BCA Research Annual Investment Conference

We are delighted to announce that BCA Research’s 42nd Annual Global Investment Conference will take place as a virtual event on October 19-22, 2021.

This year’s theme – “Post Pandemic – Boom or Bust?” – will address the many challenging questions facing investors over the coming year. For example, will the past year’s extreme policy measures bring an end to low inflation era? How much upside is left in global equity markets? Will the economic outlook be shaped by secular stagnation or a new technology-led boom in growth? Is a new commodity supercycle underway? Are cryptocurrencies a fad or an important new asset? These and other key issues will be discussed by an impressive lineup of experts, with an ultimate focus on actionable investment ideas.

Our panels are guaranteed to provide valuable insights on the economic outlook and prospects for all the major asset classes: equities, fixed income, currencies, commodities and real estate. As always, there will be ample opportunities to engage with conference speakers and BCA strategists.

 

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

Register Now

Pricing

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

Agenda

Tuesday, October 19th

  • 9:00 AM - 10:00 AM EDT - Is Higher Inflation Inevitable?
    • Olivier Blanchard
      Economic Counsellor and Director, IMF - International Monetary Fund
    • Megan Green
      Global Chief Economist and Senior Fellow, Harvard Kennedy School
  • 10:15 AM - 11:15 AM EDT - The Economic and Social Legacies of Covid-19
    • Susan Lund
      Partner McKinsey
    • Nicholas Bloom
      Professor of Economics, Stanford University
  • 11:30 AM - 12:30 PM EDT - Discussion with BCA Strategist
    • Speaker TBD
  • 12:45 PM - 1:45 PM EDT - Report Card on the Biden Administration 
    • Speaker TBD
  • 2:00 PM - 3:00 PM EDT -Technology and Productivity: A Debate
    • Robert Gordon
      Professor of Economics, Northwestern University
    • Matt Ridley
      Journalist and Author

 

Wednesday, October 20th


  • 9:00 AM - 10:00 AM EDT - Equity Bubble or Sustainable Rally?
    • Ben Inker
      Head of Asset Allocation, GMO
    • Katie Stockton
      Founder and Managing Partner, Fairlead Strategies
  • 10:15 AM - 11:15 AM EDT -  A New Commodity Supercycle
    • Jeff Currie
      Global Head of Commodities Research, Global Investment Research 'GIR' Division - Goldman Sachs
    • Lavan Mahadeva
      Research Director, CRU
  • 11:30 AM - 12:30 PM EDT -  Discussion with BCA Strategist
    • Speaker TBD
  • 12:45 PM - 1:45 PM EDT - Climate Change and ESG Investing
    • Ellen-Hughes Cromwick
      SR. Resident Fellow for Climate and Energy Program, Third Way
  • 2:00 PM - 3:00 PM EDT -The Outlook for Cryptocurrencies
    • Noriel Roubini
      Professor of Economics, NYU Stern School of Business
    • Dhaval Joshi
      Chief Strategist, Counterpoint, BCA Research

 

Thursday, October 21th

 

  • 9:00 AM - 10:00 AM EDT - The Outlook for China
    • Charlene Chu
      China Macro Financial Senior Analyst, Autonomous Research
    • Jing Sima
      Chief China Investment Strategist, BCA Research
  • 10:15 AM - 11:15 AM EDT - Emerging Markets Risks and Opportunities
    • Tani Reif
      Investment and Global Macro Emerging Markets Manager, Alphadyne Asset Management
    • Teresa Barger
      Co-Founder and CEO, Cartica
    • Arthur Budaghyan
      Chief Emerging Markets Strategist, BCA Research
  • 11:30 AM - 12:30 PM EDT - Discussion with BCA Strategist
    • Speaker TBD
  • 12:45 PM - 1:45 PM EDT - Geopolitical Threat to Markets
    • Speaker TBD
  • 2:00 PM - 3:00 PM EDT - Challenges to US Dollar Supremacy
    • Barry Eichengreen
      Professor of Economics and Political Science, University of California
    • Chester Ntonifor
      Foreign Exchange Strategist, BCA Research

 

Friday, October 22nd

 

  • 9:00 AM - 10:00 AM EDT - Can Europe Escape Secular Stagnation?
    • Martin Sandbu
      Economics Editor, Financial Times
    • Janet Henry
      Global Chief Economist, HABC
  • 10:15 AM - 11:15 AM EDT - Outlook for Real Estate
    • Richard Barkham
      Global Chief Economics, CBRE
  • 11:30 AM EDT - 12:30 PM EDT - Asset Allocation Strategies
    • Kate Moore
      Managing Director and Chief Equity Strategist, BlackRock
    • Peter Brooke
      Head of Macro Solutions, Old Mutual Investment Group
  • 12:45 PM - 1:45 PM EDT - Conference Wrap-Up