During this three-day portfolio strategy summit, you’ll develop a playbook for ALL your investments—a comprehensive, actionable guide that covers both big-picture strategies and detailed topics. Whether your focus is on the stock market...commodities and precious metals...or commercial and residential real estate...it pays to have a playbook. Plus, you will also get to interact and network with our A-list speakers in an intimate setting designed to spark idea-sharing and enlightening conversation.
In this new market paradigm, Brain will explain why investors must re-train themselves to do the opposite of what they have been doing. He’ll cover why higher rates than the last 10 years are normal...why you should focus on stock picking rather than just macro analysis...and why OTHER stocks besides those in the growth and technology groups should be owned. Finally, he’ll detail why you should be buying stocks for the long run rather than only buying stocks when they go up.
Join The Deal Alliance for a deep dive into the factors driving companies away from public listings, from regulatory burdens to changing capital dynamics. Todd Ault will share insights into the high-value deals we execute, the diverse exposures we provide, and how we leverage technology and structured solutions to optimize risk and returns.
Long-time technology analyst Dan Ives has been at the forefront of the Artificial Intelligence (AI) revolution, helping investors understand – and profit from – the exciting and life-changing technology. Join Dan as he discusses his top tech predictions for 2025 and the winners in this AI revolution.
Direct investment in domestic oil drilling projects has several key advantages over other ways to invest in the energy sector and other investments in general. Dan Sauer will explain these differences—the tax advantages, potential profits, exceptional rates of return, and choosing the right type of project—as well as what has made him consistently successful in this sector.
Selling stock options is a proven way to lower your cost-basis and beat the market on a consistent basis. Two such low-risk strategies are covered call writing and selling cash-secured puts. This course from Dr. Alan Ellman, President of The Blue Collar Investor Corp., will detail how to incorporate both strategies into one, multi-tiered option-selling strategy where you either generate cash-flow or buy stocks at a discount. He refers to it as the Put-Call-Put (PCP) Strategy (also known as the wheel strategy). Option and strategy basics, as well as the pros and cons, will be discussed and real-life examples will be analyzed. This seminar is appropriate for those who look to generate modest, but consistent, returns.
Join renowned market analyst Avi Gilburt, who called the low in March of 2020 during the Covid craziness and expected a rally towards 6000SPX, and who also called the 2011 top and 2015 low in gold, as he discusses some of the crazy things he sees for the market and gold over the coming year. Avi has over 8,500 clients worldwide, of which 1000 are money managers.
How should you expect the “Big Picture” to unfold in the second half of 2025? Get a comprehensive, actionable game plan from Kathryn. She will forecast economic growth and interest rates – as well as provide her take on which asset classes will perform best in the back half of the year.
Join Brian Belski for this in-depth session, designed to bring you the latest intelligence available so you can identify and profit from the opportunities in today's markets. The knowledge you gain by attending this session can help you make better investing or trading decisions tomorrow.
This year, more than any other with a Republican-led government, might be a fantastic time for select stock picking. Learn the power and ease of scanning features and how to filter out better stock trades with specific trading platforms using select technical trading indicators. Price-based indicators are useful tools, but they are not always about price but rather the “condition” of price. Be prepared to learn about the momentum or pace of price change of a stock and how to use volume to identify participation. Then, you can see how relative performance can highlight whether a stock is attractive or losing its luster relative to the broad market. John Person will show how to use three tools: specific volume analysis to identify market participation, the PPS indicator that shows true price momentum, and why the PMC indicator should be on every stock trader’s charts for identifying relative performance.
Join renowned market analyst Avi Gilburt, who called the low in March of 2020 during the Covid craziness and expected a rally towards 6000SPX, and who also called the 2011 top and 2015 low in gold, as he will outline how he uses Fibonacci Mathematics in identifying market turning points. Avi has over 8,500 clients worldwide, of which 1000 are money managers.
As we move into the spring and summer of 2025, financial markets are navigating a dynamic landscape shaped by evolving economic conditions, geopolitical developments, and central bank policies. Investors are closely monitoring the Federal Reserve’s stance on interest rates, inflation trends, and corporate earnings performance as key drivers of market movements... Join Kenny Polcari for a spring/summer update on financial markets and how you can position yourself.
Learn how the Alpha Fund strategically leverages structured debt and equity to create stability, liquidity, and high returns in volatile markets.
Discover how peer-to-peer lending in Kenya offers unique lending opportunities. Learn about digital microfinance platforms, M-PESA integration, and returns ranging from 12%-36% annually. Explore how your lending funds create a social impact while generating attractive returns
With the popularity of cryptocurrency expanding exponentially, this presentation is designed to analyze how we can take advantage of a highly liquid Bitcoin ETF which has robust liquidity and implied volatility. Real-life examples will be employed from 4 perspectives: traditional covered call writing, defensive (low risk) covered call writing trades, traditional cash-secured put trades, and defensive (low-risk) cash-secured put trades. Option basics will be reviewed prior to developing these crypto option-selling strategies.
The Single-Family Office represents the pinnacle of wealth management, combining sophisticated strategies that maximize long-term growth. While you may not yet face the complexities that Family Offices do, there are powerful strategies and tactics that can enhance your investment approach. Join us for an exclusive session where you will discover how to leverage these high-level strategies to accelerate your net worth and optimize your financial future. This session is perfect for anyone eager to learn from the proven techniques used by successful Family Offices.
As President Trump asserts his economic dominance, the US dollar is just getting stronger, so everything the US imports naturally gets cheaper. As a result, the projected inflation from the proposed tariffs is slow to materialize. The real goal of the Trump tariffs is to collect new revenue for the Federal government, so income taxes can be reduced or eliminated. Overall, we are in the midst of an economic Renaissance that is expected to create more companies to "onshore" and divert their operations to the US.
Want to take the guesswork out of investing in stocks? Investor’s Business Daily’s data-driven investing system has helped traders consistently outperform the market for decades. Join us for this session led by IBD’s Scott St. Clair to discover the four key pillars of this system and help you navigate the market with confidence.
There are advantages of investing in oil drilling projects (joint ventures) such as current oil price equals huge potential profits, tax advantages, choosing the right type of project for you, and the rapid and potentially extremely high rate of return on investment. Dan Sauer will educate on this opportunity and describe what has made him consistently successful in this sector.
What if Fed rate cuts are delayed or canceled? Will Trump tariffs prompt the return of inflation? How long can both USD and gold rally together? In this session, Ashraf Laidi will dissect USD trends beyond the DXY Index while updating his list of ten favorite stocks and the latest take on Bitcoin.
The options market is on fire, with trading volume up 317% over the past eight years. In fact, a whopping 48.5 million equity, ETF, and index options traded on average each day in 2024. That was a new record, and up almost 10% from 2023. We’re bringing together some of our leading options experts in Miami to help you capitalize on the trading boom.
Eric will highlight the sectors and sub-sectors that should thrive under Trump’s clearly stated policy plans using Trump’s first term as a blueprint for making money. Furthermore, we will interpret how interest rates affect these industries. Affected sectors may include energy, crypto, pharma (RFK2), and technology.
In this session, Heather Zumarraga will go over the impact of Federal Reserve policies on inflation and interest rates. She will also discuss how government spending affects economic growth, and share some practical advice for retail investors and asset managers.
Markets have largely embraced the Trump Administration’s policy priorities, which include deregulation, tax cuts, and “Drill, Baby, Drill.” But as the year unfolds, will that continue? Or will increased geopolitical tensions and tariff threats cause more market turbulence? Tune in to this panel of experts to get their answers. They will also give you their best portfolio plays for Trump 2.0, not just in the stock market but elsewhere in the capital markets
Since 1990, Jim has offered his unique perspectives on financial markets and the global economy –perspectives unencumbered by the biases of traditional Wall Street research. In Dallas, he will explore the outlook for the economy and bond market after the election. He will also explain what changing market conditions mean for your portfolio in the new year.
Let’s get ready to rummmbbbllleeee! Our top experts are going toe-to-toe in this great debate, arguing their cases for your enjoyment and profit. Should you invest in growth stocks...or value this year? Will you make more money in US markets...or international ones? Is the technology sector going to keep dominating the averages...or is it time to rotate into new winners like financials, industrials, utilities, or even real estate? Get the answers—and recommendations you can put to work in your portfolio—in Miami.
2025 got off to a rocky start after a rollicking 2024. But what does the second half hold for markets – and your portfolio? Tom will provide his outlook for the rest of the year, including his expectations for the stock market, leading sectors, and Bitcoin and other cryptocurrencies. Don’t miss this informative and engaging session in Miami.
What does the view from the “top of the market mountain” look like? What big ideas are investors focused on—and what bold moves can you take to profit from them? You’ll get the guidance you need from some of the biggest names in the financial markets business during this insightful discussion. Those insights and recommendations will help you get your portfolio properly positioned for the new economic, political, and interest rate regime we’re facing in 2025. And that, in turn, will help you maximize your profits and minimize your risks.
Renowned technical analyst Harry Boxer, author of the book, Profitable Day & Swing Trading, and founder of the website, thetechtrader.com, will take your symbols and analyze each chart technically in depth. Harry will give you his buy, sell, or hold technical opinion along with defined targets and stops for each symbol
Increase your trading “edge” by unlocking the power of one of the most dynamic options trades, the Butterfly trade. Bruce will teach you about the versatility of trading Butterflies and how they can be a great addition to your trading plan. He'll unlock the mysteries of the Butterfly trade and create a simple formula you can immediately use to set up a defined-risk trade with a great risk-reward. Don’t miss out on this session!
Explore how structured debt and equity products are reshaping investment strategies, unlocking liquidity, and driving superior returns in today’s market.
With the Millennial generation taking the lead as the dominant consumer group, the travel sector is on the brink of transformation, presenting remarkable investment opportunities. Learn about HCN, the Hotel Communication Network, a trailblazing software technology enterprise whose innovative solutions are in some of the largest Hiltons in the world.
Basin Ventures is a leader in energy asset management, focusing on non-operated working interests. With over 100 years of combined experience, our team has directly managed and deployed $1.25 billion since 2014, across numerous energy sector and other projects. Our basin-agnostic approach enhances returns and minimizes risk. By utilizing a robust network of industry contacts, we gain early market insights and access high-quality opportunities. Come learn about our current 2025 Spring Fund with strong tax advantages and other opportunities planned for the year.
The purpose of this presentation is to answer some of the main questions PPR has heard from prospective investors over the years about investing in real estate mortgage notes. You will also learn some of the advantages of this unique asset class as a means of reaching targeted, consistent, and passive returns while diversifying your investment portfolio.
Learn from the editor of the top-ranked The Prudent Speculator newsletter about why inexpensively priced dividend-paying stocks can help investors always remember the famous quotation, “If you do not change direction you may end up where you are heading.” Plus, received his current undervalued yield-focused stock picks.
What if Federal Reserve rate cuts are delayed or canceled? Will President Trump’s tariffs prompt the return of inflation? How long can both the US dollar AND gold rally together? Ashraf will give you the answers to all those questions and more in this insightful session. Look for him to also dissect USD trends beyond the DXY Index...update his list of 10 favorite stocks...and provide his latest take on Bitcoin.
In his illustrious 50-plus-year career, Harry Boxer has earned a reputation as one of the nation’s top technical analysts. Now, the president and founder of The Tech Trader will share his strategies, tactics, and trading tips with course attendees in Las Vegas. You’ll learn where the short-term and intermediate-term trends stand in key indices like the Nasdaq 100 and S&P 500. You’ll find out which industry groups are leading, lagging, and emerging. You’ll get a top-to-bottom technical take on the tech sector “Generals,” including all the widely held names like Apple, Amazon, Meta, and Nvidia. Plus, you’ll get Harry’s “drill down” analysis of the markets’ underlying technicals, including confirmations, divergences, and key market signals. Don’t forget: The session is 100% interactive, too! So, be sure to bring your top technical questions for Harry.
There are advantages of investing in private oil drilling projects, such as current oil price leading to huge potential profits, tax advantages, choosing the right type of project for you, and the rapid and potentially high rate of return on investment. VPI will demonstrate this opportunity and describe what has made them successful in this sector.
By the end of this century, the world’s population will have increased by half, that’s another 3.6 billion people. How are we going to feed and house them when our biodiversity challenges continue to deteriorate? Forests To Fortune has the answer, and it just so happens that savvy investors will profit handsomely.
In this session, Stephanie will identify six powerful investment themes, explaining their key drivers and how you can profit from them. They include: Housing, cyber security, electrification, animal health, financials, and aviation. She will also cover the latest macro market drivers and developments, including tariffs, inflation, and tax/deregulation. You’ll walk away with a firm understanding of what it all means for economic growth, corporate earnings, markets, and your investments.
Join Jonathan Hoenig as he challenges the status quo of investing. By exploring the world of alternative investments far beyond the S&P 500, you can build a truly diversified portfolio that can thrive in any market environment. A Fox News contributor, former floor-trader, and professional money manager, Hoenig will help you learn how to identify overlooked opportunities and generate absolute returns in this engaging talk.
Think you missed the boat on Bitcoin? Think again. In The Great Derisking, Bitwise CIO Matt Hougan explains why today’s drastically reduced technological, regulatory, and adoption risks make this the most compelling moment in history to buy Bitcoin and other crypto assets—on a risk-adjusted basis. Don’t miss this powerful session that could change how you see crypto investing forever.
As a global macro investor and economist at Stanford, Jon has a unique perspective on what's moving macro markets. He will share his current global macro views as well as his ongoing research into the adoption of Generative AI as well as its effects on productivity and the labor market, whether the US remains the only game in town (in both technology, Generative AI, and macro equity returns), and what other global economies may show promise.
It’s a whole new world in cryptocurrencies! But with so many new projects being rolled out...and so many cryptos to choose from...what trends are the most durable? Which strategies can help you reap the most profit? And which specific cryptos are top plays worth targeting? Our sector experts will help you sort that all out—and give you actionable picks you can put to work right after the Symposium. With Bitcoin hitting record highs, and mainstream capital flooding into the sector, you can’t afford to miss this informative and exciting panel!
In the US, we have a new president. So…what will it mean for the future of YOUR money? Lynne Marlor—head of strategic partnerships, memberships, and financial services at Global Blockchain Business Council—will explore how your future will be transformed by digital identity, digital money, and digital objects (NFTs, real-world asset tokenization, etc.)
You will also learn about the genesis of digital money and gain an understanding of how cryptocurrencies, stablecoins, deposit tokens, and ETPs/ETFs work. Specifically, you’ll walk away understanding how you will access these digital assets, how you will use them, and how they will impact your investing future. Finally, you’ll discover more about appropriate assets allocations in the space and how this transformative technology will change all of our financial futures.
Join Tammy as she illustrates how you can use Fibonacci time and price predictions in the current market environment to help control and define your risk. She will further explain how defining your risk is such an important part of your trading plan.
You read that correctly. You want to buy strength after the dip! The question is, how? With multiple timeframe analyses and some simple technical tools. In this session, we will cover market structure, the pitfalls of dip buying, how to buy strength after the dip, risk management, and more!
Hedge fund manager Tom Hayes will showcase the stocks he believes will do the best in the second half of 2025. He will also provide a general market outlook and cover which sectors, countries, and other opportunities are most worth focusing on.
The best investors don’t play guessing games when it comes to their buying decisions—they let stock charts tell them when the time is right. In this session, IBD’s Scott St. Clair will show you how to use charts to identify technical buy signals and improve your timing. Whether you’re new to technical analysis or looking to sharpen your skills, this session will provide you with the knowledge to make smarter buying decisions and boost your returns.
Use lightning fast and simple quantitative analysis to isolate the best winning stocks and ETFs in 2025. Whether markets are flat or volatile, leaders and laggard reveal themselves with our proprietary method.
Hedge fund manager Tom Hayes will discuss China, why most people missed it, and how you can still take advantage.
As a macroeconomics specialist, member of the Economic Club of Miami, and adjunct fellow at the Manhattan Institute, Noah has his finger on the pulse of the local and national economies. He will share his insights on what is coming next for Florida in particular—and the nation as a whole. Among the topics covered will be the impacts of fiscal and monetary policy on growth, employment, and inflation. Noah will also discuss the potential implications of his outlook on markets and investors.