STRATEGIC INVESTMENT CONFERENCE2018

March 6th - 9th, 2018

Manchester Grand HyattSan Diego, CA

The premier global strategy conference for future-focused investors and investment professionals.

$2,795

REGISTRATION

ABOUT SIC

The Mauldin Economics STRATEGIC INVESTMENT CONFERENCE brings top investors and idea-generating experts together for three days of intense interaction. Attendees will leave armed with a comprehensive global outlook for the next 12 months and strategies to face major geopolitical, economic, and technological risks.

3
days
700+
attendees
20+
speakers

agenda

Schedule is subject to revision as speakers and events are confirmed.

Registration check in
6:00PM - 7:00PM WELCOME RECEPTION // SEAPORT FOYER + TERRACE
7:00am – 7:50am
BUFFET BREAKFAST // SEAPORT FOYER + TERRACE
8:00am – 8:10am
CONFERENCE WELCOME // JOHN MAULDIN + OLIVIER GARRET
8:10AM - 9:00AM
DAVID ROSENBERG // GLUSKIN SHEFF
The chief economist and strategist for wealth management firm Gluskin Sheff. David was previously the chief North American economist for Merrill Lynch, where he was frequently ranked in the Institutional Investor All-Star Analyst rankings.
9:00AM - 9:50AM
LOUIS GAVE // GAVEKAL RESEARCH
A former financial analyst at BNP Paribas, in 2002, Louis launched Gavekal Research, a leading research firm based in Hong Kong that focuses on developing original investible ideas based on global trends.
9:50AM - 10:20AM
NETWORKING BREAK
10:25AM - 11:15AM
GLOBAL INVESTING PANEL: LOUIS GAVE // DAVID ROSENBERG // GRANT WILLIAMS // Moderated by Jacob Shapiro of Geopolitical Futures
11:15AM - 12:05PM
KAREN HARRIS // MACRO TRENDS GROUP
The Managing Director of Bain & Company's Macro Trends Group. Karen and her team at Macro Trends focus on developing insights about global macroeconomic and social trends. They also work with institutional clients to embed macro strategy into their investment and business decisions.
12:05PM - 1:15PM
BUFFET LUNCH // SEAPORT FOYER + TERRACE
1:20PM - 1:50PM
Patrick Cox // Mauldin Economics + Karen Harris // Macro Trends Group
1:50PM - 2:50PM
BIOTECH PANEL: AUBREY DE GREY // ERIC VERDIN // MICHAEL WEST // Moderated by Patrick Cox of Mauldin Economics
2:50PM - 3:30PM
NIALL FERGUSON // STANFORD UNIVERSITY
A senior fellow at Stanford University, Niall is one of the finest economic historians on the planet, but he isn’t only an academic. What many people don’t know is that he works with a small group of elite hedge fund managers and executives as the managing director of macroeconomic and geopolitical advisory firm Greenmantle.
3:30PM - 4:00PM
NETWORKING BREAK
4:05PM - 4:45PM
DAVID MCWILLIAMS // ECONOMIST + AUTHOR
Consistently accurate in his forecasts, David was the only economist in Ireland who accurately forecasted a strong UK Brexit vote. He was also the first economist to identify the Irish boom as nothing more than a credit bubble, warning of its collapse and the consequences for the country.
4:45PM - 5:30PM
EXPERT PANEL: NIALL FERGUSON // DAVID MCWILLIAMS // Moderated by John Mauldin
7:00PM - 10:00PM
EVENING RECEPTION // 4TH FLOOR POOL DECK
7:00AM - 7:50AM
BUFFET BREAKFAST // SEAPORT FOYER + TERRACE
8:00AM - 8:50AM
GABRIELA SANTOS + STEVE BLUMENTHAL
8:50AM - 9:20AM
JARED DILLIAN // MAULDIN ECONOMICS + ED D'AGOSTINO // MAULDIN ECONOMICS
The editor of Street Freak and The 10th Man at Mauldin Economics. A die-hard contrarian with a razor-sharp mind and irreverent wit, Jared is the former head of ETF Trading at Lehman Brothers and a master of market psychology.
9:20AM - 9:50AM
NEIL HOWE // HEDGEYE RISK MANAGEMENT + JOHN MAULDIN // MAULDIN ECONOMICS
A renowned authority on generations: who they are, and how they are shaping America’s future. Howe is best known for his 1997 book The Fourth Turning, in which he predicted much of the generational strife playing out today and that a Trump-like figure would emerge.
9:50AM - 10:20AM
NETWORKING BREAK
10:25AM - 11:15AM
GEORGE FRIEDMAN // GEOPOLITICAL FUTURES
The chairman and founder of Geopolitical Futures, a firm dedicated to forecasting the course of global events. In his 2009 New York Times best-selling book titled The Next 100 Years, Friedman made a number of prescient forecasts, including the fragmentation of the EU over economic issues, a conflict in Ukraine, and the decline of China’s economy.
11:15AM - 12:05PM
JEFFREY GUNDLACH // DOUBLELINE CAPITAL
Hailed as “the new bond king,” Jeffrey is the CEO of DoubleLine Capital, where he manages $116 billion—and has a stellar track record. His flagship DoubleLine Total Return Bond Fund (DBLTX) has outperformed its benchmark by a wide margin in the last five years.
12:05PM - 1:15PM
BUFFET LUNCH // SEAPORT FOYER + TERRACE
1:20PM - 2:10PM
GRANT WILLIAMS // THINGS THAT MAKE YOU GO HMMM…
Founder of Real Vision TV and author of Things That Make You Go Hmm… Grant has three decades of experience in the finance industry and has held senior positions at a number of investment banks and brokers in locations as diverse as London, Tokyo, New York, Sydney, and Singapore.
2:10PM - 3:00PM
CRYPTO-CURRENCY PANEL: John Burbank // George Gilder // Marco Streng // Frank Holmes // Moderated by Jared Dillian
3:00pm - 3:35pm
MARK YUSKO // MORGAN CREEK CAPITAL MANAGEMENT + JOHN MAULDIN
3:35PM - 4:05PM
NETWORKING BREAK
4:10PM - 4:40PM
GEORGE GILDER + JOHN MAULDIN
4:40PM - 5:30PM
ETF PANEL: STEPHEN CUCCHIARO // JAN VAN ECK // STEVE BREGMAN // Moderated by Jared Dillian of Mauldin Economics
6:30PM - 8:00PM
RECEPTION + DINNER // SEAPORT FOYER + TERRACE
8:00PM - 9:00PM
EXPERT PANEL: PATRICK CADDELL // NEIL HOWE // JOHN MAULDIN // Moderated by Steve Moore of The Heritage Foundation
7:00AM - 7:50AM
BUFFET BREAKFAST // SEAPORT FOYER + TERRACE
8:00AM - 8:50AM
MARK YUSKO // MORGAN CREEK CAPITAL MANAGEMENT
The founder and CEO of Morgan Creek Capital Management, which advises pension funds, endowments, and high net worth individuals. Prior to forming Morgan Creek, Mark was chief investment officer of both the University of North Carolina and the University of Notre Dame where he turned struggling endowment funds into top national performers.
8:50AM - 9:40AM
JOHN BURBANK // PASSPORT CAPITAL
Since launching his fund Passport Capital in 2000, John has become a titan in the hedge fund world. He shot to fame for his lucrative bet against subprime housing ahead of the global financial crisis in 2008.
9:40AM - 10:10AM
NETWORKING BREAK
10:15AM - 11:05AM
LACY HUNT // HOISINGTON INVESTMENT MANAGEMENT
The executive vice president of Hoisington Investment, a firm that manages $6.5 billion for pension funds, endowments, and insurance companies. Lacy was also the chief US economist for HSBC, and senior economist for the Federal Reserve Bank of Dallas.
11:05AM - 12:00PM
EXPERT PANEL: JOHN BURBANK // LACY HUNT // MARK YUSKO
12:00PM
CONFERENCE CONCLUSION
Continuing Education Credits: SIC attendance offers continuing education credits for Certified Financial Planners (CFP®), Certified Investment Management Analysts (CIMA), and Chartered Financial Analysts (CFA). Exact number of credits to be announced closer to the event.

SPEAKERS

Our speakers deliver insights you won’t hear anywhere else.

A perfect blend of fund managers, economists, central bankers, historians, and policymakers brings you unique and personal perspectives. Their analysis will help you invest more profitably, plan more effectively, and anticipate changes already underway… but invisible to many.

After three days of interacting with these experts, hours of exploring challenges at a deeper level than you’ll find in today’s financial media, and debating with fellow attendees from around the world, you’ll be more prepared than ever to safeguard the future of your family and your wealth.

Jeffrey Gundlach

JEFFREY GUNDLACH

CEO

DoubleLine Capital, LP

JOHN BURBANK

JOHN BURBANK

Founder, CIO, Portfolio Manager

Passport Capital, LLC

Bass Kyle

DAVID MCWILLIAMS

Economist + Best-selling author

Niall Ferguson

NIALL FERGUSON

Historian, Economist

Senior Fellow, Hoover Institution, Stanford University

KAREN HARRIS

KAREN HARRIS

Macro Trends Group

Bain & Company

Mark Yusko

Mark W. Yusko

CEO & Chief Investment Officer

Morgan Creek Capital Management

George Friedman

GEORGE FRIEDMAN

Founder + Chairman

Geopolitical Futures

John Mauldin

John Mauldin

Chairman, Mauldin Economics

President, Mauldin Solutions, LLC

David Rosenberg

David Rosenberg

Chief Economist + Strategist

Gluskin Sheff

Lacy Hunt

DR. LACY HUNT

Executive Vice President

Hoisington Investment Management Company

Grant Williams

GRANT WILLIAMS

Author

Things That Make You Go Hmmm…

Louis Gave

LOUIS GAVE

Co-Founder + CEO

Gavekal Research

JARED DILLIAN

JARED DILLIAN

Editor

Street Freak + The Daily Dirtnap

Gabriela Santos

Gabriela Santos

Executive Director, Global Market Strategist

JP Morgan Asset Management

GEORGE GILDER

GEORGE GILDER

Author + Co-Founder

The Discovery Institute

ERIC VERDIN, M.D.

ERIC VERDIN, M.D.

President and CEO

The Buck Institute for Research on Aging

AUBREY DE GREY

AUBREY DE GREY

Chief Science Officer

SENS Research Foundation

PATRICK COX

PATRICK COX

Editor

Transformational Technology Alert

DR. MICHAEL WEST

DR. MICHAEL WEST

CEO

BioTime

Neil Howe

Neil Howe

Demography Sector Head

Hedgeye Risk Management

Patrick Caddell

Patrick Caddell

Political Strategist + Consultant

FOX News Contributor

Jan van Eck

Jan van Eck

Van Eck Securities

Stephen Moore

Stephen Moore

Visiting Senior Fellow in Economics

The Heritage Foundation

Stephen Cucchiaro

Stephen Cucchiaro

President + CIO

3EDGE Asset Management

Jacob Shapiro

Jacob Shapiro

Director of Analysis

Geopolitical Futures

Frank E. Holmes

Frank E. Holmes

CEO & Chief Investment Officer

US Global Investors

Marco Streng

Marco Streng

Co-Founder, CEO

Genesis Mining

Steve Blumenthal

Steve Blumenthal

Founder, CEO, CIO

CMG Capital Management Group

Steven Bregman

Steven Bregman

President, Co-Founder

Horizon Kinetics

SPONSORS

The companies sponsoring SIC 2018 have been carefully selected to offer both sponsor and attendee with the most valuable experience possible. Click below to learn more.

altegris logo mauldin solutions logo Shepherd Kaplan Krochuk (SKK) GPF logo GPF logo syntax logo double line logo
VanEck logo chaikin analytics logo chaikin analytics logo
become a
SPONSOR

VENUE

The 2018 SIC venue is the beautiful Manchester Grand Hyatt in downtown San Diego, California. The hotel is a quick 10 minute drive from the San Diego International Airport.

Special Conference Rate: starts at $289.00 per night. Please note that this discounted rate will only be available until the SIC room block is exhausted. Regular room rates will apply afterwards.

Click here to reserve your room online, or call direct 1-888-421-1442 and be sure to mention Mauldin Economics SIC to ensure you receive the conference rate.

Sign up to receive updates including speaker announcements, limited availability events, and other important SIC updates:

WHAT’S INCLUDED?

$2,795

REGISTRATION

  • Hear from 20+ industry experts
  • Networking with speakers and other attendees
  • Breakfast all 3 days, lunch and dinner on the two full days.
  • Open bar receptions all 3 nights
  • New perspective, actionable advice