This year's SIC examines how the relationship between China and the US could define the next 10 years, including unresolved geopolitical and tech warfare risks and the opportunities they present to us as investors. The experts on this panel have vast experience with China. Each has traveled to the country, done business there, and invested there. They're proverbial “boots-on-the-ground” authorities providing deep insight into what’s really going on within the Middle Kingdom.

Felix Zulauf: President of Zulauf Asset Management and a member of the Barron’s Roundtable for over 20 years. As an international investment manager, one of Felix’s many claims to fame is that he’s avoided all the major casualties in the financial markets since 1974. With decades of experience with China, he’ll be providing attendees his best insights for keeping his record intact through the 2020s.

Louis Gave: Former Hong Kong resident and co-founder & CEO of Gavekal Research, which specializes in uncovering little-known policy shifts and social changes underway in China and the world at large. Louis manages China-themed portfolios to capture the very best opportunities, and he’ll have a lot to say on Hong Kong and mainland China from a local’s perspective.

Mark Yusko: Founder, CEO, and chief investment officer of Morgan Creek Capital Management. As a recognized authority on China as well as an early stage investor in Alibaba and now in blockchain technology, digital currency, and digital assets, Mark will discuss the country’s IT and cybersecurity capabilities. China is investing at least as much in artificial intelligence, robotics, and Big Data as the West. Mark will highlight the associated risks and opportunities for investors.

Jonathan Ward: Founder of Atlas Organization, a US-China global competition-oriented consultancy and author of China’s Vision of Victory. He’s briefed the US Defense Intelligence Agency, the US Navy Strategy Division, leading American, European and Asian corporations, and the UK Ministry of Defense. He speaks Chinese, Russian, Spanish and Arabic and while a doctoral student at Oxford, visited private Chinese libraries before they were closed to scholars. Jonathan has a lot to say about the goals of China’s leadership, how they are executing on their strategy, and what America should be doing about it.

Attendees will gain a clear idea of what to expect from our most serious competitor and how to position your portfolio accordingly.

The “Investing in the Politics of the 2020s” panel will address the ramifications with a diverse set of opinions. Attendees will walk away with a better sense of where we are politically, including the rise of populism and how it could define business for the decade ahead. We’ll hear from all sides of the aisle from some of the most astute political observers in the country.

David Bahnsen: Founder, managing partner, and CIO of private wealth management firm The Bahnsen Group and consistently named by Barron’s, Forbes, and the Financial Times as one of the top financial advisors in America. David is also on the National Review board and the author of Elizabeth Warren: How Her Presidency Would Destroy the Middle Class and the American Dream. David is against big government and thoughtfully pro-conservative.

Barry Ritholtz: Co-Founder and chairman of Ritholtz Wealth Management. Barry is also the well-connected host of the Bloomberg Podcast “Masters in Business” where he interviews influential figures on markets, investing, and business. He refers to himself as a Jacob Javits Republican (a position now equivalent to left-of-center Democrats) and is sure to bring out the best from his fellow panelists.

Bruce Mehlman: Veteran DC lobbyist and former Assistant Secretary of Commerce for Technology Policy under President George W. Bush. Bruce operates from the nexus of politics and investment as he sits on the advisory boards of several startup technology companies as well as the boards of the Center for Democracy & Technology, the Washington Campus, and the State Science & Technology Institute. As a Washington insider, Bruce knows everybody and has an intimate understanding of what’s happening in DC and beyond.

Attendees will come away from this panel with a high level, non-partisan understanding of the potential short-term and long-term impacts of this pivotal election. That outlook will include how to protect your assets today and into the future across a variety of feasible policy scenarios.

Around the globe central banks have overseen historic levels of debt build up. Eventually a “Great Reset” has to happen. What are the most likely scenarios? How should you prepare?

This panel will explain the current situation and how it’s likely to unfold. Special attention will be paid to debt and monetary policy. You’ll hear from the top central bank analysts. There will be other discussions as well, including a ‘fireside chat’ on the new case for gold, with one of the most successful mining executives in history. We’ll be posting more details as they become available.