Please join us for our annual Charterholder Recognition event as we honor our new chartholders for this year. The guest speaker for this event will be Marko Papic, Chief Strategist for BCA Research. Mr. Papic will discuss geopolitical strategy and how it has become an essential component to investment strategy.
Geopolitics has consistently been relevant to the investment climate, but the importance of geopolitical analysis has accelerated since 2008. Complicating investors’ efforts to make sense of the new normal are two key factors. The first is the end of ‘hegemonic stability.’ With the U.S. power declining, in relative terms, there is less clarity on who enforces the ‘rules of the game’ in the anarchic international realm, or even what the rules of the game are. The second is the erosion of state power in the cyber realm and the empowerment of individuals.
The presentation will give an overview of what this ‘Age of Atrophy’ looks like and what some of the most important trends may be in the coming decade. We will then focus in on the next 12 months, with an overview of the risks (and opportunities!) in 2014.