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
Panelists:
- 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
Panelists:
- 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
KEYNOTE: The ABCs of TPG
- James G. Coulter, Founding Partner, TPG
2:15-2:45 p.m. What's So Scary About AI?
Panelists:
- 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
Panelists:
- 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.
