October 12-13, 2022 | New York, NY
Bloomberg Invest
Bloomberg Invest New York returns in-person in 2022 as we bring together the most influential, dynamic and innovative figures in investing for in-depth explorations of the challenges and opportunities posed by a rapidly changing financial landscape.
Powered by Bloomberg’s unrivaled data and analyses, Bloomberg Invest New York will help investors and finance professionals navigate the volatility and ever-changing nature of today’s markets.
From economic diversification, changing capital markets, to the rise of new technologies disrupting business and finance, the event will tackle challenges near and far, bringing together global perspectives and local knowledge within a dynamic networking environment.
October 12 - Wednesday
Networking Breakfast & Registration
Bloomberg Invest - Morning Sessions
9:00 AM EDT – Welcome Remarks
- Erik Schatzker, Editor-at-Large, Bloomberg
9:05 AM EDT – Strategy & Leadership With Nir Bar Dea
- Nir Bar Dea, Co-CEO, Bridgewater
- Moderator: Erik Schatzker, Editor-at-Large, Bloomberg
9:25 AM EDT – Opportunities Across Credit With John Zito
- John Zito, Partner & Deputy CIO of Credit, Apollo
- Moderator: Sonali Basak, Financial Correspondent, Bloomberg Television
9:45 AM EDT – Finding Value in Volatility With John W. Rogers, Jr.
- John W. Rogers, Jr., Chairman, Co-CEO & CIO, Ariel Investments
- Moderator: Caroline Hyde, Anchor, Bloomberg Television
10:05 AM EDT – Morning Break
10:45 AM EDT – The VC Outlook
- Josh Kushner, Founder & Managing Partner, Thrive Capital
- Kareem Zaki, General Partner, Thrive Capital
- Moderator: Sarah McBride, Reporter, Bloomberg
11:10 AM EDT – Bloomberg New Voices Update
- Laura Zelenko, Senior Executive Editor, Bloomberg
11:15 AM EDT – Doubling Down on ESG
- Allison Bennington, Partner; Global Head of ESG Transition Advisory & Chair, Activist Defense, PJT Partners
- Yup S. Kim, Head of Investments, Private Equity, CalPERS
- Megan Starr, Head of Impact, Carlyle
- Moderator: Sonali Basak, Financial Correspondent, Bloomberg Television
11:40 AM EDT – VinFast Sponsor Spotlight: Investment in The US
- Le Thi Thu Thuy, Global CEO, VinFast & Vice Chairwoman, Vingroup
- Moderator: Lauren Kiel, General Manager, Bloomberg Green
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Networking Lunch
Bloomberg Invest: The Outlook for Growth
Pre-registration is required for this invitation-only session in person. In-person attendance is limited. The session will be broadcast virtually to all registrants.
The Federal Reserve continues its hawkish stance to combat high inflation signaling its sticking to a plan of aggressive interest-rate hikes. As a result, we’ve witnessed a rotation out of growth stocks this year as investors weigh valuations, economic data, and Fed speak daily. The silver lining one could say is there are now potential opportunities to buy high-quality growth stocks at attractive levels and for those who believe we’re near peak inflation, a resurgence in risk-on positioning could favor growth in the second half of 2022. However, many investors say they still face significant headwinds. For example, unprofitable growth companies may need to raise cash at depressed valuations, issue debt in a slowing market, or potentially pursue mergers during a recessionary environment. In a lively panel discussion, join us as we debate the outlook for growth, where investors are finding opportunities in both the public and private space despite the downturn, and what characteristics make these companies ripe for potential long-term investment.
Proudly Sponsored By Invesco QQQ.
12:00 PM EDT – Opening Remarks
- Paul J. Schroeder, QQQ Equity Product Strategist, Invesco
12:05 PM EDT – Panel Discussion
- Dan Chung, CEO & CIO, Alger
- Tina Byles Williams, CEO & CIO, Xponance
- Moderator: Taylor Riggs, Anchor, Bloomberg Television
12:45 PM EDT – Event Concludes
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.
Bloomberg Invest - Afternoon Sessions
1:05 PM EDT – Welcome Back
- Tracy Alloway, Co-Host Odd Lots, Bloomberg
1:10 PM EDT – Whales, Tails, & Fails With Boaz Weinstein
- Boaz Weinstein, Founder & CIO, Saba Capital Management
- Moderator: Barry Ritholtz, Co-Founder & CIO, Ritholtz Wealth Management; Host, Bloomberg’s Masters in Business
1:30 PM EDT – Crypto.com Sponsor Spotlight: Crypto as an Integrated System
- Sebastian Gawenda, Global Head of Institutional Sales, Crypto.com
- Moderator: Michael Briody, FX & Crypto Market Specialist, Bloomberg LP
1:35PM EDT – Putting Money to Work in Crypto With Dan Morehead
**Live Podcast Recording to Commence
- Dan Morehead, CEO & Co-CIO, Pantera Capital
- Moderator: Tracy Alloway, Co-Host Odd Lots, Bloomberg
- Moderator: Joe Weisenthal, Co-Host Odd Lots, Bloomberg
2:00 PM EDT – Grayscale Sponsor Spotlight: Evolution of Crypto Institutional Adoption
- Edward McGee, Chief Financial Officer, Grayscale
- Moderator: Emilie Gallagher, Global Head of FX, Commodities & Economics Product , Bloomberg L.P.
2:05 PM EDT – Afternoon Break
2:45 PM EDT – Why Macro is Killing It
- Kenneth Tropin, Founder & Chairman, Graham Capital Management
- Moderator: Erik Schatzker, Editor-at-Large, Bloomberg
3:05 PM EDT – Playing Across Sectors: Industrials, Technology and Sports
- José E. Feliciano, Co-Founder & Managing Partner, Clearlake Capital Group
- Moderator: Jason Kelly, Chief Correspondent, Bloomberg Quicktake
3:25 PM EDT – Industry’s Breakout Star on Navigating the World of High Finance
- Myha’la Herrold, Actress
- Moderator: Scarlet Fu, Anchor, Bloomberg Quicktake
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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.
Closing Networking Reception
Bloomberg Invest: Bitcoin, Blockchain and Broader Crypto
Pre-registration is required for this invitation-only session. Attendance is limited.
Wider adoption of crypto is taking place, with financial heavyweights now offering crypto services to clients, foraying into trading tokens, and backing stablecoin and digital asset firms. While a crypto winter is still unfolding and gyrations in the market have surfaced this summer amid uncertainty about the magnitude of rate hikes, it’s clear investors are waking up to the innovation and potential value of an asset class they once shunned.
We’ll hear from leaders across the asset management space who are exploring expanding their crypto offerings, developing real use cases for blockchain technology, and despite the downturn in digital assets, committing to potential client offerings across the space. In a lively panel discussion, we’ll look to understand what’s taking place across broader crypto and how today’s finance professionals can be thinking about it across their own businesses and investments.
Proudly Sponsored By Grayscale.
6:00 PM EDT – Opening Remarks
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Michael Sonnenshein, CEO, Grayscale
6:05 PM EDT – Dinner & Discussion
- Blue Macellari, Head of Digital Strategy, T.Rowe Price
- Puneet Singhvi, Head of Digital Assets Institutional Clients Group, Citi
- Bart Smith, Global Head of Digital Asset Strategy, Susquehanna International Group
- Moderator: Tim Stenovec, Host of Crypto IRL & Anchor, Bloomberg Quicktake & Bloomberg Radio
6:45 PM EDT – Dessert & Closing Networking Reception
7:30 PM EDT – Event Concludes
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.
October 13 - Thursday
Networking Breakfast & Registration
Bloomberg Invest - Morning Sessions
9:00 AM EDT – Welcome Remarks
- Alix Steel, Anchor, Bloomberg Television
9:05 AM EDT – The Alternatives Landscape With Michael Arougheti
- Michael Arougheti, Co-Founder, President & CEO, Ares
- Moderator: Alix Steel, Anchor, Bloomberg Television
9:25 AM EDT – The Asset Management Outlook
- David Hunt, President & CEO, PGIM
- Jenny Johnson, President & CEO, Franklin Templeton
- Hanneke Smits, CEO, BNY Investment Management
- Moderator: Romaine Bostick, Anchor, Bloomberg Television
9:55 AM EDT – Invesco QQQ Sponsor Spotlight: Innovation as Opportunity
- Paul J. Schroeder, QQQ Equity Product Strategist, Invesco
- Moderator: Michael Briody, FX & Crypto Markets Specialist, Bloomberg L.P.
10:00 AM EDT – Bloomberg Intelligence Presents: Investing in a New Inflation Regime
- Gina Martin Adams, Chief Equity Strategist, Bloomberg Intelligence
10:05 AM EDT – Morning Break
10:45 AM EDT – Global Real Estate Outlook With Kathleen McCarthy
- Kathleen McCarthy, Co-Head Real Estate, Blackstone
- Moderator: Carol Massar, Anchor, Bloomberg Radio
11:05 AM EDT – Bloomberg Presents: A Look Inside BQuant Enterprise
- Pierre Cox, Americas Quantitative Solutions Group Lead, Bloomberg L.P.
11:10 AM EDT – Protecting Financial Services from Cyber Threats With Gen. Keith Alexander
- General (Ret.) Keith Alexander, Founder, Chairman & Co-CEO, IronNet
- Moderator: Katrina Manson, Reporter, Bloomberg
11:35 AM EDT – Closing Remarks
- Mark Miller, Global Editor, Bloomberg Live
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