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lesley groff
From:
Ike Groff
Sent
Thur 11/21/2013 2:47:03 PM
Sheraton Times Square)
Some folks you know
Sheraton Times Square)
Thursday, November 21'
7:00 AM Registration
7:00 AM Networking Breakfast
8:00 AM Welcome
John A. Griffin, Founder & President, Blue Ridge Capital
8:10 AM Best Idea
Philippe P. Laffont, Founder & Chief Investment Officer, Coatue Management
8:30 AM The Big Picture
Timothy F. Geithiler, Former US Treasury Secretary
Lawrence H. Summers, Former US Treasury Secretary
Moderated by:
Marie-Josee Kravis, Senior Fellow, Hudson Institute
9:10 AM The Big Picture: A Response
Raymond T. Dalio Chairman & Chief Investment Officer, Bridgewater Associates LP
Howard Marks, Chairman, Oaktree Capital Management LP
9:35 AM Networking
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Coffee Break
9:55 AM Best Idea
Meryl Witmer, General Partner, Eagle Capital Partners LP
10:15
Best Idea
AM
David Einhorn Co-Founder & President, Greenlight Capital
10:35
Opportunities in Energy Investing
AM
William C. Reed II, President & Chief Executive Officer, Castleton Commodities
International LLC
Moderated by:
Glenn Dubin, Chairman, Highbridge Capital Management
11:05
Best Idea
AM
Daniel S. Loc_b, Founder & Chief Executive Officer, Third Point LLC
11:25
Best Idea
AM
Richard L. Chilton Jr., Chairman, Chief Executive Officer & Chief Investment Officer,
Chilton Investment Company
11:45
Networking Lunch
AM
12:55
Welcome Back
PM
Alan D. Schwartz, Executive Chairman, Guggenheim Partners LLC
I :00 PM Introduction
Mary Callahan Erdoes, Chief Executive Officer, Asset Management, J.P. Morgan
1:05 PM The Collaborative City
Michael R. Bloomberg, Mayor, New York City
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Moderated by:
Charlie Rose, Executive Editor and Host of The Charlie Rose Show
1:35 PM Lightning Round: Best Ideas
Anthony T. Bozza, Founder & Managing Partner, Lakewood Capital Management LP
Steve Kuhn Partner & Head of Fixed Income Trading, Pine River Capital
Management
Conan Laughlin, Founder & Portfolio Manager, North Tide Capital LLC
Anna Nikolayevsky Founder & Chief Investment Officer, Axel Capital Management
Parag Vora, Founder & Portfolio Manager, HG Vora Capital Management
Moderated by:
David Einhorn, Co-Founder & President, Greenlight Capital
2:30 PM Why Life Code Will Drive the Global Economy
Juan Enriquez Managing Director, Excel Venture Management
2:50 PM Networking
Coffee Break
3:10 PM Welcome Back
Jes Staley, Managing Partner, BlueMountain Capital Management LLC
3:15 PM Best Idea
Lee S. Ainslie III Founder & Managing Partner, Maverick Capital Management LLC
3:35 PM Fireside Chat
David Tepper, Founder & President, Appaloosa Management LP
Moderated by:
Rob Citrone, Founder & Portfolio Manager, Discovery Capital Management, LLC
4:05 PM Market Wrap-Up & Closing Remarks
Lee S. Ainslie III, Founder & Managing Partner, Maverick Capital Management LLC
John A. Griffin, Founder & President, Blue Ridge Capital
Philippe P. Laffont, Founder & Chief Investment Officer, Coatue Management
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Friday, November 22nd
7:00 AM Registration
7:00 AM Networking Breakfast
8:00 AM Welcome
Whitney Tilson, Founder & Managing Partner, Kase Capital Management
8:05 AM The Big Picture: What's Next?
Henry M. Paulson Jr., Chairman. The Paulson Institute at the University of Chicago
Moderated by:
Laurence D. Fink, Chairman & Chief Executive Officer, BlackRock
8:35 AM Introduction
Ivanka Trump, Executive Vice President of Development and Acquisitions, The
Trump Organization
8:40 AM The World at Large and Its Impact on the Real Estate Market
Jonathan D. Gray, Global Head of Real Estate, Blackstone
Steven Roth, Chairman & Chief Executive Officer, Vornado Realty Trust
Moderated by:
Barry S. Stemlicht Chairman & Chief Executive Officer, Starwood Capital Group
9:10 AM Best Idea
William Ackman, Founder & Chief Executive Officer, Pershing Square Capital
Management LP
9:30AM Networking
Coffee Break
10:00
A Conversation with Julian - The Original Tiger
AM
Julian H. Robertson Jr. Chairman, Tiger Management LLC
Moderated by:
John A. Griffin Founder & President, Blue Ridge Capital
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10:30
Innovation: A Disruptive Force
AM
Max Levchin, Founder, HVF
Mary Meeker, General Partner, Kleiner Perkins Caulfield & Byers
Fred Wilson, Managing Partner, Union Square Ventures
Moderated by:
Greg Becker, President & Chief Executive Officer, SVB Financial Group & Silicon
Valley Bank
11:00
Fireside Chat
AM
Jamie Dimon Chairman, President & Chief Executive Officer, JPMorgan Chase
Moderated by:
Lee Ainslie„ Founder & Managing Partner, Maverick Capital Management LLC
11:20
Lightning Round: Best Ideas
AM
Nehal Chopra, Founder & Managing Partner, Tiger Ratan Capital Management LP
Alex Sacerdote, Founder & Portfolio Manager, Whale Rock Capital Management LLC
Whitney Tilson, Founder & Managing Partner, Kase Capital Management
Moderated by:
John A. Griffin Founder & President, Blue Ridge Capital
12:05
Media in the Digital Age
PM
Jeff Bewkes, Chairman & Chief Executive Officer, Time Warner Inc.
Moderated by:
Glenn Hutchins Co-Founder, Silver Lake
12:25
Best Idea
PM
Larry Robbins, Founder, Portfolio Manager & Chief Executive Officer, Glenview
Capital Management
12:45
Factoring in Macro
PM
Stan Druckenmiller, Chairman & Chief Executive Officer, Duquesne Family Office
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LLC
Paul Tudor Jones, Founder, Co-Chairman & Chief Investment Officer, Tudor
Investment Corporation
I :15 PM Market Wrap-up & Closing Remarks
John A. Griffin, Founder & President, Blue Ridge Capital
David Einhorn, Co-Founder & President, Greenlight Capital
1:30 PM Networking Lunch
Nadia Doh
Director, Equity Research Sales and Trading
Prime Executions, Inc.
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This is research sales commentary and not reflective of the official Prime Executions Research
Dept
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