You are invited to Exante Data’s 10-Year Anniversary Conference, Outlook 2036 - hosted in partnership with Vanda - for a powerful, data-backed look at the macro shifts that will redefine global markets through 2036.
The world is changing. The next ten years will be nothing like the previous decades. Policy making is different. The global financial architecture is shifting and investors are behaving differently. Macro is more important than ever, for all asset classes.
Outlook 2036 brings together Exante Data’s ten-year legacy in macro and policy analysis with Vanda’s real-time positioning and flow data and insights, offering a richer, more comprehensive perspective on the forces shaping global markets. Combining expert insights and proprietary data sets from Exante Data, Vanda and host of excellent speakers, the conference will examine the trends that will define the next era of global macro investing.
AGENDA
8:15 AM
Registration Open
9:00 AM – 9:30 AM
The Future of US Economic Policy - Treasury Secretary
Speakers: Scott Bessent, Jens Nordvig (Moderator)
9:30 AM – 9:45 AM
Opening Remarks
Speaker: Angus Hume, Jens Nordvig
9:45 AM – 10:30 AM
The Role of the Dollar and FX Hedging
Speakers: Hyun Song Shin, Steve Saldanha, Brad Setser, Alex Etra (Moderator)
10:30 AM – 11:15 AM
Stablecoins and Global Financial Architecture: Why You Should Care
Speakers: Marcel Kasumovich, Chris Marsh
11:15 AM – 12:00 PM
Critical Resources & Geopolitics
Speakers: Grant Wilson, Wouter Jongbloed
12:00 PM – 1:30 PM
Lunch
1:30 PM – 2:10 PM
Retail Flows and Macro Markets
Speakers: JJ Kinahan, Steve Quirk, Eric Liu (Moderator)
2:10 PM – 3:05 PM
AI: Impact on Economy and Investment Themes
Speakers: Ben Samild, Karen Karniol-Tambour, Jens Nordvig
3:05 PM – 3:45 PM
Stopping for Gas
Speakers: Alan Taylor, Chris Marsh (Q&A Moderator)
3:45 PM – 4:30 PM
Global Monetary Policy Discussion
Speakers: Richard Clarida, Anna Wong, Chris Marsh
4:30 PM – 4:40 PM
Closing Remarks
Speakers: Angus Hume, Jens Nordvig
4:40 PM – 6:30 PM
Cocktail Party
CONFIRMED SPEAKERS
Scott Bessent
US Treasury Secretary
Alan Taylor
MPC member, Bank of England
Hyun Shin
Head of the Monetary and Economic Department, BIS
Anna Wong
Chief US Economist, Bloomberg Economics
Richard Clarida
PIMCO & Former Vice Chair, Federal Reserve Board
Ben Samild
Chief Strategist, Abu Dhabi Investment Council
Karen Karniol-Tambour
Co-CIO, Bridgewater Associates
Grant Wilson
Executive Chair, Tivan Limited
Brad Setser
Council on Foreign Relations
Marcel Kasumovich
Former CIO, Coinbase
Eric Liu
Co-Founder, Vanda
Image Caption
JJ Kinahan
SVP, Cboe Global Markets
Steve Saldanha
Executive Managing Director, Total Fund Management, Ontario Teachers’ Pension Plan
Chris Marsh
Chief Economist, Exante Data
Image Caption
Alex Etra
Head of Research Analytics, Exante Data
Wouter Jongbloed
Head of Political Risk Analysis, Exante Data
Steve Quirk
Chief Brokerage Officer, Robinhood
Angus Hume
Chief Executive Officer, Vanda
SESSION THEMES
US Economic Policy (Trump II and Beyond)
The Future of Global Monetary Policy
AI (Productivity, Inequality and Geopolitics)
The Race for Resources: Critical Minerals and Beyond
The New Financial Architecture: New Reserve Assets & Stablecoins in a Multipolar World
The New Power of Retail Flow
Asset Allocation Trends and the Role of the Dollar in the Coming 10 Years
OUTLOOK 2036 will be hosted by Jens Nordvig, Founder of Exante Data.
Jens Nordvig
Founder at Exante Data
Jens has an unbroken track record as leading markets strategist that spans well over two decades. For five years running, including the European financial crisis, Jens was the #1 ranked currency strategist by Institutional Investor. He was also awarded the Wolfson Economics Finalist Prize. Previously, Jens was a Managing Director at Goldman Sachs, a Senior Investment Associate at Bridgewater Associates and Head of Fixed Income Research and Global Currency Strategy at Nomura Securities. Jens is also at the forefront of using AI in connection with financial market analysis within MarketReader (a company he co-founded in 2021).
Jens holds a PhD in Economics from the University of Southern Denmark as well as MA and BA degrees in economics from the University of Aarhus. He is a frequent guest on CNBC and Bloomberg TV and has published op-eds in The Financial Times. Jens is regularly interviewed by Barrons and Forbes. He is the author of The Fall of the Euro (McGrawHill, 2013).
You can find more information about his career and achievements on Wikipedia and on Bloomberg.
.png)
.png)
