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.

Monday, September 16, 2024
Time: 8:00AM to 4:30PM


Limited Seating Available



Opening Remarks : The Shifting Macro Landscape: Opportunities & Risks

Chen Zhao, Chief Global Strategist


Emerging Mega Trends: How Should Investors Be Prepared?

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


Inflation, Disinflation and Fed Policy: Are We on the Right Path?

Mike Dooley, Professor Emeritus at University of California, Santa Cruz and Chief Economist at Figure Technologies


 Coffee Break


Fireside Chat: Bull Bear Debate

Francois Trahan, Founding Partner of The Macro Institute Versus
Jim Paulsen, Author of the Paulsen Perspectives research newsletter on Substack


The Long and Shorts of U.S. Equities

Gina Martin Adams, Bloomberg Intelligence Global Director of Portfolio Strategy, Chief Equity Strategist


Luncheon Speaker: Biden Vs Trump: How The World Will Be Changed
Greg Valliere, Chief U.S. Policy Strategist AGF Investments


How Is AI Reshaping the Money Management Business?

Gareth Shepherd, Co-Head of Voya Machine Intelligence (VMI) & Portfolio Manager, Voya Investment Management


Coffee Break

15:15 – 16:30

Commodity Panel: Secular Trend, Energy and Prospect of ESG             
Tavi Costa, Partner/Macro Strategist at Crescat Capital
Lenka Martinek, Managing Partner, Sustainable Market Strategies, Nordis Capital
Adam Rozencwajg, Managing Partner,  Goehring & Rozencwajg

16:30 – 17:30

Cocktails & Networking
Guest Speakers + Alpine Macro Strategists

Gina Martin Adams
Bloomberg Intelligence
Global Director of Portfolio Strategy
Chief Equity Strategist


Chen Zhao
Chief Global Strategist,
Alpine Macro


Otavio (“Tavi”) Costa
Partner/Macro Strategist at Crescat Capital


Michael Dooley
Professor Emeritus at University of California, Santa Cruz and Chief Economist at Figure Technologies


J. Anthony Boeckh
Executive Chairman
& Editor-in-Chief,
Alpine Macro


Jim Paulsen PhD
Author of the Paulsen Perspectives research newsletter on Substack


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


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


Gareth Shepherd, PhD, CFA

Co-Head of Voya Machine Intelligence (VMI) & Portfolio Manager, Voya Investment Management


Yan Wang
Chief Emerging Markets
& China Strategist,
Alpine Macro


Lenka Martinek
Managing Partner,
Sustainable Market Strategies
Nordis Capital


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


Greg Valliere

Chief U.S. Policy Strategist
AGF Investments


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


François Trahan

Founding Partner of The Macro Institute


Bassam Nawfal
Chief Asset Allocation Strategist,
Alpine Macro



Co-Founder Goehring & Rozencwajg


Dan Alamariu
Chief Geopolitical Strategist,
Alpine Macro

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.

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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.


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.