SIC 2019: Live Updates this Week

Niall Ferguson

Niall Ferguson Speaking at SIC 2018

This week I will be attending John Mauldin’s SIC 2019 in Dallas. This will be my sixth year attending, and the conference never fails to disappoint. I will be live tweeting via my Twitter account, @FibLines, so be sure to follow. I will also post a daily recap on this site. Here is the schedule:

 

Monday / May 13
5:00pm Opening Remarks / John Mauldin & Olivier Garret
5:00pm – 5:25pm John Mauldin, Mauldin Economics
5:25pm – 6:15pm Liz Ann Sonders, Charles Schwab Co., Inc.
Tuesday May 14
MORNING GENERAL SESSIONS Dallas Ballroom
8:00am – 8:05am Welcome Ed D’Agostino, COO // Shannon Staton, Conference Director
8:05am – 8:55am David Rosenberg Gluskin Sheff
8:55am – 9:45am Lakshman Achuthan ECRI // Peter Boockvar Bleakley Advisory Group
9:45am – 10:15am 30 MINUTE BREAK Dallas Foyer & Terrace
10:20am – 11:00am Jeffrey Sherman DoubleLine Capital
11:00am – 11:30am Lacy Hunt Hoisington Investment Management
11:30am – 12:00pm Lacy Hunt Hoisington Investment Management // William White C.D. Howe Institute
12:00pm – 1:10pm LUNCH
AFTERNOON GENERAL SESSIONS Dallas Ballroom
1:15pm – 1:55pm Louis Gave Gavekal Research
1:55pm – 2:05pm Leland Miller China Beige Book
2:05pm – 3:00pm HOW MUCH OF A DANGER IS CHINA’S ECONOMY? Kyle Bass // Louis Gave // Simon Hunt // Felix Zulauf // Moderated by Leland Miller
3:00pm – 3:30pm 30 MINUTE BREAK Dallas Foyer & Terrace
3:35pm – 3:45pm Marin Katusa Katusa Research
3:45pm – 4:20pm ENERGY: 5 BIG TRENDS FOR THE NEXT 5 YEARS: Spencer Abraham // Amir Adnani // Moderated by Marin Katusa
4:20pm – 5:05pm THE FUTURE OF EUROPE: WILL THE EURO EXIST IN 2030? Louis Gave // George Friedman // Jim Mellon // Felix Zulauf // Moderated by Grant Williams
Wednesday / May 15
MORNING GENERAL SESSIONS Dallas Ballroom
8:00am – 8:50am Grant Williams Things That Make You Go Hmmm…
8:50am – 9:25am Felix Zulauf Zulauf Asset Management
9:25am – 10:00am H. Woody Brock Strategic Economic Decisions
10:00am – 10:30am 30 MINUTE BREAK Dallas Foyer & Terrace
10:35am – 11:15am George Friedman Geopolitical Futures
11:15am – 12:05pm US REAL ESTATE PANEL: Joe Anthony // John Burns // Barry Habib // Moderated by Ed D’Agostino
12:05pm – 1:15pm LUNCH
AFTERNOON GENERAL SESSIONS Dallas Ballroom
1:20pm – 2:10pm THE US IN 2020: Neil Howe // George Friedman // Moderated by John Mauldin
2:10pm – 2:50pm Jared Dillian Mauldin Economics
2:50pm – 3:30pm EXPERT PANEL: Josh Ayers // David Rosenberg // Moderated by Stephen Cucchiaro
3:30pm – 4:00pm 30 MINUTE BREAK Dallas Foyer & Terrace
4:05pm – 4:25pm Jim Mellon Juvenescence
4:25pm – 5:05pm INVESTING IN THE AGE REVERSAL REVOLUTION: Patrick Cox // Jim Mellon // Dr. Michael Roizen // Moderated by Mari Kooi
Thursday / May 16
MORNING GENERAL SESSIONS Dallas Ballroom
8:00am – 8:50am Mark Yusko Morgan Creek Capital Management
8:50am – 9:20am William White C.D. Howe Institute
9:20am – 10:10am Carmen Reinhart Harvard University
10:10am – 10:40am 30 MINUTE BREAK Dallas Foyer & Terrace
10:45am – 11:35am Howard Marks Oaktree Capital
11:35am – 12:30pm GENERATION-CHANGING GLOBAL DEBT:Howard Marks // John Mauldin // Carmen Reinhart // William White // Moderated by Cullum Clark
12:30pm CONFERENCE CONCLUSION
About the author

I am the founder of fibonacci.com and an avid trader. I am also the co-founder of Texas Precious Metals, a top US precious metals company. In 2006 I was a contestant on The Apprentice with future president, Donald Trump. I live in Texas with my wife and five children, where I spend my time dodging snakes, changing diapers, and charting.

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