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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