2026
SCHEDULE
BY DAY
MAY 13
WEDNESDAY
12:00 PM — 8:30 PM
Check-in/Registration
Mead Pre-Function Foyer
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
Riverside Ballroom
6:30 PM — 8:30PM
Welcome Cocktails
Garden Court
MAY 14
THURSDAY
7:00 AM — 8:45 AM
Continental Breakfast
Suncourt
8:00 AM — 10:00 AM
Late Registration
Mead Pre-Function Foyer
9:00 AM — 9:45 AM
The Macro Show - Broadcast Live from Hyatt
Regency Ballroom
10:00 AM — 10:45 AM
The Call - Broadcast Live from Hyatt
Regency Ballroom
11:00 AM — 11:35 AM
A Real Conversation with Jim Rickards
(Investment Advisor, Lawyer, and Bestselling Author)
Regency Ballroom
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
Regency Ballroom
12:00 PM — 1:00 PM
Lunch
Suncourt
12:30 PM — 1:00 PM
Book Signing with Bob Rich and Neil Howe
Outside Suncourt
1:00 PM — 5:30 PM
"Macrocosm Live" w/ Special Guests:
Regency Ballroom
-
Neil Howe
-
Dr. Gio Valiante
-
Mike Taylor
-
John Spytek
-
Scott Smitson
-
Dennis Kwok
-
Michael Blum
-
Danielle DiMartino Booth
5:30 PM — 6:30 PM
Cocktails
Regency Foyer / Patio
7:00 PM — 11:00 PM
Breakout Dinners at Hyatt Regency
MAY 15
FRIDAY
7:00 AM — 9:00 AM
Continental Breakfast
Suncourt
9:00 AM — 9:45 AM
Sector Breakout Session I:
-
Retail - Brian McGough (Mead C)
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Energy - Fernando Valle (Mead B)
-
Restaurants - Bennett Cheer (Mead A)
-
HGRO - Sam Rahman (Condes)
10:00 AM — 10:45 AM
Sector Breakout Session II:
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Gaming, Lodging & Leisure - Sean Jenkins (Mead C)
-
Industrials - Jay Van Sciver (Mead B)
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Healthcare - Tom Tobin (Mead A)
-
Demography / HEFT - Neil Howe (Condes)
11:00 AM — 11:45 AM
Sector Breakout Session III:
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Communications, Software - Andrew Freedman (Mead C)
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Macro Policy - JT Taylor (Mead B)
-
Capital Allocation / HECA - Robert McGroarty (Mead A)
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​Tier1 Alpha – Craig Peterson (Condes)
12:00 PM — 1:00 PM
Buffet Lunch
Suncourt
1:00 PM — 1:45 PM
Sector Breakout Session IV:
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Global Technology - Felix Wang (Mead C)
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Financials - Josh Steiner (Mead B)
-
Consumer Staples - Daniel Biolsi (Mead A)
-
HELS – R. Patrick Kent (Condes)
1:45 PM — 2:30 PM
Macro Team Presentation
Regency Ballroom
2:30 PM — 3:30 PM
Keith McCullough Portfolio Construction
Regency Ballroom
4:00 PM — 7:00 PM
Closing Bell: Cocktails & Send Off
Regency Foyer & Patio