MI2 PARTNERS
Global Macro Summit
Vail, CO | September 26-29
Post-Event Passes on sale now!
"The current convergence of macro forces is unlike anything most investors have seen in their lifetime and threatens to upend the assumed wisdom in markets. We are assembling some of the world's best macro minds and risk-takers to help you understand and, more importantly, take advantage of these monumental developments."
From inputs to outcomes.
September 26th – 29th, 2023, MI2 Partners is hosting the Global Macro Summit – a macro conference that will be the first of its kind; a distinctive and intimate experience featuring:
deep-dive discussions
interactive breakout sessions
challenging conversations
designed to deepen your understanding of current and projected markets.
Hear from dozens of experts whose insights on the economy, markets, and geopolitics will refine, challenge, and inform your investment strategies. You’ll hear from leading traders and money managers who can turn market insights into profitable trades – all in an intimate setting designed to encourage memorable conversations & connections.
Invaluable Insights
We are pulling together the experts that guide our decision making to share big macro ideas and analysis of themes and trends.
Priceless Connections
Your network is your net worth. Expand your network through memorable, meaningful connections with other industry experts and investors.
Breakout Sessions
Explore and dissect specific themes in intimate roundtable discussions, and interactive breakout sessions.
The Vail Experience
Spend time in the beautiful Vail Valley during one of its most stunning seasons. Choose from a variety of local excursions for an unforgettable experience. Option to bring a plus one.
The Global Macro Summit is for you if...
You are an investor or business owner looking for challenging conversations and growth
You want to make invaluable connections with investors from all walks of life with a range of experience and ideas
You are passionate about discovering new ideas and expanding your knowledge and network
VIRTUAL AGENDA
Wednesday, September 27
9:00am - 9:20am (MDT) | Conference Welcome • Julian Brigden • Harry Melandri • Ronnie Aked |
|---|---|
9:20am - 10:15am (MDT) | Mission Accomplished? Is the Tightening Cycle Over and Has the Fed Avoided a Recession? • Julian Brigden, MI2 Partners |
10:15am - 10:45am (MDT) | Break |
10:45am - 11:45pm (MDT) | Panel: Geopolitics • Dr. Pippa Malmgren, Economist • Helen Thomas, Blonde Money • Host: Harry Melandri, MI2 Partners |
11:45pm - 12:30pm (MDT) | Is the Savings Glut Now a Savings Drought? • Robert Dugger, Hanover Provident |
12:30pm - 1:45pm (MDT) | Break |
2:00pm - 2:50pm (MDT) | Panel: Is Dysfunctional US politics Pushing Us to the Point of No Return? • Robert Dugger, Hanover Provident • Andrew Taylor, Political Alpha • Host: Harry Melandri, MI2 Partners |
2:50pm - 3:35pm (MDT) | Presentation • Jim Bianco, Bianco Research |
3:35pm - 3:55pm (MDT) | Break |
3:55pm - 4:40pm (MDT) | Unstable Equilibrium • Barry Knapp, Ironsides Macroeconomics |
4:40pm - 5:30pm (MDT) | Panel: Macro Outlook • Jim Bianco, Bianco Research • Julian Brigden, MI2 Partners • Barry Knapp, Ironside Macroeconomics • Host: Roger Hirst, Vision Creative Labs |
Thursday, September 28
9:00am - 9:05am (MDT) | Day 2 Kickoff • Julian Brigden |
|---|---|
9:05am - 9:50am (MDT) | Redefining 60/40 Porftolios • Tavi Costa, Crescat Capital |
9:50am - 10:35am (MDT) | Presentation • Trevor Hall, Clear Commodity Network |
10:35am - 11:05am (MDT) | Break |
11:05am - 12:00pm (MDT) | Panel: Precious Metals + Commodities • Tavi Costa, Crescat Capital • Trevor Hall, Clear Commodity Network • Host: Ronnie Aked, MI2 Partners |
12:00pm - 1:15pm (MDT) | Break |
1:30pm - 2:05pm (MDT) | Animal Spirits • Adam Thurgood, Hightower Advisors |
2:05pm - 2:50pm (MDT) | Presentation • Joe Cardello, August Wealth Advisors |
2:50pm - 3:40pm (MDT) | Panel: Portfolio Positioning • Adam Thurgood, Hightower Advisors • Joe Cardello, August Wealth Advisors |
3:40pm - 4:10pm (MDT) | Break |
4:10pm - 5:00pm (MDT) | Panel: Trade Ideas • Barry Knapp, Ironside Economics • Barrington Pitt-Miller, Wykeham Global Equity Alpha Offshore • Mike Taylor, PINK ETF Shares for the Cure • Host: Ronnie Aked, MI2 Partners |
5:00pm - 5:45pm (MDT) | Closing Q&A • Julian Brigden, Harry Melandri, Ronnie Aked |
SPEAKERS
Here are a few experts we’ll be hearing from over the course of the three day event. We’ll be confirming more speakers over the coming months.
Julian Brigden
Macro Intelligence 2 Partners, Co-Founder & President
Julian Brigden
Co-Founder & President
MI2 Partners
Dr. Pippa Malmgren
Economist, Technologist / Futurist, Presidential Advisor
Pippa Malmgren
Economist, Technologist / Futurist
Presidential Advisor
*virtual only*
Adam Thurgood
Managing Director & Partner, Hightower Advisors
Adam Thurgood
Managing Director, Partner
Hightower Advisors
Jim Bianco
Bianco Research, President & Macro Strategist
Jim Bianco
President & Macro Strategist
Bianco Research, LLC
Jim Bianco
Bianco Research, President & Macro Strategist
Mike Taylor
Portfolio Manager
& Managing Director
Critical Mass Partners LLC
Barry Knapp
Ironsides Macroeconomics LLC, Managing Partner & Director of Research
Barry Knapp
Managing Partner
& Director of Research
Ironsides Macroeconomics
Andrew Taylor
Founder & Managing Principal, Political Alpha
Andrew Taylor
Founder & Managing Principal
Political Alpha
*virtual only*
Tavi Costa
Crescat Capital, Portfolio Manager
Trevor Hall
CEO, Clear Commodity Network
Host of Mining Stock Daily podcast
Helen Thomas
CFA, Business Columnist, Former Global Hedge Fund Partner
Helen Thomas
CFA, Business Columnist, Former
Global Hedge Fund Partner
*virtual only*
Joe Cardello
Principal, August Wealth Advisors
Joe Cardello
Principal
August Wealth Advisors
Joe Cardello
Principal, August Wealth Advisors
Barrington Pitt Miller
CIO & Director
Wykeham Global Advisors
Helping you create calm out of chaos.
Macro Intelligence 2 Partners has been a go-to source for thoughtful macro analysis for over a decade and is thrilled to be bringing together a full slate of both heavy-weight thinkers and successful macro traders for several days of insightful presentations and intimate discussions.
Over the past few years, MI2 has helped clients navigate a number of big shifts, from buying the COVID dip, to the rampant inflation stemming from massive fiscal injections.
Now, as other themes our research has covered move to the fore, including the end of Corporate Capitalism and Accelerative Oscillations, it’s time to refine our thinking, challenge our assumptions, and look for opportunities ahead of what will likely be a wild ride as both policymakers and markets come to grips with the new normal.
That’s why we are bringing experts together to the macro event of the year to help you navigate through these times, and bring Calm to the Chaos.
POST-EVENT PASSES
Tier II: Luminary
Live + On Demand Access- On-demand access to videos of presentations & panel discussions
- PDFs of speaker presentations
- Special Global Macro Summit Debrief Report written by the MI2 Research team
Tier III: Bespoke
All Access + In Person- On-demand access to videos of presentations & panel discussions
- PDFs of speaker presentations
- Special Global Macro Summit Debrief Report written by the MI2 Research team
- Private, small group dinner after the summit: Reserve one seat for Dinner with Julian in NYC on November 1st.
Questions? email us at concierge@mi2partners.com
LOCATION (when & where)
A Beautiful Place, The Perfect Time of Year...
Tuesday September 26th – Friday, September 29th
Park Hyatt Beaver Creek
136 E. Thomas Pl
Beaver Creek, CO 81620
Bring a Social Guest...
This event is not just for the macro-minded. While you're engaged in speaker presentations and breakout sessions, your plus one can enjoy a plethora of mountain activities and excursions. In the evenings, create unforgettable memories together in the beautiful Vail Valley.
Join us for local excursions and activities
FAQ
September is the first month of the autumn in Vail, with an average temperature varying between 35°F and 61°F. We recommend smart casual (you can leave the tie at home unless you feel more comfortable wearing one) as well as leisure attire for local outdoor activities. Layers are always recommended as conditions fluctuate rapidly at 8150’ above sea level!
Main stage sessions will be recorded. Breakout sessions and roundtables will not be recorded, but key takeaways will be included in the post-event recap.
You can reserve a room at the event venue, the Park Hyatt Beaver Creek by using this link. Please note if you have VIP access, a room will be arranged for you.
- EGE – Eagle County Regional Airport 35 minutes from our venue.
- DEN – Denver International Airport 2 hour drive from our venue.
Transportation arrangements are included for the VIP tickets.
Alternative transportation options include:
- Rent a car. Parking is available at the Park Hyatt for $15 per night.
- Sign up for a limited spot on a shuttle we will arrange from Denver airport. Details to be announced.
- Arrange private car service through our recommended vendors :
Peak1 Express 855-467-3251
Epic Mountain Express 970-754-7433
Vail Powder Cars 970-446-1185
Please keep in mind that services like Uber & Lyft are not an option in Vail and cannot necessarily be guaranteed to and from Denver airport. We strongly suggest making arrangements in advance via one of the above recommendations.
Altitude sickness is unpredictable and can affect everyone differently. Here are our top tricks to best prepare:
- Hydrating in the days before your trip can help your body adjust to the high altitude quicker and ward off potential unpleasant side effects
- One Advil a day can help keep the altitude sickness away
Yes! There will be various organized activities for your Social Guest to experience while you enjoy the Summit! Your guest is also invited to attend excursions, breakfasts, as well as the reception & dinners.