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

 

Download Our Conference Agenda

Register And Pay

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.


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Fran Cashman

Chief Executive Officer, Asset Management Division, Euromoney Institutional Investor
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Richard Clarida

Former Vice Chair of the Federal Reserve

 

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Martin Barnes

Former Chief Economist, BCA Research

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Jean Boivin

Head of Blackrock Investment Institute

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Peter Berezin

Chief Strategist, Global Investment Strategy, BCA Research

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Arthur Budaghyan

Chief Strategist. Emerging Markets Strategy, BCA Research

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Dhaval Joshi

Chief Strategist, Counterpoint, BCA Research

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Ryan Swift

Strategist, US Bond Strategy, BCA Research

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research-2

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

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (1)

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

Irene Tunkel

Chief Strategist, Equity Strategy, BCA Research

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (1)-1

Sharon Hill

Head of Alpha Equity, Global & Income, Vanguard

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (2)

Lee Menifee

Head of Americas Investment Research, PGIM Real Estate

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (3)

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)

Justin Yifu Lin

Former Vice President & Chief Economist, World Bank

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (5)

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 (6)

Alex Mashinsky

CEO of Celsius Network

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (7)

Tariq Fancy

Former CIO of Sustainable Investing, BlackRock; CEO of Rumie

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (8)

Lenka Martinek

Managing Partner, Sustainable Market Strategies and Nordis Capital

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (1)-2

Marko Papic

Partner, Chief Strategist, Clocktower Group

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (9)

Kathy Jones

Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (12)

Martin Fridson

CIO, Lehmann, Livian Fridson Advisors LLC

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (13)

Rob Robis

Chief Strategist, Global Fixed Income, BCA Research

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (14)

Alessio de Longis

Head of Global Tactical Allocation, Senior Portfolio Manager, Invesco

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (15)

Mathieu Savary

Chief Strategist, European Strategy,
BCA Research

Bob Ryan, Chief Strategist, Commodity & Energy Strategy, BCA Research (16)

Jonathan LaBerge

Chief Strategist, The Bank Credit
Analyst, BCA Research

1-Jun-09-2022-07-35-03-85-PM

Amy Raskin

CIO, Chevy Chase Trust

2-Jun-09-2022-07-35-03-84-PM

Nancy Davis

Managing Partner & CIO, Quadratic Capital Management LLC

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
  • 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

  • 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

  • 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
  • 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"

September 8th - Day 2

  • 8:30 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

  • 9:30 AM: Crypto: The Future of Money
    • Edward Prasad, Author of "The Future of Money", Senior Fellow, Brookings Institutions; Cornell Professor; former Head of IMF's China Division
    • Alex Mashinsky, CEO of Celsius Network
  • 10:00 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