Bloomberg HQ NYC
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 co*cktail 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
- Megan Murphy
Editor, Bloomberg Businessweek
Speaker
- Thomas J. Barrack, Jr.
Executive Chairman, Colony NorthStar
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
- Erik Schatzker
Editor-at-Large, Bloomberg Television
8:35 am
In Conversation with Michael R. Bloomberg
Moderator
- Erik Schatzker
Editor-at-Large, Bloomberg Television
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
- Erik Schatzker
Editor-at-Large, Bloomberg Television
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
- Robert F. Wallace
CEO, Stanford Management Company
9:45 am
The New PE Paradigm
Speakers
- Bill Ford
CEO, General Atlantic
- Glenn Youngkin
Co-Chief Executive Officer , The Carlyle Group
10:40 am
Populism, Policy and Positioning: The Macro View
Moderators
- Julia Chatterley
Anchor, Bloomberg Television
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
- Christopher Merrill
Co-founder, President and CEO, Harrison Street Real Estate Capital, LLC
11:15 am
Invest Spotlight: Ron Mock
Moderator
- Erik Schatzker
Editor-at-Large, Bloomberg Television
11:35 am
What is Alpha Really Worth?
Moderators
- Erik Schatzker
Editor-at-Large, Bloomberg Television
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.
- Gina Martin Adams
Chief U.S. Equity Strategist, Bloomberg Intelligence
12:10 pm
Invest Spotlight: Jon Winkelried
speaker
- Jon Winkelried
Co-CEO and Partner, TPG
12:30 pm
Networking Lunch and Invest Spotlight Interview with Kristi Mitchem
speaker
- Kristi Mitchem
CEO, BMO Global Asset Management
Special Lunch Session: The Machine Equation
Moderator
- Christine Harper
Editor, Bloomberg Markets Magazine
Speakers
- 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
1:45 pm
Invest Spotlight: Daniel J. Ivascyn
Moderator
- Betty Liu
Executive Vice Chairman, New York Stock Exchange
Speaker
- Daniel J. Ivascyn
Group Chief Investment Officer, PIMCO
2:05 pm
The Future of Active Management
moderators
- Peggy Collins
Managing Editor, U.S. Economy, Bloomberg News
speakers
- 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
2:40 pm
Invest Spotlight: Cliff Asness
moderator
- Erik Schatzker
Editor-at-Large, Bloomberg Television
Speaker
- Cliff Asness
Co-founder, Managing Principal and Chief Investment Officer, AQR Capital Management
3:00 pm
Invest Spotlight: Adena Friedman
speaker
- Adena Friedman
President and CEO, Nasdaq
3:20 pm
Networking Break
3:40 pm
The Davide Rubenstein Show: Peer-to-Peer Conversations LIVE
Speakers
- Paul E. Singer
Co-founder and Co-CEO, The Carlyle Group
- David M. Rubenstein
Co-Founder and Co-Executive Chairman, The Carlyle Group
4:20 pm
The Global Credit Outlook
moderator
- Katia Porzecanski
Reporter, Bloomberg
Speakers
- 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
4:45 pm
Invest Spotlight: Stephen A. Schwarzman
Speaker
- Stephen A. Schwarzman
Chairman, CEO and Co-Founder, The Blackstone Group
5:15 pm
Closing Remarks and Networking co*cktail Reception
June 5 - Tuesday
8:00 am
Bloomberg Invest New York
Location
Bloomberg HQ NYC
Speakers
- 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
- Glenn Youngkin
Co-Chief Executive Officer , The Carlyle Group