Today’s Agenda: The 2014 Delivering Alpha Conference

Here’s a look at what our team of editors and writers is up to today at our annual Delivering Alpha conference.


Get real-time updates on the conversations happening at the conference on our Delivering Alpha Live Blog.


8:20-8:30 a.m.: WELCOME

Master of Ceremonies: Tyler Mathisen, Co-Anchor, “Power Lunch” and “Nightly Business Report,” CNBC

  • Diane Alfano, Chairman, Institutional Investor
  • Mark Hoffman, President, CNBC

8:30-9:05 a.m.: KEYNOTE

Jacob J. Lew, The 76th United States Secretary of the Treasury

Interviewed by: Jim Cramer, Host, “Mad Money w/Jim Cramer” and Co-Anchor, “Squawk on the Street,” CNBC

*Please note: Doors will close at 8:20 a.m. sharp. No one will be permitted to enter or exit once the Treasury Secretary arrives. Doors will reopen at the conclusion of the opening keynote address.

9:05-9:35 a.m.: THE GLOBAL STAGE

Political unrest, monetary policy maneuvers, market uncertainty. Navigating an ever changing investment landscape. We’ll gather a group of world-class investors to debate and discuss opportunities and challenges across the globe.

Moderator: Kelly Evans, Co-Anchor, “Closing Bell,” CNBC


  • Lee Ainslie, Chief Executive Officer, Maverick Capital
  • Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset Management
  • Paul Marshall, Chief Investment Officer and Chairman, Marshall Wace LLP
  • Jane Mendillo, President and Chief Executive Officer, Harvard Management Company

9:35-10:00 a.m.: KEYNOTE

Ken Griffin, Founder and Chief Executive Officer, Citadel

Interviewed by: Kate Kelly, Wall Street Reporter, CNBC

10:00-10:30 a.m.: COFFEE BREAK

10:30-11:15 a.m.: BEST IDEAS

We’ve asked some of the world’s most renowned investors to share their best, most actionable ideas. Where should you put your next dollar? Find out here.


  • Leon G. Cooperman, Chairman, Omega Advisors, Inc.
  • Larry Robbins, Founder, Portfolio Manager and Chief Executive Officer, Glenview Capital Management
  • Michael Novogratz, Principal and Director, Fortress Investment Group LLC

11:15-11:50 a.m.: KEYNOTE

Stanley Druckenmiller, Founder, Duquesne Capital Management and Chief Executive Officer and Chairman, Duquesne Family Office LLC

Interviewed by: Joe Kernen, Co-Anchor, “Squawk Box,” CNBC


The best investors can envision what others cannot. Led by Re/code’s Kara Swisher, this all-star panel separates signal from noise, filtering an increasingly crowded and euphoric space for the best ideas and trends in technology.

Moderator: Kara Swisher, Co-Executive Editor, Re/code


  • Jim Breyer, Founder and Chief Executive Officer, Breyer Capital and Partner, Accel Partners
  • Shana Fisher, Managing Partner, High Line Venture Partners

12:20-2:20 p.m.: LUNCHEON WITH KEYNOTE

Chris Christie, The 55th Governor of New Jersey

Introduced by: M. Barry Bausano, President – Deutsche Bank Securities Inc. and Co-Head Global Prime Finance, Deutsche Bank

Interviewed by: John Harwood, Chief Washington Correspondent, CNBC

2:20-2:50 p.m.: KEYNOTE

John Paulson, President and Portfolio Manager, Paulson & Co. Inc.

Interviewed by: Melissa Lee, Host, “Fast Money” and “Options Action,” CNBC


A new generation of Alpha hunters share their top picks.

Moderator: Michael Peltz, Editor, Institutional Investor


  • Josh Birnbaum, Chief Investment Officer, Tilden Park Capital Management
  • Deepak Gulati, Chief Investment Officer, Argentière Capital
  • Jeffrey Smith, Managing Member, Chief Executive Officer and Chief Investment Officer, Starboard Value LP

3:30-4:00 p.m.: THE ACTIVIST AGENDA

Moderator: Andrew Ross Sorkin, Co-Anchor, “Squawk Box,” CNBC


  • Ken Moelis, Founder, Chairman and Chief Executive Officer, Moelis & Company
  • Nelson Peltz, Founding Partner and Chief Executive Officer, Trian Fund Management, L.P.

4:00-4:30 p.m.: COFFEE BREAK

4:30-5:15 p.m.: KEYNOTE

Carl Icahn, Chairman, Icahn Enterprises

Interviewed by: Scott Wapner, Host, “Fast Money Halftime Report,” CNBC

5:15-5:45 p.m.: MYSTERY GUEST


For more on the day’s event, visit