Strategic Investment Conference 2021

Live Expert Guidance from These Masters of Economics, Finance, and Politics


Presenting on Wednesday, May 12, at 1:40 PM EDT

Catherine Wood

CEO and CIO, ARK Investment Management LLC

Cathie registered ARK Investment Management LLC (“ARK”) as an investment adviser with the US Securities and Exchange Commission in January 2014. With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research.

Click here for the full bio


Presenting on Friday, May 14, at 1:35 PM EDT

Howard Marks, CFA

Co-Chairman, Oaktree

Since the formation of Oaktree in 1995, Howard Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies and contributing his experience to big-picture decisions relating to investments and corporate direction.

Click here for the full bio


Video and audio of this presentation ready now—and included with your SIC 2021 Pass!

David M. Rubenstein

Co-Founder and Co-Chairman, The Carlyle Group

David M. Rubenstein is a co-founder and co-chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing $246 billion from 29 offices around the world.

Click here for the full bio

Joseph Anthony
Chief Investment Officer
Sterling Legacy
David L. Bahnsen
Founder, Managing Partner & CIO
The Bahnsen Group
Ron Baron
Chairman, CEO, and Portfolio Manager
Baron Funds
James Bianco
Bianco Research
Peter Boockvar
Chief Investment Officer
Bleakley Advisory Group
Danielle DiMartino Booth
CEO & Chief Strategist
Quill Intelligence
Ian Bremmer
President and Founder
Dr. Daniel Culver, DO
Chair of the Department of Pulmonary Medicine
Cleveland Clinic
Emily de La Bruyère
Horizon Advisory
Jared Dillian
Senior Editor
Street Freak
Brady Dougan
Founder and CEO
Exos Financial
Richard Fisher
Senior Advisor, Barclays Plc
Senior Contributing Editor, CNBC
George Friedman
Founder and Chairman
Geopolitical Futures
Louis-Vincent Gave
Founding Partner and Chief Executive Officer
Gavekal Research
Barry Habib
MBS Highway
Karen Harris
Managing Director
Bain & Company's Macro Trends Group
David Hay
Chief Strategist, Partner
Evergreen Gavekal
Ben Hunt
Co-Founder and CIO
Epsilon Theory
Lacy Hunt
Executive VP and Chief Economist
Hoisington Investment Management Co.
Constance Hunter
Principal and Chief Economist
John Hussman
Founder and President
Hussman Strategic Advisors
Jeff Immelt
Venture Partner
New Enterprise Associates
Gerald R. Jordan, Jr.
Chairman and Founder
Hellman, Jordan Management Company
Doug Kass
Seabreeze Partners Management, Inc.
Marin Katusa
Founder and CEO
Katusa Research
Dr. Peter Linneman
Founding Principal
Linneman Associates
Joe Lonsdale
Managing Partner
John Mauldin
Mauldin Economics
Bruce P. Mehlman
Founder & CEO
Mehlman Castagnetti Rosen & Thomas
Gil Ottensoser
Managing Director
Head of BTIG SPAC Investment Banking
Todd Rich
Co-Founder and Head of Real Estate
Declaration Partners LP
Barry Ritholtz
Co-founder, Chairman, and Chief Investment Officer
Ritholtz Wealth Management, LLC
Michael Roizen, MD
Chief Wellness Officer
The Cleveland Clinic
Sean Roosen
Chair of the Board of Directors and CEO
Osisko Gold Royalties
David Rosenberg
Founder and President
Rosenberg Research & Associates
Santiago Roel Santos
ParaFi Capital
Rajiv Shukla
Chairman and CEO
Alpha Healthcare Acquisition Corp
Liz Ann Sonders
Senior VP, Chief Investment Strategist
Charles Schwab & Co.
Dan Tapiero
Founder and CEO, 10T Holdings
Co-Founder, Gold Bullion International
Willy Walker
Walker & Dunlop
William White
Senior Fellow
C.D. Howe Institute
Byron Wien
Vice Chairman
Private Wealth Solutions Group, Blackstone
Grant Williams
Author & Publisher
Things That Make You Go Hmmm...
Dr. Ed Yardeni
Yardeni Research
Mark W. Yusko
CEO and CIO, Morgan Creek Capital Management, Managing Partner, Morgan Creek Digital Assets
Ivy Zelman
Chief Executive Officer
Zelman & Associates
Felix W. Zulauf
Owner and President
Zulauf Consulting

Get your SIC 2021 Pass today

Order Now for Only $795 $395 (only until May 31)

Order Your Pass Now

Most of the previous days’ SIC 2021 presentations and panels are already up on your password-protected, passholders-only site—get your SIC Pass now to view!

  • All presentations and panels will be available in video and audio format shortly after the livestream—plus full transcripts and presenters’ slides after the conference ends

  • 25+ hours of presentations by 50 first-rate top hedge fund managers, economists, and geopolitical experts

  • SIC PLUS Day on May 18—Mauldin Economics analysts deliver actionable investment recommendations

  • More panels and fireside chats than ever before

  • Ask the speakers and panelists questions in real time, onscreen or via your SIC app.

Get your SIC 2021 Pass today

Order Now for Only $795 $395 (only until May 31)

Order Your Pass Now

Still to Come

May 12:

  • Ron Baron, chairman, CEO, and portfolio manager of Baron Funds, with David Bahnsen, founder, managing partner, and CIO of The Bahnsen Group

  • A fireside chat with Byron Wien, vice-chairman of Private Wealth Solutions Group, Blackstone, and Gerald R. Jordan, Jr., chairman and founder of Hellman, Jordan Management Co., moderated by Doug Kass, president of Seabreeze Partners Management

  • Ben Hunt, co-founder and CIO of Epsilon Theory, and John Hussman, founder and president of Hussman Strategic Advisors

  • Catherine Wood, CEO and CIO of ARK Investment Management LLC

  • Louis Gave, co-founder and CEO of Gavekal Research

  • Karen Harris, managing director of Bain & Company’s Macro Trends Group

May 14:

  • Mark Yusko, CEO and CIO of Morgan Creek Capital Management

  • William White, senior fellow of the C.D. Howe Institute and former chief economist at the Bank of International Settlements

  • Howard Marks, co-chairman of Oaktree Capital Management, with John Mauldin, co-founder of Mauldin Economics

  • Richard Fisher, senior advisor at Barclays Plc, senior contributing editor at CNBC, former head of the Federal Reserve Bank in Dallas

  • And the Final Panel with Richard Fisher, Bill White, macro genius Felix Zulauf, and John Mauldin, moderated by David Bahnsen

Bonus: SIC PLUS Day on May 18!

  • Actionable trade ideas and investing insights presented by top analysts Stephen McBride, Stephen Blumenthal, Marin Katusa, Jared Dillian, Chris Wood, and Jake Weber.

Order your SIC 2021 Pass today for just $395, a 50% discount, but you must act quickly.

Please don’t wait: This limited-time offer will expire on May 31, and the price for an SIC 2021 Pass will revert back to $795.

Yes, I want to order my SIC 2021 Pass today

When I order today at the discounted rate of $395, I’m saving 50% off the list price.

Shortly after I order my SIC 2021 Pass, I’ll receive a confirmation email with the login information and full agenda.

My SIC 2021 Pass grants me access to livestreamed presentations and panels. I can also access high-quality video and audio recordings of the previous days’ sessions.

Plus, after the SIC 2021 is over, I will receive full transcripts of the presentations as well as the slide shows the faculty used for their presentations (as available).

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