|
|
|
|
|
|
 |
|
|
 |
|
|
|
MONDAY October 25
|
|
| 8:45-9:00 |
| INTRODUCTION
OPENING REMARKS |
Martin
Barnes - Conference Chair
& Managing Editor,
The Bank Credit Analyst |
|
|
| |
| 9:00-10:30 |
| DEBATING THE MACRO OUTLOOK |
|
| David
Rosenberg, Chief Economist,
Gluskin, Sheff and Associates |
|
Brian Belski, Chief Investment Strategist, Oppenheimer & Co. Inc. |
|
|
| |
|
|
| |
| 11:00-12:15 |
| NORMALIZING
POLICY: IS A MARKET RIOT
INEVITABLE? |
| Michael
Dooley, Professor of Economics,
UCLA |
|
| Andy
Smith, Senior Metals Strategist,
Bache Commodities Group |
|
| Harvinder
Kalirai, Managing Editor,
BCA Foreign Exchange
Strategy |
|
|
| |
| 12:15-2:00 |
Luncheon
A Controversial View On Global Warming: It's Good For You!
William Happer, Professor of Physics, Princeton University |
|
|
| |
| 2:00-3:30 |
| THE
OUTLOOK FOR EMERGING MARKETS |
| Antoine
van Agtmael, Chairman
and CIO, Emerging Markets
Management |
|
| Arthur
Budaghyan, Managing Editor,
BCA Emerging Markets
Strategy |
|
| Yan
Wang, Managing Editor,
BCA China Investment Strategy |
|
|
| |
| 3:30-5:00 |
| DISCUSSION
PANEL: KEY ISSUES IN THE
OUTLOOK |
| Barry
Ritholz, CEO, Fusion IQ,
and author of The Big
Picture financial
blog |
|
John Mauldin, President
, Millenium Wave Advisors,
and author of
Thoughts From The Frontline
weekly newsletter
|
|
|
| |
| 5:00-7:00 |
Cocktail Reception |
|
|
| TUESDAY October 26 |
|
| 9:00-10:30 |
| WHAT
CAN POLICYMAKERS DO? |
| Speaker
to be confirmed |
|
| Ian
MacFarlance, Managing
Editor, BCA European
Investment Strategy |
|
|
| |
|
|
| |
| 11:00-12:15 |
| Talk
Title to be confirmed |
| Woody
Brock, President, Strategic
Economic Decisions |
|
|
| |
| 12:15-2:00 |
Luncheon
Talk Title to be confirmed
Barton Biggs, Managing
Partner, Traxis Partners |
|
|
|
| 2:00-3:30 |
| GLOBAL
INVESTMENT STRATEGY: RISKS
AND OPPORTUNITIES |
| Felix
Zulauf, Founder, Zulauf
Asset Management AG |
|
| Jeffrey
Applegate, CIO, Morgan
Stanley Smith Barney |
|
| Chen
Zhao, Managing Editor,
BCA Global Investment
Strategy |
|
|
|
|
| 3:30-5:00 |
|
CLOSING PANEL WITH BCA STRATEGISTS
|
|
|
|
|
|
