client and Business Standards Committee. Mrs. McCormick rejoined Goldman Sachs in 2018 as a Partner in the Investment Banking Division after serving as the US Deputy National Security Advisor for Strategy from 2017 to 2018.

    Mrs. McCormick initially joined the firm in 2007, and from 2007 to 2017, she led the Impact Investing Business and the Environmental Markets Group, which deployed more than $5 billion in market-based loans and equity to drive sustainable economic development and revitalize under-served communities. During this same period, she was also President of The Goldman Sachs Foundation, developing and overseeing two major initiatives to drive economic growth and opportunity — 10,000 Women and 10,000 Small Businesses — that successfully provided business education and capital to women and small businesses, respectively.

    Earlier in her career, Mrs. McCormick served as Assistant Secretary of State for Educational and Cultural Affairs and Deputy Undersecretary of Public Affairs and Public Diplomacy and as a Senior White House Advisor as Assistant to the President for Presidential Personnel.

    Mrs. McCormick is currently a non-resident Senior Fellow at the Future of Diplomacy Project at Harvard Kennedy School’s Belfer Center for Science and International Affairs.

  • SHUNDRAWN THOMAS

    Northern Trust Asset Management

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    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.

  • DARREN WALKER

    Ford Foundation

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    DARREN WALKER

    Darren Walker is president of the Ford Foundation, a $13 billion international social justice philanthropy. Under his leadership, the Ford Foundation recently became the first nonprofit foundation in US history to issue a $1 billion social bond in the US taxable bond market to increase grant making to stabilize and strengthen nonprofit organizations in the wake of COVID-19. He is a member of Governor Cuomo’s Reimagining New York Commission and co-chair of NYC Census 2020. He also chaired the philanthropy committee that brought a resolution to the city of Detroit’s historic bankruptcy.

    Before joining Ford, Darren was vice president at Rockefeller Foundation, overseeing global and domestic programs. In the 1990s, he was COO of the Abyssinian Development Corporation, Harlem’s largest community development organization.

    Darren co-chairs New York City’s Mayoral Advisory Commission on City Art, Monuments, and Markers, and has served on the Independent Commission on New York City Criminal Justice and Incarceration Reform and the UN International Labour Organization Global Commission on the Future of Work. He co-founded both the US Impact Investing Alliance and the Presidents’ Council on Disability Inclusion in Philanthropy. He serves on many boards, including Lincoln Center for the Performing Arts, the National Gallery of Art, Carnegie Hall, the High Line, the Committee to Protect Journalists, and the Smithsonian National Museum of African American History & Culture. In the summer of 2020, he was appointed to the boards of Square and Ralph Lauren. He is a member of the Council on Foreign Relations, the American Academy of Arts and Sciences and is the recipient of 16 honorary degrees and university awards, including Harvard University’s W.E.B. Du Bois Medal.

    Educated exclusively in public schools, Darren was a member of the first Head Start class in 1965 and received BA, BS, and JD degrees from the University of Texas at Austin. He has been included on numerous leadership lists: Time’s annual 100 Most Influential People, Rolling Stone’s 25 People Shaping the Future, Fast Company’s Most Creative People in Business, Ebony's Power 100, and Out magazine’s Power 50.

  • ASHBEL WILLIAMS

    Florida State Board of Administration

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    ASHBEL WILLIAMS

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

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

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

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

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

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

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    CNBC Delivering Alpha

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

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

EVENT VIDEOS

  • CNBC Delivering Alpha

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

    Open Video