October 19 at 11:30 am PDT / 2:30 pm EDT

This session will open with a conversation with His Excellency Khalid Al-Falih, Minister of Investment, Kingdom of Saudi Arabia, followed by a panel discussion. Excess liquidity inevitably drives valuations higher. For investors, however, the question is not about increased multiples, but about the underlying market drivers and their persistence. With monetary policy having changed available capital and increased allocation to private equity and credit, it has been hard to almost impossible to evaluate dislocations. At the same time, as the world continues to shift digital, it has become essential to find tech companies that are set to disrupt entire business models. With plenty of cash to go around, how can investors separate the growth opportunities from those that are over-hyped and likely to be short-lived? With the lines and purpose of public and private markets in such flux, is it still appropriate to limit access to retail investors?

Part 1

Guest 

His Excellency Khalid Al-Falih
Minister of Investment, Kingdom of Saudi Arabia

Moderator 

Brian Sullivan
Anchor and Senior National Correspondent, CNBC
 

Part 2

Moderator 

Brian Sullivan
Anchor and Senior National Correspondent, CNBC

Speakers

Anne-Marie Fink
Chief Investment Officer, Private Markets and Funds Alpha, State of Wisconsin Investment Board

Rishi Kapoor
Co-CEO, Investcorp

Matthew Nord
Senior Partner, Apollo Global Management

Julian Salisbury
Global Head of the Asset Management Division, The Goldman Sachs Group, Inc

Anthony Yoseloff
Executive Managing Member and Chief Investment Officer, Davidson Kempner Capital Management LP