deliveringalphaconference
Following are excerpts from the unofficial transcript of a CNBC EXCLUSIVE interview with Elizabeth Burton, Employees’ Retirement System of the State of Hawaii Chief Investment Officer, and Purnima Puri, HPS Investment Partners Governing Partner and Public Credit Strategies Portfolio Manager, from the CNBC Delivering Alpha Conference, which took place on Wednesday, September 29th. Q2 2021 hedge fund letters, conferences and more Elizabeth Burton On A Risk Of Higher InflationI think there are parts of things that have gone out that are transitory, and I think you saw that in airline prices in Au...
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Following are excerpts from the unofficial transcript of a CNBC EXCLUSIVE interview with Chamath Palihapitiya, Social Capital Founder and CEO, from the CNBC Delivering Alpha Conference, which took place on Wednesday, September 29th. Q2 2021 hedge fund letters, conferences and more Palihapitiya On ChinaI have always said that I can only invest in a place if I really understand how the money goes in, the rule of law, and then most importantly, how the money can come out. And what I've seen over the last six months has really shaken my confidence in my ability to predict what happens next. And so...
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Following are excerpts from the unofficial transcript of a CNBC EXCLUSIVE interview with Scott Sperling, Thomas H. Lee Partners Co-CEO; Alex Denner, Sarissa Capital Management Founding Partner and Chief Investment Officer; and Dr. Christiana Bardon, MPM Capital Portfolio Manager, from the CNBC Delivering Alpha Conference, which took place on Wednesday, September 29th. Q2 2021 hedge fund letters, conferences and more Sperling On Healthcare CapacityBased on what we saw in COVID that there's a need for more capacity in our healthcare system, to address the needs of patients, either at lower acuit...
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Following are excerpts from the unofficial transcript of a CNBC EXCLUSIVE interview with Orlando Bravo, Thoma Bravo Co-Founder and Managing Partner, from the CNBC Delivering Alpha Conference, which took place on Wednesday, September 29th. Q2 2021 hedge fund letters, conferences and more Bravo On Being The Best Time To BuyWe're getting to buy the market leaders at scale and at high growth as well. The three of them combined. And we're fortunate that we can do that because our team can execute. The reason for that is people like to work with us. We have great people on our team, we have a great ...
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Following are excerpts from the unofficial transcript of a CNBC EXCLUSIVE interview with Jim Coulter, TPG Executive Chairman and Founding Partner, from the CNBC Delivering Alpha Conference, which took place on Wednesday, September 29th. Q2 2021 hedge fund letters, conferences and more Coulter On OctoberStuff happens in October, and we've got government activity we've got a potential defaults so strap in, strap in. It's, it's gonna be an interesting time and more opportunities and risks. Coulter On The AOL MomentSo I think about where we are as a moment, that's equivalent to AOL in 1990, the fi...
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Following are excerpts from the unofficial transcript of a CNBC EXCLUSIVE interview with Carine Smith Ihenacho, Norges Bank Investment Management Chief Corporate Governance and Compliance Officer, Wendy Cromwell, Wellington Vice Chair, and Christopher Ailman, CalSTRS Chief Investment Officer, from the CNBC Delivering Alpha Conference, which took place on Wednesday, September 29. Q2 2021 hedge fund letters, conferences and more Wendy Cromwell On Climate ChangeWe get caught up in the terminology or the nomenclature of ESG, but if you just take a big step back and you think about what are some of...
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Following are excerpts from the unofficial transcript of a CNBC EXCLUSIVE interview with Mary Callahan Erdoes, J.P Morgan Asset & Wealth Management Chief Executive Officer; Ashbel Williams, Florida State Board of Administration Executive Director and CIO; Jason Klein, Memorial Sloan Kettering Cancer Center CIO, from the CNBC Delivering Alpha Conference, which took place on Wednesday, September 29th. Q2 2021 hedge fund letters, conferences and more Mary Callahan Erdoes On Negative RatesNegative real rates are here to stay, 74% of the global AG has negative real rates, every single US Treasury m...
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