Strategic Investment Conference 2025

Strategic Investment Conference 2025

Join the world’s sharpest minds as they bring clarity to a
year that’s already rewriting the rules

Live Virtual Event

May 12, 14, 16, 19, 21

John Mauldin
“We’re living through a moment that rewrites textbooks—and reorders portfolios. Now more than ever, clarity is capital. No other event brings together this caliber of experts to help us make sense of shifts happening—and prepare for what’s next.”

John Mauldin


Call it a reset, a new order...
or as we’ve come to think of it, a “vibe shift.

For those of us with capital at stake—our portfolios, our businesses, our families—we can’t afford to misread this moment.

That’s why I’ve handpicked the top financial minds to help us think about what comes next.

Together, we’ll ask sharper questions, think more clearly, and stay positioned—no matter which path history takes.

Join us live, catch the recordings, read the transcripts—and most important, ask your own questions.

SIC 2025

What You’ll Experience

Strategic Investment Conference 2025

Clarity Amidst Chaos

The SIC gives you direct access to the world’s top macro thinkers—to sharpen your perspective and understand the major shifts unfolding, so you can stay on the right side of change.

Strategic Investment Conference 2025

For Investors Managing Their Own Money

Whether you’re running a portfolio, preparing for retirement, or rethinking your next move, the SIC 2025 helps you protect capital, guard against unseen risks, spot opportunities, and stay aligned with your goals.

Strategic Investment Conference 2025

Why the SIC Is Different

Five full days of 32 sessions along with recordings and full transcripts. A firehose of perspective you’ll reference all year.

SIC 2025 • MAY 12–21 • GLOBAL VIBE SHIFT • RESERVE YOUR SPOT • SIC 2025 • MAY 12–21 • GLOBAL VIBE SHIFT •

Speakers

(click on the images of the speakers to read their bios)


Renè Aninao
Managing Partner
CORBŪ LLC
David L. Bahnsen
Founder, Managing Partner & CIO
The Bahnsen Group
@ShanghaiMacro
Author
China Macro Watch
James Bianco
President and Macro Strategist
Bianco Research
Peter Boockvar
Chief Investment Officer
Bleakley Financial Group
Ed D'Agostino
Publisher
Mauldin Economics
Juliette Declercq
Founder & CEO
JDI Research
Jared Dillian
Senior Editor
Jared Dillian Money
Danielle DiMartino Booth
CEO & Chief Strategist
QI Research
Nicolás Dujovne
Partner
Tenac Asset Management
George Friedman
Founder and Chairman
Geopolitical Futures
David Galland
Co-Founder
Mauldin Economics
Olivier Garret
Founding Partner & CEO
Mauldin Economics
Louis-Vincent Gave
Founding Partner and CEO
Gavekal Research
Martin Gurri
Visiting Fellow
Mercatus Center
Barry Habib
CEO
MBS Highway
Mark Halperin
Editor-in-Chief
2WAY Interactive Inc.
Karen Harris
Managing Director and Macro Trends Group
Bain & Company
Lyric Hughes Hale
Director of Research
Hale Strategic
Lacy Hunt
Executive VP and Chief Economist
Hoisington Investment Management Co.
Claudio Maulhardt
Partner and Portfolio Manager
Copernico Capital Partners
Maggie Lake
Founder
Maggie Lake Media
Joe Lonsdale
Founder and Managing Partner
8VC
Dr. Pippa Malmgren
Former US Presidential Advisor
Howard Marks, CFA
CCo-Chairman
Oaktree Capital Management
John Mauldin
Co-Founder
Mauldin Economics
Stephen McBride
Chief Analyst
RiskHedge
Bruce P. Mehlman
Founder & CEO
Mehlman Consulting
Mark Mills
Founder and Executive Director
National Center for Energy Analytics
Carl Minzner
Professor of Law
Fordham Law
Marko Papic
Macro-Geopolitical Chief Strategist
BCA Research
Matthew Pines
Executive Director
Bitcoin Policy Institute
David Rosenberg
Founder and President
Rosenberg Research
Liz Ann Sonders
Managing Director & Chief Investment Strategist
Charles Schwab & Co.
Dr. Ed Yardeni
President
Yardeni Research
Felix W. Zulauf
President & Founder
Zulauf Consulting

Reserve Your Virtual Pass for the
SIC 2025 at 44% Off

Panels

Featured Panel

Tariffs, DOGE, and Policy Shock—What Does Trump 2.0 Actually Mean for Your Money?

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Renè Aninao

Managing Partner, CORBŪ

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David Bahnsen

Founder, Managing Partner, CIO, The Bahnsen Group

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Ed D’Agostino Moderator

Mauldin Economics

How much consensus is there in DC? What’s really being decided behind closed doors? Two of the most wired-in economic minds will walk us through what’s coming—tariffs, tax cuts, trade shifts—what markets might be missing, and what investors should be watching now… before the next round of policy shocks hits the tape

Monday, May 19 | 10:00 am – 10:50 am ET

View the Full Agenda

Featured Panel

Control, Chaos, and Competition: How China’s Domestic Shifts Are Reshaping the World

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Lyric Hughes Hale

Editor-in-Chief, EconVue

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Carl Minzner

Professor of Law, Fordham School of Law

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Ed D’Agostino Moderator

Mauldin Economics

Lyric Hughes Hale—fluent in six languages, including Chinese and Japanese—joins Carl Minzner to untangle China’s internal contradictions and global ambitions. We’ll learn how China’s next moves could reshape global supply chains, capital flows, and strategic positioning.

Wednesday, May 14 | 4:05 pm – 4:55 pm ET

View the Full Agenda

Featured Panel

Milei’s Argentina: Is Radical Reform the Future of Global Fiscal Policy?

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Claudio Maulhardt

Partner and Portfolio Manager, Copernico Capital Partners

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Nicolás Dujovne

Former Minister of the Treasury, Argentina

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David Galland Moderator

Partner, Mauldin Economics

Argentina may be ground zero for the most radical fiscal reform experiment of the decade. Claudio Maulhardt and Nicolás Dujovne offer firsthand insights into the political and structural forces behind the shift. This session explores how Argentina’s reform could serve as a model—or a warning—for the impacts of fiscal policy around the world.

Wednesday, May 14 | 12:10 pm – 1:00 pm ET

View the Full Agenda

Featured Panel

What Western Analysts Keep Getting Wrong About China, and What We Can Get Right

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Marko Papic

Senior Vice President and Chief Strategist, BCA Access & GeoMacro, BCA Research

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@ShanghaiMacro

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Matthew Pines

Executive Director Bitcoin Policy Institute

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Ed D’Agostino Moderator

Mauldin Economics

Marko Papic joins Matthew Pines and anonymous strategist @ShanghaiMacro, whose unfiltered, data-rich work has earned him the trust of macro investors—and the scrutiny of the CCP. For security and safety reasons, his identity remains private. This session will dig into China’s hidden fragilities and ambitions, and how tariffs and policy shifts may reshape the future of global trade.

Friday, May 16 | 3:00 pm – 3:50 pm ET

View the Full Agenda

Final Panel

The Global Vibe Shift: Positioning for Transformation, Not Turmoil

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John Mauldin,

Co-Founder, Mauldin Economics

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Felix Zulauf

President & Founder, Zulauf Consulting

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David Bahnsen

The Bahnsen Group

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Martin Gurri

Mercatus Center

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Ed D’Agostino Moderator

Mauldin Economics

The final panel brings it all together. As the world undergoes a complete rewiring—markets, trade, geopolitics—where old rules no longer apply and new ones are yet to be written... What now? Expect candid, honest discussion about the opportunities and risks ahead.

Wednesday, May 21 | 4:05 pm – 5:20 pm ET

View the Full Agenda

Strategic Investment Conference Agenda

New! 2025 SIC Conference Agenda

A complete breakdown of every session, speaker, and panel—all in one place.

View your free agenda online.

View the Full SIC 2025 Agenda Here

What Attendees Are Saying

I loved the theme and the speakers. I think I was enriched by attending. Ed did a fantastic job. I really like it that Ed’s weekly interviews are like a SIC conference continuation.

Glen F.

The speakers and panels provide up-to-date information regarding the economy, investments, and the geopolitical environment, which helps me with positioning my portfolio and that of my family.

Jeffrey J.

It really does keep getting better! The broad scope of topics and the experience of the faculty created a far-reaching look at national and global economies, as well as a creating a template for the future. Totally amazing!

Jane Z.

This was my 1st time... transcripts, replays, and bios are immensely helpful. So much ground was covered... SIC was incredibly well-organized and content high caliber.

Elizabeth B.

I will definitely buy it again next year, even if the price goes up 50%.

Philip K.

I've debated over buying/attending for years... Should have made the decision to do so years ago! Was truly worth the money spent. GREAT speakers and presentations and so professionally done.

Richard D.

This is our fourth conference and this was by far the best. Enjoyed all the speakers and discussions.

Stephen S.

Loved the flexibility and convenience of virtual presentations - being able to watch/review the sessions when convenient. The conference always gets me energized and looking forward to next year.

Catherine M.

SIC is always such a great mixture of intelligent people and different perspectives. I have come to look forward to it every year!

Thomas S.

I am still reviewing a few of the presentations/panels... Great job. Looking forward to 2025!

Carl T.

I was beyond impressed with the SIC. I ranked all of the speakers high. There were some I liked more than others, but to be honest, they were all excellent in very different ways.... I wouldn't have changed a thing. Absolutely amazing conference!

Lewis B.

Excellent, everything exceeded my expectations. It’s the best because of content, organization, and speakers.

Alphonso P.

Overall, excellent, So glad it’s now virtual!!!!

Chandler A.

Simply the best. This is my "go to" investor education experience of the year.

Charlie G.

What Sets the SIC Apart

World Class Faculty

Most conferences with this caliber of speakers cost $1,000+, not including flights and hotels. We’re bringing the speakers to you— actionable ideas, access, relevance, and clarity without leaving your desk.

Strategic Investment Conference 2025


Strategic Investment Conference 2025

For the Busy Investor

Most attendees manage their own money, others manage client capital—but all are serious about protecting and growing wealth. That’s why the SIC is 100% virtual, and flexible. Watch live or on your own time. Read the transcripts. Ask questions.


Financial Advisors, RIAs, and Wealth Managers

RIAs and wealth managers use the SIC to sharpen their outlook, pressure test ideas, and make better decisions for clients. You’ll leave with stronger narratives and more conviction in a shifting world. Plus, attendees can earn Continuing Education credit hours for attending the conference.

Strategic Investment Conference 2025


SIC 2025 By the Numbers

30+

World-Renowned Investors, Economists, and Strategists

5

Days of High-Impact Presentation and Macro Clarity

21

Years of Clarity—The Most Trusted Conference for Investors

33

Sessions Covering Markets, Policy, Geopolitics, and More

100%

Virtual, Flexible, and Designed for Real-Time Engagement

Ed D'Agositno Mauldin
“There’s a lot of uncertainty out there—but not at the SIC 2025. You’ll hear directly from those who see what’s happening under the surface—and behind the scenes. The investors who get this moment right will be well positioned for what’s to come, while others scramble to catch up.”

Ed D’Agostino

Partner, Mauldin Economics

SIC 2025
Strategic Investment Conference Agenda

New! 2025 SIC Conference Agenda

A complete breakdown of every session, speaker, and panel—all in one place.

View your free agenda online.

View the Full SIC 2025 Agenda Here

FAQs

Your SIC 2025 Virtual Pass gives you full access to all live sessions, including keynotes, panel discussions, real-time Q&A sessions, and any conference materials (including session transcripts, and any additional resources) as available.

You’ll also receive on-demand access to every session, so you can revisit your favorite discussions or catch up on anything you missed. With downloadable video and audio recordings, you’ll have the flexibility to absorb the insights at your own pace, ensuring you get the most out of SIC 2025.

While the SIC remains the premier gathering of world-class experts—this year brings a dramatically expanded perspective to meet the current investing climate. Nearly 40% of our speakers are new, offering fresh, unfiltered insights from leaders who have navigated both financial markets and real-world disruptions. These experts understand how to interpret volatility, political shifts, and economic transformation—and, more importantly, what it means for investors.

At the same time, your SIC favorites are returning. The most highly ranked and highly anticipated speakers from past conferences will once again provide their perspective on what’s happening and what’s possible in the days ahead.

Yes, and for good reason. A virtual SIC allows us to bring in more top-tier speakers, schedule stronger panels, and provide a seamless experience for attendees. Without the constraints of a physical event, we can curate a lineup of experts from around the world, ensuring a diverse range of perspectives on the most pressing financial, geopolitical, and economic shifts.

Most importantly, a virtual format allows you to structure your SIC experience around the sessions that matter most, whether you prefer to watch live or on-demand. And without the added expenses and logistics of travel, you can focus entirely on absorbing the insights and takeaways that will help you navigate the year ahead.

If you manage your own portfolio or advise others, the SIC 2025 will help you see the big picture clearly—so you can protect capital, manage risk, and stay on the right side of change. You’ll get real-time access to top economists and investors sharing the frameworks they actually use—plus recordings and transcripts you can refer back to anytime.

No problem. Every session is recorded. You’ll get full access to all video replays, transcripts, and presentation slides (if applicable)—so you can watch on your own time, revisit key sessions, and not miss a thing.

Yes! Many sessions include live Q&A, and you’ll have the chance to submit questions in advance. This is your opportunity to engage directly with the experts shaping markets, policy, and strategy.

No special tech required—just an internet connection. You’ll receive a secure link before the event that gives you instant access to the full experience from your desktop, tablet, or mobile device.

Yes! We offer discounted pricing for teams and advisory groups. To learn more about bulk virtual pass options, call us at 602-626-3100 or 877-631-6311 and we’ll help you find the best fit for your firm.

Strategic Investment Conference 2025

Countdown to the SIC 2025

Reserve Your Virtual Pass Before May 12

Check the box below and complete the order form to secure your spot.

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Toll-free: (877) 631-6311
Local: (602) 626-3100