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A Summary of the Conference

Delivering Alpha Institutional Investor Conference: A Summary


Fund Manager/Fund Trade Ticker HPQ Jim Chanos Dell CAT DD Nelson Peltz PEP MDLZ ESRX QCOM TMO SD Leon Cooperman ABR ARP CIM KKR TCRD Trade SHORT SHORT SHORT LONG LONG LONG LONG LONG LONG LONG LONG LONG LONG LONG LONG Market Reaction -0.50% -1.08% -1.70% 5.28% 1.45% 2.13% 1.91% 1.29% 0.26% 4.87% 9.95% 3.24% 3.12% 1.28% 1.74%

Notes: Legendary hedge fund manager John Paulson remains undaunted by the huge plunge in gold, maintaining that the case for owning the yellow metal remains strong. Paulson said he feels as strongly about the housing recovery as he did its demise.

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