Bloomberg HQ NYC | June 6, 2017

Bloomberg Invest
New York

Bloomberg HQ NYC
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June 6 - Tuesday

5:00 pm

Opening Night Program

The inaugural Bloomberg Invest Summit kicks off with a special evening program featuring back-to-back interviews with two of today's top investors. This live television event will be followed by a networking cocktail reception. Please note that as this is a live television event, doors close at 5:45 p.m.

Location

Bloomberg HQ NYC
6:00 pm

A Bloomberg Businessweek Debrief With Tom Barrack, Jr

The legendary investor, former Trump campaign economic advisor and chairman of the Presidential Inaugural Committee sits down for a wide-ranging fireside chat about his relationship with the 45th President of the United States, his views on the investing outlook, and where he sees the biggest opportunities in the last half of 2017.

Location

Bloomberg HQ NYC

Moderator

Speaker

6:30 pm

Invest Spotlight: Jim Chanos

The legendary short seller talks with Bloomberg's Joe Weisenthal and Scarlet Fu about what he sees for the markets in this most unpredictable of years.

Location

Bloomberg HQ NYC

Moderators

  • Scarlet Fu

    Anchor, Bloomberg Television

  • Joe Weisenthal

    Executive Editor of News, Co-host "What'd You Miss?" , Bloomberg Digital; Bloomberg Television

Speaker

  • Jim Chanos

    Founder and Managing Partner, Kynikos Associates LP

June 7 - Wednesday

7:30 am

Registration

Location

Bloomberg HQ NYC
8:30 am

Welcome Remarks

Erik Schatzker is a New York-based correspondent focused on high-profile events and interviews. Over two decades, Schatzker has covered everything from technology to commodities in postings and on assignments around the world. Today his main focus is on Wall Street, and he speaks regularly with the most powerful executives in banking and top money managers. BlackRock's Larry Fink, Morgan Stanley's James Gorman, Carlyle Group's David Rubenstein and Citigroup's Michael Corbat are just a few of the many financial leaders he interviews. Schatzker also reports live from the World Economic Forum in Davos, Switzerland, and the Milken Global Conference in Los Angeles.

Moderator

8:35 am

In Conversation with Michael R. Bloomberg

Moderator

Speaker

  • Michael R. Bloomberg

    Founder, Bloomberg L.P. & Bloomberg Philanthropies, and Three-Term Mayor of New York City

9:00 am

Invest Spotlight: Bill Gross

Moderator

9:20 am

Safe Havens: Preparing for Financial Storms

The pioneer in tail risk hedging discusses safe havens and their role in portfolio construction.

Speaker

  • Mark Spitznagel

    President and Chief Investment Officer, Universa Investments, L.P.

9:30 am

Invest Insight: Robert F. Wallace

The Stanford endowment chief offers his views on private equity.

speaker

9:45 am

The New PE Paradigm

Speakers

10:40 am

Populism, Policy and Positioning: The Macro View

Moderators

Speakers

  • Andrew McCaffery

    Global Head of Alternatives and Group Head of Solutions, Aberdeen

  • Jim McCaughan

    Principal Financial Group, President, Global Asset Management, and CEO, Principal Global Investors

11:05 am

University Housing: The Real Estate Portfolio Must Have

Speraker

11:15 am

Invest Spotlight: Ron Mock

Moderator

11:35 am

What is Alpha Really Worth?

Moderators

Speakers

  • Vicki Fuller

    Chief Investment Officer, New York State Common Retirement Fund

  • Marc Levine

    Chairman, Illinois State Board of Investment

  • Jason Karp

    Founder and Chief Investment Officer, Tourbillon Capital Partners

12:00 pm

The Bloomberg Intelliigence U.S. Equity Outlook: Buoyed by Earnings, Bullied by Policy

What you need to know about U.S. equity markets in the last half of 2017 from Bloomberg Intelligence.

12:10 pm

Invest Spotlight: Jon Winkelried

speaker

12:30 pm

Networking Lunch and Invest Spotlight Interview with Kristi Mitchem

speaker

Special Lunch Session: The Machine Equation

Moderator

Speakers

1:45 pm

Invest Spotlight: Daniel J. Ivascyn

Moderator

  • Betty Liu

    Executive Vice Chairman, New York Stock Exchange

Speaker

2:05 pm

The Future of Active Management

moderators

speakers

2:40 pm

Invest Spotlight: Cliff Asness

moderator

Speaker

  • Cliff Asness

    Co-founder, Managing Principal and Chief Investment Officer, AQR Capital Management

3:00 pm

Invest Spotlight: Adena Friedman

speaker

3:20 pm

Networking Break

3:40 pm

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

Speakers

4:20 pm

The Global Credit Outlook

moderator

Speakers

4:45 pm

Invest Spotlight: Stephen A. Schwarzman

Speaker

5:15 pm

Closing Remarks and Networking Cocktail Reception

June 5 - Tuesday

8:00 am

Bloomberg Invest New York

Location

Bloomberg HQ NYC

Speakers

Speakers

Megan Murphy

Editor Bloomberg Businessweek

Thomas J. Barrack, Jr.

Executive Chairman Colony NorthStar

Scarlet Fu

Anchor Bloomberg Television

Joe Weisenthal

Executive Editor of News, Co-host "What'd You Miss?" Bloomberg Digital; Bloomberg Television

Jim Chanos

Founder and Managing Partner Kynikos Associates LP

Erik Schatzker

Editor-at-Large Bloomberg Television

Michael R. Bloomberg

Founder, Bloomberg L.P. & Bloomberg Philanthropies, and Three-Term Mayor of New York City

Mark Spitznagel

President and Chief Investment Officer Universa Investments, L.P.

Robert F. Wallace

CEO Stanford Management Company

Bill Ford

CEO General Atlantic

Glenn Youngkin

Co-Chief Executive Officer The Carlyle Group

Julia Chatterley

Anchor Bloomberg Television

Andrew McCaffery

Global Head of Alternatives and Group Head of Solutions Aberdeen

Jim McCaughan

Principal Financial Group President, Global Asset Management, and CEO, Principal Global Investors

Christopher Merrill

Co-founder, President and CEO Harrison Street Real Estate Capital, LLC

Vicki Fuller

Chief Investment Officer New York State Common Retirement Fund

Marc Levine

Chairman Illinois State Board of Investment

Jason Karp

Founder and Chief Investment Officer Tourbillon Capital Partners

Gina Martin Adams

Chief U.S. Equity Strategist Bloomberg Intelligence

Jon Winkelried

Co-CEO and Partner TPG

Kristi Mitchem

CEO BMO Global Asset Management

Christine Harper

Editor Bloomberg Markets Magazine

Emmanuel Sharef

Executive Vice President and Portfolio Manager PIMCO

Tucker Balch

Co-founder and Chief Scientist Lucena Research

Valerie Bannert-Thurner

Global Head, Risk and Surveillance Solutions Nasdaq

Neil Chriss

Founder and Chief Investment Officer Hutchin Hill Capital

Betty Liu

Executive Vice Chairman New York Stock Exchange

Daniel J. Ivascyn

Group Chief Investment Officer PIMCO

Peggy Collins

Managing Editor, U.S. Economy Bloomberg News

Joel Greenblatt

Managing Principal and Co-Chief Investment Officer Gotham Asset Management

David Hunt

President and CEO PGIM

Ronald P. O'Hanley

President and CEO State Street Global Advisors

Cliff Asness

Co-founder, Managing Principal and Chief Investment Officer AQR Capital Management

Adena Friedman

President and CEO Nasdaq

Paul E. Singer

Co-founder and Co-CEO The Carlyle Group

David M. Rubenstein

Co-Founder and Co-Executive Chairman The Carlyle Group

Katia Porzecanski

Reporter Bloomberg

Hanif Mamdani

Head of Alternative Investments RBC Global Asset Management, Inc.

Bruce Richards

Co-Managing Partner and CEO, Marathon Asset Management Marathon Asset Management

Nathaniel M. Zilkha

Co-Head, KKR Credit, KKR KKR

Stephen A. Schwarzman

Chairman, CEO and Co-Founder The Blackstone Group

Jonathan Lavine

Co-Managing Partner Bain Capital

Kewsong Lee

CEO The Carlyle Group

Bill McGlashan

Founder, CEO and Managing Partner TPG Growth

Jean Raby

CEO Natixis Investment Managers

Sandy Rattray

Chief Investment Officer Man Group

Participation is by invitation only.

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