Marketfolly did a nice job posting up notes from the recent CIO/CEO Leaders in Investing Summit that took place on Tuesday at The Metropolitan Club of New York. Not surprisingly ther was some consensus that bonds are overpriced compared to stocks and that in the finanical arena stocks are the current place to be. Many also shared their concern over the faltering economy and the chance of continued pull back.
Ackman talked briefly about JCP and FDO. For reference Pershing's FDO presentation was posted here.
Overall it was an ok event - nothing too revealing.
For more detail please read Marketfolly's summary here.