The Only Parts Of Delivering Alpha We Care About

CNBC's Delivering Alpha conference is tomorrow. We'll have a short list out later of potential targets for the major activists in a bit - either on the site of via Activist Strategy. Here's the times and parts you need to be ready for: 

8:40-9:10 a.m. ALPHA ALL-STARS

  • Moderator: Jim Cramer, Host, "Mad Money w/Jim Cramer" and Co-Anchor, "Squawk on the Street," CNBC
  • Panelists:
  1. William A. Ackman, Founder, Chief Executive Officer and Portfolio Manager, Pershing Square Capital Management LP
  2. Nelson Peltz, Founding Partner and Chief Executive Officer, Trian Fund Management LP

11:15-11:55 a.m. BEST IDEAS – THE ACTIVISTS
Idea Generators:
• Keith Meister, Managing Partner and Chief Investment Officer, Corvex Management LP
• Tom Sandell, Founder, Chairman and Chief Executive Officer, Sandell Asset Management
• Jeffrey Smith, Managing Member, Chief Executive Officer and Chief Investment Officer, Starboard Value LP

12:20-2:15 p.m. LUNCHEON WITH KEYNOTE
Paul E. Singer, Founder and President, Elliott Management
Interviewed by: David Faber, Co-Anchor, "Squawk on the Street," CNBC

4:40-5:20 p.m. THE ALPHA DEBATE: ACTIVISM
Moderator: Scott Wapner, Host, "Fast Money Halftime Report," CNBC
Keynotes:
• Laurence D. Fink, Founder, Chairman and Chief Executive Officer, BlackRock
• Carl Icahn, Chairman, Icahn Enterprises