Today’s Agenda: The 2014 Delivering Alpha Conference

Get real-time updates on the conversations happening at the conference on ourDelivering Alpha Live Blog.

7:30-8：20 A.:::早餐和注册

8:20-8:30点:欢迎

Master of Ceremonies: Tyler Mathisen, Co-Anchor, “Power Lunch” and “Nightly Business Report,” CNBC

• Diane Alfano, Chairman, Institutional Investor
• Mark Hoffman, President, CNBC

8:30-9:05 a.m.: KEYNOTE

Jacob J. Lew, The 76th United States Secretary of the Treasury

Interviewed by: Jim Cramer, Host, “Mad Money w/Jim Cramer” and Co-Anchor, “Squawk on the Street,” CNBC

*Please note: Doors will close at 8:20 a.m. sharp. No one will be permitted to enter or exit once the Treasury Secretary arrives. Doors will reopen at the conclusion of the opening keynote address.

9:05-9:35 a.m.: THE GLOBAL STAGE

政治骚乱，货币政策演习，市场不确定性。导航一个不断变化的投资景观。我们将收集一群世界一流的投资者来辩论，讨论全球机会和挑战。

Moderator: Kelly Evans, Co-Anchor, “Closing Bell,” CNBC

Panelists:

• Lee Ainslie，首席执行官Maverick Capital
• Mary Callahan Erdoes., Chief Executive Officer, J.P. Morgan Asset Management
• Paul Marshall, Chief Investment Officer and Chairman, Marshall Wace LLP
• Jane Mendillo, President and Chief Executive Officer, Harvard Management Company

9:35-10:00 a.m.: KEYNOTE

Ken Griffin, Founder and Chief Executive Officer, Citadel

Interviewed by: Kate Kelly, Wall Street Reporter, CNBC

10:00-10:30 a.m.: COFFEE BREAK

10:30-11:15 a.m.: BEST IDEAS

We’ve asked some of the world’s most renowned investors to share their best, most actionable ideas. Where should you put your next dollar? Find out here.

Panelists:

• Leon G. Cooperman, Chairman, Omega Advisors, Inc.
• Larry Robbins，创始人，投资组合经理和Glenview资本管理
• Michael Novogratz, Principal and Director, Fortress Investment Group LLC

11：15-11：50时50：主题演讲

Stanley Druckenmiller, Founder, Duquesne Capital Management and Chief Executive Officer and Chairman, Duquesne Family Office LLC

Interviewed by: Joe Kernen, Co-Anchor, “Squawk Box,” CNBC

11:50-12:20 p.m.: DELIVERING DIGITAL ALPHA

The best investors can envision what others cannot. Led by Re/code’s Kara Swisher, this all-star panel separates signal from noise, filtering an increasingly crowded and euphoric space for the best ideas and trends in technology.

Moderator: Kara Swisher, Co-Executive Editor, Re/code

Panelists:

• 吉姆的信徒yer, Founder and Chief Executive Officer, Breyer Capital and Partner, Accel Partners
• Shana Fisher, Managing Partner, High Line Venture Partners

12:20-2:20 p.m.: LUNCHEON WITH KEYNOTE

Chris Christie, The 55th Governor of New Jersey

Introduced by: M. Barry Bausano, President – Deutsche Bank Securities Inc. and Co-Head Global Prime Finance, Deutsche Bank

Interviewed by: John Harwood, Chief Washington Correspondent, CNBC

2:20-2:50 p.m.: KEYNOTE

John Paulson, President and Portfolio Manager, Paulson & Co. Inc.

Interviewed by: Melissa Lee, Host, “Fast Money” and “Options Action,” CNBC

2:50-3:30 p.m.: BEST IDEAS – THE NEXT GENERATION

A new generation of Alpha hunters share their top picks.

Moderator: Michael Peltz, Editor,亚博赞助欧冠

Panelists:

• Josh Birnbaum, Chief Investment Officer, Tilden Park Capital Management
• Deepak Gulati, Chief Investment Officer, Argentière Capital
• Jeffrey Smith, Managing Member, Chief Executive Officer and Chief Investment Officer, Starboard Value LP

3:30-4:00 p.m.: THE ACTIVIST AGENDA

Moderator: Andrew Ross Sorkin, Co-Anchor, “Squawk Box,” CNBC

Panelists:

• Ken Moelis, Founder, Chairman and Chief Executive Officer, Moelis & Company
• 纳尔逊佩尔兹，创始合伙人和首席执行官，Trian基金管理，L.P.

4:00-4:30 p.m.: COFFEE BREAK

4:30-5:15 p.m.: KEYNOTE

Carl Icahn, Chairman, Icahn Enterprises

Interviewed by: Scott Wapner, Host, “Fast Money Halftime Report,” CNBC

5：15-5：45下午：神秘的客人

5:45 p.m.: COCKTAIL RECEPTION

For more on the day’s event, visitdeliveringalpha.com.