SIC2014
AltegrisMauldin

AGENDA


TUESDAY, MAY 13


12:00pm – 7:00pm CONFERENCE REGISTRATION  Seaport Foyer
5:00pm – 7:00pm WELCOME RECEPTION  Seaport Foyer + Terrace
Cocktails and light hors d'oeuvres

WEDNESDAY, MAY 14


6:45am – 7:50am CONFERENCE REGISTRATION + BREAKFAST  Seaport Foyer
  AM GENERAL SESSION  Seaport Ballroom
8:00am – 8:10am Introduction Jon Sundt and John Mauldin
8:10am - 9:10am David Rosenberg Chief Economist & Strategist, Gluskin Sheff
9:10am - 10:10am Richard Yamarone Senior Economist, Bloomberg Economics +
David Zervos Chief Market Strategist, Jefferies LLC
10:10am – 10:30am 20-MINUTE BREAK  Seaport Foyer + Terrace
10:30am – 11:30pm Jeffrey Gundlach CEO & CIO, DoubleLine
11:30am – 12:30pm Grant Williams Editor and Chief Investment Strategist, Mauldin Economics + Jonathan Tepper Chief Editor, Variant Perception
12:30pm – 2:10pm LUNCH SESSION  Grand Hall // Lobby Level
Patrick Cox Editor, Transformational Technology Alert, Mauldin Economics  (1:00pm)
  PM GENERAL SESSION  Seaport Ballroom
2:10pm – 3:10pm Kyle Bass Managing Partner, Hayman Capital Management, LP
3:10pm - 4:10pm Alternative Investment Manager Seminar
4:10pm – 4:20pm 10-MINUTE BREAK  Seaport Foyer + Terrace
4:20pm – 5:15pm Gary Shilling President, A. Gary Shilling & Co., Inc.
6:30pm – 10:00pm
DINNER  Grand Hall // Lobby Level
Vice Admiral Robert S. Harward US Navy (Retired) (7:00pm)

THURSDAY, MAY 15


6:45am – 7:50am BREAKFAST  Seaport Foyer
  AM GENERAL SESSION  Seaport Ballroom
8:00am – 9:00am Dylan Grice Portfolio Manager, Aeris Capital
9:00am - 10:00am John Mauldin Chairman, Mauldin Economics
10:00am – 10:20am 20-MINUTE BREAK  Seaport Foyer + Terrace
10:20am – 11:20pm The Honorable Newt Gingrich Host of CNN's Crossfire and Former Speaker of the US House of Representatives
11:20am – 12:20pm Neil Howe President, Saeculum Research
12:20pm – 2:00pm LUNCH SESSION  Grand Hall // Lobby Level
Paul McCulley Chairman, Society of Fellows of the Global Interdependence Center (1:00pm)
  PM GENERAL SESSION  Seaport Ballroom
2:00pm – 3:00pm Lacy Hunt Executive Vice President, Hoisington Investment Management
3:00pm - 4:00pm George Gilder Editor in Chief, Gilder Technology Report +
Stephen Moore Chief Economist, The Heritage Foundation
4:00pm – 4:10pm 10-MINUTE BREAK  Seaport Foyer + Terrace
4:10pm – 5:10pm Expert Panel The Honorable Newt Gingrich, Dylan Grice, Lacy Hunt, Paul McCulley, Moderator: John Mauldin
6:30pm – 10:00pm GALA DINNER  Pool Terrace // Fourth Level

FRIDAY, MAY 16


6:45am - 7:50am BREAKFAST  Seaport Foyer
  AM GENERAL SESSION  Seaport Ballroom
8:00am – 9:00am Ian Bremmer President, Eurasia Group
9:00am - 10:00am Anatole Kaletsky Economic Journalist and Founding Partner, GaveKal
10:00am – 10:20am 20-MINUTE BREAK  Seaport Foyer + Terrace
10:20am – 11:20am Niall Ferguson Professor, Harvard University
11:20am – 12:20pm Expert Panel Ian Bremmer, Niall Ferguson, Anatole Kaletsky, John Mauldin, Moderator: Jon Sundt
12:20pm - 12:40pm CONFERENCE WRAP-UP  Jon Sundt and John Mauldin


Speakers and times subject to change.

CFP© Continuing Education (CE) credits available. Please sign-up at the SIC Concierge Desk.