2013


Thursday, November 21
7:00 AM
Registration & Networking Breakfast
Venue:

8:00 AM
Welcome
John A. Griffin - Founder & President, Blue Ridge Capital
Venue:

8:10 AM
Best Idea
Philippe P. Laffont - Founder & Chief Investment Officer, Coatue Management
Venue:

8:30 AM
The Big Picture
The Big Picture
Venue:

Timothy F. Geithner, Former US Treasury Secretary
Lawrence H. Summers, Former US Treasury Secretary
Moderated by: Marie-Josée Kravis, Senior Fellow, Hudson Institute

9:10 AM
The Big Picture: A Response
Venue:

Raymond T. Dalio, Chairman & Chief Investment Officer, Bridgewater Associates LP
Howard Marks, Chairman, Oaktree Capital Management LP

9:35 AM
Networking Coffee Break
Venue:

9:55 AM
Best Idea
Meryl Witmer - General Partner, Eagle Capital Partners LP
Venue:

Best Idea
10:15 AM
David Einhorn - Co-Founder & President, Greenlight Capital
Venue:

10:35 AM
Opportunities in Energy Investing
Venue:

William C. Reed II, President & Chief Executive Officer, Castleton Commodities International LLC
Moderated by: Glenn Dubin, Chairman, Highbridge Capital Management

11:05 AM
Best Idea
Daniel S. Loeb - Founder & Chief Executive Officer, Third Point LLC
Venue:

11:25 AM
Best Idea
Richard L. Chilton Jr. - Chairman, Chief Executive Officer & Chief Investment Officer, Chilton Investment Company
Venue:

Networking Lunch
11:45 AM
Venue:

12:55 PM
Welcome Back
Alan D. Schwartz - Executive Chairman, Guggenheim Partners LLC
Venue:

1:00 PM
Introductopm
Mary Callahan Erdoes - Chief Executive Officer, Asset Management, J.P. Morgan
Venue:

1:05 PM
The Collaborative City
Venue:

Michael R. Bloomberg, Mayor, New York City
Moderated by: Charlie Rose, Executive Editor and Host of The Charlie Rose Show

1:35 PM
Lightning Round: Best Ideas
Venue:

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
Venue:

2:50 PM
Networking Coffee Break
Venue:

3:10 PM
Welcome Back
Jes Staley - Managing Partner, BlueMountain Capital Management LLC
Venue:

3:15 PM
Best Idea
Lee S. Ainslie III - Founder & Managing Partner, Maverick Capital Management LLC
Venue:

3:35 PM
Fireside Chat
Venue:

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
Venue:

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