June 1-2, 2020 | New York City

Bloomberg Invest New York

Bloomberg Invest New York returns in 2020 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 2020 and beyond.


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

Samardh Kumar

Global Head, Software Investment Banking Practice Citigroup

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

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

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 most influential asset managers, pension funds, family offices, hedge funds, private equity firms, investment banks and more. $20 trillion + AUM represented in the room.

For Sponsorship Information:

Bloomberg Live works with sponsors to integrate them into the conference, ideally in a way that augments the delegates’ experience and advances each sponsor’s goals. Bloomberg Live can deliver on a wide variety of goals— thought leadership, V.I.P. client treatment, generating borrowed interest via media (print, online, social), introductions to individual delegates, product demo or showcase, branding, use of conference content or content generation, media relations or other objectives.

Ronald Ervin