Alpine Marco 2021 Conference Banner

IN PERSON TICKETS ARE 50% SOLD OUT!

CONVENE, 237 Park Ave,
New York, NY, 10017

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 sales@alpinemacro.com 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

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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)

Convene
237 Park Avenue,
New York, NY 10017

 

Monday, 4 October 2021

8:00am to 4:30pm

IN PERSON
USD $1,495

VIRTUAL LIVE WEBINAR
USD $995

*Register today as seating is limited

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.

Confirmed List of Guest Speakers

JAMES GRANT

Founder and Editor of Grant’s Interest Rate Observer

James Grant, financial journalist and historian, is the founder and editor of Grant’s Interest Rate Observer, a twice-monthly journal of the investment markets. His book, The Forgotten Depression, 1921: The Crash that Cured Itself, a history of America’s last governmentally unmedicated business-cycle downturn, won the 2015 Hayek Prize of the Manhattan Institute for Policy Research. Bagehot: The Life and Times of the Greatest Victorian, a biography of the muse of modern central banking, was published in 2019.

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Among his other books on finance and financial history are Bernard M. Baruch: The Adventures of a Wall Street Legend (Simon & Schuster, 1983), Money of the Mind (Farrar, Straus & Giroux, 1992), Minding Mr. Market (Farrar, Straus, 1993), The Trouble with Prosperity (Times Books, 1996), and Mr. Market Miscalculates (Axios Press, 2008).

He is, in addition, the author of a pair of political biographies: John Adams: Party of One, a life of the second president of the United States (Farrar, Straus, 2005) and Mr. Speaker! The Life and Times of Thomas B. Reed, the Man Who Broke the Filibuster (Simon & Schuster, 2011).

Mr. Grant’s television appearances include “60 Minutes,” “The Charlie Rose Show,” “CBS Evening News,” and a 10-year stint on “Wall Street Week”. His journalism has appeared in a variety of periodicals, including The Wall Street Journal, Financial Times, Foreign Affairs and The Claremont Review of Books. He contributed an essay to the Sixth Edition of Graham and Dodd’s Security Analysis (McGraw-Hill, 2009).

PAUL KENNEDY

Historian & Professor, Yale University

Paul Kennedy, Dilworth Professor of History at Yale. In addition to teaching, Paul is an international commentator and reviewer on historical and current affairs and lectures at military academies, businessmen groups and conferences. Paul is very well known for his writing on issues of Great Power rivalry, including its relevance in today’s struggle between China and the USA.

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He is Professor of Yale’s course “Military History of the West since 1500”, as well as numerous seminars on Great Power politics. He has published or edited 19 books on the history of British foreign policy and Great Power struggles. His best-known work, The Rise and Fall of the Great Powers, has been translated into over twenty languages. Prof. Kennedy’s book, Engineers of Victory, a history through the eyes of problem-solvers during the Second World War, was published in 2013. He has just finished writing Victory at Sea – a book about seapower and global transformations during World War Two, which will be published in 2022 by Yale University Press.

Prof. Kennedy is founding Director of Yale International Security Studies, Distinguished Fellow of the Brady-Johnson Program in Grand Strategy, Fellow of the Royal Historical Society, the American Philosophical Society, and the American Academy of Arts and Sciences. He was made Commander of the Order of the British Empire in 2000 for services to History.

MARKO PAPIC

Partner & Chief Strategist, Clocktower Group

Marko Papic is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. He leads the firm’s Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets.

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Prior to joining the firm, Marko founded BCA Research’s Geopolitical Strategy practice (GPS) in 2012, the financial industry’s first dedicated political analysis investment strategy. The GPS service generated geopolitical alpha by identifying gaps between the market’s political expectations and the firm’s forecasts. Marko was a Senior Vice President and the firm’s Chief Geopolitical Strategist.

Marko began his career as a Senior Analyst at Stratfor, a global intelligence agency where he contributed to the firm’s global geopolitical strategy as well as its analyst recruitment and training program. In his academic work, he helped create the Center for European Union Studies at the University of Texas at Austin. Marko holds an MA in Political Science from the University of Texas at Austin and an MA from the University of British Columbia.

He is the author of Geopolitical Alpha: An Investment Framework for Predicting the Future, a book that introduces his constraints-based framework to investors.

JAMES PAULSEN

Chief Investment Strategist, The Leuthold Group, LLC.

James Paulsen is Chief Investment Strategist of The Leuthold Group, LLC. He is a member of the investment committee, authors market and economic commentary, and works with the Leuthold investment team in serving institutional, financial advisor, and investment professional clients. He will continue writing his long-running newsletter which will be published and distributed alongside our premier monthly research product, Perception for the Professional.

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Paulsen has been an investment industry professional since 1983, most recently as Chief Investment Strategist at Wells Capital Management where he worked for 20 years. Prior to that, Jim was the senior managing director and Chief Investment Strategist for Investors Management Group in Des Moines, Iowa. He also served as president of SCI Capital Management in Cedar Rapids, Iowa. For more than 30 years, Jim has published commentary assessing economic and market trends. He is nationally recognized for his views on the economy, frequently appears on CNBC and Bloomberg TV, and is invited to speaking engagements across the country. He has been named a top economic forecaster by Business Week, and Money Magazine called his newsletter one of “101 Things Every Investor Should Know.”  Jim earned a Bachelor degree and Doctoral degree in Economics from Iowa State University.

THOMAS J. PENCE

Managing Director, The The Knall/Cohen/Pence Group

Thomas Pence joined The Knall/Cohen/Pence Group of Stifel in October 2016. He works with the partners, consulting with clients with a focus on portfolio management. Prior to joining Stifel, Tom was the founder, team leader, and senior portfolio manager of a 20-person Fundamental Growth Equity team at Wells Fargo Asset Management. In addition to leading the team’s research effort, Tom had oversight and portfolio management responsibility for $18 billion in institutional growth accounts and retail mutual funds. Products managed by Tom included growth funds focused on large, mid-sized, and small-capitalization growth companies in the U.S. and also a global fund focused on growth companies in all major markets worldwide.

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Prior to joining Wells in 2005, Tom led an equity growth team at Strong Capital Management in Milwaukee, Wisconsin, where he also managed four growth mutual funds and related separate accounts for institutions. Prior to joining Strong in 2000, Tom was the chief investment officer for Conseco Capital Management, where he managed the firm’s first internally managed equity product and grew that business to over $1 billion. He helped oversee the launch of the firm’s first equity mutual funds, which he also managed.

In his 25-year investment career, Tom has often spoken about growth opportunities and the equity markets in general in major industry forums and in the popular press. He presently serves on the Investment Committee for the Indianapolis Museum of Art (now Newfields). Tom is a past chairman of the Investment Committee for Brebeuf Jesuit Preparatory School and also served as a director of the Indianapolis Society of Financial Analysts. Tom holds a bachelor’s degree in business from Indiana University and an MBA in finance from the University of Notre Dame.

ADAM A. ROZENCWAJG

Managing Partner, Goehring & Rozencwajg

Adam A. Rozencwajg has 15 years of investment experience. Between 2007 and 2015, Mr. Rozencwajg worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring. Prior to joining Chilton Investment Company, Mr. Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. Mr. Rozencwajg holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University. Mr. Rozencwajg is a CFA charter-holder.

DAVE SCHAEFFER

Founder, Cogent Communications

Dave Schaeffer founded Cogent Communications in August 1999.  Prior to founding Cogent Communications, Dave was the founder of Pathnet. He also developed a regional paging carrier and numerous SMR systems throughout the United States. He has founded and operated a total of seven successful businesses, including the second-largest delivery and ground transportation enterprise in the United States and a property and casualty underwriter. Mr. Schaeffer has also developed 46 commercial real estate properties in the Washington D.C. metro area. He holds a B.S. in Physics from the University of Maryland, where he was also a Ph.D. candidate in Economics.

AMY P. RASKIN

Chief Investment Officer, Chevy Chase Trust

As Chief Investment Officer, Amy Raskin is responsible for leading the development and oversight of Chevy Chase Trust’s investment strategies, process and execution.

As Senior Vice President at AllianceBernstein in New York, Amy served as Director of Thematic Research, head of U.S. & Global Growth Equity Research and Chief Investment Officer of AllianceBernstein Venture Capital Fund. Amy also led AllianceBernstein’s Research on Strategic Change group. Research insights from this group were presented annually at the AllianceBernstein high net worth client conference. The group also published in depth research papers on a wide-range of investment related topics such as climate change, China, molecular medicine, hybrid autos and broadband, among others.

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Amy joined AllianceBernstein in 2000 as an equity analyst and spent 13 years there focused on deep research and thematic investing. Earlier, she worked as an investment banker at Lehman Brothers and as a research analyst at Donaldson, Lufkin & Jenrette.

Amy graduated from the University of Pennsylvania’s School of Engineering and Applied Science with a major in Engineering and a minor in Management from the Wharton School. She continues to be very active in the Penn Alumni Association and is a member of The Council of Penn Women (TCPW).

MICHAEL WILSON

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

Michael Wilson is the Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. As CIO and Chair of the Global Investment Committee, Mike is responsible for all investment and asset-allocation advice provided to the firm’s $2.4 trillion in retail-client assets. Over the past 30 years, Mike has held various roles with increasing responsibilities, mostly within Institutional Securities.

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He started his career in 1989 in investment banking, before transitioning to the Institutional Equities Division in 1995, where Mike created and managed the sector specialist team while serving as a Technology sector specialist himself. In 2009, he became Head of Content Distribution for North American Institutional Equities and then CIO for Morgan Stanley Wealth Management in 2012.

He was made Chief U.S. Equity Strategist in Research and CIO for Institutional Securities in February 2017. He is on the operating committees of the firm’s Wealth Management and Institutional Securities divisions. Mike holds a BBA from the University of Michigan and an MBA from the Kellogg Graduate School of Management at Northwestern University.

Alpine Macro Strategists
CHEN ZHAO

CHEN ZHAO

Chief Global Strategist

J. ANTHONY BOECKH

J. ANTHONY BOECKH

Executive Chairman and Editor-In-Chief

HARVINDER KALIRAI

HARVINDER KALIRAI

Chief Fixed Income & Currency Strategist

DAVID ABRAMSON

DAVID ABRAMSON

Chief U.S. Strategist & Director of Research

YAN WANG

YAN WANG

Chief EM & China Strategist

MARK MCCLELLAN

MARK MCCLELLAN

Chief U.S. Bond Strategist

CAROLINE MILLER

CAROLINE MILLER

Chief Asset Allocation Strategist

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