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Delivering Alpha: What's Coming?
Tuesday, July 14, 2015 - 1:34pm | 402Read More...CNBC/Institutional Investor's Fifth Annual "Delivering Alpha" conference is set to kick off on Wednesday at the iconic Pierre hotel in New York City. The conference features the "whose who" of the investment, banking, political, economic and hedge fund community. This Year's Notable Speakers:...
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Nelson Peltz Talks Pepsi, Family Dollar, Bank of New York Mellon
Thursday, July 17, 2014 - 10:14am | 435Read More...Activist investor Nelson Peltz made waves with comments at the Delivering Alpha conference regarding several stocks in which he has positions. Pepsi A long-time holder of Pepsi (NYSE: PEP), Peltz boldly stated that he may engage the board in a proxy battle. Peltz has long been...
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Major Mondelez Shareholders Losing Patience with CEO
Thursday, November 21, 2013 - 2:14pm | 290Read More...Mondelez International (NASDAQ: MDLZ) Chief Exuective Officer Irene Rosenfeld is facing a lot of discontent from the company's largest investors. The New York Post reported that famed activist Nelson Peltz, along with three other top shareholders, are growing discontent. “When a CEO consistently...
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Bill Ackman Needs Herbalife to Report Disappointing Earnings Monday (HLF)
Monday, July 29, 2013 - 9:21am | 488Read More...Herbalife (NYSE: HLF) will report earnings on Monday and it’s safe to say that few will be watching more closely than Bill Ackman. The company is expected to report EPS of $1.18—a year over year increase of 7.3 percent and $1.16 billion in revenue—up 12.4 percent from one year ago. Although the...
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Carl Icahn Cracks Up Crowd at Delivering Alpha (IEP)
Wednesday, July 17, 2013 - 5:49pm | 142Read More...In a face to face interview at CNBC's Delivering Alpha conference, Carl Icahn, the majority shareholder of Icahn Enterprises (NYSE: IEP), had the crowd in stitches after some of his comments. Here are some of the more humorous highlights: After Scott Wapner asked him why he had been so actively...
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Bill Ackman Puts 18% of Assets into Procter & Gamble
Thursday, July 19, 2012 - 1:58pm | 302Read More...Noted activist investor Bill Ackman announced his latest stock pick yesterday at CNBC's Delivering Alpha Conference. Ackman, who is well-known for being actively involved in the current J.C. Penney (NYSE: JCP) turnaround process, revealed that his Pershing Square fund owns approximately $1.8...
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Kathleen Kelley Says GBP/USD Could Fall to 1.20
Wednesday, July 18, 2012 - 2:52pm | 135Read More...Kathleen Kelley, formerly of Kingdon Capital and veteran global macro portfolio manager, stated Wednesday that the U.K. may be the weakest of all European economies. From an investment stand point, Kelley cites that shorting the euro is a very crowded trade and is difficult to do. She believes...
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Chanos Says Hewlett-Packard Is The Ultimate Value Trap For Investors
Wednesday, July 18, 2012 - 12:44pm | 95Read More...Kynikos Associates' Jim Chanos just told the audience at the Delivering Alpha conference that Hewlett-Packard (NYSE: HPQ) is the ultimate value trap. Chanos says Hewlett-Packard is destroying value through all its acquisitions among other things. Chanos was turned onto Hewlett-Packard after it...
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Leon Cooperman Still Likes Boston Scientific And Apple
Wednesday, July 18, 2012 - 12:05pm | 343Read More...Omega Advisors' Chairman and CEO, Leon Cooperman, revealed his best investment ideas at the Delivering Alpha conference on Wednesday. Cooperman noted that he is bullish on equities and cited them as "the best house in the financial neighborhood." According to him, the stocks are cheap against the...
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Fortress Investment Group's Briger Likes Europe in Near Future
Wednesday, July 18, 2012 - 10:39am | 211Read More...In an interview from CNBC-organized Delivering Alpha in New York on Wednesday, Peter Briger of Fortress Investment Group (NYSE: FIG) said there are going to be thousands of investing opportunities over the next 4 to 5 years. Briger advised that cash is currently a "great place to be in" because...
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Richard Perry Bearish on Spain and Italy
Wednesday, July 18, 2012 - 10:33am | 202Read More...Richard Perry, CEO of Perry Capital appeared at CNBC's Delivering Alpha Conference on Wednesday. He participated in the Global Opportunities panel that was moderated by a Squawk Box co-anchor Becky Quick. Other panelists included Peter Briger, Mary Callahan Erdoes, and Jane Mendillo. During the...
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Geithner: Economy Still Climbing Out of a Ditch
Wednesday, July 18, 2012 - 9:30am | 293Read More...U.S. Secretary of Treasury Timothy Geithner agrees the economy is "definitely slower." In an interview that headlined CNBC-organized Delivering Alpha in New York on Wednesday, Mr. Geithner told Larry Kudlow that the reason for the slowdown is the enormous size of the ditch the economy has been...
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Hedge Fund Managers to Gather at This Year's Delivering Alpha
Tuesday, July 10, 2012 - 2:27pm | 456Read More...The annual conference from CNBC and Institutional Investor returns for another year of in-depth discussions involving the market's most important issues. Featuring Timothy Geithner as its keynote speaker, Delivering Alpha attendees will get to hear from Preet Bharara, United States Attorney for...
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Is Jamie Dimon Just Like Benedict Arnold?
Wednesday, September 28, 2011 - 11:18am | 570Read More...There was a report in the N.Y. Post this morning that J.P. Morgan (NYSE: JPM) CEO Jamie Dimon was seen meeting with Mitt Romney. If this is true, Dimon could be to President Obama what Benedict Arnold was to George Washington: a turncoat. Obama has long considered Dimon his top ally on Wall...
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When, if Ever, Will Housing Turn Around?
Tuesday, September 20, 2011 - 2:53pm | 634Read More...With this morning's mixed picture, the answer to the question remains a big "no one knows." August housing starts came in at 571,000, down 5% month-over-month. Building permits were a little better than expected, coming in at 620,000. Economists had been expecting 590,000 starts. This is up 3.2...
