11:45–12:15 p.m. Best Ideas For Alpha
Panelists:
- James Chanos, Founder and Managing Partner, Kynikos Associates
- Alexander J. Roepers, Founder and Chief Investment Officer, Atlantic Investment Management
Moderators:
- Melissa Lee, Host, “Fast Money” and “Options Action,” CNBC
- Guy Adami, CNBC Contributor and Director of Advisor Advocacy, Private Advisor Group
12:15–2:15 p.m. Luncheon
Luncheon sponsored by: AARP
David M. Rubenstein, Co-Founder and Co-Executive Chairman, The Carlyle Group
Interviewer: Becky Quick, Co-Anchor, “Squawk Box” and Anchor, “On the Money,” CNBC
2:15–2:45 p.m. Rates, Risks, Returns
- Howard Marks, Co-Chairman, Oaktree Capital
Interviewer: Scott Wapner, Host, “Fast Money Halftime Report,” CNBC
2:45–3:15 p.m. Best Ideas For Alpha
Panelists:
- Alexander J. Denner, Founding Partner and Chief Investment Officer, Sarissa Capital Management LLP
- Samantha Greenberg, Chief Investment Officer, Margate Capital Management LP
Moderators:
- Melissa Lee, Host, “Fast Money” and “Options Action,” CNBC
- Guy Adami, CNBC Contributor and Director of Advisor Advocacy, Private Advisor Group
3:15–3:45 p.m. Tales From The Crypto
Panelists:
- Jeremy Allaire, Co-Founder and Chief Executive Officer, Circle
- Barry Silbert, Founder and Chief Executive Officer, Digital Currency Group
Moderator: Melissa Lee, Host, “Fast Money” and “Options Action,” CNBC
3:45–4:15 p.m. Coffee Break
4:15–4:45 p.m. Alpha Strategy Session
Panelists:
- Suni Harford, Head of Investments, UBS Asset Management
- Marc Levine, Chairman, Illinois State Board of Investment
- Kristi Mitchem, Chief Executive Officer and Head, Wells Fargo Asset Management
- David C. Villa, Chairman and Chief Investment Officer, State of Wisconsin Investment Board
Moderator: Scott Wapner, Host, “Fast Money Halftime Report,” CNBC
4:45–5:15 p.m. Midterms, China And Trump: A Political And Economic Perspective With Steve Bannon
- Stephen K. Bannon, Former White House Chief Strategist and Chief Executive Officer of Trump Campaign
Interviewer: Michelle Caruso-Cabrera, Chief International Correspondent and Co-Anchor, “Power Lunch,” CNBC
5:15 p.m. Cocktail Reception
Related: Harvard and Yale’s Investing Models Should be Available to Every Investor
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