25+ blue-ribbon speakers, incl. Kyle Bass, Howard Marks, Carmen Reinhart, Jeffrey Sherman, Jim Mellon, Dr. Michael Roizen, Felix Zulauf, and Liz Ann Sonders
20+ hours of spellbinding presentations and panel discussions in video and audio format
Watch and listen at your leisure—wherever, whenever you want, on all your devices
Full transcripts for each presentation
Original slide shows the speakers used on site
Get your SIC 2019 Virtual Pass today and don’t miss a minute of what many attendees call “the best investment conference in the world”!
Watch 20+ hours of presentations and panel discussions at the just-ended 2019 Strategic Investment Conference (SIC) from the comfort of your home, office, or Starbucks chair.
See your favorite presenters in action (click here for the list) and hear their insights on the most pressing political, economic, and financial issues for 2019 and beyond.
With your Virtual Pass, you’ll receive professionally edited video and audio recordings with full transcripts and the complete slide shows our speakers used on site.*
You’ll get all that for only a fraction of what attendees paid to be at the Omni Hotel in Dallas from May 13–16.
In previous years, the SIC used to have a specific motto.
But this year, we realized that it would be just too limiting for what we needed to accomplish.
So we decided not to restrict ourselves like that—because there was just too much going on that needed our attention:
A possible US trade war with China: Who’s going to come out the winner? Will there be any winners... or only losers?
Global debt is crushing the developed world: How much longer can we carry this enormous burden? What can governments do to reduce and eliminate it—and will they do it?
US foreign policy: Is it sound? Are we making too many enemies? Or was it high time that we played hardball with some foreign actors?
Stock market swings have investors seeking safety: Are we seeing the beginnings of a bear market? If not now, then when? And what’s the best strategy to grab great gains today and protect yourself against a correction?
The eurozone’s lethal crisis: Will political extremism destroy the European Union? Will the euro be dead by 2030? And what would that mean for us as Americans and investors?
Energy sector in turmoil: What does the future look like for oil and other fossil fuels? Could this mean a comeback for uranium?
All these questions (and many more) were answered by our extraordinary SIC faculty.
And thanks to your Virtual Pass, you can be right there to hear their brilliant thoughts and insights.
"But with China... our real issue is forced technology transfer; it's intellectual property theft; it's subversive industrial policies that, let's say, circumvent WTO rules. It's basically the way the Chinese lie, cheat, and steal their way through our economy. We have no way to truly measure and or counteract those things that actually have huge returns on investment for them and a massive negative return on investment for us.”
—Kyle Bass, CNBC, March 2019
“I think this is the beginning of a structural bear market that will take a shape that is very different from 2008. 2008 was a one-year waterfall decline. This is going to be a managed bear market by the authorities... because the upside is very limited, and the downside they have to limit.”
—Felix Zulauf on Bloomberg, Oct. 11, 2018
“What we haven’t yet seen is any kind of significant haircut to energy and energy-related sectors for the collapse of oil prices, or to the export-related companies for the strength in the dollar. And unless you see a reversal in those two things, I think the path of least resistance is down on earnings—which makes the possibility of an earnings recession higher than an economic recession in 2019.”
—Liz Ann Sonders, CNBC, Dec. 2018
“I can’t emphasize enough that during the 2007–2009 global financial crisis, what made EM snap back strongly was China. From 2003 to almost 2013, it consistently grew over 10 percent per year. That’s unlikely in 2019. [...] There’s an overvalued currency, capital outflows, and trade concerns with the US. It’s hard to make a case that 2019 is a growth rebound in China or in other advanced economies.”
—Carmen Reinhart on emerging markets (Bloomberg)
“If you slow the rate of aging by physical activity, by food choices, by stress management, you can probably be 30 years younger than your calendar age at age 55. So, at age 55 you can be functionally 25... [But] the amount of money in aging research has now logarithmically expanded for about 25 years and that’s beginning to turn the concept of what aging is, to the point where maybe we can get much younger than our calendar age.” —Dr. Michael Roizen, interview with Julie Foucher, Jan. 2019
“The big thing down the road is gene therapy to live to 150.”
—Jim Mellon, Endpoints, Jan. 2019
John Mauldin’s “billion-dollar Rolodex” is practically a Who’s Who of the economic, political, and investment world...
...and the source for the legendary rosters of all-star players he regularly attracts to the Strategic Investment Conference.
This year was no exception.
Here are just a few of the exceptional SIC presenters and panelists you’ll encounter with your Virtual Pass:
Mr. Bass is the founder and chief investment officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. Mr. Bass has managed private funds with strategies focused on subprime credit, the pharmaceutical industry, and Asia.
Mr. Bass is a member of the Board of Directors of the University of Texas Investment Management Company (UTIMCO), which manages approximately $40 billion, and is chair of the Risk Committee. He also is a member of the Advisory Group for the Center of Asset Management at the Darden School of Business at the University of Virginia.
Mr. Bass has testified as an expert witness before the US House of Representatives, US Senate, and the Financial Crisis Inquiry Commission. In 2015, he was recognized as one of the Top 25 Most Influential People in the Global Patent Market as named by Intellectual Asset Management magazine. Mr. Bass has lectured on global economics at various universities, including Columbia, Harvard, Stanford, University of Chicago, University of Texas, and University of Virginia.
Prior to forming Hayman, Mr. Bass was a managing director at Legg Mason and a senior managing director at Bear Stearns. He graduated from Texas Christian University with a degree in finance and serves on the board of directors of the Troops First Foundation and the Texas Department of Public Safety Foundation.
Since the formation of Oaktree in 1995, Mr. 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.
From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high-yield bonds, and convertible securities. He was also chief investment officer for domestic fixed income at TCW.
Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was vice president and senior portfolio manager in charge of convertible and high-yield securities.
Felix W. Zulauf has worked in the financial markets and asset management for more than 40 years. He is a consultant to investment firms and family offices around the world, and regularly publishes an investment report about his views on macro issues.
In 1990, Felix founded his firm, Zulauf Asset Management AG, allowing him to independently practice his own investment philosophy. He sold the majority share of his firm several years ago and spun off the remaining part, which is today primarily his own family office.
Previously, he worked for Union Bank of Switzerland (UBS), Zurich, starting in 1977, and over the years held several positions including managing global mutual funds, heading the institutional portfolio management unit, and acting as the global strategist for the UBS Group.
Before her position as the Minos A. Zombanakis Professor of the International Financial System at Harvard Kennedy School, Carmen Reinhart served as the Dennis Weatherstone Senior Fellow at the Peterson Institute for International Economics.
Reinhart is a member of the Economic Advisory Panel of the Federal Reserve Bank of New York. She has been listed among Bloomberg Markets Most Influential 50 in Finance, Foreign Policy’s Top 100 Global Thinkers, and Thomson Reuters’ The World's Most Influential Scientific Minds. She is the recipient of NABE’s 2018 Adam Smith Award.
Reinhart has written on a variety of topics in macroeconomics and international finance. Her bestselling book (with Kenneth S. Rogoff), This Time Is Different: Eight Centuries of Financial Folly, documents the striking similarities of the recurring booms and busts that have characterized financial history. It has been translated into over 20 languages and won the 2010 Paul A. Samuelson TIAA-CREF Institute Award, among others.
Jim Mellon is a British entrepreneur and investor with a wide range of interests. Through his private investment company, Burnbrae Group, he has substantial real estate holdings in Germany and the Isle of Man, as well as holdings in private and public companies.
Jim’s investment philosophy is underpinned by his ability to recognize emerging trends that give rise to new industries or major shifts in markets. His next money fountain, the field of longevity, is outlined in the book Juvenescence, which is also the name of his new company, which develops therapies for aging and its associated diseases.
Jim sits on the Board of Trustees of the Buck Institute for Research on Aging. He is also a trustee of the Biogerontology Research Foundation and the Lifeboat Foundation and is an honorary fellow of Oriel College and a member of the Chancellor’s Court of Benefactors at the University of Oxford.
Mr. Sherman joined DoubleLine in 2009, currently serves as the deputy chief investment officer, and is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. Additionally, he serves as a portfolio manager for multi-sector and derivative-based strategies.
Prior to DoubleLine, he was a senior vice president at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real asset portfolios.
Prior to TCW, he was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. He also taught Quantitative Methods for Level I candidates in the CFA Review Program of USC/CFALA for many years.
Dr. Roizen is Cleveland Clinic’s chief wellness officer and chief medical officer at his latest venture, Health & Wealth Research. A certified internist and anesthesiologist, he also served as founding chair of the Cleveland Clinic’s Wellness Institute from 2007–2017, and sat on Food and Drug Administration (FDA) advisory boards for 16 years.
He has authored over 190 peer-reviewed scientific publications, four #1 New York Times bestsellers, and nine overall bestsellers. They include AgeProof: Living Longer Without Breaking a Hip or Running Out of Money and his 2019 book, What to Eat When.
Dr. Mike’s entire life has been devoted to helping people live healthier, longer. He consults with patients in Cleveland Clinic’s Executive Health Program. He also gives wellness advice on a weekly podcast and in a daily column that he co-authors with close friend Dr. Mehmet Oz (it’s syndicated to over 100 newspapers).
Liz Ann Sonders analyzes and interprets the economy and markets on behalf of Charles Schwab’s clients. She regularly contributes to Schwab’s publications and is the keynote speaker at many of the company’s corporate and client events.
She also has been a keynote speaker at many outside conferences including Barron’s, NYSSA, FPA, CFA Institutes, Morningstar, and IMCA. She is a frequent guest and guest host in the business media (CNBC, Fox Business News, Bloomberg, CNN, and others).
Liz Ann has been named one of SmartMoney’s Power 30, its list of the most influential people on Wall Street, the best strategist of the year by Kiplinger’s, one of the 25 Most Powerful Women in Finance by American Banker/US Banker, and one of the 50 Top Women in Wealth by Wealth Manager/AdvisorOne.
Ordering your Virtual Pass today will get you:
20+ hours of video recordings: Watch them at your leisure... from your home, office, or internet cafe.
MP3 audio recordings: Listen in your car or while you’re working out.
Big-picture slide shows: Most of our presenters use slides to illustrate their topics. We’ll make these available to you* in easily accessible PDF format, so you can peruse key points and data without rushing. Follow along with the speaker’s presentations and see key trends at a glance.
Full transcripts: You’ll never have to take notes, thanks to the full transcripts that accompany your Virtual Pass recordings. They allow you to peruse any presentation and revisit crucial points at your convenience.
And the best part: Your Virtual Pass costs only a fraction of the price SIC attendees are paying.
Hundreds of investors paid up to $3,495 plus plane tickets and hotel fees for the privilege of seeing the amazing speakers we assembled for this year’s conference.
But you can get it all, via your Virtual Pass, for only $795.
* A small number of speakers have requested that their presentation slides not be reproduced.The recordings and transcripts will be available.
Instead of thousands of dollars, I’ll pay only $795.
When I order today, I’ll receive an email with my Virtual Pass login, which grants me full access to professionally edited video and audio recordings of SIC presentations and panels.
Also included are full transcripts of the presentations and the slide shows the speakers used on site.*
*A few speakers have requested that their presentation slides not be reproduced. The recordings and transcripts will be available.
If you are not 100% satisfied, simply cancel any time within days and get a full refund. Your satisfaction is our primary concern.