Mauldin Alpha Society

Welcome and Congratulations...

You Are in an Elite Group of Our Most Important SIC Attendees

To accept your invitation to a lifetime membership in the Alpha Society and to secure your place at the 2020 Strategic Investment Conference and the 2020 Wealth Preservation Symposium, simply click below.

Join the Alpha Society Now

To review your membership benefits, please read on.

Behind the Curtain: The Special Relationship Between the Strategic Investment Conference and the Alpha Society

At the last SIC, a small group of attendees gathered regularly in a private VIP lounge with live feeds on big screens from the main conference hall and enjoyed all the expected amenities... plus they shook hands with President George W. Bush... spent face-to-face time with the legendary Howard Marks... toured the Bush Presidential Library with Bush Institute Director Cullum Clark... and more.

The select group was the Alpha Society, Mauldin Economics’ exclusive group of 500 successful, like-minded individuals.

Once again, in 2020, the Alpha Society will enjoy a VIP experience, which starts with a private lounge, then continues with one-on-one meetings with faculty and special guests, and an off-site event.

Importantly, with the SIC attendance now limited to just 450 participants—a 40% reduction in size from previous years—Alpha Society members will receive an advance opportunity to register before the event is opened to the public and therefore will be all but guaranteed admission before what is certain to be a quick sellout.

Today, You’re Invited to Join the Alpha Society and Reserve Your Place at the SIC 2020

The purpose of the Alpha Society is quite simple:

  • To bring together like-minded people to share opportunities and experiences at the SIC and at special activities and events over the course of each year...
  • To give members unprecedented access to luminaries of the financial world...
  • To foster a year-round, global “brain trust” of successful people who are willing to share their ideas, experience, and advice...
  • To provide full-spectrum economic and investment guidance to members with complete access to top-tier research from the entire team of analysts at Mauldin Economics.

We know you will benefit from this exclusive global club. And we are sure you will strengthen it.

That is why we are pleased to waive the application process for you to join. As soon as you accept this invitation, you will immediately gain the full privileges and benefits awarded to members.

Your Alpha Society Member Benefits

Full details of your membership benefits are included in the personal invitation we mailed to you, but here is an executive summary for those short on time.

The Strategic Investment Conference, Transformed.

Your SIC 2020 ticket is included in the Alpha Society initiation fee, a $4,750 value... and the SIC Virtual Pass will be included in your membership for all future SICs... as well a deep members-only discount at all future SIC conferences.

Going forward, attendance will be strictly limited to foster a more personal, intimate conference and will always be held at 5-star venues... and only Alpha Society membership guarantees you a place. Further details can be found in your invitation book.

Invitation to the exclusive Alpha Society Wealth Preservation Symposium.

Only 120 seats are available for this special event, being held this March at The Yale Club of New York City... and those seats are reserved for Alpha Society members only. Your ticket to the 2020 Wealth Preservation Symposium, a $995 value, is also included as a way of welcoming you to the Alpha Society.

(If you can’t make it, no worries, as all Alpha Society members will receive access to all recorded presentations. See “Red Box” below.)

The Symposium will give you the latest tools, proven strategies, and valuable connections you need to preserve and grow your wealth today and in the future. Please mark your calendar for March 31, 2020. Further details can be found in your invitation book.

Alpha Society Special Events.

As economic and market conditions warrant, special online members-only events will be organized to bring you up to speed. Should circumstances warrant, in-person members-only meetings will be organized. These themed events will be immersive and interactive, and feature leading experts from the deep pool of Mauldin confidants. Further details can be found in your invitation book.

Please note: All Alpha Society members will receive an online “Red Box” following every official Alpha Society event. These Red Boxes provide access to presentations and materials, to ensure that you benefit from members-only information even if you cannot attend in person.

In addition, your lifetime Alpha Society membership includes:

  • Access to the Alpha Society Lounge at the SIC...
  • Bespoke access to all of Mauldin Economics’ exceptional special reports, educational courses, and research services...
  • Access to impromptu Alpha Society get-togethers and virtual events throughout the year...
  • Alpha Society Concierge. VIP access to Alpha Society staff for any matter related to your membership...
  • The right to bequeath membership. Members can bequeath their lifetime Alpha Society member status to children or a named individual...
  • And more.

“As an Alpha Society member, I find your services absolutely excellent. I am impressed with the quality and range of your information as it allows me to understand the worldly machinations and how that might affect my portfolio.”—Barry K.

“I am trustee and lead investor for a modest charitable trust and my family trust. I am passionate about wisely stewarding what has been entrusted to me, to grow capital while also using that capital in businesses that do good. I count on [the Alpha Society] to give me that edge.”—Phil P.

Alpha Society Membership Terms

Joining the Alpha Society requires a one-off membership initiation fee, plus modest annual dues.

When you join today, you will receive a VIP all-access pass to the SIC 2020 and to the 2020 Wealth Preservation Symposium, lifetime access to Mauldin Economics’ research services, invitations to Special Events, access to members-only gatherings, and much more.

Working with the active feedback of the current Alpha Society membership, we have built something we truly believe will last not only for years but for decades (which is why you can bequeath your membership to your children). Something that we want you to be a part of.

The Alpha Society is still young, with a current membership of just over 500 members, but it is growing into a Society that will be justifiably and favorably compared to famed private clubs that endure for centuries.

This is your invitation to be a part of the Alpha Society’s story.

This invitation allows you to skip the application process and join for $9,750, plus annual dues of $695 (deferred for a full year).

Please note:

  • The special rate of $9,750 includes one ticket for the SIC 2020... a $4,750 value. And it also includes a ticket to the 2020 Wealth Preservation Symposium, a $995 value, as well as Virtual Passes should you be unable to attend either.
  • If you already subscribe to any Mauldin Economics publications, you’ll pay even less—we will credit the remaining terms of your subscriptions to your Alpha Society initiation fee.
  • Competitive group pricing is available for families, colleagues, and enterprises. You can contact the Alpha Society Concierge team at Alphasociety@mauldineconomics.com to discuss your needs and for more information.
  • You can join the Alpha Society now, and take a full 30 days to see whether it is a good fit for you. If you decide that it’s not for you (it’s not for everyone), simply contact us within 30 days and we will refund your entire membership fee. Of course, because this is a membership, there are no refunds after 30 days.

Be a Part of Something Exceptional

The tangible benefits of joining the Alpha Society are quite clear:


  • Guaranteed access to the new, more intimate, upscale SIC, complete with special member-only activities...
  • A complimentary ticket to the SIC 2020...
  • An invitation to join us in New York at the first annual Wealth Preservation Symposium, with a complimentary ticket to that event as well...
  • Access to Alpha Society Special Events, get-togethers, and virtual events throughout the year...
  • Access to an online community of like-minded thinkers and doers...
  • Bespoke access to Mauldin Economics’ exceptional investing services and to Mauldin’s large network of some of the top minds in economics, finance, and investments today...
  • And more.

But the intangible benefits of the Alpha Society are perhaps more valuable.

As Alpha Society member Ken K. says:

“My wholehearted endorsement... The connections and your commitment make this possible. It is a huge undertaking and it is appreciated.”

We believe the people you spend time with are of key importance to your success (however you personally measure success).

And the Alpha Society is a diverse, successful group of 500 members that values real conversation and meaningful ties.

People who have worked hard for their success—who want to enjoy the fruits of that success and continue to excel in their field.

People like you.

We look forward to welcoming you into this elite group.

Join the Alpha Society

Includes:

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