Donald Coxe has more than 39 years of institutional investment experience in Canada and the US. He is Strategy Advisor to BMO Financial Group with $500 billion under management.
From his office in Chicago, Don heads up the Global Commodity Strategy investment management team – a collaboration of Coxe Advisors and Harris Investments – to create and market commodity-oriented solutions for investors. He is advisor to the Coxe Commodity Strategy Fund and the Coxe Global Agribusiness Income Fund in Canada, and the Virtus Global Commodity Stock fund in the US.
Mr. Coxe has consistently been named as a top portfolio strategist by Brendan Wood International; in 2011, he was awarded a lifetime achievement award and he was ranked number one in the 2007, 2008, and 2009 surveys.
David Webb is a Sweden-based hedge fund manager and founder of Origin Investments, AB. You may have never heard of him, but in the hedge fund world Webb is considered something of a phenomenon – thanks to his exceptional track record of using neutral long/short equity strategies to profit even through the most challenging markets, producing a cumulative return of 258% between September 1, 1998, and November 9, 2002, the period leading up to and including the dot-com crash. Discussing his performance after markets crashed following 9/11, the Hedge Funds Review said, "The recent terrorist attacks, which created the single worst week in the history of the US equity markets, didn't take David Webb out of his game. The US equity markets might appear to be in a state of endless free-fall, leaving ordinary investors with their incredibly shrinking portfolios, but don't expect to see a frown on the face of Webb. So far this year, Webb has seen the $1bn hedge fund that he manages gain a whopping 40%. And this comes on the heels of a 56% gain last year." David will be flying in from Sweden to discuss the paradigm collapse he sees ahead, and how to invest.
There will be a number of additional faculty members, which we will be announced in the coming weeks. And - to ensure you get all of your questions answered about navigating the politicized economy, as well as expert insights into the best ways to invest in it - there will also be...
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Special Investment Panels
- Navigating the Politicized Economy – This panel, which will feature Lacy Hunt, Don Coxe, Bob Hoye, Eric Sprott, David Webb, and Terry Coxon, is tasked with identifying the specific options the government is likely to take in order to try to kick the can down the road, and the common sense actions that every investor can take to structure a bullet-proof portfolio;
- Alternative Investments, moderated by Alex Daley will focus on a number of bold new ways to profit outside of traditional stocks - or even commodity markets;
- Casey's Best of the Best Panel, a panel of senior Casey Research analysts including Louis James, Marin Katusa, Alex Daley, Jeff Clark and Dan Steinhart on their best-of-the-best recommendations (this one panel alone should pay for the conference many times over), and;
Plus, as always, you'll find the unique opportunity to network with other attendees and with senior executives of some of our favorite companies in the "Map Room," at cocktail receptions, and at a gala banquet.
Register now to save $300
This page will be continuously updated so check back frequently for additional speakers and panels. But in the meantime, I strongly encourage you to register today to secure your seat at the special early-bird price.
Your registration fee includes admission to all general sessions, handouts, continental breakfasts, refreshment breaks, and buffet lunches each day, Friday's reception and Saturday evening's reception and dinner. Fees do not include hotel and travel accommodations.
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Before signing off, a closing word about a couple of the less obvious but very tangible benefits of attending these Summits that may even transcend the excellent program and faculty.
One of those benefits is the opportunity to step away from your daily routine and concentrate intensely and with few distractions on matters that are of extreme importance to your future and the future of your family and friends.
As I probably don't need to tell you, the global economy is teetering on the edge of a precipice, with governments the world over scrambling to keep their houses of cards from falling over. Their potential, and probable, policy actions will have very real consequences for us all – giving rise to very serious threats to savings built up over a lifetime. As you will hear in Carlsbad, correctly anticipating their political moves can be very rewarding for the informed investor. Dedicating just a few days out of the 365 in a year to understanding the economy and investment markets doesn't just make good sense, it is essential.
The second benefit has to do with networking. Earlier, I mentioned the Jelly Donut Brotherhood. Despite the humorous name, this and a number of similar groups of attendees are invaluable as they allow the participants to share ideas and resources between themselves and with members of the faculty long after the three days of the event.
To name just one example of how this networking can provide benefits well above the norm, people often ask us how they can get into the most prospective early-stage deals. Well, a good amount of those invitations come about through personal contacts with people in the know. And you will meet a lot of people in the know at the Carlsbad Summit.
Registration Is Now Open –
and Strictly Limited
Attendance of our Summits is strictly limited to guarantee participants one-on-one time with our blue-ribbon faculty and the Casey analysts. Reservations are first-come, first-served. After that limit is reached, registration will be closed – no exceptions.
As an added benefit, we were able to negotiate very advantageous room rates for a limited block of rooms at the beautiful Park Hyatt Aviara Resort in Carlsbad – one of our favorite Summit venues. Again, however, when they are gone, they are gone.
So, if you are considering to attend this very timely, lively, and profitable Summit, please do not put off reserving your seat – submit your email just below to enter our secure registration site.
7100 Aviara Resort Drive,
Carlsbad, California, USA 92011
Tel: +1 760 448 1234
Fax: +1 760 603 6801
Casey Research is happy to return to the Aviara - one of the finest Summit venues we've been to
Situated on Southern California's sun-drenched Pacific Coast, Park Hyatt Aviara Resort is a luxurious seaside hotel in Carlsbad, California, just north of San Diego, where you are inspired to relax and indulge. From atop a high ridge on the shore of Batiquitos Lagoon, overlooking the Pacific Ocean, Park Hyatt Aviara is a San Diego resort that's far from ordinary.
The resort's Spanish colonial architecture welcomes you with a sense of casual elegance, and the lush landscape, edged by one of the top golf courses in San Diego, surrounds you in beauty and tranquility.