CNBC hosts hedge fund ideas presentation and interviews

8:20-8:50 a.m. The View From Treasury

  • Steven Mnuchin, The 77th United States Secretary of the Treasury

9:00-9:30 a.m. A World of Opportunity


  • Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset Management
  • Marc Lasry, Chairman, Chief Executive Officer & Co-Founder, Avenue Capital Group
  • Others as well

9:30-9:45 a.m. Best Idea for Alpha

  • Leon G. Cooperman, Chairman, Omega Advisors

9:45-10:15 a.m. One on One interview with Ray Dalio

  • Raymond Dalio, Founder, ‎Chairman & Chief Investment Officer, Bridgewater Associates

10:45-11:15 a.m. One on One interview with Steve Schwarzman

  • Stephen A. Schwarzman, Chairman, Chief Executive Officer & Co-founder, The Blackstone Group

11:15-11:30 a.m. Best Idea for Alpha

  • Jeffrey Smith, Managing Member, Chief Executive Officer & Chief Investment Officer, Starboard Value

11:30 a.m.-12:00 p.m. Ed Garden and Ed Breen


  • Ed Garden, Chief Investment Officer & Founding Partner, Trian Partners
  • Edward D. Breen, Chief Executive Officer, DowDuPont

12:00-12:30 p.m. One on One with Julian Robertson

  • Julian H. Robertson Jr., Co-Founder, Chairman & Chief Executive Officer, Tiger Management

12:30-2:15 p.m. Lunch


  • James G. Coulter, Founding Partner, TPG

2:15-2:45 p.m. What's So Scary About AI?


  • Jim Breyer, Founder & Chief Executive Officer, Breyer Capital
  • Tom Siebel, Chairman & Chief Executive Officer, C3 IoT

2:45-3:00 p.m. Best Idea for Alpha

  • James S. Chanos, Founder & Managing Partner, Kynikos Associates

3:00-3:30 p.m. Bank Boss

  • Jamie Dimon, Chairman, Chief Executive Officer & President, JPMorgan Chase

4:00-4:30 p.m. Debt


  • Jeffrey H. Aronson, Co-Founder & Managing Principal, Centerbridge Partners
  • Michael Vranos, Founder & Chief Executive Officer, Ellington Management Group
  • Boaz Weinstein, Founder & Chief Investment Officer, Saba Capital Management

4:30-4:45 p.m. Best Idea for Alpha

  • Mick McGuire, Founder & Managing Partner, Marcato Capital Management

4:45-5:15 p.m. Alpha Investor Insights

  • Chamath Palihapitiya, Founder & Chief Executive Officer, Social Capital
  • Barry Sternlicht, Chairman & Chief Executive Officer, Starwood Capital Group

Palihapitiya was touting Tesla at Ira Sohn.

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