June 4-5, 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 4 - Tuesday

8:00 am

Registration and Networking Breakfast

9:00 am

Welcome Remarks


9:05 am

Newsmaker Interview

9:30 am

Newsmaker Interviewer: One-on-One With David McCormick



9:50 am

Investing in Growth


10:10 am

Bloomberg Intelligence Presents: Equities and Emerging Markets Outlooks


10:25 am

The Global Macro Outlook



  • Tom Keene

    Co-Anchor, Bloomberg Surveillance, Bloomberg

10:55 am

Networking Break

11:20 am

The Asset Management Outlook



11:50 am

The SPAC Outlook



12:15 pm

Networking Lunch

1:30 pm

Solving the Data Dilemma in ESG Quant Investing


  • 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


1:55 pm

Newsmaker Interview

2:30 pm

Newsmaker Interview: One-on-One With Jon Lavine


  • Jonathan Lavine

    Co-Managing Partner; Chief Investment Officer of Bain Capital Credit, Bain Capital


2:50 pm

Networking Break

3:15 pm

Making Money in a Changing Rate Environment

3:45 pm

The Case for a PE Revolution


4:10 pm

The David Rubenstein Show: Peer-to-Peer Conversations LIVE


June 5 - Wednesday

8:00 am

Registration and Networking Breakfast

9:00 am


9:05 am

Newsmaker Interview: One-on-One With Paul Taubman



9:30 am

The M&A Outlook


  • Anu Aiyengar

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

  • Joele Frank

    Founder and Managing Partner, Joele Frank, Wilkinson Brimmer Katcher

  • Mark Shafir

    Co-Head, Global Mergers & Acquisitions, Citi


10:00 am

Deal Financing Outlook


  • Susie Scher

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

  • Adam Smith

    Head of Capital Markets, KKR


10:30 am

Networking Break

10:55 am

The Arbitration Outlook

11:25 am

The Activism Outlook

11:55 am

IPO Outlook

12:25 pm

Closing Remarks

1:00 pm

Exclusive Session for Family Offices, Asset Owners and Fund Managers

This exclusive session is hosted by Bloomberg Professional Services and will run from 1 pm until 5 pm.

This session will explore the trends around asset allocation with topics including:
* Surge in alternative investments: Best practices of winning allocations.
* Using data science for better decision making.


Anu Aiyengar

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

Afsaneh M. Beschloss

Rock Creek Founder and CEO

Ryan Caldbeck

CircleUp Founder and CEO

Chinh Chu

CC Capital Partners Founder and Senior Managing Director

Bob Diamond

Atlas Merchant Capital Founding Partner and CEO

Martin Flanagan

Invesco President and 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

Suni Harford

UBS Asset Management Head of Investments

David A. Hunt

PGIM President and CEO

Kenneth F. Kroner

Pluribus Labs CEO

Jonathan Lavine

Bain Capital Co-Managing Partner; Chief Investment Officer of Bain Capital Credit

Asha Mehta

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

David McCormick

Bridgewater Associates Co-CEO

George Mussalli

PanAgora Chief Investment Officer and Head of Research, Equity

Rebecca Patterson

Bessemer Trust Managing Director and Chief Investment Officer

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

Mark Shafir

Citi Co-Head, Global Mergers & Acquisitions

Adam Smith

KKR Head of Capital Markets

Paul J. Taubman

PJT Partners, Inc. Chairman and CEO

Alison Williams

Bloomberg Intelligence Senior Analyst-Financials

Mark Wiseman

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

Nabila Ahmed

Bloomberg M&A Reporter

Emily Chasan

Bloomberg Sustainable Finance Editor

Scarlet Fu

Bloomberg Television Anchor

Caroline Gage

Bloomberg Executive Editor for Global Finance

Christine Harper

Bloomberg Markets Magazine Editor

Ed Hammond

Bloomberg Senior Reporter

Tom Keene

Bloomberg Co-Anchor, Bloomberg Surveillance

Jason Kelly

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

Erik Schatzker

Bloomberg Editor-at-Large

David Westin

Bloomberg Television Anchor

Bloomberg Invest New York Highlights

Who Should Attend Bloomberg Invest

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


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 dirham) 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 is an immersive experience, featuring networking sessions, thought-leadership panels, product seminars, and special events. Spanning the front office, operations and everyone in between, the Series covers issues relevant to all of our buy-side clients — from investment trends and technology to regulation and market challenges — and aims 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