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

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

Joseph V. Amato

President & Chief Investment Officer of Equities Neuberger Berman

Afsaneh M. Beschloss

Founder and CEO RockCreek

Leon Black

Chairman & CEO Apollo Global Management

Ryan Caldbeck

Founder and CEO CircleUp

Bill Casey

Vice Chair, Transaction Advisory Services EY Americas

Chinh Chu

Founder and Senior Managing Director CC Capital Partners

Alex Darden

President and Head of U.S. Infrastructure EQT Partners

Kristin DeClark

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

Bob Diamond

Founding Partner and CEO Atlas Merchant Capital

James Evans

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

Martin Flanagan

President and CEO Invesco

Gregory J. Fleming

President & CEO Rockefeller Capital Management

Bill Ford

CEO General Atlantic

Joele Frank

Founder and Managing Partner Joele Frank, Wilkinson Brimmer Katcher

Martin E. Franklin

Founder and CEO Mariposa Capital

Jonathan Gray

President & Chief Operating Officer Blackstone

Suni Harford

Head of Investments UBS Asset Management

Ellen Holloman

Partner Cadwalader, Wickersham & Taft LLP

Michael D. Horgan

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

David A. Hunt

President and CEO PGIM

Kathryn M. Kaminski

Chief Research Strategist, Portfolio Manager AlphaSimplex Group, LLC

Catherine Keating

CEO BNY Mellon Wealth Management

Kenneth F. Kroner

CEO Pluribus Labs

Jonathan Lavine

Co-Managing Partner Bain Capital

Bob Marese

Managing Director MacKenzie Partners

Alison J. Mass

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

Asha Mehta

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

Debbie McCoy

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

David McCormick

Co-CEO Bridgewater Associates

Nadine Mirchandani

Financial Services Transactions Leader EY Americas

George Mussalli

Chief Investment Officer and Head of Research, Equity PanAgora

Carlos Obeid

Chief Financial Officer Mubadala

Rebecca Patterson

Managing Director and Chief Investment Officer Bessemer Trust

David Rosewater

Global Head, Shareholder Activism and Corporate Defense Morgan Stanley

David M. Rubenstein

Co-Founder and Co-Executive Chairman The Carlyle Group

Damian Sassower

Chief Emerging Markets Credit Strategist Bloomberg Intelligence

Susie Scher

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

Marc Seidner

Chief Investment Officer, Non-Traditional Strategies PIMCO

Stefan M. Selig

Founder and Managing Partner BridgePark Advisors LLC

Mark Shafir

Co-Head, Global Mergers & Acquisitions Citi

Adam Smith

Head of Capital Markets KKR

Paul J. Taubman

Chairman and CEO PJT Partners, Inc.

Tim Verheyden

Head of Research, S-Ray® Arabesque

Alex Wellins

Co-Founder and Managing Partner The Blueshirt Group

Howard H. Wiesenfeld

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

Alison Williams

Senior Analyst-Financials Bloomberg Intelligence

Mark Wiseman

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

Gemma Wright-Casparius

Principal & Senior Portfolio Manager Vanguard

Nabila Ahmed

M&A Reporter Bloomberg

Liana Baker

Deals Team Lead Bloomberg

Emily Chasan

Sustainable Finance Editor Bloomberg

Scott Deveau

Shareholder Activism Reporter Bloomberg News

Scarlet Fu

Anchor Bloomberg Television

Christine Harper

Editor Bloomberg Markets Magazine

Ed Hammond

Senior Reporter Bloomberg

Jason Kelly

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

Aaron Kirchfeld

Executive Editor, Global Deals Bloomberg

Liz McCormick

Rates/FX Reporter Bloomberg

Heather Perlberg

Reporter, Private Equity Bloomberg

Erik Schatzker

Editor-at-Large Bloomberg

Alix Steel

Anchor Bloomberg Television

David Westin

Anchor Bloomberg Television

Elizabeth Fournier

U.S. Managing Editor, Deals Bloomberg

Samardh Kumar

Global Head, Software Investment Banking Practice Citigroup

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