Investing in a Transformational World

Dates: May 13 – 16, 2014
Location: San Diego, California

This exclusive gathering of the world’s leading economic, investment, financial, political, and technology experts will be your opportunity to join the dialogue about the future of the markets and the economy. Step away from your daily routine to focus for three uninterrupted days on the risks and opportunities in today’s crisis-ridden economy.

Fellow Investor,

Quite possibly the most important Strategic Investment Conference ever has been scheduled at the spectacular Manchester Grand Hyatt overlooking San Diego Bay, in San Diego, California, May 13-16.

Don’t miss your chance to mix and mingle with fellow attendees and the guest speakers. Forge a network of new friendships. Listen, exchange ideas, ask questions, learn, and profit.

There’s no denying—2014 is a pivotal year for the global markets and the global macro economy. And for you as an investor.

Clearly, there’s a heightened sense of urgency, fear, and anxiety among investors, wondering how to protect their wealth.

On the most fundamental level, the Fed and its sister central banks may have already sown the seeds of the next global economic depression. Markets and economies have been inflated with fiscal stimulus to the point of addiction.

The Fed’s unwritten mandate to date has been: Don’t let the stock market fall. But what will happen when the stimulus is cut off, as one day it must be?

During the conference we’ll confront head on the arguments against further growth and profits… specifically the vicious cycle of debt and deficits, deleveraging and deflation.


2 ½ days packed with the best “A” list speakers

Seventeen of the world’s top independent thinkers will share their insights on the capital markets, economy, geopolitics, technology, and much, much more.

Each and every one… a keynote, headline speaker in his own right. They come not just to speak from the podium, but also to listen and learn from the other speakers, and to spend time chatting one on one with the audience members.

They represent the perfect mix of trader and economist, historian and futurist, etc.. The ideal group to help you deal with what some believe is a quietly building debt crisis that is coming to a head.

They’ll share their research and insights… so you can see very clearly exactly what’s going on out there in the global economy and the global markets. And even more important, what to expect next.

You’ll hear  from some of the Best Financial Minds in the industry.

But equally important, these speakers will explore the positive side of the investment outlook. They’ll identify investment opportunities that investors often tend to overlook, when the investment climate turns dark and threatening. The very opportunities that may enable you to build a substantial legacy of wealth.

For example, just consider all the extraordinary, life-changing innovations that are popping up in unexpected places around the globe. Breakthrough developments in sectors such as nanotech, biotech, artificial intelligence, robotics, and more.

Discoveries that will take the human race far beyond the first and second Industrial Revolutions. Far beyond the economic impact of the steam engine, the electrical grid, the combustion engine, and the brave new world of telecommunications.

For those who may think the glorious days of growth are behind us, that the challenges are too great… we beg to disagree. The next 20 years could one day be seen as the beginning of the exponential acceleration of growth and transformation in every area of human endeavor.

This Is Chapter One of the Exciting Story
That Human Beings Are Beginning to Write

It’s a journey you won’t want to miss! You’ll take home essential actionable intelligence from the most respected investors and economists in the world. You’ll develop new insights about your personal investment strategy and how to position your portfolio to weather the coming crisis.

“My One Guiding Principle”

— John Mauldin

You know, when Jon Sundt and I first explored the idea of hosting these Strategic Investment Conferences… I told him I had one guiding principle.

The conference had to be one that I would want to attend. Because I’ve attended too many conferences with a few headline speakers, followed by well-meaning but hardly illuminating sponsor speeches rounding out the speaker lineup.

Frankly, we always put on a great show at these Strategic Investment Conferences. In fact, I routinely hear from past attendees that our Conferences are consistently the best economics conferences, start to finish, in the country.

So you can be sure we have every intention of keeping our winning track record intact!

Now, here’s a quick preview of what you can expect from this year’s Conference.

First off, I chose this year’s speakers because I’ve known them all for years. So I’d like to take just a moment to share a few off-the-cuff comments… and personal insights about some of the A-list speakers you will meet. And why you need to hear what they have to say.

I promise they’ll challenge and educate you… and me, in an entertaining fashion.

While the thrust of this year’s conference is Investing in a Transformational World… our speakers are free to select their own topics within that framework. However, you can be sure that what they will share with us will be timely, on target, and provocative.

Kyle Bass burst into the public light as the hedge fund manager who shorted subprime bonds and European debt right at their peak. He’ll share new ideas and big trades with us all. Wickedly smart and a terrific speaker.

Ian Bremmer. What can I say about a man who can walk out on the stage with a mental force field that captivates the audience? Well, for starters, he’s one of the best global political strategists I know. Consults with heads of state about political risk—his specialty. Ian will take us to where the hot spots are going to develop around the world, not where they were or are now.

Niall Ferguson—a true Renaissance man. Sharp intellect with a long list of notable talents—PBS documentary TV star, author of multiple international best-sellers, historian, provocateur, one of Time Magazine’s 100 most influential thinkers. A bit of a Scottish bad boy with a Harvard and Oxford pedigree. He’s one of the best on stage at presenting the ideas and forces that shape the world.

Charles Gave and Anatole Kaletsky. I’ll throw some red meat between these guys… and we’ll all have fun watching. Anatole is the leading economic journalist in Europe, the man who has George Soros and his crowd on speed dial. He’s very pro Europe and bullish. On the other side of the aisle, Charles, the quintessential classical French conservative economist—with a voice of God like Charlton Heston’s—tends to be Euro skeptical and bearish. A front-row seat to hear them argue and debate is highly entertaining and illuminating.

Jeff Gundlach of DoubleLine is the fixed-income expert who can make interest rates jump off the stage. He never shies away from controversial calls. I can count on Jeff to give us his thoughts on where interest rates are headed, and the best ways to position your portfolios.

Paul McCulley—longtime friend and fishing buddy. He’s always had the inside track on what the Fed will do, often to the chagrin of the crowd. Paul’s the kind of guy who focuses on being right—and not on telling us what we want to hear. Paul is your man if you want to know what the crowd running the Fed and central banks around the globe think… and what they’re likely to do next.

Newt Gingrich. An old friend who can create a fascinating speech on the spot, on any topic. But I’m hoping to hear what’s on his mind come May. You’ll have plenty of time to meet him, because he loves to mix with the audience, one on one.

I could go on and on about every one of this year’s speakers. But the point is, you need to hear, first hand, what this group has to say about the challenges and opportunities we as investors are facing.

Aside from the compelling speaker presentations at SIC 2014, you’ll also enjoy the panels, debates, and lots of Q&A sessions with the audience. Not to mention the networking and camaraderie that develops over the course of these events—you’ll build relationships that last well beyond your three days in San Diego.

As John said, you really need to hear and take part in the debate.

The speeches you’ll hear, the knowledge you’ll gain from chatting with your fellow attendees, or perhaps sharing a cup of coffee with Kyle Bass, will guide you

  • In shaping the decisions you’ll make over the next 12 months and beyond, in your personal and professional life.
  • In managing risk, a critical component in your wealth protection strategy.
  • In identifying new opportunities to build your wealth.

You’ll see our speakers mingling with attendees in the halls, at meals, and on panels where they’ll engage in lively debate. You’ll have the rare opportunity to engage these experts one on one… with your most pressing questions.

But that’s not all. These experts will also share their short- and long-term strategies and recommendations for identifying Transformational Investing opportunities. Actionable intelligence for you to consider in your own portfolio planning.

he Honorable Newt Gingrich
Host of CNN’s Crossfire ;
Former Speaker of the U.S. House of Representatives

Newt Gingrich is well known as the architect of the “Contract with America” that led the Republican Party to victory in 1994 by capturing the majority in the US House of Representative for the first time in 40 years. Read more …


Kyle Bass
Managing Partner, Hayman Capital Management, LP

Kyle Bass is the principal of Hayman Capital Management, which serves as investment manager to private funds focused on global, event-driven, residential mortgage-backed securities and asymmetrically priced “tail” opportunities. Read more …


Ian Bremmer, PhD
President, Eurasia Group

Ian Bremmer is the president of Eurasia Group, the leading global political risk research and consulting firm. Read more …


Patrick Cox
Editor, Transformational Technology Alert
Mauldin Economics

Patrick Cox is the editor of Mauldin Economics’ Transformational Technology Alert research service. Read more …


Niall Ferguson, PhD
Professor, Harvard University

Niall Ferguson is the Laurence A. Tisch Professor of History at Harvard University and a senior fellow at the Hoover Institution, Stanford University. Read more …


Charles Gave
Founding Partner & Chairman, GaveKal

Charles Gave has been researching tactical asset allocation for over forty years. Read more …


Dylan Grice
Director of Research, Edelweiss Holdings

Dylan Grice is the director of research at Edelweiss Holdings, an investment practice focused on the preservation of wealth against the erosion of the purchasing power of money, through the ownership of scarce and productive resources. Read more …


Jeffrey Gundlach
CEO & CIO, DoubleLine

Jeffrey Gundlach is the Chief Executive Officer and Chief Investment Officer of DoubleLine. Read more …


Lacy H. Hunt, PhD
Executive Vice President
Hoisington Investment Management

Dr. Lacy Hunt, an internationally known economist, is executive vice president of Hoisington Investment Management Company. Read more …


Anatole Kaletsky
Economic Journalist, Founding Partner, GaveKal

Anatole Kaletsy is best known as a commentator for The Times and prior to that, the Financial TimesRead more …


John Mauldin
Chairman, Mauldin Economics

John Mauldin is a renowned financial expert, a New York Times best-selling author, and a pioneering online commentator. Read more …


Paul McCulley
Chairman, Society of Fellows of the Global Interdependence Center

Paul McCulley is chairman of the Society of Fellows of the Global Interdependence Center (GIC). GIC was created to promote cooperation and understanding among nations and states, with the goal of reducing international conflicts and improving worldwide living standards. Read more …


David Rosenberg
Chief Economist & Strategist, Gluskin Sheff & Associates

David Rosenberg is chief economist and strategist at Gluskin Sheff & Associates, where he focuses on providing a top-down perspective to the firm’s investment process and asset mix committee.Read more …


Jon Sundt
President & CEO, Altegris

Jon Sundt has more than 25 years of experience in the alternative investment industry. He founded Altegris in 2002, is president and CEO of the Altegris Companies, and is a member of the Altegris Investment Committee. Read more …


Jonathan Tepper
Chief Editor, Variant Perception

Jonathan Tepper is chief editor at Variant Perception, a macroeconomic research group that caters to hedge funds, banks, and family offices. Read more …


Richard Yamarone
Senior Economist, Bloomberg Brief: Economics

Richard Yamarone is an economist who has more than two decades of experience focusing on monetary and fiscal policy, economic indicators, fixed income, commodities, and general macroeconomic conditions for Bloomberg Brief: Economics, a daily newsletter that features analysis, data, and news on the forces shaping the global economy. Read more …


David Zervos
Managing Director & Chief Market Strategist, Jefferies LLC

David Zervos is managing director and chief market strategist at Jefferies LLC. David joined Jefferies in 2010 after spending 2009 as a visiting advisor in the Federal Reserve’s Division of Monetary Affairs in Washington, DC. Read more …