March 5, 2026
Friends,
Dana White is set to announce the card for the UFC White House “250th Anniversary” event on June 14th in coming days.
I’m front running him. I can share the card for the MacroMinds 5th Anniversary Event on June 4th. It’s already epic and will only get stronger. Please read on and please consider having your firm involved as a sponsor (more on that below).
MacroMinds…A Mission-Driven Symposium
Compute may be in short supply, but there is certainly no shortage of investment conferences. This one is different because of the caliber of speakers, the caliber of attendees and the reason everyone has decided to show up: to support students. Our work at the 2026 event benefits 100 Women in Finance, NYC First, focused on STEM and robotics, and Opportunity Music Project, teaching music theory. Since inception, the MacroMinds initiative has raised $1.7mln on behalf of 12 organizations.
Uncertainty Everywhere You Look
A month ago, Google issued a 100-year bond. It’s an awfully long maturity. Time and uncertainty have always been mathematically linked. In today’s risk environment, a year, forget 100 years, feels like an eternity. The world’s strategic alignment is shifting quickly. Technological change is imposing itself in all corners of industry, optimistically for good, but with potentially significant and unknowable consequences. US government debt is a problem with deep agency costs standing in the way of addressing it. These uncertainties bring great importance to our work at the MacroMinds Symposium on June 4th in New York City. We’ll be back at the Times Center, a truly magnificent event space that facilitates the thought leadership and mindshare among guests we are aiming for. Our “card”, as Dana White would call it, is stacked and I am deeply grateful that our speakers are lending their time and insights to support our beneficiaries!
“Thinking in Bets”
Annie Duke’s book teaches us to think probabilistically. As market participants, we embrace decision-making under uncertainty and are naturally on the lookout for cheap optionality. We are also habit prone and we overprice the need to be in front of screens each day. I’d like you to think about the MacroMinds event as getting long a cheap, highly convex option. Its payout is three-fold: the inspiration from being a part of our efforts to support education; accessing the insights offered by the incredible line-up of speakers; and lastly, the “spontaneous collaboration” with like-minded industry colleagues. In the process, you are building the most durable capital around: relationship capital. Claude can do a lot, but it can’t do that.
Ways to Be Involved
I am grateful to the 2026 Sponsors for making our work possible and I would appreciate it if you would see if your firm might find value in being a sponsor as well. There are plenty of ways to be involved in support of this year’s event. Here is a link to our Sponsorship Document. I’m also excited to offer our Premiere Sponsors (10k and Higher) an opportunity to participate in a thought leadership initiative ahead of the Symposium. It’s a great way to showcase your expertise and is perfectly consistent with a main goal of MacroMinds: to elevate ideas and analytical thinking on markets.
Please reach out over email and I can provide additional information over a call or Zoom.
I appreciate your interest!
Sincerely, Dean
Founder, MacroMinds Foundation