NEW YORK, GRAND HYATT | September 25-26

Shifting Regimes And Turbulent Markets

This year's BCA Investment Conference, 'Shifting Regimes and Turbulent Markets', brings together leading names from the worlds of finance, economics and geopolitics to address the biggest questions facing the global investment industry. Join us to hear the insights, ideas and recommendations on how the changing world will impact investment returns. We look forward to seeing you in New York.

2

Days

24

Speakers

15

Talks

400

Attendees

2017 Speakers

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Agenda

Monday September 25

8:30 - 8:40 AM  Welcome And Introduction

Conference Chair - Martin Barnes: Senior Vice President & Economic Advisor, BCA Research

8:40 - 10:10 AM  Key Macro Themes

Christof Rühl: Global Head of Research, the Abu Dhabi Investment Authority
Vincent Reinhart: Chief Economist, Standish Mellon Asset Management Company
Moderated by Martin Barnes: Senior Vice President & Economic Advisor, BCA Research

10:10 - 10:45 AM  BCA's Top Investment Ideas For The Coming Year

BCA Strategists

10:45 - 11:15 AM  Coffee Break

30 minute break and refreshments

11:15 - 12:45 PM  Assessing The Trump Administration's First 250 days

Corey Lewandowski: Co-Founder, Avenue Strategies and former Campaign Manager for Donald Trump
Stephanie Cutter: Political Strategist and CNN Political Commentator
Moderated by Marko Papic: Senior Vice President, Geopolitical Strategy, BCA Research

12:45 - 2:30 PM  Lunch and Keynote Presentation

Sir Ivan Rogers (KCMG): Former U.K. Permanent Representative to the EU

2:30 - 4:00 PM  The Investment Implications Of New Technological Innovations

Dario Gil: VP Science and Solutions, IBM Research
Neil Jacobstein: Chair, Artificial Intelligence and Robotics, Singularity University

4:00 - 5:15 PM  The Outlook for China

David Daokui Li: Professor of Economics, Tsinghua University
Arthur Budaghyan: Senior Vice President, Emerging Markets Strategy, BCA Research

Yan Wang: Senior Vice President, China Investment Strategy, BCA Research

Moderated by, Martin Barnes: Senior Vice President & Economic Advisor, BCA Research

5:15 - 6:15 PM  Cocktail Reception

Cocktails and networking opportunity

6:30 - 9:00 PM  Dinner and Keynote Presentation

Niall Ferguson: Senior Fellow, Hoover Institution, Stanford University and Center for European Studies, Harvard University
Tuesday September 26

8:00 - 8:45 AM  The Global Implications Of MiFID II

Neil Scarth: Principal, Frost Consulting
Robert Alster: Head of Research, Close Brothers Asset Management

Moderated by Brijesh Malkan: Consultant/Regulatory Specialist, BCA Research

8:45 - 9:45 AM  The Geopolitical Outlook

Gideon Rachman: Chief Foreign Affairs Commentator, Financial Times
James Lindsay: Senior VP, Director of Studies, Maurice R. Greenberg chair at the Council on Foreign Relations
Moderated by Marko Papic: Senior VP, Geopolitical Strategy, BCA Research

9:45 - 11:15 AM  Brexit And The Outlook For Europe

Charles Grant: Director of the Centre for European Reform
Jürgen Stark: Economic Consultant and Professor, University of Tübingen
Moderated by Dhaval Joshi: Senior VP, European Investment Strategy, BCA Research

11:15 - 11:45 AM  Coffee Break

30 minute break and refreshments

11:45 - 12:45 PM  The Outlook For Fixed Income And Currencies

Marc Chandler: Chief Currency Strategist, Brown Brothers Harriman
Gibson Smith: Former CIO Fixed Income, Janus Capital
Moderated by Ryan Swift: VP, U.S. Bond Strategy, BCA Research

12:45 - 2:30 PM  Lunch and Keynote Presentation

Daniel Kahneman: Senior Scholar, Princeton University and Woodrow Wilson School of Public and International Affairs

2:30 - 3:30 PM  Hedge Fund Perspectives

Steven Drobny: Founder and Chief Executive Officer Drobny Capital
Maria Vassalou: Partner & Portfolio Manager, PWP Global Macro
Moderated by Garry Evans: Senior VP, Global Asset Allocation, BCA Research

3:30 - 4:30 PM  The Outlook For Emerging Markets

Oliver Fratzscher: Founder and CEO, EM Leaders LLC
Teresa Barger: Co-Founder and Chief Executive Officer, Cartica

4:30 - 5:00 PM  BCA Closing Panel

BCA Strategists
Moderated by Martin Barnes: Senior Vice President & Economic Advisor, BCA Research

Venue

NEW YORK, GRAND HYATT

109 East 42nd Street at Grand Central Terminal
New York, USA, 10017

MORE ABOUT THE VENUE

"Very informative, smart and interesting speakers, you pick up a lot of great ideas."

– 2016 conference attendee

"I've been several times and I would come again."

– 2016 conference attendee

"Was it worth coming? Certainly, yes it was"

– 2016 conference attendee

"Best speakers of any investment conference out there, and it's always been that way."

– 2016 conference attendee
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Registration Pricing

$4,950 USD

BCA Research Clients/ CFA Institute Members

New York, September 25-26

Access to all Conference Sessions

Lunch, Dinner and Refreshments

Cocktail Reception

REGISTER NOW

$5,950 USD

Non-BCA Research Clients

New York, September 25-26

Access to all Conference Sessions

Lunch, Dinner and Refreshments

Cocktail Reception

REGISTER NOW

CFA Institute Continuing Education Credits for Members Worldwide

This program qualifies for 13 CE credit hours under the guidelines of the CFA Institute Continuing Education Program. If you are a CFA Institute member, CE credit for your participation will be automatically recorded in your CE tracking tool.

Simply provide your CFA Institute Member ID number after you receive an email from BCA confirming your registration. Following your attendance at the conference, this information will be sent to the CFA Institute so that they can record the CE credits.

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Grand Hyatt New York, 109 East 42nd Street
New York, New York
10017 United States