Bloomberg Invest Summit: Full Schedule

5:00pm PDT

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.

Tuesday June 6, 2017 5:00pm - 8:00pm PDT
TBA

6:00pm PDT

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.

Moderators

Megan Murphy

Editor, Bloomberg Businessweek

Murphy was named editor of Bloomberg Businessweek in November 2016. Before joining the magazine, Murphy was Bloomberg's Washington Bureau Chief since August 2015, overseeing the news organization's coverage of the Federal Reserve, government, financial regulation, campaign finance... Read More →

Speakers

Thomas J. Barrack, Jr.

Executive Chairman, Colony NorthStar

Thomas J. Barrack, Jr. is the Executive Chairman of Colony NorthStar, Inc., having previously held the position of Founder and Executive Chairman of Colony Capital, Inc., the predecessor to Colony NorthStar. Before founding the Colony Capital business in 1991, Barrack was a Principal... Read More →

Tuesday June 6, 2017 6:00pm - 6:30pm PDT
TBA

6:30pm PDT

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.

Moderators

Scarlet Fu

Anchor; Co-host "What'd You Miss?", Bloomberg Television

Scarlet Fu is the co-anchor of "Bloomberg Markets Americas" on Bloomberg Television, as well as network's flagship markets program "What'd You Miss?" Based in New York, Fu has moderated discussion panels and interviewed business and political leaders for Bloomberg Television, including... Read More →

Joe Weisenthal

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

Joe Weisenthal is the executive editor of news for Bloomberg Digital. He is also the co-anchor of "What'd You Miss?", Bloomberg Television's flagship markets program, weekdays from 3:30-5pm ET. Joe leads the editorial development of markets and finance coverage across Bloomberg's... Read More →

Speakers

Jim Chanos

Founder and Managing Partner, Kynikos Associates LP

Jim Chanos is the founder and Managing Partner of Kynikos Associates LP. As the world’s largest exclusive short selling investment firm, Kynikos Associates LP provides investment management services for domestic and offshore clients. Through investment funds, partnerships, corporations... Read More →

Tuesday June 6, 2017 6:30pm - 7:00pm PDT
TBA

7:00pm PDT

Networking Cocktail Reception

Following the television event, audience members are invited to join us for cocktails and conversation.

Tuesday June 6, 2017 7:00pm - 8:00pm PDT
TBA

7:30am PDT

Registration

Wednesday June 7, 2017 7:30am - 8:30am PDT
TBA

8:30am PDT

Welcome Remarks

Moderators

Erik Schatzker

Editor-at-Large; Invest Summit Editorial Co-Chair, Bloomberg

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... Read More →

Wednesday June 7, 2017 8:30am - 8:35am PDT
TBA

8:35am PDT

In Conversation With Michael R. Bloomberg

Moderators

Erik Schatzker

Editor-at-Large; Invest Summit Editorial Co-Chair, Bloomberg

Speakers

Michael R. Bloomberg

Founder, Bloomberg LP and Bloomberg Philanthropies; Three-term Mayor of New York City, Bloomberg LP

Michael R. Bloomberg is an entrepreneur and philanthropist who served three terms as Mayor of the City of New York. Born in Boston on February 14, 1942 and raised in a middle class home in Medford, Massachusetts, Bloomberg attended Johns Hopkins University, where he paid his tuition... Read More →

Wednesday June 7, 2017 8:35am - 9:00am PDT
TBA

9:00am PDT

Invest Spotlight: Bill Gross

Moderators

Erik Schatzker

Editor-at-Large; Invest Summit Editorial Co-Chair, Bloomberg

Speakers

Bill Gross

Portfolio Manager, Global Unconstrained Bond Fund, Janus Henderson

Bill Gross is the Portfolio Manager responsible for managing the Janus Global Unconstrained Bond and Total Return strategies and is a member of the Janus global macro fixed income leadership team. He is based in Newport Beach, California. Gross co-founded PIMCO in 1971 and served... Read More →

Wednesday June 7, 2017 9:00am - 9:20am PDT
TBA

9:20am PDT

Safe Havens: Preparing for Financial Storms

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

Speakers

Mark Spitznagel

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

Mark Spitznagel is the President & CIO of Universa Investments, which he founded in 2007. He is a pioneer in tail risk hedging for institutional clients. Spitznagel is also the author of the book The Dao of Capital, and was the Senior Economic Advisor to Senator Rand Paul’s Presidential... Read More →

Wednesday June 7, 2017 9:20am - 9:30am PDT
TBA

9:30am PDT

Invest Insight: Robert F. Wallace

The Stanford endowment chief offers his views on private equity.

Moderators

Jason Kelly

New York Bureau Chief; Executive Editor, Bloomberg Television; Invest Summit Editorial Co-Chair, Bloomberg

Jason Kelly is the New York Bureau Chief of Bloomberg and the Executive Editor of Bloomberg Television, overseeing more than 1,200 journalists at the company's world headquarters He's the author of Sweat Equity: Inside the New Economy of Mind and Body, published in 2016 by John Wiley... Read More →

Speakers

Robert F. Wallace

CEO, Stanford Management Company

As Chief Executive Officer of Stanford Management Company, Robert F. Wallace oversees the university's $25 billion global, multi-asset class investment portfolio. Wallace joined SMC in 2015, having previously been the chief executive officer of Alta Advisers, a private London-based... Read More →

Wednesday June 7, 2017 9:30am - 9:45am PDT
TBA

9:45am PDT

The New PE Paradigm

Moderators

Jason Kelly

New York Bureau Chief; Executive Editor, Bloomberg Television; Invest Summit Editorial Co-Chair, Bloomberg

Speakers

Bill Ford

CEO, General Atlantic

As CEO of General Atlantic, a leading global growth equity firm, Bill Ford has over 25 years of experience investing in and helping to build leading growth companies including IHS Markit, e*Trade, Priceline, and First Republic Bank. Under Ford’s leadership, General Atlantic has... Read More →

Glenn Youngkin

President and Chief Operating Officer, The Carlyle Group

Glenn Youngkin is President and Chief Operating Officer of The Carlyle Group and serves on the firm’s Executive Group and Management Committee. He is based in Washington, DC.From 2011 until May 2014, Youngkin was Carlyle’s Operating Officer. From October 2010 until March 2011... Read More →

Wednesday June 7, 2017 9:45am - 10:15am PDT
TBA

10:15am PDT

Networking Break

Wednesday June 7, 2017 10:15am - 10:40am PDT
TBA

10:40am PDT

Populism, Policy and Positioning: The Macro View

Moderators

Julia Chatterley

Co-Anchor, "Bloomberg Markets" and "What'd You Miss?", Bloomberg Television

Julia Chatterley is the co-anchor of "Bloomberg Markets", weekdays from 2:00-3:30pm ET and co-anchor of "What'd You Miss?", Bloomberg Television's flagship markets program, weekdays from 3:30-5:00pm ET. Prior to joining Bloomberg in April 2017, Julia covered global markets and breaking... Read More →

Speakers

Jonathan Beinner

Chief Investment Officer, Goldman Sachs Asset Management

Jonathan Beinner is chief investment officer and co-head of the Global Fixed Income and Liquidity Solutions team in Goldman Sachs Asset Management (GSAM), which has more than $800 billion in traditional, alternative and money market assets under management. He is also co-head of the... Read More →

Andrew McCaffery

Global Head of Alternatives and Group Head of Solutions, Aberdeen

McCaffery is the Global Head of Alternatives and Group Head of Solutions based in Aberdeen’s London office. He is responsible for all alternatives globally, including hedge funds, private equity, infrastructure and property multi manager and for oversight of the Aberdeen Solutions... Read More →

Jim McCaughan

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

Jim McCaughan is an executive with Principal Financial Group®. He is president, global asset management, and chief executive officer of Principal Global Investors ($424.4 billion AUM as of 3/31/17). Jim oversees all global asset management activities, including developing global... Read More →

Wednesday June 7, 2017 10:40am - 11:05am PDT
TBA

11:05am PDT

University Housing: The Real Estate Portfolio Must Have

Speakers

Christopher Merrill

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

Christopher Merrill is the Co-Founder, President and CEO of Harrison Street Real Estate Capital, LLC, a real estate private equity firm he co-founded in 2005 that has completed over $16.5 billion in transactional volume and currently has over $12.5 billion in AUM. The firm was... Read More →

Wednesday June 7, 2017 11:05am - 11:15am PDT
TBA

11:15am PDT

Invest Spotlight: Ron Mock

Moderators

Erik Schatzker

Editor-at-Large; Invest Summit Editorial Co-Chair, Bloomberg

Speakers

Ron Mock

President and CEO, Ontario Teachers' Pension Plan

Ron Mock joined Ontario Teachers' in 2001, serving as President and CEO since January 1, 2014. He is a recognized leader in both long-term fund investing and pension administration and advocacy. Earlier in his tenure, as Senior Vice-President, Fixed Income and Alternative Investments... Read More →

Wednesday June 7, 2017 11:15am - 11:35am PDT
TBA

11:35am PDT

What is Alpha Really Worth?

Moderators

Erik Schatzker

Editor-at-Large; Invest Summit Editorial Co-Chair, Bloomberg

Speakers

Vicki Fuller

Chief Investment Officer, New York State Common Retirement Fund

Vicki Fuller is Chief Investment Officer for New York State's Common Retirement Fund. As of December 31,2016, the estimated value of the Fund was $186 billion. Under the direction of State Comptroller Thomas P. DiNapoli, Fuller is responsible for developing and implementing investment... Read More →

Jason Karp

Founder and Chief Investment Officer, Tourbillon Capital Partners

Jason Karp is the founder and CIO of Tourbillon Capital Partners, which manages a multi-billion global, low net exposure long/short equity fund and a long alpha fund. Mr. Karp has 18 years of investment experience and was previously co-CIO of Carlson Capital, Portfolio Manager at... Read More →

Marc Levine

Chairman, Illinois State Board of Investment

Marc Levine is the Chairman of the Illinois State Board of Investment (ISBI), which manages $20 billion on behalf of Illinois state employees. Levine was a pioneer in the asset-backed securities industry and founding principal of Chicago Asset Funding LLC, a AAA-rated structured-finance... Read More →

Wednesday June 7, 2017 11:35am - 12:00pm PDT
TBA

12:00pm PDT

The Bloomberg Intelligence 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.

Speakers

Gina Martin Adams

Chief U.S. Equity Strategist, Bloomberg Intelligence

Gina Martin Adams, CFA, CMT, is the Chief U.S. Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI . Adams provides top-down... Read More →

Wednesday June 7, 2017 12:00pm - 12:10pm PDT
TBA

12:10pm PDT

Invest Spotlight: Jon Winkelried

Moderators

Jason Kelly

New York Bureau Chief; Executive Editor, Bloomberg Television; Invest Summit Editorial Co-Chair, Bloomberg

Speakers

Jon Winkelried

Co-CEO and Partner, TPG

Jon Winkelried is the Co-Chief Executive Officer and a Partner of TPG. Winkelried was formerly with the Goldman Sachs Group, Inc. for more than 27 years when he retired in 2009 as President and Co-Chief Operating Officer. He became a partner at Goldman Sachs in 1990 and, in addition... Read More →

Wednesday June 7, 2017 12:10pm - 12:30pm PDT
TBA

12:30pm PDT

Networking Lunch and Invest Spotlight Interview With Kristi Mitchem

Bloomberg Bureau Chief Jason Kelly sits down with Wells Fargo Asset Management CEO Kristi Mitchem at this exclusive lunchtime engagement.

Moderators

Jason Kelly

New York Bureau Chief; Executive Editor, Bloomberg Television; Invest Summit Editorial Co-Chair, Bloomberg

Speakers

Kristi Mitchem

CEO, Wells Fargo Asset Management

Kristi Mitchem is chief executive officer and head of Wells Fargo Asset Management (WFAM). WFAM offers 29 autonomous investment teams with specialized expertise and proven processes, more than 500 investment professionals, and a global reach with offices and clients around the world. Mitchem... Read More →

Wednesday June 7, 2017 12:30pm - 1:45pm PDT
TBA

12:30pm PDT

Special Lunch Session: The Machine Equation

Proudly sponsored by Nasdaq.
Seating is limited. Pre-registration is required.

Financial firms are integrating machine learning and artificial intelligence capabilities to help build and protect assets. Portfolio management, algorithmic trading and fraud detection are just some of the functions benefiting from the combination of man with machine learning. That unique combination also provides opportunities to increase efficiency in back and middle office operations such as trade settlements, risk management and compliance. This panel will explore the optimal balance of interaction between humans and technology across the investment life cycle, as well as the merits and limitations of machine learning.

Moderators

Christine Harper

Executive Editor, Finance and Investing, Bloomberg

Christine Harper is Bloomberg's executive editor for finance and investing news. She joined the London office in 1998, where she covered beats including European media, technology and telecommunications, corporate debt, and investment banking. She returned to New York in 2006 to cover... Read More →

Speakers

Tucker Balch

Co-founder and Chief Scientist, Lucena Research

Tucker Balch is a professor of interactive computing at Georgia Tech where he teaches courses in Machine Learning and Finance. He is Chief Scientist and co-founder of Lucena Research, an investment software firm that focuses on Machine Learning and Big Data solutions to investment... Read More →

Valerie Bannert-Thurner

Global Head, Risk and Surveillance Solutions, Nasdaq

Bannert-Thurner (Ph.D.) is the Global Head of the Risk & Surveillance Solutions business at Nasdaq. She is responsible for the overall growth of the Trade Surveillance, Market Surveillance, and Risk businesses, providing market leading risk and surveillance solutions to buy side... Read More →

Neil Chriss

Founder and Chief Investment Officer, Hutchin Hill Capital

Neil Chriss is founder and chief investment officer of Hutchin Hill Capital. Previously, he was a managing director at SAC Capital Management, and before that he founded and was president of ICor Brokerage Inc. after serving as a portfolio manager and vice president at Goldman Sachs... Read More →

Emmanuel Sharef

Executive Vice President and Portfolio Manager, PIMCO

Dr. Sharef is an executive vice president and residential housing analytics specialist in the Newport Beach office. Prior to joining PIMCO in 2011, he worked in the mortgage credit strategists group at Morgan Stanley, developing house price forecasts and non-agency loan performance... Read More →

Wednesday June 7, 2017 12:30pm - 1:45pm PDT
TBA

1:45pm PDT

Invest Spotlight: Daniel J. Ivascyn

Moderators

Betty Liu

Anchor, Bloomberg Television

Betty Liu co-anchors "Bloomberg Daybreak Asia" from Bloomberg Television's headquarters in New York, Monday-Thursday from 7-8pm ET.An award-winning business journalist, Liu regularly interviews influential business, political and media leaders including two former U.S. Presidents... Read More →

Speakers

Daniel J. Ivascyn

Group Chief Investment Officer, PIMCO

Daniel J. Ivascyn is PIMCO Group Chief Investment Officer and a managing director in the Newport Beach office. He is lead portfolio manager for the firm’s income strategies and credit hedge fund and mortgage opportunistic strategies. He is a member of PIMCO's Executive Committee... Read More →

Wednesday June 7, 2017 1:45pm - 2:05pm PDT
TBA

2:05pm PDT

The Future of Active Management

Moderators

Peggy Collins

U.S. Investing Team Leader, Bloomberg News

Margaret Collins, known as Peggy, oversees the investing team for Bloomberg News in the U.S., which includes the company's coverage of asset managers and hedge funds. Prior to her role as team leader, she was a reporter covering topics such as retirement savings, tax policy, wealth... Read More →

Speakers

Joel Greenblatt

Managing Principal and Co-Chief Investment Officer, Gotham Asset Management

Joel Greenblatt serves as Managing Principal and Co‐Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. Since 1996, he has been a professor on the adjunct faculty of Columbia Business School where he teaches... Read More →

David Hunt

President and CEO, PGIM

David A.Hunt is President and Chief Executive Officer of PGIM, the global investment business of Prudential Financial, Inc. He oversees all aspects of the business, including its public fixed income, real estate, public equity, private fixed income, and mutual fund units. PGIM had... Read More →

Ronald P. O'Hanley

President and CEO, State Street Global Advisors

Ronald P. O'Hanley is president and chief executive officer of State Street Global Advisors (SSGA), the investment management arm of State Street Corporation and a global leader with $2.4 trillion in assets under management. SSGA provides disciplined investment solutions spanning... Read More →

Wednesday June 7, 2017 2:05pm - 2:40pm PDT
TBA

2:40pm PDT

Invest Spotlight: Cliff Asness

Moderators

Erik Schatzker

Editor-at-Large; Invest Summit Editorial Co-Chair, Bloomberg

Speakers

Cliff Asness

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

Cliff Asness is Co-founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an active researcher and has authored articles on many financial topics, including multiple publications in the Journal of Portfolio Management and the Financial Analysts Journal... Read More →

Wednesday June 7, 2017 2:40pm - 3:00pm PDT
TBA

3:00pm PDT

Invest Spotlight: Adena Friedman

Moderators

Joel Weber

Editor, Bloomberg Markets Magazine; Invest Summit Editorial Co-Chair, Bloomberg

Joel Weber is the editor of Bloomberg Markets magazine, which he re-launched in 2016 as a bi-monthly publication for customers of the Bloomberg Professional service. Weber joined Bloomberg in 2012 as a senior editor at Markets, where he covered banking, finance, economics, and technology... Read More →

Speakers

Adena Friedman

President and CEO, Nasdaq

Adena Friedman assumed the role of President and Chief Executive Officer of Nasdaq on January 1, 2017 and is a member of the Board of Directors. Friedman brings more than 20 years of industry leadership and expertise and is credited with significant contributions that shaped Nasdaq’s... Read More →

Wednesday June 7, 2017 3:00pm - 3:20pm PDT
TBA

3:20pm PDT

Networking Break

Wednesday June 7, 2017 3:20pm - 3:40pm PDT
TBA

3:40pm PDT

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

Speakers

David M. Rubenstein

Co-founder and Co-CEO, The Carlyle Group

David M. Rubenstein is a Co-founder and Co-CEO of The Carlyle Group, one of the world’s largest private equity firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing $158 billion from 35 offices around the world. Rubenstein, a native... Read More →

Paul E. Singer

Founder and President, Elliott Management Corporation

Paul E. Singer is the founder and president of Elliott Management Corporation, a New York–based trading firm. Launched in 1977 with $1 million of capital, total assets under management for the Elliott funds have grown to over $32 billion today. Elliott also has affiliated offices... Read More →

Wednesday June 7, 2017 3:40pm - 4:20pm PDT
TBA

4:20pm PDT

The Global Credit Outlook

Top investors talk about the opportunities they see in debt for the next year--from European and Chinese debt to REITs, utilities, energy, and beyond--and how they are positioning their firms to take advantage and stay safe in a world fraught with risk.

Moderators

Katia Porzecanski

Reporter, Bloomberg

Katia Porzecanski has been a reporter for Bloomberg News since 2011, and covers U.S. hedge fund firms and investing from New York.She previously covered emerging markets for five years, focusing on fixed income and foreign exchange markets in Latin America. Before joining Bloomberg... Read More →

Speakers

Hanif Mamdani

Head of Alternative Investments, RBC Global Asset Management, Inc.

Hanif Mamdani is Head of Alternative Investments for RBC Global Asset Management which manages over $350 billion across a variety of asset classes. Mamdani has headed the credit platform for the firm’s PH&N division and has been the Lead Manager of the $4.2 billion PH&N High Yield... Read More →

Bruce Richards

Co-Managing Partner and CEO, Marathon Asset Management

Bruce Richards is a Co-Managing Partner and the Chief Executive Officer of Marathon Asset Management. Richards is responsible for general oversight of the $13 billion the firm manages on behalf of its institutional investors. He also leads the firm’s Executive Committee and is a... Read More →

Nathaniel M. Zilkha

Co-Head, KKR Credit, KKR

Nathaniel M. Zilkha (New York) joined KKR in 2007 and serves as the Co-Head of KKR Credit, the firm’s global credit investing business. KKR Credit invests in special situations, private credit and leveraged credit (long only, opportunistic and long /short traded credit), primarily... Read More →

Wednesday June 7, 2017 4:20pm - 4:45pm PDT
TBA

4:45pm PDT

Invest Spotlight: Stephen A. Schwarzman

Moderators

Jason Kelly

New York Bureau Chief; Executive Editor, Bloomberg Television; Invest Summit Editorial Co-Chair, Bloomberg

Speakers

Stephen A. Schwarzman

Chairman, CEO and Co-founder, Blackstone

Stephen A. Schwarzman is Chairman, CEO and Co-Founder of Blackstone. Schwarzman has been involved in all phases of the firm’s development since its founding in 1985. The firm is a leading global asset manager with $367 billion Assets Under Management (as of December 31, 2016). Schwarzman... Read More →

Wednesday June 7, 2017 4:45pm - 5:10pm PDT
TBA

5:15pm PDT

Closing Remarks and Networking Cocktail Reception

Wednesday June 7, 2017 5:15pm - 6:20pm PDT
TBA

Timezone Bloomberg Invest Summit
America/Los Angeles
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