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MONDAY October 25
(All main sessions will be held
in the Grand Ballroom)
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| 7:45-8:45 |
Registration (Grand Ballroom)
& Continental Breakfast
(Centennial Foyer) |
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| 8:45-9:00 |
| INTRODUCTION
OPENING REMARKS |
Martin
Barnes - Conference
Chair & Managing Editor,
The Bank Credit Analyst |
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| 9:00-9:30 |
| BCA
PERSPECTIVES ON THE ECONOMIC
AND FINANCIAL OUTLOOK:
A DISCUSSION WITH BCA
STRATEGISTS |
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| 9:30-11:00 |
| DEBATING
THE MACRO OUTLOOK |
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| David
Rosenberg - Chief
Economist and Strategist,
Gluskin, Sheff + Associates
Inc. |
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Brian
Belski -Chief Investment
Strategist, Oppenheimer
Asset Management, Inc. |
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| 11:00-11:30 |
Coffee Break (Centennial Foyer) |
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| 11:30-12:45 |
LOSING
FAITH IN FIAT MONEY?
IMPLICATIONS FOR CURRENCIES
AND COMMODITIES |
| Michael
Dooley -Partner, Cabezon
Capital Management LLP
and Professor of Economics,
UCSC |
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| Andy
Smith -Senior Metals
Strategist, Bache Commodities |
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| Harvinder
Kalirai -Managing
Editor, BCA Foreign
Exchange Strategy |
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| 12:45-2:30 |
Lunch
Presentation (Terrace
Room)
A
Controversial View On
Global Warming: It's Good
For You!
William Happer
- Professor of Physics,
Princeton University |
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| 2:30-4:00 |
| THE
OUTLOOK FOR EMERGING MARKETS |
| Antoine
van Agtmael - Chairman
and CIO, Emerging Markets
Management |
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| Arthur
Budaghyan -Managing
Editor, BCA Emerging
Markets Strategy |
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| Yan
Wang -Managing Editor,
BCA China Investment Strategy |
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| 4:00-5:00 |
| DISCUSSION
PANEL: KEY ISSUES IN THE
OUTLOOK |
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Barry Ritholtz
- CEO, Director of Equity
Research, Fusion IQ,
author of "Bailout
Nation" and founder
of “The Big Picture”
blog |
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John Mauldin -
President , Millenium
Wave Investments,
and author of "Thoughts
From The Frontline"
e-letter |
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| 5:00-7:00 |
Cocktail Reception (Terrace
Room) |
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TUESDAY
October 26
(All main sessions will be held in
the Grand Ballroom) |
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| 7:45-8:45 |
Continental Breakfast (Centennial
Foyer) |
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| 8:45-9:15 |
LESSONS
FROM THE CONFERENCE: PART
ONE
A DISCUSSION WITH BCA
STRATEGISTS |
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| 9:15-10:45 |
| WHAT
CAN POLICYMAKERS DO? |
| Speaker
to be confirmed |
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| Ian
MacFarlance - Managing
Editor, BCA European
Investment Strategy |
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| 10:45-11:15 |
Coffee Break (Centennial Foyer) |
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| 11:15-12:30 |
| TALK TITLE TO BE CONFIRMED |
| H.
"Woody" Brock
- President, Strategic
Economic Decisions Inc. |
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| 12:30-2:15 |
Lunch
Presentation (TerraceRoom)
Talk
Title to be confirmed
Barton Biggs -
Managing Partner, Traxis
Partners |
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| 2:15-3:45 |
GLOBAL
INVESTMENT STRATEGY:
RISKS AND OPPORTUNITIES |
| Felix
Zulauf - President
& Founder, Zulauf
Asset Management AG |
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| Jeffrey
Applegate - CIO, Morgan
Stanley Smith Barney |
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| Chen
Zhao - Managing Editor,
BCA Global Investment
Strategy |
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