Bloomberg Invest New York returns in 2019 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.
Big Money. Big Ideas.
Utilizing Bloomberg’s unparalleled global data, analysis and news resources, Bloomberg Invest Summits engage the smartest people in finance, economics and markets to tackle the most complicated issues head on, helping investors make profitable decisions in 2019 and beyond.
This year in addition to our traditional institutional investor outlook on June 4th, we are pleased to present a half-day program on June 5th specifically focused on deals. Led by Bloomberg’s award-winning deals coverage team, we’ll dive deep into M&A, financing, IPOs, shareholder activism, arbitrage, and other key topic areas with smart panels and fireside chats with top names in deal making.
June 3 - Monday
Special Session: Dinner and Evening Program
From 6 pm until 9 pm on the evening before Invest New York, Bloomberg and Mubadala will co-host an exclusive dinner and evening program on the topic of long-term capital. Speakers include Mubadala’s Chief Financial Officer Carlos Obeid, the Chairman of BlackRock Alternative Investors Mark Wiseman, and Bloomberg ’s Erik Schatzker. Due to limited seating, separate registration will be required for this session. Click here to register your interest in attending.
June 4 - Tuesday
Registration and Networking Breakfast
Welcome to Bloomberg Invest 2019
Editor-at-Large, Bloomberg Television
The David Rubenstein Show: Peer-to-Peer Conversations LIVE with Leon Black
Apollo Global Management Chairman and CEO Leon Black sits down with Carlyle co-founder David Rubenstein for an exclusive live taping of his Bloomberg TV show The David Rubenstein Show: Peer-to-Peer Conversations.
NOTE: This session is being taped for later broadcast. We respectfully ask that everyone be seated by 8:40 am to minimize disruptions.
Bloomberg Intelligence Presents: Equities and Emerging Markets Outlooks
Bloomberg Intelligence analysts present the latest thinking from Bloomberg ’s research and analysis unit.
The Global Outlook: Macro, Markets and More
Three top global investors sit down with Bloomberg’s Alix Steel to talk about everything from emerging markets to China to trade to the outlook for global finance and more.
Afsaneh M. Beschloss
Founder and CEO, RockCreek
Founding Partner and CEO, Atlas Merchant Capital
Managing Director and Chief Investment Officer, Bessemer Trust
Anchor, Bloomberg Television
The Asset Management Outlook: Consolidation, Tech and 2020
Three of the top asset managers share their perspectives on what they consider to be the biggest shifts in the asset management landscape, and where they see the biggest opportunities for growth.
President and CEO, Invesco
Head of Investments, UBS Asset Management
David A. Hunt
President and CEO, PGIM
Chief Correspondent, QuickTake, Bloomberg
Solving the Data Dilemma in ESG Quant Investing
Sustainable investment strategies have gained ground amid increased investor appetite and the potential for big returns. But even as sustainable investing has entered the mainstream, a lack of access to reliable ESG data has presented a unique challenge. Three of the top ESG quant investors talk about this phenomenon, and the solutions, with Bloomberg Sustainable Finance Editor Emily Chasan.
Managing Director & Portfolio Manager; Head of Sustainable Investing, Systematic Active Division, Active Equities Group, BlackRock
Senior Vice President, Portfolio Manager, and Director of Responsible Investing, Acadian Asset Management
Chief Investment Officer and Head of Research, Equity, PanAgora
Head of Research, S-Ray®, Arabesque
Global Yields: Will They Ever Really Rise?
Escalating U.S.-China trade tensions has sent sovereign debt yields in key developed markets spiraling in 2019. That ’s a stark reversal from less than a year earlier they were on the rise amid Federal Reserve monetary tightening and policy normalization seen in the offing by other key central banks. What do investors see going forward for rates and how are they structuring their portfolios to capitalize in their views and hedge against more potential turbulent amid this trade headline-driven environment?
Kathryn M. Kaminski
Chief Research Strategist, Portfolio Manager, AlphaSimplex Group, LLC
Chief Investment Officer, Non-Traditional Strategies, PIMCO
Principal & Senior Portfolio Manager, Vanguard
Rates/FX Reporter, Bloomberg
Closing cocktail reception
June 5 - Wednesday
Registration and Networking Breakfast
Welcome to Bloomberg Invest: Deals Summit 2019
U.S. Managing Editor, Deals, Bloomberg
The M&A Outlook: The End of the Cycle?
Head, North American M&A, J.P. Morgan
Founder and Managing Partner, Joele Frank, Wilkinson Brimmer Katcher
Co-Head, Global Mergers & Acquisitions, Citi
Stefan M. Selig
Founder and Managing Partner, BridgePark Advisors LLC
Senior Deals Reporter, Bloomberg
Financing the Ninth Inning: Are We on Borrowed Time?
President and Head of U.S. Infrastructure, EQT Partners
Co-Head, Global Financing Group, Investment Banking Division, Goldman Sachs
Head of Capital Markets, KKR
M&A Reporter, Bloomberg
The Arbitrage Outlook: Alpha in the Age of Information Overload
Michael D. Horgan
Managing Director and Co-Chief Investment Officer, Twin Capital Management LLC
Howard H. Wiesenfeld
Portfolio Manager, Arbitrage and Event-Driven Strategies, Millennium Partners, L.P.
Senior Deals Reporter, Bloomberg
The Activism Outlook
Joseph V. Amato
President & Chief Investment Officer of Equities, Neuberger Berman
Partner, Cadwalader, Wickersham & Taft LLP
Managing Director, MacKenzie Partners
Global Head, Shareholder Activism and Corporate Defense, Morgan Stanley
Shareholder Activism Reporter, Bloomberg News
IPO Insiders: Can Biggest Year for Debuts Keep Up the Pace?
Bloomberg Deals Team Lead Liana Baker speaks with top bankers and industry insiders about 2019 ’s record number of IPOs and what the second half of the year looks like for investors.
Managing Director, Co-Head of US Equity Capital Markets (ECM) and Global Head of Technology ECM, Barclays
Co-Chair, Securities and Corporate Finance Group, Fenwick & West, LLP
Global Head, Software Investment Banking Practice, Citigroup
Co-Founder and Managing Partner, The Blueshirt Group
Deals Team Lead, Bloomberg
Morning Session Concludes
Exclusive Session for Family Offices, Asset Owners and Fund Managers
This exclusive session is hosted by Bloomberg Professional Services and will run from 12:30 pm until 4:45 pm. There will be a networking reception immediately following the program. Attendance is by invitation only.
12:30 pm to 1:30 pm: Registration and Networking Lunch
1:30 pm to 2:15 pm: Asset Allocation Panel
Michael McDonald, Bloomberg News
Brian O ’Neil, CIO, Robert Wood Johnson Foundation
Dipak Jogia, Managing Partner and Co-Founder, Highmore
Paul Zummo, CIO, JP Morgan Alternative Asset Management
2:15 pm to 3:00 pm: Socially Responsible Investing Panel
Kiersten Barnet, Bloomberg
Rekha Unnithan, Impact Investing, Nuveen
Lauren Taylor Wolfe, Managing Partner, Impactive Capital
3:00 pm to 3:15 pm: Networking Break
3:15 pm to 4:00 pm: Breakout Sessions
4:00 pm to 4:45 pm: Fireside Chat with Andrew Golden
Andrew Golden, President, Princeton University Investment Company
Janet Lorin, Bloomberg News
4:45 pm to 6:00 pm: Networking Reception
Anu AiyengarHead, North American M&A J.P. Morgan
Joseph V. AmatoPresident & Chief Investment Officer of Equities Neuberger Berman
Afsaneh M. BeschlossFounder and CEO RockCreek
Leon BlackChairman & CEO Apollo Global Management
Ryan CaldbeckFounder and CEO CircleUp
Bill CaseyVice Chair, Transaction Advisory Services EY Americas
Chinh ChuFounder and Senior Managing Director CC Capital Partners
Alex DardenPresident and Head of U.S. Infrastructure EQT Partners
Kristin DeClarkManaging Director, Co-Head of US Equity Capital Markets (ECM) and Global Head of Technology ECM Barclays
Bob DiamondFounding Partner and CEO Atlas Merchant Capital
James EvansCo-Chair, Securities and Corporate Finance Group Fenwick & West, LLP
Martin FlanaganPresident and CEO Invesco
Gregory J. FlemingPresident & CEO Rockefeller Capital Management
Bill FordCEO General Atlantic
Joele FrankFounder and Managing Partner Joele Frank, Wilkinson Brimmer Katcher
Martin E. FranklinFounder and CEO Mariposa Capital
Jonathan GrayPresident & Chief Operating Officer Blackstone
Suni HarfordHead of Investments UBS Asset Management
Ellen HollomanPartner Cadwalader, Wickersham & Taft LLP
Michael D. HorganManaging Director and Co-Chief Investment Officer Twin Capital Management LLC
David A. HuntPresident and CEO PGIM
Kathryn M. KaminskiChief Research Strategist, Portfolio Manager AlphaSimplex Group, LLC
Catherine KeatingCEO BNY Mellon Wealth Management
Kenneth F. KronerCEO Pluribus Labs
Samardh KumarGlobal Head, Software Investment Banking Practice Citigroup
Jonathan LavineCo-Managing Partner Bain Capital
Bob MareseManaging Director MacKenzie Partners
Alison J. MassGlobal Head of Financial and Strategic Investors Group, Investment Banking Division Goldman Sachs
Asha MehtaSenior Vice President, Portfolio Manager, and Director of Responsible Investing Acadian Asset Management
Debbie McCoyManaging Director & Portfolio Manager; Head of Sustainable Investing, Systematic Active Division, Active Equities Group BlackRock
David McCormickCo-CEO Bridgewater Associates
Nadine MirchandaniFinancial Services Transactions Leader EY Americas
George MussalliChief Investment Officer and Head of Research, Equity PanAgora
Carlos ObeidChief Financial Officer Mubadala
Rebecca PattersonManaging Director and Chief Investment Officer Bessemer Trust
David RosewaterGlobal Head, Shareholder Activism and Corporate Defense Morgan Stanley
David M. RubensteinCo-Founder and Co-Executive Chairman The Carlyle Group
Damian SassowerChief Emerging Markets Fixed Income Strategist Bloomberg Intelligence
Susie ScherCo-Head, Global Financing Group, Investment Banking Division Goldman Sachs
Marc SeidnerChief Investment Officer, Non-Traditional Strategies PIMCO
Stefan M. SeligFounder and Managing Partner BridgePark Advisors LLC
Mark ShafirCo-Head, Global Mergers & Acquisitions Citi
Adam SmithHead of Capital Markets KKR
Paul J. TaubmanChairman and CEO PJT Partners, Inc.
Tim VerheydenHead of Research, S-Ray® Arabesque
Alex WellinsCo-Founder and Managing Partner The Blueshirt Group
Howard H. WiesenfeldPortfolio Manager, Arbitrage and Event-Driven Strategies Millennium Partners, L.P.
Alison WilliamsSenior Analyst-Financials Bloomberg Intelligence
Mark WisemanSenior Managing Director, Global Head of Active Equities, and Chairman of BlackRock Alternative Investors BlackRock
Gemma Wright-CaspariusPrincipal & Senior Portfolio Manager Vanguard
Nabila AhmedM&A Reporter Bloomberg
Liana BakerDeals Team Lead Bloomberg
Scott DeveauShareholder Activism Reporter Bloomberg News
Scarlet FuAnchor Bloomberg Television
Christine HarperEditor Bloomberg Markets Magazine
Ed HammondSenior Deals Reporter Bloomberg
Jason KellyChief Correspondent, QuickTake Bloomberg
Aaron KirchfeldExecutive Editor, Global Deals Bloomberg
Liz McCormickRates/FX Reporter Bloomberg
Heather PerlbergReporter, Private Equity Bloomberg
Erik SchatzkerEditor-at-Large Bloomberg Television
Alix SteelAnchor Bloomberg Television
David WestinAnchor Bloomberg Television
Elizabeth FournierU.S. Managing Editor, Deals Bloomberg
Who Should Attend Bloomberg Invest
Buy-side Week 2019
Bloomberg’s Buy-side Week event series brings together financial professionals, influential leaders and innovative figures through a series of thought-leadership panels, product seminars, networking sessions and special events that are customized for the investment management community. Covering topics from investment trends and technology to regulation and market challenges, these forums aim to spark conversations amongst peers to generate actionable insight and shape the future of the industry.
June 4-5, 2019: Invest Summit