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MoneyShow Masters Symposium San Francisco

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MoneyShow Masters Symposium Las Vegas

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About the Event

Join us for an exclusive event featuring best-in-class accommodations, state-of-the-art meeting spaces, incredible live entertainment experiences, and an extensive array of networking opportunities. This event is designed to provide valuable insights and connections for all attendees.

Our global entertainment company with national and international locations features best-in-class hotels and casinos, state-of-art meetings and conference spaces, incredible live and theatrical entertainment experiences, and an extensive array of restaurant, nightlife and retail offerings.

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Event Agenda
  • Aug 25, 2026
  • Aug 26, 2026
  • Aug 27, 2026
  • Aug 28, 2026
14:00 to 14:05

Welcome Remarks

14:05 to 14:25

What's the Current Outlook for Tech Stocks?

speaker headshot

Mark Mahaney
Sr. Managing Director and Head of Internet Research, Evercore ISI

Mark Mahaney

Sr. Managing Director and Head of Internet Research, Evercore ISI

Mark Mahaney is a senior managing director and head of internet research at Evercore ISI. He has covered internet stocks for almost 25 years and has been consistently recognized by Institutional Investor for his research, spending 13 years as a top-three ranked analyst and five years as a number-one ranked analyst. He has worked on both the sell-side and the buy-side with companies, including American Technology Research, Morgan Stanley, Citibank, and Royal Bank of Canada.

Mark will review YTD trends in tech stocks nad provide his fundamental outlook for the balance of 2026, along with his top picks. He'll also identify the key catalysts and risks shaping the sector, from AI spending and earnings momentum to interest rates, valuations, and market leadership.

14:25 to 14:50

All Tech, All the Time

speaker headshot

Paul Meeks
Head of Tech Research, Freedom Capital Markets

Paul Meeks

Head of Tech Research, Freedom Capital Markets

Paul Meeks is a leading tech investor and analyst since the 1980s, focusing 30+ years on technology transitions from AI to quantum computing. He created and managed what became the world's largest tech mutual fund franchise and appears in media worldwide. A CFA and CAIA, he holds two BAs from Williams College and an MM (MBA) from Kellogg. He teaches finance at The Citadel and is Head of Tech Research at Freedom Capital Markets.

Paul has covered public and private tech companies exclusively for more than 30 years. From tech's epicenter in San Francisco, he'll answer several questions. They include: In the dog days of summer, what will the outlook be for tech stocks? When is the Ai bubble going to pop? What's up with quantum computing? And how do geopolitics and the global regulatory backdrop affect tech? Plus, he'll share his top stock picks and pans, with no holds barred.

14:50 to 15:15

The Seasonally Weak Time of Year Has Arrived. How Long Will it Last?

speaker headshot

Louis Navellier
Founder and Chairman, Navellier & Associates

Louis Navellier

Founder and Chairman, Navellier & Associates

Louis Navellier is one of Wall Street's renowned growth investment advisors. He is the founder and chairman of Navellier & Associates, a money management firm. Mr. Navellier specializes in behavioral finance and utilizes extensive quantitative and fundamental analysis to identify market-beating stocks. he is the editor of five investing newsletters published through InvestorPlace.

Louis believes August is the most dangerous month in the market - Eruope and much of America go on vacation, creating "air pockets" where flash crashes happen. The first half of September compounds the risk, as investors sell to cover quarterly tax payments due Sept. 15. The good news: quarter-end window dressing in late September consistently rewards fundamentally superior stocks - and Louis will name the A-ranked names positioned to benefit.

15:15 to 15:40

AI and the Future of Work

speaker headshot

Sydney Armani
Chairman and CEO, AI Fintech World Group

Sydney Armani

Chairman and CEO, AI Fintech World Group

Sydney Armani is a Silicon Valley technology entrepreneur, Enterprise AI Advisor, investor, author, and keynote speaker with more than 35 years of experience driving innovation across artificial intelligence, fintech, digital media, blockchain, and emerging technologies. As Chairman & CEO of AI Fintech World Group, he advises executives, startups, investors, and enterprise organizations on AI strategy, agentic AI, automation, and digital transformation. Sydney has mentored entrepreneurs through Stanford Blockchain Lab and collaborated with leading academic and research communities, including Carnegie Mellon University. A recognized thought leader, he helps organizations leverage AI to accelerate growth, innovation, and competitive advantage worldwide.

Sydney is a long-time expert in the technology sector, identifying promising trends for investors well in advance. In this deep-dive workshop, he'll unpack how automation and AI copilots are changing careers, entrepreneurship, and global industries.

15:40 to 16:00

Critical Minerals: The Rise of a New Asset Class

speaker headshot

Christopher Berlet
President, CEO, & Director, Stakeholder Gold Corporation

Christopher Berlet

President, CEO, & Director, Stakeholder Gold Corporation

Christopher J. Berlet is a graduate of Mining Engineering from Queen's University in Ontario, Canada and holds a Diploma in Accounting and Finance from the London School of Economics and Political Science in London, England. Mr. Berlet is a CFA Charter Holder (USA) and has more than 30 years of experience in both finance and the mineral industries. Mr. Berlet is a recent recipient of the Certificate in ESG Investing offered by the CFA Society of the United Kingdom and is a steward of environmental and governance best practice.

International Critical Mineral Lists have grown to number 42, including lists published by the US Defense Logistics Agency and NATO. Critical Minerals are required for the Energy Transition and National Security. At the same time China has weaponized the international metals trade and jurisdiction matters more than ever for supply chain resilience. Against this backdrop, the explosive growth in Metal & Mining ETFs since 2004 has actually starved the sector of exploration capital (supply side investment). Today, 2 decades of chronic underinvestment in supply (exploration) is meeting rapid acceleration in new sources of demand.

16:00 to 16:30

Beyond AI: Where to Invest NEXT in the Tech Sector

speaker headshot

Paul Meeks
Head of Tech Research, Freedom Capital Markets

Paul Meeks

Head of Tech Research, Freedom Capital Markets

Paul Meeks is a leading tech investor and analyst since the 1980s, focusing 30+ years on technology transitions from AI to quantum computing. He created and managed what became the world's largest tech mutual fund franchise and appears in media worldwide. A CFA and CAIA, he holds two BAs from Williams College and an MM (MBA) from Kellogg. He teaches finance at The Citadel and is Head of Tech Research at Freedom Capital Markets.
speaker headshot

Mark Mahaney
Sr. Managing Director and Head of Internet Research, Evercore ISI

Mark Mahaney

Sr. Managing Director and Head of Internet Research, Evercore ISI

Mark Mahaney is a senior managing director and head of internet research at Evercore ISI. He has covered internet stocks for almost 25 years and has been consistently recognized by Institutional Investor for his research, spending 13 years as a top-three ranked analyst and five years as a number-one ranked analyst. He has worked on both the sell-side and the buy-side with companies, including American Technology Research, Morgan Stanley, Citibank, and Royal Bank of Canada.
speaker headshot

Sydney Armani
Chairman and CEO, AI Fintech World Group

Sydney Armani

Chairman and CEO, AI Fintech World Group

Sydney Armani is a Silicon Valley technology entrepreneur, Enterprise AI Advisor, investor, author, and keynote speaker with more than 35 years of experience driving innovation across artificial intelligence, fintech, digital media, blockchain, and emerging technologies. As Chairman & CEO of AI Fintech World Group, he advises executives, startups, investors, and enterprise organizations on AI strategy, agentic AI, automation, and digital transformation. Sydney has mentored entrepreneurs through Stanford Blockchain Lab and collaborated with leading academic and research communities, including Carnegie Mellon University. A recognized thought leader, he helps organizations leverage AI to accelerate growth, innovation, and competitive advantage worldwide.
speaker headshot

Louis Navellier
Founder and Chairman, Navellier & Associates

Louis Navellier

Founder and Chairman, Navellier & Associates

Louis Navellier is one of Wall Street's renowned growth investment advisors. He is the founder and chairman of Navellier & Associates, a money management firm. Mr. Navellier specializes in behavioral finance and utilizes extensive quantitative and fundamental analysis to identify market-beating stocks. he is the editor of five investing newsletters published through InvestorPlace.

The AI boom isn't over - but it's not the only game in town. Where should you be positioned to catch the next wave? Robotics? Drone technology? Space? Our experts will name names and share specific profit plays.

08:30 to 08:45

Welcome Remarks

speaker headshot

Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.
08:45 to 09:10

What’s the Current Outlook for Tech Stocks?

speaker headshot

Mark Mahaney
Sr. Managing Director and Head of Internet Research, Evercore ISI

Mark Mahaney

Sr. Managing Director and Head of Internet Research, Evercore ISI

Mark Mahaney is a senior managing director and head of internet research at Evercore ISI. He has covered internet stocks for almost 25 years and has been consistently recognized by Institutional Investor for his research, spending 13 years as a top-three ranked analyst and five years as a number-one ranked analyst. He has worked on both the sell-side and the buy-side with companies, including American Technology Research, Morgan Stanley, Citibank, and Royal Bank of Canada.

- Mark will review YTD trends in tech stocks and provide his fundamental outlook for the balance of 2026, along with his top picks - He'll also identify the key catalysts and risks shaping the sector, from AI spending and earnings momentum to interest rates, valuations, and market leadership

09:10 to 09:35

Hard Assets are Crushing Financial Assets – And It’s Still the Early Innings!

speaker headshot

Larry McDonald
Founder, The Bear Traps Report

Larry McDonald

Founder, The Bear Traps Report

Larry McDonald is a political risk expert, New York Times bestselling author with over 1 million books sold in over 12 languages, and founder of The Bear Traps Report, a research platform focused on global systemic risk. A former Lehman Brothers VP, he predicted the subprime crisis and wrote A Colossal Failure of Common Sense, a top-selling finance book. In his most recent best-seller, How to Listen When Markets Speak, Larry goes over his unique and counterintuitive investment strategies to help readers navigate never-before-seen market volatility. As a keynote speaker, Mr. McDonald shares insights on market risk, inflation, energy, and investment strategy. Larry is a regular contributor on CNBC, Bloomberg, and Fox Business, known for delivering powerful, actionable talks to investors worldwide.

Markets are ultimately driven by one force: inflation or disinflation. In disinflation, growth stocks thrive, valuations stretch, and speculation takes over But in inflationary regimes, like today, that dynamic reverses. Multiples compress, growth gets hit hardest, and the "greater fool" cycle breaks down At the same time, inflation erodes cash and pushes capital toward real value. Hard assets — commodities, energy, tangible resources — begin to outperform because they preserve purchasing power while financial assets reprice lower Find out how to profit as financial assets deflate and hard assets take the lead

09:35 to 10:00

Finding Opportunity in the Oil Field: A Smarter Approach to Energy Investing

speaker headshot

Dan Sauer
President and CEO, Vertical Petroleum Industries

Dan Sauer

President and CEO, Vertical Petroleum Industries

Dan Sauer is the president and CEO of Vertical Petroleum Industries (VPI) in Adrmore, Oklahoma. Currently, VPI partners with multiple operators, geologists, and field engineers to ensure the success of over 20 projects for more than seven years.

- Oil drilling joint ventures offer a unique combination of profit potential, tax benefits, and customizable investment strategies- As energy demand remains strong, these projects can provide accelerated returns and a powerful hedge against traditional market volatility

10:00 to 12:00

The Wheel Trader’s Real Profit Playbook (It’s Not What You Think) *MoneyMasters Course

speaker headshot

Dan Passarelli
Inc.

Dan Passarelli

Inc.

Dan Passarelli is an author, trader, and former member of the Chicago Board Options Exchange and CME Group. Mr. Passarelli has written three books on options trading - "Trading Option Greeks," "The Market Taker's Edge" and his latest, "Build Consistent Wealth With Options." He is the founder and CEO of Market Taker Mentoring, the leading options education firm.

Covered calls and cash-secured puts are proven to outperform the buy-and-hold strategy. So why do so many traders struggle to make them work? Find out as author Dan Passarelli reveals His top ROI secrets for building wealth with options.

10:00 to 10:30

Opportunities in Hard Assets, Energy, Private Markets, and More

speaker headshot

Shana Orczyk Sissel
Founder and President, Banríon Capital Management

Shana Orczyk Sissel

Founder and President, Banríon Capital Management

As CEO of Banríon Capital Management, Shana Orczyk Sissel helps independent advisors navigate the complex world of alternative investing, bridging the gap between public and private alternative investment opportunities. Additionally, she assists clients with alternative investment education, investment platform development, alternatives in portfolio construction, and developing best practices in alternative investment due diligence. A veteran of the wealth management industry with over 20 years of experience, Shana is a sought-after speaker & media contributor, appearing frequently at industry events and on major financial news outlets like CNBC, Bloomberg, Fox Business Network, and the TD Ameritrade Network. Shana earned her nickname "Queen of Alternatives" from her industry peers and wears the "crown" with great pride.
speaker headshot

Skip York
Fellow, Baker Institute for Public Policy

Skip York

Fellow, Baker Institute for Public Policy

Skip York, Fellow Baker Institute for Public Policy
speaker headshot

Larry McDonald
Founder, The Bear Traps Report

Larry McDonald

Founder, The Bear Traps Report

Larry McDonald is a political risk expert, New York Times bestselling author with over 1 million books sold in over 12 languages, and founder of The Bear Traps Report, a research platform focused on global systemic risk. A former Lehman Brothers VP, he predicted the subprime crisis and wrote A Colossal Failure of Common Sense, a top-selling finance book. In his most recent best-seller, How to Listen When Markets Speak, Larry goes over his unique and counterintuitive investment strategies to help readers navigate never-before-seen market volatility. As a keynote speaker, Mr. McDonald shares insights on market risk, inflation, energy, and investment strategy. Larry is a regular contributor on CNBC, Bloomberg, and Fox Business, known for delivering powerful, actionable talks to investors worldwide.
speaker headshot

Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.

Alternative investments can enhance returns, boost income, and improve portfolio resilience. But which alts make sense for this market environment—and how can you best access them? Find out about investment opportunities in hard assets, energy, private equity and debt markets, and more from experts who know them inside and out.

10:30 to 11:00

Meet and Greet and Book Signing with Larry McDonald

speaker headshot

Larry McDonald
The Bear Traps Report

Larry McDonald

The Bear Traps Report

Larry McDonald is a political risk expert, New York Times bestselling author with over 1 million books sold in over 12 languages, and founder of The Bear Traps Report, a research platform focused on global systemic risk. A former Lehman Brothers VP, he predicted the subprime crisis and wrote A Colossal Failure of Common Sense, a top-selling finance book. In his most recent best-seller, How to Listen When Markets Speak, Larry goes over his unique and counterintuitive investment strategies to help readers navigate never-before-seen market volatility. As a keynote speaker, Mr. McDonald shares insights on market risk, inflation, energy, and investment strategy. Larry is a regular contributor on CNBC, Bloomberg, and Fox Business, known for delivering powerful, actionable talks to investors worldwide.
11:00 to 11:45

Drilling for Success: Unlocking Oil Investment Opportunities

speaker headshot

Dan Sauer
President and CEO, Vertical Petroleum Industries

Dan Sauer

President and CEO, Vertical Petroleum Industries

Dan Sauer is the president and CEO of Vertical Petroleum Industries (VPI) in Adrmore, Oklahoma. Currently, VPI partners with multiple operators, geologists, and field engineers to ensure the success of over 20 projects for more than seven years.

Uncover the advantages to investing in oil drilling projects (joint ventures). They include the fact current oil prices could fuel huge potential profits, tax advantages, the ability to choose the right type of project for you, and the rapid and potentially extremely high rate of return on investment. Dan will educate you on this unique opportunity - and describe what has made him consistently successful in this sector.

11:00 to 11:45

Expanding Opportunities: Real Estate Investing Made Easy

speaker headshot

Kate Butta
Business Development Executive, Ignite Funding

Kate Butta

Business Development Executive, Ignite Funding

Kate Butta joined the Ignite Funding team at the beginning of 2021 and has quickly made herself an integral part of the team. She seamlessly adapted to her role of educating potential clients on the benefits of diversification with Trust Deed investments to maintain a balanced portfolio. Ms. Butta brings with her over 30 years of sales and hospitality experience, and as a director of global sales she was responsible for $100 million in revenue internationally.

- Looking for ways to diversify beyond stocks and bonds? Then join XX for a session focused on unique real estate-backed investments that can generate monthly income - Kate Butta, Business Development Executive at Ignite Funding will compare two distinct approaches to investing – ensuring you find the strategy that best fits your portfolio

11:55 to 12:40

Beyond the Hype: Why Alternatives Are the Innovation Play You’re Missing

speaker headshot

Shana Orczyk Sissel
Founder and President, Banríon Capital Management

Shana Orczyk Sissel

Founder and President, Banríon Capital Management

As CEO of Banríon Capital Management, Shana Orczyk Sissel helps independent advisors navigate the complex world of alternative investing, bridging the gap between public and private alternative investment opportunities. Additionally, she assists clients with alternative investment education, investment platform development, alternatives in portfolio construction, and developing best practices in alternative investment due diligence. A veteran of the wealth management industry with over 20 years of experience, Shana is a sought-after speaker & media contributor, appearing frequently at industry events and on major financial news outlets like CNBC, Bloomberg, Fox Business Network, and the TD Ameritrade Network. Shana earned her nickname "Queen of Alternatives" from her industry peers and wears the "crown" with great pride.

Everyone is chasing the next wave of disruption – but the investors who actually win aren't just picking the right stocks. They're building portfolios structurally designed to absorb the unexpected Join Shana – known as the "Queen of Alternatives" and author of the forthcoming book Tough Minded – as she shares the framework she's used across 25 years in markets to separate signal from noise Plus, discover why alternatives are the missing layer that let your innovation bets actually survive

11:55 to 12:40

The Human-AI Trading Edge: How to Find Stock Market Opportunity Before the Crowd Reacts

speaker headshot

Adrian Manz
Co-Founder and Daily Contributor, TraderInsight.com

Adrian Manz

Co-Founder and Daily Contributor, TraderInsight.com

Dr. Adrian Manz is a successful professional equities trader who earned his living trading his own account for two decades. He provides education to serious traders who are looking to add new interpretations of the markets to their repertoire. Dr. Manz has developed a trading style that relies on statistical, technical, and fundamental analysis in the planning of every trade and found methods to extract the most out of every setup, every day. He is the author of two books on the subject, many articles featured in leading industry publications including Stocks and Commodities, Stocks Futures Options, Active Trader, Trader's, and Money Maker as well as the publisher of the Daily Income Trading Plan, a nightly blueprint for the actions he plans to take in the markets on the following day.
speaker headshot

Julie Manz
Co-Founder and Contributor, TraderInsight.com

Julie Manz

Co-Founder and Contributor, TraderInsight.com

Dr. Julie Manz has been a successful professional equities trader for over two decades. She provides education to serious traders who are looking to add intraday trading to their repertoire. For nearly a decade, Dr. Manz has been training Mastermind members in the elements necessary for successful daily income trading. She has a PhD in social psychology and is an expert in trading psychology, helping traders in all markets be more effective with their strategies. Through their program, the 12-month Traderinsight Income Trader's Bootcamp, Coaching Program, and Mastermind Group, Julie and Adrian Manz have propelled a range of students who want to include intraday income trading into their portfolios.

The new AI-driven market is faster, more emotional, and more opportunity-rich than anything most traders have ever experienced. Stocks no longer move simply because of earnings, headlines, or analyst upgrades. They move because liquidity, volatility, institutional positioning, algorithmic activity, and human crowd behavior collide in real time. In this powerful session, veteran trader and behavioral finance expert Adrian Manz will show traders how to get in front of opportunity in today's AI-fueled market environment — whether stocks are moving up, breaking down, or grinding sideways. Rather than relying on lagging indicators, opinions, or predictions, Adrian will show how professional traders identify the stocks most likely to move, define key levels before the trade begins, and build a plan around price, volatility, market structure, and trader psychology. In this course, you'll learn: · How to identify the stocks most likely to produce tradable opportunity before the crowd reacts · Why AI-driven markets create faster price expansion, sharper reversals, and more emotional mistakes · How to recognize opportunity in rising, falling, and sideways markets · How volatility, liquidity, and institutional behavior help reveal where the next trade may develop · Why most traders miss the best opportunities even when they are looking at the right stocks · How to build a repeatable process for stock selection, trade planning, execution, and risk control · How human discipline and AI-era market intelligence can work together to create a durable trading edge This is not a session about chasing hot stocks or predicting the next AI winner. It is about learning how to read the market's structure, anticipate where opportunity is likely to appear, and execute with the discipline required to profit in the new economy. If you want to understand how today's most active stocks really move — and how to position yourself in front of opportunity instead of reacting after the move is over — this session is designed for you.

11:55 to 12:40

AI and the Future of Work

speaker headshot

Sydney Armani
Chairman and CEO, AI Fintech World Group

Sydney Armani

Chairman and CEO, AI Fintech World Group

Sydney Armani is a Silicon Valley technology entrepreneur, Enterprise AI Advisor, investor, author, and keynote speaker with more than 35 years of experience driving innovation across artificial intelligence, fintech, digital media, blockchain, and emerging technologies. As Chairman & CEO of AI Fintech World Group, he advises executives, startups, investors, and enterprise organizations on AI strategy, agentic AI, automation, and digital transformation. Sydney has mentored entrepreneurs through Stanford Blockchain Lab and collaborated with leading academic and research communities, including Carnegie Mellon University. A recognized thought leader, he helps organizations leverage AI to accelerate growth, innovation, and competitive advantage worldwide.

- Sydney is a long-time expert in the technology sector, identifying promising trends for investors well in advance - In this deep-dive workshop, he'll unpack how automation and AI copilots are changing careers, entrepreneurship, and global industries

11:55 to 12:40

The Seasonally Weak Time of Year Has Arrived. How Long Will It Last?

speaker headshot

Louis Navellier
Founder and Chairman, Navellier & Associates

Louis Navellier

Founder and Chairman, Navellier & Associates

Louis Navellier is one of Wall Street's renowned growth investment advisors. He is the founder and chairman of Navellier & Associates, a money management firm. Mr. Navellier specializes in behavioral finance and utilizes extensive quantitative and fundamental analysis to identify market-beating stocks. he is the editor of five investing newsletters published through InvestorPlace.

- Louis believes the stock market should be closed every August. Europe and much of America goes on vacation, so there are "air pockets" that make it a seasonally weak month – one where flash crashes have happened - The first half of September is also treacherous as many investors have to sell stocks to make their quarterly tax payment on Sept. 15 - The good news? Quarter-end window dressing in late September should reward fundamentally superior stocks – and Louis will reveal the A-ranked stocks that should benefit from it

12:40 to 13:15

Meet and Greet and Book Signing with Dan Passarelli

speaker headshot

Dan Passarelli
Inc.

Dan Passarelli

Inc.

Dan Passarelli is an author, trader, and former member of the Chicago Board Options Exchange and CME Group. Mr. Passarelli has written three books on options trading - "Trading Option Greeks," "The Market Taker's Edge" and his latest, "Build Consistent Wealth With Options." He is the founder and CEO of Market Taker Mentoring, the leading options education firm.
13:15 to 13:40

How to Buy the First Stock You Plan to Own for the Rest of Your Life

speaker headshot

Keith Fitz-Gerald
Principal, Fitz-Gerald Group

Keith Fitz-Gerald

Principal, Fitz-Gerald Group

Keith Fitz-Gerald has been called "somebody you should pay attention to" by #1 New York Times bestselling author and personal finance expert Suze Orman, "always insightful" by Constellation Research CEO Ray Wang, and a "market visionary" by Forbes. He has nearly 4000 prime-time appearances to his credit on the Fox Business Network, CNBC, Dubai One, BBC, and other networks around the world.

Join Keith for a rousing discussion about why "zooming out" is quite literally the better - and more profitable - play over time. He will break down the thought process he used to identify some of the biggest market movers of our time, including Apple in 2007 ... Nvidia in 2011 ... Tesla at its IPO ... and more recently, choices like Crowdstrike and Palantir.

13:40 to 14:00

The Why and How of Index Options: An Exploration into the Benefits and Strategies of Using Nasdaq-100 Index® Options (NDX®)

speaker headshot

Kevin Davitt
Head of Index Options Content, Nasdaq

Kevin Davitt

Head of Index Options Content, Nasdaq

Kevin Davitt is Nasdaq's head of index options content. In this role, he helps support the growth of Nasdaq 100® Index options (NDX/XND) by advocating for the informed use of equity derivatives. Since the late 90's, Mr. Davitt has been actively involved in the options business — originally as a market maker for a handful of well-known trading firms. He has also worked for a Chicago based fund of funds and prior to joining Nasdaq, he spent years as a senior instructor at The Options Institute (Cboe). As Nasdaq's representative on the Options Industry Council, Kevin helps to fuel the continued growth in listed equity and index options.

• Kevin will explore the transformative impact of the Nasdaq-100 Index since 1985, highlighting its unique construction focused on non-financial securities that drive growth and innovation • He will also dive into the NDX's global investment ecosystem, including stocks, ETFs, futures, and index options like NDX and XND index options • Learn why and how they've all seen significant volume growth in recent years due to increased passive investing and demand for macro risk management tools

14:00 to 14:25

Could the Iran Crisis Accelerate the Energy Transition?

speaker headshot

Skip York
Fellow, Baker Institute for Public Policy

Skip York

Fellow, Baker Institute for Public Policy

Skip York, Fellow Baker Institute for Public Policy

Up until March, the world assumed that oil from the Middle East — however volatile the regional politics — would keep flowing. That assumption is now under strain Skip will explain why past energy crises were thought to be catalysts for the transition away from oil and gas – but it did not quite work out that way (including after Russia invaded Ukraine in 2022) Now, learn how a far larger disruption in the Strait of Hormuz is forcing governments and markets to confront a more uncomfortable question: whether dependence on globally traded oil and gas remains a viable foundation for economic growth

14:25 to 14:50

Growing Your Wealth Via Real Estate: Two Fresh Perspectives

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Janet LePage
Co-Founder & CEO, Western Wealth Capital

Janet LePage

Co-Founder & CEO, Western Wealth Capital

Janet LePage is the co-founder & ceoof Western Wealth Capital. For the past decade, Janet has been focused on creating wealth through well-selected real estate. She has grown her precise business strategy from more than 50 residential transactions in Arizona to the purchase of 130 multifamily buildings comprised of over 29,000 rental units. Under Janet's leadership, Western Wealth Capital has successfully completed over $6.4 billion in real estate transactions.
speaker headshot

Kate Butta
Business Development Executive, Ignite Funding

Kate Butta

Business Development Executive, Ignite Funding

Kate Butta joined the Ignite Funding team at the beginning of 2021 and has quickly made herself an integral part of the team. She seamlessly adapted to her role of educating potential clients on the benefits of diversification with Trust Deed investments to maintain a balanced portfolio. Ms. Butta brings with her over 30 years of sales and hospitality experience, and as a director of global sales she was responsible for $100 million in revenue internationally.

In this panel, you'll learn about two ways to grow your wealth in today's evolving real estate market. Our pair of panelists will explain how investing in private real estate vehicles and trust deeds work. Plus, they'll cover how doing so can boost the income and total returns your portfolio spins off, while providing diversification in a volatile market environment.

14:50 to 15:15

Stablecoins & Tokenization: How Crypto Will Reinvent Money in the Next Five Years

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Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Matt Hougan

Chief Investment Officer, Bitwise Asset Management

Matt Hougan is one of the world's leading experts on crypto, ETFs, and financial technology. He is the chief investment officer for Bitwise Asset Management, the world's largest provider of cryptocurrency index funds, with more than $1.5 billion in assets under management. Mr. Hougan was previously CEO of ETF.com and Inside ETFs, where he helped build the world's first ETF data and analytics system, the leading ETF media site, and the world's largest ETF conference.

Crypto has long promised to change the way finance works, and now, it's finally happening. Stablecoins and tokenization are the two hottest words on Wall Street, with everyone from Nasdaq to Goldman Sachs to Visa to Robinhood racing to embrace these new technologies But what exactly are stablecoins and tokenization? What will it mean for how markets work? And importantly, how can you invest in their growth? In this special presentation, Matt will explain in plain English what all the excitement is about and how you can capture the opportunity

15:15 to 17:15

Consistent Setups to Time the Strongest Market Themes *MoneyMasters Course

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TG WATKINS
Simpler Trading

TG WATKINS

Simpler Trading

After 15+ years as a professional trader, TG Watkins has distilled his trading method into a few key setups. Along with his proprietary Moxie Indicator, TG has been a core trader at SimplerTrading.com since 2019. He has had many successes over the years, first by doubling accounts within a few months, then achieving over 600% in 2020, over 420% in 2025, and a 2,060% 30-day Options Trade on SOXL. His background as a pilot and a mechanical engineer has given him the tools to see the market, and teach, in a way that resonates with so many others.

After more than 15 years as a professional trader, TG Watkins has distilled his trading method into a few key setups. In this course, the director of stocks at Simpler Trading will teach you… Which patterns exist everywhere in the charts, right in front of you—and how once he reveals them, you will never see charts the same way Why many traders jump in too late or too early for a market theme, and how adding a few fundamental components to your rules can make you much more accurate How he was able to pinpoint the "Tariff Tantrum" lows—and capture a 2,060% 30-Day Options trade on SOXL plus a 450% account gain—in six months.

15:15 to 15:45

Meet & Greet - Keith Fitz-Gerald

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Keith Fitz-Gerald
Fitz-Gerald Group

Keith Fitz-Gerald

Fitz-Gerald Group

Keith Fitz-Gerald has been called "somebody you should pay attention to" by #1 New York Times bestselling author and personal finance expert Suze Orman, "always insightful" by Constellation Research CEO Ray Wang, and a "market visionary" by Forbes. He has nearly 4000 prime-time appearances to his credit on the Fox Business Network, CNBC, Dubai One, BBC, and other networks around the world.
15:45 to 16:30

All Tech, All the Time

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Paul Meeks
Head of Tech Research, Freedom Capital Markets

Paul Meeks

Head of Tech Research, Freedom Capital Markets

Paul Meeks is a leading tech investor and analyst since the 1980s, focusing 30+ years on technology transitions from AI to quantum computing. He created and managed what became the world's largest tech mutual fund franchise and appears in media worldwide. A CFA and CAIA, he holds two BAs from Williams College and an MM (MBA) from Kellogg. He teaches finance at The Citadel and is Head of Tech Research at Freedom Capital Markets.

Paul has covered public and private tech companies exclusively for more than 30 years From tech's epicenter in San Francisco, he'll answer several questions. They include: In the dog days of summer, what will the outlook be for tech stocks? When is the AI bubble going to pop? What's up with quantum computing? And how do geopolitics and the global regulatory backdrop affect tech? Plus, he'll share his top stock picks and pans, with no holds barred

15:45 to 16:30

AI Investing Beyond Tech – How to Build an AI-Ready ETF Portfolio

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Daniel Santiago
Vice President, Sector Specialist, State Street Investment Management

Daniel Santiago

Vice President, Sector Specialist, State Street Investment Management

Daniel Santiago is vice president and sector specialist at State Street Investment Management, serving as ETF strategist for the Select Sector SPDR ETFs. Focused on strategy and education for retail investors, he is a recognized thought leader in sector investing. Santiago previously held leadership roles at multiple asset managers and is active with the FPA of Miami and Women in ETF

- Why AI investment is driving multi sector opportunities beyond mega-cap Tech – extending into Industrials, Utilities and Materials stocks - How to balance innovation-led upside with valuation & concentration risk using ETFs - Applying a sector lens to identify leadership, manage allocations and adjust exposures across the evolving AI ecosystem

15:45 to 16:30

The “Orphaned Stock” Opportunity – and Five Stocks to Target

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Ryan Irvine
President and CEO, KeyStone Financial

Ryan Irvine

President and CEO, KeyStone Financial

Ryan Irvine is president and founder of KeyStocks.com, one of Canada's only independent stock market research advisor firms. KeyStocks.com specializes in uncovering, before the broader market, under-followed small-to-mid-sized companies that are financially sound and producing solid growth in both revenues and earnings and has a 25-year track record to prove it. Mr. Irvine has a BBA in finance, authored a syndicated financial column for eight years, which appeared in well-known Canadian publications including The Vancouver Province, Calgary Herald, and Investor's Digest. He is a regular guest on BNN and Canada's number one financial radio show Money Talks with Michael Campbell.
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Brennan Habetler
Investment Analyst, KeyStone Financial

Brennan Habetler

Investment Analyst, KeyStone Financial

Brennan Habetler, CFA, is an investment analyst and finance graduate from the University of Saskatchewan. He draws inspiration from investors like Warren Buffett and Peter Lynch, whose love for under-the-radar small-cap stocks and stoic value investing led them to achieve outsized returns. Mr. Habetler brings that same energy to his professional work with KeyStone Financial, applying his curiosity to uncover great investment opportunities following a Growth at a Reasonable Price (GARP) investment criteria. He enjoys presenting at conferences across North America.

- Most investors dream of finding the next 10-bagger that truly changes a portfolio. But to identify stocks with 10x potential, you need to know where to look - The key is identifying small, growing, profitable, and undiscovered names. However, there are more than 5,000 small-cap stocks listed in the United States and Canada, making it hard to find the best candidates - Ryan and Brennan will introduce their highly profitable "Orphan Stock Opportunities" – including five new "Buy" recommendations in the gold mining, pharmaceutical, fintech, insurance, and oil services sectors

15:45 to 16:30

Following the Future: Five Trends You Can’t Afford to Ignore

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Jerry Robinson
Economist, Investor, and Trend Strategist, Followthemoney.com

Jerry Robinson

Economist, Investor, and Trend Strategist, Followthemoney.com

Jerry Robinson is an economist, investor, author, and founder of FollowtheMoney.com. Since 2010, he has helped investors make sense of major market trends through his research, podcasts, trading education, and member services. His work focuses on macro trends, ETFs, stocks, digital assets, precious metals, and disciplined long-term wealth building.

• AI, robotics, digital assets, demographic shifts, and changing energy demands are transforming the way we live, work, and invest • Combining economic insight with practical observations, Jerry will help you understand the opportunities and risks emerging from one of the most significant periods of change in modern history

16:40 to 17:25

Building Your Wealth Through Private Real Estate

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Janet LePage
Co-Founder & CEO, Western Wealth Capital

Janet LePage

Co-Founder & CEO, Western Wealth Capital

Janet LePage is the co-founder & ceoof Western Wealth Capital. For the past decade, Janet has been focused on creating wealth through well-selected real estate. She has grown her precise business strategy from more than 50 residential transactions in Arizona to the purchase of 130 multifamily buildings comprised of over 29,000 rental units. Under Janet's leadership, Western Wealth Capital has successfully completed over $6.4 billion in real estate transactions.

Starting as a young mother with a vision, Janet LePage built a billion-dollar real estate empire by developing scalable systems for success. Discover the strategies and mindset that fueled her growth, and learn how to apply them to your own real estate investing.

16:40 to 17:25

Introducing InNova Global Fund: Empowering Change Through Microfinance in Kenya

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Rudolfo Beltran
InNova Global Fund

Rudolfo Beltran

InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNoval Global Fund, brings over three decades of extensive experience in brand management and sales within the beverage industry. His wealth of knowledge has been instrumental in driving growth and success as they strive to make a positive impact through micro-lending in Kenya.

InNova Global Fund is redefining financial inclusion by delivering innovative micro-lending solutions that expand access to capital for underserved communities across Kenya Powered by technology and data-driven insights, InNova scales impact efficiently—fueling entrepreneurship, local economic growth, and long-term community empowerment Invest with purpose alongside a platform designed to generate measurable social impact while reshaping the future of opportunity in emerging markets

16:40 to 17:25

Mastering Market Volatility: Trading Strategies for the Nasdaq-100 Index® in a Tech-Dominated Market

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Eleanor Yu
Index Options Sales, Nasdaq

Eleanor Yu

Index Options Sales, Nasdaq

Eleanor Yu is part of the Index Options Sales team at Nasdaq. Originally from Hong Kong, Yu brings a global perspective to U.S. investors, sharing how the world's largest derivatives markets are evolving and what that means for retail traders navigating NDX options. Prior to Nasdaq, Eleanor gained experience across trading and research at Morgan Stanley, Citi, and Apeiron Capital. She holds a B.A. in Mathematics and P.P.E. (Philosophy, Politics and Economics) from the University of Pennsylvania. Outside of work, she enjoys skiing and playing bridge.

• Market volatility is a foundation for investment strategies and decision-making • Explore the unpredictable nature of options to see how capital markets thrive on uncertainty, and how volatility can be a powerful tool for investors seeking to profit from market changes • Eleanor will also showcase how to transform market volatility from a source of risk to an opportunity for potential gains

17:30 to 17:55

Investing in an AI and Degenerate Economy Future

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Howard Lindzon
Chairman, StockTwits, LLC

Howard Lindzon

Chairman, StockTwits, LLC

Howard Lindzon is a veteran investor with more than 20 years of experience across public and private markets. He is the founder and general partner of early-stage venture capital firm Social Leverage and ceo of Stocktwits, a leading social platform for traders and investors. Previously, he founded Lindzon Capital and Wallstrip, later acquired by CBS. Through Social Leverage, he has backed startups including Robinhood, Beehiiv, and Manscaped.

Today, the markets are basically open 24/7/365 -- and the "Degenerate Economy" is continuing to grow All the while, AI is dominating the markets and storylines everywhere, changing the way people work and build on a day-to-day basis How will share how he's thinking about investing as this future unfolds

17:55 to 18:25

What's Moving Now, What's Coming Next, and How You Can Profit

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Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.
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Eric Balchunas
Senior ETF Analyst, Bloomberg Intelligence

Eric Balchunas

Senior ETF Analyst, Bloomberg Intelligence

Eric Balchunas is senior ETF analyst for Bloomberg Intelligence where he writes research for the Bloomberg Terminal. He also helped create and appears on the first-ever ETF TV show called Bloomberg ETF IQ, as well as a podcast called Trillions. Mr. Balchunas is also a Bloomberg Opinion contributor and author of The Institutional ETF Toolbox, which was published by Wiley in March 2016. He holds a Bachelor's degree in journalism and environmental economics from Rutgers University.
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Jon Fee
Head of Distribution Strategy, BondBloxx

Jon Fee

Head of Distribution Strategy, BondBloxx

Jon Fee, Head of Distribution Strategy BondBloxx

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Daniel Santiago
Vice President, Sector Specialist, State Street Investment Management

Daniel Santiago

Vice President, Sector Specialist, State Street Investment Management

Daniel Santiago is vice president and sector specialist at State Street Investment Management, serving as ETF strategist for the Select Sector SPDR ETFs. Focused on strategy and education for retail investors, he is a recognized thought leader in sector investing. Santiago previously held leadership roles at multiple asset managers and is active with the FPA of Miami and Women in ETF

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Michael Khouw
Strategist, YieldMax ETFs

Michael Khouw

Strategist, YieldMax ETFs

Michael Khouw is a 20- year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities, and equity and index derivatives for both buy-side and sell-side firms. He is the co-author of The Options Edge (Wiley 2016), a comprehensive guide to understanding the value of options, optionality, volatility, and strategy for both retail and institutional investors that includes practical real-life examples of do's and don'ts for everyone from options novices to seasoned practitioners.

In this lively panel, you'll find out what funds are moving the most now and why, plus what new ETFs will hit the market soon. Most importantly, our expert panelists will explain the pros and cons of the latests ETFs ... and show oyu how to profit from them.

18:25 to 18:30

Daily Wrap Up

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Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.
18:30 to 19:30

Networking Reception

After your first full day of learning, kick back and relax with speakers, sponsors, and like-minded investors and traders. Enjoy your favorite cocktail, wine, or other beverage - and top-notch hors d'oeuvres - while you discuss and debate the recommendations you heard today.

07:00 to 09:00

What Wall Street Traders and Brokers Don’t Want You to See *MoneyMasters Course

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Fausto Pugliese
Cyber Trading University

Fausto Pugliese

Cyber Trading University

Fausto Pugliese is the founder of Cyber Trading University and a pioneer in day trading since the early 1990s. A 12-time champion of the MoneyShow Traders Challenge, he is known for his consistent, real-world trading performance. Fausto has been featured on Nasdaq TradeTalks, Fox News, and CNBC, and is the author of How To Beat Market Makers At Their Own Game, published by Wiley. He has trained tens of thousands of traders worldwide and regularly partners with leading brokerage firms to deliver hands-on trading education through live events and seminars.

Most investors and traders are trained to focus on the left side of the chart—watching support levels, resistance lines, lagging indicators, moving averages, and historical price action. But what most people never realize is that those levels were created by real institutional buying and selling activity in the first place. In this eye-opening course, veteran trader and former market maker Fausto Pugliese, founder of Cyber Trading University, will reveal... • How today's markets are still driven by the same forces they were 30 years ago—fear, greed, liquidity, and positioning • Why the real story of the market is happening on the right side of the chart—where large block orders, hidden liquidity, algorithmic activity, and institutional positioning are shaping the next move before the public ever sees it • What professional traders monitor—including NASDAQ TotalView/Level 3, market depth, order flow, and institutional activity—so they can identify where the big money is moving across stocks, options, futures, ETFs, and crypto markets • How large institutional and market maker orders influence support and resistance...how algorithms use liquidity to move price action...and why most retail traders are always reacting too late Whether you're an investor, swing trader, options trader, crypto trader, or active trader, this session will help you better understand the hidden mechanics behind today's AI- and algorithm-driven markets—and what Wall Street professionals have been watching for decades that most traders still never see.

07:30 to 08:15

Sponsored Breakfast (By Invitation Only)

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Dan Sauer
Vertical Petroleum Industries

Dan Sauer

Vertical Petroleum Industries

Dan Sauer is the president and CEO of Vertical Petroleum Industries (VPI) in Adrmore, Oklahoma. Currently, VPI partners with multiple operators, geologists, and field engineers to ensure the success of over 20 projects for more than seven years.
08:30 to 08:35

Welcome Remarks

08:35 to 09:00

Navigating Pre-Election Volatility - And Top 3 "Turnaround Tom" Plays

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Thomas Hayes
Founder, Chairman, and Managing Member, Great Hill Capital, LLC

Thomas Hayes

Founder, Chairman, and Managing Member, Great Hill Capital, LLC

Thomas J. Hayes is the founder, chairman, and managing member of Great Hill Capital, LLC (a long/short equity manager based in New York City). Before starting his own firm, Mr. Hayes worked with Cornwall Capital, LP (one of the firms featured in The Big Short book and movie). On a weekly basis, he publishes his timely stock market commentary, Hedge Fund Tips with Tom Hayes videocast and podcast. He has a wide following in the investment management, hedge fund, and media community.

- Tom will cover his market outlook through year end and into 2027 - plus the best ways to play sector rotation as the midterm picture comes into focus - He'll also share three specific portfolio picks and the thesis behind each one

09:00 to 09:15

Democratizing Microfinance: How InNova Global Fund Is Connecting Investors with Kenya’s Economic Revolution

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Rudolfo Beltran
Vice President & Head of Capital Acquisition, InNova Global Fund

Rudolfo Beltran

Vice President & Head of Capital Acquisition, InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNoval Global Fund, brings over three decades of extensive experience in brand management and sales within the beverage industry. His wealth of knowledge has been instrumental in driving growth and success as they strive to make a positive impact through micro-lending in Kenya.

• InNova Global Fund connects investors with Kenya's microfinance industry • Learn how micro loans offer pathways for both accredited and retail investors, delivering competitive returns while creating economic opportunity across East Africa

09:15 to 09:40

The Next Decade Is Already Here...Wall Street Just Hasn't Priced It Yet

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Jason Bodner
Co-Founder, MoneyFlows

Jason Bodner

Co-Founder, MoneyFlows

Jason Bodner is an accomplished investor and stock researcher, reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly letter, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith.

Curious how institutional money discovers tomorrow's winners years before everyone else? Then this is the session for you Twenty years ago, the biggest company in the world was Exxon. Fifteen years ago, smartphones were beginning to change everything and Apple was just beginning its ascent. Ten years ago, investors laughed at cloud software. Five years ago, AI was considered a niche Today, Nvidia is worth more than entire countries. So, here's the question: If we're all so smart... Why do the biggest winners always surprise us? The answer changed Jason's career – and he'll explain WHY (plus what it means to you) in San Francisco

09:40 to 10:15

Stocks You Aren't Buying (But Should)

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Jason Bodner
Co-Founder, MoneyFlows

Jason Bodner

Co-Founder, MoneyFlows

Jason Bodner is an accomplished investor and stock researcher, reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly letter, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith.
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Thomas Hayes
Founder, Chairman, and Managing Member, Great Hill Capital, LLC

Thomas Hayes

Founder, Chairman, and Managing Member, Great Hill Capital, LLC

Thomas J. Hayes is the founder, chairman, and managing member of Great Hill Capital, LLC (a long/short equity manager based in New York City). Before starting his own firm, Mr. Hayes worked with Cornwall Capital, LP (one of the firms featured in The Big Short book and movie). On a weekly basis, he publishes his timely stock market commentary, Hedge Fund Tips with Tom Hayes videocast and podcast. He has a wide following in the investment management, hedge fund, and media community.
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Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.
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John McCamant
SPEAKER, -

John McCamant

SPEAKER, -

John McCamant joined the leading investment newsletter, Medical Technology Stock Letter, as an associate editor in 1987 and was named editor in August 2000. He has spent over 35 years on the front lines of biotechnology investing. In his previous role as an equities analyst for the American Healthcare fund, Mr. McCamant uncovered investment opportunities and guided investment strategy.
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Christopher Berlet
President, CEO, & Director, Stakeholder Gold Corporation

Christopher Berlet

President, CEO, & Director, Stakeholder Gold Corporation

Christopher J. Berlet is a graduate of Mining Engineering from Queen's University in Ontario, Canada and holds a Diploma in Accounting and Finance from the London School of Economics and Political Science in London, England. Mr. Berlet is a CFA Charter Holder (USA) and has more than 30 years of experience in both finance and the mineral industries. Mr. Berlet is a recent recipient of the Certificate in ESG Investing offered by the CFA Society of the United Kingdom and is a steward of environmental and governance best practice.

Technology isn't the only sector worth owning. Our experts will guide you to the best names in biotech, energy, financials, industrials, and materials - the picks most investors are overlooking right now. Find out where the next wave of opportunity could emergy.

10:15 to 10:30

From $500 Million to Unicorn: The Founder DNA Behind HCN

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Kevin Bidner
CEO and Founder, The Hotel Communication Network

Kevin Bidner

CEO and Founder, The Hotel Communication Network

Kevin Bidner was a founding partner and executive at 2020 Technology for nearly two decades. Renowned as an exceptional 'super-salesman,' he was pivotal in securing 2020's largest multi-million-dollar clients. Following its IPO in 2009, Mr. Bidner embarked on a new journey that led to the inception of HCN, where he embodies the roles of visionary, strategist, and unwavering leader.

• Kevin Bidner helped build a company to $500 million—then started over with the same principles on an exponentially larger scale• Kevin will break down the founder mindset, grand-scale strategy, and the early-stage signals that help investors identify opportunities

10:30 to 12:30

How to Add Great Capital Compounding Stocks to Your Portfolio: Profitable 10x Stocks, Hidden AI Winners, Hard Assets & Dividend Aristocrats 7 great stocks to BUY today. *MoneyMasters Course

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Ryan Irvine
KeyStone Financial

Ryan Irvine

KeyStone Financial

Ryan Irvine is president and founder of KeyStocks.com, one of Canada's only independent stock market research advisor firms. KeyStocks.com specializes in uncovering, before the broader market, under-followed small-to-mid-sized companies that are financially sound and producing solid growth in both revenues and earnings and has a 25-year track record to prove it. Mr. Irvine has a BBA in finance, authored a syndicated financial column for eight years, which appeared in well-known Canadian publications including The Vancouver Province, Calgary Herald, and Investor's Digest. He is a regular guest on BNN and Canada's number one financial radio show Money Talks with Michael Campbell.
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Brennan Habetler
KeyStone Financial

Brennan Habetler

KeyStone Financial

Brennan Habetler, CFA, is an investment analyst and finance graduate from the University of Saskatchewan. He draws inspiration from investors like Warren Buffett and Peter Lynch, whose love for under-the-radar small-cap stocks and stoic value investing led them to achieve outsized returns. Mr. Habetler brings that same energy to his professional work with KeyStone Financial, applying his curiosity to uncover great investment opportunities following a Growth at a Reasonable Price (GARP) investment criteria. He enjoys presenting at conferences across North America.

Who should attend? Individuals or families who are serious about building a simple 20-25 stock portfolio and want a complete, easy-to-follow system that tells you what stocks to buy, how many, and when to buy & sell. Included in the live Master Class; 4 Keys to Finding the Next 10x Stock: Learning from real 10x–400x BUYs including Hammond Power (HPS.A) up 40,000%, XPEL (XPEL) up 3,700%, Argan (AGX) up 1,400%, and Boyd (BYD) up 10,000% — revealing the 4 key traits nearly every 10x stock possesses. Hidden AI Winners: Profitable Unknown stocks poised to surge from the Trillions Spent on AI Data Centers – Power providers (nat gas / nuclear), critical infrastructure & power component stocks, and more. A Generational US Software Opportunity? AI fears have Big Name SaaS stocks hitting multi-year lows (down 30-50%): Microsoft, Constellation, Intuit, Salesforce, ServiceNow, Descartes, Datadog, Palantir, and many more – which to BUY and which to SELL. 2026-27 Outlook & Market Commentary – Current valuations from a historical perspective, tariffs & your portfolio, inflation, and dividend stocks in a lower rate environment. The New Model: How to build a simple 15-25 Stock Portfolio. We detail the types of capital compounding great stocks to focus on, how many to buy, when to buy, over what period, and when to sell. How Do We Find Unknown Capital Compounding Stocks? Leaving no stone unturned, we detail our process with real-world examples. 2026 Starter Portfolio: We detail 7 Profitable Stocks you buy today! Q&A session with Ryan Irvine & Brennan Habetler.

10:30 to 11:00

Meet and Greet

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Thomas Hayes
LLC

Thomas Hayes

LLC

Thomas J. Hayes is the founder, chairman, and managing member of Great Hill Capital, LLC (a long/short equity manager based in New York City). Before starting his own firm, Mr. Hayes worked with Cornwall Capital, LP (one of the firms featured in The Big Short book and movie). On a weekly basis, he publishes his timely stock market commentary, Hedge Fund Tips with Tom Hayes videocast and podcast. He has a wide following in the investment management, hedge fund, and media community.
11:00 to 11:45

Trader Therapy: Rewire Your Brain for Market Mastery

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Heather Vanek
Content Manager, Simpler Trading

Heather Vanek

Content Manager, Simpler Trading

Heather Vanek is a content manager at Simpler Trading where she takes complex options strategies and breaks them down into easy-to-understand lessons. She works directly with John Carter, world-class trader and developer of the TTM Squeeze indicator, to deliver his highly successful trades to aspiring traders hoping to gain wisdom and proficiency from the master himself. Heather originally began a career as a photographer in 2004. After nine years of working behind the camera, she realized her true passion was teaching other professionals skills. She has since redirected this passion from teaching business skills to photographers to teaching retail traders how to grow their accounts.

- Discover why 90% of traders struggle despite having access to the same tools, charts, and market data as successful traders. - Learn how psychology and neuroscience influence decision-making under risk, uncertainty, fear, and reward. - Gain insight into the mental habits and behavioral patterns that can sabotage trading performance—and how to overcome them.

11:00 to 11:45

Why Cryptocurrency is the Best Money

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Jason Hommel
Miner, Blockchain Mint

Jason Hommel

Miner, Blockchain Mint

Jason Hommel wrote the Silver Stock Report from 2003 until 2014. He is an expert on Bible Prophecy, Gold, Silver, Money, Health, Vitamins and Minerals, and now Cryptocurrencies.

Join Jason Hommel as he shows 24 Ways that Bitcoin is Better than Gold. He will also discuss how utility will revolutionize the money industry.

11:00 to 11:45

Introducing InNova Global Fund: Empowering Change Through Microfinance in Kenya

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Rudolfo Beltran
InNova Global Fund

Rudolfo Beltran

InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNoval Global Fund, brings over three decades of extensive experience in brand management and sales within the beverage industry. His wealth of knowledge has been instrumental in driving growth and success as they strive to make a positive impact through micro-lending in Kenya.

InNova Global Fund is redefining financial inclusion by delivering innovative micro-lending solutions that expand access to capital for underserved communities across Kenya Powered by technology and data-driven insights, InNova scales impact efficiently—fueling entrepreneurship, local economic growth, and long-term community empowerment Invest with purpose alongside a platform designed to generate measurable social impact while reshaping the future of opportunity in emerging markets

11:55 to 12:40

10 ETFs to Watch in 2026

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Eric Balchunas
Bloomberg Intelligence

Eric Balchunas

Bloomberg Intelligence

Eric Balchunas is senior ETF analyst for Bloomberg Intelligence where he writes research for the Bloomberg Terminal. He also helped create and appears on the first-ever ETF TV show called Bloomberg ETF IQ, as well as a podcast called Trillions. Mr. Balchunas is also a Bloomberg Opinion contributor and author of The Institutional ETF Toolbox, which was published by Wiley in March 2016. He holds a Bachelor's degree in journalism and environmental economics from Rutgers University.

- Artificial Intelligence and space exploration are two of the biggest trends taking place this decade – and ETFs allow for easy, low-cost ways to take part in the growth of these growing industries - The problem is there are so many funds to choose from it can be overwhelming - Learn from Eric, a long-time ETF expert, how to pick ones that are right for you

11:55 to 12:40

“Turnaround Tom’s” Investment Framework: Buying Good Businesses at Great Prices for Attractive Returns Over Time

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Thomas Hayes
Founder, Chairman, and Managing Member, Great Hill Capital, LLC

Thomas Hayes

Founder, Chairman, and Managing Member, Great Hill Capital, LLC

Thomas J. Hayes is the founder, chairman, and managing member of Great Hill Capital, LLC (a long/short equity manager based in New York City). Before starting his own firm, Mr. Hayes worked with Cornwall Capital, LP (one of the firms featured in The Big Short book and movie). On a weekly basis, he publishes his timely stock market commentary, Hedge Fund Tips with Tom Hayes videocast and podcast. He has a wide following in the investment management, hedge fund, and media community.

• Take a deep dive into the "Turnaround Tom" playbook of private equity in public markets• He'll walk through his investment framework for turning dislocation into opportunity—and how to buy good businesses at great prices for attractive long-term returns. Plus, learn about his key investment filters, the role of time horizon and temperament as structural advantages, and the four pillars that underwrite each investment

11:55 to 12:40

Investing in new Frontiers: Leading Stocks in Photonics, AI, and Robotics

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Jason Bodner
Co-Founder, MoneyFlows

Jason Bodner

Co-Founder, MoneyFlows

Jason Bodner is an accomplished investor and stock researcher, reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly letter, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith.

- Explore the major investment themes shaping the future of the markets and discover where the next wave of opportunity is emerging. - Join MoneyFlows cofounder Jason Bodner as he highlights the high-growth stocks leading these trends and the key signals investors should be watching now.

12:40 to 13:15

Meet and Greet with

12:45 to 13:15

How to Profit from the Metals Exploration Deficit

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Christopher Berlet
President, CEO, & Director, Stakeholder Gold Corporation

Christopher Berlet

President, CEO, & Director, Stakeholder Gold Corporation

Christopher J. Berlet is a graduate of Mining Engineering from Queen's University in Ontario, Canada and holds a Diploma in Accounting and Finance from the London School of Economics and Political Science in London, England. Mr. Berlet is a CFA Charter Holder (USA) and has more than 30 years of experience in both finance and the mineral industries. Mr. Berlet is a recent recipient of the Certificate in ESG Investing offered by the CFA Society of the United Kingdom and is a steward of environmental and governance best practice.

A brief summary of rising Critical Mineral demand against underinvestment in supply and the outsize opportunities presented by metal exploration companies today. A discussion of the factors that contribute to success and failure. The importance of: Jurisdiction / Metallurgy / Grade / Accessibility vs. Strip-Ratios, underground vs. open pit extraction / Recycling / Tokenization of Metal Assets and Metals in the ground.

13:30 to 13:55

Prediction Markets, Crypto, and AI Trading

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Robert Savage
Founder, Savage Markets

Robert Savage

Founder, Savage Markets

Bob Savage runs Savage Markets a consultancy covering the intersection of macro and micro markets. His background spans buyside and sell side firms. Until this summer Bob ran BNY macro markets strategy and insights globally. He joined BNY in April 2019 adding to his 35+ years of experience in the industry. He is a market thought leader writing about markets daily throughout his career and actively speaking at conferences and events. Bob has a broad set of experience from the variety of roles he's held across markets, from the hedge fund space (FX Concepts and IKOS), to the sell-side (with more than 20 years at Goldman Sachs both as a FX trader and as an MD running institutional FX sales), as a consultant (McKinsey) and most recently at a quant-based FX advisory (CC Track Solutions).

- Prediction markets are opening up all kinds of new trading opportunities - but navigating them takes new skills and tactics - Meanwhile, AI-based trading tools are proliferating and the regulatory environment in crypto remains in flux - Find out how to navigate these developments and key geopolitical events, as well as ways to trade macro with micro

13:55 to 14:30

Will the Current Decade Be the Roaring 2020s?

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Edward Yardeni
President, Yardeni Research, Inc.

Edward Yardeni

President, Yardeni Research, Inc.

Dr. Ed Yardeni is the president of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as chief investment strategist for Oak Associates, Prudential Equity Group, and Deutsche Bank's US equities division in New York City. Dr. Yardeni taught at Columbia University's Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He is frequently quoted in the financial press, including The Wall Street Journal, Financial Times, The New York Times, The Washington Post, and Barron's.

- Dr. Ed Yardeni will discuss the similarities and differences between the current decade and previous ones, explaining why he assigns a 80% probability to a productivity-led boom like the 1920s – and 20% to a scenario similar to the Great Inflation of the 1970s (including a possible debt crisis and trade war) - He will also discuss why economists have been too pessimistic about the US economic outlook – and the importance of the AI Digital Revolution - Next, he'll cover why he remains bullish – with S&P 500 targets of 8,800 in 2027 and 10,000 in 2029 - Finally, he'll balance his optimistic outlook with a discussion of widespread concerns about US government deficits and the unsettling geopolitical environment

14:30 to 14:45

Critical Minerals, Resource Nationalism, Supply Chain Resilience, and the Investment Opportunities leading into Q2 of the 21st Century

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Christopher Berlet
President, CEO, & Director, Stakeholder Gold Corporation

Christopher Berlet

President, CEO, & Director, Stakeholder Gold Corporation

Christopher J. Berlet is a graduate of Mining Engineering from Queen's University in Ontario, Canada and holds a Diploma in Accounting and Finance from the London School of Economics and Political Science in London, England. Mr. Berlet is a CFA Charter Holder (USA) and has more than 30 years of experience in both finance and the mineral industries. Mr. Berlet is a recent recipient of the Certificate in ESG Investing offered by the CFA Society of the United Kingdom and is a steward of environmental and governance best practice.

Recognition of the strategic importance of Critical Minerals has resulted in 42 international lists including those for NATO (2024) and the United States Defense Logistics Agency (2022). At the same time Metal ETFs have starved the sector of exploration investment for 2 decades. Supply-Demand imbalances are profound and provide outsize investment opportunities for the coming decade of Hard Asset investment.

15:00 to 15:30

Meet and Greet with Heather Vanek

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Heather Vanek
Simpler Trading

Heather Vanek

Simpler Trading

Heather Vanek is a content manager at Simpler Trading where she takes complex options strategies and breaks them down into easy-to-understand lessons. She works directly with John Carter, world-class trader and developer of the TTM Squeeze indicator, to deliver his highly successful trades to aspiring traders hoping to gain wisdom and proficiency from the master himself. Heather originally began a career as a photographer in 2004. After nine years of working behind the camera, she realized her true passion was teaching other professionals skills. She has since redirected this passion from teaching business skills to photographers to teaching retail traders how to grow their accounts.
15:30 to 16:15

Generating Options Income with Low Volatility, Minimal Leverage, and High Risk-Adjusted Returns

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Michael Khouw
Strategist, YieldMax ETFs

Michael Khouw

Strategist, YieldMax ETFs

Michael Khouw is a 20- year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities, and equity and index derivatives for both buy-side and sell-side firms. He is the co-author of The Options Edge (Wiley 2016), a comprehensive guide to understanding the value of options, optionality, volatility, and strategy for both retail and institutional investors that includes practical real-life examples of do's and don'ts for everyone from options novices to seasoned practitioners.

Join Michael to learn why many popular high-yield strategies disappoint—and where sustainable options income really comes from Discuss how you can discover how disciplined trade and underlying selection can improve risk-adjusted returns And help you explore a practical framework for generating income with lower volatility, minimal leverage, and disciplined risk management

15:30 to 16:15

Analyzing and Trading in Today's Hot Commodities

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Carley Garner
Senior Commodity Market Strategist and Broker, DeCarley Trading

Carley Garner

Senior Commodity Market Strategist and Broker, DeCarley Trading

Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is frequently referenced on Jim Cramer's "Mad Money" on CNBC, and she is a regular guest on multiple media outlets, including Bloomberg Television and the Schwab Network. You may also see her on "Cow Guy Close," hosted by Scott Shellady, on RFD-TV or on the industry speaking circuit. Ms. Garner is an award-winning author, with books including Trading Commodity Options with Creativity, Higher Probability Commodity Trading, A Trader's First Book on Commodities, and others.

- Futures and options veteran, Carley Garner, will take you through the charts, seasonal patterns, and fundamental twists to popular commodity markets - She will also offer ideas on how to speculate and/or portfolio hedge with these financial instruments

15:30 to 16:15

ETFs 102: Your Essential Guide to ETF Investing

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Daniel Santiago
Vice President, Sector Specialist, State Street Investment Management

Daniel Santiago

Vice President, Sector Specialist, State Street Investment Management

Daniel Santiago is vice president and sector specialist at State Street Investment Management, serving as ETF strategist for the Select Sector SPDR ETFs. Focused on strategy and education for retail investors, he is a recognized thought leader in sector investing. Santiago previously held leadership roles at multiple asset managers and is active with the FPA of Miami and Women in ETF

From first-time investors to ETF enthusiasts, this session is designed to answer your ETF questions. We'll discuss how ETFs work, why they've become one of the most popular investment vehicles, and how investors use them for diversification, asset allocation, risk management, income generation, and thematic investing. Whether you're building your first portfolio or refining an existing one, bring your questions and let's dive in.

15:30 to 17:30

Finding Growth Winners in the New Market Paradigm *MoneyMasters Course

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Jason Bodner
MoneyFlows

Jason Bodner

MoneyFlows

Jason Bodner is an accomplished investor and stock researcher, reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly letter, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith.

MoneyFlows co-founder Jason Bodner is a big proponent of following the "Big Money." Specifically, his firm focuses on one thing most investors miss: Unusual institutional buying activity flowing into the highest-quality names. In this deep-dive course, Jason will... - Show you how feeding specific data into a rules-based system can identify mispricing early, and produce important insights as a result - Walk you step-by-step through his method of isolating the biggest winning stocks for tomorrow and beyond - Explore scaling businesses in themes such as AI, quantum computing, the power grid, space, and more Don't miss this opportunity to take your portfolio to the next level!

15:30 to 16:15

The Golden Age of Biotech

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John McCamant
SPEAKER, -

John McCamant

SPEAKER, -

John McCamant joined the leading investment newsletter, Medical Technology Stock Letter, as an associate editor in 1987 and was named editor in August 2000. He has spent over 35 years on the front lines of biotechnology investing. In his previous role as an equities analyst for the American Healthcare fund, Mr. McCamant uncovered investment opportunities and guided investment strategy.

- John has been analyzing and writing about biotechnology sector developments for decades - In this session, he'll discuss the industry's mastery of turning technology into drugs - He'll also cover the specific companies that he believes are the best investments for 2026-2027

16:25 to 17:10

Drilling for Success: Unlocking Oil Investment Opportunities

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Dan Sauer
Vertical Petroleum Industries

Dan Sauer

Vertical Petroleum Industries

Dan Sauer is the president and CEO of Vertical Petroleum Industries (VPI) in Adrmore, Oklahoma. Currently, VPI partners with multiple operators, geologists, and field engineers to ensure the success of over 20 projects for more than seven years.

Uncover the advantages to investing in oil drilling projects (joint ventures). They include the fact current oil prices could fuel huge potential profits, tax advantages, the ability to choose the right type of project for you, and the rapid and potentially extremely high rate of return on investment. Dan will educate you on this unique opportunity - and describe what has made him consistently successful in this sector.

16:25 to 17:10

Unicorn Alert!: The Coming AI Revolution in Travel, Invest in the Company Making It Happen

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Kevin Bidner
The Hotel Communication Network

Kevin Bidner

The Hotel Communication Network

Kevin Bidner was a founding partner and executive at 2020 Technology for nearly two decades. Renowned as an exceptional 'super-salesman,' he was pivotal in securing 2020's largest multi-million-dollar clients. Following its IPO in 2009, Mr. Bidner embarked on a new journey that led to the inception of HCN, where he embodies the roles of visionary, strategist, and unwavering leader.

- Prepare for a game-changing evolution in the multi-trillion-dollar travel industry, poised to revolutionize the way we explore the world. - 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. - Stay at the forefront by gaining valuable insights into these imminent changes and positioning yourself for unparalleled gains. Introducing HCN, the Hotel Communication Network, a trailblazing software technology enterprise acclaimed at a national level, whose innovative solutions are in some of the largest Hiltons in the world.

16:25 to 17:10

Stakeholder Gold and the Critical Mineral Investment Thesis

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Christopher Berlet
President, CEO, & Director, Stakeholder Gold Corporation

Christopher Berlet

President, CEO, & Director, Stakeholder Gold Corporation

Christopher J. Berlet is a graduate of Mining Engineering from Queen's University in Ontario, Canada and holds a Diploma in Accounting and Finance from the London School of Economics and Political Science in London, England. Mr. Berlet is a CFA Charter Holder (USA) and has more than 30 years of experience in both finance and the mineral industries. Mr. Berlet is a recent recipient of the Certificate in ESG Investing offered by the CFA Society of the United Kingdom and is a steward of environmental and governance best practice.

- Stakeholder Gold is a gold and critical mineral discovery in the Yukon Territory of Canada – one of the world's leading resource development jurisdictions - Learn how Stakeholder is situated in the center of the prolific and rapidly developing White Gold District - Plus, find out how it could uncover a new endowment of the critical minerals valued most for the energy transition and monetary reset

17:15 to 17:45

Global Macro Outlook in an Uncertain World

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Alejandra Grindal
Chief Economist, Ned Davis Research

Alejandra Grindal

Chief Economist, Ned Davis Research

Alejandra Grindal, chief economist at Ned Davis Research, is the primary person in charge of the firms global economic outlook, and is responsible for identifying global economic trends and themes, particularly as they relate to developments in equity, fixed income, commodity, and currency markets. In recent years, Alejandra has been particularly focused on global demographics and labor force trends, Chinas economic transition, and Japans lost decade. She joined Ned Davis Research in 2006. Alejandra is a frequent speaker at professional and investment conferences. Her work has been quoted in national media, including Barron's, Wall Street Journal, CNBC, and TIME, and is a guest on CNBC, Bloomberg TV, and TD Ameritrade Network. Prior to joining Ned Davis Research, Alejandra taught microeconomics and macroeconomics at Florida State University during her graduate studies, and then worked as a full-time professor at Santa Fe College and Edison College. Ms. Grindal received her Masters's degree in Economics and a Bachelor of Science degree in Economics and International Affairs, with summa cum laude and Phi Beta Kappa distinction, from Florida State University.

- Alejandra will discuss the global macroeconomic, inflation, and policy outlook in the context of rising uncertainty and how it impacts equity positioning - She will also examine long-term growth drivers and what this all means for US vs. international allocation and the dollar

17:45 to 18:15

The Economic Mystery of Our Time: Inflation, Stagflation, Growth - or What?

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Jim Bianco
President and Macro Strategist, Bianco Research, LLC

Jim Bianco

President and Macro Strategist, Bianco Research, LLC

Jim Bianco is the president and macro strategist at Bianco Research, LLC. Since 1990, his commentaries have offered a unique perspective on financial markets and the global economy. Unencumbered by the biases of traditional Wall Street research, Mr. Bianco has built a decades-long reputation for objective, incisive commentary that challenges consensus thinking. For nearly 20 years at Bianco Research, his wide-ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows, and positioning in financial markets.
speaker headshot

Gordon Chang
Speaker, -

Gordon Chang

Speaker, -

GORDON G. CHANG is the author of Plan Red: China's Project to Destroy America and The Coming Collapse of China. His other works include The Great U.S.-China Tech War and China Is Going to War. Chang lived and worked in China and Hong Kong for almost two decades practicing law in Shanghai as Counsel to the American law firm Paul Weiss and in Hong Kong as Partner in the international law firm Baker & McKenzie. He is a columnist at Newsweek and writes regularly for The Hill and other publications Mr. Chang has given briefings at the National Intelligence Council, Central Intelligence Agency, State Department, and the Pentagon. Chang has appeared before the House Committee on Foreign Affairs and the U.S.-China Economic and Security Review Commission. He has also spoken before industry and investor groups including Bloomberg, Sanford Bernstein, Economic Club of New York, Royal Bank of Scotland, Credit Lyonnais Securities Asia, American Chamber of Commerce, Bank of America, Standard Chartered Bank, Federal Home Loan Bank of Cincinnati, and the California Association of Public Retirement Systems. He frequently appears on Fox News, Fox Business, Newsmax TV, CNN, and CNBC. He served two terms as a trustee of Cornell University.
speaker headshot

Alejandra Grindal
Chief Economist, Ned Davis Research

Alejandra Grindal

Chief Economist, Ned Davis Research

Alejandra Grindal, chief economist at Ned Davis Research, is the primary person in charge of the firms global economic outlook, and is responsible for identifying global economic trends and themes, particularly as they relate to developments in equity, fixed income, commodity, and currency markets. In recent years, Alejandra has been particularly focused on global demographics and labor force trends, Chinas economic transition, and Japans lost decade. She joined Ned Davis Research in 2006. Alejandra is a frequent speaker at professional and investment conferences. Her work has been quoted in national media, including Barron's, Wall Street Journal, CNBC, and TIME, and is a guest on CNBC, Bloomberg TV, and TD Ameritrade Network. Prior to joining Ned Davis Research, Alejandra taught microeconomics and macroeconomics at Florida State University during her graduate studies, and then worked as a full-time professor at Santa Fe College and Edison College. Ms. Grindal received her Masters's degree in Economics and a Bachelor of Science degree in Economics and International Affairs, with summa cum laude and Phi Beta Kappa distinction, from Florida State University.
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Edward Yardeni
President, Yardeni Research, Inc.

Edward Yardeni

President, Yardeni Research, Inc.

Dr. Ed Yardeni is the president of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as chief investment strategist for Oak Associates, Prudential Equity Group, and Deutsche Bank's US equities division in New York City. Dr. Yardeni taught at Columbia University's Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He is frequently quoted in the financial press, including The Wall Street Journal, Financial Times, The New York Times, The Washington Post, and Barron's.

Are we headed for sustained inflation? Stagflation? A continued growth cycle? Something nobody's fully priced in yet? Our panelists won't jus ttalk theory - they'll give you specific steps for both profit and protection in whatever scenario plays out.

15:30 to 16:15

ETFs 102 and Beyond: Ask Me Anything

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Daniel Santiago
Vice President, Sector Specialist, State Street Investment Management

Daniel Santiago

Vice President, Sector Specialist, State Street Investment Management

Daniel Santiago is vice president and sector specialist at State Street Investment Management, serving as ETF strategist for the Select Sector SPDR ETFs. Focused on strategy and education for retail investors, he is a recognized thought leader in sector investing. Santiago previously held leadership roles at multiple asset managers and is active with the FPA of Miami and Women in ETF

From first-time investors to ETF enthusiasts, this session is designed to answer your ETF questions. We'll discuss how ETFs work, why they've become one of the most popular investment vehicles, and how investors use them for diversification, asset allocation, risk management, income generation, and thematic investing. Whether you're building your first portfolio or refining an existing one, bring your questions and let's dive in. 

07:30 to 08:30

Sunrise Session - HCN (By Invitation Only)

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Kevin Bidner
The Hotel Communication Network

Kevin Bidner

The Hotel Communication Network

Kevin Bidner was a founding partner and executive at 2020 Technology for nearly two decades. Renowned as an exceptional 'super-salesman,' he was pivotal in securing 2020's largest multi-million-dollar clients. Following its IPO in 2009, Mr. Bidner embarked on a new journey that led to the inception of HCN, where he embodies the roles of visionary, strategist, and unwavering leader.
08:30 to 08:35

Welcome Remarks

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Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.
08:35 to 09:05

The Silicon Valley-China Face-Off in AI and VC

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Rebecca Fannin
Silicon Dragon Ventures

Rebecca Fannin

Silicon Dragon Ventures

Rebecca A. Fannin is an expert on global technology innovation, with a distinguished career as a journalist, author, and commentator. She is the founder of media and events platform Silicon Dragon Ventures and contributes regularly to CNBC and Newsweek. In addition, she serves as a venture scout for Alumni Ventures and as an independent board director. Rebecca is the author of five books, including her latest, The New Tech Titans of China (Hachette Book Group, 2026). Her books have been translated into eight languages for multiple markets. Represented by Leading Authorities in Washington, DC, Rebecca is a sought-after speaker who has presented at Brookings Institution, Asia Society, London Stock Exchange, Foreign Policy, the Commonwealth Club, and universities including Harvard, Yale, Stanford, and Oxford. Her insights have been featured by the BBC, Bloomberg, Fox News, CNBC, Financial Times, and The New York Times. Rebecca's international career spans from Forbes columnist in Hong Kong to editor at Red Herring in Silicon Valley, to chief editor of Pulitzer-owned International Business in New York. She has contributed to Harvard Business Review, The NYTimes newsletter Wire China, and numerous corporate thought leadership publications. She also has provided expert testimony on Capitol Hill. Originally from Ohio and a graduate of Ohio University's Scripps School, Rebecca is now based in New York City and San Francisco. She frequently travels to emerging markets for her work.

- AI is fueling Silicon Valley to be pumped up like never before. With venture deals and valuations multiplying, the Bay Area is in a bubble economy. The question is, how long will it last- Plus, learn from Rebecca how AI is feeding its way into business and society…talent is heading to the Valley for fear of missing out on starting up...and how that means it's bound to last far longer than the DotCom boom

09:05 to 09:30

The AI Economy

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Jim Bianco
President and Macro Strategist, Bianco Research, LLC

Jim Bianco

President and Macro Strategist, Bianco Research, LLC

Jim Bianco is the president and macro strategist at Bianco Research, LLC. Since 1990, his commentaries have offered a unique perspective on financial markets and the global economy. Unencumbered by the biases of traditional Wall Street research, Mr. Bianco has built a decades-long reputation for objective, incisive commentary that challenges consensus thinking. For nearly 20 years at Bianco Research, his wide-ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows, and positioning in financial markets.

AI might be the biggest technology of our lifetimes, bigger than the PC or the internet. Is its spending, valuation, and hype justified?

09:30 to 10:05

China in a Turbulent World

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Gordon Chang
Speaker, -

Gordon Chang

Speaker, -

GORDON G. CHANG is the author of Plan Red: China's Project to Destroy America and The Coming Collapse of China. His other works include The Great U.S.-China Tech War and China Is Going to War. Chang lived and worked in China and Hong Kong for almost two decades practicing law in Shanghai as Counsel to the American law firm Paul Weiss and in Hong Kong as Partner in the international law firm Baker & McKenzie. He is a columnist at Newsweek and writes regularly for The Hill and other publications Mr. Chang has given briefings at the National Intelligence Council, Central Intelligence Agency, State Department, and the Pentagon. Chang has appeared before the House Committee on Foreign Affairs and the U.S.-China Economic and Security Review Commission. He has also spoken before industry and investor groups including Bloomberg, Sanford Bernstein, Economic Club of New York, Royal Bank of Scotland, Credit Lyonnais Securities Asia, American Chamber of Commerce, Bank of America, Standard Chartered Bank, Federal Home Loan Bank of Cincinnati, and the California Association of Public Retirement Systems. He frequently appears on Fox News, Fox Business, Newsmax TV, CNN, and CNBC. He served two terms as a trustee of Cornell University.

- China's economy is deteriorating quickly, but XI Jinping is doubling down on hard-edged policies. At the same time, Chinese stocks are holding up. Why are equities disconnected from fundamentals. - Xi seems to think after his summits with Presidents Trump and Putin tha the can do whatever he wants - but he is almost certainly mistaken - Learn why China, the biggest beneficiary of the post-Cold War period, could now be the biggest loser in a world of constant turbulence

10:05 to 10:30

The Great US-China Struggle: Who Wins, Who Loses, and What it Means for Markets and You

speaker headshot

Gordon Chang
Speaker, -

Gordon Chang

Speaker, -

GORDON G. CHANG is the author of Plan Red: China's Project to Destroy America and The Coming Collapse of China. His other works include The Great U.S.-China Tech War and China Is Going to War. Chang lived and worked in China and Hong Kong for almost two decades practicing law in Shanghai as Counsel to the American law firm Paul Weiss and in Hong Kong as Partner in the international law firm Baker & McKenzie. He is a columnist at Newsweek and writes regularly for The Hill and other publications Mr. Chang has given briefings at the National Intelligence Council, Central Intelligence Agency, State Department, and the Pentagon. Chang has appeared before the House Committee on Foreign Affairs and the U.S.-China Economic and Security Review Commission. He has also spoken before industry and investor groups including Bloomberg, Sanford Bernstein, Economic Club of New York, Royal Bank of Scotland, Credit Lyonnais Securities Asia, American Chamber of Commerce, Bank of America, Standard Chartered Bank, Federal Home Loan Bank of Cincinnati, and the California Association of Public Retirement Systems. He frequently appears on Fox News, Fox Business, Newsmax TV, CNN, and CNBC. He served two terms as a trustee of Cornell University.
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Rebecca Fannin
Author, The New Tech Titans of China, Founder of Silicon Dragon V, Silicon Dragon Ventures

Rebecca Fannin

Author, The New Tech Titans of China, Founder of Silicon Dragon V, Silicon Dragon Ventures

Rebecca A. Fannin is an expert on global technology innovation, with a distinguished career as a journalist, author, and commentator. She is the founder of media and events platform Silicon Dragon Ventures and contributes regularly to CNBC and Newsweek. In addition, she serves as a venture scout for Alumni Ventures and as an independent board director. Rebecca is the author of five books, including her latest, The New Tech Titans of China (Hachette Book Group, 2026). Her books have been translated into eight languages for multiple markets. Represented by Leading Authorities in Washington, DC, Rebecca is a sought-after speaker who has presented at Brookings Institution, Asia Society, London Stock Exchange, Foreign Policy, the Commonwealth Club, and universities including Harvard, Yale, Stanford, and Oxford. Her insights have been featured by the BBC, Bloomberg, Fox News, CNBC, Financial Times, and The New York Times. Rebecca's international career spans from Forbes columnist in Hong Kong to editor at Red Herring in Silicon Valley, to chief editor of Pulitzer-owned International Business in New York. She has contributed to Harvard Business Review, The NYTimes newsletter Wire China, and numerous corporate thought leadership publications. She also has provided expert testimony on Capitol Hill. Originally from Ohio and a graduate of Ohio University's Scripps School, Rebecca is now based in New York City and San Francisco. She frequently travels to emerging markets for her work.
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Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.

The US and China are locked in a great geopolitical and economic struggle. How it unfolds will have dramatic impacts on markets, the global economy, and your investments. Our two top China experts will discuss and debate potential outcomes - and share their favorite strategies and recommendations with you.

10:30 to 11:00

Meet and Greet with Gordon Chang and Rebecca Fannin

speaker headshot

Gordon Chang
-

Gordon Chang

-

GORDON G. CHANG is the author of Plan Red: China's Project to Destroy America and The Coming Collapse of China. His other works include The Great U.S.-China Tech War and China Is Going to War. Chang lived and worked in China and Hong Kong for almost two decades practicing law in Shanghai as Counsel to the American law firm Paul Weiss and in Hong Kong as Partner in the international law firm Baker & McKenzie. He is a columnist at Newsweek and writes regularly for The Hill and other publications Mr. Chang has given briefings at the National Intelligence Council, Central Intelligence Agency, State Department, and the Pentagon. Chang has appeared before the House Committee on Foreign Affairs and the U.S.-China Economic and Security Review Commission. He has also spoken before industry and investor groups including Bloomberg, Sanford Bernstein, Economic Club of New York, Royal Bank of Scotland, Credit Lyonnais Securities Asia, American Chamber of Commerce, Bank of America, Standard Chartered Bank, Federal Home Loan Bank of Cincinnati, and the California Association of Public Retirement Systems. He frequently appears on Fox News, Fox Business, Newsmax TV, CNN, and CNBC. He served two terms as a trustee of Cornell University.
speaker headshot

Rebecca Fannin
Silicon Dragon Ventures

Rebecca Fannin

Silicon Dragon Ventures

Rebecca A. Fannin is an expert on global technology innovation, with a distinguished career as a journalist, author, and commentator. She is the founder of media and events platform Silicon Dragon Ventures and contributes regularly to CNBC and Newsweek. In addition, she serves as a venture scout for Alumni Ventures and as an independent board director. Rebecca is the author of five books, including her latest, The New Tech Titans of China (Hachette Book Group, 2026). Her books have been translated into eight languages for multiple markets. Represented by Leading Authorities in Washington, DC, Rebecca is a sought-after speaker who has presented at Brookings Institution, Asia Society, London Stock Exchange, Foreign Policy, the Commonwealth Club, and universities including Harvard, Yale, Stanford, and Oxford. Her insights have been featured by the BBC, Bloomberg, Fox News, CNBC, Financial Times, and The New York Times. Rebecca's international career spans from Forbes columnist in Hong Kong to editor at Red Herring in Silicon Valley, to chief editor of Pulitzer-owned International Business in New York. She has contributed to Harvard Business Review, The NYTimes newsletter Wire China, and numerous corporate thought leadership publications. She also has provided expert testimony on Capitol Hill. Originally from Ohio and a graduate of Ohio University's Scripps School, Rebecca is now based in New York City and San Francisco. She frequently travels to emerging markets for her work.
11:00 to 11:45

How to trade event risks – lessons from Iran, Liberation Day and more

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Robert Savage
Founder, Savage Markets

Robert Savage

Founder, Savage Markets

Bob Savage runs Savage Markets a consultancy covering the intersection of macro and micro markets. His background spans buyside and sell side firms. Until this summer Bob ran BNY macro markets strategy and insights globally. He joined BNY in April 2019 adding to his 35+ years of experience in the industry. He is a market thought leader writing about markets daily throughout his career and actively speaking at conferences and events. Bob has a broad set of experience from the variety of roles he's held across markets, from the hedge fund space (FX Concepts and IKOS), to the sell-side (with more than 20 years at Goldman Sachs both as a FX trader and as an MD running institutional FX sales), as a consultant (McKinsey) and most recently at a quant-based FX advisory (CC Track Solutions).

Discover how markets react differently to scheduled events versus unexpected geopolitical shocks and why understanding that distinction matters. Learn a macro-driven approach to positioning portfolios and identifying opportunities as events unfold. Robert will provide actionable insights on trading across during periods of heightened volatility.

11:00 to 11:45

The $35 Trillion Opportunity Nobody Is Talking About: Home Equity Investments, Recharacterization Risk, and What Every Sophisticated Investor Needs to Know

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John Netto
Chief Legal Macro Strategist, Rareview Capital

John Netto

Chief Legal Macro Strategist, Rareview Capital

John Netto is the Chief Legal Macro Strategist at Rareview Capital and the Founder and Managing Attorney of Unit of Risk Legal Advisors. He is the creator of the Juris-Macro Investment Framework. This methodology integrates regulatory regime dynamics, statutory interpretation, company-specific legal exposure, and juris-macro investment analysis into cross-asset macro investing. This framework extends the interdisciplinary work John has developed over a twenty-five-year career in global macro trading and risk architecture. Mr. Netto is also the author of The Global Macro Edge: Maximizing Return per Unit-of-Risk and is featured in Jack Schwager's Unknown Market Wizards: The Best Traders You've Never Heard Of, which profiles his career employing discretionary and algorithmic macro strategies. He created the Netto Number, the Risk Factor Compensation System, and the Protean Strategy—frameworks that have reshaped how professional investors quantify and reward risk-adjusted performance. His commentary on macro strategy, volatility, and market structure has appeared on Bloomberg TV, CNBC, Fox Business, Real Vision, and The Wall Street Journal, and he is a frequent speaker at investment conferences. Mr. Netto is a licensed attorney in the State of Nevada and earned his Juris Doctor, magna cum laude, from UNLV's Boyd School of Law, where he externed with the Nevada Supreme Court (Justice Kristina Pickering) and the Discovery Commission (Commissioner Adam Ganz). A former US Marine Corps Staff Sergeant, he brings military-grade precision to his legal and advisory work. His legal practice focuses on VA disability claims, transactional matters, trust and estate planning, and M&A strategy—areas that benefit from his integrated approach to law, finance, and risk assessment. John is currently completing his MBA at UNLV's Lee Business School, with coursework focused on data-driven decision-making in accounting, M&A, financial modeling, and entity taxation—all approached through an applied AI lens that integrates statistical modeling with legal and financial analysis.

- More than $35 trillion in home equity sits locked inside American homes — and the traditional mortgage system has no good answer for accessing it - But a growing class of financial instruments called Home Equity Investments (HEIs) has emerged to solve that problem, allowing homeowners to monetize appreciation without monthly payments, without touching their rate, and without qualifying under income-verification frameworks designed for a different era - Learn how this legally complex and misunderstood asset class works in today's market, as well as who they're right for and where the legal and regulatory risk lives

11:00 to 11:45

The AI Megatrend: How to Ride (and Survive) Big Tech’s Great Leap Forward

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Albert Lu
President, Luma Financial

Albert Lu

President, Luma Financial

Albert Lu is the founder and president of Luma Financial, an investment advisory firm focused on long-term growth for client portfolios — achieved through a long-only, diversified strategy incorporating a wide range of asset classes, including equities, bonds, and precious metals. Mr. Lu is also a co-founder of the Rule Classroom, an online educational resource for natural resource investors. He is a speaker, emcee, and moderator at industry investment conferences and events.

- AI is a megatrend you cannot afford to ignore—but riding it successfully requires knowing what it actually means for your investments, your industry, and your future- Albert will cut through the hype and show you how to position for the wave without getting wiped out by it

11:55 to 12:40

Build Tomorrow’s Trade Plan Today: A Professional Trader’s Live Workshop

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Adrian Manz
Co-Founder and Daily Contributor, TraderInsight.com

Adrian Manz

Co-Founder and Daily Contributor, TraderInsight.com

Dr. Adrian Manz is a successful professional equities trader who earned his living trading his own account for two decades. He provides education to serious traders who are looking to add new interpretations of the markets to their repertoire. Dr. Manz has developed a trading style that relies on statistical, technical, and fundamental analysis in the planning of every trade and found methods to extract the most out of every setup, every day. He is the author of two books on the subject, many articles featured in leading industry publications including Stocks and Commodities, Stocks Futures Options, Active Trader, Trader's, and Money Maker as well as the publisher of the Daily Income Trading Plan, a nightly blueprint for the actions he plans to take in the markets on the following day.
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Julie Manz
Co-Founder and Contributor, TraderInsight.com

Julie Manz

Co-Founder and Contributor, TraderInsight.com

Dr. Julie Manz has been a successful professional equities trader for over two decades. She provides education to serious traders who are looking to add intraday trading to their repertoire. For nearly a decade, Dr. Manz has been training Mastermind members in the elements necessary for successful daily income trading. She has a PhD in social psychology and is an expert in trading psychology, helping traders in all markets be more effective with their strategies. Through their program, the 12-month Traderinsight Income Trader's Bootcamp, Coaching Program, and Mastermind Group, Julie and Adrian Manz have propelled a range of students who want to include intraday income trading into their portfolios.

Most traders begin the day by opening their charts and waiting for something to happen. Professional traders take a different approach: They identify the stocks most likely to move, define the conditions required for a trade, and establish their entries, stops, targets, and risk before the opening bell. In this interactive course, 30-year professional traders Adrian Manz and Julie Manz will build a complete trading plan from the ground up using current market examples. Attendees will also see how they combine price structure, volatility, liquidity, institutional positioning, and market psychology to narrow hundreds of stocks down to a small number of carefully planned opportunities. In addition, you'll learn how to… • Identify stocks with the ingredients for an outsized move • Separate actionable setups from market noise • Define precise entry, stop, target, and invalidation levels • Plan for bullish, bearish, and failed-breakout scenarios • Use bracket orders to reduce emotional decision-making • Adapt the plan when real-time market conditions change Rather than presenting another collection of indicators, Adrian will demonstrate a repeatable decision-making process that traders can apply before every market session.

11:55 to 12:40

Sector Allocation and Macro Regime Dynamics: A Framework Using the Economic Modern Family

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Michele Schneider
Chief Strategist, MarketGauge.com

Michele Schneider

Chief Strategist, MarketGauge.com

Michele "Mish" Schneider is the director of trading and education research for MarketGauge.com. With a passion for education but a desire for bigger pastures, she sought out her own financial education by joining the floor of the New York Commodities Exchange. Ms. Schneider spent 13 years on the floor as one of the only women traders. Currently, she has garnered tremendous attention due to her frequent media appearances as an expert analyst on popular networks such as Fox News, Bloomberg, CNBC Asia, Yahoo Finance, and many more. Additionally, Ms. Schneider publishes trading educational articles and videos and has an award-winning book, Plant Your Money Tree: A Guide to Growing Your Wealth.

- Discover from "Mish" how the Economic Modern Family helps investors spot where money is moving and why - Learn how shifts in leadership, strength, and weakness across the Family reveal changes in growth, liquidity, credit, and demand - By reading the Family as a unified macro signal, you'll quickly see which sectors deserve attention – and which you should avoid – as the market environment evolves

11:55 to 12:40

Revisiting the 4 - 5- 6 markets

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Jim Bianco
LLC

Jim Bianco

LLC

Jim Bianco is the president and macro strategist at Bianco Research, LLC. Since 1990, his commentaries have offered a unique perspective on financial markets and the global economy. Unencumbered by the biases of traditional Wall Street research, Mr. Bianco has built a decades-long reputation for objective, incisive commentary that challenges consensus thinking. For nearly 20 years at Bianco Research, his wide-ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows, and positioning in financial markets.

After years of exceptional market gains, many investors have come to expect 20% annual returns—but those expectations may be disconnected from today's investment reality. A more realistic outlook may be cash returning 4%, bonds 5%, and stocks—particularly non-AI sectors—returning closer to 6% over the coming years. Discover why bonds deserve renewed attention and why a sustainable 5% return can be an attractive and essential component of a well-balanced portfolio.

11:00 to 12:30

Macro Markets in a New Global Order

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Robert Savage
Founder, Savage Markets

Robert Savage

Founder, Savage Markets

Bob Savage runs Savage Markets a consultancy covering the intersection of macro and micro markets. His background spans buyside and sell side firms. Until this summer Bob ran BNY macro markets strategy and insights globally. He joined BNY in April 2019 adding to his 35+ years of experience in the industry. He is a market thought leader writing about markets daily throughout his career and actively speaking at conferences and events. Bob has a broad set of experience from the variety of roles he's held across markets, from the hedge fund space (FX Concepts and IKOS), to the sell-side (with more than 20 years at Goldman Sachs both as a FX trader and as an MD running institutional FX sales), as a consultant (McKinsey) and most recently at a quant-based FX advisory (CC Track Solutions).

Join Robert Savage (Savage Markets) as he discusses the impact how collision of geopolitics, technology, and shifting economic forces is reshaping global markets. He will examine the move from demand-driven to supply-driven shocks, the potential for AI and innovation to offset inflationary pressures, and how investors can navigate changing correlations, policy risks, and market volatility with greater discipline.

Meet Our Speakers

Kevin Davitt

Head of Index Options Content, Nasdaq

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Kevin Davitt

Nasdaq

Kevin Davitt is Nasdaq's head of index options content. In this role, he helps support the growth of Nasdaq 100® Index options (NDX/XND) by advocating for the informed use of equity derivatives. Since the late 90's, Mr. Davitt has been actively involved in the options business — originally as a market maker for a handful of well-known trading firms. He has also worked for a Chicago based fund of funds and prior to joining Nasdaq, he spent years as a senior instructor at The Options Institute (Cboe). As Nasdaq's representative on the Options Industry Council, Kevin helps to fuel the continued growth in listed equity and index options.

Julie Manz

Co-Founder and Contributor, TraderInsight.com

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Julie Manz

TraderInsight.com

Dr. Julie Manz has been a successful professional equities trader for over two decades. She provides education to serious traders who are looking to add intraday trading to their repertoire. For nearly a decade, Dr. Manz has been training Mastermind members in the elements necessary for successful daily income trading. She has a PhD in social psychology and is an expert in trading psychology, helping traders in all markets be more effective with their strategies. Through their program, the 12-month Traderinsight Income Trader's Bootcamp, Coaching Program, and Mastermind Group, Julie and Adrian Manz have propelled a range of students who want to include intraday income trading into their portfolios.

Kate Butta

Business Development Executive, Ignite Funding

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Kate Butta

Ignite Funding

Kate Butta joined the Ignite Funding team at the beginning of 2021 and has quickly made herself an integral part of the team. She seamlessly adapted to her role of educating potential clients on the benefits of diversification with Trust Deed investments to maintain a balanced portfolio. Ms. Butta brings with her over 30 years of sales and hospitality experience, and as a director of global sales she was responsible for $100 million in revenue internationally.

Christopher Berlet

President, CEO, & Director, Stakeholder Gold Corporation

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Christopher Berlet

Stakeholder Gold Corporation

Christopher J. Berlet is a graduate of Mining Engineering from Queen's University in Ontario, Canada and holds a Diploma in Accounting and Finance from the London School of Economics and Political Science in London, England. Mr. Berlet is a CFA Charter Holder (USA) and has more than 30 years of experience in both finance and the mineral industries. Mr. Berlet is a recent recipient of the Certificate in ESG Investing offered by the CFA Society of the United Kingdom and is a steward of environmental and governance best practice.

Michael Khouw

Strategist, YieldMax ETFs

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Michael Khouw

YieldMax ETFs

Michael Khouw is a 20- year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities, and equity and index derivatives for both buy-side and sell-side firms. He is the co-author of The Options Edge (Wiley 2016), a comprehensive guide to understanding the value of options, optionality, volatility, and strategy for both retail and institutional investors that includes practical real-life examples of do's and don'ts for everyone from options novices to seasoned practitioners.

Janet LePage

Co-Founder & CEO, Western Wealth Capital

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Janet LePage

Western Wealth Capital

Janet LePage is the co-founder & ceoof Western Wealth Capital. For the past decade, Janet has been focused on creating wealth through well-selected real estate. She has grown her precise business strategy from more than 50 residential transactions in Arizona to the purchase of 130 multifamily buildings comprised of over 29,000 rental units. Under Janet's leadership, Western Wealth Capital has successfully completed over $6.4 billion in real estate transactions.

Kevin Bidner

The Hotel Communication Network

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Kevin Bidner

The Hotel Communication Network

Kevin Bidner was a founding partner and executive at 2020 Technology for nearly two decades. Renowned as an exceptional 'super-salesman,' he was pivotal in securing 2020's largest multi-million-dollar clients. Following its IPO in 2009, Mr. Bidner embarked on a new journey that led to the inception of HCN, where he embodies the roles of visionary, strategist, and unwavering leader.

Louis Navellier

Founder and Chairman, Navellier & Associates

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Louis Navellier

Navellier & Associates

Louis Navellier is one of Wall Street's renowned growth investment advisors. He is the founder and chairman of Navellier & Associates, a money management firm. Mr. Navellier specializes in behavioral finance and utilizes extensive quantitative and fundamental analysis to identify market-beating stocks. he is the editor of five investing newsletters published through InvestorPlace.

Albert Lu

President, Luma Financial

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Albert Lu

Luma Financial

Albert Lu is the founder and president of Luma Financial, an investment advisory firm focused on long-term growth for client portfolios — achieved through a long-only, diversified strategy incorporating a wide range of asset classes, including equities, bonds, and precious metals. Mr. Lu is also a co-founder of the Rule Classroom, an online educational resource for natural resource investors. He is a speaker, emcee, and moderator at industry investment conferences and events.

Sydney Armani

Chairman and CEO, AI Fintech World Group

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Sydney Armani

AI Fintech World Group

Sydney Armani is a Silicon Valley technology entrepreneur, Enterprise AI Advisor, investor, author, and keynote speaker with more than 35 years of experience driving innovation across artificial intelligence, fintech, digital media, blockchain, and emerging technologies. As Chairman & CEO of AI Fintech World Group, he advises executives, startups, investors, and enterprise organizations on AI strategy, agentic AI, automation, and digital transformation. Sydney has mentored entrepreneurs through Stanford Blockchain Lab and collaborated with leading academic and research communities, including Carnegie Mellon University. A recognized thought leader, he helps organizations leverage AI to accelerate growth, innovation, and competitive advantage worldwide.

Daniel Santiago

Vice President, Sector Specialist, State Street Investment Management

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Daniel Santiago

State Street Investment Management

Daniel Santiago is vice president and sector specialist at State Street Investment Management, serving as ETF strategist for the Select Sector SPDR ETFs. Focused on strategy and education for retail investors, he is a recognized thought leader in sector investing. Santiago previously held leadership roles at multiple asset managers and is active with the FPA of Miami and Women in ETF

Matt Hougan

Chief Investment Officer, Bitwise Asset Management

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Matt Hougan

Bitwise Asset Management

Matt Hougan is one of the world's leading experts on crypto, ETFs, and financial technology. He is the chief investment officer for Bitwise Asset Management, the world's largest provider of cryptocurrency index funds, with more than $1.5 billion in assets under management. Mr. Hougan was previously CEO of ETF.com and Inside ETFs, where he helped build the world's first ETF data and analytics system, the leading ETF media site, and the world's largest ETF conference.

Robert Savage

Founder, Savage Markets

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Robert Savage

Savage Markets

Bob Savage runs Savage Markets a consultancy covering the intersection of macro and micro markets. His background spans buyside and sell side firms. Until this summer Bob ran BNY macro markets strategy and insights globally. He joined BNY in April 2019 adding to his 35+ years of experience in the industry. He is a market thought leader writing about markets daily throughout his career and actively speaking at conferences and events. Bob has a broad set of experience from the variety of roles he's held across markets, from the hedge fund space (FX Concepts and IKOS), to the sell-side (with more than 20 years at Goldman Sachs both as a FX trader and as an MD running institutional FX sales), as a consultant (McKinsey) and most recently at a quant-based FX advisory (CC Track Solutions).

Jason Hommel

Miner, Blockchain Mint

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Jason Hommel

Blockchain Mint

Jason Hommel wrote the Silver Stock Report from 2003 until 2014. He is an expert on Bible Prophecy, Gold, Silver, Money, Health, Vitamins and Minerals, and now Cryptocurrencies.

Eleanor Yu

Index Options Sales, Nasdaq

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Eleanor Yu

Nasdaq

Eleanor Yu is part of the Index Options Sales team at Nasdaq. Originally from Hong Kong, Yu brings a global perspective to U.S. investors, sharing how the world's largest derivatives markets are evolving and what that means for retail traders navigating NDX options. Prior to Nasdaq, Eleanor gained experience across trading and research at Morgan Stanley, Citi, and Apeiron Capital. She holds a B.A. in Mathematics and P.P.E. (Philosophy, Politics and Economics) from the University of Pennsylvania. Outside of work, she enjoys skiing and playing bridge.

Brennan Habetler

Investment Analyst, KeyStone Financial

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Brennan Habetler

KeyStone Financial

Brennan Habetler, CFA, is an investment analyst and finance graduate from the University of Saskatchewan. He draws inspiration from investors like Warren Buffett and Peter Lynch, whose love for under-the-radar small-cap stocks and stoic value investing led them to achieve outsized returns. Mr. Habetler brings that same energy to his professional work with KeyStone Financial, applying his curiosity to uncover great investment opportunities following a Growth at a Reasonable Price (GARP) investment criteria. He enjoys presenting at conferences across North America.

Howard Lindzon

Chairman, StockTwits, LLC

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Howard Lindzon

LLC

Howard Lindzon is a veteran investor with more than 20 years of experience across public and private markets. He is the founder and general partner of early-stage venture capital firm Social Leverage and ceo of Stocktwits, a leading social platform for traders and investors. Previously, he founded Lindzon Capital and Wallstrip, later acquired by CBS. Through Social Leverage, he has backed startups including Robinhood, Beehiiv, and Manscaped.

John McCamant

SPEAKER,

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John McCamant

John McCamant joined the leading investment newsletter, Medical Technology Stock Letter, as an associate editor in 1987 and was named editor in August 2000. He has spent over 35 years on the front lines of biotechnology investing. In his previous role as an equities analyst for the American Healthcare fund, Mr. McCamant uncovered investment opportunities and guided investment strategy.

John Netto

Chief Legal Macro Strategist, Rareview Capital

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John Netto

Rareview Capital

John Netto is the Chief Legal Macro Strategist at Rareview Capital and the Founder and Managing Attorney of Unit of Risk Legal Advisors. He is the creator of the Juris-Macro Investment Framework. This methodology integrates regulatory regime dynamics, statutory interpretation, company-specific legal exposure, and juris-macro investment analysis into cross-asset macro investing. This framework extends the interdisciplinary work John has developed over a twenty-five-year career in global macro trading and risk architecture. Mr. Netto is also the author of The Global Macro Edge: Maximizing Return per Unit-of-Risk and is featured in Jack Schwager's Unknown Market Wizards: The Best Traders You've Never Heard Of, which profiles his career employing discretionary and algorithmic macro strategies. He created the Netto Number, the Risk Factor Compensation System, and the Protean Strategy—frameworks that have reshaped how professional investors quantify and reward risk-adjusted performance. His commentary on macro strategy, volatility, and market structure has appeared on Bloomberg TV, CNBC, Fox Business, Real Vision, and The Wall Street Journal, and he is a frequent speaker at investment conferences. Mr. Netto is a licensed attorney in the State of Nevada and earned his Juris Doctor, magna cum laude, from UNLV's Boyd School of Law, where he externed with the Nevada Supreme Court (Justice Kristina Pickering) and the Discovery Commission (Commissioner Adam Ganz). A former US Marine Corps Staff Sergeant, he brings military-grade precision to his legal and advisory work. His legal practice focuses on VA disability claims, transactional matters, trust and estate planning, and M&A strategy—areas that benefit from his integrated approach to law, finance, and risk assessment. John is currently completing his MBA at UNLV's Lee Business School, with coursework focused on data-driven decision-making in accounting, M&A, financial modeling, and entity taxation—all approached through an applied AI lens that integrates statistical modeling with legal and financial analysis.

Jon Fee

Head of Distribution Strategy, BondBloxx

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Jon Fee

BondBloxx

Jon Fee, Head of Distribution Strategy BondBloxx

Edward Yardeni

President, Yardeni Research, Inc.

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Edward Yardeni

Inc.

Dr. Ed Yardeni is the president of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as chief investment strategist for Oak Associates, Prudential Equity Group, and Deutsche Bank's US equities division in New York City. Dr. Yardeni taught at Columbia University's Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He is frequently quoted in the financial press, including The Wall Street Journal, Financial Times, The New York Times, The Washington Post, and Barron's.

Eric Balchunas

Bloomberg Intelligence

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Eric Balchunas

Bloomberg Intelligence

Eric Balchunas is senior ETF analyst for Bloomberg Intelligence where he writes research for the Bloomberg Terminal. He also helped create and appears on the first-ever ETF TV show called Bloomberg ETF IQ, as well as a podcast called Trillions. Mr. Balchunas is also a Bloomberg Opinion contributor and author of The Institutional ETF Toolbox, which was published by Wiley in March 2016. He holds a Bachelor's degree in journalism and environmental economics from Rutgers University.

Fausto Pugliese

Cyber Trading University

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Fausto Pugliese

Cyber Trading University

Fausto Pugliese is the founder of Cyber Trading University and a pioneer in day trading since the early 1990s. A 12-time champion of the MoneyShow Traders Challenge, he is known for his consistent, real-world trading performance. Fausto has been featured on Nasdaq TradeTalks, Fox News, and CNBC, and is the author of How To Beat Market Makers At Their Own Game, published by Wiley. He has trained tens of thousands of traders worldwide and regularly partners with leading brokerage firms to deliver hands-on trading education through live events and seminars.

Adrian Manz

Co-Founder and Daily Contributor, TraderInsight.com

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Adrian Manz

TraderInsight.com

Dr. Adrian Manz is a successful professional equities trader who earned his living trading his own account for two decades. He provides education to serious traders who are looking to add new interpretations of the markets to their repertoire. Dr. Manz has developed a trading style that relies on statistical, technical, and fundamental analysis in the planning of every trade and found methods to extract the most out of every setup, every day. He is the author of two books on the subject, many articles featured in leading industry publications including Stocks and Commodities, Stocks Futures Options, Active Trader, Trader's, and Money Maker as well as the publisher of the Daily Income Trading Plan, a nightly blueprint for the actions he plans to take in the markets on the following day.

Ryan Irvine

President and CEO, KeyStone Financial

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Ryan Irvine

KeyStone Financial

Ryan Irvine is president and founder of KeyStocks.com, one of Canada's only independent stock market research advisor firms. KeyStocks.com specializes in uncovering, before the broader market, under-followed small-to-mid-sized companies that are financially sound and producing solid growth in both revenues and earnings and has a 25-year track record to prove it. Mr. Irvine has a BBA in finance, authored a syndicated financial column for eight years, which appeared in well-known Canadian publications including The Vancouver Province, Calgary Herald, and Investor's Digest. He is a regular guest on BNN and Canada's number one financial radio show Money Talks with Michael Campbell.

Rudolfo Beltran

InNova Global Fund

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Rudolfo Beltran

InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNoval Global Fund, brings over three decades of extensive experience in brand management and sales within the beverage industry. His wealth of knowledge has been instrumental in driving growth and success as they strive to make a positive impact through micro-lending in Kenya.

Mike Larson

Editor-in-Chief, MoneyShow

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Mike Larson

MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.

Dan Sauer

President and CEO, Vertical Petroleum Industries

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Dan Sauer

Vertical Petroleum Industries

Dan Sauer is the president and CEO of Vertical Petroleum Industries (VPI) in Adrmore, Oklahoma. Currently, VPI partners with multiple operators, geologists, and field engineers to ensure the success of over 20 projects for more than seven years.

Dan Passarelli

Inc.

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Dan Passarelli

Inc.

Dan Passarelli is an author, trader, and former member of the Chicago Board Options Exchange and CME Group. Mr. Passarelli has written three books on options trading - "Trading Option Greeks," "The Market Taker's Edge" and his latest, "Build Consistent Wealth With Options." He is the founder and CEO of Market Taker Mentoring, the leading options education firm.

Rebecca Fannin

Silicon Dragon Ventures

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Rebecca Fannin

Silicon Dragon Ventures

Rebecca A. Fannin is an expert on global technology innovation, with a distinguished career as a journalist, author, and commentator. She is the founder of media and events platform Silicon Dragon Ventures and contributes regularly to CNBC and Newsweek. In addition, she serves as a venture scout for Alumni Ventures and as an independent board director. Rebecca is the author of five books, including her latest, The New Tech Titans of China (Hachette Book Group, 2026). Her books have been translated into eight languages for multiple markets. Represented by Leading Authorities in Washington, DC, Rebecca is a sought-after speaker who has presented at Brookings Institution, Asia Society, London Stock Exchange, Foreign Policy, the Commonwealth Club, and universities including Harvard, Yale, Stanford, and Oxford. Her insights have been featured by the BBC, Bloomberg, Fox News, CNBC, Financial Times, and The New York Times. Rebecca's international career spans from Forbes columnist in Hong Kong to editor at Red Herring in Silicon Valley, to chief editor of Pulitzer-owned International Business in New York. She has contributed to Harvard Business Review, The NYTimes newsletter Wire China, and numerous corporate thought leadership publications. She also has provided expert testimony on Capitol Hill. Originally from Ohio and a graduate of Ohio University's Scripps School, Rebecca is now based in New York City and San Francisco. She frequently travels to emerging markets for her work.

Keith Fitz-Gerald

Principal, Fitz-Gerald Group

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Keith Fitz-Gerald

Fitz-Gerald Group

Keith Fitz-Gerald has been called "somebody you should pay attention to" by #1 New York Times bestselling author and personal finance expert Suze Orman, "always insightful" by Constellation Research CEO Ray Wang, and a "market visionary" by Forbes. He has nearly 4000 prime-time appearances to his credit on the Fox Business Network, CNBC, Dubai One, BBC, and other networks around the world.

Larry McDonald

Founder, The Bear Traps Report

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Larry McDonald

The Bear Traps Report

Larry McDonald is a political risk expert, New York Times bestselling author with over 1 million books sold in over 12 languages, and founder of The Bear Traps Report, a research platform focused on global systemic risk. A former Lehman Brothers VP, he predicted the subprime crisis and wrote A Colossal Failure of Common Sense, a top-selling finance book. In his most recent best-seller, How to Listen When Markets Speak, Larry goes over his unique and counterintuitive investment strategies to help readers navigate never-before-seen market volatility. As a keynote speaker, Mr. McDonald shares insights on market risk, inflation, energy, and investment strategy. Larry is a regular contributor on CNBC, Bloomberg, and Fox Business, known for delivering powerful, actionable talks to investors worldwide.

Skip York

Fellow, Baker Institute for Public Policy

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Skip York

Baker Institute for Public Policy

Skip York, Fellow Baker Institute for Public Policy

TG WATKINS

Simpler Trading

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TG WATKINS

Simpler Trading

After 15+ years as a professional trader, TG Watkins has distilled his trading method into a few key setups. Along with his proprietary Moxie Indicator, TG has been a core trader at SimplerTrading.com since 2019. He has had many successes over the years, first by doubling accounts within a few months, then achieving over 600% in 2020, over 420% in 2025, and a 2,060% 30-day Options Trade on SOXL. His background as a pilot and a mechanical engineer has given him the tools to see the market, and teach, in a way that resonates with so many others.

Mark Mahaney

Sr. Managing Director and Head of Internet Research, Evercore ISI

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Mark Mahaney

Evercore ISI

Mark Mahaney is a senior managing director and head of internet research at Evercore ISI. He has covered internet stocks for almost 25 years and has been consistently recognized by Institutional Investor for his research, spending 13 years as a top-three ranked analyst and five years as a number-one ranked analyst. He has worked on both the sell-side and the buy-side with companies, including American Technology Research, Morgan Stanley, Citibank, and Royal Bank of Canada.

Thomas Hayes

Founder, Chairman, and Managing Member, Great Hill Capital, LLC

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Thomas Hayes

LLC

Thomas J. Hayes is the founder, chairman, and managing member of Great Hill Capital, LLC (a long/short equity manager based in New York City). Before starting his own firm, Mr. Hayes worked with Cornwall Capital, LP (one of the firms featured in The Big Short book and movie). On a weekly basis, he publishes his timely stock market commentary, Hedge Fund Tips with Tom Hayes videocast and podcast. He has a wide following in the investment management, hedge fund, and media community.

Alejandra Grindal

Chief Economist, Ned Davis Research

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Alejandra Grindal

Ned Davis Research

Alejandra Grindal, chief economist at Ned Davis Research, is the primary person in charge of the firms global economic outlook, and is responsible for identifying global economic trends and themes, particularly as they relate to developments in equity, fixed income, commodity, and currency markets. In recent years, Alejandra has been particularly focused on global demographics and labor force trends, Chinas economic transition, and Japans lost decade. She joined Ned Davis Research in 2006. Alejandra is a frequent speaker at professional and investment conferences. Her work has been quoted in national media, including Barron's, Wall Street Journal, CNBC, and TIME, and is a guest on CNBC, Bloomberg TV, and TD Ameritrade Network. Prior to joining Ned Davis Research, Alejandra taught microeconomics and macroeconomics at Florida State University during her graduate studies, and then worked as a full-time professor at Santa Fe College and Edison College. Ms. Grindal received her Masters's degree in Economics and a Bachelor of Science degree in Economics and International Affairs, with summa cum laude and Phi Beta Kappa distinction, from Florida State University.

Carley Garner

Senior Commodity Market Strategist and Broker, DeCarley Trading

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Carley Garner

DeCarley Trading

Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is frequently referenced on Jim Cramer's "Mad Money" on CNBC, and she is a regular guest on multiple media outlets, including Bloomberg Television and the Schwab Network. You may also see her on "Cow Guy Close," hosted by Scott Shellady, on RFD-TV or on the industry speaking circuit. Ms. Garner is an award-winning author, with books including Trading Commodity Options with Creativity, Higher Probability Commodity Trading, A Trader's First Book on Commodities, and others.

Gordon Chang

Speaker,

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Gordon Chang

GORDON G. CHANG is the author of Plan Red: China's Project to Destroy America and The Coming Collapse of China. His other works include The Great U.S.-China Tech War and China Is Going to War. Chang lived and worked in China and Hong Kong for almost two decades practicing law in Shanghai as Counsel to the American law firm Paul Weiss and in Hong Kong as Partner in the international law firm Baker & McKenzie. He is a columnist at Newsweek and writes regularly for The Hill and other publications Mr. Chang has given briefings at the National Intelligence Council, Central Intelligence Agency, State Department, and the Pentagon. Chang has appeared before the House Committee on Foreign Affairs and the U.S.-China Economic and Security Review Commission. He has also spoken before industry and investor groups including Bloomberg, Sanford Bernstein, Economic Club of New York, Royal Bank of Scotland, Credit Lyonnais Securities Asia, American Chamber of Commerce, Bank of America, Standard Chartered Bank, Federal Home Loan Bank of Cincinnati, and the California Association of Public Retirement Systems. He frequently appears on Fox News, Fox Business, Newsmax TV, CNN, and CNBC. He served two terms as a trustee of Cornell University.

Jim Bianco

LLC

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Jim Bianco

LLC

Jim Bianco is the president and macro strategist at Bianco Research, LLC. Since 1990, his commentaries have offered a unique perspective on financial markets and the global economy. Unencumbered by the biases of traditional Wall Street research, Mr. Bianco has built a decades-long reputation for objective, incisive commentary that challenges consensus thinking. For nearly 20 years at Bianco Research, his wide-ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows, and positioning in financial markets.

Jerry Robinson

Economist, Investor, and Trend Strategist, Followthemoney.com

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Jerry Robinson

Followthemoney.com

Jerry Robinson is an economist, investor, author, and founder of FollowtheMoney.com. Since 2010, he has helped investors make sense of major market trends through his research, podcasts, trading education, and member services. His work focuses on macro trends, ETFs, stocks, digital assets, precious metals, and disciplined long-term wealth building.

Michele Schneider

Chief Strategist, MarketGauge.com

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Michele Schneider

MarketGauge.com

Michele "Mish" Schneider is the director of trading and education research for MarketGauge.com. With a passion for education but a desire for bigger pastures, she sought out her own financial education by joining the floor of the New York Commodities Exchange. Ms. Schneider spent 13 years on the floor as one of the only women traders. Currently, she has garnered tremendous attention due to her frequent media appearances as an expert analyst on popular networks such as Fox News, Bloomberg, CNBC Asia, Yahoo Finance, and many more. Additionally, Ms. Schneider publishes trading educational articles and videos and has an award-winning book, Plant Your Money Tree: A Guide to Growing Your Wealth.

Heather Vanek

Simpler Trading

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Heather Vanek

Simpler Trading

Heather Vanek is a content manager at Simpler Trading where she takes complex options strategies and breaks them down into easy-to-understand lessons. She works directly with John Carter, world-class trader and developer of the TTM Squeeze indicator, to deliver his highly successful trades to aspiring traders hoping to gain wisdom and proficiency from the master himself. Heather originally began a career as a photographer in 2004. After nine years of working behind the camera, she realized her true passion was teaching other professionals skills. She has since redirected this passion from teaching business skills to photographers to teaching retail traders how to grow their accounts.

Jason Bodner

Co-Founder, MoneyFlows

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Jason Bodner

MoneyFlows

Jason Bodner is an accomplished investor and stock researcher, reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly letter, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith.

Paul Meeks

Head of Tech Research, Freedom Capital Markets

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Paul Meeks

Freedom Capital Markets

Paul Meeks is a leading tech investor and analyst since the 1980s, focusing 30+ years on technology transitions from AI to quantum computing. He created and managed what became the world's largest tech mutual fund franchise and appears in media worldwide. A CFA and CAIA, he holds two BAs from Williams College and an MM (MBA) from Kellogg. He teaches finance at The Citadel and is Head of Tech Research at Freedom Capital Markets.

Shana Orczyk Sissel

Founder and President, Banríon Capital Management

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Shana Orczyk Sissel

Banríon Capital Management

As CEO of Banríon Capital Management, Shana Orczyk Sissel helps independent advisors navigate the complex world of alternative investing, bridging the gap between public and private alternative investment opportunities. Additionally, she assists clients with alternative investment education, investment platform development, alternatives in portfolio construction, and developing best practices in alternative investment due diligence. A veteran of the wealth management industry with over 20 years of experience, Shana is a sought-after speaker & media contributor, appearing frequently at industry events and on major financial news outlets like CNBC, Bloomberg, Fox Business Network, and the TD Ameritrade Network. Shana earned her nickname "Queen of Alternatives" from her industry peers and wears the "crown" with great pride.
Event Sponsors

The Epoch Times

The Epoch Times

The Epoch Times is an independent media organization dedicated to delivering value-driven journalism that informs, inspires, and provides clarity. We were founded in 2000 on the premise that truth and tradition are cornerstones of a thriving society. We have a deep commitment to freedom of the press, drawing inspiration from the experiences of our first reporters and editors in China, who faced state-sanctioned censorship, torture, and jail. 

We have an unwavering commitment to stories that matter, in-depth reporting, and timeless values. Our goal is to serve our readers with reporting free from political agendas, corporate influence, and government pressure. The Epoch Times is one of the fastest-growing media companies in the United States. Internationally, we publish in 22 languages across 35 countries. The Epoch Times has received numerous awards for our reporting and design, including from the Society of Professional Journalists, the New York Press Association, and the Society for News Design.

Website

CryptoU

CryptoU

CryptoU.ai - Education for the Digital Economy: A structured learning platform designed to help people understand money, digital systems, and blockchain technology - clearly, safely, and without hype.

Western Wealth Capital

Western Wealth Capital

Western Wealth Capital is a real estate investment system that strives for excellence at every point, and with every person involved. From property selection to each detail of property improvement, maintenance, and management, WWC is changing the way it’s done. From employee satisfaction to resident happiness to investor confidence, our uniquely multifaceted, people-first approach sets us apart. The WWC difference shows in everything we do – including our strong, consistent returns.

Ignite Funding

Ignite Funding

At Ignite Funding, we specialize in offering real estate investments backed by collateral. Our goal is to provide an alternative investment option that connects investors seeking capital preservation with quality real estate borrowers. Founded in 1995, initially as a traditional home mortgage lender, we transitioned to a commercial lender in 2011 after recognizing growing demand from homebuilders and developers. Since that time, we have successfully funded over 2.5 billion in loans with investor capital, establishing our position as a trusted partner in the industry. Now, in 2026, we are branching out to include fund offerings through our Connect Invest, solidifying that Ignite Funding adapts to the ever-changing real estate landscape.

Keystone Financial

Keystone Financial

Investors Alley

Investors Alley

Wolf Financial

Wolf Financial

Simpler Trading

Simpler Trading

IBD

IBD

Market Watch

Market Watch

Stakeholder Gold Corporation

Stakeholder Gold Corporation

Stakeholder Gold Corp. (TSX-V: SRC, OTC: SKHRF) is a mineral exploration and development company creating outstanding value for shareholders by combining high-value exploration potential with cash flow designed to minimize dilution. Stakeholder is creating shareholder value through exploration for, and discovery of, large and valuable gold and copper deposits optimally position in the Heart of the White Gold District of the Yukon Territory, Canada. The Yukon Territory is a Tier-1 Mining Jurisdiction hosting globally competitive mineral endowments in a regulatory environment which is favorable to responsible extractive initiatives.

Our Commitment to Excellence, we  – 

Develop natural resource assets in support of community wellbeing.Respect communities, all people and the natural environment. Do not fear failure and persevere for success. These principles govern our conduct and the management of our business.

These principles govern our conduct and the management of our business.

Website

Yardeni QuickTakes

Yardeni QuickTakes

Dr. Ed Yardeni has been one of Wall Street’s most respected voices for over four decades. He’s appeared on CNBC, Bloomberg, Fox Business, and is frequently quoted by The Wall Street Journal, The Financial Times, and Barron’s. Yardeni Research has long been known for independent, unbiased macro insights used by institutional investors around the world. QuickTakes is the retail-friendly version of that same trusted research.

QuickTakes is a fast, no-fluff daily email designed to help you understand what truly matters in the markets. Built for retail investors who want real substance without spending hours sorting through noise.

Website

Trading Academy

Trading Academy

Online Trading Academy&Reg (OTA), "the world's most trusted name in professional trader education," provides the top trading tools and knowledge taught by seasoned professionals; and offers award-winning trading classes in all traded securities conducted at our own campuses worldwide. We are the only school on the planet that educates traders "hands-on" in a live trading classroom where students use OTA's own capital to trade with - while they learn. For more information on OTA Washington D.C. Metro call 888/841-8418 or visit us at www.tradingacademy.com.

Website

MarketWatch

MarketWatch

MarketWatch was born in an act of rebellion. In 1997, it was radical to ask why real-time market data, news, and analysis should only be available to the privileged few. 20+ years later, the democratization of financial information remains MarketWatch’s guiding principle.

Website

Investor's Business Daily

Investor's Business Daily

Investor's Business Daily provides exclusive stock lists, investing data, stock market research, education, and the latest financial and business news to help investors make more money in the stock market. All of IBD's products and features are based on the CAN SLIM investing system developed by IBD's founder William J. O'Neil, who identified the seven common characteristics that winning stocks display before making huge price gains. Each letter of CAN SLIM represents one of those traits.

Website

Barrons

Barrons

Since 1921, self-directed investors have relied on Barron’s as a trusted source of market ideas and insights to grow their portfolios and minimize their investing risks. Today, Barron’s creates the most trusted investment intelligence for affluent individuals and prestigious institutions. Its market-moving insights, analysis, contrarian viewpoints, and investment strategies enhance the professional success and personal wealth of its investment-savvy readers.

Website

101 AI World

101 AI World

Your ultimate guide to the AI Revolution

Website

Nasdaq

Nasdaq

Nasdaq (Nasdaq: NDAQ) is a leading global technology company serving corporate clients, investment managers, banks, brokers, and exchange operators as they navigate and interact with the global capital markets and the broader financial system. We aspire to deliver world-leading platforms that improve the liquidity, transparency, and integrity of the global economy. Our diverse offering of data, analytics, software, exchange capabilities, and client-centric services enables clients to optimize and execute their business vision with confidence. To learn more about the company, technology solutions and career opportunities, visit us on LinkedIn, on X @Nasdaq, or at www.nasdaq.com

Website Newsletter Subscription The Why and How of Index Options: An Exploration into the Benefits and Strategies of Using Nasdaq-100 Index? Options (NDX?) whitepaper:

InNova Global Fund

InNova Global Fund

InNova Global Fund is a pioneering micro-lending platform on a mission to transform lives and communities. With a laser focus on financial inclusion, we're revolutionizing access to capital for underserved populations in Kenya. Our innovative approach combines technology, data-driven insights, and a profound commitment to impact, making us a catalyst for economic growth and empowerment. Join us in reshaping the landscape of opportunity and investing toward a brighter future for all. (Formerly Positiviti)

Website

Hotel Communication Network

Hotel Communication Network

Come and hear about the incredible opportunity to invest in the company taking the world's largest industry, travel, by storm. It's an innovative 'guestroom tablet' solution that solves several challenges for the hotelier and gives guests a creative digital concierge from the convenience of their room. The opportunity is multiplied by HCN's highly profitable food delivery service, made even more relevant post-COVID, as most hotels are canceling room service permanently. This company is poised to take off. Find out how you can get invested to reap huge profits.

Website

Vertical Petroleum Industries

Vertical Petroleum Industries

Vertical Petroleum Industries (VPI), established in 2016 by Dan Sauer, an oil developer in Ardmore, Oklahoma, focuses on acquiring high-potential oil and gas leases. VPI manages every step of the development process—from working with experienced operators and geologists to overseeing legal, marketing, and capital fundraising efforts. VPI’s latest venture, the Thunderbird Development, marks their 28th drilling project. Given today’s strong oil market, they are confident this lease offers a strong opportunity for returns and long-term value.

Website

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