Strategic Investment Conference May 5–14, 2021

Navigating the New Normal

In this era of disruptive technologies, decentralized finance, and remote work, insights and analysis from 48 prominent asset managers, economists, and geopolitical analysts will help you invest with confidence.

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


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


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


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

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 (limited-time offer)

Order Your Pass Now

  • Five days of presentations between May 5 and 14, 2021 (event days are May 5, 7, 10, 12,
    and 14).

  • More speakers: 48 first-rate presenters and panelists from the areas of asset management, economics, and geopolitics

  • More programming: Including an extra day with Mauldin Economics analysts to deliver specific investment recommendations

  • More panels and fireside chats

  • Join us live and ask the speakers and panelists questions in real time, onscreen and via your SIC app.

  • Too busy to watch live? You won’t miss anything: All presentations and panels will be available in video and audio format after the conference—together with full transcripts and slides.

Get your SIC 2021 Pass today

Order Now for Only $795 $395 (limited-time offer)

Order Your Pass Now

Your Ideal Post-Pandemic Portfolio

In this “New Normal,” unprecedented profit opportunities abound. Discover what our blue-ribbon faculty envisions the perfect post-pandemic portfolio to look like.

  • Bitcoin isn’t everything: Cryptocurrencies and other blockchain investments

  • SPACs: A different way to access the markets

  • Value vs. growth investing: Which one should you give priority now?

  • Fixed income in a ZIRP world

  • Let’s get physical: How to invest in the current real estate boom

  • Is gold still a viable inflation hedge?

  • And much, much more

The Can’t-Miss Event of the Year

We’re still putting the finishing touches on the agenda, but this is what Days 1–5 of the SIC 2021 look like:

10:30am – 10:35am
Intro and Opening Remarks // John Mauldin
10:35am – 11:25am
David Rosenberg // Rosenberg Research
11:25am – 11:40am
15-Minute Break
11:40am – 12:30pm
Panel: An Update on the Pandemic
Dr. Mike Roizen, Dr. Dan Culver
12:30pm – 1:10pm
40-Minute Lunch Break
1:10pm – 1:35pm
Jared Dillian // Senior Editor, Street Freak // Moderated by Ed D’Agostino
1:35pm – 2:05pm
Bruce Mehlman // Mehlman Castagnetti Rosen & Thomas
2:05pm – 2:15pm
10-Minute Break
2:15pm – 3:05pm
Barry Habib // Ivy Zelman
3:05pm – 3:20pm
15-Minute Break
3:20pm – 3:45pm
Constance Hunter // KPMG United States
3:45pm – 4:10pm
George Friedman // Geopolitical Futures
4:10pm – 4:25pm
15-Minute Break
4:25pm – 5:15pm
Panel: The New Cold War with China
George Friedman // Emily de La Bruyère // Louis Gave // Moderated by Mark Yusko
10:00am – 10:50am
David Rubenstein // Todd Rich
10:50am – 11:05am
15-Minute Break
11:05am – 11:30am
Marin Katusa // Sean Roosen // Olivier Garret
11:30am – 11:55am
Marin Katusa // Katusa Research
11:55am – 12:10pm
15-Minute Break
12:10pm – 1:00pm
Joe Lonsdale // 8VC
1:00pm – 1:40pm
40-Minute Lunch
1:40pm – 2:30pm
Barry Ritholtz // Jeff Immelt
2:30pm – 2:45pm
15-Minute Break
2:45pm – 3:35pm
Lacy Hunt // Hoisington Investment Management Co. + James Bianco // Bianco Research
3:35pm – 3:50pm
15-Minute Break
3:50pm – 4:40pm
Panel: Decentralized Finance
Santiago Roel Santos // Dan Tapiero // Moderated by Mark Yusko
10:00am – 10:50am
Felix Zulauf // Zulauf Consulting + Grant Williams // Things That Make You Go Hmmm...
10:50am – 11:05am
15-Minute Break
11:05am – 11:30am
Liz Ann Sonders // Charles Schwab & Co. + Grant Williams // Things That Make You Go Hmmm...
11:30am – 11:55am
Peter Boockvar // Bleakley Advisory Group
11:55am – 12:35pm
40-Minute Lunch
12:35pm – 1:25pm
Panel: SPACs—a New (Old) Way to Access Public Markets
Gil Ottensoser // Brady Dougan // Rajiv Shukla // Moderated by Mark Yusko
1:25pm – 1:40pm
15-Minute Break
1:40pm – 2:30pm
Fireside Chat: Dr. Peter Linneman // Willy Walker // Moderated by Ed D'Agostino
2:30pm – 2:45pm
15-Minute Break
2:45pm – 3:35pm
Fireside Chat: David Hay // Dr. Edward Yardeni // Moderated by David Bahnsen
3:35pm – 3:50pm
15-Minute Break
3:50pm – 4:40pm
Ian Bremmer // GZERO Media
10:00am – 10:50am
David Bahnsen // The Bahnsen Group + Ron Baron // Baron Funds
10:50am – 11:05am
15-Minute Break
11:05am – 11:55am
Fireside Chat: Investing Master Class
Byron Wien // Gerald R. Jordan, Jr. // Moderated by Doug Kass
11:55am – 12:35pm
40-Minute Lunch
12:35pm – 1:25pm
Ben Hunt // John Hussman
1:25pm – 1:40pm
15-Minute Break
1:40pm – 2:30pm
Catherine Wood // ARK Investment Management LLC
2:30pm – 2:45pm
15-Minute Break
2:45pm – 3:35pm
Louis Gave // Gavekal Research
3:35pm – 3:50pm
15-Minute Break
3:50pm – 4:40pm
Karen Harris // Bain & Company's Macro Trends Group
11:00am – 11:50am
Mark Yusko // Morgan Creek Capital Management
11:50am – 12:05pm
15-Minute Break
12:05pm – 12:55pm
William White // C.D. Howe Institute
12:55pm – 1:35pm
40-Minute Lunch Break
1:35pm – 2:25pm
Howard Marks // John Mauldin
2:25pm – 2:40pm
15-Minute Break
2:40pm – 3:30pm
Richard Fisher // Barclays Plc
3:30pm – 3:45pm
15-Minute Break
3:50pm – 5:00pm
Final Panel
Richard Fisher // Bill White // John Mauldin // Felix Zulauf // Moderated by David Bahnsen
10:00am – 10:30am
Stephen McBride // Chris Reilly
10:30am – 10:45am
15-Minute Break
10:45am – 11:15am
Stephen Blumenthal // Ed D'Agostino
11:15am – 11:30am
15-Minute Break
11:30am – 12:00pm
Marin Katusa // Olivier Garret
12:00pm – 12:45pm
45-Minute Break
12:45pm – 1:15pm
Chris Wood // Jake Weber
1:15pm – 1:30pm
15-Minute Break
1:30pm – 2:00pm
Jared Dillian // Ed D'Agostino

Once you order your SIC 2021 Pass, we will send you the full, detailed agenda for all five and half days a few days before the conference.

Get your SIC 2021 Pass today

Order Now for Only $795 $395 (limited-time offer)

Order Your Pass Now

Order your SIC 2021 Pass today to enjoy:

SIC 2021
  • LIVE access to more than 25+ hours of presentations and panels with 45+ prominent asset managers, economists, and geopolitical analysts.

  • An all-star faculty of 48 prominent asset managers, economists, and geopolitical analysts

  • Ask the speakers your questions during our live Q&A sessions and vote on the top questions from the audience

  • Videos and Mp3s of the entire conference so you won’t have to worry about missing anything

  • Presenters’ slide shows, as available, in PDF format

  • Full transcripts to revisit vital points at your convenience (the first transcripts will be posted within days after the conference ends)

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 soon expire 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, Ill receive a confirmation email.

The actual login information and final agenda will be sent to me a few days before the Strategic Investment Conference starts on May 5, 2021.

My SIC 2021 Pass grants me real-time access to presentations and panels.

Plus, after the SIC 2021 is over, I will receive professionally prepared video and audio recordings, full transcripts of the presentations, and the slide shows the faculty used for their presentations.

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