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SIC 2026 Agenda

We are adding speakers and new sessions all the time, so please check back frequently for the most up-to-date information.

Please note that the agenda is subject to change. All times are in Eastern Time Zone (EDT).

SIC 2026 begins in:

RESERVE YOUR SEAT

10:00am

John Mauldin

Mauldin Economics

Olivier Garret

Mauldin Economics

10:05am

David Rosenberg

Rosenberg Research

10:55am

15-Minute Break

11:10am

Louis-Vincent Gave

Gavekal

12.00pm

15-Minute Break

12.15pm

Lacy Hunt

Hoisington Investment Management Co.

2.00pm

Panel: The Market’s Verdict on Conflict, Rates, and Crisis

Ed D'Agostino

Moderator

Mauldin Economics

René Aninao

CORBŪ LLC

David Bahnsen

The Bahnsen Group

1.05pm

55-minute lunch break

2.50pm

15-Minute Break

3.05pm

John Mauldin

Mauldin Economics

3.55pm

15-Minute Break

4.10pm

Ben Hunt

Perscient

5.00pm

60-Minute Break

6.00pm

Alpha Society Happy Hour with Ben Hunt

9:00am

Bruce P. Mehlman

Mehlman Consulting

Olivier Garret

Mauldin Economics

9:50am

10-Minute Break

10:00am

Peter Turchin

Complexity Science Hub, Vienna

Olivier Garret

Mauldin Economics

10:55am

15-Minute Break

11:05am

Dr. Michael Howell

CrossBorder Capital

Olivier Garret

Mauldin Economics

11.55am

15-Minute Break

12.10pm

Panel: AI, Defense, and the New Battlefield

Will O'Brien

Ulysses Ecosystem Engineering

Nathan Mintz

CX2

Stephen McBride

Moderator

RiskHedge

1.00pm

55-minute lunch break

1.55pm

Liz Ann Sonders

Schwab Center for Financial Research

Ed D'Agostino

Moderator

Mauldin Economics

2.45pm

15-Minute Break

3.00pm

Peter Boockvar

Bleakley Financial Group

3.50pm

15-Minute Break

4.05pm

TBD

4.55pm

60-Minute Break

6.00pm

Alpha Society Happy Hour with Peter Boockvar

10:00am

Mark Mills

National Center for Energy Analytics

Olivier Garret

Mauldin Economics

10:55am

15-Minute Break

11:05am

Panel: Energy at the Center of Power: Oil, Gas, Power, and New Global Demand

John Mauldin

Moderator

Mauldin Economics

Brett Rampal

Veriten

Mark Mills

National Center for Energy Analytics

Joshua Young

Bison Interests

11.55am

15-Minute Break

12.10pm

Karen Harris

Bain & Company

1.00pm

55-minute lunch break

1.55pm

George Friedman

Geopolitical Futures

2.45pm

15-Minute Break

3.00pm

Joe Lonsdale

8VC

John Mauldin

Moderator

Mauldin Economics

3.50pm

15-Minute Break

4.05pm

Danielle DiMartino Booth

QI Research

10:00am

Matt Ridley

Author, Speaker

Stephen McBride

Moderator

RiskHedge

10:55am

15-Minute Break

11:05am

Joe Liemandt

Alpha School

Stephen McBride

Moderator

RiskHedge

11.55am

15-Minute Break

12.10pm

Barry Habib

MBS Highway

1.00pm

55-minute lunch break

1.55pm

Mark Halperin

2WAY Interactive Inc.

2.45pm

15-Minute Break

3.00pm

Ed Yardeni

Yardeni Research

3.50pm

15-Minute Break

4.05pm

Panel: Markets Under Pressure: Investing Amidst War, Crisis, and Disruption

Jared Dillian

Jared Dillian Money

Ed D'Agostino

Moderator

Mauldin Economics

Jeff DeGraaf

Renaissance Macro Research

10:00am

Panel: China’s Tightrope: Energy, Control, and the Global Order

Ram Charan

Bestseller Author

Lyric Hughes Hale

Moderator

EconVue

10:55am

15-Minute Break

11:05am

TBD

11.55am

15-Minute Break

12.10pm

James Bianco

Bianco Research

1.00pm

55-minute lunch break

1.55pm

Panel: Misreading the Map: Geopolitics, Energy

Jacob Shapiro

Cognitive Investments

Ed D'Agostino

Moderator

Mauldin Economics

Chase Taylor

Pinecone Macro Research

2.45pm

15-Minute Break

3.00pm

Tyler Cowen

George Mason University

3.50pm

15-Minute Break

4.05pm

Final Panel: Surviving The Global Reorder: What Comes Next

John Mauldin

Mauldin Economics

David Bahnsen

The Bahnsen Group

Ed D'Agostino

Moderator

Mauldin Economics

Tyler Cowen

George Mason University

Bruce Mehlman

Mehlman Consulting

RESERVE YOUR SEAT

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