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 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.
Contact firstname.lastname@example.org for group discounts.
We look forward to seeing you in NYC.
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
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
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)
Founder and Editor of Grant’s Interest Rate Observer
Historian & Professor, Yale University
Partner & Chief Strategist, Clocktower Group
Chief Investment Strategist, The Leuthold Group, LLC.
Managing Director, The The Knall/Cohen/Pence Group
Managing Partner, Goehring & Rozencwajg
Founder, Cogent Communications
Chief Investment Officer, Chevy Chase Trust
Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley
Chief Global Strategist
Executive Chairman & Editor-in-Chief
Chief U.S. Strategist & Director of Research
Chief Asset Allocation Strategist
Chief Emerging Markets & China Strategist
Chief Global Fixed Income & Currency Strategist
Chief U.S. Bond Strategist