June 3-5, 2019 | New York City

Bloomberg Invest New York

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

6:00 pm

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.

Speakers

  • Carlos Obeid

    Chief Financial Officer, Mubadala

  • Mark Wiseman

    Senior Managing Director, Global Head of Active Equities, and Chairman of BlackRock Alternative Investors, BlackRock

  • Erik Schatzker

    Editor-at-Large, Bloomberg

June 4 - Tuesday

7:30 am

Registration and Networking Breakfast

8:40 am

Welcome to Bloomberg Invest 2019

Host

8:45 am

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.

Speakers

9:30 am

In Conversation: David McCormick

The Bridgewater Co-CEO sits down with Bloomberg ’s David Westin for an in-depth conversation about foreign policy, global trade, China, security and more.

Speaker

Interviewer

9:50 am

In Conversation: Bill Ford

The General Atlantic CEO shares his thoughts on the globalization of entrepreneurship, the digital economy, and what ’s next for emerging markets and Asia.

Speaker

Interviewer

10:10 am

Bloomberg Intelligence Presents: Equities and Emerging Markets Outlooks

Bloomberg Intelligence analysts present the latest thinking from Bloomberg ’s research and analysis unit.

Speakers

10:25 am

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.

Speakers

Moderator

10:55 am

Networking Break

11:20 am

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.

Speakers

Moderator

  • Jason Kelly

    New York Bureau Chief; Co-Anchor, Bloomberg Businessweek TV and Radio, Bloomberg

11:50 am

The SPAC Outlook: Blank Check or Blind Faith?

Speakers

Moderator

12:15 pm

Networking Lunch

1:25 pm

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.

Speakers

  • Debbie McCoy

    Managing Director & Portfolio Manager; Head of Sustainable Investing, Systematic Active Division, Active Equities Group, BlackRock

  • Asha Mehta

    Senior Vice President, Portfolio Manager, and Director of Responsible Investing, Acadian Asset Management

  • George Mussalli

    Chief Investment Officer and Head of Research, Equity, PanAgora

  • Tim Verheyden

    Head of Research, S-Ray®, Arabesque

Moderator

1:55 pm

In Conversation: Greg Fleming

Speaker

Interviewer

2:15 pm

In Conversation: Jon Gray

Speaker

Interviewer

  • Jason Kelly

    New York Bureau Chief; Co-Anchor, Bloomberg Businessweek TV and Radio, Bloomberg

2:35 pm

In Conversation: Jonathan Lavine

Speaker

Interviewer

2:55 pm

Networking Break

3:15 pm

In Conversation: Catherine Keating

Speaker

Interviewer

3:35 pm

In Conversation: Alison Mass

Speaker

  • Alison J. Mass

    Global Head of Financial and Strategic Investors Group, Investment Banking Division, Goldman Sachs

Interviewer

3:55 pm

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?

Speakers

Moderator

4:25 pm

The Case for a PE Revolution

Speakers

Interviewer

4:45 pm

Closing cocktail reception

June 5 - Wednesday

7:30 am

Registration and Networking Breakfast

8:30 am

Welcome to Bloomberg Invest: Deals Summit 2019

Host

8:35 am

In Conversation: Paul Taubman

Speaker

Interviewer

9:00 am

In Conversation: William Casey and Nadine Mirchandani

Speakers

Interviewer

9:30 am

The M&A Outlook: The End of the Cycle?

Speakers

Moderator

10:00 am

Financing the Ninth Inning: Are We on Borrowed Time?

Speakers

  • Alex Darden

    President and Head of U.S. Infrastructure, EQT Partners

  • Susie Scher

    Co-Head, Global Financing Group, Investment Banking Division, Goldman Sachs

  • Adam Smith

    Head of Capital Markets, KKR

Moderator

10:30 am

Networking Break

10:55 am

The Arbitrage Outlook: Alpha in the Age of Information Overload

Speakers

  • 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.

Moderator

11:25 am

The Activism Outlook

Speakers

Moderator

11:55 am

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.

Speakers

  • Kristin DeClark

    Managing Director, Co-Head of US Equity Capital Markets (ECM) and Global Head of Technology ECM, Barclays

  • James Evans

    Co-Chair, Securities and Corporate Finance Group, Fenwick & West, LLP

  • Samardh Kumar

    Global Head, Software Investment Banking Practice, Citigroup

  • Alex Wellins

    Co-Founder and Managing Partner, The Blueshirt Group

Moderator

12:25 pm

Morning Session Concludes

12:30 pm

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

Speakers

Anu Aiyengar

J.P. Morgan Head, North American M&A

Joseph V. Amato

Neuberger Berman President & Chief Investment Officer of Equities

Afsaneh M. Beschloss

RockCreek Founder and CEO

Leon Black

Apollo Global Management Chairman & CEO

Ryan Caldbeck

CircleUp Founder and CEO

Bill Casey

EY Americas Vice Chair, Transaction Advisory Services

Chinh Chu

CC Capital Partners Founder and Senior Managing Director

Alex Darden

EQT Partners President and Head of U.S. Infrastructure

Kristin DeClark

Barclays Managing Director, Co-Head of US Equity Capital Markets (ECM) and Global Head of Technology ECM

Bob Diamond

Atlas Merchant Capital Founding Partner and CEO

James Evans

Fenwick & West, LLP Co-Chair, Securities and Corporate Finance Group

Martin Flanagan

Invesco President and CEO

Gregory J. Fleming

Rockefeller Capital Management President & CEO

Bill Ford

General Atlantic CEO

Joele Frank

Joele Frank, Wilkinson Brimmer Katcher Founder and Managing Partner

Martin E. Franklin

Mariposa Capital Founder and CEO

Jonathan Gray

Blackstone President & Chief Operating Officer

Suni Harford

UBS Asset Management Head of Investments

Ellen Holloman

Cadwalader, Wickersham & Taft LLP Partner

Michael D. Horgan

Twin Capital Management LLC Managing Director and Co-Chief Investment Officer

David A. Hunt

PGIM President and CEO

Kathryn M. Kaminski

AlphaSimplex Group, LLC Chief Research Strategist, Portfolio Manager

Catherine Keating

BNY Mellon Wealth Management CEO

Kenneth F. Kroner

Pluribus Labs CEO

Jonathan Lavine

Bain Capital Co-Managing Partner

Bob Marese

MacKenzie Partners Managing Director

Alison J. Mass

Goldman Sachs Global Head of Financial and Strategic Investors Group, Investment Banking Division

Asha Mehta

Acadian Asset Management Senior Vice President, Portfolio Manager, and Director of Responsible Investing

Debbie McCoy

BlackRock Managing Director & Portfolio Manager; Head of Sustainable Investing, Systematic Active Division, Active Equities Group

David McCormick

Bridgewater Associates Co-CEO

Nadine Mirchandani

EY Americas Financial Services Transactions Leader

George Mussalli

PanAgora Chief Investment Officer and Head of Research, Equity

Carlos Obeid

Mubadala Chief Financial Officer

Rebecca Patterson

Bessemer Trust Managing Director and Chief Investment Officer

David Rosewater

Morgan Stanley Global Head, Shareholder Activism and Corporate Defense

David M. Rubenstein

The Carlyle Group Co-Founder and Co-Executive Chairman

Damian Sassower

Bloomberg Intelligence Chief Emerging Markets Credit Strategist

Susie Scher

Goldman Sachs Co-Head, Global Financing Group, Investment Banking Division

Marc Seidner

PIMCO Chief Investment Officer, Non-Traditional Strategies

Stefan M. Selig

BridgePark Advisors LLC Founder and Managing Partner

Mark Shafir

Citi Co-Head, Global Mergers & Acquisitions

Adam Smith

KKR Head of Capital Markets

Paul J. Taubman

PJT Partners, Inc. Chairman and CEO

Tim Verheyden

Arabesque Head of Research, S-Ray®

Alex Wellins

The Blueshirt Group Co-Founder and Managing Partner

Howard H. Wiesenfeld

Millennium Partners, L.P. Portfolio Manager, Arbitrage and Event-Driven Strategies

Alison Williams

Bloomberg Intelligence Senior Analyst-Financials

Mark Wiseman

BlackRock Senior Managing Director, Global Head of Active Equities, and Chairman of BlackRock Alternative Investors

Gemma Wright-Casparius

Vanguard Principal & Senior Portfolio Manager

Nabila Ahmed

Bloomberg M&A Reporter

Liana Baker

Bloomberg Deals Team Lead

Emily Chasan

Bloomberg Sustainable Finance Editor

Scott Deveau

Bloomberg News Shareholder Activism Reporter

Scarlet Fu

Bloomberg Television Anchor

Christine Harper

Bloomberg Markets Magazine Editor

Ed Hammond

Bloomberg Senior Reporter

Jason Kelly

Bloomberg New York Bureau Chief; Co-Anchor, Bloomberg Businessweek TV and Radio

Aaron Kirchfeld

Bloomberg Executive Editor, Global Deals

Liz McCormick

Bloomberg Rates/FX Reporter

Heather Perlberg

Bloomberg Reporter, Private Equity

Erik Schatzker

Bloomberg Editor-at-Large

Alix Steel

Bloomberg Television Anchor

David Westin

Bloomberg Television Anchor

Elizabeth Fournier

Bloomberg U.S. Managing Editor, Deals

Samardh Kumar

Citigroup Global Head, Software Investment Banking Practice

Bloomberg Invest New York 2018 Highlights

Who Should Attend Bloomberg Invest

400+ chief investment officers, portfolio managers, dealmakers and other top financial influencers from the world’s largest and most influential asset managers, pension funds, family offices, hedge funds, private equity firms, investment banks and more. $20 trillion + AUM represented in the room.

Sponsors

Presenting Sponsor

Mubadala Investment Company actively manages a worldwide portfolio supporting the vision of a globally integrated and diversified economy, through sustainable returns to its shareholder, the Government of Abu Dhabi. In March 2018, Abu Dhabi Investment Council (ADIC) joined the Group.

Mubadala’s US $225 billion (AED 830 billion) portfolio spans five continents with interests in aerospace, ICT, semiconductors, metals and mining, renewable energy, oil and gas, petrochemicals, utilities, healthcare, real estate, defense services, pharmaceuticals and medical technology, agribusiness and a global portfolio of financial holdings. Mubadala is a trusted partner, an engaged shareholder and a responsible global company that is committed to ethics and world-class standards.

Supporting Sponsor

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.  NYSE: IVZ; www.invesco.com.  Invesco is the provider of QQQ, one of the earliest and largest ETFs in the industry. QQQ trades on the Nasdaq Stock Market where innovation and technology expertise have created a world-recognized marketplace for the world’s biggest and best technology companies.

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.

Buy-side Week takes place June 3-7, 2019. Sessions include:

June 4-5, 2019: Invest Summit

June 6, 2019: Buy-side Client Forum