SIC2014
AltegrisMauldin

AGENDA


TUESDAY, MAY 13


2:00pm – 7:00pm REGISTRATION
5:00pm – 7:00pm WELCOME RECEPTION
Cocktails and Hors d'oeuvres

WEDNESDAY, MAY 14


6:45am – 7:50am REGISTRATION + BREAKFAST
  AM GENERAL SESSION
8:00am – 8:15am Introduction
8:15am - 9:10am David Rosenberg Chief Economist & Strategist, Gluskin Sheff
9:10am - 10:10am Richard Yamarone Senior Economist, Bloomberg Brief and
David Zervos Managing Director & Chief Market Strategist, Jefferies
10:10am – 10:30am BREAK
10:30am – 11:30pm Jeffrey Gundlach CEO & CIO, DoubleLine
11:30am – 12:30pm Grant Williams Editor & Chief Investment Strategist, Mauldin Economics and Jonathan Tepper Chief Editor, Variant Perception
12:30pm – 2:10pm LUNCH SESSION
Patrick Cox Editor, Mauldin Economics
  PM GENERAL SESSION
2:10pm – 3:10pm Kyle Bass Managing Partner, Hayman Capital Management, LP
3:10pm - 4:10pm Alternative Investment Manager Seminar
4:10pm – 4:20pm BREAK
4:20pm – 5:15pm A. Gary Shilling President, A. Gary Shilling & Co.
6:30pm – 10:00pm
7:00pm - 8:00pm
DINNER
Vice Admiral Robert S. Harward (Ret.)

THURSDAY, MAY 15


6:45am – 7:50am BREAKFAST
  AM GENERAL SESSION
8:00am – 9:00am Dylan Grice Portfolio Manager, Aeris Capital
9:00am - 10:00am John Mauldin Chairman, Mauldin Economics
10:00am – 10:20am BREAK
10:20am – 11:20pm Newt Gingrich Host of CNN's Crossfire; Former Speaker of the US House of Representatives
11:20am – 12:20pm Neil Howe Founding Partner & President, LifeCourse Associates
12:20pm – 2:00pm LUNCH SESSION
Paul McCulley Chairman, Society of Fellows of the Global Interdependence Center
  PM GENERAL SESSION
2:00pm – 3:00pm Lacy Hunt Executive Vice President, Hoisington Investment Management
3:00pm - 4:00pm George Gilder Editor in Chief, Gilder Technology Report and Stephen Moore Senior Economics Writer, The Wall Street Journal
4:00pm – 4:10pm BREAK
4:10pm – 5:10pm Expert Panel Lacy Hunt, Newt Gingrich, Dylan Grice, Paul McCulley
6:30pm – 10:00pm GALA DINNER  Pool Terrace

FRIDAY, MAY 16


7:00am - 8:00am BREAKFAST
  AM GENERAL SESSION
8:00am – 9:00am Ian Bremmer President, Eurasia Group
9:00am - 10:00am Anatole Kaletsky Economic Journalist, Founding Partner, GaveKal
10:00am – 10:20am BREAK
10:20am – 11:20am Niall Ferguson Professor, Harvard University
11:20am – 12:20pm Expert Panel Ian Bremmer, Niall Ferguson, Anatole Kaletsky, John Mauldin
12:20pm - 12:30pm CONFERENCE WRAP-UP