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2025 Delivering Alpha Conference: Laffont, Erdos, Braga, Beschloss & More

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2025 Delivering Alpha Conference Philippe Laffont And Bill Ford
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Hedge Fund Alpha is covering CNBC's 15th annual 2025 Delivering Alpha Conference, which took in New York City on November 13, 2025. Coming at a This year’s event brings together leading investors, executives, and financial thinkers to discuss opportunities and risks in markets.

All coverage can be found below by looking at the linked content.

Also see:

2025 Delivering Alpha Conference Agenda

4:00pm ET - Welcome & Opening Remarks

  • David Cho, CNBC Editor-in-Chief

4:05pm - The Evolution Of Alpha

  • Michael Arougheti, Ares Management CEO & Co-founder
  • Mary Callahan Erdoes, J.P. Morgan Asset & Wealth Management CEO
  • Moderator: Leslie Picker, CNBC Senior Finance and Banking Reporter

See: "Very Very Slowly and Then All of a Sudden" – Erdoes on the Agentic AI Tipping Point

4:30pm - Democratizing Access To Alternatives

  • Andy Kapyrin, Corient Partner & Head of Portfolio Construction
  • Mary Elizabeth Guidry, Corient Associate Partner, Alternatives
  • Moderator: Michelle Caruso-Cabrera, CNBC Events Contributor

See: Corient – 86% of Companies Generating $250M+ Revenue Are Private

4:40pm - Delivering Global Alpha

  • Leda Braga, Systematica Investments Founder and CEO
  • Afsaneh Beschloss, RockCreek Founder and CEO
  • Moderator: Scott Wapner, CNBC “Fast Money Halftime Report” and “Closing Bell” Host

See: Feature Engineering Before Alpha – Inside Leda Braga's New Research Vertical at Systematica

5:00pm - Alpha And AI Investing

  • Bill Ford, General Atlantic Chairman and CEO
  • Philippe Laffont, Coatue Management Founder and Portfolio Manager
  • Moderator: Leslie Picker, CNBC Senior Finance and Banking Reporter

See: Laffont's AI Playbook - Infinite P * Q, "Mac 10" & An IPO Market "Broken Beyond Repair"

5:30pm - Cocktails

6:30pm - Dinner

6:30pm - Fireside Chat: Alpha and the City

  • Scott Rechler, RXR Chairman and CEO
  • Bill Rudin, Rudin Management Co-Chairman
  • Moderator: David Faber, CNBC “Squawk on the Street” Co-Anchor

See: NYC RE Titans – Mayor Won't Derail City; AI Cycle Is Pulling Talent And Capital Back To Manhattan

9:00pm - Event Concludes

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