The Big Picture
BCA’s 45th Annual Conference
October 22 2025
The Times Center 242 West 41st Street
New York
Conference Topics
Technology beyond AI
Our speakers will focus on technology opportunities beyond merely investing in AI, not drone on forever about how AI will change the world.
Geopolitics beyond Unipolarity
The world is multipolar. We told you this in 2012. Now it is both cliché and consensus. But… what does it actually mean for investors?
Markets beyond the Bull Market
All bull markets end and so will the current one. What should investors do to prepare for the end… and for the world beyond.
Markets beyond the Consensus
Return of deflation, European outperformance, return of China, a commodity bear market… We offer a platform to the unloved themes.
Trades and Investment Themes
As always, our focus is purely on the markets. Stay until the very end of the event for our tradition of letting BCA strategists wrap up the themes and trade ideas.
Conference Hosts
Garry Evans
Head of BCA Research Solutions
Marko Papic
Head of BCA Access
The Premier Macroeconomic Event of 2025
Direct access to leaders
From the worlds of finance, economics, and geopolitics.
Outlooks for all major asset classes
Equities, fixed income, currencies, commodities, real estate, and private markets.
Networking opportunities
With fellow attendees and our unparalleled set of BCA Strategists.
Panel discussions
Focused on innovative trade ideas and the impact of technological innovation on global markets.
"It has become clichéd to refer to annual conference gatherings as attempts to make sense of the market volatility amidst the geopolitical and technological uncertainty. But sometimes cliches reveal the truth. In the case of BCA’s The Big Picture, this really is the case”.
At BCA Research, we have embraced the VOL for three quarters of a century. We do not instinctively perceive the unknown as a reason to panic, lament over the passage of “easy times,” or tell clients to seek cover and buy gold (although buying gold may make sense!). We dive head first into the fog of war and seek to find market relevance – and more often…irrelevance - in the headlines.
Marko Papic, Head of BCA Access & Conference Host
Venue & Pricing
The Big Picture
The Times Center
242 West 41st Street, New York, NY
Oct 22 2025
Format: In-person conference with panels and workshops
In-Person Pass: Early Bird Rate - $1,795 (after May 1: $1,995)
Reserve My Space
Early Bird Rate - $1,795 (after May 1: $1,995)
You will receive an invoice within the next 7 days, due within 30 days of receipt.
Cancellation requests received from attendees more than 90 days prior to the conference start date will be refunded in full. Any cancellation requests received between 30 to 89 days prior to the conference will receive a full credit (of the amount paid for the conference) to be applied to a future BCA conference. No refunds or credits will be granted for cancellation requests received less than 30 days before the conference commencement date. However, you may send a substitute attendee (from the same firm) to the conference. Any substitution requests must be made in writing (email), no later than 7 days prior to the conference start date.