| Dear Friend, I hope you will decide to get your Virtual Pass in time to join me for the opening of the SIC. Here is a preview of coming attractions (times are all Central Time). | Monday / May 13 | | 5:00pm | Opening Remarks / John Mauldin & Olivier Garret | | 5:00pm – 5:25pm | John Mauldin, Mauldin Economics | | 5:25pm – 6:15pm | Liz Ann Sonders, Charles Schwab Co., Inc. |
| Tuesday May 14 | | MORNING GENERAL SESSIONS Dallas Ballroom | | 8:00am – 8:05am | Welcome Ed D’Agostino, COO // Shannon Staton, Conference Director | | 8:05am – 8:55am | David Rosenberg Gluskin Sheff | | 8:55am – 9:45am | Lakshman Achuthan ECRI // Peter Boockvar Bleakley Advisory Group | | 9:45am – 10:15am | 30 MINUTE BREAK Dallas Foyer & Terrace | | 10:20am – 11:00am | Jeffrey Sherman DoubleLine Capital | | 11:00am – 11:30am | Lacy Hunt Hoisington Investment Management | | 11:30am – 12:00pm | Lacy Hunt Hoisington Investment Management // William White C.D. Howe Institute | | 12:00pm – 1:10pm | LUNCH | | AFTERNOON GENERAL SESSIONS Dallas Ballroom | | 1:15pm – 1:55pm | Louis Gave Gavekal Research | | 1:55pm – 2:05pm | Leland Miller China Beige Book | | 2:05pm – 3:00pm | HOW MUCH OF A DANGER IS CHINA’S ECONOMY? Kyle Bass // Louis Gave // Simon Hunt // Felix Zulauf // Moderated by Leland Miller | | 3:00pm – 3:30pm | 30 MINUTE BREAK Dallas Foyer & Terrace | | 3:35pm – 3:45pm | Marin Katusa Katusa Research | | 3:45pm – 4:20pm | ENERGY: 5 BIG TRENDS FOR THE NEXT 5 YEARS: Spencer Abraham // Amir Adnani // Moderated by Marin Katusa | | 4:20pm – 5:05pm | THE FUTURE OF EUROPE: WILL THE EURO EXIST IN 2030? Louis Gave // George Friedman // Jim Mellon // Felix Zulauf // Moderated by Grant Williams |
| Wednesday / May 15 | | MORNING GENERAL SESSIONS Dallas Ballroom | | 8:00am – 8:50am | Grant Williams Things That Make You Go Hmmm… | | 8:50am – 9:25am | Felix Zulauf Zulauf Asset Management | | 9:25am – 10:00am | H. Woody Brock Strategic Economic Decisions | | 10:00am – 10:30am | 30 MINUTE BREAK Dallas Foyer & Terrace | | 10:35am – 11:15am | George Friedman Geopolitical Futures | | 11:15am – 12:05pm | US REAL ESTATE PANEL: Joe Anthony // John Burns // Barry Habib // Moderated by Ed D’Agostino | | 12:05pm – 1:15pm | LUNCH | | AFTERNOON GENERAL SESSIONS Dallas Ballroom | | 1:20pm – 2:10pm | THE US IN 2020: Neil Howe // George Friedman // Moderated by John Mauldin | | 2:10pm – 2:50pm | Jared Dillian Mauldin Economics | | 2:50pm – 3:30pm | EXPERT PANEL: Josh Ayers // David Rosenberg // Moderated by Stephen Cucchiaro | | 3:30pm – 4:00pm | 30 MINUTE BREAK Dallas Foyer & Terrace | | 4:05pm – 4:25pm | Jim Mellon Juvenescence | | 4:25pm – 5:05pm | INVESTING IN THE AGE REVERSAL REVOLUTION: Patrick Cox // Jim Mellon // Dr. Michael Roizen // Moderated by Mari Kooi |
| Thursday / May 16 | | MORNING GENERAL SESSIONS Dallas Ballroom | | 8:00am – 8:50am | Mark Yusko Morgan Creek Capital Management | | 8:50am – 9:20am | William White C.D. Howe Institute | | 9:20am – 10:10am | Carmen Reinhart Harvard University | | 10:10am – 10:40am | 30 MINUTE BREAK Dallas Foyer & Terrace | | 10:45am – 11:35am | Howard Marks Oaktree Capital | | 11:35am – 12:30pm | GENERATION-CHANGING GLOBAL DEBT: Howard Marks // John Mauldin // Carmen Reinhart // William White // Moderated by Cullum Clark | | 12:30pm | CONFERENCE CONCLUSION |
So much information packed into just four days. I suggest you try to catch a few of your favorite topics and/or speakers live... and enjoy the rest later on video/audio once we upload the recordings to the passholders-only website. So do yourself a favor and get your Virtual Pass now, at just $395... that’s a full 50% off the price you’ll pay after May 30. You’ll be glad you did. Your enjoying the full experience analyst, John Mauldin
Chairman, Mauldin Economics |
