I am thrilled to tell you about the 5th Annual Big Picture Conference coming up on October 8th in New York City. We are extremely excited about the speakers, topics, even the venue itself. And, we are expecting our largest audience yet.

I wanted to personally invite you as a reader of the Big Picture to what we believe will be an educational and fascinating look at the state of the global markets, economy, and the investing industry. These are all original thinkers, creators of the ideas that form our dialogue.

I’ve learned a lot from each of these speakers. I think you will too:

Michael Mauboussin: explains how to “Untangle Skill and Luck in Business, Sports, and Investing.” (He is author of The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing, managing director and head of Global Financial Strategies at Credit Suisse, and adjunct professor of finance at the Columbia University Business School.

Art Cashin, UBS   Art Cashin has been working the floor of the NYSE for over 40 years. Well known to CNBC viewers for his pithy updates, Art is one of the finest raconteurs you will ever hear. Many of my favorite Wall Street tales trace back to Art. I look forward to sitting down with him for a fascinating Fireside chat.

Jack Brennan, Chairman, Vanguard: Jack was CEO of Vanguard, helping to build the firm to over $1.2 trillion in assets. He is now Chairman, and will discuss the state of Wall Street as it affects the average investor. There are not more than 3 people in the world as knowledgeable about this subject as Jack is.

Stephanie Pomboy, Macro Mavens: one of the most respected economists in finance, her clients include billionaires, government agencies, and major corporations. Randall Forsyth, editor-in-chief of Barron’s, sits down with Stephanie to discuss the state of the economy.

James O’Shaughnessy, OSAM: One of the best known Quants on the street, Jim spoke at the 2012 conference, surprising everyone with his explanation as to why equities were undervalued and poised to rally. He was dead on, and I look forward to his analysis this year.

Josh Brown, Fusion/Ritholtz Wealth Management:  Josh has become well known to investors as one of the few people to listen to on CNBC. His insight and wit make his investing commentary a delight to read. Josh is moderating a panel of Market Strategists, including Art Hogan of Lazard Freres, Jeffrey Kleintop, LPL Financial and Dan Greenhaus, BTIG

Mike Santoli, Yahoo Finance: Longtime market watcher is moderating a panel of experts looking at the “The New, Smaller Wall Street.” Mike is a very sharp journalist, and this looks to be a great discussion. (We’ll have more on his guests soon).

We began these one-day conferences in the midst of the credit crisis in the heart of the downturn back in 2009. The goal was to bring fresh thinkers and new ideas to my circle of investing colleagues. The usual suspects – pundits, market professionals and media – did not distinguish themselves in advance of the crisis. I wanted to drive a more intelligent debate than what we had seen before and after the crisis.

The idea took hold, and it has become an annual event since.

Space is extremely limited, so if you are planning on attending, please sign up right away to reserve your seat. We have worked hard to keep the costs as low as possible ($249).

I hope to see you there!



The Big Picture Conference 

Date: October 8th, 2013

Locale: McGraw Hill conference facility, 1221 Avenue of the Americas (6th Ave  between 48th & 49th).


Eventbrite - The Big Picture Conference 2013

Category: Markets

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

3 Responses to “Mike Belkin at The Big Picture Conference 2012”

  1. Angryman1 says:

    Policy rates do not matter. It is the rates charged consumers that matters. Those are kept low by usury laws that force banks and other lenders to lend purely on the ability of the borrower to repay the debt without the wealth redistribution from those with the money to those without it called bankruptcy.

    The high consumer debt in the US has come as the usury rates were eliminated on the “liberty” basis that consumers should be free to chose to borrow at 18% or 27% or 500%, and get so deep in debt they must cut back on the consumption that benefits the family.

    If the Fed rate were 10% but the usury rate were 15%, borrowing would be limited to the amount of savings that was occurring, and the debt would be secured by durable assets.

    But today, banks can lend money they get for 2% for 18% and let one out of ten default and erase the debt in bankruptcy, and still make huge profits. They want debt for consumption because that ensures ever more debt and ever more interest paid with less and less consumption by consumers as they struggle to pay bank profits.

  2. Singmaster says:

    $249 is a great price and as much as I would like to attend, I live on the West coast and it’s not practical.
    Are you offering webcam or after the fact video? Options for us non NYers?