New York City, Grand Hyatt | 26-27 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.”

2019 Conference

Credit and Market Cycles: What’s Next?

This year we are thrilled to host you at our 40th Annual BCA Investment Conference in New York City. On September 26th and 27th, we’ll bring together some of the top thinkers from the financial, economic and political worlds. Join us to uncover new investment opportunities, gain insights to shape your conviction and connect with hundreds of your peers from across the globe. See you in New York!



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



109 East 42nd Street  
New York, New York, United States, 10017

Please click the following link to book within the BCA Room Block: Grand Hyatt New York 

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