Bloomberg Invest

As we kickoff each day of Bloomberg Invest, our Innovation Stage will engage attendees with timely conversations on the transformations and technological advancements happening across finance and markets. From the expansion of artificial intelligence to the evolution of products and quant strategies, we’ll gather thought leaders to discuss and debate the future of finance.

Proudly Sponsored By Invesco QQQ

8:45 AM EDT – The Right Mix of Humans and Machines 
While artificial intelligence exploded onto the business scene in 2023, leaders in finance have been utilizing computer-driven strategies across portfolios for decades. As more investors and asset managers look to apply these technologies, it’s time to examine the optimal mix of quantitative and discretionary management. Additionally, how are firms thinking about where developments like generative AI can be utilized across data processing, risk management, execution, and more? We’ll convene leading voices from the institutional landscape in a dynamic conversation aimed to get you thinking.

• Claudia Perlich, Head of Strategic Data Science, Investment Management, Two Sigma
• Daniel Morillo, Head of Quantitative Investments, Freestone Grove Partners
• Moderator: Katie Greifeld, Anchor, Bloomberg Television

9:20 AM EDT – Embracing the AI Boom: In Conversation With Robyn Grew
Hear from the Chief of the world’s largest publicly traded hedge fund about how she is guiding the firm into the next generation of finance. She’ll discuss how the firm’s early roots in quantitative management and data analysis will translate to strategies that will enable returns for global clients in today’s volatile marketplace.

• Robyn Grew, CEO, Man Group
• Moderator: Romaine Bostick, Anchor, Bloomberg Television

From AI to fintech to digital health, market trends reveal a robust demand for innovative solutions across the tech sector. Private capital has a pivotal role to play in fueling technological advancements and the transformation of what is possible. How can investors help meet the moment and aid businesses to make the most of today’s disruptive technologies and in which markets? How do we address digital infrastructure needs to enable continued progress? Investors share insight into the risk and reward balancing act and what they are optimistic about in today’s complex and fast-evolving tech landscape.
This session is sponsored by Mubadala and is not Bloomberg editorial content.

• Kristin Roth DeClark, Global Head of Technology Investment Banking, Barclays
• Farhan Naqvi, Chief Financial Officer & Head of Corporate Development, iLearningEngines
• Moderator:  Mandeep Singh, Global Head of Technology Research, Bloomberg Intelligence

• Host: Sonali Basak, Global Finance Correspondent, Bloomberg

Todd Boehly rose to fame on Wall Street for building up Guggenheim’s asset management unit and has since built his own private capital firm, Eldridge Industries, into a multi-billion dollar empire. In his next adventure, he’s looking to bolster the firm’s asset management prowess with a new $65 billion business. Hear more on his plans and the opportunities he’s looking at across credit, real estate and more.

• Todd L. Boehly, Co-Founder, Chairman & CEO, Eldridge Industries
• Host: Sonali Basak, Global Finance Correspondent, Bloomberg

When it comes to building a tech-focused portfolio, Philippe Laffont has often been ahead of the trends. From owning semiconductors, chip manufacturers and early AI adopters to taking major ownership stakes in tech titans including Nvidia and Microsoft, he has consistently spearheaded effective long strategies. In this conversation with David Rubenstein, Laffont will share his current investment outlooks and strategies to deliver in today’s fast moving market.

• Philippe Laffont, Founder & Portfolio Manager, Coatue Management
• Moderator: David M. Rubenstein, Co-Founder & Co-Chairman, The Carlyle Group & Host, Bloomberg Wealth

Amid choppy market conditions, two of the industry’s most seasoned investors will discuss their outlooks for the macroeconomic environment as well as challenges facing credit. The chief executives will also explore which corners of the market still offer prime opportunities for growth as well as stability. Lastly, how are they guiding their respective firms through turbulence stemming from multiple wars, high inflation and an upcoming presidential election?

• Katie Koch, President & CEO, The TCW Group
• Robert O’Leary, Co-CEO & Portfolio Manager, Oaktree Capital
• Moderator: Lisa Abramowicz, Anchor, Bloomberg Television

• Ryan McCormack, Senior Factor and Core Equity Strategist, Invesco
• Moderator: Michelle Lynn, Global Head of Data, Insights & Planning, Bloomberg

Effective strategies for asset allocation remains one of finance’s most compelling debates. In a wide-ranging conversation with top allocators, we’ll get their candid takes on current portfolio construction, what they look for when picking managers and how they are navigating global risks as they look to grow assets on behalf of one of America’s elite endowments and one of the world’s largest pension funds.

• Edwin Cass, Chief Investment Officer, CPP Investments
• Kim Lew, President & CEO, Columbia Investment Management Company
• Moderator: Manus Cranny, Anchor, Bloomberg Television

Boaz Weinstein has long been one of the world’s most outspoken investors. From calling out risks related to corporate credit to successfully betting against the London Whale, he’s been front and center for some of the biggest moments in finance. Now, he is challenging many of the largest asset managers when it comes to the true value of closed-end funds. In this conversation, Boaz will discuss why he’s championing the strategy of CEF arbitrage.

• Boaz Weinstein, Founder & Chief Investment Officer, Saba Capital Management
• Moderator: Sonali Basak, Global Finance Correspondent, Bloomberg

Bloomberg Businessweek’s inaugural Ones to Watch list identifies the people who are poised to be the leaders of tomorrow in finance and investing. The list will span the industry — from investment banking and asset management to fintech, consumer finance, market structure, private credit, and everything in between. Get a front row seat to meet this rising class of stars.

• Akila Grewal, Partner & Global Head of Credit Product, Apollo
• Moderator: James E. Ellis, Assistant Managing Editor, Bloomberg Businessweek

Join us for an exclusive lunch gathering to hear how companies are implementing emerging technologies and the impact it has had on their businesses. We’ll focus on providing concrete examples of business transformations enabled by technology, including where companies have had the most ROI from technology investments, and lessons learned along the way. These conversations will provide investors insights on what to look for as they pick the next set of winners.
Proudly Sponsored By Invesco QQQ

12:30 PM EDT – Welcome Remarks

• Brody Ford, Enterprise Reporter, Bloomberg

12:35 PM EDT – Opening Remarks 

• Ryan McCormack, Senior Factor and Core Equity Strategist, Invesco

12:40 PM EDT – Fireside Chat: A Look Inside IBM

• Joanne Wright, Senior Vice President, Transformation and Operations, IBM
• Moderator: Brody Ford, Enterprise Reporter, Bloomberg

1:00 PM EDT – The Impact of Technology on Business Models 

Investments in technology have grown exponentially as companies try to stay ahead of the curve and find new ways to streamline operations and delight their customers.  Even within industries, companies are finding the ROI of their technology investments in different places. For some it’s been their fulfillment operations, for others marketing. These business and technology leaders will share where their companies have invested in the latest technologies and where they have seen the most ROI. The conversation will include ways that businesses have changed their operations and strategies as a result of technological advances.

• Debika Bhattacharya, Chief Technology Solutions Officer, Verizon Business
• Bill Pappas, Executive Vice President, Head of Global Technology and Operations, MetLife
• Ken West, President & CEO, Energy & Sustainability Solutions, Honeywell
• Moderator: Norah Mulinda, Equities Reporter, Bloomberg

• Host: Sonali Basak, Global Finance Correspondent, Bloomberg

According to the IMF, the global private credit market has surpassed $2 trillion in size. At that value, private credit is now arguably too big to fail and certainly too big to ignore. However, are cracks beginning to form in one of the most in-demand asset classes? Whispers on Wall Street are becoming more pronounced as concerns over stability continue to rise. In this conversation, one of the industry’s top credit watchers will discuss the risks, opportunities and misconceptions when it comes to one of the hottest corners of the market.

• John Zito, Partner & Deputy Chief Investment Officer Credit, Apollo
• Moderator: Sonali Basak, Global Finance Correspondent, Bloomberg

Ahead of the most consequential presidential election in American history, SEC Chair Gary Gensler is heads down pushing forward regulatory frameworks. In a recent post, he reminded investors that “[w]e’re not done” when it comes to enacting new rules. On the back of moves in crypto and climate disclosures, we’ll hear about the SEC’s top priorities for the rest of 2024 and how Mr. Gensler is staying the course amid disapproval from industry critics.

• Gary Gensler, Chair, U.S. Securities and Exchange Commission
• Moderator: Annmarie Hordern, Anchor, Bloomberg Television

• Gina Martin Adams, Global Head of Portfolio Strategy & Chief Equity Strategist, Bloomberg Intelligence

Is the market irrationally frothy? Is it harder to be a quant investor today versus history? We’ll talk to Cliff Asness of AQR about how AQR is still winning despite today’s wild markets, and how the quant firm has changed since the start of the 2018-2020 “quant winter.”

• Cliff Asness, Founder, Managing Principal & Chief Investment Officer, AQR Capital Management
• Moderator: Sonali Basak, Global Finance Correspondent, Bloomberg

• Sean Ginevan, Head of Global Technology Partnerships, Android Enterprise

The responsibility of protecting and growing a collective almost $1.5 trillion in assets under management is a daunting task in the current economic climate. In this discussion, two leading CIOs will discuss and debate the most effective approaches for uncovering fresh opportunities and positioning their portfolios to deliver returns across geographies and asset classes.

• Saira Malik, Chief Investment Officer, Nuveen, a TIAA Company
• Mohammed Al-Sowaidi, Chief Investment Officer Region Americas, Qatar Investment Authority
• Moderator: Matthew Miller, Anchor, Bloomberg Television

When it comes to dealmaking, Paul Taubman is top of his class. Considered by many to be one of the world’s top M&A bankers, PJT has been a driving force and voice behind large M&A deals across industries. In this conversation, he’ll discuss the current state of M&A, the future of private capital and what it’s going to take to get companies and cash off the sidelines.

• Paul J. Taubman, Founder, Chairman & CEO, PJT Partners
• Moderator: Sonali Basak, Global Finance Correspondent & Host, Bloomberg

 Join Bloomberg for an exclusive recording of Joe Weisenthal and Tracy Alloway’s hit podcast “Odd Lots.” They’ll host a business leader for an in-depth conversation encompassing the complex issues and newest crazes in finance and markets.
Proudly Sponsored By Principal Asset Management

5:00 PM EDT – Opening Remarks

• Mansi Patel, Senior Managing Director Infrastructure Debt, Principal Asset Management

5:05 PM EDT – “Odd Lots” Live

• Brad Jacobs, Chairman & CEO, QXO
• Moderator: Tracy Alloway, Co-Host “Odd Lots”, Bloomberg
• Moderator: Joe Weisenthal, Co-Host “Odd Lots”, Bloomberg

Investing in climate resilience is crucial for mitigating environmental risks and seizing opportunities in a rapidly changing world. Technology, innovation and AI play a pivotal role in this endeavor, enabling investors and financial institutions to identify climate risks proactively and take decisive action to build a resilient ecosystem for the future.

Join us in conversation to gain insights into cross-sector collaboration, ecosystem building, and innovative financing mechanisms mobilizing climate adaptation investments through a candid and open dialogue with senior professionals addressing resilience-based strategies.

As we kickoff each day of Bloomberg Invest, our Innovation Stage will engage attendees with timely conversations on the transformations and technological advancements happening across finance and markets. From the expansion of artificial intelligence to the evolution of products and quant strategies, we’ll gather thought leaders to discuss and debate the future of finance.

Proudly Sponsored By Invesco QQQ

8:50 AM ET – Pulse Check on AI Adoption: A Presentation

There has been an undeniable push to embrace AI across corporate narratives, but it’s worth taking a closer look at which companies are leading the innovation charge in financial services. In part one of our morning, Evident presents the latest findings of their AI index which assesses and measures how the world’s largest banks are tracking and progressing when it comes to AI readiness in the areas of talent, innovation, leadership, and transparency.

• Alexandra Mousavizadeh, Co-Founder & CEO, Evident

9:05 AM ET – Pulse Check on AI Adoption: Panel Discussion

When it comes to maximizing impact, harnessing AI-powered technologies continues to be top of mind for many across finance and investment. While asset size and agility may have been driving forces for past success, the next wave of dominant companies could be measured by how well they use technologies to harness their data to create innovative and personalized products and services. In part two, we’ll convene tech leaders topping the Evident AI Index for a deeper discussion on where they are applying AI across different parts of the financial enterprise.

• Deb Lindway, Executive Vice President & Head of AI, PNC
• Derek Waldron, Chief Analytics Officer, JPMorgan Chase
• Moderator: Scarlet Fu, Anchor, Bloomberg Television

9:30 AM EDT – Practical AI Innovation: Understanding User Paradigms to Drive Enterprise Technology Transformation

Artificial intelligence continues to inspire big technology innovations, but how much of it is useful in the investment industry? As companies assess the new promises of generative AI as a means to gain an edge, they are also weighing potential regulation and controls. In today’s information age, decision makers have an opportunity to balance their firm’s digital transformation with practical AI applications and knowledge tools that support their unique investment process.

• Wayne Barlow, Global Head of Core Product, Bloomberg

Join us for a breakfast briefing geared toward wealth management leaders spanning family offices, private wealth, and financial advisors who are looking to gleam insights into optimal strategies for providing value and new opportunities to clients, while also attracting and guiding the next generation of investors to further prosperity. We’ll look to explore the differentiated needs and behaviors of this new population, gain insights from leaders who are successfully navigating such transfers, and learn what kinds of new investment opportunities and diversification tactics are available to this burgeoning generation.
Proudly Sponsored By MassMutual

8:45 AM ET – Welcome Remarks

• Hema Parmar, Investing Reporter, Bloomberg

8:50 AM ET – Opening Remarks

• Vaughn Bowman, Head of Wealth Management, MassMutual

8:55 AM ET – Women as the New Face of Wealth 

• Sallie Krawcheck, CEO, Ellevest
• Moderator: Amanda Cantrell, US Investing Team Leader, Bloomberg

9:15 AM ET – Meeting the Needs of the Rising Generation 

• Clark Cheng, CEO, Merrimac
• Stephanie Birrell Luedke, Head of Private Wealth, Neuberger Berman
• Aron Kershner, Co-Head of Portfolio Management Quantitative Equity Solutions, Goldman Sachs Asset Management
• Moderator: Hema Parmar, Investing Reporter, Bloomberg

9:45 AM ET – Closing Remarks

• Host: Sonali Basak, Global Finance Correspondent & Host, Bloomberg

Many would agree that, when it comes to the American equivalent of knighthood, there’s no higher achievement than owning a professional sports franchise. Private equity titan Josh Harris most recently added the Washington Commanders to his portfolio and will discuss his outlook for American and European clubs and leagues. He’ll also discuss valuations across sports, broadcast rights, and the potential for new arenas.

• Josh Harris, Founder, 26North & Managing Partner, Washington Commanders
• Moderator: Jason Kelly, Chief Correspondent, Bloomberg Originals

Private equity has increasingly become an area where investors can expect major returns from innovative products and companies. But will that continue in 2024? The Chief Executive of Ares will analyze the demand for privates including debt, credit and real estate. Plus, as a newly minted owner of the Baltimore Orioles, we’ll get his insights on sports investing and owning a professional baseball team.

• Michael Arougheti, Co-Founder, CEO & President, Ares Management
• Moderator: Sonali Basak, Global Finance Correspondent & Host, Bloomberg

• Vaughn Bowman, Head of Wealth Management, MassMutual
• Moderator: Michelle Lynn, Global Head of Data, Insights & Planning, Bloomberg

Wall Street dealmakers, anticipating the fallout from a polarizing U.S. election alongside looming geopolitical threats, have pushed to close deals in the first half of 2024. Indeed, with strong market conditions still intact, investors have yet to curb spending and are forging ahead with new transactions in an effort to stay ahead of anticipated volatility. With this, how can investors take advantage of opportunities across global credit? And can major firms move quickly to keep pace with financing demands stemming from fresh M&A activity? This discussion will offer expert perspective on the true cost of capital as well as the evolving environment for lending and financing.

• Mark Jenkins, Head of Global Credit, Carlyle
• Christina Minnis, Managing Director & Global Head of Finance Acquisition, Goldman Sachs
• Moderator: Dani Burger, Anchor, Bloomberg Television

As M&A activity continues to gain momentum in 2024, investors are gauging which sectors are prime for opportunity. In this discussion, Ray will unpack where he’s most constructive in both U.S. and global markets. Additionally, he’ll weigh in on the demand for private capital and how everything from Fed policy to uncertainty around the US Presidential election could impact dealmaking.

• Raymond J. McGuire, President, Lazard
• Moderator: David Westin, Anchor, Bloomberg Television

From Reddit to cruise operator Viking, many have pointed to the success of these recent IPOs as the reopening of capital markets. We’ll hear from early and late-stage investors about the current environment for private investment, whether they believe the IPO drought has ended, and of course, how AI is making its way into all corners of the market as they look to invest in and help build the companies of the future.

• Nick Laster, Founder & Chief Investment Officer, Lykos Global Management
• Rebecca Lynn, Co-Founder & General Partner, Canvas Ventures
• Moderator: Caroline Hyde, Anchor, Bloomberg Television

The professional golf landscape is rapidly shifting underneath the feet of players, fans and sponsors alike. And, standing at the forefront of major innovations are Mark Attanasio and Tom Werner’s Strategic Sports Group following their $3 billion investment in the PGA Tour. With this transformative deal inked, how will private equity investments continue to drive change in the game of golf? How will fresh capital enable global growth? We’ll unpack their vision for the future of the sport and discuss new investment opportunities in 2025 and beyond.

• Mark Attanasio, Co-Founder & Managing Partner, Crescent Capital Group; Chairman & Principal Owner, Milwaukee Brewers Baseball Club
• Tom Werner, Chairman & Co-Founder, Fenway Sports Group
• Moderator: Jason Kelly, Chief Correspondent, Bloomberg Originals