Full Coverage of the 2018 Annual Delivering Alpha Conference

One of the top investment line-ups of the year. The 8th annual CNBC and Institutional Investor run Delivering Alpha Conference – with the most famous names in the investment community especially hedge fund managers – took place on July 18, 2018.

Stay tuned for a lot of our in-depth coverage today and in coming days especially at ValueWalkPremium.com

Links for all of our coverage can be found below – bookmark this page and/or sign up for our free newsletter, push notifications, to get the latest and in-depth analysis.

8th Annual Delivering Alpha Conference 2018 Coverage

Check out the coverage of the 8th annual Delivering Alpha Conference below.

Larry Kudlow

• Jim Cramer And Larry Kudlow Talk Tariffs At CNBC Institutional Investor Delivering Alpha Conference

Ken Griffin

• Ken Griffin Talks Trade Policy, Apple, Google And Banking
• Bitcoin =Trash – Ken Griffin From CNBC Institutional Investor Delivering Alpha Conference

Marc Lasry

• Marc Lasry Talks Impact Investing And His Big New Crypto Purchase
• Marc Lasry: Has One Percent Of Wealth In Bitcoin

Mary Callahan Erdoes

• Mary Callahan Erdoes: FX Risk Weighing Heavily

Jim Chanos

• Jim Chanos Says Short Envision Healthcare: Is Not Impressed With Elon Musk

David Rubenstein

• David M. Rubenstein On PE Investing

Howard Marks

• Oaktree’s Marks: Stocks are probably fairly priced here
• Howard Marks – We Are In The 8th Inning

Alex Roepers

Short Tesla, long internal combustion engine automobiles says Atlantic Investment CIO

Alex Denner

• Biogen is Sarissa’s Denner best idea at Delivering Alpha
• Alex Denner adds Ironwood Pharma and Medicines Co. to best picks

Samantha Greenberg

• Samantha Greenberg’s best idea at Delivering Alpha: Take-Two Interactive

Jonathan Gray

• Jonathan Gray on China: There are big issues at stake

Suni Harford

• UBS’s Harford: We are absolutely invested in China

8th Annual Delivering Alpha Conference 2018 Agenda

7:30–8:30 a.m. REGISTRATION AND BREAKFAST

Breakfast sponsored by: Hospital for Special Surgery

8:30–8:45 a.m. Welcome Remarks

Master of Ceremonies: Tyler Mathisen, Co-Anchor, “Power Lunch” and Vice President, Events Strategy, CNBC

• Diane E. Alfano, Chairman and Chief Executive Officer, Institutional Investor
• Mark Hoffman, Chairman, CNBC

8:45–9:15 a.m. Opening Keynote

• Lawrence A. Kudlow, Director, United States National Economic Council

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

9:15–9:45 a.m. Delivering Global Alpha

Panelists:

• Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset & Wealth Management
• Marc Lasry, Chairman, Chief Executive Officer and Co-Founder, Avenue Capital Group
• Cyrus Taraporevala, President and Chief Executive Officer, State Street Global Advisors

Moderator: Michelle Caruso-Cabrera, Chief International Correspondent and Co-Anchor, “Power Lunch,” CNBC

9:45–10:15 a.m. Fortifying Citadel

• Kenneth C. Griffin, Founder and Chief Executive Officer, Citadel

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

10:15–10:45 a.m. ALPHA UNDER THE RADAR

• Edgar Wachenheim III, Founder, Chief Executive Officer and Chairman, Greenhaven Associates, Inc.

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

10:45–11:15 a.m. Coffee Break

11:15–11:45 a.m. Alpha Spotlight

• Jonathan Gray, President and Chief Operating Officer, Blackstone

Interviewer: David Faber, Co-Anchor, “Squawk on the Street,” CNBC