top of page
2026
SCHEDULE
BY DAY
MAY 13
WEDNESDAY
12:00 PM — 8:30 PM
Check-in/Registration
4:30 PM — 6:00 PM
Welcome Session + QA Hedgeye Process
with Keith McCullough, Josh Steiner & selected Sector Heads
3:00 PM — 4:25 PM
6:30 PM — 8:30PM
Welcome Cocktails
MAY 14
THURSDAY
7:00 AM — 8:45 AM
Continental Breakfast
9:00 AM — 9:45 AM
The Macro Show - Broadcast Live from Hyatt
11:00 AM — 12:00 PM
Real Conversations with Special Guest
1:00 PM — 5:30 PM
"Macrocosm Live" with Special Guests
6:30 PM
Buses depart for Breakout Dinners
8:00 AM — 10:00 AM
Late Registration
10:00 AM — 10:45 AM
The Call - Broadcast Live from Hyatt
12:00 PM — 1:00 PM
Lunch
5:30 PM — 6:30 PM
Cocktails
7:00 PM — 11:00 PM
Breakout Dinners
MAY 15
FRIDAY
7:00 AM — 9:00 AM
Continental Breakfast
10:00 AM — 10:45 AM
12:00 PM — 1:00 PM
Buffet Working Lunch
1:45 PM — 2:30 PM
Macro Team Presentation
4:00 PM — 7:00 PM
THE SEND-OFF... ONE LAST ROUND
9:00 AM — 9:45 AM
11:00 AM — 11:45 PM
1:00 PM — 1:45 PM
2:30 PM — 3:30 PM
Keith M Portfolio Construction
bottom of page