Investment Survival In The Next 10-Year Cycle: Megatrends, Risks And Opportunities

Getting the 10-year cycle right is crucial for investment returns and there are many emerging forces and new mega trends in the post pandemic world. Identifying, interpreting and understanding these important new forces will be more critical than ever for investment survival.

Our 2021 New York Conference will address many of these important topics, including:

  • Technology, The 4th Industrial Revolution, And The Future Of Growth Stocks
  • The Post Pandemic/Mania World And Its Future Evolution
  • MMT And The Consequences Of The New Monetary And Fiscal Reality
  • Will World Interest Rates Ever Rise Above Zero?
  • Will The Next Decade Be Inflationary Like The 1970s Or Deflationary Like Japan In The 1990s?

Our strategists, along with a wide range of outside experts will share their thoughts on these issues and asset allocation strategy.

For our list of confirmed speakers, see below.

Please register by filling out the form below.

CFA Institute members that attend the Alpine Macro Investment Conference can claim CE credits for the event.

Please self-document your continuing professional development activities using the online CE tracker.

Contact for group discounts.

We look forward to seeing you in NYC.

2021 New York Conference Program

Opening Remarks (8:30-8:45)
TONY BOECKH, Editor-in-Chief, Alpine Macro

Bull-Bear Debate (8:45-9:45)
MICHAEL WILSON, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley
JAMES PAULSEN, Chief Investment Strategist, The Leuthold Group, LLC

Break (09:45-10:00)

The Fourth Technology Revolution: How to Capitalize On It? (10:00-11:00)
DAVE SCHAEFFER, Founder, Cogent Communications
THOMAS J. PENCE, Managing Director, The Knall/Cohen/Pence Group

China-US Rivalry and Lessons from History (11:00-12:00)
PAUL KENNEDY, Historian & Professor, Yale University
CHEN ZHAO, Alpine Macro, Chief Global Strategist
DAVID ABRAMSON, Chief U.S. Strategist & Director of Research (Moderator)

Luncheon Speaker: Paradigm Shift and China-US Rivalry (12:00-13.30)
MARKO PAPIC, Partner & Chief Strategist, Clocktower Group

Fed Policy: Zero Forever or Inflation Disaster? (13.30-14.10)
JAMES GRANT, Founder and Editor of Grant’s Interest Rate Observer

Green Energy and Fossil Fuel: What’s Next? (14:10-14.50)
ADAM A. ROZENCWAJG, Managing Partner, Goehring & Rozencwajg

Break (14:50-15:00)

Alpine Macro Strategist Panel  (15:00-16:00)
AMY P. RASKIN, Chief Investment Officer, Chevy Chase Trust (Moderator)

Chen Zhao (Chief Global Strategist),
David Abramson (Chief U.S. Strategist & Director of Research),
Yan Wang (Chief Emerging Markets & China Strategist),
Harvinder Kalirai (Chief Fixed Income & Currency Strategist),
Mark McClellan (Chief U.S. Bond Strategist)

Cocktail Reception (16:00 – 17:00)

237 Park Ave, New York, NY 10017 Monday.
Monday, 04 October 2021
8:00am to 4:30pm
USD $1,495 (In-Person*)
USD $995 (Virtual Price)
A Video Playback Will Be Available For All Attendees Up To 5 Business Days Post-Event
COVID-19 Safety Measure
As of October 2021, Convene, which is our 2021 NYC Conference venue, will require proof of full vaccine status for all employees, clients, members and guests. Therefore it is mandatory that all attendees of our 2021 Investment Conference will need to present their vaccine records before entering the site and it has been at least 14 days since your last shot.
James Grant

Founder and Editor of Grant’s Interest Rate Observer

Paul Kennedy

Historian & Professor, Yale University

Marko Papic

Partner & Chief Strategist, Clocktower Group

James Paulsen

Chief Investment Strategist, The Leuthold Group, LLC.

Thomas Pence

Managing Director, The The Knall/Cohen/Pence Group

Adam A. Rozencwajg

Managing Partner, Goehring & Rozencwajg

Dave Schaeffer

Founder, Cogent Communications

Amy P. Raskin

Chief Investment Officer, Chevy Chase Trust

Michael Wilson

Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley

Chen Zhao
Chen Zhao

Chief Global Strategist

J. Anthony Boeckh
J. Anthony Boeckh

Executive Chairman & Editor-in-Chief

David Abramson
David Abramson

Chief U.S. Strategist & Director of Research

Caroline Miller
Caroline Miller

Chief Asset Allocation Strategist

Yan Wang
Yan Wang

Chief Emerging Markets & China Strategist

Harvinder Kalirai
Harvinder Kalirai

Chief Global Fixed Income & Currency Strategist

Mark McClellan
Mark McClellan

Chief U.S. Bond Strategist


Alpine Macro research is available to qualified investment professionals on a complimentary evaluation basis. If you’d like to request trial access, please complete the form below.