BCA Research's Annual Investment Conference
We are delighted to announce that BCA Research’s 43rd Annual Conference will take place on September 7-8, 2022 at the Plaza Hotel in New York City. Join us in-person and take advantage of this unique opportunity to meet with BCA Research's Chief Strategists.
Under the theme “The New Paradigm for Macro and Markets,” the conference will give you direct access to leaders from the worlds of finance, economics and geopolitics, to address current and forward-looking questions facing the global investment industry. If you are attending in person, you will have ample opportunities to engage with our Chief Strategists, conference speakers and industry peers.
Location: | The Plaza Hotel, 768 5th Avenue, New York, NY 10019 |
When: | September 7-8, 2022 |
Format: | In-person conference with panels and workshops |
In-Person Pass (Available until August 8): | $2,999 |
In-Person Pass (Available August 9 - September 7): | $3,299 |
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.
![285f69d91b494fc7bbe302e3458544a6!_!498209e8b0734f648f035af80acf2cf7 285f69d91b494fc7bbe302e3458544a6!_!498209e8b0734f648f035af80acf2cf7](https://info.bcaresearch.com/hubfs/285f69d91b494fc7bbe302e3458544a6!_!498209e8b0734f648f035af80acf2cf7.webp)
Fran Cashman
Chief Executive Officer, Asset Management Division, Euromoney Institutional Investor![Untitled design (18)-1 Untitled design (18)-1](https://info.bcaresearch.com/hs-fs/hubfs/Untitled%20design%20(18)-1.png?width=200&height=200&name=Untitled%20design%20(18)-1.png)
Richard Clarida
Former Vice Chair of the Federal Reserve
![Untitled design (19) Untitled design (19)](https://info.bcaresearch.com/hubfs/Untitled%20design%20(19).png)
Martin Barnes
Former Chief Economist, BCA Research
![JBOIVIN JBOIVIN](https://info.bcaresearch.com/hubfs/JBOIVIN.jpg)
Jean Boivin
Head of Blackrock Investment Institute
![030753f2-1308-42ce-8c6e-0c3203485e78 030753f2-1308-42ce-8c6e-0c3203485e78](https://info.bcaresearch.com/hubfs/030753f2-1308-42ce-8c6e-0c3203485e78.webp)
Peter Berezin
Chief Strategist, Global Investment Strategy, BCA Research
![Untitled design (18)-2 Untitled design (18)-2](https://info.bcaresearch.com/hubfs/Untitled%20design%20(18)-2.png)
Arthur Budaghyan
Chief Strategist. Emerging Markets Strategy, BCA Research
![Untitled design (19)-1 Untitled design (19)-1](https://info.bcaresearch.com/hubfs/Untitled%20design%20(19)-1.png)
Dhaval Joshi
Chief Strategist, Counterpoint, BCA Research
![Untitled design (20) Untitled design (20)](https://info.bcaresearch.com/hubfs/Untitled%20design%20(20).png)
Ryan Swift
Strategist, US Bond Strategy, BCA Research
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research-2 Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research-2](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research-2.png)
Angela Stent
Expert on Russia and Russian Foreign Policy
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research.png)
Bob Ryan
Chief Strategist, Commodity & Energy Strategy, BCA Research
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (1) Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (1)](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(1).png)
Dr. Bassam Fattouh
Director, Oxford Institute for Energy Studies (OIES); Specialist Energy Commodities, Middle East and North Africa Energy
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research-1 Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research-1](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research-1.png)
Irene Tunkel
Chief Strategist, Equity Strategy, BCA Research
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (1)-1 Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (1)-1](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(1)-1.png)
Sharon Hill
Head of Alpha Equity, Global & Income, Vanguard
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (2) Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (2)](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(2).png)
Lee Menifee
Head of Americas Investment Research, PGIM Real Estate
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (3) Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (3)](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(3).png)
Dr. Francis Fukuyama
American Political Scientist; Senior Fellow and Faculty Member of Stanford University; Author of "The End of History and the Last Man"
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (4) Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (4)](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(4).png)
Justin Yifu Lin
Former Vice President & Chief Economist, World Bank
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (5) Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (5)](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(5).png)
Eswar Prasad
Author of "The Future of Money", Senior Fellow, Brookings Institutions; Cornell Professor; former Head of IMF's China Division
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (7) Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (7)](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(7).png)
Tariq Fancy
Former CIO of Sustainable Investing, BlackRock; CEO of Rumie
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (8) Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (8)](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(8).png)
Lenka Martinek
Managing Partner, Sustainable Market Strategies and Nordis Capital
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (1)-2 Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (1)-2](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(1)-2.png)
Marko Papic
Partner, Chief Strategist, Clocktower Group
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (9) Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (9)](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(9).png)
Kathy Jones
Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (12) Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (12)](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(12).png)
Martin Fridson
CIO, Lehmann, Livian Fridson Advisors LLC
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (13) Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (13)](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(13).png)
Rob Robis
Chief Strategist, Global Fixed Income, BCA Research
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (14) Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (14)](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(14).png)
Alessio de Longis
Head of Global Tactical Allocation, Senior Portfolio Manager, Invesco
![Profile Picture Conference (1) Profile Picture Conference (1)](https://info.bcaresearch.com/hubfs/Profile%20Picture%20Conference%20(1).png)
Mathieu Savary
Chief Strategist, European Strategy,
BCA Research
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (16) Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (16)](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(16).png)
Jonathan LaBerge
Chief Strategist, The Bank Credit
Analyst, BCA Research
![1-Jun-09-2022-07-35-03-85-PM 1-Jun-09-2022-07-35-03-85-PM](https://info.bcaresearch.com/hs-fs/hubfs/1-Jun-09-2022-07-35-03-85-PM.png?width=200&height=200&name=1-Jun-09-2022-07-35-03-85-PM.png)
Amy Raskin
CIO, Chevy Chase Trust
![2-Jun-09-2022-07-35-03-84-PM 2-Jun-09-2022-07-35-03-84-PM](https://info.bcaresearch.com/hubfs/2-Jun-09-2022-07-35-03-84-PM.png)
Nancy Davis
Managing Partner & CIO, Quadratic Capital Management LLC
![Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (2)-1 Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (2)-1](https://info.bcaresearch.com/hubfs/Bob%20Ryan%2c%20Chief%20Strategist%2c%20Commodity%20%26%20Energy%20Strategy%2c%20BCA%20Research%20(2)-1.png)
Carsten Raaum
Associate Research Director, Global Research at CBRE
![Ed_Clissold Ed_Clissold](https://info.bcaresearch.com/hubfs/Ed_Clissold.jpg)
Ed Clissold
CFA, Chief US Strategist, Ned Davis Research
![Jing_Sima Jing_Sima](https://info.bcaresearch.com/hubfs/Jing_Sima.jpg)
Jing Sima
Former Strategist, China Investment Strategy, BCA Research
![jordi-visser jordi-visser](https://info.bcaresearch.com/hubfs/jordi-visser.jpg)
Jordi Visser
President, CIO, Weiss
![Profile Picture Conference (1)-1 Profile Picture Conference (1)-1](https://info.bcaresearch.com/hubfs/Profile%20Picture%20Conference%20(1)-1.png)
Matt Gertken
Chief Strategist, Geopolitical Strategy and US Political Strategy, BCA Research
![roukaya_grey roukaya_grey](https://info.bcaresearch.com/hubfs/roukaya_grey.jpg)
Roukaya Ibrahim
Vice President, Daily Insights, BCA Research
![chester_grey340 chester_grey340](https://info.bcaresearch.com/hubfs/chester_grey340.jpg)
Chester Ntonifor
Foreign Exchange Strategist, BCA Research
![garry_grey340_2 garry_grey340_2](https://info.bcaresearch.com/hubfs/garry_grey340_2.jpg)
Garry Evans
Chief Strategist, Global Asset Allocation, BCA Research
BCA Annual Conference 2022: The New Paradigm For Macro and Markets
September 7th - Day 1
- 8:00 AM: Registration
- 8:30 AM: Opening Remarks
- Fran Cashman, Chief Executive Officer, Asset
Management Division, Euromoney Institutional
Investor
- Fran Cashman, Chief Executive Officer, Asset
- 8:45 AM: Is the Fed Behind the Curve?
- Richard Clarida, Former Vice Chair of the Federal Reserve
- 9:45 AM: Are We In A New Inflationary Era?
- Martin Barnes, Former Chief Economist, BCA Research
- Jean Boivin, Head of Blackrock Investment Institute
- 10:30 AM: Coffee Break
- 11:00 AM: BCA Strategists Panel: Our Best Investment Ideas
- Peter Berezin, Chief Strategist, Global Investment Strategy, BCA Research
- Arthur Budaghyan, Chief Strategist. Emerging Markets Strategy, BCA Research
- Dhaval Joshi, Chief Strategist, Counterpoint, BCA Research
- Ryan Swift, Strategist, US Bond Strategy, BCA Research
- 12:00 PM: Lunch Presentation: Implications of the Threat From Russia?
- Angela Stent, Author of "Putin's World," Senior Fellow on Post Soviet-Affairs, Brookings Institution
- Angela Stent, Author of "Putin's World," Senior Fellow on Post Soviet-Affairs, Brookings Institution
- 2:00 PM: Impact of the Energy Transition on Commodities and Markets
- Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research
- Dr. Bassam Fattouh, Director, Oxford Institute for Energy Studies (OIES); Specialist Energy Commodities, Middle East and North Africa Energy
- 3:00 PM: Real Estate: Will the Bubble Burst?
- Lee Menifee, Head of Americas Investment Research PGIM Real Estate
- Lee Menifee, Head of Americas Investment Research PGIM Real Estate
- 4:00 PM: Coffee Break
- 4:30 PM: Equity Markets: Will US Outperformance Continue?
- Irene Tunkel, Chief Strategist, Equity Strategist, BCA Research
- Sharon Hill, Head of Alpha Equity, Global & Income, Vanguard
- Ed Clissold, CFA, Chief US Strategist, Ned Davis Research
- 5:30 PM - 6:30 PM: Cocktails
- 6:30 PM: Dinner with Fireside Chat: Geopolitical and US Political Outlook
- 7:00 PM: Dinner Presentation: Geopolitical and US Political Outlook?
- Dr. Francis Fukuyama, American Political Scientist; Senior Fellow and Faculty Member of Stanford University; Author of "The End of History and the Last Man"
- Dr. Francis Fukuyama, American Political Scientist; Senior Fellow and Faculty Member of Stanford University; Author of "The End of History and the Last Man"
September 8th - Day 2
- 8:00 AM: Breakfast
- 9:00 AM: What is the future of China?
- Justin Yifu Lin, Former Vice President & Chief Economist, World Bank
- Arthur Budaghyan, Chief Strategist, Emerging Markets Strategy, BCA Research
- Jing Sima, Former Strategist, China Investment Strategy, BCA Research
- 9:45 AM: Crypto: The Future of Money
- Eswar Prasad, Author of "The Future of Money", Senior Fellow, Brookings Institutions; Cornell Professor; former Head of IMF's China Division
- Jordi Visser, President, CIO, Weiss
- 10:45 AM: Coffee Break
- 11:00 AM: ESG: Hype or Reality?
- Tariq Fancy, Former CIO of Sustainable Investing, BlackRock; CEO of Rumie
- Lenka Martinek, Managing Partner, Sustainable Market Strategies and Nordis Capital
- 12:00 PM: Lunch Presentation:
What is Wrong With the US Political System?
- Marko Papic, Partner, Chief Strategist, Clocktower Group
- 2:00 PM: Fixed Income: A Coming Secular Bear Market In Bonds?
- Kathy Jones, Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research
- Martin Fridson, CIO, Lehmann, Livian Fridson Advisors LLC
- Rob Robis, Chief Strategist, Global Fixed Income, BCA Research
- 2:45 PM: Investment: How To Allocate In A High-Risk World
- Amy Raskin, CIO, Chevy Chase Trust
- Nancy Davis, Managing Partner & CIO, Quadratic Capital Management LLC
- 3:30 - 4:00 PM: Conference Wrap-up: Key takeaways
- Mathieu Savary, Chief Strategist, European Strategy,
BCA Research - Peter Berezin, Chief Strategist, Global Investment Strategy, BCA Research
- Jonathan LaBerge, Chief Strategist, The Bank Credit
Analyst, BCA Research
- Mathieu Savary, Chief Strategist, European Strategy,