Your Exclusive Invitation
The Global Reorder
Join the world’s leading investors and strategists as they bring clarity and insight to a changing global order.
SAVE THE DATE
Live Conference May 4, 6, 8, 11, and 13
The old world order has been officially pronounced dead.
Trade is being reorganized by force. Nations that once acted like partners in a shared system are now protecting their own interests, supply chains, and technological advantages. Capital is moving under a different set of rules, or no rules at all.
In many ways, we are living through the kind of transition Ray Dalio, Neil Howe, and George Friedman have spent decades describing. The consequences are rippling through everything — energy, semiconductors, sanctions, industrial policy, and the price of risk itself.
The question we must answer now is whether our investment strategies are ready for a fundamentally new era.
At this year’s SIC 2026, we’ll examine what these changes mean for investors and how to position for what’s ahead.
Meet Some of Our 2026 Confirmed Speakers
(click on the images of the speakers to read their bios)
Renè Aninao
Managing Partner
CORBŪ LLC
David Bahnsen
Founder, Managing Partner & CIO
The Bahnsen Group
Peter Boockvar
Chief Investment Officer, One Point BFG Wealth Partners
Editor of The Boock Report
Ed D'Agostino
Publisher
Mauldin Economics
Danielle DiMartino Booth
CEO & Chief Strategist
QI Research
Jared Dillian
Senior Editor
Jared Dillian Money
George Friedman
Founder and Chairman
Geopolitical Futures
Olivier Garret
Founding Partner & CEO
Mauldin Economics
Louis-Vincent Gave
Founding Partner and Chief Executive Officer
Gavekal Research
Barry Habib
CEO
MBS Highway
Karen Harris
Managing Director
Macro Trends Group, Bain & Company
Lyric Hughes Hale
Director of Research
Hale Strategic
Ben Hunt
President and Co-founder at Perscient
author of Epsilon Theory
Lacy Hunt
Executive VP and Chief Economist
Hoisington Investment Management Co. (HIMCO)
Joe Lonsdale
Founder and Managing Partner
8VC
John Mauldin
Co-Founder
Mauldin Economics
Bruce P. Mehlman
Founder & CEO
Mehlman Consulting
Matt Ridley
Author, Speaker
David Rosenberg
Founder and President
Rosenberg Research
Liz Ann Sonders
Managing Director & Chief Investment Strategist
Charles Schwab & Co.
Join us at SIC 2026 as we bring together the investors, economists, and geopolitical strategists who've been mapping this moment for decades, and are now watching it arrive in real time.
With 30+ more speakers still to be announced, the full picture is still forming. Much like the world order itself.
Reserve Your Virtual Pass for the 22nd Annual Strategic
Investment Conference
Forces Reshaping Capital…
We’re still finalizing the full lineup, but this year’s discussions are built around the forces already reshaping capital, policy, and global strategy.
Across panels and fireside conversations, speakers will examine:
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The evolving U.S.–China relationship, and what "realignment" means for capital flows.
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Defense technology and how modern warfare is reshaping industrial policy.
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Energy markets at the intersection of AI demand, national security, and great-power competition.
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AI's dual role, dismantling legacy business models while creating entirely new ones.
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Capital cycles that feel exhausted in some regions and early in others.
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The long-term cycles that brought us here, and what history suggests comes next.
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An election year that may permanently redraw rules investors have relied on for decades.
Why Attend SIC 2026
The highest concentration of macro investment minds assembled anywhere, to make sense of a world in disorder.
Clarity at a Moment of Transition
Hear directly from leading macro thinkers working to interpret a rapidly changing investment landscape, and what those changes may mean for capital, risk, and opportunity.
Direct and Easy Access
SIC brings together investors and strategists typically heard only at institutional or closed-door events, delivered live and on demand from wherever you are.
A Resource for the Year Ahead
Every session is recorded, indexed, and searchable, giving you a lasting reference as markets evolve and new questions emerge
Year in the Making
Every SIC begins the moment the last one ends. John Mauldin and his research team spend the year ahead tracking the forces reshaping markets, identifying the right voices, and designing conversations that help investors position for the days ahead.
Reserve Your Virtual Pass for the 22nd Annual Strategic Investment Conference
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FAQS
You'll receive live access to all five days of sessions. May 4, 6, 8, 11, and 13. Plus full on-demand recordings, transcripts, and speaker slides where available. Every session is replayable and searchable, so you can watch at your own pace and revisit throughout the year.
We are no longer debating theoretical risks, distant scenarios, or “vibes.” Geopolitical tensions — including rising instability involving Iran — alongside trade realignments, capital flow shifts, and global economic conflict are now shaping markets in real time.
SIC brings together the investors, economists, and strategists interpreting these developments as they unfold — and discussing how they are positioning capital accordingly.
Yes. SIC 2026 is 100% virtual. Which means no flights, no hotels, and no scheduling conflicts. You get the same institutional-grade access and insight from wherever you are, with the flexibility to watch live or on demand.