Investing In A World of Multiple Crises:
War, Inflation, Energy and Politics

Helping Investors Navigate A Highly Complex, Dangerous
But Potentially Highly Rewarding Investment Environment

program-conference

Convene:
237 Park Avenue, New York, NY 10017

schedule-conference

Monday, 17 October 2022
8:30 am to 5:00pm

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A replay will be available On-Demand for all Attendees

Guest Speakers

Stephen-Poloz

Stephen Poloz,
Special Advisor at OSLER
9th Governor of the Bank
of Canada

About
Michael-Dooley

Michael Dooley,
Chief Economist
at Figure Technologies

About
Barbara-Reinhard

Barbara Reinhard, CFA,
Managing Director,
Head of Asset Allocation
at Voya Investment Management

About
Ruchir-Sharma

Ruchir Sharma,
Chairman of Rockefeller International & Founder and Chief Investment
Officer of Breakout Capital

About
David-Asher

David Asher,
Senior Fellow
at the Hudson Institute

About
Adam-A-Rozencwajg-

Adam A. Rozencwajg,
Managing Partner,
Goehring & Rozencwajg

About
Greg-Valliere

Greg Valliere,
Chief U.S. Policy Strategist
AGF Investments

About
Marko-Papic

Marko Papic,
Partner & Chief Strategist, Clocktower Group

About
James-Paulsen

James Paulsen,
Chief Investment Strategist,
The Leuthold Group, LLC.

About
Anastasios-Avgeriou

Anastasios Avgeriou,
Chief Strategist
Bienville Capital

About
Conference Agenda – October 17, 2022

Morning – Is The World Economy At A Secular Inflection Point?

08:30-08:45

Opening Remarks

Tony Boeckh
Alpine Macro’s Executive Chairman & Editor-in-Chief

08:45 – 9:45

Fireside Chat: Inflation, Deflation & Central Bank Policy

Steve Poloz
Special Advisor at Osler, Former Governor of The Bank of Canada
Michael Dooley
Chief Economist at Figure Technologies
Dave Abramson (Moderater)
Alpine Macro’s Chief U.S. Strategist & Director of Research

09:45 – 10:45

U.S. Stock Market: Beyond The 2022 Bear Market

James Paulsen
Chief Investment Strategist, The Leuthold Group, LLC
Chen Zhao (Moderator)
Alpine Macro’s Chief Global Strategist

10:45 – 11:00

Coffee Break

11:00 – 12:00

Big Themes in Global Economy, Politics and Markets

Ruchir Sharma
Chairman of Rockefeller International & Founder and Chief Investment Officer of Breakout Capital
Marko Papic
Partner & Chief Strategist, Clocktower Group

12:00 – 13:45

Luncheon Speaker:
U.S. Politics and Mid Term Elections

Greg Valliere
Chief U.S. Policy Strategist , AGF Investments

Afternoon – Russian War, Energy Crisis And Equity Strategy: Asset Allocation In a Volatile World

14:00 – 14:30

Russian Sanctions And Retaliations:
Can EU Industry Survive?

David Asher
Senior Fellow at the Hudson Institute

14:30 -15:00

Equity Strategy: Leadership Changes Ahead

Anastasios Avgeriou
Chief Strategist, Bienville Capital

15:00 – 15:15

Coffee Break

15:15-15:45

Energy Bull Market: Secular Or Cyclical?

Adam Rozencwajg
Managing Partner, Goehring & Rozencwajg

15:45 – 16:20

Asset Allocation In A Volatile World

Barbara Reinhard
Managing Director, Head of Asset Allocation at Voya Investment Management
Caroline Miller (Moderator)
Alpine Macro’s Chief Asset Allocation Strategist

16:20-17:00

Alpine Macro Panel Discussion

Alpine Strategists

17:00 18:30

Cocktail & Networking

Alpine Macro Strategists

Chen-Zhao-Alpine-Macro

Chen Zhao,
Alpine Macro’s 
Chief Global Strategist

J-Anthony-Boeckh-Alpine-Macro

J. Anthony Boeckh,
Alpine Macro’s 
Executive Chariman &
Editor-in-Chief

David-Abramson-Alpine-Macro

David Abramson,
Alpine Macro’s 
Chief U.S. Strategist &
Director of Research

Caroline-Miller-Alpine-Macro

Caroline Miller ,
Alpine Macro’s 
Chief Asset Allocation Strategist

Yan-Wang-Alpine-Macro

Yan Wang,
Alpine Macro’s 
Chief Emerging
Markets & China
Strategist

Harvinder-Kalirai-Alpine-Macro

Harvinder Kalirai,
Alpine Macro’s 
Chief Global
Fixed-Income &
Currency Strategist

Mark-McClellan-Alpine-Macro

Mark McClellan,
Alpine Macro’s 
Chief U.S.
Bond Strategist

Chen-Zhao-Alpine-Macro

Chen Zhao,
Alpine Macro’s 
Chief Global Strategist

J-Anthony-Boeckh-Alpine-Macro

J. Anthony Boeckh,
Alpine Macro’s 
Executive Chariman &
Editor-in-Chief

David-Abramson-Alpine-Macro

David Abramson,
Alpine Macro’s 
Chief U.S. Strategist &
Director of Research

Caroline-Miller-Alpine-Macro

Caroline Miller ,
Alpine Macro’s 
Chief Asset Allocation Strategist

Yan-Wang-Alpine-Macro

Yan Wang,
Alpine Macro’s 
Chief Emerging
Markets & China
Strategist

Harvinder-Kalirai-Alpine-Macro

Harvinder Kalirai,
Alpine Macro’s 
Chief Global
Fixed-Income &
Currency Strategist

Mark-McClellan-Alpine-Macro

Mark McClellan,
Alpine Macro’s 
Chief U.S.
Bond Strategist

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Stephen-Poloz

Stephen Poloz,
Special Advisor at OSLER
9th Governor of the Bank of Canada

Stephen is a widely recognized economist with nearly 40 years of experience in financial markets, forecasting, and economic policy, including 35 years in the public sector.

Prior to joining Osler, Stephen was the 9th Governor of the Bank of Canada, Canada’s central bank. Stephen was Governor of the Bank for seven years after having previously spent 14 years there during 1981-95 occupying a range of increasingly senior positions. Stephen is also the author of the book titled The Next Age of Uncertainty: How the World Can Adapt to a Riskier Future that maps out the powerful economic forces that are shaping our future and the ideas that will allow us to master them.

Prior to joining the Bank of Canada, Stephen spent 14 years at Export Development Canada, as Chief Economist (1999-2008), Head of Lending (2008-2011) and finally as President and CEO (2011-2013). He also spent four years at BCA Research, where he was Managing Editor of the International Bank Credit Analyst, one of their flagship publications. Stephen is a Certified International Trade Professional and a graduate of Columbia University’s Senior Executive Program. He has been a visiting scholar at the International Monetary Fund in Washington, D.C., and at the Economic Planning Agency in Tokyo, Japan. He is a frequent speaker and writer and has taught economics at the University of Western Ontario, Concordia University and Queen’s School of Business.

At Osler, Stephen provides clients with his significant expertise and strategic guidance regarding the financial system, trade, and economic policy both domestically and on a global scale.

Michael-Dooley

Michael Dooley,
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.

Barbara-Reinhard

Barbara Reinhard, CFA,
Managing Director, Head of Asset Allocation at Voya Investment Management

Barbara Reinhard is the head of asset allocation for Multi-Asset Strategies and Solutions (MASS) at Voya Investment Management, responsible for strategic and tactical asset allocation decisions for the team’s multi-asset strategies. Prior to joining Voya, Barbara was the chief investment officer for Credit Suisse Private Bank in the Americas where she managed discretionary multi-asset portfolios and was a member of the global asset allocation and the pension investment committees. Prior to that, Barbara worked at Morgan Stanley, first in the fixed income division and later became the deputy chief investment strategist for the global wealth management division. Barbara earned a BA in economics from Trinity College and is a CFA® Charterholder.

Ruchir-Sharma

Ruchir Sharma,
Chairman of Rockefeller International
& Founder and Chief Investment Officer
of Breakout Capital

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 typically spends one week every month traveling the world, visiting 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.

David-Asher

David Asher,
Senior Fellow at the Hudson Institute

David Asher is a Senior Fellow at the Hudson Institute in DC where he focuses on the confluence between economics and security. Since 1990 Asher has served repeatedly in the US Government, working at the center of economic warfare, financial operations, intelligence, and special activities against America’s most formidable state and non-state adversaries ranging from Al Qaeda, ISIS, and Hezbollah to China, Iran, and North Korea. In 2020 he led the investigation of the origin of COVID-19 for the Secretary of State and developed programs to combat the WMD programs of the Peoples Republic of China. From 2017-2019 he was senior advisor for actions against North Korea’s regime.

Over the last 30 years Dr. David Asher has worked extensively in and around the financial industry He has focused primarily on Japan and Asia, including advising Dan Loeb at Third Point as his key strategist on Abenomics and Japan activist investment strategy from 2013-2015 (helping spearhead the investments in Sony and Fanuc). He then spent several years as Alan Howard’s global macro advisor at Brevan Howard. David worked previously for Tudor Investment’s Washington office in the late 90s, as Global Macro Strategist to the Soros backed Medley Macro Fund from 2007-2010 and then as Senior Advisor for strategic planning to the Global Senior Executive Officer of Mitsubishi UFJ (2009-2010) during the acquisition of a substantial position in Morgan Stanley. He then co-founded both Vital Financial and Vital Venture Capital with his brother as offshoots from their family office. Today he is an investment partner in OMX Ventures and Van Vlissingen and Company, a Chicago area real estate developer based in Lincolnshire, Illinois.

Adam-A-Rozencwajg-

Adam A. Rozencwajg,
Managing Partner, Goehring & Rozencwajg

Adam A. Rozencwajg has 15 years of investment experience. Between 2007 and 2015, Mr. Rozencwajg worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring. Prior to joining Chilton Investment Company, Mr. Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. Mr. Rozencwajg holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University. Mr. Rozencwajg is a CFA charter-holder.

Greg-Valliere

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 over three 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.

Most recently, Greg was the Chief Global Strategist at North Carolina based Horizon Investments, LLC and has nearly 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.

Marko-Papic

Marko Papic,
Partner & Chief Strategist, Clocktower Group

Marko Papic is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. He leads the firm’s Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets.

Prior to joining the firm, Marko founded BCA Research’s Geopolitical Strategy practice (GPS) in 2012, the financial industry’s first dedicated political analysis investment strategy. The GPS service generated geopolitical alpha by identifying gaps between the market’s political expectations and the firm’s forecasts. Marko was a Senior Vice President and the firm’s Chief Geopolitical Strategist.

Marko began his career as a Senior Analyst at Stratfor, a global intelligence agency where he contributed to the firm’s global geopolitical strategy as well as its analyst recruitment and training program. In his academic work, he helped create the Center for European Union Studies at the University of Texas at Austin. Marko holds an MA in Political Science from the University of Texas at Austin and an MA from the University of British Columbia.

He is the author of Geopolitical Alpha: An Investment Framework for Predicting the Future, a book that introduces his constraints-based framework to investors.

James-Paulsen

James Paulsen,
Chief Investment Strategist, The Leuthold Group, LLC.

James Paulsen is Chief Investment Strategist of The Leuthold Group, LLC. He is a member of the investment committee, authors market and economic commentary, and works with the Leuthold investment team in serving institutional, financial advisor, and investment professional clients. He will continue writing his long-running newsletter which will be published and distributed alongside our premier monthly research product, Perception for the Professional.

Paulsen has been an investment industry professional since 1983, most recently as Chief Investment Strategist at 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 commentary assessing economic and market trends. He is nationally recognized for his views on the economy, frequently appears on CNBC and Bloomberg TV, and is 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 Doctoral degree in Economics from Iowa State University.

Anastasios-Avgeriou

Anastasios Avgeriou,
Chief Strategist Bienville Capital

Anastasios serves as Chief Strategist for the firm. He provides his services through Avgeriou Capital, Inc. Prior to Bienville, Anastasios was a U.S. equity strategist at BCA Research for over 13 years. At BCA, he wrote weekly macro-based equity research reports, led the U.S. equity team, helped develop the firm’s view on U.S. equity and positioned the U.S. equity sector portfolio. Prior to BCA Research, Anastasios was an equity research associate at Scotia Capital.

Anastasios holds a Bachelor’s of Commerce and an MBA from McGill University.