| Dear Friend, Just as we were ready to finalize the list of speakers for the 2019 Strategic Investment Conference, something happened that turned an already excellent SIC lineup into a spectacular one. Hedge fund superstar Kyle Bass agreed to join us for our China panel at the SIC, which is a very big deal. The last time we saw Kyle at the SIC was in 2015. I can tell you, getting a hold of this guy is harder than winning the Super Bowl when you are down by 7, inside your own 10-yard line, with 20 seconds left on the clock, and no timeouts left. To give you an idea why he is so coveted as a speaker, let me talk about Kyle for a moment. He is the founder and chief investment officer of Hayman Capital Management, and one of the most respected men in hedge fund circles and the investment world as a whole. His unique talent is homing in on global event-driven opportunities on behalf of his big-name clients. He predicted the subprime credit crisis and made perfectly timed calls on the pharmaceutical industry and Asia. He has testified as an expert witness before the House and Senate, and the Financial Crisis Inquiry Commission. His controversial opinions are almost guaranteed to rev up the energy at our SIC China panel. If you have any doubt, please watch this recent CNBC interview. As you can tell, he certainly isn’t holding back. With your SIC 2019 Virtual Pass, you’ll have a chance to see Kyle live in action and ask him a question when it is time for the Q&A part... or vote on the questions you want him to be asked. And, of course, after the SIC is over, you can re-watch the video recording of the China panel as often as you like. I can’t tell you how excited I am at the chance to personally welcome him on the SIC stage—and I really wish you could see him too. So grab your heavily discounted Virtual Pass today so you are ready to go once the SIC starts. I hope you won’t miss this chance. Your feeling like he scored a touchdown analyst, John Mauldin
Chairman, Mauldin Economics | 