Top Investment Takeaways from Delivering Alpha

For those who missed it, here’s a summary of the top investment ideas from Wednesday’s conference.

By Ben Baris

With more than 25 speakers, Wednesday’s Delivering Alpha conference at the Pierre Hotel in New York City offered attendees dozens of investment ideas and macro predictions (and some memorable one-liners from legendary corporate raider-turned-activist investor Carl Icahn). In case you missed it, here is a collection of ideas shared by managers and institutional investors:

Manager Recommendations/Strategies
Mary Callahan Erdoes, J.P.

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