Toronto, Hockey Hall of Fame & Sheraton Centre Hotel | 23-25 September


2018 Speakers

Dawn Desjardins

Vice President, Deputy Chief Economist, RBC.

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Meet Our Strategists

Senior Vice President, Geopolitical Strategy

“China cannot afford a low growth rate.”

Senior Vice President, Energy and Commodities Strategy

“We expect geopolitical risk to increase and feed into the oil market.”

Senior Vice President, European Investment Strategy

“Group think occurs when everyone becomes short term.”

Senior Vice President, Global Asset Allocation

“Earnings are growing, but there are other risks ahead.”

2018 Conference Program

Investing in a Late-Cycle Economy


Our welcome reception will be held at the Hockey Hall of Fame on Sunday, 23 September from 6pm to 9pm. It’s your opportunity to spend time with our top strategists discussing your investment challenges. Not to mention the chance to enjoy an evening in one of Toronto’s most vibrant locations. 

This year our annual investment conference will bring you diverse thinkers from the worlds of finance, politics and economics to assess the risks and opportunities facing the global investment industry. If you’re looking for new investment ideas, join us in Toronto.

Get the Full Conference Program



Day 1

Sunday 23 September 
6.00 - 9:00 PM
Evening Reception

Hockey Hall of Fame: an opportunity to spend time with our top strategists and to discuss your investment challenges, in one of Toronto's most vibrant locations. 

Day 2

Monday 24 September 
7.30 - 8.50 AM
8.50 - 9.00 AM

Martin Barnes: Conference Chair

9:00 - 10:15 AM
Conversation with Janet L. Yellen

Janet L. Yellen: Chair, Board of Governors, Federal Reserve System (2014-2018)

10:15 - 10:45 AM


10:45 - 12:05 PM
Macro Forces Shaping Markets

Stephen King: Senior Economic Advisor, HSBC
Julia Coronado: President and Founder, MacroPolicy Perspectives LLC

12:15 - 2:00 PM
Lunch Keynote: The Fall Elections and Their Investment Implications

Greg Valliere: Chief Global Strategist, Horizon Investments, Inc

2:00 - 3:00 PM
China: How worried should we be?

Elizabeth Economy: C.V. Starr Senior Fellow and Director for Asia Studies, Council on Foreign Relations

Leland  R. Miller: Chief Executive Officer, China Beige Book

3:00 - 4:00 PM
Investment Opportunities in Emerging Markets

Mark Mobius: Partner, Mobius Capital Partners

Arthur Budaghyan: Senior Vice President, Emerging Markets Strategy and Frontier Markets Strategy


4:00 - 5:00 PM
The Outlook for Resource Prices

David Rolley: Portfolio Manager and Co-Head of Global Fixed Income, Loomis Sayles

Robert Ryan: Senior Vice President, Commodity & Energy Strategy

5:00 - 6:30 PM
Cocktail Reception
6:30 - 9:00 PM
Dinner Keynote

The Right Honourable Stephen Harper​: Canadian Prime Minister, 2006-2015

Day 3

Tuesday 25 September 
7.30 - 8:30 AM
8.30 - 9:00 AM
BCA's top investment ideas

Peter Berezin: Senior Vice President,  Global Investment Strategy

Dhaval Joshi: Senior Vice President, European Investment Strategy

Doug Peta: Senior Vice President, U.S. Investment Strategy & Global ETF Strategy

9:00 - 10:00 AM
Rising Inequality: The Dire lessons of History

Dr. Walter Scheidel: Professor, Department of Classics, Stanford University

10:00 - 10:30 AM
Coffee Break


10:30 - 11:15 AM
Geopolitical Outlook: Risks And Opportunities

Marko Papic: Senior Vice President, Geopolitical Strategy

11:15 - 12:15 PM
Financial Bubbles: Status And Future

Dr. Didier Sornette: Professor on the Chair of Entrepreneurial Risks at the Swiss Federal Institute of Technology (ETH)

12:15 - 2:00 PM
Lunch Keynote

Gillian Tett: U.S. Managing Editor, FT

2:05 - 3:10 PM
Canada - Eh?

Hilliard MacBeth: Director, Wealth Management and Portfolio Manager, Richardson GMP Limited

Dawn Desjardins: Vice President, Deputy Chief Economist, RBC

3:10 - 4:15 PM
Investment Strategy: Risks and Opportunities

Norman Villamin: Chief Investment Officer (CIO) Private Banking, Union Bancaire Privée

Erin Browne: Managing Director and Head of Asset Allocation, UBS Asset Management

Peter Berezin: Senior Vice President, Global Investment Strategy

4:15 - 5:00 PM
BCA Closing Panel

BCA Research Strategists

Why Attend?

For thirty years we held our Annual Investment Conference in New York City. In 2018, we're moving it to Toronto. It’s a new location for us, one that reflects our determination to uncover new opportunities, listen to your feedback and visit our Canadian roots. While the location has changed, our dedication to creating a forum where you can meet the leading minds in the world of finance and address the biggest questions facing the global investment industry remains the same. One of our delegates put it simply, “It’s the best conference out there.” Our annual investment conference is an unrivaled opportunity to learn about global investment strategies, develop through exposure to experts and build your network.


You'll learn global investment strategies from the experts. We select speakers with wide-ranging perspectives who can share specialist insight and keep you engaged. Their outlooks reflect years of investment experience and knowledge gained in complex situations and challenging markets. We’re confident you'll leave the conference inspired by new investment ideas.


The entire conference is backed by us, the world’s foremost independent investment research firm. Our own strategists and leading investment experts from across the globe will offer you new ideas, unexpected insights and detailed research. The conference delivers an unbeatable combination of analysis and views that will help you develop a winning investment strategy. 

CFA Institute members that attend the Annual BCA Conference can claim 13 CE credits for the event. Please self-document your continuing professional development activities using the online CE tracker



Finally, the ambience and experience of our two-day conference is always fantastic. Our Toronto conference will attract investment professionals from North America, South America, Europe, Africa and Asia-Pacific.

Not only is it a great opportunity to learn global investment strategies from our experts and meet others across the investment community, it’s a place where people come together to share stories and investment ideas. 


23 Sep | Hockey Hall of Fame

30 Yonge Street, Toronto,
Ontario, M5E 1X8, Canada,

24-25 Sep | Sheraton CENTre Hotel

123 Queen Street West, Toronto,
Ontario, M5H 2M9 Canada

To book your room at $364 CAD + tax per night please call the Sheraton Reservations Center on 1-888-627-7175 and quote BCA Research 2018 Investment Conference. Alternatively, you can book online directly.

"Very informative, smart and interesting speakers, you pick up a lot of great ideas."

– conference attendee

"I've been several times and I would come again."

–  conference attendee

"Was it worth coming? Certainly, yes it was"

–conference attendee

"Best speakers of any investment conference out there, and it's always been that way."

–  conference attendee
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