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Monday, October 24
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7:45-8:45
8:45-9:00
9:00-10:45 |
| Registration and Continental Breakfast |
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| OPENING
REMARKS |
| Martin
Barnes, Chief Economist
and Conference Chairman, BCA Research |
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| CHALLENGES FACING POLICYMAKERS |
| Thomas Hoenig, Former President of the Federal Reserve Bank of Kansas City |
| David Blanchflower, Former member of the Bank of England Monetary Policy Committee and Professor of Economics, Dartmouth College |
| Moderated
by: Martin Barnes |
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| 10:45-11:15 |
Coffee
Break |
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| 11:15-12:15 |
| WHERE NEXT FOR U.S. REAL ESTATE? |
| Douglas Duncan, Chief Economist,
Fannie Mae |
| Moderated
by: Lee Menifee,
Managing Editor, Global Real Estate Strategy, BCA Research |
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12:15-2:15 |
| LUNCH PRESENTATION - U.S. Political Dysfunction And The 2012 Elections |
| Greg Valliere,
Chief Political Strategist, Potomac Research Group |
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| 2:15-3:30 |
| DEBT, DELEVERAGING AND THE FISCAL END GAME |
| Peter Fisher, Senior Managing Director and Head of Fixed Income, BlackRock Inc. |
| Moderated by: Martin Barnes. |
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| 3:30-5:00 |
| TECHNOLOGY: NEW INNOVATIONS AND INVESTMENT OPPORTUNITIES |
| Bill Raduchel , Technology Consultant, Angel Investor, former Chief Technology Officer, AOL Time Warner and former Chief Strategy Officer, Sun Microsystems
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| Sir Terry Matthews, Chairman, Wesley Clover |
| Moderated
by: Martin Barnes |
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| 5:00-6:30 |
Cocktail Reception |
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| Tuesday, October 25 |
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8:15-9:00
9:00-10:30 |
| Continental Breakfast |
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| GLOBAL OUTLOOK: OPPORTUNITIES AND RISKS |
| Raghuram Rajan, Economic Advisor to the Prime Minister of India, author and Professor of Finance, University of Chicago Booth School of Business |
| Moderated
by: Martin Barnes |
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| 10:30-11:00 |
Coffee Break |
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11:00-12:00 |
| PROSPECTS FOR EMERGING MARKETS |
| Arjun Divecha, Chairman and Head of Emerging Markets Strategy, GMO |
| Arthur Budaghyan, Managing Editor, Emerging Markets Strategy, BCA Research |
| Moderated
by: David Abramson,
Managing Editor, Commodity & Energy Strategy |
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| 12:00-2:00 |
| LUNCH PRESENTATION - Unravelling EMU |
| Derek Scott, Vice Chairman of Open Europe and former Economic Adviser to U.K. Prime Minister Tony Blair |
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| 2:00-3:00 |
| CORPORATE CREDIT: ARE INCREASED YIELDS WORTH THE RISK? |
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| Martin Fridson - Global Credit Strategist, BNP Paribas Investment Partners and widely-published author on investment |
| Moderated by: Mark McClellan, Managing Editor, U.S. Investment Strategy, BCA Research |
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| 3:00-4:30 |
| GLOBAL STRATEGY ISSUES |
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| Stephen Roach - Non-Executive Chairman, Morgan Stanley Asia and Senior Research Fellow, Jackson Institute for Global Affairs, Yale University |
| Daniel Arbess- Partner, Perella Weinberg Partners, Portfolio Manager PWP Xerion Strategy |
| Moderated by: Ian MacFarlane, Managing Editor, BCA Global Asset Allocation, BCA Research |
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| 4:30-5:15 |
BCA PANEL:
A DISCUSSION WITH BCA STRATEGISTS |
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