One of the most influential investor conferences for over a decade, CNBC’s #DeliveringAlpha brings together the biggest names in the investment community.
Joined May 2012
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"I did not like the way [Carl Icahn] managed a couple of situations I had business-wise and so, you know, for Carl to be the subject of a short attack, I do think there was a circle of life kind of quality to it," said Pershing Square CEO Bill Ackman at #DeliveringAlpha.
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"The Fed's in no mood" to cut rates "anytime soon," says @RickRieder. "I think they're going to do it in the second half of [next] year."
@ScottWapnerCNBC @DeliveringAlpha
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"[Alphabet] will be a dominant player in AI for a very, very long time, we would expect," Pershing Square CEO Bill Ackman said at #DeliveringAlpha. cnb.cx/3LH7g1n
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"My view is, or kind of the house view is, inflation is going to be persistently higher," said Pershing Square CEO Bill Ackman at #DeliveringAlpha. cnb.cx/3LH7g1n
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28 Sep 2023
"The technicals in equities are pretty amazing relative to the bond market...and I think next year you can still get an 8-10% return in equities," says @RickRieder. "I think you really need...big #tech to continue to do well..."
@ScottWapnerCNBC @DeliveringAlpha
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"I'm very bullish on Ukraine post-war," said Pershing Square CEO Bill Ackman at #DeliveringAlpha, when asked about his recent meeting with Ukrainian President Volodymyr Zelenskyy.
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LIVE: Billionaire investor Bill Ackman at CNBC's Delivering Alpha Summit youtube.com/watch?v=TrDI3QDF…
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"Bitcoin is the greatest distraction from the greatest disruption that is coming to financial services," said Franklin Templeton President and CEO Jenny Johnson at #DeliveringAlpha. Here's what she says that disruption is. cnb.cx/3LH7g1n
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"The cost of the debt service in the country is going to be significant for the next few years," says @RickRieder
@ScottWapnerCNBC @DeliveringAlpha
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.@altcap talks with @DJ_Sixsmith about speaking at @DeliveringAlpha, advice to his younger self and why he first invested in AI back in 2005. #DeliveringAlpha
Follow here for live updates:
cnbc.com/amp/2023/09/28/deli…
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"80 to 90% of the critical minerals that are refined around the world are refined by China ... Copper, gallium, cobalt. China is in control of many of those critical minerals," said Lazard President Raymond McGuire at #DeliveringAlpha. cnb.cx/3LH7g1n
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Great to see @michaelsantoli and other market pros @DeliveringAlpha while hearing from renowned investors #fairleadstrategies
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Altimeter's Brad Gerstner on AI:
"AI is going to be bigger than the internet, bigger than mobile, and bigger than cloud software." @DeliveringAlpha
cnbc.com/2023/09/28/brad-ger…
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Thank you to @CNBC for selecting CEE as the charity of choice for this year's @DeliveringAlpha Conference! We are grateful for your continued support! #DeliveringAlpha
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Taking some Fed for Thought at #DeliveringAlpha with @BlackRock’s Rick Reider and Rebecca Patterson with @steveliesman.
Follow all the coverage here:
cnbc.com/2023/09/28/deliveri…
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"It seems to me more likely than not that the Fed will continue with quantitative tightening even while it's easing," said the Council for Economic Education's Rebecca Patterson at #DeliveringAlpha. cnb.cx/3LH7g1n
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Altimeter's Brad Gerstner at #DeliveringAlpha: Google has been a "monopoly, a tax collector" on everything on the internet for 20 years. "They are the verb that collects the tax ... So, what is the verb in the age of AI? Do you Bard? Or do you ChatGPT?" cnb.cx/3LH7g1n
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Is there an AI bubble? Altimeter’s @altcap says no but some assets are overinflated including possibly OpenAI recent valuations. More from the #DeliveringAlpha @ScottWapnerCNBC interview here:
cnbc.com/2023/09/28/deliveri…
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"We see inflation moving firmly into the rearview mirror," Kathleen McCarthy, Blackstone's Global Co-Head of Real Estate, said at #DeliveringAlpha on Thursday. cnb.cx/3LH7g1n
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