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.
Fran Cashman
Chief Executive Officer, Asset Management Division, Euromoney Institutional InvestorRichard Clarida
Former Vice Chair of the Federal Reserve
Martin Barnes
Former Chief Economist, BCA Research
Jean Boivin
Head of Blackrock Investment Institute
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
Angela Stent
Expert on Russia and Russian Foreign Policy
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
Irene Tunkel
Chief Strategist, Equity Strategy, BCA Research
Sharon Hill
Head of Alpha Equity, Global & Income, Vanguard
Lee Menifee
Head of Americas Investment Research, PGIM Real Estate
Dr. Francis Fukuyama
American Political Scientist; Senior Fellow and Faculty Member of Stanford University; Author of "The End of History and the Last Man"
Justin Yifu Lin
Former Vice President & Chief Economist, World Bank
Eswar Prasad
Author of "The Future of Money", Senior Fellow, Brookings Institutions; Cornell Professor; former Head of IMF's China Division
Tariq Fancy
Former CIO of Sustainable Investing, BlackRock; CEO of Rumie
Lenka Martinek
Managing Partner, Sustainable Market Strategies and Nordis Capital
Marko Papic
Partner, Chief Strategist, Clocktower Group
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
Alessio de Longis
Head of Global Tactical Allocation, Senior Portfolio Manager, Invesco
Mathieu Savary
Chief Strategist, European Strategy,
BCA Research
Jonathan LaBerge
Chief Strategist, The Bank Credit
Analyst, BCA Research
Amy Raskin
CIO, Chevy Chase Trust
Nancy Davis
Managing Partner & CIO, Quadratic Capital Management LLC
Carsten Raaum
Associate Research Director, Global Research at CBRE
Ed Clissold
CFA, Chief US Strategist, Ned Davis Research
Jing Sima
Former Strategist, China Investment Strategy, BCA Research
Jordi Visser
President, CIO, Weiss
Matt Gertken
Chief Strategist, Geopolitical Strategy and US Political Strategy, BCA Research
Roukaya Ibrahim
Vice President, Daily Insights, BCA Research
Chester Ntonifor
Foreign Exchange Strategist, BCA Research
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,