Faced with generation-changing global debt, it’s more important than ever to understand the crises and market opportunities that could cripple your buying power or multiply it. This panel is central to the entire SIC and features an academic recognized as one of the world’s most knowledgeable authorities on the topic plus two investors who are among the most expert practitioners of managing debt.

Howard Marks: Co-Chairman and Co-Founder of Oaktree Capital, a leading alternative asset management firm with $120 billion in assets under management, and author of New York Times bestseller Mastering the Market Cycle: Getting the Odds on Your Side. Howard has an extensive background in distressed debt, high yield bonds, and convertible securities and is best known in the financial community for his "Oaktree memos" to clients detailing his investment philosophy and economic insight.

Carmen Reinhart: Professor of the International Financial System, Harvard Kennedy School and co-author of the best-selling book This Time Is Different: Eight Centuries of Financial Folly, which documents the striking similarities of the recurring booms and busts that have characterized financial history. Carmen is ranked among the top five economists worldwide based on publications and scholarly citations and has a lot to say about the debt crisis.

Bill White: Senior fellow at the C.D. Howe Institute and regarded as one of Canada's leading lights on macroeconomics and monetary policy with exceptional central banking and international policy knowledge. Bill was past chairman of the Economic and Development Review Committee at the OECD in Paris and previously worked with the BIS (Bank of International Settlements) as economic adviser and head of the Monetary and Economic Department (MED).

John Mauldin: Chairman of Mauldin Economics and author of Thoughts from the Frontline who has dedicated more than 30 years of his life to keeping people informed about risk. John has written at length about the debt cycles and the biggest issues facing the economy and our investment portfolios.

Cullum Clark: Director of the Bush Institute-SMU Economic Growth Initiative and an adjunct professor of Economics at SMU. Within the Economic Growth Initiative, Cullum also leads the Bush Institute’s work on domestic economic policy and economic growth.

Attendees will come away from this panel with a high level of understanding about how to get assets from where we are today past the upcoming recession and even through “The Great Reset,” which could be as profound an event as the Great Depression.

The world is watching China’s combination of excess debt and efforts to de-dollarize the commodity trade while also asserting itself as a regional hegemon in Asia. This goes hand in hand with its advancements in creating capital in key areas including artificial intelligence, robotics, automobile automation, and energy. To cut through the noise, we have three distinguished guests with deep knowledge of the nation.

Kyle Bass: 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 sub-prime credit, the pharmaceutical industry, and Asia.

Felix Zulauf: President of Zulauf Family Office and a member of the Barron’s Roundtable for over 20 years. As an international investment manager, he’s a master of cycles and keenly focused on events in the world’s second-largest economy. One of Felix’s many claims to fame is that he’s avoided all the major casualties in the financial markets since 1974.

Louis Gave: Co-Founder and CEO of Gavekal Research which specializes in uncovering game-changing policy shifts and massive social changes underway in China and the world while managing portfolios to address the very best opportunities.

Simon Hunt: Founder of Simon Hunt Strategic Services which focuses on the global economy but especially China’s economy and its copper sector. Simon also co-writes the Frontline China Report Service, an advisory that focuses on the country’s political, economic, and financial outlook. He visits the country for 2–4 months every year.

Leland Miller: A leading authority on China's economy and financial system, Leland works closely with chief investment officers and corporate boards on their trading and investment strategies, while helping them mitigate long-term risks using China Beige Book's™ proprietary forecasting platform.

Understanding just how far-ranging China’s regional and global power will be in the next several years—and how to position your portfolio accordingly—is crucial for any international investor. One way or another, China is poised to become the world’s biggest economy sometime in the next decade. Just how it will most likely happen is what you’ll take away from this panel.

What will happen to the European bourses as the ECB ends its QE program? Will infighting among member countries, friction over Britain’s on-again/off-again Brexit turmoil, or growing political extremism derail the grand eurozone experiment?

Felix Zulauf: President of Zulauf Family Office and a member of the Barron’s Roundtable for over 20 years. Felix is based in non-eurozone Switzerland and has a bird’s-eye view of what’s happening on his home continent as an international investment manager. Felix has avoided all the major casualties in the financial markets since 1974, including the Euro debt crises in the last decade and more.

George Friedman: Founder and chairman of the internationally recognized Geopolitical Futures who has briefed numerous military and government organizations in the US and overseas. His most recent book, Flashpoints: The Emerging Crisis in Europe, predicts the borderlands where centuries-old tensions are re-emerging and will spark new conflicts.

Jim Mellon: Chairman of Juvenescence Limited, a company using state-of-the-art technologies (including AI) to help find biotechnology solutions to ageing and age-related disease. A billionaire investor and entrepreneur, Jim brings a different perspective to Brexit and the eurozone. When not running multiple biotech companies, Jim also heads listed fund management company Charlemagne Capital and Asian investment group Regent Pacific Group.

Louis Gave: Co-Founder and CEO of Gavekal Research which specializes in uncovering game-changing policy shifts and massive social changes underway in China and the world while managing portfolios to address the very best opportunities.

Attendees will come away from this panel armed with the best opportunities to profit (or protect themselves) from the high volatility we’ll be seeing in Europe for the foreseeable future.

The future of energy is critical to the economy, and that includes the roles to be played by nuclear power and renewable energy. The panel we’ve assembled includes two highly successful energy investors and the secretary of energy in the George W. Bush administration.

Amir Adnani: President and CEO of Uranium Energy Corporation with extensive contacts in the minerals exploration and energy world. Amir has spoken at numerous industry conferences organized by the International Atomic Energy Agency, World Nuclear Fuel Market, and the Milken Institute.

Spencer Abraham: Former secretary of energy in the George W. Bush administration and now chairman and CEO of The Abraham Group will steer the discussion to encompass the most important threats and opportunities in today’s global energy markets.

Marin Katusa: Founder of Katusa Research, a natural resource specialist advisory firm and a highly successful energy investor. Marin is also author of The Colder War, a New York Times best seller covering the massive recent geopolitical power shift to Russia and China.

Attendees will come away from this panel with a better understanding of whether they should over- or underweight energy in their portfolios and what trends we’ll most likely see over the next several years. That includes the opportunities posed by both traditional and new competitors in the energy sector.