Prepare for Tomorrow’s
Challenges Today

The Strategic Investment Conference is an attendee’s conference, meaning it’s built for you. For the past 15 years, attendees have attributed the success of the SIC to its speakers—no one pays to speak on the SIC stage. All speakers are chosen for their connection to the changing narrative that drives each year’s conference. They’re invited because they have a deeper understanding of the specific forces impacting our investments than anyone else.

By attending a conference curated around the dominant themes of the day, you’ll leave the SIC with a greater understanding of the forces moving markets and how to prepare your portfolio. Perhaps that’s why 65% of attendees have been to the SIC five or more times.

The focus of SIC 2019 will be on:


Sovereign debt, corporate debt, personal debt... all are at record highs. This should have you concerned.

At SIC 2019, some of the world’s most knowledgeable authorities on debt and managing debt will discuss the global threat posed by unattended debt and deficits here and abroad.

Global trade alliances

Alliances are being destroyed and China’s rapid growth strategy is being challenged by America. What happens in China affects your investment returns. That’s a fact you need to get comfortable with. At SIC 2019, some of the world’s foremost authorities on China, trade, and geopolitics will share their insights with you.

Disruption of energy markets

Oil’s dominance is being eroded and with it the tenuous balance of power in the Middle East.

At SIC 2019, you’ll hear from the energy experts regarding the direction of this sector and from the geopolitical thinkers studying the impact of these shifts.

SIC 2019 will cover a broad range of topics, all viewed through the lens of a strategic investor.










Active financial professionals


Attended more than five times


Each day's schedule is subject to revision as speakers and events are confirmed.

12:00pm – 6:00pm
Attendee Registration Check In
1:00pm – 4:30pm
Alpha Society Member's-Only Special Event
5:00pm – 5:25pm
5:25pm – 6:15pm
Liz Ann Sonders // Charles Schwab & Co., Inc.
6:15pm – 7:15pm
Welcome Reception
7:30pm – 9:30pm
Dine Around Dinners
8:00am – 8:05am
Intro Remarks/Housekeeping // Ed D'Agostino, Shannon Staton
8:05am – 8:55am
David Rosenberg // Gluskin Sheff
8:55am – 9:45am
Lakshman Achuthan // The Economic Cycle Research Institute & Peter Boockvar // Bleakley Advisory Group // Moderated by Steve Blumenthal
9:45am – 10:15am
Networking Break
10:20am – 11:00am
Jeffrey Sherman // DoubleLine Capital
11:00am – 11:30am
Lacy Hunt // Hoisington Investment Management
11:30am – 12:00pm
Lacy Hunt // Hoisington Investment Management & Bill White // C.D. Howe Institute
12:00pm – 1:15pm
Buffet Lunch
1:20pm – 2:00pm
Louis Gave // Gavekal Research
2:00pm – 2:10pm
Leland Miller // China Beige Book
2:10pm – 3:00pm
Panel - How Much of a Danger Is China's Economy? // Simon Hunt, Kyle Bass, Felix Zulauf, Louis Gave // Moderated by Leland Miller
3:00pm – 3:30pm
Networking Break
3:35pm – 3:45pm
Marin Katusa // Katusa Research
3:45pm – 4:20pm
Panel - Energy: 5 Big Trends for the Next 5 Years // Amir Adnani, Spencer Abraham // Moderated by Marin Katusa
4:20pm – 5:05pm
Panel - The Future of Europe: Will the Euro Exist in 2030? // George Friedman, Jim Mellon, Felix Zulauf, Louis Gave // Moderated by Grant Williams
6:00pm – 7:30pm
Reception & Dinner - Dallas Foyer & Terrace
8:00pm – 9:00pm
A Conversation with George W. Bush // Moderated by Kyle Bass // Hayman Capital
8:00am – 8:50am
Grant Williams // Author, Things That Make You Go Hmmm...
8:50am – 9:25am
Felix Zulauf // Zulauf Family Office
9:25am – 10:00am
Woody Brock // Strategic Economic Decisions, Inc.
10:00am – 10:30am
Networking Break
10:35am – 11:15pm
George Friedman // Geopolitical Futures
11:15am – 12:05pm
US Real Estate Panel // Joe Anthony, John Burns, Barry Habib // Moderated by Ed D'Agostino
12:05pm – 1:15pm
1:15pm – 2:10pm
The US in 2020 // Neil Howe, George Friedman // Moderated by John Mauldin
2:10pm – 2:50pm
Jared Dillian // Mauldin Economics + Ed D'Agostino // Mauldin Economics
2:50pm – 3:30pm
Expert Panel // Josh Ayers, David Rosenberg // Moderated by Mark Yusko
3:30pm – 4:00pm
Networking Break
4:05pm – 4:25pm
Jim Mellon // Juvenescence Limited
4:25pm - 5:05pm
Panel - Investing in the Age Reversal Revolution // Jim Mellon, Mike Roizen, Patrick Cox // Moderated by Mari Kooi
6:30pm - 10:00pm
Western Party at Gilley's Dallas
8.00am – 8:50am
Mark Yusko // Morgan Creek Capital Management
8.50am – 9:20am
Bill White // C.D. Howe Institute
9.20am – 10:10am
Carmen Reinhart // Harvard Kennedy School
10.10am – 10:40am
Networking Break
10.45am – 11:35am
Howard Marks // Oaktree Capital
11.35am – 12:30pm
Panel // Generation-Changing Global Debt // Howard Marks, Carmen Reinhart, Bill White, John Mauldin // Moderated by Cullum Clark from the George W. Bush Institute


SIC attendance offers continuing education credits for Certified Financial Planners (CFP®), Certified Investment Management Analysts (CIMA), and Chartered Financial Analysts (CFA). The exact number of credits will be announced closer to the event. Please join our mailing list for updates.


Our speakers deliver insights that will help you invest more profitably, plan more effectively, and anticipate changes already underway.

Howard Marks
Oaktree Capital
Felix Zulauf
Zulauf Family Office
Carmen Reinhart
Professor of the International Financial System
Harvard Kennedy School
Kyle Bass
Hayman Capital Management
Jim Mellon
Juvenescence Limited
Jeffrey Sherman
Deputy Chief Investment Officer
DoubleLine Capital LP
Liz Ann Sonders
Senior Vice President, Chief Investment Strategist
Charles Schwab & Co., Inc.
Louis Gave
Co-Founder & CEO
Gavekal Research
Dr. Michael Roizen
Chief Wellness Officer
The Cleveland Clinic
Mark Yusko
CEO & Chief Investment Officer
Morgan Creek Capital Management
Grant Williams
Things That Make You Go Hmmm...
Bill White
Senior Fellow
C.D. Howe Institute
Spencer Abraham
Chairman of the Board
Uranium Energy Corp
Simon Hunt
Simon Hunt Strategic Services
George Friedman
Founder & Chairman
Geopolitical Futures
Lakshman Achuthan
the Economic Cycle Research Institute
Horace "Woody" Brock, Ph.D.
Strategic Economic Decisions, Inc.
Lacy Hunt
Executive Vice President
Hoisington Investment Management Company
Leland R. Miller
Chief Executive Officer
China Beige Book
Peter Boockvar
Chief Investment Officer, Bleakley Advisory Group
Editor of The Boock Report
Jared Dillian
Senior Editor
Street Freak
Patrick Cox
Senior Editor
Transformational Technology Alert
John Mauldin
Mauldin Economics
Barry Habib
MBS Highway
David Rosenberg
Chief Economist & Strategist
Gluskin Sheff
Mari Kooi
CEO/CIO, Founder (Retired)
Wolf Asset Management International
John Burns
John Burns Real Estate Consulting
Amir Adnani
President and CEO
Uranium Energy Corp
Marin Katusa
Katusa Research
J.H. Cullum Clark
Bush Institute-smu Economic Growth Initiative
George W. Bush Institute
Neil Howe
Demography Sector Head
Hedgeye Risk Management
Joe Anthony
Head of Trusts & Estates
Real Estate Assets
Josh Ayers
Chief Investment Officer
REB Capital Management LLC


The companies sponsoring SIC 2019 have been carefully selected to offer both sponsor and attendee with the most valuable experience possible. Click below to learn more.

cmg Uranium Energy Corp Hayman Capital Management
Sytnax Bexion Pharmaceuticals
Commerce Street Capital DoubleLine



The 2019 SIC will be held at the iconic Omni Hotel in downtown Dallas, Texas.

Special Conference Rate starts at $299.00 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.


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


The SIC is an investment conference for professional advisors, individual investors, and market watchers who want to learn from the experts in a world-class venue. If you want insights you won't hear anywhere else while networking with like-minded, curious people... then the SIC is for you.
Yes! If you enjoy understanding the impact of global events, politics, and economic policies on your portfolio, you’ll get a lot from attending. Plus, you’ll get the opportunity to meet a wide range of new people interested in exactly the same things you are. The learning and networking benefits are a key part of why 65% of SIC attendees have joined us more than five times.
We recommend business casual for all conference functions.
Registration check-in will open during the afternoon on Monday, May 13. We recommend arriving at that time for maximum convenience.
Attendees receive access to the SIC virtual pass. This includes a video archive, transcripts, downloadable audio files, and PDFs of speaker presentations.
We’ll be making a livestream and full post-event package available for purchase. Please join the SIC list to be notified when this is available.
Please send an email to and we’ll respond quickly to get the conversation started. Download our sponsorship guide to see the packages available.
We’ve reserved a block of rooms for SIC attendees at the event venue itself: the Omni Hotel in downtown Dallas. To avoid disappointment, please make your reservation before the block sells out.
Yes, we offer the option to purchase guest passes for evening-only access. This includes all dinners and attendance to the keynote speaker presentation. Each pass is $695.


Registration is Now Closed
  • Hear from 25+ industry experts
  • Network with speakers and other attendees
  • Enjoy breakfast all three days, and lunch and dinner on the two full days.
  • Free livestream video package including full transcripts and slide presentations
  • Get a new perspective and actionable advice