Bloomberg Invest

Pre-registration is required for this in person event & attendance is limited.

Kicking off of the most influential conversations in finance, economics and investing, Bloomberg’s New Voices initiative celebrates 5 years at a special gala dinner. Join some of the 500+ alumni globally from a program that has successfully increased representation of women and historically underrepresented executives in media. At this event, we’ll feature an international panel of New Voices alums and a fireside chat with a special guest.

• Alisa Mall, Chief Investment Officer, DFO Management
• John Micklethwait, Editor-in-Chief, Bloomberg
• Laura Zelenko, Senior Executive Editor & New Voices Founder, Bloomberg

The hunt for yield in today’s inflationary environment remains an increasingly daunting task. In this briefing, panelists will discuss opportunities for active fixed income managers. Additionally, how can all investors approach every type of note: From short duration to long duration and from high quality to high yield, what’s the correct way to read signals from the curve?

• Art Hogan, Chief Market Strategist, B. Riley Wealth
• Winnie Cisar, Global Head of Strategy, CreditSights
• Alisa Rusanoff, Head of Credit, Crescendo Asset Management
• Bloomberg Moderator: Janet Wu, Anchor & Reporter, Bloomberg

• Ann Miletti, Head of Active Equity & Chief Diversity Officer, Allspring Global Investments

Bank meltdowns, historic inflation and an oil shock are just some of the developments that have roiled an already fragile global economy. With this, what can the last twenty years tell us about the next twenty years of investing? What has changed and what has remained the same? We’ll analyze the current environment and discuss how all generations of investors can prepare.

• Sherry Paul, Senior Portfolio Manager Director, Morgan Stanley Private Wealth Management
• Moderator: Janet Wu, Anchor & Reporter, Bloomberg

From traditional assets to alternatives, how can investors allocate effectively during a downturn? And, amid threats of a deep recession, which sectors will offer the strongest returns? With that, should US investors also reassess equity opportunities within foreign markets? In this discussion, we’ll explore a variety of strategies and examine how to identify catalysts that could signal a rebound.

• David Kelly, Chief Global Strategist, J.P. Morgan Asset Management
• Kristin Olson, Alternative Capital Markets Group Global Head, Goldman Sachs
• Bloomberg Moderator: Norah Mulinda, Equities Reporter, Bloomberg

9:00 AM EDT – Welcome Remarks & Opportunities, Outlooks and Warnings  

• Stanley Druckenmiller, Chairman & CEO, Duquesne Family Office
• Moderator: Sonali Basak, Global Finance Correspondent, Bloomberg Television

9:35 AM EDT – New Technology & the Future of Financial Systems

• Adena Friedman, Chair & CEO, Nasdaq
• Moderator: David Westin, Anchor & Reporter, Bloomberg Television

9:55 AM EDT –  In Conversation With Henry Kravis

• Henry Kravis, Co-Founder & Co-Executive Chairman, KKR
• Moderator: Jason Kelly, Host & Executive Producer, Bloomberg Originals

10:20 AM EDT – Networking Break 

10:40 AM EDT – The Retirement Crisis and Wealth Inequality

• Thasunda Brown Duckett, President & CEO, TIAA
• Moderator: Sonali Basak, Global Finance Correspondent, Bloomberg Television

11:00 AM EDT – In Conversation With Dawn Fitzpatrick 

• Dawn Fitzpatrick, CEO & Chief Investment Officer, Soros Fund Management
• Moderator: Erik Schatzker, Editorial Director, Bloomberg New Economy

11:20 AM EDT – NEOM Sponsor Spotlight: Redefining Sustainability, Livability and Business Amid Current Global Challenges

• Dr. Manar Al Moneef, Chief Investment Officer, NEOM Investment Office
• Moderator: Jessica Webber, Global Head Bloomberg Live Experiences

11:25 AM EDT – AI & the Future of Finance 

• Marty Chavez, Vice Chairman & Partner, Sixth Street
• David Siegel, Co-Founder & Co-Chairman, Two Sigma

• Moderator: Katie Greifeld, Anchor & Reporter, Bloomberg

11:45 AM EDT – Leveling the Playing Field in Women’s Sports

• Catherine Engelbert, Commissioner, WNBA
• Moderator: Scarlet Fu, Anchor & Reporter, Bloomberg Television

12:00 PM EDT – Coinbase Responds

• Brian Armstrong, Co-Founder, Chairman & CEO, Coinbase
• Moderator: Sonali Basak, Global Finance Correspondent, Bloomberg Television

Click here for real-time transcription of this session.  Please excuse any typos.  The final transcription will be available in this page after the event concludes.

For perspective on how to find opportunities within the publicly-traded infrastructure market, this session will unpack key drivers that all investors need to watch. High rates and high levels of inflation continue to drive volatility across financial markets. However, when it comes to infrastructure, which includes all utilities, rail, airports, toll roads, energy and communications, investors have found stable assets that can seemingly maintain long-term value and also withstand near-term inflationary shocks. In this discussion, we’ll analyze the drivers of growth for publicly-traded infrastructure equity and debt and discuss  how these strategies can offer unique diversification opportunities within a portfolio.

• Randy Gerardes, Managing Director of Public Finance, Assured Guaranty
• Emily Foshag, Portfolio Manager Listed Infrastructure, Principal Asset Management
• Moderator: Skylar Woodhouse, Reporter, Bloomberg

In today’s housing market, a generation of young buyers are struggling to purchase a first home. However, a promising trend is emerging as many real estate investors have focused on supporting entire communities. The belief is that private investments and capital injections for underserved markets will lead to prosperity, stability and more opportunities for ownership. Ultimately, the long-term goal is to enable families to find affordable homes, as well as high-paying jobs and quality schools, in one location. In this session, we’ll speak with an industry leader who has championed the investment approach of building better communities.

• Onay Payne, Managing Director of Real Estate, Lafayette Square
• Moderator: Claire Obusan, Program Manager, Bloomberg New Voices

1:30 PM – 5:00 PM EDT

1:30 PM EDT –Welcome Back & Making a Buck in Sports

• Marc Lasry, Chairman & CEO, Avenue Capital Group
• Moderator: Jason Kelly, Host & Executive Producer, Bloomberg Originals

 1:50 PM EDT – The Looming Credit Crunch

• Boaz Weinstein, Founder & Chief Investment Officer, Saba Capital Management
• Moderator: Lisa Abramowicz, Anchor, Bloomberg Television

2:10 PM EDT – Today’s Assets: From Safe & Secure to Risky & Untouchable 

• David Hunt, CEO, PGIM
• Hanneke Smits, CEO, BNY Mellon Investment Management
• Moderator: Amanda Cantrell, US Investing Team Leader, Bloomberg
  

2:30 PM EDT – Wall Street Week With Ray Dalio

• Ray Dalio, Founder, Bridgewater
• Moderator: David Westin, Anchor, Bloomberg Television

2:55 PM EDT – Principal Asset Management Sponsor Spotlight: Investment Trends Shaping Asset Management Today

• Seema Shah, Chief Global Strategist, Principal Asset Management
• Moderator: Emilie Gallagher, Global Head of FX, Commodities & Economics Product, Bloomberg

3:05 PM EDT – Networking Break

3:25 PM EDT – In Conversation With Brian Moynihan

• Brian Moynihan, Chairman & CEO, Bank of America
• Moderator, David Westin, Anchor, Bloomberg Television

3:45 PM EDT – The Young Investor’s Guide to Markets 

• Presenter: Kyla Scanlon, Author, Educator & Contributor, Bloomberg Opinion

3:55 PM EDT – Earn Your Leisure

• Rashad Bilal, CEO, Earn Your Leisure
• Troy Millings, CEO, Earn Your Leisure
• Moderator: Caroline Hyde, Anchor, Bloomberg Television

4:15 PM ET – The State of Dealmaking

• Anu Aiyengar, Global Head Mergers & Acquisitions, J.P. Morgan
• Ethan Klingsberg, Partner & Co-Head of US Corporate and M&A, Freshfields
• Moderator: Ed Hammond, Senior Deals Reporter, Bloomberg

4:40 PM  EDT – In Conversation With John Graham 

• John Graham, President & CEO, CPP Investments
• Moderator: Matt Miller, Anchor, Bloomberg Television & Radio

5:00 PM EDT – Closing Remarks

• Matt Miller, Anchor, Bloomberg Television & Radio

 

Click here for real-time transcription of this session.  Please excuse any typos.  The final transcription will be available in this page after the event concludes.

Proudly Sponsored by Principal Asset Management

Pre-registration is required for this in person session & attendance is limited

Bloomberg Invest will conclude its first full day with an exclusive taping of Joe Weisenthal and Tracy Alloway’s hit podcast “Odd Lots.” Join us for refreshments, conversation, and expert analysis from a special guest on the hottest topics across finance and economics.

6:00 PM EDT – General Registration & Networking 

7:00 PM EDT – Opening Remarks

• Tracy Alloway, Co-Host “Odd Lots”, Bloomberg
• Amanda Wilson, Managing Director & Head of US & Canada Institutional and Global Consultant Relations, Principal Asset Management

7:00 PM EDT – Bloomberg “Odd Lots” LIVE

• Steve Eisman, Senior Portfolio Manager, Neuberger Berman
• Moderator: Tracy Alloway, Co-Host “Odd Lots”, Bloomberg
• Moderator: Joe Weisenthal, Co-Host “Odd Lots”, Bloomberg

8:00 PM EDT – Closing Networking Reception

8:30 PM EDT – Event Concludes

9:00 AM EDT – Welcome Remarks & In Conversation With John Waldron

• John Waldron, President & Chief Operating Officer, Goldman Sachs
• Moderator: Sonali Basak, Global Finance Correspondent, Bloomberg Television

9:30 AM EDT – Next Generation Wealth 

• Raj Dhanda, Global Head of Wealth Management, Ares
• Ida Liu, Global Head, Citi Private Bank
• Saira Malik, Chief Investment Officer, Nuveen
• Moderator: Kailey Leinz, Anchor & Reporter, Bloomberg Television

9:55 AM EDT – Invesco QQQ Sponsor Spotlight: The Influence of Innovation

• Paul Schroeder, QQQ Equity Product Strategist, Invesco
• Moderator: Brandon Harris, Global Head of Marketing Management & Strategy, Bloomberg

10:00 AM EDT – Geopolitics & What It Means For Your Portfolio 

• Admiral Mike Rogers, Former Director, National Security Agency
• Moderator: Annmarie Hordern, Washington Correspondent, Bloomberg Television & Radio

10:25 AM EDT – In Conversation With Nassim Nicholas Taleb

• Nassim Nicholas Taleb, Distinguished Scientific Advisor, Universa
• Moderator: Tom Keene, Anchor, Bloomberg Television & Radio

10:50 AM EDT – Networking Break

11:10 AM EDT – Effectively Navigating Through Volatility

• Katie Koch, CEO, TCW
• Moderator: Romaine Bostick, Anchor, Bloomberg Television

11:30 AM EDT – BI Presents: Fed Pause Doesn’t Mean Imminent Cuts

• Presenter: Ira Jersey, U.S. Interest Rate Strategist, Bloomberg Intelligence

11:35 AM EDT – Bonds at the Crossroads

• Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income
• Anne Walsh, Chief Investment Officer, Guggenheim Partners Investment Management
• Moderator: Ira Jersey, U.S. Interest Rate Strategist, Bloomberg Intelligence

 

Click here for real-time transcription of this session.  Please excuse any typos.  The final transcription will be available in this page after the event concludes.

• Matt Miller, Anchor, Bloomberg Television & Co-Host, Bloomberg ETF IQ
• Paul Schroeder, QQQ Equity Product Strategist, Invesco

During the past twenty-five years, the ETF market has grown from niche offerings worth millions of dollars to a global system with trillions in total assets under management. Historically, the prevalence of these instruments has been driven by both institutional investors and retail traders seeking low-cost exposure to assortments of assets within a single fund. Variety is also a major selling point as the modern ETF marketplace enables direct access to all corners of finance: Ranging from every domestic US sector to credit, commodities and real estate, there’s an ETF for every portfolio. During this session, we’ll discuss the trends, risks and opportunities within the global exchange traded funds industry with a panel of experts.

• Stephanie Guild, Head of Investment Strategy, Robinhood
• JJ Kinahan, CEO, IG North America
• Amanda Rebello, Head of Sales US Onshore, Xtrackers
• Moderator: Matt Miller, Anchor, Bloomberg Television & Co-Host, Bloomberg ETF IQ

For retail investors, options trading no longer represents a daunting corner within financial markets. In this conversation, we’ll unpack how options work and how all traders analyze time, price and security selection when buying, selling or structuring a contract. The session will also examine how effective strategies can potentially mitigate losses and realize greater returns versus that of traditional equity ownership. Finally, we’ll discuss key trends to watch including the booming popularity of zero-day options.

• Brian Donlin, Head of Options & Equity Derivative Strategy, Stifel
• Joe Mazzola, Director of Trading & Education, Charles Schwab
• Moderator: Alexandra Semenova, Equities Reporter, Bloomberg

• Mark Patricof, Founder, Patricof Co
• Michelle Wie West, Professional Golfer
• Moderator: Jason Kelly, Host & Executive Producer, Bloomberg Originals

• Charles Baillie, Co-President, Quantum
• Pooja Goyal, Partner & Chief Investment Officer Infrastructure Group, Carlyle
• Olivia Wassenaar, Partner and Head of Sustainable Investing, Apollo
• Moderator: Alix Steel, Anchor, Bloomberg Television

• Jay Clayton, Former Chairman, SEC & Senior Policy Advisor and Of Counsel, Sullivan & Cromwell LLP
• Dan Morehead, Founder & Managing Partner, Pantera Capital
• Moderator: Carol Massar, Anchor, Bloomberg Television & Radio

• Amy Cappellazzo, Founding Partner, Art Intelligence Global
• Moderator: James Tarmy, Arts Columnist, Bloomberg

• Rebecca Kaden, Managing Partner, Union Square Ventures
• Deena Shakir, General Partner, Lux Capital
• Moderator: Caroline Hyde, Anchor, Bloomberg Television

• Bill Huffman, President Equities & Fixed Income, Nuveen
• Verdun Perry, Global Head of Strategic Partners, Blackstone
• Mary Ann Deignan, Head of Capital Markets Advisory, Lazard
• Moderator: Kriti Gupta, Anchor & Markets Correspondent, Bloomberg Television & Radio

• 4:15 PM EDT – Bloomberg “Odd Lots” LIVE

  Live podcast recording to commence.

  • Ben McKenzie, Actor, Activist & Author, Easy Money: Cryptocurrency, Casino Capitalism, and the Golden Age of Fraud
  • Moderator: Tracy Alloway, Co-Host Odd Lots, Bloomberg
  • Moderator: Joe Weisenthal, Co-Host Odd Lots, Bloomberg

• 4:55 PM EDT – Closing Remarks

  • Mark Miller, Global Editor, Bloomberg Live Experiences