The Great Global Shift: New World, New Rules

WATCH THE WEBCAST

CNBC's Ron Insana talks with our panelists and co-authors about the sweeping changes toppling the old geo-political order and the steps investors can take now to seek preservation and growth in a very different world.

Ian Bremmer

President of Eurasia Group, a leading consultancy on geopolitical risk

Lisa Shalett

Chief investment Officer for Merrill Lynch Global Wealth Management and head of Investment Management & Guidance

READ AND DOWNLOAD THE WHITEPAPER

The Great Global Shift: New World, New Rules

Ian Bremmer and Lisa Shalett lay out an accessible action plan for all investors impacted by the great global shift — which is to say all investors.

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Ron Insana is a CNBC senior analyst and commentator and host of a "The Insana Quotient," a nationally-syndicated daily radio show. He is also the Wealth Advisor at Kubera Advisors, a "whole life" advisory group that offers financial, legal, health and wellness counseling to high-net worth individuals and families. Previously, Insana was a managing director at SAC Capital Advisers, an $11 billion hedge fund, run by Steven A. Cohen. Prior to joining SAC, Insana was the president and CEO of Insana Capital Partners, where he managed the $120 million Insana Capital Partners Legends Fund.

For over two decades, Insana was and remains a familiar face on business television, spending 26 years as a veteran anchor, and contributor, at CNBC and its forerunner, the Financial News Network. Insana was named one of the top 100 business journalists of the 20th Century, by the TJFR Group, has written for USA Today, Money magazine, hosted a nationally syndicated radio show and has written 4 books about Wall Street and the financial markets. Insana joined CNBC in 1991 as a regular contributor to CNBC and its affiliates and left his full-time position at CNBC in 2006. Before moving to CNBC in 1991, Insana worked as managing editor and senior anchor for the Financial News Network, where he began his career in 1984 as a production assistant.

Insana is the author of Traders" Tales (1997), The Message of the Markets (2000), Trend Watching (2002) and How to Make a Fortune from the Biggest Bailout in U.S. History: A Guide to the 7 Greatest Bargains from Main Street to Wall Street (Winter 2009). He graduated with honors from California State University at Northridge.

Ian Bremmer is the president of Eurasia Group, the leading global political risk research and consulting firm.

In 1998, Bremmer founded Eurasia Group with just $25,000. Today, the company has offices in New York, Washington, and London, as well as a network of experts and resources around the world. Eurasia Group provides financial, corporate, and government clients with information and insight on how political developments move markets.

Bremmer created Wall Street’s first global political risk index, and has authored several books, including the national bestseller, The End of the Free Market: Who Wins the War Between States and Corporations?, which details the new global phenomenon of state capitalism and its geopolitical implications. He also wrote The J Curve: A New Way to Understand Why Nations Rise and Fall, which was selected by The Economist as one of the best books of 2006, and The Fat Tail: The Power of Political Knowledge for Strategic Investing. Bremmer is a contributor for the Financial Times A-List and Reuters.com, and writes "The Call" blog on ForeignPolicy.com. He has also published articles in the Wall Street Journal, the Washington Post, the New York Times, Newsweek, Harvard Business Review, and Foreign Affairs. He is a panelist for CNN International’s "Connect the World" and appears regularly on CNBC, Fox News Channel, National Public Radio, and other networks.

Bremmer has a PhD in political science from Stanford University (1994), and was the youngest-ever national fellow at the Hoover Institution. He presently teaches at Columbia University, and has held faculty positions at the EastWest Institute and the World Policy Institute. In 2007, he was named a Young Global Leader of the World Economic Forum. His analysis focuses on global macro political trends and emerging markets, which he defines as "those countries where politics matter at least as much as economics for market outcomes."

Bremmer grew up in Boston, and now lives in New York and Washington, DC.

Lisa Shalett, Managing Director, Chief Investment Officer of Merrill Lynch Global Wealth Management (GWM) and Head of Investment Management & Guidance (IMG). She is responsible for Merrill Lynch's investment strategy around the world and oversees IMG's investment analytics and investment guidance teams as well as the Ultra High Net Worth (UHNW) Investment Office, which creates institutional-caliber investment policies, asset allocation and portfolio solutions for UHNW clients. Lisa has over 17 years of investment industry experience and was most recently at AllianceBernstein, L.P., where she served as a partner and head of Global Growth Equities. Prior to that, she was chief executive officer of Sanford C. Bernstein, LLC where she oversaw global research, sales and trading. Earlier in her career, Lisa served as a management consultant at the Boston Consulting Group and Booz, Allen and Hamilton. Lisa holds a B.S. in applied mathematics and economics, magna cum laude, from Brown University and an M.B.A. from Harvard Business School. She is a fellow of the prestigious Aspen Institute.

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Some of the featured participants are not employees of Bank of America or Merrill Lynch. The opinions and conclusions expressed are not necessarily those of Bank of America or Merrill Lynch. All opinions are subject to change due to market conditions and fluctuations.

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