Delivering Alpha: In partnership with Institutional Investor

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 and Institutional Investor.

For coverage related to Delivering Alpha and content from prior conferences, please visit


Michael Arougheti

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

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.

Stephen Schwarzman

Stephen A. Schwarzman is Chairman, CEO and Co-Founder of Blackstone, one of the world’s leading investment firms with $545 billion Assets Under Management (as of June 30, 2019). Mr. Schwarzman has been involved in all phases of Blackstone’s development since its founding in 1985. The firm has established leading investing businesses across asset classes, including private equity, where it is a global leader in traditional buyout, growth equity, special situations and secondary investing; real estate, where it is currently the largest owner of property in the world; hedge fund solutions, where it is the world’s largest discretionary hedge fund investor; and credit, where it is a global leader and major provider of credit for small, middle-market and other companies. Blackstone has also recently launched major new businesses dedicated to infrastructure and life sciences investing, as well as delivering the firm’s investment management expertise and products to insurance companies.

Mr. Schwarzman is an active philanthropist with a history of supporting education, as well as culture and the arts, among other things. In both business and philanthropy, Mr. Schwarzman has dedicated himself to tackling big problems with transformative solutions. In October 2018, he announced a foundational $350 million gift to establish the MIT Schwarzman College of Computing, an interdisciplinary hub which will reorient MIT to address the opportunities and challenges presented by the rise of artificial intelligence, including critical ethical and policy considerations to ensure that the technologies are employed for the common good. In 2015, Mr. Schwarzman donated $150 million to Yale University to establish the Schwarzman Center, a first-of-its-kind campus center in Yale’s historic “Commons” building, and also gave a founding gift of $40 million to the Inner-City Scholarship Fund, which provides tuition assistance to underprivileged children attending Catholic schools in the Archdiocese of New York. In 2013, he founded an international scholarship program, “Schwarzman Scholars,” at Tsinghua University in Beijing to educate future leaders about China. At over $575 million, the program is modeled on the Rhodes Scholarship and is the single largest philanthropic effort in China’s history coming largely from international donors. Mr. Schwarzman is Co-Chair of the Board of Trustees of Schwarzman Scholars. In 2007, Mr. Schwarzman donated $100 million to the New York Public Library on whose board he serves.

Mr. Schwarzman is a member of The Council on Foreign Relations, The Business Council, The Business Roundtable, and The International Business Council of the World Economic Forum. He is a former co-chair of the Partnership for New York City and serves on the boards of The Asia Society and New York-Presbyterian Hospital, as well as on The Advisory Board of the School of Economics and Management at Tsinghua University, Beijing. He is a Trustee of The Frick Collection in New York City and Chairman Emeritus of the Board of Directors of The John F. Kennedy Center for the Performing Arts. In 2007, Mr. Schwarzman was included in TIME’s “100 Most Influential People.” In 2016, he topped Forbes Magazine’s list of the most influential people in finance and in 2018 was ranked in the Top 50 on Forbes’ list of the “World’s Most Powerful People.” The Republic of France has awarded Mr. Schwarzman both the Légion d'Honneur and the Ordre des Arts et des Letters at the Commandeur level. Mr. Schwarzman is one of the only Americans to receive both awards recognizing significant contributions to France. He was also awarded the Order of the Aztec Eagle, Mexico’s highest honor for foreigners.

He is also the Former Chairman of the President’s Strategic and Policy Forum, which was charged with providing direct input to the President of the United States from business leaders through a non-partisan, non-bureaucratic exchange of ideas.

Mr. Schwarzman holds a B.A. from Yale University and an M.B.A. from Harvard Business School. He has served as an adjunct professor at the Yale School of Management and on the Harvard Business School Board of Dean’s Advisors.

Jim Chanos

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

Mr. Chanos opened Kynikos Associates LP in 1985 to implement investment strategies he had uncovered while beginning his Wall Street career as a financial analyst with Paine Webber, Gilford Securities, and Deutsche Bank. Throughout his investment career, Mr. Chanos has identified and sold short the shares of numerous well-known corporate financial disasters; among them, Baldwin-United, Commodore International, First Executive, Integrated Resources, Boston Chicken, Sunbeam, Conseco, Tyco International, WorldCom, Valeant Pharmaceuticals, and Wirecard. His celebrated short-sale of Enron shares was dubbed by Barron’s as “the market call of the decade, if not the past fifty years.” The media has noted his prescience in alerting finance ministers and others about the global financial crisis well before it occurred. His views on financial market fraud, capital markets regulation and the Chinese financial system, among other topics, are regularly covered by news organizations worldwide.

Mr. Chanos has testified before Congress and provided comments to regulations proposed by the U.S. Securities and Exchange Commission and the Financial Services Authority in the United Kingdom.

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

Afsaneh Beschloss

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

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

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

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

Nelson Peltz

Nelson Peltz is Chief Executive Officer and a founding partner of Trian Fund Management, L.P. (“Trian”). Mr. Peltz, along with Peter May and Ed Garden, founded Trian in November 2005. Trian invests in under-performing and undervalued public companies and then works constructively with the management and Boards of Directors of those companies to create shareholder value through a combination of strategic re-direction, improved operational execution, more efficient capital allocation and stronger focus.

Mr. Peltz serves as the non-executive Chairman of The Wendy’s Company. Mr. Peltz is also a director of Mondelēz International, Inc., Sysco Corporation, and The Madison Square Garden Company. He previously served as a director of H. J. Heinz Company from September 2006 to June 2013, Legg Mason, Inc. from October 2009 to December 2014 and Ingersoll-Rand plc from August 2012 to June 2014. Mr. Peltz was recognized by The National Association of Corporate Directors in 2010, 2011 and 2012 as among the most influential people in the global corporate governance arena. From April 1993 through June 2007, Mr. Peltz served as Chairman and Chief Executive Officer of Triarc Companies, Inc. which during that period of time owned Arby's Restaurant Group, Inc. and the Snapple Beverage Group, as well as other consumer and industrial businesses.

Mr. Peltz was Chairman and Chief Executive Officer and a director of Triangle Industries, Inc. from 1983 until December 1988, the largest packaging company in the world and a Fortune 100 industrial company, when that company was acquired by Pechiney, S.A., a leading international metals and packaging company. Mr. Peltz began his business career in 1963 when he joined his family food business.

Mr. Peltz is Honorary Co-Chairman of the Board of Trustees and Chairman of the Board of Governors of the Simon Wiesenthal Center. In addition, he is a member of the Board of Overseers of the Weill Cornell Medical College and Graduate School of Medical Sciences, a member of the Intrepid Advisory Council, a former member of the Board of Trustees of the Intrepid Museum Foundation and an Advisor and a member of the Executive Council of No Labels.

A native of Brooklyn, New York, Mr. Peltz attended The Wharton School of the University of Pennsylvania.

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.

Leon Cooperman

At the end of 1991, following 25 years of service, Leon Cooperman retired from his positions as a General Partner of Goldman Sachs & Co. and as Chairman and Chief Executive Officer of Goldman Sachs Asset Management to organize and launch an investment-management business, Omega Advisors, Inc.

At Goldman Sachs, Cooperman spent 15 years as a Partner and one year (1990-1991) as of-counsel to the Management Committee. In 1989, he became Chairman and Chief Executive Officer of Goldman Sachs Asset Management and Chief Investment Officer of the firm's equity product line, managing the GS Capital Growth Fund, an open-end mutual fund, for one-and-a-half years. Prior to those appointments, Cooperman had spent 22 years in the Investment Research Department as Partner-in-charge, Co-Chairman of the Investment Policy Committee and Chairman of the Stock Selection Committee. For nine consecutive years, he was voted the number- one portfolio strategist in Institutional Investor Magazine's annual "All-America Research Team" survey.

As a designated Chartered Financial Analyst, Cooperman is a senior member and past President of the New York Society of Security Analysts. He is Chairman Emeritus of the Saint Barnabas Development Foundation, a member of the Board of Overseers of the Columbia University Graduate School of Business, a member of the Board of Directors of the Damon Runyon Cancer Research Foundation, a member of the Investment Committee of the New Jersey Performing Arts Center, and Board Chairman of Green Spaces, a committee organized to rebuild 13 parks in Newark, NJ.

Cooperman received his MBA from Columbia Business School and his undergraduate degree from Hunter College. He is a recipient of Roger Williams University's Honorary Doctor of Finance; a recipient of Hunter College's Honorary Doctor of Humane Letters; an inductee into Hunter College's Hall of Fame; and a recipient of the 2003 American Jewish Committee (AJC) Wall Street Human Relations Award, the 2006 Seton Hall Humanitarian of the Year Award, the 2009 Boys & Girls Clubs of Newark Award for Caring, and the 2009 UJA-Federation of New York's Wall Street and Financial Services Division Lifetime Achievement Award. In 2013, Cooperman was inducted into Alpha Magazine's Hedge Fund Hall of Fame and was honored by the AJC at their 50th anniversary with the Herbert H. Lehman Award for his professional achievements, philanthropic efforts, and longstanding support for AJC. In 2014, Columbia Business School awarded Lee its Distinguished Leadership in Business Award, and Bloomberg Markets named him to its fourth annual "50 Most Influential" list (one of only ten money managers globally to be so honored, selected "based on what they're doing now, rather than past achievements"). He was inducted into the Horatio Alger Association in April 2015.

Cooperman and his wife, Toby, have two sons and three grandchildren.

Mike Pence

Michael R. Pence is the 48th and current Vice President of the United States.

Michael R. Pence was born in Columbus, Indiana, on June 7, 1959, one of six children born to Edward and Nancy Pence. As a young boy he had a front row seat to the American Dream. After his grandfather immigrated to the United States when he was 17, his family settled in the Midwest. The future Vice President watched his Mom and Dad build everything that matters – a family, a business, and a good name. Sitting at the feet of his mother and his father, who started a successful convenience store business in their small Indiana town, he was raised to believe in the importance of hard work, faith, and family.

Vice President Pence set off for Hanover College, earning his bachelor's degree in history in 1981. While there, he renewed his Christian faith which remains the driving force in his life. He later attended Indiana University School of Law and met the love of his life, Second Lady Karen Pence.

After graduating, Vice President Pence practiced law, led the Indiana Policy Review Foundation, and began hosting The Mike Pence Show, a syndicated talk radio show and a weekly television public affairs program in Indiana. Along the way he became the proud father to three children, Michael, Charlotte, and Audrey.

Growing up in Indiana, surrounded by good, hardworking Hoosiers, Vice President Pence always knew that he needed to give back to the state and the country that had given him so much. In 2000, he launched a successful bid for his local congressional seat, entering the United States House of Representatives at the age of 40.

The people of East-Central Indiana elected Vice President Pence six times to represent them in Congress. On Capitol Hill he established himself as a champion of limited government, fiscal responsibility, economic development, educational opportunity, and the U.S. Constitution. His colleagues quickly recognized his leadership ability and unanimously elected him to serve as Chairman of the House Republican Study Committee and House Republican Conference Chairman. In this role, the Vice President helped make government smaller and more effective, reduce spending, and return power to state and local governments.

In 2013, Vice President Pence left the nation's capital when Hoosiers elected him the 50th Governor of Indiana. He brought the same limited government and low tax philosophy to the Indiana Statehouse. As Governor, he enacted the largest income tax cut in Indiana history, lowering individual income tax rates, the business personal property tax, and the corporate income tax in order to strengthen the State's competitive edge and attract new investment and good-paying jobs. Due to his relentless focus on jobs, the state's unemployment rate fell by half during his four years in office, and at the end of his term, more Hoosiers were working than at any point in the state's 200-year history.

As Governor of Indiana, Vice President Pence increased school funding, expanded school choice, and created the first state-funded Pre-K plan in Indiana history. He made career and technical education a priority in every high school. Under Vice President Pence's leadership, Indiana, known as "The Crossroads of America," invested more than $800 million in new money for roads and bridges across the state. Despite the record tax cuts and new investments in roads and schools, the state remained fiscally responsible, as the Vice President worked with members of the Indiana General Assembly to pass two honestly balanced budgets that left the state with strong reserves and AAA credit ratings that were the envy of the nation.

It was Indiana's success story, Vice President Pence's record of legislative and executive experience, and his strong family values that prompted President Donald Trump to select Mike Pence as his running mate in July 2016. The American people elected President Donald Trump and Vice President Pence on November 8, 2016. President Donald Trump and Vice President Pence entered office on January 20, 2017.

Vice President Mike Pence remains grateful for the grace of God, the love and support of his family, and the blessings of liberty that are every American's birthright. He looks forward to working with the American people as together they seek to Make America Great Again.

Note: This is the official White House biography of Vice President Michael Pence.

Ulrike Hoffmann-Burchardi

Dr. Ulrike Hoffmann-Burchardi oversees a global equity portfolio inside Tudor’s flagship client strategy. She is a member of Tudor’s strategy committee and its quantitative investment committee. Her investment thesis is focused on innovation and digital transformation. Investing in companies that benefit from disruption, she makes substantial use of new data sources to understand market trends and technology adoption. Prior to managing her current fundamental equity portfolio for Tudor’s flagship, she was instrumental in building the global quantitative equity investment strategies for Tudor in London and New York from 1999 to 2009. An advocate for STEM education in grades K-12, she serves as a coach for the FIRST Robotics League, where her team won the 2019 Global Innovation Award for New York City. She holds a PhD in Finance from the London School of Economics and Political Science (2000), an Master in Finance from the University of St Gallen in Switzerland (1995), and a Masters from the Community of European Management Schools (1995). Tudor Investment Corporation is an alternative investment firm founded by Paul Tudor Jones in 1990 and active in global fixed income, equity, currency and commodity markets.

Josh Harris

Josh Harris is a Co-Founder of Apollo Global Management. Josh founded Apollo with Leon Black and Marc Rowan in 1990, and today runs the day-to-day business of the firm. Under their leadership, Apollo has become the second-largest alternatives and largest alternative credit manager, lending to and investing in small-to-mid-sized businesses and managing over $350 billion in assets on behalf of pension funds for teachers and public servants, insurance companies and more. Josh is responsible for some of the firm’s most successful private equity investments, including the LyondellBasell transaction, one of the most profitable deals in private equity history.

Josh is also the Founder and Managing General Partner of Harris Blitzer Sports & Entertainment (HBSE), a company created to accelerate community growth and explore strategic investment opportunities in sports, entertainment and media. Within the broad HBSE portfolio, Josh is the Managing Partner of the Philadelphia 76ers and the New Jersey Devils. Additionally, he is a General Partner of the Crystal Palace Football Club in the Premier League and a minority owner of the Pittsburgh Steelers in the NFL.

Josh and his wife, Marjorie, founded Harris Philanthropies in 2014, to advocate for youth and community development through equitable and inclusive investing in sports, enhanced wellness and education. Across their charitable platform, they have become one of the largest supporters of after-school sports programs, helping 15,000 youth annually within Philadelphia, New Jersey and New York.

Josh serves on the Boards of Mount Sinai Medical Center, Harvard Business School, the Wharton School at the University of Pennsylvania, the NBA and the NHL. He holds an MBA from Harvard Business School, where he was named a Baker Loeb Scholar, and graduated summa cum laude from the University of Pennsylvania’s Wharton School of Business with a B.S. in Economics.

Josh and Marjorie have been married for 25 years and live in New York City with their five children.

Jay Clayton

Jay Clayton, Chair of the Securities and Exchange Commission from May 2017 to December 2020, is a Senior Policy Advisor and Of Counsel to Sullivan & Cromwell. Mr. Clayton’s practice centers on corporate governance and financial regulatory matters, economic policy and government relations, and investigations.

Emmanuel Roman

Emmanuel Roman is PIMCO's chief executive officer and a managing director of the firm. As CEO, he serves on PIMCO's Executive Committee and has executive oversight of the firm's client and business areas, including broad strategy-setting and resource management. Prior to joining PIMCO in 2016, Roman was CEO at Man Group PLC, one of the world's largest publicly traded alternative asset managers and a leader in liquid, high-alpha investment strategies. Previously, he was chief operating officer at Man Group from 2010–2013, and co-chief executive officer at GLG Partners, Inc., prior to the firm's acquisition by Man Group in 2010. Earlier in his career, he was with Goldman Sachs for 18 years, serving as co-head of worldwide global securities and co-head of the European services division. He has served as a trustee of the Hedge Fund Standards Board Ltd. as well as a trustee of the Paris Review of Books, the Royal Marsden NHS Foundation Trust, the Tate Foundation and the University of Chicago. He has 30 years of investment experience and holds an MBA in finance and econometrics from the University of Chicago and a bachelor's degree from the University of Paris IX Dauphine.

Cyrus Taraporevala

Cyrus Taraporevala is president and chief executive officer of State Street Global Advisors, the investment management arm of State Street Corporation and a global leader with nearly $2.8 trillion in assets under management. State Street Global Advisors provides disciplined investment solutions spanning both indexing and active strategies to many of the world's largest, most sophisticated investors. Taraporevala is also a member of State Street Corporation's Management Committee, the company's most senior strategy and policy-making team.

Prior to this role, Taraporevala was Head of the Global Institutional Group at State Street Global Advisors, responsible for leading the global client-facing, product and marketing teams delivering State Street Global Advisors' capabilities to institutional investors around the world.

He has more than 28 years of experience in asset management. Prior to joining State Street Global Advisors in 2016, Taraporevala led Fidelity Investments' Retail Managed Accounts and Life Insurance & Annuities businesses. He joined Fidelity from BNY Mellon Asset Management, where he was head of North American Distribution. Previously, Taraporevala helped to oversee Legg Mason's institutional business, directed business strategy for Citigroup Global Investment Management, and was a partner in the Financial Institutions practice of McKinsey & Company, based in New York and Copenhagen in the course of his 14 years at the management consulting firm.

Taraporevala received his Bachelor's degree from Sydenham College, University of Bombay and his MBA from Cornell University's Johnson Graduate School of Management. He serves as a board member of The Trustees of Reservations, a Massachusetts-based non-profit conservation organization.

David Taylor

David Taylor is P&G's Chairman of the Board, President and Chief Executive Officer. David is a proven leader with 39 years of experience across many of P&G's core categories and markets. He and P&G's leadership team are driving the transformation of P&G to return the company to sustainable, balanced growth and value creation.

Prior to becoming CEO, he was group president of P&G's Global Beauty, Grooming and Health Care sectors with a portfolio of leading brands such as Crest, Oral-B, Head & Shoulders, Olay, Pantene, SK-II, Gillette, Fusion, Mach 3 and Vicks. Taylor also led P&G's Family Care and Home Care businesses, both of which delivered consistent profit and sales growth under his leadership. Taylor spent the first decade of his career in P&G's Product Supply organization where he managed production and operations at a number of plants. His time in Product Supply gave him broad experience in manufacturing, logistics, engineering and supply chain operations. His track record of rigorous operational excellence is grounded in these pivotal early assignments.

In the early 1990s, Taylor transferred to P&G brand management, where he helped build many of the company's core businesses including Baby Care, Family Care, Hair Care and Home Care. He has led global businesses, living and working in North America, Europe and Asia. In addition, David serves as the Chairman of The Alliance to End Plastic Waste, a CEO-led, cross value chain initiative to advance solutions to eliminate unmanaged plastic waste in the environment.

He also serves on the boards of the U.S.-China Business Council, the Consumer Goods Forum, and Catalyst. He is a member of the Business Roundtable, and a member of the Board of Visitors at Duke University's Fuqua School of Business. Earlier in his career, David was vice chair of the Greater China Quality Brand Protection Committee, a collaboration among top companies and the Chinese government. He also served for five years on the Board of Directors of TRW, a $16 billion global automotive company, until it successfully merged with ZF Friedrichshafen AG.

Finally, Taylor is passionate about addressing food insecurity in the U.S. For eight years, he served on the Board for Feeding America, including two years as board chair. He continues to serve as a member of the Cincinnati Freestore Foodbank.

Bruce Richards

Bruce Richards is a Co-Managing Partner and the Chief Executive Officer of Marathon Asset Management. Richards is responsible for general oversight of the $17 billion the firm manages on behalf of its institutional investors. He also leads the firm’s Executive Committee and is a member of its Investment Committee. Richards' day-to-day presence is critical in maximizing Marathon's synergies and leveraging the intellectual capital throughout Marathon.

Richards co-founded Marathon with Louis Hanover in January 1998. The firm focuses on the global credit markets, specifically corporate debt (both performing and distressed debt) and the structured debt markets. Marathon employs 135 professionals and maintains its headquarters in New York, with investment offices in London and Singapore.

Prior to founding Marathon, Richards worked on Wall Street for 15 years, including 10 years as a Managing Director in the fixed income divisions of Smith Barney and Donaldson, Lufkin & Jenrette where he was head of a trading desk responsible for principal investments and market making. Richards also worked at Shearson Lehman Hutton ('Lehman Brothers') as a trader in their Fixed Income Division, after starting his career at Paine Webber.

Richards and his wife Avis Richards founded the Avis & Bruce Richards Foundation in 2008 to support humanitarian and philanthropic causes throughout the United States. Richards was the recipient of Help for Children | Hedge Fund Cares’ Award for Caring, the Boomer Esiason Foundation’s Most Valuable Player Award and the R Baby Foundation’s Philanthropic Leadership Award. He has also been honored by the UJA Federation of New York and HELP USA. Richards serves on the boards of The University System of Maryland (USM) Foundation, the R Baby Foundation, and the Columbia Grammar and Preparatory School.

Richards received his B.A. in Economics, summa cum laude, from Tulane University (1982) and is a member of Phi Beta Kappa.

Clifton S. Robbins

Clifton S. Robbins is the Founder and Chief Executive Officer of Blue Harbour Group, L.P. Formed in 2004, Blue Harbour pursues an Active Ownership investment strategy by acting as a lead minority shareholder primarily in U.S. publicly traded companies, and working collaboratively with managements and boards to identify initiatives to create and unlock shareholder value. In 2016 the firm developed a framework and process to fully integrate Environmental, Social, and Governance (ESG) considerations into all investment decisions and engagements.

Mr. Robbins has more than 30 years of experience in the investment management business. Prior to forming Blue Harbour, Mr. Robbins had been a Managing Member of General Atlantic Partners, LLC, a global private equity firm, from 2000 through August 2004. Prior to that, Mr. Robbins had been a General Partner of Kohlberg Kravis Roberts & Co., where he worked from 1987 until 2000. At KKR, he played a significant role in many of the firm’s leveraged buyout transactions and financings and was also intimately involved with the firm’s capital markets activities. Mr. Robbins began his career in the Mergers and Acquisitions department of Morgan Stanley & Co. He graduated with an A.B. from Harvard College and received his M.B.A. from the Stanford University Graduate School of Business.

Mr. Robbins has served on the Board of Directors of more than fifteen public and private companies. He is a member of the Boards of Overseers and Managers of the Memorial Sloan-Kettering Cancer Center and also serves on the Stanford Graduate School of Business Advisory Council.

Glen Kacher

Glen Kacher is CIO and founder of Light Street Capital, a technology investment firm headquartered in Silicon Valley. Light Street manages $2 billion in global technology assets across a long/short fund, long-only fund and private growth equity investments. Light Street invested privately in Uber (IPO), Lyft (IPO), Harry’s (acquired by Edgewell), Everlane, Boxed, Slack, Pinterest (IPO), Toast, Blackbuck and ezCater.

Prior to forming Light Street, Glen was a Managing Director of Integral Capital Partners, a crossover fund where he worked from 1998 to 2010. Areas of investment included software, Internet, media, eCommerce, mobile hardware, PC hardware, security software, and networking. Glen led or co-led many of Integral’s venture investments during his tenure, including Agile Software (IPO, acquired by Oracle), Arcsight (IPO, acquired by HP), BlueNile (IPO), Epiphany (IPO, acquired by SSA), Extensity (IPO, acquired by Geac), Fortify Software (acquired by HP), Interwoven (IPO, acquired by Autonomy), LogMeIn (IPO), OpenTable (IPO, acquired by Booking Holdings), and Overture/ (IPO, acquired by Yahoo). Prior to joining Integral, Glen worked at Tiger Management from 1993 to 1996 as a full-time research analyst and from 1996 to 1997 as a part-time consultant. At Tiger, Glen focused on investments in the software, hardware, and networking industries. Glen holds an MBA from Stanford University’s Graduate School of Business, 1998, and a B.S. in Commerce with Distinction from the University of Virginia’s McIntire School of Commerce, 1993.

Scott Kupor

Scott Kupor is the managing partner at Andreessen Horowitz where he is responsible for all operational aspects of running the firm. He has been with the firm since its inception in 2009 and has overseen its rapid growth, from three employees to 150+ and from $300 million in assets under management to more than $10 billion.

Prior to joining Andreessen Horowitz, Scott worked as vice president and general manager of Software-as-a-Service at Hewlett Packard. Scott joined HP in 2007 as part of the Opsware acquisition, where he was senior vice president of Customer Solutions. In this role, he had global responsibility for customer interaction, including professional services, technical pre-sales, and customer support. Scott joined Opsware shortly after the company’s founding and held numerous executive management positions including vice president, financial planning and vice president, corporate development. In these roles, he led the company’s private financing activities as well as its initial public offering in 2001. Scott also started the company’s Asia Pacific operations and led the execution of the company’s multiple acquisitions.

Prior to Opsware, Scott represented software companies in both financing and mergers and acquisitions transactions at Credit Suisse First Boston and Lehman Brothers. He graduated Phi Beta Kappa from Stanford University with a bachelor’s degree in public policy with honors and distinction. Scott also holds a law degree with distinction from Stanford University and is a member of the State Bar of California. Scott is chairman of the board of Genesys Works; cofounder and co-director of the Stanford Venture Capital Director’s College; co-founder and co-director of the Stanford Rock Center’s Guide to Venture-Backed Board Membership; Executive in Residence at Haas School of Business and Boalt School of Law; and a Lecturer at Stanford Law School. He is vice-chair of the investment committee of St. Jude’s Children’s Cancer Research Hospital and also serves as a member of the investment committees for Stanford Medical Center, the Silicon Valley Community Foundation, and Lick Wilmerding High School.

Scott served as Chairman of the Board of the National Venture Capital Association (2017-2018). He is the author of the national bestselling book Secrets of Sand Hill Road: Venture Capital and How to Get It, published by Portfolio, a division of Penguin.

Luke Ellis

Luke Ellis is Chief Executive Officer of Man Group, a global active investment firm. Man Group has five investment engines (Man AHL, Man Numeric, Man GLG, Man FRM and Man GPM), which manage USD 114.4 billion (as at 30 June, 2019) in a range of liquid and private markets. With a central objective to deliver alpha for clients through time, Man Group provides a wide range of alternative and long-only portfolio solutions for its client base. As CEO, Luke leads the firm’s Executive Committee, working with teams across investment, distribution, technology and infrastructure, while seeking to deliver the right outcomes for clients and positioning Man Group to adapt to opportunities as markets evolve. Luke joined Man Group in 2010 and was previously President of the firm, responsible for management across investment engines. Prior to this, he was Chairman of Man GLG’s Multi-Manager activities and was Managing Director of Man FRM from 1998 to 2008. Luke was previously a Managing Director at JPMorgan in London and Global Head of the firm’s Equity Derivatives and Equity Proprietary Trading businesses. He holds a BSc (Hons) in Mathematics and Economics from Bristol University.

Oz Pearlman

Oz is a world-class entertainer and one of the busiest mentalists in the country. He developed an interest in magic at a young age and what started as a hobby quickly became a lifelong passion. After a couple of years spent working on Wall Street, Oz decided to pursue his dream and become a full time entertainer. He has now been dazzling audiences with his unique mind-reading ability for over a decade.

Oz’s client list reads like a who's who of politicians, professional athletes, A-list celebrities, and Fortune 500 companies. His natural charisma and charm make him the perfect choice for corporate events and private parties alike. Oz’s unique blend of mentalism and mind-reading create an interactive experience that is redefining the very nature of a magic that truly needs to be seen to be believed.

In the summer of 2015, Oz was featured on TV’s number one rated show, America’s Got Talent. Week after week, he captivated the country with never-before-seen mentalism routines and quickly became a fan favorite, finishing in third place out of thousands of acts. Oz has also appeared on a variety of both national and international networks, a few of which include NBC’s Late Night with Jimmy Fallon, The TODAY Show & ABC World News and been profiled in Forbes, The New York Times, to name but a few.

When he isn’t blowing the minds of audiences around the world, Oz is an avid marathon and ultra-marathon runner, having completed such grueling races as the Badwater 135 Miler, Hawaii Ironman World Championships, Western States 100 and Spartathlon. He takes great pride in his marathon PR of 2:23:52 and has won dozens of races throughout the country.

Rajiv J. Shah

Dr. Shah brings over twenty years of experience in business, government, and philanthropy to The Rockefeller Foundation. Appointed as USAID Administrator by President Obama in 2009, and unanimously confirmed by the Senate, Dr. Shah was charged with reshaping the $20 billion agency’s operations to provide greater assistance to pressing development challenges around the globe. By elevating the importance of innovation, promoting public-private partnerships, rethinking internal practices, and shifting how dollars were spent to deliver stronger results, Shah secured bipartisan support that enabled USAID to dramatically accelerate its work to end extreme poverty. Despite partisan gridlock on many issues, two significant Presidential priorities – Feed the Future and Power Africa – passed the House and Senate with bipartisan support and were signed into law by President Obama, and the Global Food Security Act is the second largest global development legislation after PEPFAR. Shah’s work delivered results for countries facing democratic transitions, post-conflict situations, and humanitarian crises, and is widely credited with providing life-saving access to food, health, and water for millions of children across the planet.

When Dr. Shah left USAID in 2015, he continued to follow his passion for creating opportunities for communities to thrive in the developing world by founding Latitude Capital, a private equity firm focused on power and infrastructure projects in Africa and Asia. He was also appointed a Distinguished Fellow in Residence at Georgetown University.

Raised outside of Detroit, Michigan, Dr. Shah is a graduate of the University of Michigan at Ann Arbor, the University of Pennsylvania School of Medicine, and the Wharton School of Business. Prior to his appointment at USAID, Shah served as Chief Scientist and Undersecretary for Research, Education and Economics at the United States Department of Agriculture. He also served in a number of leadership roles at the Bill & Melinda Gates Foundation, where he helped launch the Alliance for a Green Revolution in Africa (a joint venture by the Gates and Rockefeller foundations) and the International Financing Facility for Immunization (credited with raising more than $5 billion for childhood immunizations worldwide) and where he supported the creation of the Global Development Program. He and his wife, Shivam Mallick Shah have three children.

Matthew Granade

Matthew Granade plays three critical roles at Point72 Asset Management reflecting his expertise in finance, advanced analytics, and technology:

- He oversees the Firm’s efforts to develop unique information assets for its investors as Point72’s Chief Market Intelligence Officer
- He directs the Firm’s central portfolio, which collects stock ideas from a broad array of sources and systematically monetizes them
- He manages Point72 Ventures, which funds early-stage companies in financial technology, enterprise automation, artificial intelligence, and cybersecurity as the fund’s Managing Partner

Before joining Point72 in 2015, Mr. Granade co-founded Domino Data Lab, a data science platform that model-driven firms use to accelerate research, increase collaboration, and deliver high-impact models. Mr. Granade currently serves on its Board of Directors.

Earlier in his career, Mr. Granade served as Co-Head of Research for Bridgewater Associates, where he built and led teams that developed insights on the global economy, created new algorithmic systems for capturing alpha, and published Bridgewater’s market commentary, Daily Observations.

He serves on the Boards of Directors of several private companies, including Say, Inc. and Quantopian, Inc.

Mr. Granade earned his A.B. from Harvard College, where he was President of The Harvard Crimson, and his M.B.A. from Harvard Business School, where he was a George F. Baker Scholar.

Rick Rieder

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

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

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

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

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

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



Registration and Breakfast

Breakfast sponsored by Hospital for Special Surgery


Welcome Remarks


The Chairman

Jay Clayton, Chairman, United States Securities and Exchange Commission
Moderated by: Andrew Ross Sorkin, Co-Anchor, “Squawk Box,” CNBC


Where in the World is Alpha?

Escalating trade wars and plunging interest rates have jolted markets and sent the everelusive alpha deeper into hiding. So where are the leading global investors looking for opportunities? Which strategies have enough upside to justify their risk profile? These investors, overseeing some of the world’s most important pools of capital, will dive into delivering alpha.
Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset & Wealth Management
Luke Ellis, Chief Executive Officer, Man Group
Bruce Richards, Co-Managing Partner and Chief Executive Officer, Marathon Asset Management
Emmanuel Roman, Chief Executive Officer and Managing Director, PIMCO
Moderated by: Sara Eisen, Co-Anchor, “Squawk on the Street,” and
Co-Anchor, “Closing Bell,” CNBC


Beyond FAANG, Where are Tech’s Top Opportunities

With this acronym trade underperforming and under fire, many investors are re-thinking their tech investments. Which of those names remain worthy? What other tech names present alpha opportunities?
Glen Kacher, Chief Investment Officer and Founder, Light Street Capital
Scott Kupor, Managing Partner, Andreessen Horowitz
Ashbel Williams, Executive Director and Chief Investment Officer, Florida State Board of Administration
Moderated by: Scott Wapner, Host, “Fast Money Halftime Report,” CNBC


Coffee Break


Active Alpha

With a stock that’s soaring, the CEO at P&G and the activist-turned-board member have formed a profitable partnership that has delivered alpha for investors. Should shareholders fear a turn of the Tide, that the rally may Crest? We’ll dive into what’s working at the consumer products giant and explore how they proceed from here.
Nelson Peltz, Chief Executive Officer and Founding Partner, Trian Fund Management, L.P.
David Taylor, Chairman of the Board, President and Chief Executive Officer, Procter & Gamble
Moderated by: Jim Cramer, Host, “Mad Money w/Jim Cramer” and Co-Anchor, “Squawk on the Street,” CNBC


The Long And Short of It: A Conversation with Stock Pickers

The demise of stock picking has been long forecast. But these veterans continue to seek alpha by finding opportunities in individual names, long or short. We’ll talk active strategy in this passive world and get some fresh ideas.
James Chanos, Founder and Managing Partner, Kynikos Associates LP
Leon Cooperman, Chairman and Chief Executive Officer, Omega Advisors, Inc.
Moderated by: Scott Wapner, Host, “Fast Money Halftime Report,” CNBC


The American Economic Agenda

The Honorable Mike Pence, 48th and Current Vice President of the United States
Moderated by: Joe Kernen, Co-Anchor, “Squawk Box,” CNBC


Luncheon and Keynote Speaker: Alpha Excellence

Stephen A. Schwarzman, Chairman, Chief Executive Officer and Co-Founder, Blackstone; Author of “What it Takes: Lessons in the Pursuit of Excellence”
Moderated by: Becky Quick, Co-Anchor, “Squawk Box” and Anchor, “On the Money,” CNBC


Alpha Data

Navigating the data deluge. Investors are no strangers to the proliferation of big data. Utilizing data scraping, drones, AI and more, firms are relying on all sorts of data to get that alpha edge. Our panel tackles the latest trends, strategies and opportunities.
Matthew Granade, Managing Director and Chief Market Intelligence Officer, Point72 Asset Management
Dr. Ulrike Hoffmann-Burchardi, Senior Portfolio Manager, Tudor Investment Corporation
Dr. Michael Recce, Managing Director and Chief Data Scientist, Neuberger Berman
Moderated by: Melissa Lee, Host, “Fast Money” and “Options Action,” CNBC


Delivering Diversity

Commentary: Maeve DuVally, Managing Director, Corporate Communications, Goldman Sachs


The Alpha of ESG

How to do good by investing well: the intersection of outperformance and impact.

Afsaneh Mashayekhi Beschloss, Founder and Chief Executive Officer, The Rock Creek Group
Clifton S. Robbins, Founder and Chief Executive Officer, Blue Harbour Group, L.P.
Dr. Rajiv Shah, President, The Rockefeller Foundation
Moderated by: Leslie Picker, Reporter, CNBC


Mind Over Money

Oz Pearlman, Mentalist and Magician




High Interest

Global uncertainty, plunging/negative interest rates, the Fed under fire, trade wars – what’s a yield hunter to do? What’s the outlook for credit investors and where are the opportunities now?
Michael Arougheti, Co-Founder, Chief Executive Officer, President and Director, Ares Management Corp.
Sarah Bloom Raskin, Rubenstein Fellow, Duke University; Former Deputy Secretary, United States Department of the Treasury (2014-17); Former Governor, Federal Reserve Board (2010-14)
David C. Villa, Executive Director and Chief Investment Officer, State of Wisconsin Investment Board
Moderated by: Steve Liesman, Senior Economics Reporter, CNBC


The Apollo Mission

The co-founder of the $300 billion asset manager discusses alternative investing in a changing world.
Joshua Harris, Co-Founder and Senior Managing Director, Apollo Global Management
Moderated by: Leslie Picker, Reporter, CNBC


Cocktail Reception

Sponsored by Kaulig Capital



Advisory Board


  • GE Asset Management
  • IBM
  • Axis
  • Citi
  • EY
  • Prudential
  • Loews Corporation
  • United Technologies