Delivering Alpha 2019: What You Need To Know

The Delivering Alpha 2019 conference took place Thursday in New York, and this year’s event included a number of Wall Street heavy hitters.

Benzinga Pro reported from Delivering Alpha all day long. Here’s a recap of some of the major headlines you may have missed:

• Bruce Richards Of Marathon Asset Mgmt Sees Bubble in Corp Credit.
• Light Street Capital CIO Glen Kacher Calls Uber Technologies Inc (NYSE: UBER), Lyft Inc (NASDAQ: LYFT) Operating In A Duopoly Market, Firm Sees A "Great" Opportunity.
• Andreessen Horowitz's Scott Kupor Is Long Both Uber, Lyft, Sees Lyft Benefiting From Uber Fighting Battles Outside The US.
• Light Street Capital's Kacher Still Likes SoftBank Group Corp (OTC: SFTBY), Notes WeWork Is Only A Small Percent Of Their Holdings.
• Florida State Board of Administration's Ashbel Williams Says His Largest Holds In Tech Space Are In Software.
• Kacher Says Largest Holdings Are In Ecommerce, Streaming Content; Second Largest Holding Is Walt Disney Co (NYSE: DIS).
• PIMCO CEO Manny Roman Says He Likes UK Banks, Is Not Expecting Negative Rates In US.
• Leon Cooperman Says He Is Concerned About Debt Levels.
• Cooperman Says He Is Long WPX Energy Inc (NYSE: WPX).
• Cooperman Sees 'Quasi Bubble' In IPO Market.
• Cooperman Says Believes Fed Funds Rate Should Be At 3%.
• Cooperman Says If Elizabeth Warren Is Elected President, Market Would Drop 25%.
• Cooperman Says He Is Long New Media Investment Group Inc (NYSE: NEWM).
• Jim Chanos Doesn't Think Market Is Pricing In A Win By The Left; Says Prison Stocks Would Be In Trouble.
• Chanos Alleging Davita Inc (NYSE: DVA) Commits Insurance Fraud.
• Chanos Announces Short Position On GrubHub Inc (NYSE: GRUB).
• US VP Mike Pence Says China Wants To Do A Deal, We Just Don't Know If They Want To Do It Now.
• Pence Says USMCA Passage Comes Down To Nancy Pelosi; Says If Pelosi Puts USMCA On Senate Floor, 'It Will Pass.’

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Delivering Alpha 2018: Everything You Need To Know