Delivering Alpha Investor Summit: Risk, Rewards, Returns 10/17/23

Closing Bell

CNBC

News, Business

4.4 • 139 Ratings

🗓️ 17 October 2023

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this new world of more normalized returns and emerging, shifting risks, what will give investors the edge to outperform and deliver alpha? The 13th annual CNBC Delivering Alpha Investor summit convened elite investors, thinkers and leaders across the spectrum of asset classes – equities, commodities, real estate, credit, alternatives and beyond – providing insights and ideas, analysis and intelligence, all designed to balance risk with maximized returns. Delivering Alpha was recorded on September 28th, 2023. You can watch all sessions of CNBC's Delivering Alpha Investor Conference on CNBC.com/deliveringalpha Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcript

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0:00.0	It's one of the most influential investor conferences of the year, a gathering of the
0:05.6	industry's top asset managers and investors right here in New York City.
0:10.0	One of the best investments we've made, and we've got more.
0:12.2	Offering insight on how to gain an edge and deliver Alpha.
0:15.0	We're at the beginning of one of the biggest tech booms in the history of technology.
0:20.0	Equities and commodities to real estate and beyond.
0:23.6	Private credit is having a little bit of a moment.
0:25.7	Every single company is talking about the utilization of AI today.
0:29.2	Bitcoin is the greatest distraction from the greatest disruption that is coming to
0:34.0	financial services it's all about risks rewards returns this is a see
0:39.2	NBC special event delivering out
0:41.5	them tech is almost always special event delivering out.
0:46.0	Tech is almost always a wild ride, but with billions under management,
0:48.1	Altimeter founder and CEO Brad Gerstner
0:50.4	is in it for the long haul.
0:52.6	So the other day I read a story and it says open AI,
0:56.6	chat, geepT fame, seeks a valuation of $90 billion
1:01.6	for a possible share sale. Now the valuation was 30 billion back in
1:06.5	January so 30 billion January 90 billion in September. Is AI a bubble or not? I've now been investing in technology for 25
1:16.0	years. I've lived through a few bubbles. We like to describe these moments as
1:22.1	super cycles, the internet mobile
1:25.2	cloud computing and now AI they're the start of these things that are going to
	...

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