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Strategic Investment Conference May 11–21, 2020

Watch the Most Important SIC Yet!

Economic Risks, Challenges & Opportunities in the Post-COVID-19 World

The COVID-19 crisis has left us in an unfamiliar landscape, searching for answers. More than 40 prominent experts in economics, finance, and politics participated in a virtual conference to provide those answers.

Watch it NOW with your Virtual SIC 2020 Pass!

  • 40+ world-class presenters and panelists, including Leon Cooperman, Ian Bremmer, Peter Diamandis, Neil Howe, Doug Kass, Niall Ferguson, Matt Ridley, David McWilliams, and Jeff Saut

  • 35+ hours of gripping presentations and virtual panel discussions: What are the economic and (geo)political challenges we’ll face in 2020, 2021, and beyond? And what profit opportunities will arise from the crisis?

  • Your Virtual SIC 2020 Pass gives you videos and MP3s of the entire conference so you can watch and listen at your leisure—over and over again

  • Skim the most important facts: No need to take notes—get full transcripts of every presentation.

  • Graphic knowledge: See the speakers’ charts and images for at-a-glance information on key trends and data.

“As a first-time attendee, I would rate Day 1 as excellent, much of it superb. As to the technology: This feels like the future. This is how we will do things from now on. ... Kudos on a fine start and great show!"
—Paul V., Virtual SIC 2020 attendee, on May 12

Future generations may look back on the COVID-19 pandemic and its global economic impact as one of the greatest global disasters of our time.

They may also know where we went wrong, what we did right, and how we could have handled the situation better.

At the moment, we don’t have the benefit of 20/20 hindsight yet. We are still in the midst of the crisis. Confusion reigns, and the need for clarity is paramount.

That’s why we asked for answers from world-class experts with the knowledge to shed light on the most pressing issues:

  • How deep a shock is the current recession going to be, and what does the recovery look like in the near term?

  • What is the longer-term fallout on the economy, the markets, and society?

  • What profit opportunities will emerge from the rubble, and how do we seize them?

This conference was not about hunkering down... it was about getting a realistic picture of the carnage and then finding the bright spots and moving forward.

Order your Virtual SIC 2020 Pass today and don’t miss a minute of what this year’s attendees have called “the best SIC ever”—because it was also the most important one to date.

Watch 35+ hours of online presentations and panel discussions from the comfort of your home and on any device... your laptop, tablet, or smartphone.

See our world-class faculty—including big names like Leon Cooperman, Niall Ferguson, Matt Ridley, Neil Howe, Jeff Saut, Barry Ritholtz, Ian Bremmer, Doug Kass, Felix Zulauf, and many more—present valuable data and analysis. (Click here for the full faculty list.)

As a Virtual SIC 2020 Pass holder, you’ll have access to professionally prepared videos and MP3 files, plus full transcripts and the complete slide shows our speakers used.

The middle of a crisis is not a comfortable place to be. Don’t miss the opportunity to get expert guidance on what to expect, how to protect your assets, and how to prosper in the months and years ahead.

Right now, you can get your Virtual SIC 2020 Pass at a fraction of the normal fee if you order today.

Get your Virtual SIC 2020 Pass today!

Order Now for Only $795 $395

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The Aftermath of the Ultimate Black Swan Event

A pandemic is one of the truly unpredictable trigger events for a major crisis. (Although, as you’ll see below, one man actually did predict it.)

And the aftermath is no less uncertain.

As Mark Grant, chief global strategist at B. Riley FBR and regular Mauldin Economics contributor, recently wrote:

We are peering into the void, of the great unknown, and trying to make sense of an array of data that doesn’t fit any economic models, because we have never been here before, and we don’t know how to model for economic conditions that have never existed before, in anyone’s lifetimes.

That’s why we enlisted more than 40 world-renowned speakers to share their research on what the future might bring and answer questions such as:

  • What are the immediate and long-term effects of never-before-seen levels of Fed intervention in the economy and markets... and what are the implications for investors?

  • Is what the Fed does really the equivalent of the much-maligned Modern Monetary Theory (MMT), as some financial experts say?

  • Could it lead to rampant inflation or even hyperinflation?

  • What will sky-high unemployment rates and small-business failures do to the US consumer economy?

  • Are financial-sector stocks good buys right now?

  • Have we left Kansas for good —that is, will we have to create new models for economic growth and survival? Is globalization dead?

  • Will oil make a comeback from the abyss, or is the US and Canadian oil industry doomed? Is this a “buy the dip” or a “lose your shirt” scenario?

This is just a small sample of the burning issues our all-star faculty discussed in five days of presentations and panels, from May 11–21, 2020.

Aside from the solo presentations, we also held six virtual panel sessions featuring foremost experts in their fields:

To many regular SIC attendees, these dynamic panels are the highlights of every conference.

Be sure to act fast so you don’t miss the opportunity to watch the Virtual SIC 2020 at a deep 50% discount.

Get your Virtual SIC 2020 Pass today!

Order Now for Only $795 $395

Order Your Pass Now

Get Time-Sensitive Portfolio, Strategy, and Life Advice from These Living Legends

Here are just a few of the SIC faculty members you’ll encounter with your Virtual SIC 2020 Pass:


Speaker

Leon G. Cooperman, CFA

Founder, Omega Advisors, Inc.
Chairman & CEO, Omega Family Office, Inc.
New York, New York

Leon Cooperman is chairman and CEO of Omega Advisors, and one of the most successful investors of our lifetime. He is a shining example of the American dream, an active philanthropist, and a passionate defender of capitalism. He recently made the case for company bailouts in the wake of the COVID-19 pandemic in order to avoid a huge surge in unemployment.

Click here for the full bio


Speaker

Ian Bremmer

President and Founder, GZERO Media

Ian Bremmer is president and founder of GZERO Media. He hosts the weekly digital and broadcast show, GZERO World, where he explains the key global stories of the moment, sits down for an in-depth conversation with the newsmakers and thought leaders shaping our world, and takes your questions.

Ian is also the president and founder of GZERO Media's parent company, Eurasia Group, the leading global political risk research and consulting firm.

Click here for the full bio


Speaker

Peter H. Diamandis, MD

Founder and Executive Chairman, XPRIZE Foundation
Executive Founder and Director, Singularity University

Peter Diamandis is an engineer, physician, and entrepreneur of outstanding ingenuity. He believes that we’ll see a complete transformation of the healthcare sector following the current crisis, with far greater roles for AI and telehealth.

Click here for the full bio


Speaker

Neil Howe

Managing Director of Demography, Hedgeye Risk Management

Neil Howe is the managing director of demography at Hedgeye Risk Management, an independent financial research firm. As a historian and generational researcher, he co-authored the 1997 cult classic, The Fourth Turning, which listed a global pandemic as a possible trigger for a chain of events culminating in a major crisis.

Click here for the full bio


Speaker

Doug Kass

President, Seabreeze Partners Management, Inc.

From 2001 to the present, Doug Kass has served as president of Seabreeze Partners Management, Inc.—an investment manager of Seabreeze Partners L.P. (until 2015) and currently a manager of separate accounts.

From 1997 to 2001, Doug was the general partner of Kass Partners, Ltd, a private investment entity.

Click here for the full bio

Plus These Masters Who Shared Their Insights at the Virtual SIC 2020

Here’s the full list of our presenters and panelists in alphabetical order (click on the images of the speakers to read their full bios):


Renè Javier Aninao
Managing Partner
CORBŪ LLC
Rob Arnott
Founder and Chairman of the Board
Research Affiliates
David L. Bahnsen
Founder, Managing Partner & Chief Investment Officer
The Bahnsen Group
Bruce Bartlett
American historian and bestselling author
Ross Beaty
Founder and Chairman
Pan American Silver Corp. and Equinox Gold Corp.
James Bianco
President
Bianco Research
Woody Brock
President
Strategic Economic Decisions, Inc.
Niall Ferguson, MA, DPhil
Milbank Family Senior Fellow, Hoover Institution, Stanford University Senior Faculty Fellow, Belfer Center for Science and International Affairs at Harvard
Jared Dillian
Editor
The Daily Dirtnap
George Friedman
Founder & Chairman
Geopolitical Futures
Louis-Vincent Gave
Founding Partner and Chief Executive Officer
Gavekal Research
Charles Gave
Founding Partner and Chairman
Gavekal
Barry Habib
CEO
MBS Highway
Karen Harris
Managing Director
Bain & Company’s Macro Trends Group
Ben Hunt
Chief Investment Officer at Second Foundation Partners,
author of Epsilon Theory
Lacy Hunt
Executive Vice President and Chief Economist
Hoisington Investment Management Company
Anatole Kaletsky
Founding Partner and Chief Economist
Gavekal Ltd.
Marin Katusa
Founder and CEO
Katusa Research
David McWilliams
Trinity Business School, Trinity College Dublin
Adjunct Assistant Professor of Global Economics
Bruce P. Mehlman
Founder and CEO
Mehlman Castagnetti Rosen & Thomas
Michael Pettis
Nonresident Senior Fellow
Carnegie-Tsinghua Center for Global Policy
Matt Ridley
Author, Speaker
Samuel E. Rines
Director and Chief Economist
Avalon Investment & Advisory
Barry Ritholtz
Co-founder, Chairman, and Chief Investment Officer
Ritholtz Wealth Management LLC
Michael Roizen, M.D.
Chief Wellness Officer
The Cleveland Clinic
David Rosenberg
Founder and President
Rosenberg Research & Associates
Jeffrey Saut
Chief Market Strategist and Advisory Board Member
Capital Wealth Planning
Dr. Jonathan Ward
Founder
Atlas Organization
Grant Williams
Author and Publisher, Things That Make You Go Hmmm...
Co-Founder, Real Vision
Catherine D. Wood
CEO & CIO
ARK Investment Management LLC
Mark W. Yusko
Chief Executive Officer and Chief Investment Officer, Morgan Creek Capital Management, Managing Partner, Morgan Creek Digital Assets
Ivy Zelman
Chief Executive Officer
Zelman & Associates
Felix W. Zulauf
President and Founder
Zulauf Consulting
Tom Miller
Author and Senior Analyst
Gavekal Research
Amy M. Jaffe
David M. Rubenstein Senior Fellow for Energy and the Environment
Director of the Program on Energy Security and Climate Change
Mark Cutis
Chief Adviser for Finance & Investments
ADNOC
Dr. Rochelle Walensky, MD, MPH
Chief, Division of Infectious Diseases, Massachusetts General Hospital
Professor of Medicine, Harvard Medical School
Dr. Daniel Culver, DO
Director of the Interstitial Lung Disease Program
Cleveland Clinic

Get your Virtual SIC 2020 Pass today!

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Agenda

All times are in Eastern Time Zone (EDT)

11:00am – 11:10am
Intro and Opening Remarks // John Mauldin
11:10am – 12:00pm
David Rosenberg // Rosenberg Research
12:00pm – 12:10pm
10-Minute Break
12:10pm – 12:35pm
Samuel Rines // Avalon Investment & Advisory
12:35pm – 1:00pm
Lacy Hunt // Hoisington Investment Mgt, Co.
1:00pm – 1:30pm
30-Minute Lunch Break
1:30pm – 2:20pm
Matt Ridley // Author, Speaker
2:20pm – 2:30pm
10-Minute Break
2:30pm – 2:55pm
Bruce Bartlett // American Historian and Bestselling Author
2:55pm – 3:20pm
Bruce Mehlman // Mehlman Castagnetti Rosen & Thomas
3:20pm – 3:30pm
10-Minute Break
3:30pm – 4:20pm
Panel: The US Government in Flux—Political Effects of the Crisis
David L. Bahnsen // Bruce Bartlett // Ben Hunt // Bruce Mehlman // Moderated by Rob Arnott
4:20pm – 4:30pm
10-Minute Break
4:30pm – 4:55pm
Renè Aninao // CORBU Strategic Intelligence
4:55pm – 5:20pm
Ben Hunt // Second Foundation Partners, Author of Epsilon Theory
10:00am – 10:50am
Charles Gave // Anatole Kaletsky // Moderated by Louis Gave
10:50am – 11:15am
Charles Gave // Anatole Kaletsky // Louis Gave // Moderated by John Mauldin
11:15am – 11:25am
10-Minute Break
11:25am – 12:15pm
Panel: Europe in the Aftermath of COVID-19
George Friedman // Charles Gave // Anatole Kaletsky // Felix Zulauf // Moderated by Louis Gave
12:15pm – 12:25pm
10-Minute Break
12:25pm – 1:15pm
George Friedman // Geopolitical Futures
1:15pm – 1:55pm
40-Minute Lunch
1:55pm – 2:20pm
Woody Brock // Strategic Economic Decisions, Inc.
2:20pm – 2:45pm
James Bianco // Bianco Research
2:45pm – 2:55pm
10-Minute Break
2:55pm – 3:45pm
Panel: Monetary Policy & Debt
James Bianco // Woody Brock // Lacy Hunt // Samuel Rines // Moderated by Renè Aninao.
3:45pm – 3:55pm
10-Minute Break
3:55pm – 4:45pm
Marin Katusa // Katusa Research + Ross Beaty // Pan American Silver Corp. and Equinox Gold Corp
10:00am – 10:25am
Jonathan Ward // Atlas Organization
10:25am – 10:50am
Michael Pettis // Carnegie-Tsinghua Center for Global Policy
10:50am – 11:00am
10-Minute Break
11:00am – 11:50am
Panel: Re-Globalization and China’s Role in the World
Renè Aninao // Michael Pettis // Jonathan Ward // Moderated by Mark Yusko
11:50am – 12:00pm
10-Minute Break
12:00pm – 12:50pm
Neil Howe // Hedgeye Risk Management
12:50pm – 1:30pm
40-Minute Lunch
1:30pm – 2:20pm
Karen Harris // Bain & Company
2:20pm – 2:45pm
Jared Dillian // Editor, The Daily Dirtnap + Ed D’Agostino // Mauldin Economics
2:45pm – 2:55pm
10-Minute Break
2:55pm – 3:55pm
Ian Bremmer // www.GZEROMedia.com
3:55pm – 4:05pm
10-Minute Break
4:05pm – 4:55pm
Fireside Chat with Tom Miller + Karen Harris
10:00am – 10:50am
Felix Zulauf // Zulauf Consulting + Grant Williams // Things That Make You Go Hmmm...
10:50am – 11:00am
10-Minute Break
11:00am – 11:50am
Panel: The Future of Energy
Amy Jaffe // Mark Cutis // Moderated by Renè Aninao
11:50am – 12:30pm
40-Minute Lunch
12:30pm – 1:20pm
David McWilliams // School of Business Trinity College Dublin + Niall Ferguson // Stanford University, Belfer Center for Science and International Affairs at Harvard
1:20pm – 1:30pm
10-Minute Break
1:30pm – 2:20pm
Mark Yusko // Morgan Creek Capital Management
2:20pm – 2:30pm
10-Minute Break
2:30pm – 3:20pm
Dr. Michael Roizen, MD // Cleveland Clinic + Dr. Dan Culver, DO // Cleveland Clinic + Dr. Rochelle Walensky, MD // Massachusetts General Hospital
3:20pm – 3:30pm
10-Minute Break
3:30pm – 4:20pm
Catherine Wood // ARK Invest + Barry Ritholtz // Ritholtz Wealth Management
11:00am – 11:50am
Leon Cooperman // Omega Family Office + David L. Bahnsen // The Bahnsen Group
11:50am – 12:00pm
10-Minute Break
12:00pm – 12:50pm
Barry Habib // MBS Highway + Ivy Zelman // Zelman & Associates
12:50pm – 1:30pm
40-Minute Lunch Break
1:30pm – 2:20pm
Doug Kass // Seabreeze Partners Management + Jeffrey Saut //Capital Wealth Planning
2:20pm – 2:30pm
10-Minute Break
2:30pm – 3:45pm
Peter Diamandis // XPRIZE Foundation, Singularity University
3:45pm – 3:50pm
5-Minute Break
3:50pm – 5:00pm
Panel: Returning to the New Normal
John Mauldin // David L. Bahnsen // Louis Gave // Mark Yusko // Moderated by Karen Harris

Memorable Quotes from Our Blue-Ribbon Faculty

"Keep in mind that this is no FDR New Deal stimulus—when we built the Golden Gate Bridge, the Hoover Dam, the Lincoln Tunnel, and Route 66. This is not fiscal stimulus with any future multiplier impact or payback. It's simply government-assisted life support.”
—David Rosenberg on the government relief programs, May 11, Virtual SIC 2020

“The private savings rate will go up somewhat, as we've already seen some gain in the household sector to 13%. Unfortunately, this will be counterbalanced by a drop in the corporate savings rate. And therefore, we will have net-negative national savings, which is the first time since the 1930s.”
—Dr. Lacy Hunt, May 13, Virtual SIC 2020

"So all in all, we are an extraordinary generation. We have lived through an unprecedented change in human living standards such as no previous generation has experienced. And yet throughout that time, we have told ourselves that it's about to get worse.”
—Matt Ridley, May 11, Virtual SIC 2020

“Before COVID, there was a focus on efficiency. Increasingly, we're going to see a focus on resilience. For governments, that means fund stockpiles, excess capacity, being willing to pay more for having the domestic infrastructure to manufacture. For businesses, greater inventories, optionality, and supply chain... For individuals, perhaps you're going to want to drive your own car instead of taking the metro or you live in a suburb instead of the city. We're all going to be preppers now.”
—Bruce Mehlman, May 11, Virtual SIC 2020

"The Fed is attempting to blow every dam that arises to stop the flow of credit. It has plenty more dynamite.”
—Samuel Rines, Over My Shoulder, April 9, 2020

“But understand this —for good and for bad —the Fed’s balance sheet is headed to north of $7 trillion. That will not mean ‘actively intervening in the market.’ That will make them the market.
—David L. Bahnsen, Over My Shoulder, March 30, 2020

Get your Virtual SIC 2020 Pass today!

Order Now for Only $795 $395

Order Your Pass Now

Watch It All from a Safe Distance...For Just $795 $395

Ordering your Virtual SIC 2020 Pass today will get you the full SIC experience:

  • Access to the entire conference, with more than 40 superstar presenters and panelists.

  • Don’t miss a minute: You’ll get high-quality video and audio files of all 35+ hours of presentations and panels that you can watch at your convenience, from the comfort of your home.

  • Skim the most important facts: You’ll never have to take notes while watching the SIC. We’ll provide you with full transcripts, so you’ll have all the data at your fingertips.

  • Graphic knowledge: Many of our speakers use charts and images to illustrate their presentations. You’ll get those too, for at-a-glance information on key trends and data.

Because this year’s SIC was of such monumental importance, we are making your Virtual SIC 2020 Pass as affordable as possible.

For just a few more days, you can get your Virtual SIC 2020 for just $395—a fraction of what you would normally pay to attend.

Don’t wait to order: This ultra-low price will expire on June 1, and the price for a Virtual SIC 2020 Pass reverts back to $795.


YES, I want to order my Virtual SIC 2020 Pass today!

When I order before June 2, I’ll pay only $395 instead of the full list price of $795... a whopping 50% savings.

Shortly after I order my Virtual SIC 2020 Pass, I’ll receive my login information to the passholders-only page with professionally prepared video and audio recordings, full transcripts, and the slides the faculty used for their presentations.

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