 |
 |
|
|
Monday, September 10
|
|
|
|
8.45-9.00
|
| Introduction |
| Martin
Barnes: BCA Conference Chair & Chief Economist |
|
|
|
| |
| 9.00-10.30 |
| Can The Euro Be Saved? |
| Bernard Connolly: CEO, Connolly Insight LP |
| Dhaval Joshi: BCA Chief European Strategist |
|
|
| |
| 10:30-11:00 |
Coffee Break |
11.00-12.30 |
| Will Central Banks Destroy Fiat Money? |
| Michael Dooley:
Partner, Cabezon Capital Management LLC and Professor of Economics, UCSC |
| Harvinder Kalirai:
BCA Chief Currency Strategist |
|
|
|
| |
| 12.30-2.00 |
Lunch
The U.S. Election: Implications For The Economy And Markets |
| Norman Ornstein: Resident Scholar, The American Enterprise Institute. |
|
|
| |
| 2.00-3.30 |
| The U.S. Fiscal End Game |
| David Stockman: former Budget Director under President Ronald Reagan |
| Martin Barnes: BCA Conference Chair & Chief Economist |
|
|
| |
| 3.30-5.00 |
| The China Debate: Hard Versus Soft Landing |
| Victor Z. Gao: Director, China National Association of International Studies, and former English interpreter for Deng Xiaoping |
|
|
|
| Tuesday, September 11 |
|
|
| 8.30-9.15
|
| Geopolitical Risks |
| Marko Papic: BCA Senior Geopolitical Strategist |
|
|
| |
|
9.15-10.45 |
| Global Strategy: Where To Invest |
| Hannes Kunz: President, Institute for Integrated Economic Research |
| Ian MacFarlane: BCA Chief Global Asset Allocation Strategist |
| Marc Faber: Editor and Publisher, The Gloom, Boom & Doom Report |
|
|
| |
| 10.45-11.15 |
Coffee Break |
| |
|
11.15-12.45 |
| Is The Banking Sector In Secular Decline? |
| Chris Whalen: Senior Managing Director, Tangent Capital |
| Frederick Cannon: Director of Research, Keefe, Bruyette & Woods |
|
|
| |
| 12.45-2.15 |
Lunch
Escaping The Balance Sheet Recession |
| Richard Koo: Chief Economist, Nomura Research Institute |
|
|
|
| 2.15-3.45 |
| Opposing Perspectives On Equities |
| Laszlo Birinyi: President and founder, Birinyi Associates |
| Richard Bernstein: CEO and founder, Richard Bernstein Advisors |
| David Rosenberg: Chief Economist, Gluskin Sheff |
|
|
|
| 3.45-5.00 |
| What Have We Learned From The Conference? |
|
| A Panel Discussion with BCA Strategists |
|
|
