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.
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.
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.
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.
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 Mike Larson 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.
The energy market is constantly evolving – and investors who want to stay a step ahead need insights from the market’s bleeding edge! Join Tim and Adam as they give you their up to date, on-the-ground insights about what is happening in energy…and how you can capitalize on those trends. You’ll also learn about the income, profit, and tax benefits available from select energy investments.
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.
Dr. Ed Yardeni will discuss the similarities and differences between the current decade and previous ones. He will explain why he assigns a 55% probability to a productivity-led boom like the 1920s, 20% to a scenario similar to the Great Inflation of the 1970s (including a possible debt crisis and a trade war), and 25% to a meltup like the one experienced during the late 1990s. He will also discuss why economists have been too pessimistic about the US economic outlook and not pessimistic enough about China’s economy. The importance of the AI Digital Revolution will also be covered. Dr. Ed will explain why he remains bullish with his S&P 500 targets of 7,000 in 2025, 8,000 in 2026, and 10,000 in2029. Along the way, he will balance his optimistic outlook with a discussion of widespread concerns about US government deficits and the unsettling geopolitical environment.
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
Restaurant and retail investing tends to offer high returns due to risk. However, you can still benefit from this higher yield while lowering risk when you select investments with a proven track record. In this session, Marc and Scott will show you how.
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 Justin Nielsen to discover the four key pillars of this system and help you navigate the market with confidence.
Learn to design a customized income strategy delivering consistent 8-12% yields. Explore unique, proven investment strategies with low minimums, short hold periods, and options accessible to all types of investors.
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.
Now that the fallout from tariffs is unleashed and rate cuts loom close, is inflation defeated for good? Will Trump tariffs prompt the return of inflation? When does gold stop rising on rate cuts? Will we see a return of both USD and gold rallying together? Will EURUSD hit $1.20? What are the analogs with March 2020? Join this session with Ashraf Laidi as he ponders these questions and also dissects USD trends beyond the DXY Index, while updating his list of 10 favourite stocks and latest take on bitcoin. Ashraf will also be adding a few trades if opportunity occurs and will update the trades throughout the event.
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 will explore the impact of Federal Reserve policies on inflation, interest rates and new market opportunities. She will also discuss how AI is transforming finance by enhancing decision-making, improving efficiency, and bridging the gap between private and public markets access.
In this session, Heather will explore the impact of Federal Reserve policies on inflation, interest rates, and new market opportunities. She will also discuss how AI is transforming finance by enhancing decision-making, improving efficiency, and bridging the gap between private and public market access.
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 Miami, he will explore the economy and bond market outlook after the election and 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.
Join Jim Bianco 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.
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's Ashraf's high-priority market watchlist in the morning? He will start off the session with his "morning dashboard" on the latest news and chart development in equity indices (sectors), currencies, metals, and yields. It sounds long, but the force of habit makes the process swift and efficient. Mr. Laidi will also review any trades he has taken from his session yesterday.
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.
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.
Looking for low risk and high return? Sounds impossible, right? Don't miss our breakout session as we expose how the uber-wealthy safely make upwards of 40% annually in this space. We will show you how the one percent has secretly used this nontraditional asset to drive the world's best-performing portfolios. Join us as we expose this massive wealth creator that everyday investors have totally missed. Whether you are seeking income, wealth creation, generational wealth transfer, or wealth preservation, this is a session you should not miss!
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!
AI is driving some of the most exciting advancements of our time. Its ability to analyze massive datasets, recognize patterns, and make predictions is fueling innovation in ways once thought impossible. Sydney will discuss AI-related developments in industries like healthcare, transportation, and education. He will also cover how they are creating new economic opportunities—and addressing critical societal challenges.
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.
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 Justin Nielsen 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.