2026
SCHEDULE
BY DAY
MAY 13
WEDNESDAY
12:00 PM — 8:30 PM
Check-in/Registration
3:00 PM — 4:25 PM
Roundtables: subscriber networking
View Schedule
4:30 PM — 6:00 PM
Welcome Session + QA Hedgeye Process
with Keith McCullough, Josh Steiner & selected Sector Heads
6:30 PM — 8:30PM
Welcome Cocktails
MAY 14
THURSDAY
7:00 AM — 8:45 AM
Continental Breakfast
8:00 AM — 10:00 AM
Late Registration
9:00 AM — 9:45 AM
The Macro Show - Broadcast Live from Hyatt
10:00 AM — 10:45 AM
The Call - Broadcast Live from Hyatt
11:00 AM — 11:35 AM
A Real Conversation with Jim Rickards
(Investment Advisor, Lawyer, and Bestselling Author)
11:40 AM — 12:00 PM
“Shaking the Snow Globe: Flow, Trauma, and the Power to Reframe” - A presentation by former Top Gun pilot Brian “Ponch” Rivera
12:00 PM — 1:00 PM
Lunch
1:00 PM — 5:30 PM
"Macrocosm Live" w/ Special Guests:
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Neil Howe
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Dr. Gio Valiante
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Mike Taylor
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John Spytek
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Scott Smitson
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Dennis Kwok
-
Michael Blum
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Danielle DiMartino Booth
5:30 PM — 6:30 PM
Cocktails
6:30 PM
Buses depart for Breakout Dinners
7:00 PM — 11:00 PM
Breakout Dinners
MAY 15
FRIDAY
7:00 AM — 9:00 AM
Continental Breakfast
9:00 AM — 9:45 AM
Sector Breakout Session I:
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Retail - Brian McGough
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Energy - Fernando Valle
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Restaurants - Bennett Cheer
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HGRO - Sam Rahman
10:00 AM — 10:45 AM
Sector Breakout Session II:
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Gaming, Lodging & Leisure - Sean Jenkins
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Industrials - Jay Van Sciver
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Healthcare - Tom Tobin
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Demography / HEFT - Neil Howe
11:00 AM — 11:45 PM
Sector Breakout Session III:
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Communications, Software - Andrew Freedman
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Macro Policy - JT Taylor
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Capital Allocation / HECA - David Salem
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​Tier1 Alpha – Craig Peterson
12:00 PM — 1:00 PM
Buffet Working Lunch
1:00 PM — 1:45 PM
Sector Breakout Session IV:
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Global Technology - Felix Wang
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Financials - Josh Steiner
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Consumer Staples - Daniel Biolsi
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HELS – R. Patrick Kent
1:45 PM — 2:30 PM
Macro Team Presentation
2:30 PM — 3:30 PM
Keith McCullough Portfolio Construction
4:00 PM — 7:00 PM
Closing Bell: Cocktails & Send Off