EARLY-BIRD PRICING USD $1,995
Tipping Point
In Financial Markets:
A Melt-up or Meltdown?
Alpine Macro’s one-day investment conference will delve into the big issues of the day that will drive the major trends in inflation, interest rates, stock prices, currencies, and commodities.
Critical to financial market outlook is central bank policy, fiscal profligacy, the rise of artificial intelligence, geopolitics, and the U.S. Presidential election.
We are assembling experts on these issues to discuss and debate with Alpine strategists on the likely course of events and where the surprises and opportunities lie for investors.
Convene:
237 Park Avenue, New York, NY 10017
Monday, September 16, 2024
Time: 8:00AM to 4:30PM
EARLY BIRD PRICING - USD $1,995
Limited Seating Available
Confirmed speakers so far include:
Gina Martin Adams
Bloomberg Intelligence
Global Director of Portfolio Strategy
Chief Equity Strategist
Gina Martin Adams
Bloomberg Intelligence
Global Director of Portfolio Strategy
Chief Equity Strategist
Gina Martin Adams
Bloomberg Intelligence
Global Director of Portfolio Strategy
Chief Equity Strategist
Gina Martin Adams, CFA, CMT, is the Global Head of Portfolio Strategy and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI <GO>.
Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She frequently presents her views at industry conferences, professional associations and investment organizations, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors’ All-America Research survey.
Prior to joining Bloomberg, she was the head of U.S. Equity Strategy for Wells Fargo Securities, where she provided analysis and investment allocation recommendations for Wells Fargo Securities’ institutional clients. Previously, she was an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.
Mrs. Adams has a Bachelor’s of Science degree in Business Administration with concentrations in Finance and Marketing from the University of Florida. She holds the Chartered Financial Analyst and Chartered Market Technician designations, is a member of the CFA Institute and CFA Society of New York, and is on the Board of Directors for the CMT Association. She is also a member of the Financial Women’s Association and 100 Women in Finance. She serves on the Business Advisory Council for the Warrington College of Business at the University of Florida and a member of the Advisory Board for Emory University’s Master of Analytical Finance Program.
Otavio (“Tavi”) Costa
Partner/Macro Strategist at Crescat Capital
Otavio (“Tavi”) Costa
Partner/Macro Strategist at Crescat Capital
Tavi is a Member and Macro Strategist at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat’s macro models as part of our thematic investment process. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, Reuters, Yahoo Finance, Real Vision, and others. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.
Michael Dooley
Professor Emeritus at University of California, Santa Cruz and Chief TESTEconomist at Figure Technologies
Michael Dooley
Professor Emeritus at University of California, Santa Cruz and Chief Economist at Figure Technologies
Michael Dooley
Professor Emeritus at University of California, Santa Cruz and Chief Economist at Figure Technologies
Mike Dooley is Professor Emeritus at University of California, Santa Cruz and Chief Economist at Figure Technologies. He previously held senior positions at the Federal Reserve Board’s International Division, where he was privy to high-level U.S. monetary policy discussions in the 1970s and 1980s, the Research Department of the International Monetary Fund and Deutsche Bank. Mike has long been known to the principals of Alpine Macro.
Gina Martin Adams
Bloomberg Intelligence
Global Director of Portfolio Strategy
Chief Equity Strategist
Gina Martin Adams
Bloomberg Intelligence
Global Director of Portfolio Strategy
Chief Equity Strategist
Gina Martin Adams, CFA, CMT, is the Global Head of Portfolio Strategy and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI <GO>.
Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She frequently presents her views at industry conferences, professional associations and investment organizations, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors’ All-America Research survey.
Prior to joining Bloomberg, she was the head of U.S. Equity Strategy for Wells Fargo Securities, where she provided analysis and investment allocation recommendations for Wells Fargo Securities’ institutional clients. Previously, she was an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.
Mrs. Adams has a Bachelor’s of Science degree in Business Administration with concentrations in Finance and Marketing from the University of Florida. She holds the Chartered Financial Analyst and Chartered Market Technician designations, is a member of the CFA Institute and CFA Society of New York, and is on the Board of Directors for the CMT Association. She is also a member of the Financial Women’s Association and 100 Women in Finance. She serves on the Business Advisory Council for the Warrington College of Business at the University of Florida and a member of the Advisory Board for Emory University’s Master of Analytical Finance Program.
Otavio (“Tavi”) Costa
Partner/Macro Strategist at Crescat Capital
Tavi is a Member and Macro Strategist at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat’s macro models as part of our thematic investment process. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, Reuters, Yahoo Finance, Real Vision, and others. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.
Michael Dooley
Professor Emeritus at University of California, Santa Cruz and Chief Economist at Figure Technologies
Michael Dooley
Professor Emeritus at University of California, Santa Cruz and Chief Economist at Figure Technologies
Mike Dooley is Professor Emeritus at University of California, Santa Cruz and Chief Economist at Figure Technologies. He previously held senior positions at the Federal Reserve Board’s International Division, where he was privy to high-level U.S. monetary policy discussions in the 1970s and 1980s, the Research Department of the International Monetary Fund and Deutsche Bank. Mike has long been known to the principals of Alpine Macro.
Jim Paulsen PhD
Author of the Paulsen Perspectives research newsletter on Substack
Jim Paulsen
Author of the Paulsen Perspectives research newsletter on Substack
Jim is the Author of the Paulsen Perspectives research newsletter on Substack. It can be accessed @ paulsenperspectives.substack.com.
He is the former Chief Investment Strategist of The Leuthold Group, where he was a member of the investment committee, authored market and economic commentary, and worked with the Leuthold investment team serving institutional, financial advisor, and investment professional clients. He also wrote his long-running newsletter which was published and distributed to both money management and research clients.
Paulsen has been an investment industry professional since 1983. Before the Leuthold Group, he was Chief Investment Strategist at Wells Fargo’s institutional investment management arm, Wells Capital Management where he worked for 20 years.
Prior to that, Jim was the Senior Managing Director and Chief Investment Strategist for Investors Management Group in Des Moines, Iowa. He also served as President of SCI Capital Management in Cedar Rapids, Iowa.
For more than 30 years, Jim has published his commentary assessing economic and market trends. He is nationally recognized for his views on the economy, frequently appeared on CNBC and Bloomberg TV, and invited to speaking engagements across the country.
He has been named a top economic forecaster by Business Week, and Money Magazine called his newsletter one of “101 Things Every Investor Should Know.”
Jim earned a Bachelor degree and a Doctoral degree in Economics from Iowa State University.
Lenka Martinek
Managing Partner,
Sustainable Market Strategies
Nordis Capital
Lenka Martinek
Managing Partner,
Sustainable Market Strategies
Nordis Capital
Lenka is an investment strategist with over 20 years of professional experience in research and capital markets.
She worked for 15 years as a strategist for BCA Research, the leading provider of independent global macro investment research. In her last position at BCA, she was Chief Strategist, U.S. Asset Allocation. She then worked as a global macro portfolio manager in the CIO office at PSP Investments, one of Canada’s largest pension funds.
Lenka joined Sustainable Market Strategies and Nordis Capital, with the conviction that capital markets will play an integral role in transitioning to a more sustainable world. She heads the research efforts of both firms and is a member of the investment committee for Nordis Capital.
She is an experienced and charismatic speaker and is featured regularly on BNN Bloomberg. She is currently a board member of Ecohabitation, and independent organization that facilitates sustainable building projects in Quebec’s residential sector. She holds a bachelor’s degree in economics from the University of Western Ontario as well as masters’ degree in management and sustainable development from HEC Montréal.
Ruchir Sharma
Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout Capital
Ruchir Sharma
Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout Capital, an investment firm focused on emerging markets
Ruchir Sharma is Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout Capital, an investment firm focused on emerging markets.
He moved to Rockefeller in 2022 after a 25 year career at Morgan Stanley Investment Management, where he was Head of Emerging Markets and Chief Global Strategist.
Sharma has been a writer for longer than he has been an investor. At age 17 he started writing for India’s largest economic daily, The Economic Times. His commentary has since appeared in The Wall Street Journal, The Financial Times, The Washington Post, Foreign Affairs, Foreign Policy, Bloomberg and The Guardian, among others. He was a contributing opinion writer at the New York Times from 2016 to 2021 and is currently a contributing editor and columnist at the Financial Times.
Based in New York and Miami, he travels frequently to different countries, meeting with leading politicians, CEOs, and other local characters, who populate his writing.
Sharma is the author of four books. His most recent, The 10 Rules of Successful Nations, was published by Norton in 2020. It is an updated and abridged adaptation of The Rise and Fall of Nations: Forces of Change in the Post-Crisis World, which was released in 2016 and became a New York Times best seller. In 2012, his first book, Breakout Nations: In Pursuit of the Next Economic Miracles, debuted as the number one bestseller in India, and earned Sharma the Tata Literature Live! First Book Award for 2012. Breakout Nations also made the Wall Street Journal hardcover business bestseller list, and was chosen by Foreign Policy as one of its “21 Books to Read in 2012”.
The World Economic Forum cited Sharma as one of its “Top Young Leaders” in 2007. In 2012, Foreign Policy magazine cited Sharma as one of its top global thinkers and the following year, India’s premier weekly magazine Outlook named him as one of The World’s 25 Smartest Indians. Bloomberg ranked Ruchir among the world’s 50 Most Influential people in 2015. The following year, GQ India named Sharma the Global Indian of the Year and Barron’s put him on its cover as “Wall Street’s New Global Thinker.”
Sharma is passionate about politics and has covered every national election in India, and many major state contests, going back to 1998. He led the first trip with three journalist friends, and the pack has since grown to 20 regulars and a few guest travelers. They typically travel a 1,000 miles over a week, and have interviewed everyone from local voters to national leaders, including Narendra Modi and the Gandhis. These travels are captured in his 2019 book, Democracy on the Road: a 25-year Journey Through India.
Sharma’s other interests include athletics and he continues to train for the 100 and 200 meters sprints. No matter where he is in the world, or how hectic his schedule, he tries not to miss a single day of training. In 2011, he represented India in the World Masters Athletic championship in Sacramento. Sharma also has a keen interest in wildlife and cinema and attends international film festivals when he can find a moment away from investing, writing and running.
Jim Paulsen
Author of the Paulsen Perspectives research newsletter on Substack
Jim is the Author of the Paulsen Perspectives research newsletter on Substack. It can be accessed @ paulsenperspectives.substack.com.
He is the former Chief Investment Strategist of The Leuthold Group, where he was a member of the investment committee, authored market and economic commentary, and worked with the Leuthold investment team serving institutional, financial advisor, and investment professional clients. He also wrote his long-running newsletter which was published and distributed to both money management and research clients.
Paulsen has been an investment industry professional since 1983. Before the Leuthold Group, he was Chief Investment Strategist at Wells Fargo’s institutional investment management arm, Wells Capital Management where he worked for 20 years.
Prior to that, Jim was the Senior Managing Director and Chief Investment Strategist for Investors Management Group in Des Moines, Iowa. He also served as President of SCI Capital Management in Cedar Rapids, Iowa.
For more than 30 years, Jim has published his commentary assessing economic and market trends. He is nationally recognized for his views on the economy, frequently appeared on CNBC and Bloomberg TV, and invited to speaking engagements across the country.
He has been named a top economic forecaster by Business Week, and Money Magazine called his newsletter one of “101 Things Every Investor Should Know.”
Jim earned a Bachelor degree and a Doctoral degree in Economics from Iowa State University.
Lenka Martinek
Managing Partner,
Sustainable Market Strategies
Nordis Capital
Lenka is an investment strategist with over 20 years of professional experience in research and capital markets.
She worked for 15 years as a strategist for BCA Research, the leading provider of independent global macro investment research. In her last position at BCA, she was Chief Strategist, U.S. Asset Allocation. She then worked as a global macro portfolio manager in the CIO office at PSP Investments, one of Canada’s largest pension funds.
Lenka joined Sustainable Market Strategies and Nordis Capital, with the conviction that capital markets will play an integral role in transitioning to a more sustainable world. She heads the research efforts of both firms and is a member of the investment committee for Nordis Capital.
She is an experienced and charismatic speaker and is featured regularly on BNN Bloomberg. She is currently a board member of Ecohabitation, and independent organization that facilitates sustainable building projects in Quebec’s residential sector. She holds a bachelor’s degree in economics from the University of Western Ontario as well as masters’ degree in management and sustainable development from HEC Montréal.
Ruchir Sharma
Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout Capital, an investment firm focused on emerging markets
Ruchir Sharma is Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout Capital, an investment firm focused on emerging markets.
He moved to Rockefeller in 2022 after a 25 year career at Morgan Stanley Investment Management, where he was Head of Emerging Markets and Chief Global Strategist.
Sharma has been a writer for longer than he has been an investor. At age 17 he started writing for India’s largest economic daily, The Economic Times. His commentary has since appeared in The Wall Street Journal, The Financial Times, The Washington Post, Foreign Affairs, Foreign Policy, Bloomberg and The Guardian, among others. He was a contributing opinion writer at the New York Times from 2016 to 2021 and is currently a contributing editor and columnist at the Financial Times.
Based in New York and Miami, he travels frequently to different countries, meeting with leading politicians, CEOs, and other local characters, who populate his writing.
Sharma is the author of four books. His most recent, The 10 Rules of Successful Nations, was published by Norton in 2020. It is an updated and abridged adaptation of The Rise and Fall of Nations: Forces of Change in the Post-Crisis World, which was released in 2016 and became a New York Times best seller. In 2012, his first book, Breakout Nations: In Pursuit of the Next Economic Miracles, debuted as the number one bestseller in India, and earned Sharma the Tata Literature Live! First Book Award for 2012. Breakout Nations also made the Wall Street Journal hardcover business bestseller list, and was chosen by Foreign Policy as one of its “21 Books to Read in 2012”.
The World Economic Forum cited Sharma as one of its “Top Young Leaders” in 2007. In 2012, Foreign Policy magazine cited Sharma as one of its top global thinkers and the following year, India’s premier weekly magazine Outlook named him as one of The World’s 25 Smartest Indians. Bloomberg ranked Ruchir among the world’s 50 Most Influential people in 2015. The following year, GQ India named Sharma the Global Indian of the Year and Barron’s put him on its cover as “Wall Street’s New Global Thinker.”
Sharma is passionate about politics and has covered every national election in India, and many major state contests, going back to 1998. He led the first trip with three journalist friends, and the pack has since grown to 20 regulars and a few guest travelers. They typically travel a 1,000 miles over a week, and have interviewed everyone from local voters to national leaders, including Narendra Modi and the Gandhis. These travels are captured in his 2019 book, Democracy on the Road: a 25-year Journey Through India.
Sharma’s other interests include athletics and he continues to train for the 100 and 200 meters sprints. No matter where he is in the world, or how hectic his schedule, he tries not to miss a single day of training. In 2011, he represented India in the World Masters Athletic championship in Sacramento. Sharma also has a keen interest in wildlife and cinema and attends international film festivals when he can find a moment away from investing, writing and running.
Gareth Shepherd, PhD, CFA
Co-Head of Voya Machine Intelligence (VMI) & Portfolio Manager, Voya Investment Management
François Trahan
Founding partner of The Macro Institute
François Trahan is an economist by training with a master’s degree in finance and econometrics. He is widely praised for his differentiated insights into the drivers and dynamics of the marketplace and his unique understanding of the business cycle. In 2016, François was inducted into the Institutional Investor All-America Research Team Hall of Fame after placing first in Portfolio Strategy for ten of the previous 12 years. He has also ranked for Quantitative Strategy.
François is currently a founding partner of The Macro Institute – a firm dedicated to macro research and education. Previously he was a Managing Director at UBS where he led the U.S. Portfolio Strategy effort, and prior to that he was a founder and managing partner of Cornerstone Macro. Before that, he was Vice Chairman of Wolfe Trahan & Co., Chief Investment Strategist at International Strategy and Investment Group (ISI), and the Chief Investment Strategist for Bear Stearns & Co. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group.
François received undergraduate and graduate degrees in economics from the University of Montreal. Along with Katherine Krantz, he is the co-author of “The Era of Uncertainty: Global Investment Strategies for Inflation, Deflation, and the Middle Ground,” published by Wiley & Sons in August 2011.
François Trahan
Founding Partner of The Macro Institute
François Trahan
Founding partner of The Macro Institute
François Trahan is an economist by training with a master’s degree in finance and econometrics. He is widely praised for his differentiated insights into the drivers and dynamics of the marketplace and his unique understanding of the business cycle. In 2016, François was inducted into the Institutional Investor All-America Research Team Hall of Fame after placing first in Portfolio Strategy for ten of the previous 12 years. He has also ranked for Quantitative Strategy.
François is currently a founding partner of The Macro Institute – a firm dedicated to macro research and education. Previously he was a Managing Director at UBS where he led the U.S. Portfolio Strategy effort, and prior to that he was a founder and managing partner of Cornerstone Macro. Before that, he was Vice Chairman of Wolfe Trahan & Co., Chief Investment Strategist at International Strategy and Investment Group (ISI), and the Chief Investment Strategist for Bear Stearns & Co. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group.
François received undergraduate and graduate degrees in economics from the University of Montreal. Along with Katherine Krantz, he is the co-author of “The Era of Uncertainty: Global Investment Strategies for Inflation, Deflation, and the Middle Ground,” published by Wiley & Sons in August 2011.
Greg Valliere
Chief U.S. Policy Strategist
AGF Investments
Greg Valliere
Chief U.S. Policy Strategist
AGF Investments
Greg Valliere joined AGF Investments (AGF) in February 2019 as Chief U.S. Policy Strategist. In this role, he is responsible for providing insight into how U.S. politics are shaping global markets.
He brings a unique perspective to AGF with more than four decades of experience analyzing policy and politics providing regular commentary and insight into Washington for financial services and investment management clients globally, including specialized coverage of the Federal Reserve, economic policy and politics.
Greg began partnering with AGF in 2017 advising investment management teams on policy and the impact on global markets, providing daily market commentary for financial advisors and participating in numerous client events and roadshows.
Greg has more than 40 years of experience following Washington issues for institutional and retail investors. He is widely quoted in U.S. media and specializes in coverage of the Federal Reserve, tax and spending issues, and politics.
Greg is based in Washington, D.C.
Gareth Shepherd, PhD, CFA
Co-Head of Voya Machine Intelligence (VMI) & Portfolio Manager, Voya Investment Management
Dr Gareth Shepherd is Managing Director, co-head of Voya Machine Intelligence (VMI) and a portfolio manager at Voya Investment Management. Previously he was co-founder and managing partner of predecessor firm G Squared Capital LLP, a pioneering AI hedge fund, which was acquired by Voya in 2020. Prior to that, he held various positions within risk and asset management in Australia, Switzerland, the U.S. and the UK. Gareth earned a PhD in applied AI/ML and a Master of Applied Science from the University of New South Wales, and a BE from the University of Queensland. He also completed a World Economic Forum sponsored Executive Masters (INSEAD, London Business School, and Columbia University) as a WEF Fellow and is a CFA® Charterholder.
François Trahan
Founding partner of The Macro Institute
François Trahan is an economist by training with a master’s degree in finance and econometrics. He is widely praised for his differentiated insights into the drivers and dynamics of the marketplace and his unique understanding of the business cycle. In 2016, François was inducted into the Institutional Investor All-America Research Team Hall of Fame after placing first in Portfolio Strategy for ten of the previous 12 years. He has also ranked for Quantitative Strategy.
François is currently a founding partner of The Macro Institute – a firm dedicated to macro research and education. Previously he was a Managing Director at UBS where he led the U.S. Portfolio Strategy effort, and prior to that he was a founder and managing partner of Cornerstone Macro. Before that, he was Vice Chairman of Wolfe Trahan & Co., Chief Investment Strategist at International Strategy and Investment Group (ISI), and the Chief Investment Strategist for Bear Stearns & Co. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group.
François received undergraduate and graduate degrees in economics from the University of Montreal. Along with Katherine Krantz, he is the co-author of “The Era of Uncertainty: Global Investment Strategies for Inflation, Deflation, and the Middle Ground,” published by Wiley & Sons in August 2011.
Greg Valliere
Chief U.S. Policy Strategist
AGF Investments
Greg Valliere joined AGF Investments (AGF) in February 2019 as Chief U.S. Policy Strategist. In this role, he is responsible for providing insight into how U.S. politics are shaping global markets.
He brings a unique perspective to AGF with more than four decades of experience analyzing policy and politics providing regular commentary and insight into Washington for financial services and investment management clients globally, including specialized coverage of the Federal Reserve, economic policy and politics.
Greg began partnering with AGF in 2017 advising investment management teams on policy and the impact on global markets, providing daily market commentary for financial advisors and participating in numerous client events and roadshows.
Greg has more than 40 years of experience following Washington issues for institutional and retail investors. He is widely quoted in U.S. media and specializes in coverage of the Federal Reserve, tax and spending issues, and politics.
Greg is based in Washington, D.C.
Alpine Macro Strategists
Chen Zhao
Chief Global Strategist
J. Anthony Boeckh
Executive Chairman
& Editor-in-Chief
David Abramson
Chief U.S. Strategist
& Director of Research
Bassam Nawfal
Chief Asset Allocation Strategist
Yan Wang
Chief Emerging Markets
& China Strategist
Harvinder Kalirai
Chief Global Fixed Income
& Currency Strategist
Mark McClellan
Chief U.S. Bond Strategist
Dan Alamariu
Chief Geopolitical Strategist
We will provide more information,
including the agenda, in the upcoming days.
EARLY-BIRD PRICING USD $1,995
Limited Seating Available. In-Person Only
* Due to limited seating, please reach out to your Account Manager if your firm is interested in registering multiple participants.
Requests for cancellations submitted in writing at least 45 days prior to the conference will be eligible for a full refund.
No refunds will be issued for cancellations made within 30 days of the conference.