Tokyo Working Lunch

Monday, May 8, 2017 - 11:30AM to 1:00PM
"China in the Shadow of Trump" - This will be a China/Asia focused lunchtime presentation given by Arthur Krober (Head of Research) covering macro economics and Chinese international relations.

Lunchboxes will be provided.
Address: SMBC, 20th Floor Shin-Marunouchi Bldg. 5-1 Marunouchi 1-chome, Chiyoda-ku, Tokyo 100-6524
RSVP: [Register Here ]

Seminar at The British Embassy Tokyo

Tuesday, May 9, 2017 - 4:00PM to 6:30PM
Arthur Krober – (Head of Research) will present "China in the Shadow of Trump"
Neil Newman – (Analyst) will present "Japan’s next Baby Boom"

This event is kindly hosted in the British Embassy by the Director of Economic Affairs with the British Chamber of Commerce Japan. It is a paid event, but entry is free to all Gavekal subscribers.

Please bring a government issued photo-ID or your passport, and allow 10-15 minutes for a security check.
Address: British Embassy Tokyo No 1 Ichiban-cho, Chiyoda-ku, Tokyo 102-8381
RSVP: [Register Here ]

Stockholm Seminar

Wednesday, May 10, 2017 - 3:00PM to 4:30PM
Charles Gave & Pierre Gave will present macro and market views for the coming quarters.
Address: Grand Hotel, Conference Room Stockholm, S. Blasieholmshamnen 8, 103 27 Stockholm, Sweden
RSVP: Daniel Sjogren ( [Register Here ]

Madrid Seminar

Friday, May 12, 2017 - 9:00AM to 11:00AM
Pierre Gave will present the macro economic situation and the Gavekal investment policy
Didier Darcet will present Track Macro: a new service that Gavekal proposes (TrackMacro is a client application installed on your PC or tablet tracking equity risks in 40 countries in a systematic manner. It combines fundamental macro rules and artificial intelligence)
Address: Hotel Intercontinental Madrid (Paseo de la Castellana, 49)
RSVP: Nicolas Schoeffler ( [Register Here ]

Sydney Seminar

Tuesday, May 16, 2017 - 9:00AM to 11:00AM
Anatole Kaletsky and other Gavekal analysts will present their latest views
Address: Radisson Blu Plaza, 27 O'Connell St, Sydney
RSVP: Andrew Kelly ( [Register Here ]

New York Seminar

Wednesday, May 24, 2017 - 8:30AM to 11:30AM
Presentations by Charles Gave, Louis-Vincent Gave, and Tom Miller. Arthur Kroeber present as moderator.

Breakfast will be served starting at 8:00AM before the opening remarks at 8:30AM.

Please note that the club requires a jacket and tie for gentlemen.
Address: The University Club - 1 West 54th Street, New York City
RSVP: Nicolas Oudin ( [Register Here ]

Zurich Seminar

Thursday, June 1, 2017 - 9:00AM to 11:00AM
Anatole Kaletsky and Cedric Gemehl will present their latest global and European macroeconomic research with market implications following the French elections.
Address: Zunfthaus Zur Zimmerleuten, Limmatquai 40, 8001 Zurich
RSVP: Julien Jason Guillaume ( [Register Here ]

San Francisco Seminar

Thursday, June 8, 2017 - 4:00PM to 6:00PM
The New Geopolitical Order: Technology, Globalization and Populism

Over the past three decades, globalization and technological change have reshaped the world economy. These forces are now under threat from an American populist backlash that calls into question the US commitment to free flows of trade and investment, and to the alliance structures in Europe and Asia that have ensured geopolitical stability.

In this new environment, investors face a host of vexing questions: Is the era of "Pax Americana" drawing to a close? Will the Trump administration boost US growth through tax cuts and deregulation, or choke it off with protectionism? Will technology destroy old jobs faster than it can create new ones, exacerbating the populist backlash? What are the consequences of the rise of China and the decline of US influence in Asia, the world's most dynamic economic region?

To gain insight on these questions, please join us for a free-wheeling debate featuring Gavekal partners Louis-Vincent Gave and Anatole Kaletsky, Passport Capital founder and CIO John Burbank.
Address: The University Club of San Francisco, 800 Powell Street
RSVP: Steve Miller ( [Register Here ]

Seminar in Paris

Friday, October 13, 2017 - 9:00AM to 11:00AM
Address: Cercle Interalliee 33 rue du Fbg St Honore 75 008 Paris
RSVP: Nicolas Schoeffler ( [Register Here ]