2023 Robin Hood Investors Conference – In-Depth Coverage On The Best Ideas From Griffin, Robbins, Druckenmiller, Cohen, and More

The 11th annual J.P. Morgan / Robin Hood Invrestors Conference took place on October 24 and 25, in New York City at Spring Studios. The conference is enowned for the number of quality speakers on stage, drawing on the expertise of more than four dozen experts from finance, tech, government, and academia.

Below you can find the agenda and our in-depth coverage of the conference, featuring speakers such as Ken Griffin, Sam Altman, Izzy Englander, Larry Robbins, Stanley Druckenmiller, Steve Cohen, Carson Block, and more. The full PDF is available to subscribers which can be found below.

The 2023 Robin Hood Investors Conference Agenda

Day 1

Tuesday, October 24

Morning

• 9:00 am – Welcome: Mary Callahan Erdoes,  J.P. Morgan
• 9:05 am – Fireside Chat: Stanley F. Druckenmiller,  Duquesne Family Office, LLC
  • Interviewer: Paul Tudor Jones II,  Tudor Investment Corporation
• 9:35 am – Lightning Round:
  • Speaker: Neeraj Chandra,  Untitled Investments
  • Speaker: Mohammed Anjarwala,  Advent Global Opportunities
  • Speaker: Jennifer L. Foster,  Chilton Investment Company, Inc.
  • Moderator: David Einhorn,  Greenlight Capital, Inc.
• 10:05 am – Taiwan: Election & Implications: Minxin Pei,  Claremont McKenna College
• 10:25 am – Morning Coffee Break: Powered by MarketAxess
• 10:55 am – Futurist Fireside Chat: Ray Kurzweil*,  Author, Inventor, Futurist
  • Interviewer: Stephanie Ruhle,  MSNBC & NBC News
• 11:35 am – Commercial Real Estate
  • Speaker: Owen Thomas,  BXP
  • Speaker: David Arena,  JPMorgan Chase
  • Speaker: Joseph Griffin,  Marathon Asset Management
  • Moderator: John Khoury,  Long Pond Capital
• 12:05 pm – Private Tech Perspective: Brian N. Sheth,  Haveli Investments
  • Interviewer: Rich Handler,  Jefferies
• 12:35 pm – Lunch

Afternoon

• 1:45 pm – The State of Alternatives: Michael Chae,  Blackstone
  • Interviewer: Alan Schwartz,  Guggenheim Partners
• 2:15 pm – Best Idea: Lauren Taylor Wolfe,  Impactive Capital
• 2:30 pm – A.I. Demonstrations: Alexis Ohanian,  Seven Seven Six
• 3:00 pm – Best Idea: Angela Aldrich,  Bayberry Capital Partners
• 3:15 pm – Afternoon Coffee Break: Powered by K. Ahmad & L. Hansen Family Foundation
• 3:45 pm – Best Idea: Larry Robbins,  Glenview Capital Management
• 4:00 pm – A.I. Fireside Chat: Sam Altman*,  OpenAI
  • Interviewer: Alexis Ohanian,  Seven Seven Six
• 4:30 pm – Fireside Chat: Israel Englander,  Millennium
  • Interviewer: Paul Tudor Jones II,  Tudor Investment Corporation
• 5:00 pm – End of Day One

Day 2

Wednesday, October 25

Morning

• 9:00 am – Welcome Back: Richard Buery,  Robin Hood
• 9:10 am – Fireside Chat: Kenneth C. Griffin,  Citadel, LLC
  • Interviewer: Paul Tudor Jones II,  Tudor Investment Corporation
• 9:45 am – Best Idea: Carson Block,  Muddy Waters Research
• 10:00 am – Best Idea: Munib Islam,  LTS One
• 10:15 am – Global Perspective: Condoleezza Rice,  Hoover Institution
  • Interviewer: Kenneth C. Griffin,  Citadel, LLC
• 10:45 am – Morning Coffee Break: Powered by Long Pond Capital
• 11:15 am – Best Idea: Alex Karnal,  Braidwell
• 11:30 am – US Political Backdrop
  • Speaker: Rick Davis,  Stonecourt Capital
  • Speaker: David Simas,  Emerson Collective
  • Moderator: Campbell Brown,  Meta
• 12:00 pm – Best Idea: David Rosen,  Rubric Capital Management LP
• 12:15 pm – Fireside Chat: Steven A. Cohen,  Point72
• Interviewer: Paul Tudor Jones II,  Tudor Investment Corporation
• 12:45 pm: End of Day Two

Learning from Legends (Additional Purchase)

• 12:55 pm – VIP Lunch
• 1:55 pm – Welcome Back
• 2:00 pm – Embrace Your Inner Dark Side: James Chanos,  Chanos & Co.
  • Interviewer: Stephanie Ruhle,  MSNBC & NBC News
• 2:50 pm – Hurdles to Decarbonization: The Road Ahead and Implications for Investing: John Arnold,  Arnold Ventures
• 3:35 pm – Conference Concludes

The 2023 Robin Hood Investors Conference In-Depth Coverage