Alpine-Macro-London-Presentation-Feb-12

Alpine Macro London Presentation:

Risk and Opportunity Amid A World In Critical Transition

Monday, February 12th 2024 at 8AM |  Sofitel London St James (6 Waterloo Pl, St. James)

The global economic and political scene will undergo several transitions this year, the evolution of which will inform the investment landscape in 2024 and beyond.

Please join us for a special event hosted by Alpine Macro in London, at 8:00 AM on Monday, February 12th,
which will include a panel of three distinguished speakers:

 
George Magnus, Chen Zhao and Dan Alamariu
London-Speakers

Topics to be discussed include:

Fed policy: Will policymakers ease as much as expected?  
What would a second Trump Presidency mean for the world?  
Is China headed for terminal implosion or an imminent rebound?
The Israel-Hamas war: What impact will it have on oil markets the longer run?  
Russia -Ukraine war: How might an end of the conflict reshape the geopolitical landscape?
Preliminary Agenda

8:00-8:30

Coffee, tea and biscuits

8:30-9:00

Presentation by Chen Zhao: Disinflation, Fed policy, and asset allocation strategy

9:00-9:20

Q&A

9:20-9:50

Presentation by George Magnus. China: terminal implosion or buying opportunity of a life time?

9:50-10:10

Q&A

10:10-10:20

Break

10:20-10:50

Presentation by Dan Alamariu: US political transition and geopolitical hotspots

10:50-11:10

Q&A

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

Register Now – Seating is Limited

* Due to limited seating, please reach out to your Account Manager if your firm is interested in registering multiple participants.

 

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

Seating is limited – Register Now!

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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.

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.