BCA Research's Annual Investment Conference 

We are delighted to announce that BCA Research’s 42nd Annual Global Investment Conference will take place as a virtual event on October 19-22, 2021.

This year’s theme – “Post Pandemic: Boom or Bust?” – will address the many challenging questions facing investors over the coming year. For example, will the past year’s extreme policy measures bring an end to low inflation era? How much upside is left
in global equity markets? Will the economic outlook be shaped by secular stagnation or a new technology-led boom in growth? Is a new commodity supercycle underway? Are cryptocurrencies a fad or an important new asset? These and other key issues will be discussed by an impressive lineup of experts, with an ultimate focus on actionable investment ideas.

Our panels are guaranteed to provide valuable insights on the economic outlook and prospects for all the major asset classes: equities, fixed income, currencies, commodities and real estate. As always, there will be ample opportunities to engage with conference speakers and BCA strategists.

 

Conference Agenda

Tuesday, October 19th Replays

Wednesday, October 20th 

Thursday, October 21st 

Friday, October 22nd 

AB-Stoddard-Headshot 1-1

A.B. Stoddard

A.B. Stoddard is an associate editor and columnist with political news site and polling data aggregator RealClearPolitics, and a contributor and guest host for SiriusXM’s POTUS Channel. She appears regularly on Fox News Channel, Fox Business Network, CNN, and MSNBC for her expertise as a political commentator.

Anu Madgavkar 12

Anu Madgavkar

Anu Madgavkar is a partner at the McKinsey Global Institute (MGI), the global business and economics research arm of McKinsey & Company. Over her two decades at McKinsey, Anu has built deep insights on global labor markets, growth and inequality, and the economic impact of digital technologies.

Barry Eichengreen

Barry Eichengreen

Barry Eichengreen is the George C. Pardee and Helen N. Pardee Professor of Economics and Professor of Political Science at the University of California, Berkeley, where he has taught since 1987. He is a Research Associate of the National Bureau of Economic Research (Cambridge, Massachusetts) and Research Fellow of the Centre for Economic Policy Research.

Ben Inker

Ben Inker

Ben Inker is head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. He joined GMO in 1992 following the completion of his B.A. in Economics from Yale University.  In his years at GMO, Mr. Inker has served as an analyst for the Quantitative Equity and Asset Allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as co-head of International Quantitative Equities, and as CIO of Quantitative Developed Equities.

Charlene Chu headshot

Charlene Chu

Charlene Chu opened Autonomous Research’s office in Hong Kong in 2014, where she leads a team analyzing developments in China’s financial sector and macroeconomy. She is considered one of the leading experts on shadow finance in China. Prior to joining Autonomous, Charlene worked for 8 years as a Senior Director in the Financial Institutions Group at Fitch Ratings in Beijing.

Berson_Headshot

David W. Berson

David W. Berson, Nationwide Chief Economist, leads a team delivering economic forecasts and analyses that are used to strengthen the company’s business strategies and operating plans. David earned a doctorate in economics and a master's degree in public policy from the University of Michigan and a bachelor's degree in history and economics from Williams College.

Screen Shot 2021-10-18 at 10.32.59 AM

Elizabeth Economy

Elizabeth Economy is a senior fellow at the Hoover Institution at Stanford University and a senior fellow for China studies at the Council on Foreign Relations. Her forthcoming book, "The World According to China" (Polity Press, 2021), explores China’s foreign policy ambitions and their impact on the international system.

Ellen Hughes-Cromwicks photo

Ellen Hughes-Cromwick

Ellen Hughes-Cromwick joined Third Way’s Climate and Energy program to help move the national debate forward as US transportation transitions to clean energy. Prior to coming to Third Way, Ellen has worked across the global landscape in the private sector and in public service. 

Janet Henry photo

Janet Henry

Janet Henry was appointed as HSBC’s Global Chief Economist in August 2015. She was previously HSBC’s Chief European Economist and is a member of Handelsblatt’s Shadow ECB Council. Much of her research has focused on globalization  including the global determinants of local inflation and the political and economic challenges of the post global financial crisis era, notably labor market disruption and other structural drivers of low inflation.

Jeffrey Currie

Jeff Currie

Jeff Currie is global head of Commodities JResearch in Global Investment Research (GIR). He is responsible for conducting research on commodity market dynamics in the context of corporate risk management programs, short and long- term commodity investment strategies and asset allocation.

Screen Shot 2021-10-18 at 10.41.15 AM

Julia Morello

Julia Morello is an Executive Director and Head of Americas Core ESG & Climate Research at MSCI. She leads the Americas ESG Ratings team, with responsibility for content strategy and research quality.

Kate Moores photo

Kate Moore

Kate Moore, Managing Director, is a member of the Global Allocation investment team and Head of Thematic Strategy. Her investment mandate includes identifying opportunities to exploit structural change, policy evolution, and dislocations across global industries. She is a member of the Human Capital Committee.

Katie Stockton

Katie Stockton

Katie Stockton CMT,  is Founder and Managing Partner of Fairlead Strategies, LLC. Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as Chief Technical Strategist for BTIG for four years, and prior to that Chief Market Technician at MKM Partners for nine years. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview.

lavan-mahadeva

Lavan Mahadeva

Lavan Mahadeva is CRU's Research Director and in this role is responsible for CRU's models and methodologies. He has 20 years of experience as an applied economist, with first-hand experience of a very wide range of applied economic techniques. Lavan joined CRU in March 2014 from the Oxford Institute for Energy Studies where he was a Senior Research Fellow on oil, macroeconomics, and finance.

Martin Sandbu

Martin Sandbu

Dr. Martin Sandbu is the European Economics Commentator at the Financial Times.  He is the author of the FT’s weekly newsletter  ‘Free Lunch’, an email briefing on the main economic issues of the day, available as part of their Premium service.  He also writes on aspects of the global economic policy debate. Prior to this role, he was the FT’s Economics Leader Writer (2009-13).

Megan-Greene,-Harvard-Kennedy-School

Megan Greene

Megan Greene is a Global Economist and Senior Fellow at Harvard Kennedy School, where she is teaching and writing a book on how the new economy is driving wealth and income inequality. She is also the Dame DeAnne Julius Senior Academy Fellow in International Economics at Chatham House in London.

NickBloom

Nicholas Bloom

Nicholas Bloom is the William Eberle Professor of Economics at Stanford University, a Senior Fellow of SIEPR, and the Co-Director of the Productivity, Innovation and Entrepreneurship program at the National Bureau of Economic Research. His research focuses on working from home, management practices and uncertainty. He previously worked at the UK Treasury and McKinsey & Company.

NRoubini-highres_cPeterLueDers-1

Nouriel Roubini

Dr. Nouriel Roubini has extensive policy experience as well as broad academic credentials. He was Co-Founder and Chairman of Roubini Global Economics from 2005 to 2016 – a firm whose website was named one of the best economics web resources by BusinessWeek, Forbes, the Wall Street Journal and the Economist.

olivier-blanchard_0-1

Olivier Blanchard

Olivier Blanchard has spent most of his professional life in Cambridge, U.S. After obtaining his Ph.D. in economics at the Massachusetts Institute of Technology in 1977, he taught at Harvard University, returning to MIT in 1982. He was chair of the economics department from 1998 to 2003. In 2008, he took a leave of absence to be the Economic Counselor and Director of the Research Department of the International Monetary Fund.

BARKHAM_richard-2

Richard Barkham

Professor Richard Barkham PhD MRICS CRE is one of the world’s leading real estate economists. He joined CBRE in 2014 as Executive Director and Global Chief Economist. He is based in Boston and, as CBRE’s Global Head of Research, leads a team of 700 researchers worldwide, whilst travelling and speaking extensively on key real estate trends. He is Chairman of CBRE Econometric Advisers a specialist real estate forecasting unit.

Robert Gordon

Robert Gordon

Robert Gordon is a macroeconomist with a particular interest in unemployment, inflation, and both the long-run and cyclical aspects of labor productivity. He is the author of a textbook in intermediate macroeconomics, now in its 12th edition, and has completed a new book, The Rise and Fall of American Growth, published by the Princeton University Press in January 2016. He is a Fellow of the Econometric Society and the American Academy of Arts and Sciences. 

Kaplan-1

Robert Kaplan

Robert D. Kaplan is the bestselling author of nineteen books on foreign affairs and travel translated into many languages, including The Good American, The Revenge of Geography, Asia’s Cauldron, Monsoon, The Coming Anarchy, and Balkan Ghosts. He holds the Robert Strausz-Hupé Chair in Geopolitics at the Foreign Policy Research Institute. For three decades he reported on foreign affairs for The Atlantic. He was a member of the Pentagon’s Defense Policy Board and the U. S. Navy's Executive Panel. Foreign Policy magazine twice named him one of the world’s “Top 100 Global Thinkers.”

Tania Reif

Tania Reif

Tania Reif is Founder and CIO of Senda Crypto and Digital Assets. She has over 12 years of experience as a Macro and Emerging Markets investment manager at Alphadyne Asset Management, Citadel, Laurion Capital and Soros Fund Management. Preceding her hedge-fund years Tania worked at Citigroup’s Economics and Market Analysis team and began her career at the International Monetary Fund.

Cartica Teresa-Barger headshot w screen

Teresa Barger

Teresa Barger is a Co-Founder and CEO of Cartica Management LLC. Cartica is an Emerging Markets investment firm specializing in engagement and ESG improvement. Barger co-founded Cartica in 2008 with colleagues from the IFC and another partner experienced in corporate engagement investing.

MicrosoftTeams-image (3)

Matt Ridley

Matt Ridley's books have sold over a million copies, been translated into 31 languages and won several awards. His books include The Red Queen, Genome, The Rational Optimist and The Evolution of Everything. His book on “How Innovation Works” will be published in 2020.

Peter Brooke-1

Peter Brooke

Peter Brook is Head of Macro Solutions at Old Mutual Investment Group.