Prepare for Tomorrow’s
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. Former President George W. Bush agrees.
He’ll take the stage to 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||
CONFERENCE WELCOME // JOHN MAULDIN, OLIVIER GARRET
|5:25pm – 6:15pm||
Liz Ann Sonders // Charles Schwab & Co., Inc.
|6:15pm – 7:15pm||
|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
|9:45am – 10:15am||
|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||
|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||
|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 on the Pegasus Lawn
|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||
|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 Stephen Cucchiaro
|3:30pm – 4:00pm||
|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||
|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
CONTINUING EDUCATION CREDITS
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.
The companies sponsoring SIC 201 have been carefully selected to offer both sponsor and attendee with the most valuable experience possible. Click below to learn more.
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.
STAY IN TOUCH
Sign up to receive updates including speaker announcements, limited availability events, and other important SIC updates:
- 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