10:15–11:15 a.m.

Progress Interrupted: The Revolt against the Status Quo and the Challenge to 20th Century Institutions

Neil Howe
Author and Managing Director of Demography
Hedgeye Risk Management

Michala Marcussen, CFA
Global Head of Economics
Societe Generale Corporate & Investment Banking

Willis Sparks
Director of Global Macro
Eurasia Group

Gillian Tett, Moderator
US Managing Editor
Financial Times

  • The Brexit vote, Trumpism in American politics, and growing separatist sentiments: Why is this happening, and what will be the consequences—constructive changes, or political and economic disarray?
  • How will the effects of demographics and generational cycles play out globally? What trends will dominate global growth? How will the West manage its massive government debt burdens supporting entitlements for rapidly aging populations?
  • Have terrorism, regional conflicts, and geopolitical tensions lead us to untenable positions in the path to globalization?

Tune in to this session as part of the Virtual Link.