Notz Stucki’s 2019 investment conference, which took place in June this year, featured in-depth presentations from Anatole Kaletsky (founder & co-chairman of Gavekal), Grace Lu (founder & CIO of LyGH Capital) and Markus Bihler (co-founder of Builders Union Asset Management).

James Macpherson from Notz Stucki has written up some of the key insights/takeaways, but I also recommend browsing through the speaker presentations, which the firm has been kind enough to share publicly.