BCA Research Annual Investment Conference

After registering for the conference platform, please use this link to access all conference sessions and information.

We are excited to host our 41st Annual BCA Research Investment Conference virtually on October 6th, 8th, 13th, and 15th, 2020. Although we are adjusting our format to meet the needs to today’s complex environment you can rest assured that the quality of content that you have come to know from the BCA Research Investment Conference has not changed. We will be bringing together the same robust line up of speakers and agenda topics that will provide you the insights to shape your investment conviction.

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"Focused, topical, strong content delivered by expert speakers." - Conference Attendee

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Pricing

  • $1,795 USD (ask about our special discounts for clients and past attendees!)

Speakers

Agenda

Tuesday, October 6th

  • 10:30 AM - 11:45 AM EDT - The Global Macro Outlook: Prospects For Recovery And The Implications Of Extreme Policy Actions
    • A discussion with Larry Summers, Charles W. Eliot University Professor, Harvard University, Moderator: Martin Barnes
  • 12:00 PM - 1:00 PM EDT - Debating The US Economic And Market Outlook
    • David Rosenberg, Founder and President of Rosenberg Research & Associates versus Edward Yardeni, President and Chief Strategist of Yardeni Research, Moderator: Martin Barnes
  • 1:15 PM - 1:45 PM EDT - Chatroom
    • Peter Berezin, Martin Barnes
  • 2:00 PM - 3:00 PM EDT - Fixed Income Markets: What Should Investors Do?
    • Beth Ann Bovino, U.S. Chief Economist at S&P Global Ratings Services
    • Jim Bianco, President and Macro Strategist, Bianco Research, LLC.
    • Moderator: Ryan Swift
  • 3:00 PM - 3:30 PM EDT - Chatroom
    • Ryan Swift, Rob Robis

 

Thursday, October 8th


  • 8:30 AM - 9:30 AM EDT - Where Next For China?
    • Michael Pettis, Professor of Finance, Guanghua School of Management, Peking University, Beijing
    • Jing Sima, China Strategist, BCA Research
    • Moderator: Dhaval Joshi
  • 9:45 AM - 10:45 AM EDT - Emerging Markets: Risks And Opportunities
    • Robin Brooks, Chief Economist, Institute of International Finance
    • Arthur Budaghyan, Chief Emerging Markets Strategist, BCA Research
    • Moderator: Dhaval Joshi
  • 11:00 AM - 12:00 PM EDT -  Currencies: Is A US Dollar Decline Invevitable?
    • Marc Chandler, Chief Market Strategist, Bannockburn Global Forex
    • Stephen Roach, Senior Fellow, Yale University, Jackson Institute for Global Affairs
    • Moderator: Peter Berezin
  • 1:00 PM - 2:00 PM EDT - Resource Prices: Will Gold Continue To Soar And Will Oil Prices Revive?
    • Ross Norman, Chief Executive Officer, Metals Daily
    • Robert Ryan, Chief Commodity & Energy Strategist, BCA Research
    • Moderator: Peter Berezin
  • 2:15 PM - 2:45 PM EDT - Chatroom
    • Robert Ryan, Chester Ntonifor

 

Tuesday, October 13th

 

  • 9:00 AM - 10:00 AM EDT - A Fraught Geopolitical World: A Discussion
    • Niall Ferguson, Senior Fellow, Hoover Institution, Stanford University
    • Moderator: Matt Gertken
  • 10:15 AM - 11:15 AM EDT - The US Election: Predictions And Consequences
    • Greg Valliere, Chief US Political Strategist, AGF Investments
    • Moderator: Matt Gertken
  • 11:30 AM - 12:30 PM EDT - Monetary And Fiscal Policy At Extremes: How Will It All Play Out?
    • Maya MacGuineas, President, Committee for a Responsible Federal Budget
    • Claudio Borio, Head of Monetary and Economic Department, Bank for International Settlement, Basel, Switzerland
    • Moderator: David Wessel, Director, the Hutchins Center on Fiscal and Monetary Policy, Brookings Institution
  • 1:00 PM - 2:00 PM EDT - The COVID-19 Pandemic: A Short- Or Long-Term Problem?
    • Lawrence Gostin, Faculty Director, O’Neil Institute for National and Global Health Law, Georgetown University
    • Moderator: Martin Barnes

 

Thursday, October 15th

 

  • 8:30 AM - 9:30 AM EDT - Prospects For Europe
    • Martin Sandbu, European Economics Commentator, Financial Times
    • Athanasios Orphanides, Professor of the Practice of Global Economics and Management at the MIT Sloan School of Management
    • Moderator: Mathieu Savary
  • 9:45 AM - 10:45 AM EDT - The US Equity Market: Sustained Bull Market Or Looming Crash?
    • Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
    • Ned Davis, Founder and Senior Investment Strategist, Ned Davis Research
    • Moderator: Garry Evans
  • 11:00 AM EDT - 12:00 PM EDT - Asset Allocation: Where Should You Invest?
    • Abby Joseph Cohen, Economist and Financial Analyst, Goldman Sachs & Co.
    • Chris Brightman, Chief Investment Officer, Research Affiliates
    • Lisa Emsbo-Mattingly, Director of Research, Global Asset Allocation, Fidelity Investments
    • Moderator: Garry Evans
  • 1:00 PM - 2:00 PM EDT - Chatroom
    • Peter Berezin, Garry Evans, Matt Gertken, Mathieu Savary and Anastasios Avgeriou