Bloomberg HQ NYC | June 4-6, 2018
Bloomberg Invest
New York
Bloomberg Invest New York returns in 2018 as we bring together the most influential, dynamic and innovative figures in investing for an in-depth exploration of the challenges and opportunities posed by a rapidly changing financial landscape.
Big money. Big ideas.
Utilizing Bloomberg’s unparalleled global data, analysis and news resources, Bloomberg Invest New York engages the smartest people in finance, economics, and markets to tackle the most complicated issues head-on, helping institutional investors make profitable decisions in 2018 and beyond.
For highlights from the inaugural 2017 event, click here.
June 4 - Monday
Registration opens
In Conversation With David Rubenstein
The Carlyle co-founder sits down with Bloomberg's Jason Kelly for a wide-ranging fireside chat.
Speaker
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David M. Rubenstein
Co-Founder and Co-Executive Chairman, The Carlyle Group
Interviewer
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Jason Kelly
Chief Correspondent, QuickTake, Bloomberg
Opening Night Cocktail Reception and Dinner
Bloomberg Invest 2018 kicks off with cocktails and a dinner program.
Proudly sponsored by Unicorn Crowdfunding.
The Future of Health Care: In Conversation With David Cordani
Bloomberg Businessweek editor Joel Weber sits down with David Cordani, President and CEO of Cigna Corporation for an extended conversation about the future of the health care industry.
Speaker
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David Cordani
President and CEO, Cigna Corporation
Interviewer
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Joel Weber
Editor, Bloomberg Businessweek
June 5 - Tuesday
Special Breakfast Session: Healthcare Tech and the Power of Connectivity
Big data is a big deal in health care as the promise of reducing inefficiencies and cutting costs while simultaneously improving patient care is goal providers are chasing. With major breakthroughs happening at breakneck speed, it's important for investors to understand where value is being created. This enlightening discussion will bring together top Bloomberg analysts with leading researchers, practitioners and technology companies for an in-depth look at the ways new data technologies are transforming the healthcare tech sector.
Seating is limited. Pre-registration is required.
Proudly sponsored by Abbott.
Speakers
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Michael J. Dowling
President and CEO, Northwell Health
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Robert B. Ford
Executive Vice President, Medical Devices, Abbott
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Leslie Saxon, MD
Executive Director, USC Center for Body Computing
Moderator
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Jonathan Palmer
Senior Analyst Healthcare, Bloomberg Intelligence
Registration Opens and Networking Breakfast
Welcome
Invest Summit Editorial Co-Chair Erik Schatzker and Bloomberg Chairman Peter Grauer welcome the audience to Bloomberg Invest 2018.
Speakers
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Peter T. Grauer
Chairman, Bloomberg L.P.
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Erik Schatzker
Editor-at-Large, Bloomberg Television
Teamwork at the Top: In Conversation With Joseph Bae and Scott Nuttall
A look at the landscape with two of private equity's top names.
Speakers
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Joseph Bae
Co-President, Co-Chief Operating Officer, KKR
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Scott C. Nuttall
Co-President, Co-Chief Operating Officer, KKR
Interviewer
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Jason Kelly
Chief Correspondent, QuickTake, Bloomberg
The State and Future of Asset Management
Leading asset managers sit down with Bloomberg's Peggy Collins for an in-depth look at the asset management landscape.
Speakers
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David A. Hunt
President and CEO, PGIM
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Cyrus Taraporevala
President and CEO, State Street Global Advisors
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Yie-Hsin Hung
CEO, New York Life Investment Management
Moderator
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Peggy Collins
Managing Editor, U.S. Economy, Bloomberg News
China's Impact on U.S. Capital Markets: In Conversation With Carson Block
An in-depth conversation about China with the Muddy Waters CIO.
Speaker
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Carson Block
Chief Investment Officer, Muddy Waters Capital LLC
Interviewer
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Erik Schatzker
Editor-at-Large, Bloomberg Television
Accelerating Impact: In Conversation With Bill McGlashan
A growing number of today's investors are grappling with how to account for the environmental and social aspects of their financial performance. But how do you assign value to such outcomes? We'll sit down with the head of the largest impact investing fund to discuss what it means to simultaneously target market-rate returns and social benefit. This wide-ranging discussion will also address the evolution of growth investing.
Speaker
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Bill McGlashan
Founder, CEO and Managing Partner, TPG Growth
Interviewer
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Melissa Mittelman
Reporter, Bloomberg Deals, Bloomberg
The Evolution of Capital Markets: In Conversation With Adena Friedman
In this wide-ranging interview, the Nasdaq CEO shares her thoughts on technological disruption in the financial industry, including innovations such as AI & blockchain; the major trends she sees in the active v. passive debate; and her views on long-termism, ensuring that long-term investors are able to participate on a level playing field with those who focus on speed and market timing.
Speaker
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Adena Friedman
President and CEO, Nasdaq
Interviewer
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Joel Weber
Editor, Bloomberg Businessweek
Networking Break
Teamwork at the Top: In Conversation With Kewsong Lee and Glenn Youngkin
The Carlyle co-CEOs talk about the changes at Carlyle, what it means and what investors can expect to see from the legendary firm.
Speakers
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Kewsong Lee
CEO, The Carlyle Group
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Glenn Youngkin
Co-Chief Executive Officer , The Carlyle Group
Interviewer
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Jason Kelly
Chief Correspondent, QuickTake, Bloomberg
Ethics, Human Behavior and AI in Banking: In Conversation With Catherine Bessant
Cathy Bessant talks straight about how Bank of America is developing next-generation technology and what it means for consumers, investors and the world.
Speaker
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Catherine P. Bessant
Chief Operations and Technology Officer, Bank of America
Interviewer
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Julie Hyman
Reporter, Bloomberg Television
Making Sense of Equity Markets with Gina Martin Adams
Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams examines the current landscape for U.S. stocks and what to expect in the second half of 2018 as late-cycle market conditions emerge.
Speaker
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Gina Martin Adams
Chief U.S. Equity Strategist, Bloomberg Intelligence
Macroeconomic Trends: Volatility, Rates and Bond Portfolios
A look at the global markets and the macroeconomic trends that are making 2018 one of the most volatile years in recent memory.
Speakers
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Rebecca Patterson
Managing Director and Chief Investment Officer, Bessemer Trust
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Nili Gilbert
Co-Founder, Portfolio Manager, Matarin Capital
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Jonathan Beinner
Chief Investment Officer, Co-Head of Global Fixed Income and Liquidity Solutions, Goldman Sachs Asset Management
Moderator
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Julia Chatterley
Anchor, Bloomberg Television
Special Lunch Session: ETFs Pass Another Test (And Why It Will Never Be Enough for Critics)
With the recent market sell-offs dominating headlines, the story for ETFs is mixed. Since the beginning of the year, new funds have launched at the average of one per day and investors have shown no signs of lessened enthusiasm. But the idea persists that ETFs are riskier during a market sell-off. Is this a valid critique? Bloomberg ETF guru Eric Balchunas leads an in-depth discussion with some of the top names in ETFs.
Seating is limited. Pre-registration is required.
Proudly sponsored by Invesco QQQ.
Speakers
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Reginald M. Browne
Senior Managing Director, Cantor Fitzgerald
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Todd Rosenbluth
Senior Director of ETF and Mutual Fund Research, CFRA
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Linda H. Zhang
Founder and CEO, Purview Investments
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Eric Pollackov
Global Head of ETF Capital Markets, Invesco
Moderator
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Eric Balchunas
Senior ETF Analyst, Bloomberg Intelligence
Networking Lunch
The networking lunch will feature a short presentation from Bloomberg's Global Head of Sustainable Business and Finance Curtis Ravenel who will discuss how the recommendations of the Task Force on Climate-related Financial Disclosures can help investors make better-informed decisions.
Presenter
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Curtis D. Ravenel
Global Head, Sustainability & Finance, Bloomberg L.P.
The Pace of Change: In Conversation With David Siegel
The Two Sigma co-founder talks with Bloomberg Businessweek editor Joel Weber about his views on how technology is shaping industry and society.
Speaker
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David Siegel
Co-Founder & Co-Chairman, Two Sigma, Chairman, Siegel Family Endowment
Interviewer
-
Joel Weber
Editor, Bloomberg Businessweek
Weighing Alternatives: A Conversation With Bill Ford and Michael Sabia
One of Canada's largest institutional investors sits down with one of private equity's most interesting CEOs for a frank conversation about the changing alternatives landscape.
Speakers
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Bill Ford
CEO, General Atlantic
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Michael Sabia
President and CEO, CDPQ
Moderator
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Christine Harper
Editor, Bloomberg Markets Magazine
Finding the Edge: Technology for Investors
How is technology changing the investing landscape and what does it all mean for investors? Two of the most interesting people from the world of quant investing take us through the world of big data, disruption and what it means for the future of asset management.
Speakers
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Sandy Rattray
Chief Investment Officer, Man Group
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Heidi Khashabi Ridley
CEO, Rosenberg Equities, AXA Investment Managers
Moderator
-
Katia Porzecanski
Reporter, Bloomberg
Networking Break
Learning From the Cycles: In Conversation With Jonathan Lavine
Bain Capital's co-managing partner talks about the cycles, trends and forces that are impacting global investing and what it all means for institutional investors.
Speaker
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Jonathan Lavine
Co-Managing Partner, Bain Capital
Interviewer
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Scarlet Fu
Anchor, Bloomberg Television
The Blackstone Outlook: In Conversation With Joseph Baratta
A fireside chat with the Blackstone Global Head of Private Equity.
Speaker
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Joseph Baratta
Global Head of Private Equity, Blackstone
Interviewer
-
Jason Kelly
Chief Correspondent, QuickTake, Bloomberg
The Future of Active Management
As fee pressures, the hunt for yield, and the rate environment drive more investors to passive products, active managers have often been characterized as being in an existential fight for survival. What are asset managers doing to survive and thrive?
Speakers
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Michelle R. Seitz
Chairman and CEO, Russell Investments
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Jean Raby
CEO, Natixis Investment Managers
Moderator
-
Caroline Gage
Executive Editor for Global Finance, Bloomberg
Building a Portfolio for the Long Term
Top investors and asset managers talk about what every institution needs in their portfolio.
Speakers
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David Villa
Chief Investment Officer, State of Wisconsin Investment Board
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John R. Reinsberg
Deputy Chairman, Head of International and Global Strategies, Lazard Asset Management LLC
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Afsaneh M. Beschloss
Founder and CEO, RockCreek
Moderator
-
Erik Schatzker
Editor-at-Large, Bloomberg Television
What's Next for Cryptocurrencies: In Conversation with Michael Novogratz
The former Fortress Macro CIO and founder/CEO of Galaxy Digital Capital Management talks about what he sees for the future of cryptocurrencies and the implications for institutional investors.
Speaker
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Michael Novogratz
Founder and Chief Executive Officer, Galaxy Digital Capital Management
Interviewer
-
Erik Schatzker
Editor-at-Large, Bloomberg Television
Closing Cocktail Reception
Proudly sponsored by NetJets.
June 6 - Wednesday
Wednesday's sessions are hosted by Bloomberg Professional Services and are by invitation only.
Executive Session: COO Breakfast
A well-defined Target Operating Model (TOM) is increasingly essential for sustaining competitive operations and differentiating a firm's ability to thrive. Explore the different journeys to tomorrow's buy-side target operating model with your COO peers, and discover how you can leverage Bloomberg’s global, cross-asset class solutions to uncomplicate compliance and streamline operations.
*Invitation Only
Executive Session: CIO Luncheon
It is estimated that 90% of today's data has been created since 2016. Asset managers are on a torrid pace developing and incorporating more analytics and sweeping up as much of that data as possible to maintain their edge. 75% of your peers are already using social media and social-driven feeds to inform their investing decisions.* As the use of alternative data has quickly become mainstream, where are asset managers looking next?
Connect with your CIO peers to hear how they're navigating the sea of profitable data. Also, hear Bloomberg’s perspective and how we are driving solutions to help clients get ahead in these areas.
*Greenwich Associates
Invitation Only
Executive Session: CTO Dinner
Bloomberg's Chief Technology Officer, Shawn Edwards, will host an exclusive CTO dinner to discuss new technology trends and how this industry is tacking emerging challenges.
Topics include: • Aligning change with long term strategy
• Automation and outsourcing
• Data as a differentiator
• Managing new data sets
• Build or buy?
• Exploring new technologies
*Invitation Only
Speakers

Joseph Bae
Co-President, Co-Chief Operating Officer KKR
Joseph Baratta
Global Head of Private Equity Blackstone
Jonathan Beinner
Chief Investment Officer, Co-Head of Global Fixed Income and Liquidity Solutions Goldman Sachs Asset Management
Afsaneh M. Beschloss
Founder and CEO RockCreek
Catherine P. Bessant
Chief Operations and Technology Officer Bank of America
Carson Block
Chief Investment Officer Muddy Waters Capital LLC
Reginald M. Browne
Senior Managing Director Cantor Fitzgerald
David Cordani
President and CEO Cigna Corporation
Michael J. Dowling
President and CEO Northwell Health
Bill Ford
CEO General Atlantic
Robert B. Ford
Executive Vice President, Medical Devices Abbott
Adena Friedman
President and CEO Nasdaq
Nili Gilbert
Co-Founder, Portfolio Manager Matarin Capital
Peter T. Grauer
Chairman Bloomberg L.P.
Yie-Hsin Hung
CEO New York Life Investment Management
David A. Hunt
President and CEO PGIM
Jonathan Lavine
Co-Managing Partner Bain Capital
Kewsong Lee
CEO The Carlyle Group
Bill McGlashan
Founder, CEO and Managing Partner TPG Growth
Michael Novogratz
Founder and Chief Executive Officer Galaxy Digital Capital Management
Scott C. Nuttall
Co-President, Co-Chief Operating Officer KKR
Rebecca Patterson
Managing Director and Chief Investment Officer Bessemer Trust
Eric Pollackov
Global Head of ETF Capital Markets Invesco
Jean Raby
CEO Natixis Investment Managers
Sandy Rattray
Chief Investment Officer Man Group
Curtis D. Ravenel
Global Head, Sustainability & Finance Bloomberg L.P.
John R. Reinsberg
Deputy Chairman, Head of International and Global Strategies Lazard Asset Management LLC
Heidi Khashabi Ridley
CEO Rosenberg Equities, AXA Investment Managers
Todd Rosenbluth
Senior Director of ETF and Mutual Fund Research CFRA
David M. Rubenstein
Co-Founder and Co-Executive Chairman The Carlyle Group
Michael Sabia
President and CEO CDPQ
Leslie Saxon, MD
Executive Director USC Center for Body Computing
Michelle R. Seitz
Chairman and CEO Russell Investments
David Siegel
Co-Founder & Co-Chairman, Two Sigma Chairman, Siegel Family Endowment
Cyrus Taraporevala
President and CEO State Street Global Advisors
David Villa
Chief Investment Officer State of Wisconsin Investment Board
Glenn Youngkin
Co-Chief Executive Officer The Carlyle Group
Linda H. Zhang
Founder and CEO Purview Investments
Gina Martin Adams
Chief U.S. Equity Strategist Bloomberg Intelligence
Eric Balchunas
Senior ETF Analyst Bloomberg Intelligence
Julia Chatterley
Anchor Bloomberg Television
Peggy Collins
Managing Editor, U.S. Economy Bloomberg News
Scarlet Fu
Anchor Bloomberg Television
Caroline Gage
Executive Editor for Global Finance Bloomberg
Christine Harper
Editor Bloomberg Markets Magazine
Julie Hyman
Reporter Bloomberg Television
Jason Kelly
Chief Correspondent, QuickTake Bloomberg
Melissa Mittelman
Reporter, Bloomberg Deals Bloomberg
Jonathan Palmer
Senior Analyst Healthcare Bloomberg Intelligence
Katia Porzecanski
Reporter Bloomberg
Erik Schatzker
Editor-at-Large Bloomberg Television
Joel Weber
Editor Bloomberg BusinessweekSponsors

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; www.invesco.com. Invesco is the provider of QQQ, one of the earliest and largest ETFs in the industry. QQQ trades on the Nasdaq Stock Market where innovation and technology expertise have created a world-recognized marketplace for the world’s biggest and best technology companies.

Abbott is a global healthcare company devoted to improving life through the development of products and technologies that span the breadth of healthcare. With a portfolio of leading, science-based offerings in diagnostics, medical devices, nutritionals and branded generic pharmaceuticals, Abbott serves people in more than 150 countries and employs approximately 99,000 people.
Visit Abbott at www.abbott.com and connect with us on Twitter at @AbbottNews.

The Unicorn is an Equity Crowdfunding TV show airing on Bloomberg Television Fall 2018 that is helping companies raise money and get maximum exposure. The Unicorn is the industry-leading crowd funding platform and is utilizing its vast reach to help drive traffic to companies that are looking to raise capital.
Viewers of The Unicorn TV will have a chance to invest in the companies that they have an interest in, “if you love the product, you can own part of the company”. The Unicorn disrupts the challenges of raising money for businesses by providing them the stage to pitch to viewers who can invest in them.
Every Saturday on ‘Bloomberg TV’ companies have the opportunity to raise funds to help take their companies to the next level. Go to www.theunicorn.tv. No Sharks Just Unicorns.

Beginning as the first ever private jet charter and management company, NetJets has led the industry for 50+ years. Then in 1986, they revolutionized it with the concept of shared ownership and proceeded to build the largest, most diverse private jet fleet in the world. Today, backed by Berkshire Hathaway, NetJets offers a full range of personalized solutions to meet—and exceed—the incredible needs and high standards of the world’s most notable travelers.