ORLANDO - MoneyShow.com

Transcription

ORLANDO
YEAR
M a r c h 2 - 5, 2 0 1 6
D i s n e y ’ s C o n t e m p o r a ry R es o r t
CELEBRATION
LARRY
KUDLOW
STEVE
FORBES
Platinum Sponsors
Silver Sponsor
Official Annuity Expert
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TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2014 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
YEAR
Dear Fellow Investor:
Thank you for attending The MoneyShow Orlando and helping us
celebrate our 35th year of bringing together renowned money experts
and savvy investors in a live, interactive forum.
CELEBRATION
For 35 years, through good times and bad, bull and bear markets, The
MoneyShow has served as the individual investor’s one-stop resource
for investment education and unbiased guidance. To underscore our
commitment to provide continuing education for investors and
traders, this year, we’ve brought together even more keynote speakers
and panel discussions than ever featuring lively debates and varying
opinions to stimulate dialogue. Our roster of internationally renowned
money experts will delve deep into current markets, developing
trends, and the specific investments that can grow your portfolios in
any market environment.
So on this occasion, as we look fondly to the past
and eagerly towards the future, I’d like to thank
you for being a part of the MoneyShow family of
investors! We look forward to sharing this very
special event with you.
ingrich
Newt G
Show
es Money
Steve Forb
Charles Payne
r&
Kim Githle mpleton
Te
n
h
Jo
ir
S
Enjoy the Show!
Kim K. Githler | Chair & CEO
Kim Githler rings NYSE closing bell
TABLE OF CONTENTS
Summary of Events��2
Disney's Contemporary Resort Floor Plans��3
Exhibit Hall�� 4-5
Floorplan and Exhibitor List, In-Booth Presentations
Friday, March 4, 2016��16-17
1:30 pm – 7:45 pm
Saturday, March 5, 2016��18-19
8:00 am – 3:30 pm
MoneyShow University�� 20
MoneyShow Hub & Prize Drawings�� 6-7
Video Network Interviews, thinkorswim Presentations,
and Book Signings
MoneyShow Memberships�� 21
Wednesday, March 2, 2016�� 8-9
Pre-Show Day and 35th Anniversary Celebration Dinner
2016 Calendar of Events��25-27
Investment Masters Symposium��22-24
Thursday, March 3, 2016��10-11
8:00 am – 1:30 pm
Speaker Times & Topics��28-47
Thursday, March 3, 2016��12-13
1:30 pm – 8:00 pm
Participating Companies��52-53
Friday, March 4, 2016��14-15
8:00 am – 1:30 pm
Notes & Important Information for Attendees��60-61
Speaker by Keyword Listing��48-50
Company Profiles��54-59
1
ORLANDO
SHOW SUMMARY
PLATINUM SPONSOR
Wednesday, March 2
9:30 am – 7:00 pm 10:00 am – 3:00 pm 2:15 pm – 3:15 pm 3:30 pm – 6:15 pm 6:45 pm – 9:00 pm Registration Desk Open
Fidelity Sponsored Presentations
The Stock Investing Series with BetterInvesting
General Session Keynote Presentations
MoneyShow’s 35th Anniversary
Celebration Featuring Larry Kudlow*
Thursday, March 3
7:00 am – 8:00 pm 8:45 am – 12:15 pm 12:15 pm – 1:30 pm 12:15 pm – 8:00 pm 1:00 pm – 6:15 pm 1:30 pm – 3:30 pm 4:30 pm – 6:30 pm 6:30 pm – 8:00 pm Registration Desk Open
Opening Ceremonies
Grand Opening of Exhibit Hall
Exhibit Hall Hours
Investment Masters Symposium*
How to Find High-Probability Trades*
Covered Call Options for Income Generation*
Networking Reception in the Exhibit Hall
SILVER SPONSOR
OFFICIAL ANNUITY EXPERT
Friday, March 4
7:00 am – 6:30 pm Registration Desk Open
8:00 am – 6:00 pm Presentations and Panel Discussions
8:15 am – 5:45 pm Investment Masters Symposium*
9:00 am – 11:00 am Conforming Income Portfolios to the
Current Investing Landscape*
9:45 am – 5:30 pm Exhibit Hall Hours
9:30 am – 4:00 pm MoneyShow University
11:45 am – 1:15 pm The Best Stocks to Buy in an Election
Year Lunch Panel*
1:30 pm – 3:30 pm Increase Your Profits with ETFs*
4:00 pm – 6:00 pm Creating Safe, Secure Retirement Income*
6:15 pm – 7:45 pm 2016, the Year Ahead - Volatility Fun!
Sponsored by TD Ameritrade
Saturday, March 5
7:30 am – 2:45 pm 8:00 am – 2:15 pm 8:15 am – 11:35 am 9:30 am – 1:30 pm
9:00 am – 11:00 am Registration Desk Open
Presentations and Panel Discussions
Investment Masters Symposium*
Exhibit Hall Hours
Using Market Cycles, Seasonalities, and Recurring Patterns to
Improve Investment Returns*
11:45 am – 1:15 pm Income Investing in the Current
Environment Lunch Panel*
2:30 pm – 3:30 pm The Top Ten Stocks You Should Buy Now
*Premium events, ticket required.
2
SPONSORS
MEDIA PARTNERS
YEAR CELEBRATION
HOTEL FLOOR PLANS
MAIN LEVEL
DISNEY'S CONTEMPORARY RESORT
SH
FO
SECOND LEVEL
YSHO
D
C
A
NE
W
MO
AT TENDEE
REGISTRATION
O
CASH FOOD HOURS
Thursday, March 3 • 12:15 pm – 4:15 pm
Friday, March 4 • 9:45 am – 1:45 pm
Saturday, March 5 • 9:30 am – 1:30 pm
3
EXHIBITOR LIST
(as of February 29, 2016)
CompanyBooth
CompanyBooth
CompanyBooth
7Twelve Portfolio...............................................Kiosk 809
Connecticut Water Service, Inc.................................... 104
National Retail Properties, Inc..................................... 109
Action Forex...................................................Virtual Booth
Costa Rica Team, The.................................................. 514
New York Life Insurance.............................................. 306
Advice Trade, Inc............................................Virtual Booth
Delta Natural Gas Company, Inc.................................. 302
NYSE.................................................................Kiosk 722
Eagle Financial Publications........................................ 801
Options Industry Council, The.............................Kiosk 622
Eckard Global, LLC...................................................... 506
Penn Financial Group, LLC.......................................... 803
Alcentra Capital Corp.................................................. 113
Estate Planning Specialists, LLC................................. 509
Permanent Portfolio Family of Funds........................... 412
ALLETE, Inc................................................................. 108
Euro Pacific Capital, Inc............................................... 813
PetroSouth Energy (a subsidiary of TSF Energy).......... 318
American Tax & Annuity Advisors
Fenimore Asset Management...................................... 608
Physicians Realty Trust............................................... 319
American Water Works Company, Inc.......................... 310
Fidelity
Preferred Commerce, Inc............................................ 507
Apiary Investment Fund.............................................. 202
FXStreet........................................................Virtual Booth
Procter & Gamble Company, The
Aqua America............................................................. 209
GCC Asset Management............................................. 508
Realty Income............................................................. 309
Argus Research Corporation..........................Virtual Booth
Gluu...................................................................Kiosk 323
Reliable One Resource................................................ 606
Artisan Partners.......................................................... 406
Goins Group LLC, The................................................. 312
Royal Dutch Shell, plc
Austin Rare Coins & Bullion......................................... 816
Grom Social, Inc.......................................................... 515
RPM International, Inc................................................. 208
Barron’s...................................................................... 100
Growth Equity Group................................................... 702
Soupman, Inc.............................................................. 307
BBVA
................................................. 409
Guardian Law, LLC...................................................... 610
Spectra Energy Partners ............................................ 415
Become A Better Trader, Inc...............................Kiosk 418
Harbor City Capital...................................................... 713
Stock Whisperer Trading Company, The..............Kiosk 204
BetterInvesting........................................................... 718
Hillsdale College......................................................... 513
StoneMor Partners, LP................................................ 414
BioShares..........................................................Kiosk 216
Hit & Run Candlesticks......................................Kiosk 807
Talia Jevan Properties, Inc........................................... 618
Bloodhound Investment Research, Inc......................... 708
Ignite Funding............................................................. 612
Tangible Investments Inc............................................. 620
Bob Carlson’s Retirement Watch................................. 814
Investools® from TD Ameritrade.................................. 201
TD Ameritrade
Bottom Line Personal.................................................. 219
Investor’s Business Daily............................................ 701
Bull & Bear Financial Report........................................ 817
Joe Gandolfo, PhD & Associates.........................Kiosk 420
BuySelliQ.com............................................................ 410
Key2Options............................................................... 607
Canadian MoneySaver................................................ 321
MassRoots.................................................................. 707
Capitalist Times.......................................................... 715
Medical Properties Trust............................................. 315
CEMIG........................................................................ 214
Medicine Man Technologies........................................ 806
Ciner Resources LP..................................................... 107
Middlesex Water Company.......................................... 311
College for Financial Planning..................................... 408
MoneyShow................................................................ 520
Commodity Futures Trading Commission.................... 511
Nadex................................................................Kiosk 623
WIN
Addition
$100,
000
SPIN
SPONSOR
.... 601
SPONSOR
.............................................. 401
SPONSOR
TD Ameritrade U
SPONSOR
SPONSOR
..... 110
....................... 215
..............................99/301
SPONSOR
............... MSU Hub 615
Technical 420 LLC.............................................Kiosk 327
TMG Coins, Inc............................................................ 609
Turner Capital Investments......................................... 626
U.S. Jaclean, Inc......................................................... 325
U.S. Securities and Exchange Commission.................. 510
Vital Ground.Org......................................................... 717
Voxox.......................................................................... 705
Wall Street Raw Radio................................................ 811
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chance
win ot
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her pr
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cards
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and bo
oks fr
your fa
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vorite
expert
s!
SPONSOR
TO
one
(1) s
pin
Adviser Investments.................................................... 703
Aflac Incorporated...................................................... 206
al ticke
must be ts can be co
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surrend
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the Mon e terms and
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hub.
MATCH 3 IMAGES IN A
ROW AND WIN A PRIZE!
$1 U CO
00 UL
,0 D W
00 IN
!
ONE OF THESE
TICKETS COULD
CHANGE. YOUR. LIFE.
Collect Tickets from Various Exhibitors in The
MoneyShow Orlando Exhibit Hall and Redeem Them
at the MoneyShow Hub, Booth #520*
*Only one (1) spin per ticket
4
The World MoneyShow
March 2 - 5, 2016
EXHIBIT HALL
FANTASIA G-J
626
YSHO
SH
OO
Bull Pen
D
C
A
NE
W
MO
325
F
219
321
327
420
622
318
323
418
620
110
110
113
216
215
215
319
315
414
108
109
214
221
312
313
Stocks, REITs,
& Resources
208
310
209
207
104
107
206
103
204
202
102
100
'
623
619
718
514
515
412
512
513
612
311
410
510
511
610
308
309
408
508
509
608
609
306
307
406
506
507
606
607
415
409
409
MoneyShow
University
615
618
301
301
717
816
817
715
814
815
713
812
813
811
302
201
722
401
401
708
707
806
705
702
601
703
809
807
802
701
803
801
ENTRANCE
99
99
IN-BOOTH PRESENTATIONS SCHEDULE
Disney Contemporary Resort
February 10, 2016
Laurel Ryan
STOCKS, REITs, & RESOURCES • AISLE 100
JJ
Fantasia G-J
All work displayed here is © 2014 T3 Expo. Any reproduction or distribution of these works, e
or private display, printed or electronic formats is strictly prohibited without prior written conse
are subject to Fire Marshal approval.
ES\Florida\HOTELS\Disney
Contemporary\2016
Shows\The
Money1Show\The
Thursday, March
3
Exhibit
Hall Break
(12:15 pmMoney
– 1:15Show
pm) Orlando.dwg
Friday, March
4 (Cont.)
Exhibit Hall Break 1 (11:30 am – 1:30 pm)
12:15 pm – 12:35 pm National Retail Properties (NYSE: NNN)
12:50 pm – 1:10 pm Ciner Resources (NYSE: CINR)
12:35 pm – 12:55 pm Procter & Gamble (NYSE: PG)
11:40 am – 12:00 pm Connecticut Water Service (Nasdaq: CTWS)
12:10 pm – 12:30 pm National Retail Properties (NYSE: NNN)
12:40 pm – 1:00 pm CEMIG (NYSE: CIG)
Exhibit Hall Break 2 (4:00 pm – 4:45 pm)
Exhibit Hall Break 3 (4:15 pm – 5:15 pm)
4:00 pm – 4:20 pm
4:25 pm – 4:45 pm
Connecticut Water Service (Nasdaq: CTWS)
Alcentra Capital Corp. (Nasdaq: ABCD)
4:20 pm – 4:40 pm
Aflac (NYSE: AFL)
Friday, March 4
Exhibit Hall Break 1 (9:45 am – 10:45 am)
10:20 am – 10:40 am Procter & Gamble (NYSE: PG)
Saturday, March 5
Exhibit Hall Break 1 (9:45 am – 10:45 am)
10:20 am – 10:40 am Aflac (NYSE: AFL)
5
MONEYSHOW HUB
EXHIBIT HALL BOOTH #520
Join us at the MoneyShow Hub to get up-close-and-personal with
renowned speakers, watch LIVE Swim Lessons with TD Ameritrade,
and learn all about MoneyShow and what we have to offer.
Thursday, March 3
12:15 pm – 2:30 pmSwim Lessons Live by TD Ameritrade with Scott Connor and Kevin Hincks
Friday, March 4
11:30 am – 2:30 pmSwim Lessons Live by TD Ameritrade with Scott Connor, Cindy Faber, and Kevin Hincks
Live Interviews with These Experts
Host: Matt McCall, Founder and President, Penn Financial Group
11:30 am Robert Carlson, Retirement Watch
12:00 pm Lawrence McMillan, McMillan Analysis Corporation
12:20 pm Kelley Wright, Investment Quality Trends
2:30 pmElliott Gue, Energy and Income Advisor and
Capitalist Times
3:00 pm
Jack Ablin, BMO Private Bank
3:30 pmStefanie Kammerman, The Stock Whisperer Trading
Company
12:40 pm Robert Powell, MarketWatch's Retirement Weekly
3:50 pmToni Turner, Short-Term Trading in the New Stock Market
1:00 pmBryan Perry, Cash Machine, Premium Income, and
Dividend Investing Weekly
1:30 pm
James Stack, Stack Financial Management, Inc.
1:50 pm
Brian Lazorishak, Stack Financial Management, Inc.
2:10 pm
Roger Conrad, Capitalist Times
4:10 pmNick Vardy, Bull Market Alert, The Alpha Investor
Letter, and The Global Guru
4:30 pm
Jim Jubak, Jubak’s Picks
BECOME A MONEYSHOW MEMBER
TODAY & Receive Access to Our
EXCLUSIVE VIP Member Lounge
Located In the MoneyShow Hub
BOOK SIGNING SESSIONS
IN THE EXHIBIT HALL AT THE MONEYSHOW HUB
MEET & GREET WITH YOUR FAVORITE AUTHORS
Thursday, March 3
HOT OFF THE PRESS! by Steve Forbes
Reviving America: How Repealing Obamacare,
Replacing the Tax Code, and Reforming the Fed will
Restore Hope and Prosperity
Meet Steve Forbes and get an autographed copy for
a discounted price at The MoneyShow Hub during the
Grand Opening of the Exhibit Hall.
6
Steve Forbes
David Kotok
Steve Moore
Peter Schiff
12:15 pm – 12:45 pm
1:00 pm – 1:30 pm
1:30 pm – 1:50 pm
2:15 pm – 2:45 pm
PRIZE DRAWINGS
Saturday, March 5 • 1:00 PM
Total Approximate Value of Prizes Given Away: $11,327
The Bull Pen in the Exhibit Hall
7Twelve
Kiosk #
1 Copy of 7Twelve Book
Value: $25
ALLETE, Inc. Booth 307
5 Shares of ALLETE Common Stock
Value: $250
Middlesex Water
Booth #311
Amazon Fire HD6 with Wi-Fi Tablet
Annual Subscription to Money Magazine
Value: $130
Value: $15
Money Magazine
(5) 1-Year Subscription to Money Magazine
BBVA
1 (one) Autographed Basketball by NBA Legend
1 (one) Autographed Basketball by WNBA Legend
Value: $50
Value: $50
Value: $15 each
National Retail Properties, Inc.
Booth #109
10 Shares of Common Stock Value Approx: $450
Bioshares
Procter & Gamble Company
Booth #110
(3) 1 round of golf, all inclusive, for two to any one of the following Trump
National golf courses: Value: $1,000 each
(Doral/West Palm/Jupiter/Westchester/Bedminster)
(2) 4 Shares of Common Stock Value Approx: $330 each
Bottom Line Personal Apple Watch
Golf Club
Booth #219
Value: Under $500
Value: Under $200
BuySell IQ
Booth # 410
One Ipad mini Delta Natural Gas Company, Inc.
Spectra Energy Partners LP
Vital Ground.Org
Value: $50
Fenimore Asset Management Booth
#608
Omaha Steak Gift Card
See’s Candy - Assorted Chocolates
Value: $75
Value: $18
GOINS Group Booth #312
Hard Money Millions Education Course
Value: $1,497
Guardian Law
Booth #610
Booth #415
Executive Barbecue Utensils
Executive Travel Bag
Value: $980-$1,220
2 Shares of Common Stock iPad Air
Value: $75
Tali Jevan Properties, Inc.
Booth # 302
Booth #208
RPM Golf Balls
Value: $250 - $300
College for Financial Planning
Scholarship
RPM International, Inc.
Value: $200
Value: $150
Booth #618
Microsoft Surface Pro
Value: $600
Booth #717
Grizzly: 399 and Her Family of Pilgrim Creek Book
Duffel Bag with Vital Ground Logo
Value: $60
Value: $45
Volume Reversal/Wall Street Raw
Booth $811
1 Radio Interview
Value: $500
MoneyShow (Spin to Win Prizes)
Booth #520
Given Away Throughout the Show
Assorted Gift Cards and MoneyShow Gifts
MoneyShow Postcard Promo
Total Value: $500
Value: $5 – $10 (each)
Attendee Registration Desk
Cash
Value: $250
Value: $400
To win the exhibitor-sponsored prizes listed below, you must pre-register for the drawing at the exhibitor’s booth.
Remember: Winners of cash prizes are only eligible to win one cash prize per MoneyShow.
BOOK SIGNING SESSIONS (Continued)
Saturday, March 5
MEET & GREET WITH YOUR FAVORITE AUTHORS
Friday, March 4
Friday, March 4 (Cont.)
Kerry Given
10:00 am – 10:30 am
Mark Skousen
Robert Carlson
Jeffrey Hirsch
Jim Jubak
Toni Turner
Harmel Rayat
1:30 pm – 2:00 pm
2:30 pm – 3:00 pm
3:15 pm – 3:45 pm
4:15 pm – 4:30 pm
11:15 am – 11:45 am
11:45 am – 12:15 pm
7
PRE
SHOW
WEDNESDAY • MARCH 2, 2016
10:00 am – 3:00 pm • Fidelity Sponsored Presentations
10:00 am – 11:00 am
Grand Republic B
ond Investing Beyond Yield: Views on Fixed Income as the Fed Transitions
B
Monetary Policy
Richard Carter, Vice President, Fixed Income, Fidelity Investments
Roger Young, Senior Vice President, Fidelity Investments
11:15 am – 12:15 pm
2016 Sector Outlook and Managing Risk Using Sectors
12:30 pm – 1:30 pm
Outlook 2016: Rates, Recessions, and Elections
1:45 pm – 3:00 pm
State of the Market
Denise Chisholm, Research Analyst, Fidelity Investments
Matt Horne, Sector Investment Strategist, Fidelity Investments
Heather Knight, Regional Brokerage Consultant, Fidelity Investments
Andrew Rakowski, Regional Brokerage Consultant, Fidelity Investments
Sam Stovall, Chief Equity Strategist, S&P Capital IQ
Jurrien Timmer, Director of Global Macro, Fidelity Investments
2:15 pm – 3:15 pm • The Stock Investing Series with BetterInvesting
Grand Republic C/D
Its Not a Fantasy: You Can Become a Better Stock Investor
Kamie Zaracki, CEO, BetterInvesting
3:30 pm – 6:15 pm • General Sessions M
aster of Ceremonies
Andy Busch, Editor-in-Chief, The Busch Update
3:30 pm – 6:15 pm
3:30 pm – 3:50 pm
Welcome Remarks
Kim Githler, President and CEO, MoneyShow
3:50 pm – 4:10 pm
What’s Next for the US Dollar, Euro, and Currency Wars
Andy Busch, Editor-in-Chief, The Busch Update
4:10 pm – 4:25 pm
U
sing Psychological Indicators to Navigate Choppy Markets
The Ballroom of Americas
Chris Gessel, Executive Editor, Investor’s Business Daily
= Webcast
8
Missed a presentation? After the Show visit www.MoneyShowVirtualEvent.com to watch presentations on-demand marked with
.
9:30 am – 7:00 pm.............Registration Desk Open..................................Fantasia Lobby
PLEASE NOTE THAT THE EXHIBIT HALL WILL NOT BE OPEN TODAY
3:30 pm – 6:15 pm • General Sessions (Continued)
4:25 pm – 4:40 pm
The Ballroom of Americas
What Investors Can Learn from How They Read the News
Jeremy Olshan, Editor-in-Chief, MarketWatch
4:40 pm – 4:55 pm
T he Age of Permanent Stimulus: How the Fed Has
Created a Zombie Economy
Peter Schiff, CEO, Euro Pacific Capital, Inc.
4:55 pm – 5:10 pm
2016 Market Outlook: The Tug-of-War Persists
Keith Lerner, Chief Market Strategist, SunTrust Private Wealth Management
5:10 pm – 5:30 pm
What’s Ahead for Stocks, Bonds, and the Economy?
Steven Sears, Senior Editor, Barron’s
5:30 pm – 6:15 pm
Presents
The New Widows & Orphans Stocks
What are today’s “one decision” stocks that you can feel comfortable
owning now and holding in the next bear market and beyond? MONEY
magazine assistant managing editor Paul Lim will lead a discussion
identifying high-quality steady eddies that are worth buying today—
and how you can find them in an increasingly volatile market.
MODERATOR
Paul Lim
Jack Ablin
John Fox
Sam Stovall
Assistant
Managing Editor
Money Magazine
CIO & Executive VP
BMO Private Bank
CIO, Fenimore Asset
Management
Chief Equity Strategist
S&P Capital IQ
YOU ARE CORDIALLY INVITED TO MONEYSHOW’S
35TH ANNIVERSARY CELEBRATION DINNER
6:45 pm – 9:00 pm • Nutcracker Ballroom
Featuring Larry Kudlow
YEAR
CELEBRATION
Please join your host, Kim Githler, distinguished speakers, sponsors,
and fellow investors and help us celebrate 35 years of bringing together
renowned investment experts, the best financial products-and-services
companies, and individual investors together in a live, interactive forum.
Enjoy a delicious dinner with friends, followed by an insightful after-dinner
commentary by famed economist, syndicated columnist, and popular
radio host, Larry Kudlow. Hear his insights on the state of the economy,
Wall Street, Washington, and his views on what’s ahead.
$199 per person
For more detailed speaker and topic information, refer to pages 28-47.
9
DAY
1
(PART 1) THURSDAY • MARCH 3, 2016
YEAR CELEBRATION
OPENING CEREMONIES
Master of Ceremonies
Andrew Busch, Editor-in-Chief and Publisher, The Busch Update
8:45 am – 12:15 pm
How Top Advisors Are Protecting Client Portfolios Now
8:45 am – 9:25 am
Moderator: Howard Gold, Founder and President, GoldenEgg Investing
Panelists: D
avid Kotok, Chairman and CEO, Cumberland Advisors
Louis Navellier, Editor, Blue Chip Growth, Quantum Growth,
Global Growth, and Emerging Growth
James Stack, President, Stack Financial Management, Inc.
MODERATOR
Howard Gold
9:25 am – 9:30 am
David Kotok
Louis Navellier
James Stack
Sponsor Welcoming Remarks
Joe Kinahan, Chief Market Strategist, TD Ameritrade
9:30 am – 10:00 am
Should You Ru with the Bulls or Hibernate with the Bears?
Moderator: Matt McCall, Founder and President, Penn Financial Group
Bull: Jeffrey Saut, Chief Investment Strategist & Managing Director, Raymond James & Associates
Bear: Peter Schiff, CEO, Euro Pacific Capital, Inc.
MODERATOR
Matt McCall
= Webcast
10
Jeffrey Saut
BULL
Peter Schiff
BEAR
.
8:00 am – 1:30 pm
8:30 am – 12:15 pm
•
12:15 pm – 8:00 pm...........Exhibit Hall Hours...............................................Fantasia G-J
BALLROOM OF THE AMERICAS
Enjoy a morning of eye-opening keynote presentations and spirited panel discussions featuring world-renowned investment experts who
will share their cutting-edge strategies, keen insights, and unique perspectives for uncovering the best opportunities in the markets today.
10:00 am – 10:35 am
The Economy and the Markets: Sluggish Optimism
Bruce Johnstone, Managing Director and Senior Marketing Investment
Fidelity Investments
10:35 am – 10:40 am
Sponsor Welcoming Remarks
Mark Allen, Regional Brokerage Consultant, Fidelity Investments
10:40 am – 11:00 am
Investing in the Shale 2.0 Boom
Mark Mills, Founder and CEO, Digital Power Group
11:00 am – 11:30 am
The Elections and Their Impact on Stocks and the Economy
Steve Forbes, Chairman and Editor-in-Chief, Forbes Media
11:30 am – 12:15 pm
The Upcoming Presidential Election and Your Portfolio
Moderator: Andrew Busch, Editor-in-Chief and Publisher, The Busch Update
Panelists: Steve Forbes, Chairman and Editor-in-Chief, Forbes Media
Lawrence Kudlow, CEO, Kudlow & Company, LLC
Stephen Moore, Distinguished Visiting Fellow, The Heritage Foundation
MODERATOR
Andrew Busch
12:15 pm – 1:30 pm
Steve Forbes
Lawrence Kudlow
Stephen Moore
Grand Opening of the Exhibit Hall • (Fantasia G-J)
Mix and mingle within The MoneyShow Exhibit Hall with lively in-booth and Bull Pen
presentations, product debuts, and direct-access to the best tools, and software.
Meet Steve Forbes and get an autographed copy of his new book at The MoneyShow Hub.
Thursday, Part 2 • March 3, 2016 (1:30 pm – 8:00 pm) continued on next two pages.
11
DAY
1
(PART 2) THURSDAY • MARCH 3, 2016
Keywords
STRATEGIES
OPTIONS &
STRATEGIES
STRATEGIES
STRATEGIES
STRATEGIES
STOCKS, MARKETS,
& STRATEGIES
Rooms
Nutcracker 1
Nutcracker 2
Nutcracker 3
Fantasia A/B
Fantasia C/D
Fantasia E/F
1:30 pm –
2:15 pm
Sponsor/
Exhibitor
Presentations
Learn How a SelfDirected IRA Is Used to
Purchase Alternative
Assets (Retirement)
Brett T. Immel
Growth Equity Group
Let’s Get It Started in
Here: An Introduction to
thinkorswim® (Options)
BBVA: Prepared for
the Digital Revolution
(Stocks)
Scott Connor
TD Ameritrade
Ed Bilek
BBVA
Anti-Annuity™
(Estate Planning)
Michael Berger
Technical 420, LLC
Phil Wasserman
American Tax & Annuity
Advisors
Failure to Disclose:
What Your Attorney and
Accountant Won’t Tell
You About Cutting Your
Taxes and Protecting
Your Wealth (Strategies)
Will Howard
Joe Gandolfo, PhD &
Associates
2:25 pm –
3:10 pm
Going Mobile! Trade
Everything, Everywhere
(Options)
New to ETFs? 5 MustAsk Questions to Get
Started (ETFs)
Sponsor/
Exhibitor
Presentations
John Hart
TD Ameritrade
Heather Knight
Fidelity
3:20 pm –
4:05 pm
Managing a Monthly
Covered-Call Portfolio
Like a Pro (Options)
The Current Status
of Option-Oriented
Indicators (Options)
Tenets of Successful
Biotech Investing
(Biotech)
Educational
Presentations
Bryan Perry
Cash Machine, Premium
Income, and Dividend
Investing Weekly
Lawrence McMillan
McMillan Analysis
Corporation
Bret Jensen
Small Cap Gems,
Blue Chip Gems,
and Biotech Gems
4:05 pm –
4:45 pm
State of the MLP
Industry (MLPs)
StoneMor Partners L.P.:
The Other MLP (MLPs)
John McNamara
StoneMor Partners, L.P.
Small-Cap Stock Clinic
(Stocks)
Douglas Gerlach
ICLUBcentral, Inc.
The Ten Most Common
Estate Planning
Mistakes and How
to Avoid Them
(Estate Planning)
Cannabis Technology:
Investing in Marijuana
Without Touching
the Plant Itself
(Cannabis Investments)
David T. Phillips
Estate Planning
Specialists, LLC
Isaac Dietrich
MassRoots, Inc.
30% OFF! Differences
and Dividend
Opportunities in the
Canadian Market
(Dividend)
Market Overviews
(Markets)
Peter Hodson
Canadian MoneySaver
Jeffrey Saut
Raymond James &
Associates
VISIT THE EXHIBIT HALL • Fantasia G-J
Mix and mingle within The MoneyShow Exhibit Hall with lively in-booth and Bull Pen presentations, product debuts, and direct-access to the best
experts, tools, and software.
• Ask questions one-on-one with professionals at each booth.
• Lively In-Booth Presentations at the Stocks, REITs, & Resources Area in Aisle 100 by Connecticut Water Service and Alcentra.
4:45 pm –
5:30 pm
Top 10 Fidelity Sector
Funds & Fidelity ETFs for
2016 (ETFs)
Trading the Trend,
Knowing When to Exit
(Strategies)
Predicting Market
Trends with Barron’s
(Markets)
Sponsor/
Exhibitor
Presentations
Jim Lowell
Adviser Investments
Scott Durfey
Investools® from TD
Ameritrade Holding Corp.
Peter Miller
Barron’s
How to Trade Like a
NASDAQ Market Maker
(Strategies)
Utility Stocks: Now’s the
Time (Energy)
5:45 pm –
6:30 pm
Educational
Presentations
6:30 pm –
8:00 pm
A Recovery in Name
Only: Why the Next
Recession Has Already
Begun (Markets)
Peter Schiff
Euro Pacific Capital, Inc.
Fausto Pugliese
CyberTrading University
The IRA Required
Minimum Distribution
Leverage Strategy:
How to Maximize Your
IRA, Minimize Your Tax
(Estate Planning)
David T. Phillips
Estate Planning
Specialists, LLC
Roger Conrad
Capitalist Times
How to Find the Next
Big Revolution in Tech
(Technology)
The 4 Biggest Myths
and 3 Biggest Risks in
Retirement (Retirement)
Cody Willard
Scutify
Howard Gold
GoldenEgg Investing
How to Get on Course
and Stay on Course:
What Are We Up
Against? (Markets)
William Mccartan
Fenimore Asset
Management, Inc.
Invest in the ‘Best of
the Best’ and Forget the
Rest: The Top 7 Stocks
of the Top Investment
Strategy (Stocks)
Nicholas Vardy
Bull Market Alert, The
Alpha Investor Letter, and
The Global Guru
NETWORKING RECEPTION IN THE THE EXHIBIT HALL • Fantasia G-J
Enjoy cocktails as you network, share experiences, and brainstorm ideas with your fellow market enthusiasts.
= Webcast
12
.
1:30 pm – 8:00 pm
12:15 pm – 8:00 pm...........Exhibit Hall Hours...............................................Fantasia G-J
STRATEGIES
STOCKS, MARKETS,
& REITs
MARKETS &
STRATEGIES
MARKETS &
STRATEGIES
PREMIUM PAID EVENT
Fantasia K/L
Fantasia M/N
Grand Republic B
Ballroom of
Americas B
Grand Republic A
Making the Most of
Your Show Experience:
Time Saving Tips
for Navigating The
MoneyShow (Strategies)
Hospital Real Estate
(Real Estate)
Tim J. Berryman
Medical Properties Trust
Aaron West
MoneyShow
1:30 pm – 3:00 pm
Live Trading Challenge
(Strategies)
Rob Hoffman, Become A
Better Trader, Inc.
vs.
Brian Rehler, TraderShark
Investing in Sustainable
Water Infrastructure
Yields Dividends for
Shareholders and
Communities (Dividend)
Kelley Wright, Connecticut
Water Service, Inc., and
Middlesex Water
Company
Five Risks for Retirement
and How to Prepare for
Them (Retirement)
Successfully Navigating
the World of REIT
Investing (REITs)
How to Become a
Market-Directional
Investor (Markets)
Tyler Flynn-Corbin
New York Life Insurance
Brad Thomas
Forbes Real Estate Investor
Mike Turner
Turner Capital Investments
Are Investment Advisers
Too Bullish? (Markets)
Argus Economic/Market
Outlook (Markets)
Top 10 Fidelity Funds for
2016 (Funds)
Mark Hulbert
The Hulbert Financial
Digest
Stephen Biggar
Argus Research
Corporation
Jim Lowell
Adviser Investments
Risk Management—Why
Your Financial Survival in
2016 May Depend on It
(Markets)
James Stack
Stack Financial
Management, Inc.
BULL PEN
PRESENTATIONS
Exhibit Hall
Fantasia Ballroom
1:30 pm – 3:30 pm
12:15 pm – 12:45 pm
How to Find High
Probability Trades*
How to Trade Like a
Nasdaq Market Maker
(Strategies)
Stephanie Kammerman
The Stock Whisperer Trading
Company
Fausto Pugliese
Stefanie Kammerman aka The
Stock Whisperer is a renowned
expert with over 21 years of trading
experience. She will share her
secret rules for profitable trading
including how to spot a correction
before it happens by "counting the
cards of Wall Street," otherwise
known as reading the tape. She'll
show you how to get prepared every
morning before the market opens by
using pre-market price action to find
the highest probability day trades.
You will learn how the big players
bluff on the ECN book, otherwise
known as refreshing, along with
how to find the best levels to trade
off of.
*$109 per person
1:00 pm – 2:00 pm
The Alternative
Investment That Beats
the Market (Alternative
Investments)
Nick Fortune
Harbor City Capital
2:15 pm – 2:45 pm
Investing in America's
Growth Companies
(Stocks)
Paul Echausse
Alcentra Capital Corp.
3:00 pm – 3:30 pm
A Leading Producer
of Natural Soda Ash
(Commodities)
4:30 pm – 6:30 pm
Covered Call
Options for Income
Generation*
Acquire Oil & Gas
Reserves at 70%
Discounts? US Shale
Minerals for Sale!
(Energy)
Troy W. Eckard
Eckard Global, LLC
The Retirement You Want
and Deserve (Retirement)
Robert Powell
MarketWatch’s Retirement
Weekly
REIT Dividend-Paying
Companies Panel (REITs)
Learn an Actionable
IBD® Routine That Will
Help You Consistently
Make Money in the Stock
Market (Strategies)
The Green Rush Is
Coming: A Look Into
the Leading Private
Companies (Cannabis
Investments)
Barbara James
Investor’s Business Daily
Matt McCall,
The Gluu. Green Jane, Inc.,
MagicalButter.com,
and Medicine Man
Technologies
Finding Safety, Value, &
Yield in a Tumultuous
Market (Stocks)
High Yields in Both
Stocks and Bonds?
(Stocks)
Bret Jensen
Small Cap Gems, Blue Chip
Gems, and Biotech Gems
Louis Navellier
Blue Chip Growth,
Quantum Growth, Global
Growth, and Emerging
Growth
Investing In a Rising
Rate Environment:
New Dangers, New
Opportunities (Markets)
Medical Properties Trust,
National Retail Properties,
Inc., Physicians Realty
Trust, and Realty Income
Jack A. Ablin,
Andrew Busch, and
Vahan Janjigian
Price Headley, Founder and Chief
Analyst, BigTrends.com
Price Headley, founder and chief
analyst of BigTrends.com, shares
with you how to create extra income
as often as every week from your
stocks that are stuck in a holding
pattern. He will show you how he
uses his BigTrends Acceleration
Bands, as well as other oscillators
like the Williams %R to determine if
the stock is in a trend or a trading
range. Mr. Headley will also focus
on trade management, and how
you can adjust your positions
should market conditions dictate
that changes are prudent. Then, he
will discuss his favorite underlying
stocks to generate healthy income
while letting you sleeping well
at night! Last, but not least, he
will review how much time you
should use to optimize your results,
compared to what price points to
consider depending on the stock’s
expected volatility.
Scott Humphrey
Ciner Resources LP
4:00 pm – 4:30 pm
Owning Tangible Assets
as an Insurance Policy
(Commodities)
Mike Bonham
Tangible Investments Inc.
4:45 pm – 5:15 pm
The Mathematics of
Retirement Portfolios
(Retirement)
Craig Israelsen
7Twelve Portfolio
5:30 pm – 6:00 pm
Water Treatment
Desalination
(Commodities)
John Collier
Reliable One Resource
*$109 per person
13
DAY
2
(PART 1) FRIDAY • MARCH 4, 2016
Keywords
STRATEGIES
OPTIONS, MARKETS,
& STRATEGIES
STRATEGIES
STRATEGIES
STRATEGIES
STOCKS, MARKETS,
& STRATEGIES
Rooms
Nutcracker 1
Nutcracker 2
Nutcracker 3
Fantasia A/B
Fantasia C/D
Fantasia E/F
Trading Weekly Options
(Options)
MarketWatch Presents:
Stocks and Funds for
Those Worried a Bear
Market Is About to Begin
(Stocks)
8:00 am –
8:45 am
Educational
Presentations
9:00 am –
9:45 am
Sponsor/
Exhibitor
Presentations
9:45 am –
10:45 am
Fast Money Alert: Five
Stocks to Buy in the
Hottest Markets Now
(Stocks)
Mark Skousen
Forecasts & Strategies,
Private Equity Trader, and
High-Income Alert
Oil Water Seperation
(Commodities)
John Collier
Price Headley
BigTrends.com
Mark Hulbert
Douglas Gerlach
Jim Lowell
Kelley Wright
Is This a Buying
Technique for Stocks
and ETFs? With Puts, It
Just Might Be (Options)
Kevin Hincks and
Scott Connor
TD Ameritrade
Crisis and Opportunity:
An Elliott Wave Overview
of the Markets (Markets)
Steven Hochberg
Elliott Wave International
Predicting Market
Trends with Barron’s
(Strategies)
Peter Miller
Barron’s
Central American
Hotel & Resort Income
& Development Fund
(Income)
Troy W. Eckard
Eckard Global, LLC
Overcoming the 6
Critical Threats to
Lifetime Income Security
(Retirement)
Robert Carlson
Retirement Watch
The Five Best Planning
Practices for Every
Estate and Asset
Protection Plan (Asset
Protection)
Richard Durfee, Jr.
Estate Planning
Specialists, LLC
How to Structure Your
Portfolio Through the
Ages (Strategies)
Nancy Zambell
Wall Street’s Best
Investments and Wall
Street’s Best Dividend
Stocks
How to Build a Portfolio
in Today’s Challenging
Environment (Markets)
Ed Bilek
BBVA
Mix and mingle within The MoneyShow Exhibit Hall with lively in-booth and Bull Pen presentations, product debuts, and direct-access to
the best experts, tools, and software.
• Take your turn at the SPIN TO WIN for a chance to win up to $100,000!
• Lively In-Booth Presentations at the Stocks, REITs, & Resources Area in Aisle 100 by Procter & Gamble and others
• Enter your name for all the prize drawings offered by our participating companies
10:45 am –
11:30 am
Sponsor/
Exhibitor
Presentations
11:30 am –
1:30 pm
Three Steps to an
Incredible Retirement:
Do What You Want, When
You Want! (Retirement)
Brian L. Fricke, CFP
Financial Management
Concepts
Options Strategies
for Directional Trades
(Options)
Tom White
TD Ameritrade
Award-Winning
Strategies for Active
Day and Swing Traders
(Strategies)
Using a Self-Directed
IRA to Double Your
Investing Dollars
(Retirement)
Rob Hoffman
Become A Better Trader,
Inc.
Brett T. Immel
Growth Equity Group
How to Receive a
Guaranteed Income
Stream, Reduce Taxes,
and Defend Liberty
(Income)
Howard Kaloogian
Hillsdale College
Will Howard
Joe Gandolfo, PhD &
Associates
Join us at the Exhibit Hall break for more lively presentations and Book Signings with Experts while you grab a bite to eat in the MoneyShow cash food area.
• Don't miss the TD Ameritrade Swim Lessons LIVE at the MoneyShow Hub and get up-close and personal with the Swim Lessons instructors.
• Lively In-Booth Presentations at the Stocks, REITs, & Resources Area in Aisle 100 with CEMIG, Connecticut Water, National Retail Properties, and more….
11:45 am –
1:15 pm
The Best Stocks to Buy in an Election Year Lunch Panel*
Howard Gold, GoldenEgg Investing
Roger Conrad, Capitalist Times
Vahan Janjigian, Bottom Line’s Money Masters Stock Report
Howard Gold Roger Conrad Vahan Janjigian Bret Jensen Louis Navellier
Bret Jensen, Small Cap Gems, Blue Chip Gems, and Biotech Gems
Louis Navellier, Blue Chip Growth, Quantum Growth, Global Growth, and Emerging Growth
*$109 per person, includes light lunch
Jim Stack with attendees
Paul Lim
= Webcast
14
Kim Gith
Henry Kis ler &
singer
Lou Rukeyser rings NYSE closing bell
.
8:00 am – 1:30 pm
9:45 am – 5:30 pm.............Exhibit Hall Hours...............................................Fantasia G-J
STRATEGIES
STOCKS, MARKETS,
& STRATEGIES
STRATEGIES
MARKETS &
STRATEGIES
PREMIUM PAID EVENT
Fantasia K/L
Fantasia M/N
Grand Republic B
Ballroom of
Americas B
Grand Republic A
Four Hot Stocks to
Avoid...and Four Strong
Buys...from a #1 Stock
Picker (Stocks)
7 Stocks Flying Under the
Radar for 2016 (Stocks)
Matt D. McCall
Penn Financial Group
Vahan Janjigian
Bottom Line’s Money
Masters Stock Report
MagLev Energy, Inc.,
Demonstrates Its EnergySaving Technology
Usable Anywhere
(Energy)
Jon Harms and Don Taylor
Maglev-Energy Inc.
The Best Stocks of a
Generation: Evidence
from the Past, Ideas for
Today! (Stocks)
Annell Danczyk, Brian
Lazorishak, and Eric
Vermulm
Stack Financial
Management, Inc.
Maintaining Safe and
Growing Dividends
(REITs)
Four Best Tools for
Identifying Investment
Opportunities (Strategies)
Christopher Barry
National Retail
Properties, Inc.
Mike McCrary
Fidelity
9:40 am – 9:50 am
Money Makes Us
Jeremy Olshan
9:55 am – 10:40 am
Money for Life
by
Moderator: Jeremy Olshan
Panelists: Jillian Berman,
Sally French, Robert Powell
Tax Diversifying Your
Retirement Income with
Life Insurance (Insurance)
Daniel Ogden
Company
Growth Opportunities
Around the World (Stocks)
Jeff Cianci, Aflac
Incorporated, CEMIG,
Procter & Gamble
Company, and RPM
International, Inc.
Why a Buy-and-Hold
Strategy Takes on Far
Too Much Risk! (Markets)
Mike Turner
10:45 am – 11:15 am
What Every Student
Should Know about Money,
Investing, and Student
Debt
Mark Skousen
11:20 am – 11:50 am
Special Guest:
NBA Legend Bruce Bowen
11:50 am – 1:00 pm
Lunch Break
Exhibit Hall
Fantasia Ballroom
9:00 am – 11:00 pm
10:15 am – 10:45 am
Conforming Income
Portfolios to the
Current Investing
Landscape*
Multiple Ways to
Passively Earn Returns of
12-24% or More Secured
by Single Family Real
Estate (Real Estate)
Bryan Perry, Editor, Cash Machine,
Premium Income, and Dividend
Investing Weekly
9:30 am – 9:35 am
Welcoming Remarks
Kim Githler
BULL PEN
PRESENTATIONS
Being ahead of the curve and
not behind is always the bestlaid plan for income investing.
Finding the right balance of sector
weightings and combination of
income-generating assets is always
a challenge within an uneven
recovery. Bryan Perry, editor of Cash
Machine, Premium Income, and
Dividend Investing Weekly brings his
three decades of professional broker
advisory experience and keen
insight along with his best dividend
and income ideas for current market
conditions and for 2016.
Larry Goins
Goins Group LLC, The
11:00 am – 11:30 am
The Best Test to Invest:
Experience (Cannabis
Investments)
Tom Quigley
The Gluu
11:45 am – 12:15 pm
Fidelity’s Investing
Advantage (Strategies)
John Gagliardi
Fidelity
*$109 per person
12:30 pm – 1:00 pm
Strategy Investing vs
Stock Picking (Strategies)
Terrence Sullivan
Bloodhound Investment
Research, Inc.
STAY CONNECTED
#InvestSmarter
facebook.com/MoneyShow
YEAR CELEBRATION
kousen
Mark S
Paul Kan
g
as
Friday, Part 2 • March 4, 2016 (1:30 pm – 8:15 pm) continued on next two pages.
15
DAY
2
(PART 2) FRIDAY • MARCH 4, 2016
Keywords
STRATEGIES
OPTIONS, MARKETS,
& STRATEGIES
STRATEGIES
STRATEGIES
STRATEGIES
STOCKS, MARKETS,
& STRATEGIES
Rooms
Nutcracker 1
Nutcracker 2
Nutcracker 3
Fantasia A/B
Fantasia C/D
Fantasia E/F
1:30 pm –
2:15 pm
ETF and Option
Strategies (Options)
Educational
Presentations
Bill Ryan
Intercontinental Exchange
NYSE Options
2:30 pm –
3:15 pm
Sponsor/
Exhibitor
Presentations
3:30 pm –
4:15 pm
Sponsor/
Exhibitor
Presentations
Enhancing Stock and
Option Returns Using
Key2Options Proprietary
State Modeling (Options)
Five Factors for
Predicting the Market
(Markets)
Jack A. Ablin
BMO Private Bank
Fixed Income Versus
Dividend Income: Which
Provides More Income
Over the Long-Term?
(Dividend)
Kelley Wright
Investment Quality
Trends
Trade Finder with Trade
Architect (Options)
Anti-Annuity™
(Estate Planning)
Harrison Napper
TD Ameritrade
Phil Wasserman
American Tax & Annuity
Advisors
BBVA: A Unique Value
Proposition (Stocks)
Guaging the Strength of
the Market (Strategies)
Making the Most of
Barron’s (Strategies)
Ed Bilek
BBVA
Scott Durfey
Investools® from TD
Ameritrade Holding Corp.
Michael Ahern
Barron’s
Michael McNelis and
Ashok Yarlagadda
Key2Options
Vanguard Secrets: 10
Things Vanguard Won’t
Tell You (Funds)
Jeff DeMaso
Adviser Investments
How Much Can I Safely
Withdraw from My
Savings In Retirement?
(Retirement)
Oil & Gas Investment
Opportunities in
Colombia (Commodities)
Michael Patman
PetroSouth Energy
(a subsidiary of TSF Energy)
My 6 Top Picks for a
Rough and Tumble 2016
(Stocks)
Walter Updegrave
RealDealRetirement.com
Nicholas Vardy
Bull Market Alert, The
Alpha Investor Letter, and
The Global Guru
Aflac’s Strategy for
Growth (Stocks)
Advanced Equity
Strategies (ETFs)
Daniel Bellware
Aflac Incorporated
Jeff Cianci
Fusion IQ
Asset Protection for
Investors: 101 (Asset
Protection)
Gregory Christiansen
Guardian Law, LLC
Will Howard
Joe Gandolfo, PhD &
Associates
4:15 pm –
5:15 pm
Mix and mingle within the MoneyShow Exhibit Hall with lively in-booth and Bull Pen presentations, product debuts, and direct-access to the best experts, tools,
and software. Enjoy popcorn during the break.
• Check out the MoneyShow Hub for interviews with experts and more book signings with the experts.
• More Lively In-Booth Presentations at the Stocks, REITs, & Resources Area in Aisle 100 with Aflac and others.
5:15 pm –
6:00 pm
Why Election Year
2016 Could Be Trouble
(Markets)
Options Trading in a
Retirement Account
(Options)
Surviving a Bear Market:
How to Protect Your
Portfolio (Markets)
Investing in 2016 Using
Intermarket Technical
Analysis (Strategies)
Educational
Presentations
Jeffrey Hirsch
The Stock Trader’s
Almanac and Almanac
Investor
Kerry W. Given, PhD
Parkwood Capital LLC
Elliott Gue
Energy and Income
Advisor and Capitalist
Times
J.C. Parets
All Star Charts
6:15 pm –
7:45 pm
Douglas Gerlach
ICLUBcentral, Inc.
Leibovit Volume
Reversal (Strategies)
Mark Leibovit
VRTrader.com
2016, the Year Ahead—Volatility Fun! • (Nutcracker 2)
Sponsored by
Joe (JJ) Kinahan, Chief Market Strategist, TD Ameritrade
s
n
e Picke
T. Boon hler
it
G
im
K
&
= Webcast
16
Don’t Be Bamboozled by
Wall Street: Successful
Stockpicking in the 21st
Century (Stocks)
Steve Forbes
Jim Stac
k
tendees
sauer & at
John Des
Lou Rukeyser
.
1:30 pm – 8:15 pm
STRATEGIES
STOCKS, MARKETS,
& STRATEGIES
STRATEGIES
Fantasia K/L
Fantasia M/N
Grand Republic B
Make Dividends Count!
(Dividends)
Nancy Zambell
Wall Street’s Best
Investments and Wall
Street’s Best Dividend
Stocks
(Real Estate)
Tim J. Berryman
Strategies, Techniques,
and Executions for
Investing in Today’s
Markets (Strategies)
Raymond Rondeau
American Association of
Individual Investors
What to Consider as
You Determine What
Cannabis Business is
Best for You and Your
Investment Dollars
Investing in Volatility
(Options)
Jim Jubak
JubakPicks.com
Lifecycle of Leading
Stocks (Stocks)
Ralph Perrini
Brett Roper
Medicine Man
Technologies
Investing in
Biotechnology:
Everything You Need to
Know (Biotech)
Investing in Cannabis:
Finding Value in
Ancillary Businesses
Jonathan Wexler
BioShares
Jeff Cianci, The Gluu,
MassRoots, Inc., Medicine
Man Technologies, and
MJardin Management
Making the Most of
Fidelity’s Fixed-Income
Tools (Income)
Scott Bassler
Fidelity
PREMIUM PAID EVENT
Ballroom of
Americas B
1:00 pm – 1:45 pm
Busting Myths About
Millennial Finances
by
Moderator: Paul Lim
Panelists: Taylor Tepper
Kerri Anne Renzulli
1:50 pm – 2:20 pm
TD Ameritrade U and You
Mary Ryan
2:25 pm – 3:10 pm
New Job, New Paycheck,
New Problems? How
Technology Can Save You
from Post-Grad
Financial Meltdown
by
Moderator: Samantha Sharf
Panelists:
Michelle Broderick,
Phil DeGisi, Cynthia Loh
3:15 pm – 3:30 pm
Closing Remarks
by Jordan Berger
3:30 pm – 4:15 pm
Networking in the Exhibit Hall
Grand Republic A
1:15 pm – 1:45 pm
Increase Your
Profits with ETFs:
Money-Making
Strategies for Active Investors*
To Swing or Not to
Swing? (Strategies)
Toni Turner, Author, Short-Term
Trading in the New Stock Market
The exchange traded fund universe
is huge-and expanding by the day.
While many funds can yield big
profits, it can be overwhelming
to wade through the ETF “jungle”
and target the best ETFs for your
financial goals. Let best-selling
financial author and 20-year market
veteran, Toni Turner, do the work
for you. In this exciting session,
Toni will discuss ETFs and how to
profit from them in swing trades,
position trades, and core portfolio
positions. Using the common-sense
approach Toni is known for, she will
also explain two simple setups, the
risk management rules she uses in
her own accounts, and how to apply
them successfully to ETFs.
Rick Saddler
Hit & Run Candlesticks
Diane Alexander and
Toni Turner
Short-Term Trading in the
New Stock Market
My Swan Strategy: Five
High-Income Stocks That
Beat the Market Most of
the Time (Income)
Mark Skousen
Forecasts & Strategies,
Private Equity Trader, and
High-Income Alert
YEAR CELEBRATION
Stefanie Kammerman
The Stock Whisperer
Trading Company
2:00 pm – 2:30 pm
Wealth vs. Health:
Why You Must have an
Extended Health Care
Plan (Insurance)
Jim Gerard
2:45 pm – 3:15 pm
Investor Profile: What
Kind of Investor Are You?
(Funds)
Shawn Lucas
Apiary Investment Fund
*$109 per person
3:30 pm – 4:00 pm
4:00 pm – 6:00 pm
Robert Carlson, Editor, Retirement
Watch
Supercharge Your Brain
for Maximum Profits
(Strategies)
Exhibit Hall
Fantasia Ballroom
1:30 pm – 3:30 pm
Creating Safe,
Secure Retirement
Income*
How to Not Catch a
Falling Knife and Profit
(Strategies)
BULL PEN
PRESENTATIONS
Investors don’t have to struggle
the way most have since 2000
and especially since 2007. But
you can’t profit by using leftover
strategies that worked in the
pre-2000 bull market or before
the 2008 financial crisis. In this
session, Robert Carlson, editor
of Retirement Watch, will share
with you the changes in markets
and other new factors that cause
traditional investment strategies to
fail. You’ll also learn how to adapt
your portfolio to these factors and
create an asset allocation strategy
that is appropriate for you that will
generate income and cash flow
that will last a lifetime. He’ll also
review how to reduce volatility and
which investments will help meet
your goals.
Learn How You Can Earn
20 to 25% Returns in
Costa Rica’s Emerging
Real Estate Market
(Real Estate)
Charles Boyd
The Costa Rica Team
4:15 pm – 4:45 pm
The Best Way to Invest in
Real Estate (Real Estate)
Harmel Rayat
Talia Jevan Properties, Inc.
*$109 per person
17
DAY
3
SATURDAY • MARCH 5, 2016
Keywords
STRATEGIES
OPTIONS & STRATEGIES
STRATEGIES
STRATEGIES
Rooms
Nutcracker 1
Nutcracker 2
Nutcracker 3
Fantasia A/B
Fact vs. Fairy Tale: Is That Stock Really
a Quality Investment with Potential for
a High Return? (Stocks)
The Savage Truth on Money: You Made
Money—Now What? (Retirement)
8:00 am –
8:45 am
Where to Invest for Income When
Rates Rise (Income)
Boosting Income with Dividends and
Options (Income)
Educational
Presentations
Bryan Perry
Cash Machine, Premium Income, and
John Dobosz
Forbes Media
9:00 am –
9:45 am
How Should We Trade This Market?
(Options)
Scan for It! Unleashing the Power of
thinkorswim® Scanning (Options)
Making the Most of Barron’s
(Strategies)
Kerry W. Given, PhD
Cindy Faber
TD Ameritrade
Michael Ahern
Barron’s
Sponsor/
Exhibitor
Presentations
Kathleen (Kamie) Zaracki
BetterInvesting
Terry Savage
The Savage Truth on Money
What Does the 2016 Presidential
Election Mean for Cannabis Stocks
and Your Portfolio (Cannabis)
Michael Berger
Technical420 LLC
9:45 am –
10:45 am
Mix and mingle within The MoneyShow Exhibit Hall with lively in-booth and Bull Pen presentations, product debuts, and direct-access to the best experts,
tools, and software.
• Enter your name for all the prize drawings offered by our participating companies.
• Book Signings with Kerry Given and Jim Jubak
• Lively In-Booth Presentations at the Stocks, REITs, & Resources Area in Aisle 100 with Aflac and others.
10:45 am –
11:30 am
Sponsor/
Exhibitor
Presentations
11:30 am –
1:30 pm
Introduction to Binary Options: Binary
Return Derivatives (ByRDs) (Options)
Winning with Commercial Real Estate
(Real Estate)
Bill Ryan
NYSE
Harmel Rayat
Join us at the Exhibit Hall break for more lively presentations and Book Signings with Experts while you grab a bite to eat in the MoneyShow cash food area.
• Last try at the SPIN TO WIN for a chance to win up to $100,000!
• More Lively In-Booth Presentations, Product Demos, and Prize Drawings
Income Investing in the Current Environment Lunch Panel*
11:45 am –
1:15 pm
Terry Savage, The Savage Truth on Money
Robert Carlson, Retirement Watch
Marilyn Cohen, Envision Capital Management, Inc.
Mark Skousen, Forecasts & Strategies, Private Equity Trader, and High-Income Alert
Kelley Wright, Investment Quality Trends
Learn the Secrets of Old Fashioned
Trading to Profit Consistently in a
High-Tech World (Strategies)
1:30 pm –
2:15 pm
Educational
Presentations
2:30 pm –
3:30 pm
Stefanie Kammerman, The Stock
Whisperer Trading Company
Top Investments for 2016 (Markets)
Matt D. McCall
Terry Savage Robert Carlson Marilyn Cohen Mark Skousen Kelley Wright
*$109 per person, includes a light lunch.
Winning IRA Strategies for 2016
(Retirement)
Believe in Bond Simplicity (Income)
Marilyn Cohen
Envision Capital Management, Inc.
Robert Carlson
Retirement Watch
The Top Ten Stocks You Should Buy Now • (Grand Republic B)
Byran Perry, Mark Skousen, and Nicholas Vardy
Bryan Perry
Mark Skousen with attendees
keyser
Lou Ru
= Webcast
18
Kim Gith
ler
Mark Skousen Nicholas Vardy
glia
Joe Battipa
Forbes Global Forecast Panel MoneyShow Las Vegas
Gary Shilling, Ken Fisher, Steve Forbes
.
STRATEGIES
STRATEGIES
STRATEGIES
Fantasia C/D
Fantasia E/F
Grand Republic B
Why Not to Trust the Central
Bankers (Income)
Marilyn Cohen
Fallacy of the VIX (Markets)
Scott Rothbort
LakeView Asset Management
How to Choose the Right Asset
Manager (Markets)
Mike Turner
Leibovit Volume Reversal
(Strategies)
How to Draw Income in a Volatile
Market (Income)
Mark Leibovit
VRTrader.com
Andrew Rakowski
Fidelity
How to Make Double-Digit
Returns in a Single Digit Economy
(Alternative Investments)
Ways to Be Well-Informed with
FXStreet—New Projects & New
Design (Forex)
Nick Fortune
Harbor City Capital
Mauricio Carrillo
FXStreet
Leaderboard: IBD’s List of Leading
Growth Stocks (Stocks)
Jonathan Howard
BULL PEN
PRESENTATIONS
PREMIUM PAID EVENT
Exhibit Hall
Fantasia Ballroom
Grand Republic A
9:00 am – 11:00 am
9:45 am – 10:15 am
Using Market
Cycles,
Seasonalities, and
Recurring Patterns to Improve
Investment Returns*
Investing in Dividend
Stocks (Dividend)
Scott Rothbort
LakeView Asset
Management
Jeffrey Hirsch, Editor-in-Chief,
The Stock Trader’s Almanac and
Almanac Investor
Beyond the “best six months” and
“sell in May,” Jeffrey Hirsch, editorin-chief, The Stock Trader’s Almanac
and Almanac Investor, will teach you
about market seasonality and how
he rotates in and out of sectors with
the highest probability for maximum
returns using fundamental and
technical analysis in conjunction
with seasonal and cyclical trading
strategies, economic trends, and
historical patterns. As detailed in
the Stock Trader’s Almanac and
Almanac Investor, he will pinpoint
entry and exits prices for highly
correlated ETFs and top-ranked
small-, mid – and large-cap stocks.
10:30 am – 11:15 am
Q&A with Matt McCall
(Strategies)
Matt McCall
Why Saudi Arabia Can’t Afford
Higher Oil Prices (Energy)
How to Invest Like Warren Buffett
(Strategies)
The Next Profit Frontier in
Technology—Cars (Technology)
Elliott Gue
Energy and Income Advisor and
Capitalist Times
Steven L. Pomeranz
On the Money
Jim Jubak
JubakPicks.com
00
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YEAR CELEBRATION
Collect Tickets from Various Exhibitors in The
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at the MoneyShow Hub, Booth #520*
*Only one (1) spin per ticket
19
Focused on Educating the Next Generation of Investors, Entrepreneurs, and Business Leaders
•
SUMMARY OF EVENTS
•
Friday, March 4 • 9:30 am – 4:15 pm
Ballroom of Americas B • Disney’s Contemporary Resort
9:30 am – 9:35 am
Kim Githler, Chair & CEO of MoneyShow
• Welcoming Remarks
9:40 am – 9:50 am
Jeremy Olshan, Editor-in-Chief, MarketWatch
• Money Makes Us
9:55 am – 10:40 am Money for Life by
Moderator: Jeremy Olshan, Editor-in-Chief
Panelists: Jillian Berman, Personal Finance Expert
Sally French, Social Media Expert
Robert Powell, Retirement Weekly Editor
10:45 am – 11:15 am
Jeremy Olshan
(Moderator)
Sally French
Robert Powell
Mark Skousen, Editor, Forecasts & Strategies, Private Equity Trader, and High-Income Alert
• What Every Student Should Know About Money, Investing, and Student Debt
Special Guest: NBA Legend Bruce Bowen
11:20 am – 11:50 am
11:50 am – 1:00 pm
Lunch Break & Visit The Exhibit Hall
1:00 pm – 1:45 pmBusting Myths About Millennial Finances by
1:50 pm – 2:20 pm
Moderator: Paul Lim, Asstistant Managing Editor
Panelists: Taylor Tepper, Millennial Staff Writer
Kerri Anne Renzulli, Millennial Staff Reporter
Paul Lim
(Moderator)
Taylor Tepper
Kerri Anne Renzulli
Mary Ryan, Events and Development, TD Ameritrade U
• TD Ameritrade U and You
2:25 pm – 3:10 pmNew Job, New Paycheck, New Problems? How Technology Can Save You from Post-Grad
Financial Meltdown by
3:15 pm – 3:30 pm
3:30 pm – 4:15 pm
Moderator: Samantha Sharf, Staff Writer, Forbes Media
Panelists: Michelle Broderick, Chief Marketing Officer, Simple
Phil DeGisi, Chief Marketing Officer, Common Bond
Cynthia Loh, Head of Betterment for Business
Closing Remarks by Jordan Berger, Executive Director, MoneyShow University
Networking in the Exhibit Hall
Participating Schools
20
Samantha Sharf
(Moderator)
Michelle
Broderick
Phil DeGisi
Cynthia Loh
EXPRESS REGISTRATION • RED-CARPET SERVICE • INVALUABLE INSIGHTS
MoneyShow memberships are designed to give investors and traders
exceptional, high-value benefits at a fraction of the cost. From financial
newsletters written by top experts in their fields, to all-access passes for
premium master classes at both Traders Expos and MoneyShows, these
memberships have something for everyone. Plus, bounce your ideas off
the speakers during members-only receptions or over refreshments in the
VIP lounge. Only with a MoneyShow membership will you have this kind of
intimate one-on-one access to these renowned market experts.
Activate Your
VIP Status Today!
Membership
Price
Total Benefits Value
Premium Newsletter Subscriptions*
Shipboard Credit for MoneyShow Cruises
Jake Bernstein’s Power Trading Tools Webinar Series
Ticket for The All-Stars of Options Trading
Access to All Premium Master Classes, Including IMS
Conference Materials Sent Priority Mail for Each Show
Every Special Report MoneyShow Produces
Exclusive Welcome Reception
VIP Lounge with Refreshments and Charging Station at Shows
Transcripts of Most Premium Master Classes After Shows
Third Night FREE Hotel Accommodations (1 Show Per Year)
Intimate, Three-Course Meal at Each Show with VIP Experts
Valet Parking at Shows (1 Show Per Year) excludes events held in New York
Diamond †
$2,495
Platinum
$995
Gold
$249
Over
$24,000
Over
$17,000
Over
$4,000
13
For 12 months
10
For 6 months
9
For 3 months
$750
$500
$250
12 months
6 months
3 months
ü
ü
ü
ü
ü
ü
ü
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ü
ü
ü
ü
ü
ü
ü
$100 Credit
per Show
$100 Credit
per Show
ü
ü
ü
† Due to the exclusive nature of the Diamond level benefits, only 25 memberships shall be issued per calendar year
* Publication subscriptions are only available to new subscribers
“(Being a) Diamond member has been extremely enjoyable and has proven to be even more
valuable to me. It has allowed me to meet other attendees and the presenters in ways not possible
before and provided the opportunity to engage in conversations with them. The dinners with the
presenters at each event were very informative and enjoyable.”
– Ricky Holloman (Diamond Member)
ACTIVATE YOUR VIP STATUS NOW...
Visit the Registration Desk or Call 800-970-4355!
THE 35th ANNIVERSARY VIP INVESTMENT MASTERS SYMPOSIUM*
VERY LIMITED ATTENDANCE
•
EXPRESS REGISTRATION
•
“THE FIRST-CLASS SECTION”
Friday, March 2 – Saturday, March 5 • Grand Republic C/D
The Investment Masters Symposium is an in-depth custom-tailored conference-within-a-conference that takes the very best features from The
MoneyShow and delivers them directly to you! No need to run between classrooms or fight the crowds because The MoneyShow’s most popular
speakers will come to you with the most compelling financial topics of the day, ensuring that you won’t miss any of their personal picks and
strategies on everything from biotech stocks to global investment opportunities, and more.
*Enjoy personalized attention from speakers and gain specific investment advice at the
Investment Masters Symposium. Tickets are $795 per person and seating is very limited.
Wednesday, March 2
Grand Republic C/D
9:30 am – 7:00 pm
The MoneyShow Attendee Registration Desk Open
10:00 am – 3:00 pm
Fidelity Sponsored Presentations
2:15 pm – 3:15 pm
The Stock Investing Series with BetterInvesting
3:30 pm – 6:15 pm
General Session Keynote Presentations
6:45 pm – 9:00 pm
35th Anniversary Celebration Dinner with Larry Kudlow (Ticket Required)
Thursday, March 3
Fantasia Lobby
Grand Republic B
Grand Republic C/D
Ballroom of Americas
Nutcracker Ballroom
Grand Republic C/D
7:00 am – 8:00 pm
The MoneyShow Attendee Registration Desk Open 8:45 am – 12:10 pm
Opening Ceremonies at The MoneyShow
12:15 pm – 1:30 pm
Grand Opening of The Exhibit Hall
Fantasia G-J
12:15 pm – 8:00 pm
Exhibit Hall Hours
Fantasia G-J
12:30 pm – 6:15 pm
Membership/Investment Masters Symposium Desk Open
1:00 pm – 6:15 pm
Andrew Busch, Editor-in-Chief, The Busch Update • Master of Ceremonies
1:00 pm – 1:10 pm
im Githler, Chair and CEO, MoneyShow
K
• Welcoming Remarks
1:15 pm – 2:00 pm
ark Mills, Founder and CEO, Digital Power Group
M
• Energy and Computing: The New (Voracious) Realities
2:05 pm – 2:50 pm
David Kotok, Chairman and CEO, Cumberland Advisors
• An Outlook for Markets and Interest Rates
Stretch Break
2:50 pm – 3:00 pm
3:00 pm – 3:45 pm
22
am Stovall, Chief Equity Strategist, S&P Capital IQ
S
• Happy Birthday, Bull? Fantasia Lobby
Ballroom of Americas
Grand Republic C/D Foyer
Grand Republic C/D
INVESTMENT MASTERS SYMPOSIUM SCHEDULE
Please Note: All Investment Masters Symposium (IMS) presentations will be in SGrand Republic C/D. Select programs at The MoneyShow that are available to IMS attendees will have the room names indicated next to each event.
Thursday, March 3 (Continued)
3:50 pm – 4:20 pm
Grand Republic C/D
Darren Marks, Zach Marks, and Sander Schwartz, Grom Social, Inc.
• Is Grom Social the Next Facebook?
Darren Marks
Zach Marks
Sander Schwartz
Visit the Exhibit Hall
4:20 pm – 4:40 pm
Fantasia GHJ
4:40 pm – 5:25 pm
ark Hulbert, Editor, The Hulbert Financial Digest
M
• The Hulbert Honor Roll of Investment Newsletters for 2016
5:30 pm – 6:15 pm
J ames Stack, President, Stack Financial Management, Inc.
• Outlook 2016: How to Survive and Profit in a Volatile Election Year
6:30 pm – 8:00 pm
Networking Reception in The Exhibit Hall 7:30 pm – 8:30 pm
Fellowship Reception
Fantasia G-J
Napa Room, 15th Floor
Friday, March 4
Grand Republic C/D
7:45 am – 5:45 pm Grand Republic C/D Foyer
8:15 am – 5:45 pm
Andrew Busch, Editor-in-Chief, The Busch Update
• Master of Ceremonies
Grand Republic C/D
8:15 am – 9:00 am
tephen Biggar, Director, Product Strategy, Argus Research Corporation
S
• Dividend Stocks: High Dividend Growth Stories for 2016
9:05 am – 9:50 am
eter Schiff, CEO, Euro Pacific Capital, Inc.
P
• Protecting Your Wealth from Washington’s Monetary Madness
Stretch Break
9:50 am – 10:00 am
10:00 am – 10:45 am
alter Updegrave, Editor, RealDealRetirement.com
W
• Building the Right Glide Path
10:50 am – 11:20 am
harles Boyd, CEO, The Costa Rica Team
C
• Learn How You Can Earn 20 to 25% Returns in Costa Rica's Emerging Real Estate Market
11:45 am – 1:15 pm
The Best Stocks to Buy in an Election Year Lunch Panel
You will have reserved seating in front for the panel featuring:
Howard Gold, Roger Conrad, Vahan Janjigian, Bret Jensen, and Louis Navellier
Howard Gold
(Moderator)
Roger Conrad
Vahan Janjigian
Bret Jensen
Ballroom of Americas B
Louis Navellier
1:30 pm – 2:15 pm
Louis Navellier, Editor, Blue Chip Growth, Quantum Growth, Global Growth, and Emerging Growth Grand Republic C/D
• What Are the 3 Major Stock Market Bubbles
2:20 pm – 3:05 pm
ark Skousen, Editor, Forecasts & Strategies, Private Equity Trader, and High-Income Alert
M
• The Anti-Financial Terrorist Portfolio: A Worry-Free Way to Make Big Money in 2016
23
INVESTMENT MASTERS SYMPOSIUM SCHEDULE
Friday, March 4 (Continued)
Grand Republic C/D
David T. Phillips, CEO, Estate Planning Specialists, Inc., and
Richard Durfee, Jr., Principal and Founder, Durfee Law Group, PLLC
• The Top 6 Estate Planning Strategies for the 2016 Election Year
3:10 pm – 3:25 pm
4:10 pm – 4:55 pm
Roger Conrad, Founder and Chief Editor, Capitalist Times
• Dividends on the Chopping Block: How Prepared Are You?
5:00 pm – 5:45 pm
Jack Ablin , CIO & Executive Vice President, BMO Private Bank
• Innovation, Technology, and the Future of Jobs
2016, the Year Ahead—Volatility Fun! By TD Ameritrade
6:15 pm – 7:45 pm
Nutcracker 2
Saturday, March 5
Grand Republic C/D
7:45 am – 11:35 am
Grand Republic C/D Foyer
8:15 am – 11:35 am
Aaron West, President, The MoneyShow • Master of Ceremonies
8:15 am – 9:00 am
E lliott Gue, Editor and Publisher, Energy and Income Advisor and Capitalist Times
• The Future of MLPs: 5 Ways to Profit
9:05 am – 9:50 am
icholas Vardy, Editor, Bull Market Alert, The Alpha Investor Letter, and The Global Guru
N
• The 7 Secrets of Successful Speculation
9:50 am – 10:00 am
Grand Republic C/D
Stretch Break
10:00 am – 10:45 am
Jim Jubak, Founder and Editor, JubakPicks.com
• Stranded Assets—The Next Big Challenge in Energy Investing
10:50 am – 11:35 am
Kelley Wright, Managing Editor, Investment Quality Trends
• Finding Value for the Long-Term
11:45 am – 1:15 pm
Income Investing in the Current Environment Lunch Panel
You will have reserved seating in front for the panel featuring:
Terry Savage, Robert Carlson, Marilyn Cohen, Mark Skousen, and Kelley Wright
Ballroom of the Americas A
Terry Savage
(Moderator)
1:30 pm – 2:15 pm
Robert Carlson
Marilyn Cohen
Mark Skousen
Kelley Wright
Presentations at The MoneyShow
2:30 pm – 3:30 pm
Eagle Publications Panel at The MoneyShow: The Top Ten Stocks You Should Buy Now with Bryan Perry, Mark Skousen, and Nicholas Vardy
24
Bryan Perry
Mark Skousen
Nicholas Vardy
Grand Republic B
2016 CALENDAR OF EVENTS
MARCH
THE MONEYSHOW ORLANDO
March 2-5, 2016 | Disney’s Contemporary Resort, Orlando, Florida
Virtual Event live on March 2-5 & 17. Available on-demand through March 23
Attend The MoneyShow Orlando’s 35-year celebration with an unmatched speaker roster and
plenty of world-class ideas and education for income and growth investors. Plus, gain keen insights
into the future of markets & politics, stocks & ETFs, and options & trading.
MONEYSHOW UNIVERSITY – ORLANDO
March 4, 2016 | Disney’s Contemporary Resort, Orlando, Florida
MoneyShow University was founded with the goal of educating young professionals on the importance
of investing, saving for retirement, and building wealth. It is the only series of conferences focused
exclusively on educating the next generation of investors, entrepreneurs, and business leaders.
THE CANNABIS INVESTING VIRTUAL EVENT
Virtual Event live access March 29. Available on-demand through April 18
Powered by The MoneyShow and PR Newswire, The Cannabis Investing Virtual Event brings together
the leading experts, companies, and analysts in the cannabis industry. This two-day specialized virtual
conference takes a deep dive into cannabis investments and our impressive lineup of experts will
educate you on this rapidly developing industry.
MAY
THE 25TH FORBES EUROPEAN CRUISE FOR INVESTORS
May 1-13, 2016 | Athens to Rome Aboard the Crystal Symphony
Spend 12 days surrounded by awe-inspiring landscapes, ancient civilizations, and rich cultural
experiences with a roster of renowned market experts who will identify profitable opportunities
that will add healthy returns to your bottom line.
THE MONEYSHOW LAS VEGAS
May 9-12, 2016 | Caesars Palace, Las Vegas, Nevada
Virtual Event live on May 9-12, 19 & 26. Available on-demand through May 29
Meet and mingle with the largest gathering of money and trading experts. We have pulled
out all the stops to insure you have access to the finest analysts, advisors, financial & political
commentators, traders, and money managers.
JULY
THE 2016 ASOLO REPERTORY THEATRE CRUISE
July 2-9, 2016 | Berlin to Amsterdam Aboard the Crystal Symphony
Join Asolo Rep’s most popular artists, directors, and like-minded theater buffs on this extraordinary
adventure through some of Europe’s most influential cities, visiting medieval castles and quaint
towns as you travel in the footsteps of history from Berlin to Amsterdam.
2016 CALENDAR OF EVENTS
JULY
THE 2016 MONEY, METALS, & MINING CRUISE
July 10-17, 2016 | Anchorage to Vancouver Aboard the Crystal Serenity
Learn and profit from top money experts as they share their wisdom, forecasts, and investment
recommendations on this unique voyage while exploring breathtaking glaciers and impressive
wildlife in America’s last frontier.
AUGUST
THE MONEYSHOW SAN FRANCISCO
August 25-27, 2016 | San Francisco Marriott Marquis, San Francisco, California
Virtual Event live on August 25-27. Available on-demand through September 14
Join us on the doorstep of Silicon Valley to hear renowned financial gurus delve deep into top
stocks from all the fastest-growing sectors, including fintech, biotech, and technology.
MONEYSHOW UNIVERSITY – SAN FRANCISCO
August 26, 2016 | San Francisco Marriott Marquis, San Francisco, California
THE GILDER TELECOSM FORUM
August 26, 2016 | San Francisco Marriott Marquis, San Francisco, California
A full day of spirited panel discussions and eye-opening presentations featuring world-renowned
technology and biotechnology visionaries and experts who will share their latest ground-breaking
research, keen insights, and unique perspectives.
SEPTEMBER
THE MONEYSHOW TORONTO
September 16-17, 2016 | Metro Toronto Convention Centre, Toronto, Ontario, Canada
Virtual Event live on September 16-17. Available on-demand through October 6
Explore the world’s best markets, sectors, & asset classes, and the specific stocks, funds, & ETFs
to profit from them as you meet and mingle with 50+ of the world’s top experts.
MONEYSHOW UNIVERSITY – TORONTO
September 16, 2016 | Metro Toronto Convention Centre, Toronto, Ontario, Canada
THE ALL-STARS OF OPTIONS TRADING
September 22-23, 2016 | Chicago Board Options Exchange, Chicago, Illinois
Virtual Event live on September 30 and October 5
Learn from top options traders at the center of the options universe, the CBOE. Get up close and
personal with top professional option traders for an in-depth learning experience and get a rare
opportunity to attend a networking cocktail reception overlooking the Exchange’s famed trading floor.
OCTOBER
THE MONEYSHOW DALLAS
October 20-21, 2016 | Hyatt Regency Dallas, Dallas, Texas
Virtual Event live on October 20-21, 27 & November 3. Available on-demand through November 9
Meet many of today’s top industry icons all in one place while they provide in-depth knowledge
about the financial markets, top-performing stocks and sectors, and specific ideas for profiting.
MONEYSHOW UNIVERSITY – DALLAS
October 21, 2016 | Hyatt Regency Dallas, Dallas, Texas
THE 2016 MARKETWATCH CRUISE
October 17-25, 2016 | Montreal to New York Aboard the Crystal Serenity
Join MarketWatch and Wall Street Journal Wine on this journey from Montreal to New England.
Enjoy the picturesque fall foliage while discussing the best market tips to help you profit, and
sample some of the finest wines from Napa Valley and around the world.
THE INAUGURAL WEDU CRUISE
October 29 – November 8, 2016 | Charleston to Ft. Lauderdale Through the Caribbean
Aboard the Crystal Serenity
This is a fabulous opportunity to discover, learn, and connect with your favorite public television
personalities aboard a fabulous ship for a magical cruise through the Caribbean.
NOVEMBER
THE TRADERS EXPO LAS VEGAS
November 16-18, 2016 | Caesars Palace, Las Vegas, Nevada
Virtual Event live on November 16-18, 29 & December 5. Available on-demand through December 6
Attend this three-day event for the most reliable analysis techniques, plus up-to-the-minute
strategies and trading ideas for every market and time frame taught by today’s foremost experts
who have one goal in mind—to teach you their best trading strategies to help you profit in the
months ahead.
THE 26TH FORBES CARIBBEAN CRUISE FOR INVESTORS
November 29 – December 6, 2016 | San Juan to New Orleans Aboard the Crystal Serenity
Become a better investor by putting a sharper edge on your money-making and capitalpreservation strategies with a roster of renowned market experts. And you can enjoy all this while
sailing through the crystalline turquoise waters, sugar-soft sands, and endless sunshine of the
Caribbean.
SPEAKER TIMES & TOPICS
JACK A. ABLIN, CIO & Executive VP, BMO Private Bank
GARYN ANGEL, Founder and CEO, MagicalButter.com
www.magicalbutter.com
www.bmo.com/privatebank/us
As head of macro strategy, Jack Ablin chairs the Asset Allocation,
Mutual Fund Re-Optimization, and Harriscreen Stock Selection
Committees and is responsible for establishing investment policy
and strategy within BMO Private Bank throughout the US. He
joined BMO Harris in 2001 and has more than 30 years of
experience in money management.
Wednesday, March 2 5:30 pm – 6:15 pm
Ballroom of the Americas
Investing in a Rising-Rate Environment: New Dangers, New Opportunities
Thursday, March 3
5:45 pm – 6:30 pm
Ballroom of the Americas B
Five Factors for Predicting the Market
Friday, March 4
1:30 pm – 2:15 pm
Nutcracker 2
Innovation, Technology, and the Future of Jobs (Part of the Investment Masters
Symposium—Ticket Required)
Friday, March 4
5:00 pm – 5:45 pm
Grand Republic C/D
MICHAEL AHERN, Vice President of Operations, Barron’s
www.barronsmag.com
Booth #100
Michael Ahern is responsible for coordinating business efforts for
Barron’s news, advertising, and circulation departments. He has
over 19 years’ experience, having previously served as director
of circulation and planning and customer service for Dow Jones
print publications at the Wall Street Journal and Barron’s.
Making the Most of Barron’s
Friday, March 4
3:30 pm – 4:15 pm
Saturday, March 5
9:00 am – 9:45 am
Nutcracker 3
Nutcracker 3
aryn Angel is an inventor, entrepreneur, award-winning financial
G
consultant, and CEO of MagicalButter.com, which manufactures
the appliance he invented for converting cannabis to an edible
form. He is also founder of the Cheers to Goodness Foundation, a
charity that helps “medical refugees” veterans and children who
need cannabis therapy when traditional treatment options
have failed.
The Green Rush Is Coming: A Look Into the Leading Private Companies
Thursday, March 3
4:45 pm – 5:30 pm
CHRISTOPHER BARRY, Vice President of Corporate Communications
www.nnnreit.com
Booth #109
hristopher Barry has held this position since May 1996 where
C
he oversees all media relations, internal and external
communications, and retail investor relations. He is a member of
the National Investor Relations Institute, the International
Association of Business Communicators, the National Association
of Real Estate Investment Trusts, and the International Council of
Shopping Centers.
REIT Dividend-Paying Companies Panel
Thursday, March 3
4:45 pm – 5:30 pm
Maintaining Safe and Growing Dividends
Friday, March 4
9:00 am – 9:45 am
Fantasia M/N
Fantasia M/N
SCOTT BASSLER, Regional Brokerage Consultant, Fidelity Investments
www.fidelity.com/activetrader
DIANE ALEXANDER, President, The MindWorks
Diane Alexander is president of The MindWorks, an international
organization dedicated to helping people learn to use more of
their brain’s potential. She translates the latest scientific
research about the brain into practical and easy-to-learn
techniques empowering individuals to use their mental hardware
and software more effectively.
Supercharge Your Brain for Maximum Profits
Friday, March 4
5:15 pm – 6:00 pm
Making the Most of Fidelity’s Fixed-Income Tools
Friday, March 4
3:30 pm – 4:15 pm
Grand Republic B
Fantasia M/N
MARK ALLEN, Regional Brokerage Consultant, Fidelity Investments
DANIEL BELLWARE, Senior Manager, Investor Relations, Aflac
Booth #401
ark Allen is the regional brokerage consultant in the mid-west
M
region for Fidelity Investments. His primary responsibility is to
educate traders about the tools and services that are provided by
Fidelity Investments. Additionally, Mr. Allen conducts local
seminars on educational topics, including fundamental and
technical trading, research and options, market mechanics, and
trading software
Platinum Sponsor Welcome
Thursday, March 3
10:35 am – 10:40 am
28
Booth #401
S cott Bassler is the regional brokerage consultant across South
Florida for Fidelity Investments. His primary responsibility is to
educate traders about the tools and services that are provided by
Fidelity Investments. Additionally, Mr. Bassler conducts local
seminars on educational topics, including fundamental and
technical trading, research and options, market mechanics, and
trading software.
www.aflac.com
Booth #206
aniel Bellware, CPA, joined Aflac in 1998, and has held various
D
roles in financial reporting and financial compliance prior to
joining investor relations in July 2013. As senior manager of
investor relations, he is responsible for overseeing retail investor
relations activities at Aflac, including educating the individual,
broker, and financial advisor investment community on Aflac’s
financial performance.
Growth Opportunities Around the World
Friday, March 4
10:45 am – 11:30 am
Aflac’s Strategy for Growth
Friday, March 4
2:30 pm – 3:15 pm
Fantasia M/N
Fantasia C/D
JORDAN BERGER, Executive Director, MoneyShow University
www.moneyshow.com
Booth #520/615
J ordan Berger is currently leading MoneyShow’s University
Program. He is responsible for the continued development and
innovation of the program, as well as business development for
MoneyShow. With almost limitless energy and enthusiasm,
Mr. Berger is able to drive new projects for the company with a
fresh fueled perspective.
Closing Remarks at MoneyShow University
Friday, March 4 3:15 pm – 3:30 pm
Ballroom of Americas B
STEPHEN BIGGAR, Director, Product Strategy, Argus Research Corporation
www.argusresearch.com
Stephen Biggar is currently director of product strategy at Argus
Research. Previously, he was the global director of equity
research for S&P Capital IQ, responsible for equity research
efforts in US, Europe, and Asia. He was also a member of
Standard & Poor’s Investment Policy Committee and Senior
Portfolio Group.
Argus Economic/Market Outlook
Thursday, March 3
3:20 pm – 4:05 pm
Fantasia M/N
Dividend Stocks: High Dividend Growth Stories for 2016 (Part of the
Investment Masters Symposium—Ticket Required)
Friday, March 4
MICHAEL BERGER, Associate Editor, MoneyShow.com
8:15 am – 9:00 am
Grand Republic C/D
420fn.com/Home/About#Kiosk/327
Michael Berger is the president and founder of Technical420, a
sell-side research firm focused specifically on the cannabis
sector. He studied finance and economics at Florida State
University and is working toward achieving his CFA charter.
State of the MLP Industry
Thursday, March 3
1:30 pm – 2:15 pm
Fantasia A/B
What Does the 2016 Presidential Election Mean for Cannabis Stocks and
Your Portfolio
Saturday, March 5
9:00 am – 9:45 am
Fantasia A/B
JILLIAN BERMAN, Personal Finance Reporter, MarketWatch
www.marketwatch.com
Jillian Berman is a MarketWatch personal finance reporter in
New York covering Millennial finances, and she specializes in
student loan debt issues.
ED BILEK, Executive Vice President US Shareholders, BBVA
www.bbva.com
With over 27 years of experience in the banking industry, Ed
Bilek holds the position of director of US shareholder relations. In
this position, he is responsible for all US retail shareholder
activities for BBVA, a global financial services company with over
$771 billion in assets and operations in 30 countries.
BBVA: Prepared for the Digital Revolution
Thursday, March 3
1:30 pm – 2:15 pm
Nutcracker 3
How to Build a Portfolio in Today’s Challenging Environment
Friday, March 4
9:00 am – 9:45 am
Fantasia E/F
Sponsor Welcome Remarks at MoneyShow University
Friday, March 4
11:20 am – 11:50 am Ballroom of the Americas B
BBVA: A Unique Value Proposition
Friday, March 4
3:30 pm – 4:15 pm
Nutcracker 1
MIKE BONHAM, Senior Vice President, Tangible Investments, Inc.
www.gocoins.com
Money for Life
Friday, March 4
9:55 am – 10:40 am
TIM J. BERRYMAN, Director of Investor Relations, Medical Properties Trust
www.medicalpropertiestrust.com
Booth #315
Tim Berryman, director since December 2013, previously,
worked eight years as an investment advisor for UBS Financial
Services and Welch Hornsby, Inc. He is a Certified Financial
Planner and received a Bachelor of Administration degree from
the University of Ottawa.
Thursday, March 3
1:30 pm – 2:15 pm
Thursday, March 3
4:45 pm – 5:30 pm
Friday, March 4
2:30 pm – 3:15 pm
Fantasia M/N
Fantasia M/N
Fantasia K/L
Booth #409
Booth #620
ike Bonham is the senior vice president of Tangible
M
Investments, Inc. For nearly 30 years, he has been helping
serious coin collectors and investors achieve their numismatic
goals. Prior to his successful career as a buyer and seller of rare
coins, Mr. Bonham acquired extensive experience in the bullion
markets trading tens of millions of dollars in gold, silver,
and platinum.
Owning Tangible Assets as an Insurance Policy
Thursday, March 3
4:00 pm – 4:30 pm
The Bull Pen
CHARLES BOYD, CEO, The Costa Rica Team
www.thecostaricateam.com
Booth #514
Charles Boyd began his Costa Rican career 20 years ago as a
liaison for private wealth groups and high-net-worth clients
seeking to do business in Costa Rica. He helped these clients
establish corporate structures, trusts, and banking solutions for,
land acquisition, import/export businesses, medical centers, and
large-scale residential & commercial development projects.
Learn How You Can Earn 20 to 25% Returns in Costa Rica’s Emerging Real
Estate Market
Friday, March 4
10:50 am – 11:20 am Grand Republic C/D
Friday, March 4
3:30 pm – 4:00 pm
The Bull Pen
29
MICHELLE BRODERICK, Chief Marketing Officer, Simple
Booth #615
ichelle Broderick joined Simple in July 2014 as the company’s
M
VP of marketing. She started her career by focusing on datadriven loyalty marketing programs at large Fortune 500
companies like Continental Airlines and Gap Inc., then moved to
startups as an early employee at Yelp and Uber where she helped
scale their marketing footprint from a few cities to a true
nation-wide presence.
MAURICIO CARRILLO, Video Content Manager, FXStreet
www.fxstreet.com
A global journalist with over 15 years of experience, Mauricio
Carrillo is the manager of the live video and online TV channel
project for FXStreet. He is the ideologist of the FXStreet Coaching
Service #BemyCoach, co-author of the Live Analysis Room show
and community #FXroom, and the creator of the Forecast Poll
sentiment tool #FXpoll.
New Job, New Paycheck, New Problems? How Technology Can Save You
from Post-Grad Financial Meltdown
Friday, March 4
2:25 pm – 3:10 pm
Ways to Be Well-Informed with FXStreet—New Projects & New Design
Saturday, March 5
10:45 am – 11:30 am Fantasia E/F
ANDREW BUSCH, Editor-in-Chief and Publisher, The Busch Update
www.fidelity.com
RICHARD CARTER, Vice President, Fixed Income, Fidelity Investments
www.andrewbusch.com
Andrew Busch regularly appears on CNBC and is a recognized
expert on the world financial markets and how these markets are
affected by political events. Previously, he was the global
currency and public policy strategist for BMO Capital Markets.
What’s Next for the US Dollar, Euro, and Currency Wars
Thursday, March 3
11:30 am – 12:15 pm Ballroom of the Americas
Investing in a Rising-Rate Environment: New Dangers, New Opportunities
Thursday, March 3
5:45 pm – 6:30 pm
ichard Carter is vice president of Fixed-Income Products and
R
Services in Fidelity’s Personal & Workplace Investing division. His
current role involves growing Fidelity’s fixed-income offering for
retail customers. This development includes both enhancing
Fidelity’s bond offering on Fidelity.com, as well as leading several
initiatives to improve the quality of the fixed-income customer
sales and service experience.
Bond Investing Beyond Yield: Views on Fixed Income as the Fed
Transitions Monetary Policy
Wednesday, March 2 10:00 am – 11:00 am Grand Republic B
DENISE CHISHOLM, Research Analyst, Fidelity Investments
www.fidelity.com
DAVID BUTTERFIELD, Director of Investor Relations, Realty Income
www.realtyincome.com
Booth #309
avid Butterfield has been with Realty Income since 1987, and is
D
considered an expert in the company’s history, strategy, and
performance. Since the company went public and begun trading
on the NYSE in 1994, he has further developed his knowledge
base, to include specialized expertise in the net lease investment
niche, as well as the broader REIT industry.
Thursday, March 3
4:45 pm – 5:30 pm
ROBERT CARLSON, Editor, Retirement Watch
www.retirementwatch.com
Booth #814
Robert Carlson is chairman of the Board of Trustees of the Fairfax
County Employees’ Retirement System, which has over $3 billion
in assets. His books include Personal Finance for Seniors for
Dummies, Invest Like a Fox… Not Like a Hedgehog, and The
New Rules of Retirement.
Overcoming the 6 Critical Threats to Lifetime Income Security
Friday, March 4
8:00 am – 8:45 am
Fantasia C/D
Creating Safe, Secure Retirement Income (Master Class—Ticket Required)
Friday, March 4
4:00 pm – 6:00 pm
Grand Republic A
Income Investing in the Current Environment Lunch Panel (Ticket Required)
Saturday, March 5
11:45 am – 1:15 pm
Winning IRA Strategies for 2016
Saturday, March 5
1:30 pm – 2:15 pm
Nutcracker 3
30
Booth #401
Denise Chisholm is a sector strategist and research analyst for
Fidelity Management & Research Company (FMRCo), the
investment advisor for Fidelity’s family of mutual funds. She is
responsible for the research of portfolio construction strategies
combining sector based mutual funds and ETFs.
Wednesday, March 2 11:15 am – 12:15 pm Grand Republic B
GREGORY CHRISTIANSEN, Managing Partner, Guardian Law
Fantasia M/N
Booth #401
Booth #610
regory Christiansen is the managing partner of Guardian Law,
G
LLC. He has a national practice with prior and current cases in
Arizona, California, Florida, Illinois, Indiana, Missouri, Nevada,
New York, North Carolina, North Dakota, Maryland, Ohio,
Oklahoma, Oregon, Texas, Utah, and Washington.
Asset Protection for Investors: 101
Friday, March 4
3:30 pm – 4:15 pm
Fantasia A/B
“I have attended 7 years of MoneyShows. Besides the
valuable seminars and talks, it gives me an overall pulse
and view that I can compare year to year. I can see that
by the people attending and their attitudes.” - ANONYMOUS
JEFF CIANCI, President, Fusion IQ
www.marvistaholdings.com
J eff Cianci is president of AIM-Site, an on-line marketplace
offering alternative investment opportunities to individual
accredited investors. He is also a partner at Fusion Investments,
which offers investment strategies and Fusion IQ, an innovative
software platform which combines fundamental and technical
inputs for stock trading signals.
Friday, March 4
10:45 am – 11:30 am Fantasia M/N
Advanced Equity Strategies
Friday, March 4
2:30 pm – 3:15 pm
Fantasia E/F
Investing in Cannabis: Finding Value in Ancillary Businesses
Friday, March 4
3:30 pm – 4:15 pm
Fantasia M/N
MICHAEL CITRON, Chief Executive Officer, Green Jane, Inc.
www.greenjane.com
Michael Citron is the chief executive officer for Green Jane, Inc.
His experience ranges from the development and sale of a
multifaceted automotive group to leading the performance chart
at Chase Manhattan. He went on to launch his own mortgage
bank; then, in 2008, pivoted in another segment of the financial
services industry.
The Green Rush Is Coming: A Look into the Leading Private Companies
Thursday, March 3
4:45 pm – 5:30 pm
SCOTT CONNOR, Instructor, TD Ameritrade
www.tdameritrade.com
Booth #99/301
S cott Connor became a member of the Chicago Board Options
Exchange (CBOE) in 1982. He traded for 16 years primarily as an
independent market maker in an index options pit (OEX), employing
advanced strategies while managing portfolio risk. In 2007, he left
the CBOE to join the team at thinkorswim as senior licensed
instructor helping TD Ameritrade clients become better traders.
Let’s Get it Started In Here: An Introduction to thinkorswim®
Thursday, March 3
1:30 pm – 2:15 pm
Nutcracker 2
Is This a Buying Technique for Stocks and ETFs? With Puts, It Just
Might Be
Friday, March 4
9:00 am – 9:45 am
Nutcracker 2
ROGER CONRAD, Founder and Chief Editor, Capitalist Times
www.energyandincomeadvisor.com
Booth #715
Roger Conrad is a recognized expert on utilities, Canadian and
Australian high-yielding stocks, master limited partnerships, and
other income and growth investments worldwide. From 1989 to
2013, he was founding and sole editor of Utility Forecaster.
Utility Stocks: Now’s the Time
Thursday, March 3
5:45 pm – 6:30 pm
Nutcracker 3
The Best Stocks to Buy in an Election Year Lunch Panel (Ticket Required)
Friday, March 4
11:45 am – 1:15 pm
Dividends on the Chopping Block: How Prepared Are You? (Part of the
ADAM COHEN, Co-Founder & Managing Partner, MJardin Management
Friday, March 4
4:10 pm – 4:55 pm
Grand Republic C/D
Adam Cohen is co-founder and managing partner of MJArdin. He
has more than 10 years of management and legal expertise with
specialization in private equity and international business. Prior
to founding Mjardin, Mr. Cohen co-founded and served as
managing director and chief operating officer of Brilla Group–an
alternative asset private equity firm focused on the luxury hotel
and resort asset class in South Florida, the Caribbean, México, and Colombia.
ANNELL DANCZYK, Senior Portfolio Manager, Stack Financial Management, Inc.
www.stackfinancialmanagement.com
www.mjardin-management.com
Friday, March 4
3:30 pm – 4:15 pm
Fantasia M/N
MARILYN COHEN, President and CEO, Envision Capital Management, Inc.
www.envisioncap.com
Marilyn Cohen is one of the country’s top bond managers. She
began her 35-year financial career as a securities analyst at
William O’Neil & Co, moved into bond brokerage at Cantor
Fitzgerald, Inc., then founded Envision Capital Management 20
years ago.
Why Not to Trust the Central Bankers
Saturday, March 5
8:00 am – 8:45 am
Fantasia C/D
Saturday, March 5
11:45 am – 1:15 pm
Believe in Bond Simplicity
Saturday, March 5
1:30 pm – 2:15 pm
Fantasia A/B
A nnell Danczyk is a senior portfolio manager with Stack Financial
Management (SFM)—recognized by Barron’s as one of the “Top
100 Independent Financial Advisors” in the US. Under the
tutelage of the firm’s president and founder, renowned market
analyst James Stack, Ms. Danczyk has over a dozen years of
experience with SFM complemented by an engineering
background. A co-leader of the portfolio management team,
Ms. Danczyk holds the Chartered Financial Analyst designation.
The Best Stocks of a Generation: Evidence from the Past, Ideas for Today!
Friday, March 4
8:00 am – 8:45 am
Grand Republic B
PHIL DEGISI, Vice President of Marketing, CommonBond
www.commonbond.co
Booth #615
Phil DeGisi is vice president of marketing at CommonBond. Prior
to joining the CommonBond team, he held ecommerce and
digital marketing roles spanning startups and large organizations,
including Quidsi (a subsidiary of Amazon), littleBits electronics,
and Walmart.com.
Friday, March 4
2:25 pm – 3:10 pm
31
JEFF DEMASO, Editor/Research Director, Adviser Investments
www.adviserinvestments.com
Booth #703
Jeff DeMaso works directly with Dan Wiener to research and
write the Independent Adviser for Vanguard Investors newsletter
and the Independent Guide to the Vanguard Funds, a reference
book profiling each of Vanguard’s mutual funds, ETFs, and
annuities with detailed statistics, analysis, and recommendations.
Vanguard Secrets: 10 Things Vanguard Won’t Tell You
Friday, March 4
1:30 pm – 2:15 pm
Fantasia A/B
ISAAC DIETRICH, CEO, MassRoots, Inc.
Richard Durfee has been practicing law since 1988, with a focus
on planning for wealthy individuals and their businesses and
providing estate and business planning services. He is the author
of the highly acclaimed book Your IRA: Asset or Ambush.
The Five Best Planning Practices for Every Estate and Asset
Protection Plan
Friday, March 4
9:00 am – 9:45 am
Fantasia C/D
The Top 6 Estate Planning Strategies for the 2016 Election Year (Part of the
Booth #707
Isaac Dietrich is the founder and CEO of MassRoots, one of the
largest social networks for cannabis consumers with 375,000
users. Having turned down admissions and scholarships to NYU’s
Stern School of Business, the University of Virginia, and UNC
Chapel Hill, Mr. Dietrich believes it does not take a college degree
to be a successful entrepreneur
Cannabis Technology: Investing in Marijuana Without Touching the
Plant Itself
Thursday, March 3
2:25 pm – 3:10 pm
Fantasia E/F
Friday, March 4
3:30 pm – 4:15 pm
Fantasia M/N
Friday, March 4
3:10 pm – 3:25 pm
www.forbes.com
John Dobosz is responsible for money and investing coverage on
Forbes.com and in Forbes magazine. Previously, he spent five
years with CNN Financial News, working with Lou Dobbs, where
he produced long-form pieces and reported on management,
entrepreneurship, and financial markets.
Nutcracker 2
DENNIS W. DOLL, Chairman, President, and CEO, Middlesex Water Company
Booth #311
www.middlesexwater.com
ennis Doll serves as chairman, president, and CEO of Middlesex
D
Water Company, a publicly-traded investor-owned water and
wastewater utility company, primarily serving in New Jersey and
Delaware. Established in 1897, Middlesex Water has paid cash
dividends in varying amounts continually since 1912 and has
increased its dividend for 43 consecutive years.
Investing in Sustainable Water Infrastructure Yields Dividends for
Shareholders and Communities
Thursday, March 3
1:30 pm – 2:15 pm
“I have been attending the MoneyShow for several
years and find it very educational and invigorating.
Management does an outstanding job of including a
very good selection of topics and speakers.
Thank you for a job well done.”
– A. TURNER
Grand Republic C/D
SCOTT DURFEY, Instructor, Investools® from TD Ameritrade Holding Corp.
www.investools.com
Booth #201
S cott Durfey has extensive business experience, having served
as a mortgage banking executive, past president, and a member
of the board of governors of his state mortgage lending
association. He has been an Investools instructor and workshop
director since 2006, and leads education events and speaks at
workshops across the country teaching investing and trading
strategies using stocks, options, futures, and forex.
Trading the Trend, Knowing When to Exit
Thursday, March 3
4:45 pm – 5:30 pm
Guaging the Strength of the Market
Friday, March 4
3:30 pm – 4:15 pm
JOHN DOBOSZ, Deputy Editor, Forbes Media
32
Booth #509
www.massroots.com
Boosting Income with Dividends and Options
Saturday, March 5
8:00 am – 8:45 am
RICHARD DURFEE, JR., Principal and Founder, Durfee Law Group, PLLC
www.durfeelawgroup.com
Nutcracker 2
Nutcracker 2
PAUL ECHAUSSE, Managing Director, Alcentra Capital Corp.
www.alcentra.com
Booth #113
P aul Echausse is managing director and head of US Middle Market Direct
Lending at Alcentra, a position he has served since 2007. He also serves
as president and CEO of Alcentra Capital Corporation (NASDAQ:ABDC) a
publicly traded business development company where he also serves on
its board of directors. He is responsible for the overall management and
direction of the US Middle Market Direct Lending group investment operations,
including transaction sourcing, deal execution, and the monitoring of our
portfolio companies.
Investing in America's Growth Companies
Thursday, March 3
2:15 pm – 2:45 pm
TROY W. ECKARD, CEO, Eckard Global, LLC
www.eckardcompanies.com
The Bull Pen
Booth #506
Troy W. Eckard is CEO of Eckard Global, LLC (EG). As the CEO of
EG, he oversees the company’s business directives,
implementation of those policies, corporate team development,
corporate policy, acquisition directives, and execution of Eckard
Global’ s investment decisions.
Acquire Oil & Gas Reserves at 70% Discounts? US Shale Minerals for Sale!
Thursday, March 3
4:45 pm – 5:30 pm
Fantasia K/L
Central American Hotel & Resort Income & Development Fund
Friday, March 4
9:00 am – 9:45 am
Fantasia A/B
CINDY FABER, Instructor, TD Ameritrade
Booth #99/301
Cindy Faber demonstrates the advanced thinkorswim trading
platform, including tools for trading without being chained to a
computer. She also reviews select trading strategies and
presents ways to use options Greeks as tools to help
manage risk.
Scan for It! Unleashing the Power of thinkorswim® Scanning
Saturday, March 5
9:00 am – 9:45 am
Nutcracker 2
JOHN FOX, Chief Investment Officer, Fenimore Asset Management
www.fanfunds.com
J ohn Fox is CIO at Fenimore Asset Management, the investment
advisor to FAM Funds, and co-manager of the FAM Value Fund.
Prior to joining Fenimore in 1996, he spent 10 years as a
financial analyst and life insurance executive. Mr. Fox holds a BS
from Fairfield University, MBA from the University of Connecticut,
Chartered Financial Consultant (ChFC®) designation from The
American College, and Chartered Financial Analyst designation.
TYLER FLYNN-CORBIN, Product Consultant, Annuities, and Investment Specialist
New York Life Insurance Company
Booth #306
T yler Flynn-Corbin is an investment product consultant with New York
Life. He joined New York Life in May of 2006 and currently oversees the
sale of investment and retirement products in the state of Florida. He has
specific expertise in retirement income planning, asset protection, and legacy
planning. Mr. Flynn-Corbin majored in economics at Penn State University and
completed an MBA in marketing at Rutgers University. He has FINRA series 6, 7,
63, and 65 licenses.
SALLY FRENCH, Social Media Editor, MarketWatch
www.marketwatch.com
Five Risks for Retirement and How to Prepare for Them
Thursday, March 3
2:25 pm – 3:10 pm
Fantasia K/L
Money for Life
Friday, March 4
STEVE FORBES, Chairman and Editor-in-Chief, Forbes Media
BRIAN L. FRICKE, CFP, Owner, President, and Trusted Advisor
www.forbes.com
Under Steve Forbes’ leadership, the company has launched a
variety of new publications and businesses, in addition to its
flagship publication, Forbes, the nation’s leading business
magazine. Its Web site, Forbes.com, averages 18 million unique
monthly visitors, and has become a leading destination site for
senior business decision-makers and investors.
The Elections and Their Impact on Stocks and the Economy
Thursday, March 3
11:00 am – 11:30 am Ballroom of the Americas
Thursday, March 3
NICK FORTUNE, CEO, HarborCity Capital
www.harborcity.com
Booth #713
Nick Fortune is an inventor and intellectual creator for many
asset protection and wealth strategy patents. He is the CEO of
FortuneDNA, a 28-year national conglomerate encompassed of
legal, tax, financial, and business consulting professionals.
The Alternative Investment That Beats the Market
Thursday, March 3
1:00 pm – 2:00 pm
The Bull Pen
How to Make Double-Digit Returns in a Single-Digit Economy
Saturday, March 5
10:45 am – 11:30 am Fantasia C/D
“This was my first time attending and it was extremely
helpful, even though I am a very knowledgeable investor.
I will certainly be attending future events.”
- M. URNESS
Booth #608
Booth #615
Sally French is MarketWatch’s social media editor, based in San
Francisco. She writes about and speaks on digital, social, mobile,
and emerging media, and is the creator of TheDroneGirl.com. For
her coverage of drones, Ms. French was named one of Fortune
magazine’s Most Influential Women in Drones.
9:55 am – 10:40 am
Financial Management Concepts
www.brianfricke.com
rian Fricke is the author of Worry Free Retirement and editor of
B
the monthly newsletter Incredible Retirement. He’s a Fee Only®
Certified Financial Planner—the kind Clark Howard
recommends—who travels the world surfing with his sons.
Mr. Fricke is a member of the Board of Trustees of the City of
Winter Springs pension fund, recognized as a top financial
planner by Orlando Business Journal, Financial Advisor
magazine, and has been quoted in The Wall Street Journal,
Orlando Business Journal, Orlando Sentinel, Fox Business,
CNBC.com, The Street.com, Wealth Manager, SmartMoney, and
Investment News.
Three Steps to an Incredible Retirement: Do What You Want, When You
Want, Where You Want!
Friday, March 4
10:45 am – 11:30 am Nutcracker 1
JOHN GAGLIARDI, Vice President, Regional Brokerage Consultant
Booth #401
John Gagliardi has been the regional brokerage consultant for
Fidelity Active Trader Services throughout the New York tri-state
area since 2004. His primary responsibility is to educate traders
about the tools and services that are provided by Fidelity
Investments. Additionally, He conducts local seminars on
educational topics, including fundamental and technical trading,
research and options, market mechanics, and trading software.
Fidelity’s Investing Advantage
Friday, March 4
11:45 am – 12:15 pm
The Bull Pen
33
JIM GERARD, Corporate VP, Long Term Care Insurance
Booth #306
Jim Gerard has 40 years’ experience with New York Life, working
on both the east and west coasts. While his career began in the
home office, he has spent the last 30 years in the field in many
varied capacities. His wealth of knowledge provides the ability to
combine products in developing comprehensive long-term care
(LTC) solutions for clients and prospects. Mr. Gerard works with
general offices to increase awareness among agents about New York Life LTC
planning solutions, including long-term care insurance, asset preserver, and
whole life with the chronic care rider.
Wealth vs. Health: Why You Must Have an Extended Health Care Plan
Friday, March 4
2:00 pm – 2:30 pm
The Bull Pen
DOUGLAS GERLACH, President, ICLUBcentral, Inc.
www.stockcentral.com
Booth #718
Doug Gerlach is president of ICLUBcentral Inc., which makes
tools for investors and investment clubs, including Toolkit 6,
StockCentral.com, MyStockProspector.com,
EquityResearchService.com, and myICLUB.com. He is also the
author of six books, including Investment Clubs for Dummies and
The Armchair Millionaire.
Small-Cap Stock Clinic
Thursday, March 3
3:20 pm – 4:05 pm
Fantasia A/B
MarketWatch Presents: Stocks and Funds for Those Worried a Bear
Friday, March 4
8:00 am – 8:45 am
Nutcracker 3
Don’t Be Bamboozled by Wall Street: Successful Stockpicking in the
21st Century
Friday, March 4
5:15 pm – 6:00 pm
Fantasia C/D
CHRIS GESSEL, Executive Editor, Investor’s Business Daily
Booth #701
Chris Gessel is executive editor and chief strategy officer of
Investor’s Business Daily. He directs the news, market, mutual
fund, company, and technology coverage that appears in IBD™ as
well as the companion Web site www.investors.com. Mr. Gessel
has been covering the market for Investor’s Business Daily
since 1996.
Using Psychological Indicators to Navigate Choppy Markets
KIM GITHLER, Chair and CEO, MoneyShow
www.moneyshow.com
Booth #520
Kim Githler is the driving force behind the financial media
company’s global success in investment and trading education.
She established the company in 1981 and piloted it to its current
position as the world’s leading producer of investment advice
shows, trading expos, multimedia Web site, and virtual events.
Welcome Remarks
Welcome Remarks (Part of the Investment Masters Symposium—Ticket Required)
Thursday, March 3
1:00 pm – 1:10 pm
Grand Republic C/D
MoneyShow University Welcome Remarks
Friday, March 4
9:30 am – 9:35 am
34
KERRY W. GIVEN, PhD, Founder and Managing Director, Parkwood Capital LLC
www.parkwoodcapitalllc.com
Kerry Given, PhD, is a co-founder of G&L Capital Management,
LLC, and manages two of its funds. He speaks frequently at
trading conferences and on behalf of several option brokerage
firms and is the author of No Hype Options Trading, published by
John Wiley & Sons, Inc.
Options Trading in a Retirement Account
Friday, March 4
5:15 pm – 6:00 pm
How Should We Trade This Market?
Saturday, March 5
9:00 am – 9:45 am
Nutcracker 2
Nutcracker 1
LARRY GOINS, Founder, The Goins Group, LLC.
www.larrygoins.com
Booth #312
L arry Goins is an author and educator, and has two books that are
available wherever books are sold; Getting Started In Real Estate
Day Trading and HUD Homes Half Off! He is a private money
lender and a non-traditional real estate investor. He has invested
in real estate in 12 different states and has been investing in real
estate and funding private mortgages for over 20 years.
Multiple Ways to Passively Earn Returns of 12-24% or More Secured by
Single Family Real Estate
10:15 am – 10:45 am The Bull Pen
Friday, March 4
HOWARD GOLD, Founder & President, GoldenEgg Investing
www.howardrgold.com; www.independentagenda.com
oward Gold is a columnist for MarketWatch and founder and
H
editor of GoldenEgg Investing®, which offers simple, low-cost,
low-risk retirement investing plans. A popular speaker at
MoneyShows, he was executive editor for MoneyShow.com and
founding editor of Barrons.com. Mr. Gold was a Knight-Bagehot
Fellow in Business and Financial Journalism at Columbia
University, where he received an MBA in finance.
How Top Advisors Are Protecting Client Portfolio Now
Thursday, March 3
8:45 am – 9:25 am
The 4 Biggest Myths and 3 Biggest Risks in Retirement
Thursday, March 3
5:45 pm – 6:30 pm
Fantasia C/D
Friday, March 4
11:45 am – 1:15 pm
ELLIOTT GUE, Editor and Publisher, Energy and Income Advisor and Capitalist Times
www.energyandincomeadvisor.com; www.capitalisttimes.com
Booth #715
Elliott Gue launched Energy & Income Advisor, a newsletter
dedicated to uncovering the most profitable opportunities in the
energy sector, from growth stocks to high-yielding utilities,
royalty trusts, and master limited partnerships. Previously, he
edited or contributed to MLP Profits, The Energy Strategist, and
Personal Finance.
Surviving a Bear Market: How to Protect Your Portfolio
Friday, March 4
5:15 pm – 6:00 pm
Nutcracker 3
The Future of MLPs: 5 Ways to Profit (Part of the Investment Masters
Saturday, March 5
8:15 am – 9:00 am
Grand Republic C/D
Why Saudi Arabia Can’t Afford Higher Oil Prices
Saturday, March 5
1:30 pm – 2:15 pm
Fantasia C/D
JON HARMS, CEO/Inventor, Maglev-Energy, Inc.
www.maglev-energy.com
J on Harms has more than 23 years of tandem and IT experience
in all areas of information technology specialized in systems,
front, middle, and back-office financial processes, along with
resource integration. At Hewlett-Packard, he performed
worldwide business development in three vertical segments and
was responsible for financial services implementations in several
Fortune 500 institutions.
MagLev Energy, Inc., Demonstrates Its Energy-Saving Technology
Usable Anywhere
Friday, March 4
9:00 am – 9:45 am
Fantasia K/L
JOHN HART, Director, Active Trader Products, TD Ameritrade
Booth #99/301
As the director of Active Trader Products at TD Ameritrade, John
Hart is responsible for the continued development and innovation
of the thinkorswim and Trade Architect trading platforms, as well
as the mobile trading applications. He gained years of
professional trading experience from the Chicago Stock
Exchange (CHX).
Going Mobile! Trade Everything, Everywhere
Thursday, March 3
2:25 pm – 3:10 pm
Why Election Year 2016 Could Be Trouble
Friday, March 4
5:15 pm – 6:00 pm
Nutcracker 1
Using Market Cycles, Seasonalities, and Recurring Patterns to Improve
Investment Returns (Master Class—Ticket Required)
Saturday, March 5
9:00 am – 11:00 am
Grand Republic A
STEVEN HOCHBERG, Chief Market Analyst, Elliott Wave International
www.elliotwave.com
Steven Hochberg is the chief market analyst for Elliott Wave
International and a close associate of Robert Prechter. He is
recognized as one of the world’s foremost experts on the Wave
Principle and its application to market forecasting.
PETER HODSON, Editor, Canadian MoneySaver
www.canadianmoneysaver.ca
PRICE HEADLEY, Founder and Chief Analyst, BigTrends.com
P rice Headley is the founder, president, and chief analyst for
Headley Investment Analysis and BigTrends.com, an online
advisory service that provides specific stock and options
strategies, as well as investment education and analysis of
significant market trends. He has appeared on CNBC, FOX News,
CNNfn, and Bloomberg, and in a variety of national financial
media, including The Wall Street Journal, Barron’s, Forbes,
Investor’s Business Daily, and USA Today.
Covered Call Options for Income Generation (Master Class—Ticket Required)
Thursday, March 3
4:30 pm – 6:30 pm
Grand Republic A
Trading Weekly Options
Friday, March 4
8:00 am – 8:45 am
Nutcracker 2
Jeffrey Hirsch is author of The Little Book of Stock Market Cycles
and Super Boom: Why the Dow Will Hit 38,820 and How You Can
Profit from It. A 25-year Wall Street veteran, he took over from
founder Yale Hirsch in 2001.
Crisis and Opportunity: An Elliott Wave Overview of the Markets
Friday, March 4
9:00 am – 9:45 am
Nutcracker 3
Nutcracker 2
www.bigtrends.com
KEVIN HINCKS, Senior Specialist, TD Ameritrade
JEFFREY HIRSCH, Editor-in-Chief, The Stock Trader’s Almanac and
Almanac Investor
www.stocktradersalmanac.com
Booth #99/301
K evin Hincks is a senior specialist in the Trader Group at TD
Ameritrade. He answers a myriad of client questions—from
equities, options, and futures to the ins and outs of TD
Ameritrade’s industry-leading trading platform, thinkorswim. He
is also co-host of Swim Lessons, the weekly thinkorswim user
show, and host of The Options Hour which can be found on the
Tiger Financial News Network.
Is This a Buying Technique for Stocks and ETFs? With Puts, It Just
Might Be
Friday, March 4
9:00 am – 9:45 am
Nutcracker 2
Booth #321
P eter Hodson, CFA, is the owner and editor of Canadian
MoneySaver magazine, an independent financial publication
offering financial advice to Canadians since 1981
(www.canadianmoneysaver.ca). He is also CEO of 5i Research
Inc., an independent research network providing conflict-free
advice to individual investors (www.5iresearch.ca). He holds the
Chartered Financial Analyst designation and has a BA in
economics from the University of Western Ontario.
30% OFF! Differences and Dividend Opportunities in the Canadian Market
Thursday, March 3
3:20 pm – 4:05 pm
Fantasia C/D
ROB HOFFMAN, President and CEO, Become A Better Trader, Inc.
www.BecomeABetterTrader.com
Kiosk #418
Rob Hoffman is a five-time international and 10-time domestic
trading champion who has won numerous live, real-money-only
trading competitions. He is also a frequent speaker for top
brokerage firms and financial exchanges, skilled educator, and
passionate mentor to proprietary traders, portfolio managers, and
hedge fund managers.
Live Trading Challenge with Brian Rehler
Thursday, March 3
1:30 pm – 3:00 pm
Grand Republic B
Award-Winning Strategies for Active Day and Swing Traders
Friday, March 4
35
MATT HORNE, Sector Investment Strategist, Fidelity Investments
Booth #401
att Horne is a sector investment strategist at Fidelity SelectCo, a
M
division within Fidelity’s Asset Management organization that is
focused exclusively on expanding the company’s heritage of sector
investing to help meet the evolving needs of investors and advisors
for innovative sector-specific tools, resources, and products,
including mutual funds and exchange traded funds (ETFs).
MARK HULBERT, Editor, The Hulbert Financial Digest
www.marketwatch.com
Mark Hulbert has been tracking advisers’ model portfolios since
1980 and now has more than three decades of research into the
performance of investment advisers. He is also a senior
columnist for MarketWatch and a regular columnist for
Barrons.com.
Are Investment Advisers Too Bullish?
Thursday, March 3
3:20 pm – 4:05 pm
Fantasia K/L
The Hulbert Honor Roll of Investment Newsletters for 2016 (Part of the
ALEXANDRE EUSTAQUIO S HORTA, IR Analyst and Corporate Governance
Thursday, March 3
4:40 pm – 5:25 pm
Grand Republic C/D
Friday, March 4
8:00 am – 8:45 am
Nutcracker 3
Manager, CEMIG
www.cemig.com
Booth #214
Alexandre Horta has been working at CEMIG for 16 years and in
the Investor Relations area for the past five years. He is a
member of the Audit Board at LABTEST, a Board Member at CLIC
(Investment Fund of CEMIG’s employees), and member of the
Commission of State Enterprises at IBGC (Corporate Governance
Brazilian Institute).
Friday, March 4
10:45 am – 11:30 am
SCOTT HUMPHREY, Treasurer and Director of Finance, Ciner Resources LP
www.cinerresources.com
Booth #107
Scott Humphrey is the treasurer and director of finance for Ciner
Resources. He joined the predecessor company, OCI Resources,
prior the IPO in 2013. Post-acquisition, Mr. Humphrey manages
the treasury, FP&A, and Investor Relations functions for
Ciner Resources.
Fantasia M/N
JONATHAN HOWARD, Vice President of Education, Investor’s Business Daily
www.investors.com
Booth #701
Jonathan Howard joined IBD in 1997 and has been instrumental
in the development of the “How to Make Money in Stocks”
workshop series, the CAN SLIM® Masters Program, and the IBD
Home Study Program courses.
A Leading Producer of Natural Soda Ash
Thursday, March 3
3:00 pm – 3:30 pm
BRETT T. IMMEL, Senior Partner, Chicago, Growth Equity Group
www.growthequitygroup.com
WILL HOWARD, Principal, Joe Gandolfo, PhD & Associates
Kiosk #420
Will Howard, a principal with Joe Gandolfo, PhD & Associates,
has 25 years of tax consulting experience and a Master’s degree
in tax. Joe Gandolfo, PhD & Associates and Will Howard have
conducted tax-planning seminars at the New Orleans Investment
Conference, Investment University, The Oxford Club, The
MoneyShow, and numerous national and state associations.
Learn How a Self-Directed IRA Is Used to Purchase Alternative Assets
Thursday, March 3
1:30 pm – 2:15 pm
Nutcracker 1
Using a Self-Directed IRA to Double Your Investing Dollars
Friday, March 4
10:45 am – 11:30 am Fantasia A/B
CRAIG ISRAELSEN, Developer, 7Twelve Portfolio
www.7TwelvePortfolio.com
36
Kiosk #809
r. Israelsen is the developer of the 7Twelve Portfolio
D
(www.7TwelvePortfolio.com) and the author of three books. His
most recent book is titled 7Twelve: A Diversified Investment
Portfolio with a Plan (John Wiley & Sons, 2010). He taught at
Brigham Young University for 9 years and at the University of
Missouri-Columbia for 14 years. He now teaches as an
executive-in-residence at Utah Valley University in the Personal
Financial Planning Program.
Failure to Disclose: What Your Attorney and Accountant Won’t Tell You
About Cutting Your Taxes and Protecting Your Wealth
Thursday, March 3
1:30 pm – 2:15 pm
Fantasia E/F
Friday, March 4
10:45 am – 11:30 am Fantasia E/F
Friday, March 4
3:30 pm – 4:15 pm
Fantasia E/F
“I absolutely loved the experience that I received at
MoneyShow. The exposure to experienced investors
and the advice I received as a student interested in
beginning to trade securities was extremely valuable.”
– D. SPRAGUE (MSU)
Booth #702
Brett Immel has more than 12 years of experience and has
completed over $100 million in real estate transactions. He is
responsible for driving Growth Equity Group’s property acquisition
strategy and execution, securing non-recourse financing on all
the property assets, and on-site visits to ensure for a suitable
real estate investment.
Leaderboard: IBD’s List of Leading Growth Stocks
Saturday, March 5
10:45 am – 11:30 am Grand Republic B
www.joegphd.com
The Bull Pen
The Mathematics of Retirement Portfolios
Thursday, March 3
4:45 pm – 5:15 pm
The Bull Pen
BARBARA JAMES, Instructor, Investor’s Business Daily
www.investors.com
Booth #701
JIM JUBAK, Founder and Editor, JubakPicks.com
www.jubakpicks.com
Barbara James is an instructor with Investor’s Business Daily.
She first lost her husband, then her job, but because of the
tremendous success she had with CAN SLIM® investing, was
able to remain financially stable.
Learn an Actionable IBD® Routine That Will Help You Consistently Make
Money in the Stock Market
Thursday, March 3
4:45 pm – 5:30 pm
Grand Republic B
Jim Jubak started writing about the financial markets in 1984 at
Venture magazine. Mr. Jubak’s latest book, Juggling with
Knnives: Smart Investing in the Coming Age of Volatility was
published in January 2016. In May of 1997, he joined MSN
Money as senior markets editor and started Jubak’s Journal and
Jubak’s Picks portfolio.
Investing in Volatility
Friday, March 4
1:30 pm – 2:15 pm
Grand Republic B
Stranded Assets—The Next Big Challenge in Energy Investing (Part of the
VAHAN JANJIGIAN, Editor, Bottom Line’s Money Masters Stock Report
www.greenwichwealth.com; www.specialsituationsurvey.com;
www.janjig.com
Booth #219
Vahan Janjigian was identified by Hulbert Interactive as the #1
stock picker during the ten years ended December 31, 2012. He
also serves as CIO of Greenwich Wealth Management LLC, an
SEC-Registered investment adviser, with over $1.4 billion
under management.
Investing in a Rising Rate Environment: New Dangers, New Opportunities
Thursday, March 3
5:45 pm – 6:30 pm
Four Hot Stocks to Avoid...and Four Strong Buys...from a #1 Stock Picker
Friday, March 4
8:00 am – 8:45 am
Fantasia K/L
Friday, March 4
11:45 am – 1:15 pm
BRET JENSEN, Editor, Small Cap Gems, Blue Chip Gems, and Biotech Gems
www.investorsalley.com
Bret Jensen is the lead analyst for small-cap and large-cap
stocks at Investors Alley. He was recently ranked in the top 1% of
contributors with Seeking Alpha and is also regular contributor to
TheStreet.com’s Real Money and TalkMarkets.
Tenets of Successful Biotech Investing
Thursday, March 3
3:20 pm – 4:05 pm
Nutcracker 3
Finding Safety, Value, and Yield in a Tumultuous Market
Thursday, March 3
5:45 pm – 6:30 pm
Fantasia M/N
Friday, March 4
11:45 am – 1:15 pm
BRUCE JOHNSTONE, Managing Director and Senior Marketing Investment
Strategist, Fidelity Investments
www.fidelity.com
Booth #401
Between degrees from Harvard College and Harvard Business
School, Bruce Johnstone served two years in the US Navy as an
officer on a destroyer, and joined Fidelity Investments in 1966.
From 1972-1990, he managed the Fidelity Equity-Income Fund.
During that period, the fund achieved a return of over 1100%,
nearly twice that of the S&P 500.
The Economy and the Markets: Sluggish Optimism
Thursday, March 3
Saturday, March 5
10:00 am – 10:45 am
The Next Profit Frontier in Technology—Cars
Saturday, March 5
1:30 pm – 2:15 pm
Grand Republic C/D
Grand Republic B
HOWARD KALOOGIAN, National Planned Giving Associate
Hillsdale College
www.hillsdale.edu
Booth #513
Howard Kaloogian practiced law in San Diego, specializing in
estate planning, taxation, probate, and trusts. From 1994 to
2000, he served in the California State Assembly and was also
an adjunct professor of law at Thomas Jefferson School of Law.
How to Receive a Guaranteed Income Stream, Reduce Taxes, and
Defend Liberty
Friday, March 4
10:45 am – 11:30 am Fantasia C/D
STEFANIE KAMMERMAN, Founder, The Stock Whisperer Trading Company
www.thestockwhisperer.com
Kiosk #204
Stefanie Kammerman has trained thousands students worldwide
over the past 23 years. She runs an online educational trading
room called “The Java Pit” on www.thestockwhisperer.com,
where she shares her screen all day long with you pointing out
what, and most importantly where, the smart money is trading.
How to Find High-Probability Trades (Master Class—Ticket Required)
Thursday, March 3
1:30 pm – 3:30 pm
Grand Republic A
To Swing or Not to Swing?
Friday, March 4
1:15 pm – 1:45 pm
The Bull Pen
Learn the Secrets of Old-Fashioned Trading to Profit Consistently in a
High-Tech World
Saturday, March 5
1:30 pm – 2:15 pm
Nutcracker 1
JOE KINAHAN, Chief Market Strategist, TD Ameritrade
Booth #99/301
Joe Kinahan (JJ) began his career as a CBOE market maker. In
2006, he joined the thinkorswim Group, which was acquired by
TD Ameritrade. He is a member of the Board of Directors at NYSE
ARCA and the Arbitration Committee at CBOE.
Platinum Welcoming Remarks
Thursday, March 3
9:25 am – 9:30 am
2016, the Year Ahead—Volatility Fun!
Friday, March 4
6:15 pm – 7:45 pm
Nutcracker 2
37
HEATHER KNIGHT, Regional Brokerage Consultant, Fidelity Investments
Booth #401
eather Knight is the regional brokerage consultant for the
H
southeast region for Fidelity Investments. Her primary
responsibility is to educate traders and active investors about the
tools and services that are provided by Fidelity Investments.
Additionally, Ms. Knight conducts educational seminars on topics
such as research and options, market mechanics, fundamental
and technical trading, and using Fidelity’s trading software.
New to ETF’s? 5 Must-Ask Questions to Get Started
Thursday, March 3
2:25 pm – 3:10 pm
Nutcracker 3
DAVID R. KOTOK, Chairman and CEO, Cumberland Advisors
www.cumber.com
David Kotok co-founded Cumberland Advisors in 1973 and has
been its chief investment officer since inception. He is a frequent
contributor to Bloomberg TV and Bloomberg Radio, Fox Business,
and other media. Mr. Kotok’s articles and financial market
commentaries have appeared in The New York Times, The Wall
Street Journal, Barron’s, and other publications.
Thursday, March 3
8:45 am – 9:25 am
An Outlook for Markets and Interest Rates (Part of the Investment Masters
MARK LEIBOVIT, Chief Market Strategist, VRTrader.com
www.vrtrader.com
Booth #811
Mark Leibovit is the developer of the Leibovit Volume Reversal
and the chief market strategist for the VRtrader.com which
publishes the VRtrader Platinum newsletter, the VRtrader Silver
newsletter, the VR Vice Letter, the VR Gold Letter, and the VR
Forecaster (Annual Forecast Model Report). His book The Traders
Book of Volume was published by McGraw-Hill in 2011.
Leibovit Volume Reversal
Friday, March 4
5:15 pm – 6:00 pm
Saturday, March 5
9:00 am – 9:45 am
Fantasia E/F
Fantasia E/F
KEITH LERNER, CFA, CMT, Chief Market Strategist
SunTrust Private Wealth Management
www.suntrust.com
K eith Lerner, CFA, CMT, is the chief market strategist for SunTrust
Private Wealth Management. His team is responsible for
establishing SunTrust’s investment outlook as well as the
development of asset allocation strategies that drive the
management of approximately $40 billion of private and
institutional client relationships. He is also the manager of
SunTrust’s Global ETF portfolio and is the author of the SunTrust
Market Perspective newsletter.
2016 Market Outlook: The Tug-of-War Persists
Thursday, March 3
2:05 pm – 2:50 pm
Grand Republic C/D
PAUL LIM, Asst. Managing Editor, Money Magazine
www.money.com
LAWRENCE KUDLOW, CEO, Kudlow & Company, LLC
www.kudlow.com
L awrence Kudlow is CNBC’s senior contributor. He was
previously host of CNBC’s primetime The Kudlow Report. He is
also the host of The Larry Kudlow Show, which broadcasts each
Saturday from 10 am – 1 pm on WABC Radio and is syndicated
nationally by Cumulus Media. Mr. Kudlow is a nationally
syndicated columnist. He is a contributing editor of National
Review magazine, as well as a columnist and economics editor
for National Review Online.
MoneyShow’s 35th Anniversary Celebration Dinner Featuring Larry Kudlow
(Ticket Required)
Nutcracker Ballroom
Thursday, March 3
BRIAN LAZORISHAK, Senior Portfolio Manager, Stack Financial Management, Inc.
rian Lazorishak is a senior portfolio manager with Stack
B
Financial Management (SFM), a firm recognized by Barron’s as
one of the “Top 100 Independent Financial Advisors” in the US.
He focuses on portfolio composition and sector analysis as well
as securities research and selection.
Friday, March 4
8:00 am – 8:45 am
Grand Republic B
38
Paul J. Lim has been a reporter at Money, chief financial
correspondent for U.S. News & World Report, and personal
finance columnist for the Los Angeles Times. He is author of
Money Mistakes You Can’t Afford to Make, Investing Demystified,
and Financial Planning Demystified.
Busting Myths About Millennial Finances
Friday, March 4
1:00 pm – 1:45 pm
JIM LOWELL, Partner and Chief Investment Strategist, Adviser Investments
www.fidelityinvestor.com; www.adviserinvestments.com
James Lowell is the president of FundWorks, Inc., a leading
independent research firm covering mutual funds, exchange
traded funds, sector, currency, leveraged product, and income
investing strategies for individual investors and investment
professionals. He is also the chief investment officer for
Adviser Investments.
Top 10 Fidelity Funds for 2016
Thursday, March 3
3:20 pm – 4:05 pm
Grand Republic B
Top 10 Fidelity Sector Funds & Fidelity ETFs for 2016
Thursday, March 3
4:45 pm – 5:30 pm
Nutcracker 1
Friday, March 4
8:00 am – 8:45 am
Nutcracker 3
SHAWN LUCAS, Founder and Fund Manager, Apiary Investment Fund
www.apiaryfund.com
Booth #202
Shawn Lucas is the founder and fund manager at Apiary Fund.
An expert in the field of technical and economic analysis of the
financial markets, he has established his reputation as a thought
leader and guest speaker for several financial organizations
including Reuters and TD Ameritrade.
Investor Profile: What Kind of Investor Are You?
Friday, March 4
2:45 pm – 3:15 pm
The Bull Pen
DARREN MARKS, Chairman and CEO, Grom Social, Inc.
www.gromsocial.com
WILLIAM McCARTAN, Director of Sales, Fenimore Asset Management
www.fenimoreasset.com
Booth #608
Bill McCartan is the director of sales and partner for Fenimore
Asset Management/FAM Funds. He has over 30 years of financial
service experience. Mr. McCartan earned a BA at Lafayette
College and a Master's at Rockefeller College of Public Affairs
and Policy-State University of New York at Albany.
How to Get on Course and Stay on Course: What Are We Up Against?
Thursday, March 3
4:45 pm – 5:30 pm
Fantasia E/F
Booth #515
Darren Marks has more than 20 years of executive management
experience. In 1991, he co-founded and served as vice president
of Sims Communications, Inc., a publicly traded NASDAQ
telecommunications company. Mr. Marks is also a director of
DNA Brands, Inc.
MIKE McCRARY, Regional Brokerage Consultant, Fidelity Investment
www.fidelity.com
Booth #401
Michael McCrary is a regional brokerage consultant with the
primary responsibility of supporting Fidelity Financial Consultants
and their self-directed clients throughout the Southeast. He helps
clients better understand a variety of investing strategies and
how to better leverage Fidelity’s trading and research tools to
help them become a more successful investor.
Is Grom Social the Next Facebook? (Part of the Investment Masters Symposium—
Ticket Required)
Thursday, March 3
3:50 pm – 4:20 pm
Grand Republic C/D
ZACH MARKS, Founder, Grom Social, Inc.
www.gromsocial.com
Booth #515
Zach Marks, along with his brothers, sister, and friends of the
family, have developed this safe, educational, fun, and highly
interactive digital social platform for kids between the ages of
five and 16. By the time he was 10 years old, he developed a
strong interest in computers, technology, and business.
Ticket Required)
Thursday, March 3
3:50 pm – 4:20 pm
Grand Republic C/D
MATT D. McCALL, Founder and President, Penn Financial Group
www.pennfinancialgroup.com
Four Best Tools for Identifying Investment Opportunities
Friday, March 4
9:00 am – 9:45 am
Grand Republic B
LAWRENCE McMILLAN, Founder and President, McMillan Analysis Corporation
www.optionstrategist.com
L awrence McMillan speaks on option strategies at many
seminars and colloquia in the US, Canada, and Europe. Prior to
founding his own firm, he was a proprietary trader at two major
brokerage firms—primarily Thomson McKinnon Securities,
where he ran the equity arbitrage department for nine years.
Mr. McMillan is perhaps best known as the author of Options as
a Strategic Investment, the bestselling work on stock and index
options strategies, which has sold over 200,000 copies.
The Current Status of Option-Oriented Indicators
Thursday, March 3
3:20 pm – 4:05 pm
Nutcracker 2
Booth #803
Matt McCall appears daily as a panelist on Fox Business
Network’s Making Money with Charles Payne. He is author of The
Swing Trader’s Bible and The Next Great Bull Market. He is a
contributing writer for Benzinga.com and managing editor of
MarkETForce and FUTR Stocks.
Should You Run with the Bulls or Hibernate with the Bears?
Thursday, March 3
9:30 am – 10:00 am
Thursday, March 3
4:45 pm – 5:30 pm
7 Stocks Flying Under the Radar for 2016
Friday, March 4
8:00 am – 8:45 am
Fantasia M/N
Q&A with Matt McCall
Saturday, March 5
Top Investments for 2016
Saturday, March 5
1:30 pm – 2:15 pm
Nutcracker 2
JOHN McNAMARA, Director of IR, StoneMor Partnersm, L.P.
www.stonemor.com
Booth #414
John McNamara joined StoneMor as director of investor relations in 2012 with
more than 25 years of experience in the capital markets, 15 of which were
spent in various investor relations roles. He served as StoneMor’s outside
investor relations consultant for four years before joining the company full time.
StoneMor Partners L.P.: The Other MLP
Thursday, March 3
2:25 pm – 3:10 pm
Fantasia A/B
“I have attended more than 20 shows over the years
and at this point, I attend for the purpose of identifying
possible future investments. Over the many years, I
have gained a considerable amount of knowledge from
attending the shows, which has been extremely helpful
making sound investment decisions.” – M. MISHKIN
39
MICHAEL McNELIS, Options Strategist, Key2Options
www.key2options.com
Booth #607
Michael McNelis is an option strategist with Key2Options. He
began his career working for J.W. Investment Bankers. He has
been trading financial markets for over 20 years and has
managed portfolios including equities, options, and futures
contacts. He has extensive use of options for income through
covered call writing, hedging, and for capital appreciation.
Enhancing Stock and Option Returns Using Key2Options Proprietary
State Modeling
Friday, March 4
2:30 pm – 3:15 pm
Nutcracker 1
PETER MILLER, Statistics Director, Barron’s
www.barrons.com
Booth #100
Peter Miller coordinates the production and quality assurance of
the statistics for the magazine. He has 33 years of experience
with Dow Jones & Company, 19 of which were spent with the
Wall Street Journal, working on its statistical pages.
Predicting Market Trends with Barron’s
Thursday, March 3
4:45 pm – 5:30 pm
Friday, March 4
8:00 am – 8:45 am
Nutcracker 3
Fantasia A/B
MARK MILLS, Founder and CEO, Digital Power Group
www.digitalpowergroup.com
Mark Mills is a senior fellow of the Manhattan Institute. He writes
the Energy Intelligence column for Forbes and is co-author with
Peter Huber of the book, The Bottomless Well, which rose to #1
in Amazon science.
Thursday, March 3
Energy and Computing: The New (Voracious) Realities (Part of the Investment
Masters Symposium—Ticket Required)
Thursday, March 3
1:15 pm – 2:00 pm
Grand Republic C/D
STEPHEN MOORE, Distinguished Visiting Fellow, The Heritage Foundation
HARRISON NAPPER, Product Manager of Trade Architect, TD Ameritrade
Booth #99/301
Harrison Napper has been with TD Ameritrade for eight years. He
currently works in the Trader Group with several talented
technology and design teams to produce TD Ameritrade’s Trade
Architect platform, which makes useful trading technology
usable on the Web. Before joining the Trader Group, he worked
on TD Ameritrade’s API and active trader products.
Trade Finder with Trade Architect
Friday, March 4
2:30 pm – 3:15 pm
Nutcracker 2
LOUIS NAVELLIER, Editor, Blue Chip Growth, Quantum Growth, Global Growth,
and Emerging Growth
www.navelliergrowth.com
Louis Navellier is one of Wall Street’s renowned growth investors.
He is the editor of four investing newsletters and founder and
chairman of Navellier & Associates, Inc. He uses a combination of
quantitative and fundamental analysis to identify marketbeating stocks.
Thursday, March 3
8:45 am – 9:25 am
High Yields in Both Stocks and Bonds?
Thursday, March 3
5:45 pm – 6:30 pm
Grand Republic B
Friday, March 4
11:45 am – 1:15 pm
What Are the 3 Major Stock Market Bubbles (Part of the Investment Masters
Friday, March 4
1:30 pm – 2:15 pm
Grand Republic C/D
DANIEL OGDEN, Corporate VP, Life Insurance, New York Life Insurance Company
Booth #306
www.newyorklife.com
Daniel Ogden is corporate vice president, life sales officer with
New York Life. He is a resource to all of the NYL regions in the
south central zone and provides training and resources on life
insurance sales to these regions and the agents. Mr. Ogden
works out of our Alpharetta, GA office.
Tax-Diversifying Your Retirement Income with Life Insurance
Friday, March 4
10:45 am – 11:30 am Fantasia K/L
www.heritage.org
S tephen Moore, who formerly wrote on the economy and public
policy for The Wall Street Journal, is the Distinguished Visiting
Fellow, Project for Economic Growth, at The Heritage Foundation.
He was also a member of The Journal’s editorial board, returned
to Heritage in January 2014—about 25 years after his tenure as
the leading conservative think tank’s Grover M. Hermann Fellow
in Budgetary Affairs from 1984 to 1987.
Thursday, March 3
“As a college student, I thought it was extremely
beneficial to listen to the knowledge of extremely
experienced investors and business owners.”
– L. ORLOFF (MSU)
40
JEREMY OLSHAN, Editor-in-Chief, MarketWatch
www.marketwatch.com
MarketWatch’s editor-in-chief is Jeremy Olshan, a grad of the
Columbia University Graduate School of Journalism, and a
veteran of the New York Post and Smart Money. He won a New
York Press Club Award for his stories on the effort to curse the
new Yankee Stadium.
What Investors Can Learn from How They Read the News
Money Makes Us
Friday, March 4
9:40 am – 9:50 am
Money for Life
Friday, March 4
9:55 am – 10:40 am
J.C. PARETS, Founder, All Star Charts
www.allstarcharts.com
DAVID T. PHILLIPS, CEO, Estate Planning Specialists, Inc.
www.epmez.com
J .C. Parets is portfolio manager at Eagle Bay Capital, managing
money for hedge funds, high-net-worth individuals, and
corporations. He focuses on all areas of asset allocation and his
approach emphasizes market timing, sector rotation strategies,
stock selection, and most importantly, risk management.
Mr. Parets is well known from his technical analysis blog
www.Allstarcharts.com.
Investing in 2016 Using Intermarket Technical Analysis
Friday, March 4
5:15 pm – 6:00 pm
Fantasia A/B
MICHAEL PATMAN, CEO, PetroSouth Energy
Booth #318
ichael Patman is the CEO of PetroSouth Energy, a subsidiary of
M
TSF Energy, SA. He has over 35 years of experience in all phases
of oil and gas exploration and development. His strengths include
identifying and acquiring undervalued oil and gas property and
developing properties by utilizing long term industry contacts,
evaluation resources and geoscientist. Mr. Patman is a goaloriented team player and good communicator.
Oil & Gas Investment Opportunities in Colombia
Friday, March 4
2:30 pm – 3:15 pm
Fantasia A/B
RALPH PERRINI, Vice President, Investor’s Business Daily
www.investors.com
Booth #701
alph Perrini is a national speaker and education expert for
R
Investor’s Business Daily (IBD) and Investors.com. He presents
IBD investing workshops and seminars nationwide to both
individual and professional investors. Mr. Perrini educates
audiences on utilizing an investing action plan for IBD’s
proprietary research tools to shorten and refine the
search process.
Lifecycle of Leading Stocks
Friday, March 4
2:30 pm – 3:15 pm
Grand Republic B
BRYAN PERRY, Editor, Cash Machine, Premium Income, and
www.bryanperryinvesting.com
Booth #801
Bryan Perry has brought his expertise on high-yielding
investments to his Cash Machine subscribers. Previously, he
spent more than 20 years working as a financial adviser for
major Wall Street firms, including Bear Stearns, Paine Webber,
and Lehman Brothers.
Managing a Monthly Covered-Call Portfolio Like a Pro
Thursday, March 3
3:20 pm – 4:05 pm
Nutcracker 1
Conforming Income Portfolios to the Current Investing Landscape (Master
Class—Ticket Required)
Friday, March 4
9:00 am – 11:00 am
Where to Invest for Income When Rates Rise
Saturday, March 5
8:00 am – 8:45 am
The Top Ten Stocks You Should Buy Now
Saturday, March 5
2:30 pm – 3:30 pm
Grand Republic A
Nutcracker 1
Grand Republic B
Booth #509
David Phillips and his companies have assisted thousands of
Americans for 40 years disinheriting the IRS through properly
planning their estates. His services have been recommended by
many highly respected investment advisors and financial editors
including: Dr. Mark Skousen, Suze Orman, and Andrew Tobias.
The Ten Most Common Estate Planning Mistakes and How to Avoid Them
Thursday, March 3 2:25 pm – 3:10 pm
Fantasia C/D
The IRA Required Minimum Distribution Leverage Strategy: How to
Maximize Your IRA, Minimize Your Taxes, and Create a Tax-Free Multi–
Generation Financial Legacy
Thursday, March 3
4:45 pm – 5:30 pm Fantasia C/D
The Top 6 Estate Planning Strategies for the 2016 Election Year (Part of the
Friday, March 4
3:10 pm – 3:25 pm
Grand Republic C/D
STEVEN L. POMERANZ, Host, On the Money
www.onthemoneyradio.org
Steve Pomeranz, a fee-only Certified Financial Planner, has been
serving clients since 1981. Widely known through his radio show
On The Money which airs on NPR affiliates nationwide, Steve’s
show features insights and interviews with guests from all
corners of the investment world.
How to Invest Like Warren Buffett
Saturday, March 5
1:30 pm – 2:15 pm
Fantasia E/F
ROBERT POWELL, Editor, MarketWatch’s Retirement Weekly
www.marketwatch.com
Robert Powell is a nationally recognized expert on personal
finance, investing and retirement planning. He writes for many
publications, is a university teacher and the editor of Retirement
Weekly from MarketWatch. He also has triplet sons in college,
and therefore knows a lot about Millennial money or the
lack thereof.
The Retirement You Want and Deserve
Thursday, March 3
5:45 pm – 6:30 pm
Money for Life
Friday, March 4
9:55 am – 10:40 am
Fantasia K/L
FAUSTO PUGLIESE, Founder and President, CyberTrading University
www.cybertradinguniversity.com F austo Pugliese is one of the original SOES bandits of the early
90s and was also one of the first independent traders to take
advantage of the direct access trading technology boom that
started in 1987. He continues to trade his portfolio in addition to
providing training and education to his students, and fueling the
ongoing process of improving the quality and scope of
CyberTrading University.
How to Trade Like a Nasdaq Market Maker
Thursday, March 3
12:15 pm – 12:45 pm
Thursday, March 3
5:45 pm – 6:30 pm
The Bull Pen
Nutcracker 2
41
TOM QUIGLEY, Founder and CEO, The Gluu
www.infinitemessages.com
Kiosk #612
T om Quigley is founder and CEO of The Gluu, the simple
wholesale ordering and distribution platform for smoke, vape,
and wellness accessory products. Previously, he successfully
built a goods-for-resale company, which distributed products to
more than 40,000 retail stores nationwide.
Thursday, March 3
4:45 pm – 5:30 pm
The Best Test to Invest: Experience
Friday, March 4
Friday, March 4
3:30 pm – 4:15 pm
Fantasia M/N
ANDREW RAKOWSKI, Regional Brokerage Consultant, Fidelity Investments
Booth #401
Andrew Rakowski is the regional brokerage consultant across
Connecticut and Northern New Jersey for Fidelity Investments,
which he joined in 2007. His primary responsibility is to educate
traders about tools and services that are provided by Fidelity
Investments. Additionally, he conducts local seminars on
educational topics, including fundamental and technical trading,
research and options, market mechanics, and trading software.
Grand Republic B
How to Draw Income in a Volatile Market
Saturday, March 5
9:00 am – 9:45 am
Grand Republic B
HARMEL RAYAT, Author, Winning with Commercial Real Estate
www.taliajevan.com
Booth #618
armel Rayat is a prolific investor, entrepreneur, and business
H
owner based in Vancouver, Canada. He is the author of the new
book, Winning with Commercial Real Estate, and president and
CEO of Talia Jevan Properties, Inc., a privately held commercial
real estate investment firm specializing in the acquisition and
long-term ownership of Class-A commercial real estate assets
throughout North America.
Thursday, March 3
4:45 pm – 5:30 pm
The Best Way to Invest in Real Estate
Friday, March 4
4:15 pm – 4:45 pm
Saturday, March 5
10:45 am – 11:30 am
KERRI ANNE RENZULLI, Staff Reporter, Money Magazine
www.money.com
K erri Anne Renzulli, a Millennial, is a staff reporter at MONEY,
where she covers family finance, estate planning, taxes, and
workplace issues. Before joining MONEY, she wrote for several
Florida publications including The Orlando Sentinel and The
Orlando Business Journal. Ms. Renzulli is a graduate of Columbia
University, where she earned her Master’s degree in journalism
in 2013, and the University of Central Florida, where she earned
her Bachelor’s degree in English Literature in 2012
Friday, March 4
1:00 pm – 1:45 pm
RAYMOND A RONDEAU, President, New England Chapter
American Association of Individual Investors
Raymond Rondeau has been a full-time trader for the last 14
years and has lectured across the country on technical analysis
and various hedge fund strategies. He can be heard regularly on
the UR Business Network with his investment radio show
Market Mavens.
Strategies, Techniques, and Executions for Investing in Today’s Markets
Friday, March 4
1:30 pm – 2:15 pm
Fantasia M/N
BRETT ROPER, Co-Founder, Medicine Man Technologies
www.medicinemantechnologies.com
Booth #806
Brett Roper has an extensive background in business
development, having successfully ‘shepherded’ several Form 10
and S1 filings as well as NASDAQ uplisting efforts, most recently
co-founding Medicine Man Technologies, a unique cannabis
business consultant and advisory service provider.
The Green Rush Is Coming: A Look into the Leading Private Companies
Thursday, March 3
4:45 pm – 5:30 pm
What to Consider as You Determine What Cannabis Business Is Best for
You and Your Investment Dollars
Friday, March 4
2:30 pm – 3:15 pm
Fantasia M/N
Friday, March 4
3:30 pm – 4:15 pm
Fantasia M/N
Fantasia M/N
The Bull Pen
Nutcracker 3
BRIAN REHLER, Founder, TraderShark
SCOTT ROTHBORT, Founder and President, LakeView Asset Management
www.scutify.com
Scott Rothbort is a professor in the Departments of Finance and
Economics at the Stillman School of Business of Seton Hall
University. He is also co-founder with Cody Willard of Wall Street
All-Stars, owner and operator of Scutify.com.
www.tradershark.com
As a full-time trader and technical analyst of the Emini S&P
futures, TraderShark has a unique style of simplifying the
complicated futures market. With over 20 years of experience in
the financial industry, Brian Rehler provides an understanding of
the markets as opportunities to day-trade successfully as
a business.
Live Trading Challenge with Rob Hoffman
Thursday, March 3
1:30 pm – 3:00 pm
42
Grand Republic B
Fallacy of the VIX
Saturday, March 5
8:00 am – 8:45 am
Investing in Dividend Stocks
Saturday, March 5
9:45 am – 10:15 am
Fantasia E/F
The Bull Pen
“The paid seminars were worth the money. Everyone should
try at least one paid event to see the difference between paid
events and open sessions.” – D. SHELTON
BILL RYAN, Managing Director, Intercontinental Exchange NYSE Options
www.nyx.com
Kiosk #722
NAOMI SAYLES, Group Manager, Investor Relations, Procter & Gamble
www.pginvestor.com
Bill Ryan is responsible for business development and managing
client relationships at NYSE Amex Options. He also serves as the
NYSE Amex representative on the OIC roundtable and as an
instructor for the Options Industry Council, conducting option
seminars around the world.
ETF and Option Strategies
Friday, March 4
1:30 pm – 2:15 pm
Nutcracker 1
Introduction to Binary Options: Binary Return Derivatives (ByRDs)
Saturday, March 5
Naomi Sayles, group manager of investor relations, joined
Procter & Gamble in 1996 and began her career in Global
Business Services. More recently, Ms. Sayles was located in
Geneva, Switzerland, working on the global salon business.
Friday, March 4
10:45 am – 11:30 am
PETER SCHIFF, CEO, Euro Pacific Capital, Inc.
MARY RYAN, Events and Development, TD Ameritrade U
www.europac.net
TD Ameritrade U and You
Friday, March 4
1:50 pm – 2:20 pm
RICK SADDLER, CEO, Hit & Run Candlesticks
www.ricksaddler.com
How Not to Catch a Falling Knife and Profit
Friday, March 4
5:15 pm – 6:00 pm
Kiosk #807
Fantasia K/L
Friday, March 4
9:05 am – 9:50 am
Thursday, March 3
9:30 am – 10:00 am
www.gromsocial.com
T erry Savage is a nationally known expert on personal finance,
the markets, and the economy. She writes a nationally
syndicated financial column for the Chicago Sun-Times.
Ms. Savage’s articles also appear online at Moneyshow.com, the
popular investing Web site, and also have been featured on
YahooFinance.com and TheStreet.com.
Booth #515
Sander Schwartz is a senior Emmy-Award winning entertainment
executive and producer of innovative entertainment content in
the kid’s space. He held the positions of president of Freemantle
Media, president of International Production for Sony Pictures
Television International, and president of Warner Bros Animation.
Ticket Required)
Thursday, March 3
3:50 pm – 4:20 pm
Grand Republic C/D
STEVEN SEARS, Senior Editor, Barron’s
www.barrons.com
TERRY SAVAGE, Author, The Savage Truth on Money
www.terrysavage.com
Grand Republic C/D
Raymond James & Associates
www.raymondjames.com
As Raymond James’ chief investment strategist and a managing
director of the firm’s Equity Research department, Jeffrey Saut
provides timely and insightful market commentary to Raymond
James financial advisors, their clients, and institutional clients
through daily strategy calls, weekly written commentary, as well
as local and national media appearances.
Booth #813
The Age of Permanent Stimulus: How the Fed Has Created a
Zombie Economy
Thursday, March 3
9:30 am – 10:00 am
A Recovery in Name Only: Why the Next Recession Has Already Begun
Thursday, March 3
5:45 pm – 6:30 pm
Nutcracker 1
Protecting Your Wealth from Washington’s Monetary Madness (Part of the
SANDER SCHWARTZ, President, Grom Social
JEFFREY SAUT, Chief Investment Strategist & Managing Director,
Fantasia M/N
Peter Schiff is one of the few widely known economists and
investment professionals to have spoken about the financial
crisis before it began. He is a widely followed opponent of debtfueled growth policies and known for his advocacy for emerging
market and commodity-focused investments in countries with
positive fiscal characteristics.
Booth #615
Mary Ryan is currently leading TD Ameritrade’s University
Program, including development and managing a variety of
trading related education and events. She started with
thinkorswim in 2006 and has held many changing and
challenging roles over the years. Her diversity of positions started
on the customer service support team. She then worked in the
forex department before becoming a broker on the thinkorswim trade desk.
Booth #110
Booth #100
Steven Sears is a senior editor and columnist with Barron's and
Barrons.com. He writes "The Striking Price" and "Striking Price
Daily" columns. Mr. Sears is the author of The Indomitable
Investor: Why a Few Succeed in the Stock Market When Everyone
Else Fails. He previously reported for Dow Jones Newswires and
the Wall Street Journal.
What’s Ahead for Stocks, Bonds, and the Economy?
The Savage Truth on Money: You Made Money—Now What?
Saturday, March 5
8:00 am – 8:45 am
Fantasia A/B
Saturday, March 5
11:45 am – 1:15 pm
43
SAMANTHA SHARF, Staff Writer, Forbes Media
www.forbes.com
Booth #615
Samantha Sharf is a Forbes staff writer covering the future of
money: fintech, Millennials, and the economy at large. She is part
of the team that compiled the Forbes Fintech 50, a list of
financial disruptors, and the annual 30 Under 30 Finance.
Friday, March 4
2:25 pm – 3:10 pm
MARK SKOUSEN, Editor, Forecasts & Strategies, Private Equity Trader, and
High-Income Alert
www.markskousen.com/visitor
Booth #801
Mark Skousen was named one of the top 20 living economists in
the world. He has been appointed a Presidential Fellow at
Chapman University in California, and has the unique distinction
of having worked for the government (CIA), non-profits (president
of FEE), and several for-profit companies.
Fast Money Alert: Five Stocks to Buy in the Hottest Markets Now
Friday, March 4
8:00 am – 8:45 am
Nutcracker 1
What Every Student Should Know About Money, Investing, and
Student Debt
Friday, March 4
10:45 am – 11:15 am Ballroom of the Americas B
The Anti-Financial Terrorist Portfolio: A Worry-Free Way to Make Big
Money in 2016 (Part of the Investment Masters Symposium—Ticket Required)
Friday, March 4
2:20 pm – 3:05 pm
Grand Republic C/D
My SWAN Strategy: Five High-Income Stocks That Beat the Market Most
of the Time
Friday, March 4
5:15 pm – 6:00 pm
Grand Republic B
Saturday, March 5
11:45 am – 1:15 pm
Saturday, March 5
2:30 pm – 3:30 pm
Grand Republic B
JAMES STACK, President, Stack Financial Management, Inc.
www.investech.com
Recognized by Barron’s as one of the “Top 100 Independent
Financial Advisors in the US,” James Stack’s track record and
safety-first approach to investing have been described by Forbes
as “more or less impervious to declines.”
SAM STOVALL, Chief Equity Strategist, S&P Capital IQ
www.spoutlook.com
A s chief equity strategist of S&P Capital IQ, Sam Stovall serves
as analyst, publisher, and communicator of S&P’s outlooks for
the economy, market, sectors, and stocks. He is the chairman of
the S&P Investment Policy Committee, where he focuses on
market history and valuations, as well as industry momentum
strategies. Mr. Stovall writes a weekly investment piece on S&P’s
MarketScope Advisor platform, focusing on market and sector
history, as well as industry momentum.
Grand Republic B
Happy Birthday, Bull? (Part of the Investment Masters Symposium—Ticket Required)
Thursday, March 3
3:00 pm – 3:45 pm
Grand Republic C/D
TERRENCE SULLIVAN, President & CEO, Bloodhound Investment Research
www.bloodhoundsystem.com
Booth #708
Terrence Sullivan is the founder of Bloodhound Investment
Research. For the past 35 years, his focus has been on how to
build superior performing portfolios through the application of
advanced simulation techniques and high-perfomance computing.
Strategy Investing vs. Stock Picking
Friday, March 4
12:30 pm – 1:00 pm
The Bull Pen
JOHN W. SWEET, EVP, Chief Investment Officer, Physicians Realty Trust
www.docreit.com
Booth #319
John Sweet is executive vice president and chief investment
officer of Physicians Realty Trust. He is the managing director of
the Ziegler Funds and responsible for all investment, financing,
and management activities. Prior to re-joining Ziegler in 2005 to
establish the Ziegler Funds, Mr. Sweet was a co-founder of
Windrose Medical Properties Trust (“Windrose”), a publicly held
healthcare REIT, which completed its initial public offering in August 2002.
Thursday, March 3
4:45 pm – 5:30 pm
Fantasia M/N
DON TAYLOR, President, Maglev Energy, Inc.
Thursday, March 3
8:45 am – 9:25 am
Risk Management—Why Your Financial Survival in 2016 May Depend on It
Thursday, March 3
3:20 pm – 4:05 pm
Outlook 2016: How to Survive and Profit in a Volatile Election Year (Part of
the Investment Masters Symposium—Ticket Required)
Thursday, March 3
5:30 pm – 6:15 pm
Grand Republic C/D
“It was a wonderful learning experience. We enjoyed
all the many presentations we attended in the 3-4
days’ time period. Especially well done were the
opening presentations on Thursday morning with
Steve Forbes and the other speakers.” – B. KAUFFMAN
44
www.maglev-energy.com
on Taylor joined MagLev Energy as CFO in October 2015, and
D
additionally accepted the title of president in November 2015. He
served in varied roles within the areas of corporate finance and
accounting at two Fortune 500 companies over a period of ten
years. At a start-up venture, he served as vice president of
finance and administration, which included responsibility for the
Human Resource function. In this latter role, he was very
involved in contracting and legal issues.
MagLev Energy, Inc., Demonstrates Its Energy-Saving Technology
Usable Anywhere
Friday, March 4
9:00 am – 9:45 am
Fantasia K/L
TAYLOR TEPPER, Staff Writer, Money Magazine
MIKE TURNER, President, Turner Capital Investments
www.cycleprophet.com
www.money.com
T aylor Tepper, a Millennial, is a staff writer at MONEY, where he
covers the markets, credit cards, and the exorbitant costs of
raising children. Before joining MONEY, he covered the currency
markets for Bloomberg News and economics for Planet Money
on internships. He has written for The New York Times and
Tampa Bay Times. Mr. Tepper earned his Master’s degree in 2012
from the City University of New York’s Graduate School of
Journalism and his Bachelor’s degree in cinema studies and
philosophy from New York University months before stocks
crashed in 2008.
Friday, March 4
1:00 pm – 1:45 pm
Booth #626
Michael Turner is a 20-year veteran in sophisticated systems
development, followed by over 15 years’ experience in finance
and stock market strategies. His financial, mathematical,
computer science, and engineering background serve as the
foundation for his disciplined, rules-based approach to trading.
How to Become a Market-Directional Investor
Thursday, March 3
2:25 pm – 3:10 pm
Why a Buy-and-Hold Strategy Takes on Far Too Much Risk!
Friday, March 4
10:45 am – 11:30 am Grand Republic B
How to Choose the Right Asset Manager
Saturday, March 5
8:00 am – 8:45 am
Grand Republic B
TONI TURNER, Author, Short-Term Trading in the New Stock Market
www.toniturner.com
BRAD THOMAS, Editor, Forbes Real Estate Investor
www.ireitinvestor.com
Brad Thomas is a noted commercial real estate analyst and
columnist, with in-depth experience in research and consulting
in the commercial real estate brokerage, development, and
investment sectors. He covers a variety of real estate-based
income alternatives, including publicly traded and nontraded REITs.
Successfully Navigating the World of REIT Investing
Thursday, March 3
2:25 pm – 3:10 pm
Fantasia M/N
ERIC W. THORNBURG, President and CEO, Connecticut Water
www.CTwater.com
Toni Turner is an accomplished technical analyst as well as a
popular educator and sought-after speaker in the financial arena.
She is the author of the bestselling books: A Beginner’s Guide to
Day Trading Online, 2nd Ed.; A Beginner’s Guide to Short-term
Trading, 2nd Ed.; Short-Term Trading in the New Stock Market;
and Invest to Win: Earn & Keep Profits in Bull and Bear Markets
with the GainsMaster Approach, co-authored with Gordon Scott.
Increase Your Profits with ETFs: Money-Making Strategies for Active
Investors (Master Class—Ticket Required)
Friday, March 4
1:30 pm – 3:30 pm
Grand Republic A
Supercharge Your Brain for Maximum Profits
Friday, March 4
5:15 pm – 6:00 pm
Fantasia M/N
Booth #104
Eric Thornburg is chairman, president, and chief executive officer
of Connecticut Water Service, Inc. (CTWS). His entire career of
more than 30 years has been in the investor-owned public water
utility industry. Mr. Thornburg started as a management trainee
at one the nation’s largest water utilities and achieved positions
of increasing responsibility.
WALTER UPDEGRAVE, Editor, RealDealRetirement.com
www.RealDealRetirement.com
alter Updegrave is the editor of RealDealRetirement.com, a site
W
that offers easy-to-understand advice on all aspects of
retirement planning. Prior to launching his Web site, he spent
nearly 30 years at Money magazine where he wrote and edited
stories about smart saving and investing strategies as well as
savvy ways to convert retirement savings to lifetime income. He
also wrote the widely followed Ask the Expert column for
CNNMoney.com for 12 years.
Thursday, March 3
1:30 pm – 2:15 pm
JURRIEN TIMMER, Director of Global Macro, Fidelity Investments
www.fidelity.com/nyc
Building the Right Glide Path (Part of the Investment Masters Symposium—
Booth #401
Jurrien Timmer is the director of global macro for Fidelity
Management & Research Company (FMRCo). He has 30 years’
experience in the investment world and is a 20-year veteran at
Fidelity. Mr. Timmer plays a key role in Fidelity’s Global Asset
Allocation group, where he specializes in asset allocation and
global macro strategy.
State of the Market
Grand Republic B
Ticket Required)
Friday, March 4
How Much Can I Safely Withdraw from My Savings in Retirement?
Friday, March 4
1:30 pm – 2:15 pm
Fantasia C/D
“The MoneyShow provides an opportunity for all
investors to gain a lot of knowledge to be able to
invest properly. There is something for everyone
to match their investment philosophy. It also gives
the incentive to do a better job in managing your
portfolio. The MoneyShow gives us new ideas and
I have always found a new presenter to follow.”
– B. HOLBERT
45
NICHOLAS VARDY, Editor, Bull Market Alert, The Alpha Investor Letter,
and The Global Guru
Booth #801
www.hayekcapital.com
icholas Vardy is chief investment officer of Global Guru Capital
N
and founder of the London Junto, a regular gathering where
leading London hedge fund managers meet to debate the top
investment issues of the day. He is also the editor of Bull Market
Alert, Triple Digit Trader, The Alpha Investor Letter, and The Global
Guru, a weekly e-letter with over 170,000 subscribers.
Invest in the ‘Best of the Best’ and Forget the Rest: The Top 7 Stocks of
the Top Investment Strategies
Thursday, March 3
5:45 pm – 6:30 pm
Fantasia E/F
My 6 Top Picks for a Rough and Tumble 2016
Friday, March 4
1:30 pm – 2:15 pm
Fantasia E/F
The 7 Secrets of Successful Speculation (Part of the Investment Masters
JONATHAN WEXLER, Chief Sales Officer of ETFs, BioShares
www.bioshares.com
Jonathan Wexler is primarily responsible for marketing the
BioShares biotechnology products and biotechnology clinical trial
exchange traded funds managed by LifeSci Index Partners, LLC,
an affiliate of LifeSci Capital under common control.
Investing in Biotechnology: Everything You Need to Know
Friday, March 4
3:30 pm – 4:15 pm
Fantasia K/L
TOM WHITE, Director and Chief Strategist, RED Option Advisors, TD Ameritrade
Booth #99/301
A s the team leader of ‘RED Option,’ he provides educationalbased option trade recommendations using risk-defined
strategies for a broad client base. Mr. White has worked with RED
Option for six years and have led the team for the last four. Prior
to his involvement with RED Option, he traded as a MarketMaker on the floor of the Chicago Board Options Exchange
(CBOE) for 15 years.
Saturday, March 5
9:05 am – 9:50 am
Saturday, March 5
2:30 pm – 3:30 pm
Grand Republic C/D
Grand Republic B
ERIC VERMULM, Senior Portfolio Manager, Stack Financial Management, Inc.
As leader of the Stack Financial Management portfolio team,
Eric Vermulm focuses on fundamental, bottom-up analysis in
identifying “the best companies at the most attractive
valuations.” His background includes experience in banking,
fixed-income analysis and trading, and equity research.
Options Strategies for Directional Trades
Friday, March 4
10:45 am – 11:30 am
Booth #601
P hillip Wasserman is recognized as one of the leading experts on
annuities and tax-free wealth transfer strategies. He has lectured
and taught thousands of agents and brokers powerful strategies
to help their clients. Mr. Wasserman has also hosted a state-wide
radio show and written for various publications. He is also a
major supporter of children charities, especially Big Brothers
Big Sisters.
Anti-AnnuityTM
Thursday, March 3
Friday, March 4
1:30 pm – 2:15 pm
2:30 pm – 3:15 pm
Fantasia C/D
Nutcracker 3
AARON WEST, President, MoneyShow
www.moneyshow.com
Booth #520
As president of MoneyShow, Aaron West has championed the
creation and development of educational initiatives including The
MoneyShow Membership Program. At MoneyShow for over
15-years, his experience spans every area of the trade-show
industry, from operations and media relations, to marketing, and
business development.
Making the Most of Your Show Experience: Time Saving Tips for
Navigating The MoneyShow
Thursday, March 3
1:30 pm – 2:15 pm
Fantasia K/L
46
Nutcracker 2
CODY WILLARD, Co-CEO, Scutify
www.tradingwithcody.com; www.scutify.com
Cody Willard is the editor of www.TradingWithCody.com, where
he posts all his stock and option trades from his personal
account. His stock picking ideas and economic outlooks have
been featured on NBC’s The Tonight Show with Jay Leno; ABC’s
20/20; and many other outlets.
Friday, March 4
8:00 am – 8:45 am
Grand Republic B
PHIL WASSERMAN, CEO, American Tax & Annuity Advisors
www.americantaxandannuity.com
Kiosk #216
How to Find the Next Big Revolution in Tech
Thursday, March 3
5:45 pm – 6:30 pm
Fantasia A/B
KELLEY WRIGHT, Managing Editor, Investment Quality Trends
www.iqtrends.com
Kelley Wright is the CIO and portfolio manager of IQ Trends
Private Client Asset Management. He entered the industry in
1984 as a stockbroker; first at a private investment boutique and
later at a major NYSE wire house.
Thursday, March 3
1:30 pm – 2:15 pm
Friday, March 4
8:00 am – 8:45 am
Nutcracker 3
Fixed Income Versus Dividend Income: Which Provides More Income Over
the Long-Term?
Friday, March 4
1:30 pm – 2:15 pm
Nutcracker 3
Finding Value for the Long-Term (Part of the Investment Masters Symposium—
Ticket Required)
Saturday, March 5
Saturday, March 5
11:45 am – 1:15 pm
ASHOK YARLAGADDA, Founder, Key2Options
www.key2options.com
Booth #607
A shok Yarlagadda is an accomplished software architect with a
passion for trading options and an interest in sharing analyses of
trading strategies with fellow traders. Because of his experience
in trading and programming, he was able to turn this passion into
a platform that empowers retail options traders by revealing
trading opportunities that elevate them to the next level.
Enhancing Stock and Option Returns Using Key2Options Proprietary
State Modeling
Friday, March 4
2:30 pm – 3:15 pm
Nutcracker 1
ROGER YOUNG, Senior Vice President, Fidelity Investments
Booth #401
oger Young is a senior vice president for Fidelity Capital Markets
R
(FCM), a division of Fidelity Investments. He manages FCM’s
fixed-income distribution for retail, high-net-worth, family office,
and correspondent banking. Mr. Young is a 30-year financial
services veteran with extensive experience in institutional
banking, portfolio management, trading, and research in the
domestic debt markets.
Bond Investing Beyond Yield: Views on Fixed Income as the Fed
Transitions Monetary Policy
Wednesday, March 2 10:00 am – 11:00 am Grand Republic B
NANCY ZAMBELL, Editor, Wall Street’s Best Investments and
Wall Street’s Best Dividend Stocks
www.nancyzsmoneymarketplace.blogspot.com
ancy Zambell honed her investment analysis skills and made a
N
name for herself as a securities analyst in the brokerage industry
and a creator/editor of several investment newsletters. She
conceived her investment/financial blog—about all things
money—to provide investors with sharp, unbiased analysis of
the events that shape global economies and markets; find new
investment ideas; and learn the best techniques to manage their
money for maximum profits.
How to Structure Your Portfolio Through the Ages
Friday, March 4
8:00 am – 8:45 am
Fantasia E/F
Make Dividends Count!
Friday, March 4
1:30 pm – 2:15 pm
Fantasia K/L
KATHLEEN (KAMIE) ZARACKI, CEO, BetterInvesting
www.betterinvesting.org
Booth #718
Kathleen (Kamie) Zaracki joined BetterInvesting from The
Conference Board, a global nonprofit organization. Previously she
held several leadership positions at AT&T. Ms. Zaracki is a
founding member of the ZINC Investment Club.
It’s Not a Fantasy: You Can Become a Better Stock Investor!
Grand Republic C/D
Fact vs. Fairy Tale: Is That Stock Really a Quality Investment with Potential
for a High Return?
Saturday, March 5
8:00 am – 8:45 am
Nutcracker 3
YEAR CELEBRATION
Kim Gith
ler & T. B
Elaine
lli
Garzare
es
Joe Battipaglia & attende
oone Pic
kens
Lou Rukeyser
Jon Najarian
orbes
Steve F
Stan Weinstein
John Dessauer
hler
Kim Git
47
Looking for information on stocks, options, strategies, and others?
This easy-to-use categorization will show you who’s speaking on what topic.
Alternative Investments
Nick Fortune (Harbor City Capital)
Darren Marks (Grom Social, Inc.)
Zach Marks (Grom Social, Inc.)
Sander Schwartz (Grom Social)
Cannabis Investments
Garyn Angel (MagicalButter.com)
Michael Berger (Technical 420 LLC)
Michael Citron (Green Jane, Inc.)
Adam Cohen (MJardin Management)
Isaac Dietrich (MassRoots, Inc.)
Matt McCall (Penn Financial Group)
Tom Quigley (The Gluu)
Brett Roper (Medicine Man Technologies)
Commodities (Energy & Natural Resources)
Mike Bonham (Tangible Investments, Inc.)
Jeff Cianci (Fusion IQ)
Roger Conrad (Capitalist Times)
Troy W. Eckard (Eckard Global, LLC)
Elliott Gue (Energy and Income Advisor and Capitalist Times)
Jon Harms (Maglev-Energy, Inc.)
Scott Humphrey (Ciner Resources LP)
Mark Mills (Digital Power Group)
Michael Patman (PetroSouth Energy)
Peter Schiff (Euro Pacific Capital, Inc.)
Don Taylor (Maglev)
Estate Planning, Taxes, & Insurance
Gregory Christiansen (Guardian Law)
Tyler Flynn-Corbin (New York Life Insurance Company)
Richard Durfee, Jr. (Durfee Law Group, PLLC)
Nick Fortune (Fortune DNA, Inc.)
Jim Gerard (New York Life Insurance Company)
Will Howard (Joe Gandolfo, PhD & Associates)
Howard Kaloogian (Hillsdale College)
Daniel Ogden (New York Life Insurance Company)
David Phillips (Estate Planning Specialists, Inc.)
Kerri Anne Renzulli (MONEY Magazine)
Phil Wasserman (American Tax & Annuity Advisors)
ETFs/Funds
Jack Ablin (BMO Private Bank)
Scott Connor (TD Ameritrade)
Jeff DeMaso (Adviser Investments)
Kevin Hincks (TD Ameritrade)
Heather Knight (Fidelity Investments)
Jim Lowell (Adviser Investments)
Shawn Lucas (Apiary Investment Fund)
Mark Skousen (Forecasts & Strategies, Private Equity Trader, and High-Income Alert)
Toni Turner (Short-Term Trading in the New Stock Market)
48
Global
Steve Forbes (Forbes Media)
Howard Gold (GoldenEgg Investing)
Alexandre Horta (CEMIG)
Jim Jubak (JubakPicks.com)
Louis Navellier (Blue Chip Growth, Quantum Growth, and Emerging Growth)
Nicholas Vardy (Bull Market Alert, The Alpha Investor Letter, and The Global Guru)
Income & Dividends
Christopher Barry (National Retail Properties, Inc.)
David Butterfield (Realty Income)
Robert Carlson (Retirement Watch)
Marilyn Cohen (Envision Capital Management, Inc.)
John Dobosz (Forbes Media)
Dennis Doll (Middlesex Water Company)
Bruce Johnstone (Fidelity Investments)
Howard Kaloogian (Hillsdale College)
David Kotok (Cumberland Advisors)
Bryan Perry (Cash Machine, Premium Income, and Dividend Investing Weekly)
Brad Thomas (Forbes Real Estate Investor)
Kelley Wright (Investment Quality Trends)
Roger Young (Fidelity Investments)
Markets/Politics
Jack Ablin (BMO Private Bank)
Ed Bilek (BBVA)
Andrew Busch (The Busch Update)
Annell Danczyk (Stack Financial Management, Inc.)
Steve Forbes (Forbes Media)
Kim Githler (MoneyShow)
Steven Hochberg (Elliott Wave International)
Peter Hodson (Canadian MoneySaver)
Mark Hulbert (The Hulbert Financial Digest)
Lawrence Kudlow (Kudlow & Company, LLC)
Keith Lerner, CFA, CMT (SunTrust Private Wealth Management)
Paul Lim (Money Magazine)
William McCartan (FAM Funds)
Stephen Moore (The Heritage Foundation)
Jeremy Olshan (MarketWatch)
Steven Pomeranz (On the Money)
Fausto Pugliese (CyberTrading University)
Phil Roosevelt (Barron’s)
Scott Rothbort (LakeView Asset Management)
SPEAKERS BY KEYWORD
Markets/Politics (Continued)
Terry Savage (The Savage Truth on Money)
James Stack (Stack Financial Management, Inc.)
Sam Stovall (S&P Capital IQ)
Taylor Tepper (Money Magazine)
Mike Turner (Turner Capital Investments)
Aaron West (MoneyShow)
Nancy Zambell (Wall Street’s Best Investments and Wall Street’s Best Dividend Stocks)
Kathleen (Kamie) Zaracki (BetterInvesting)
MLPs
John McNamara (StoneMor Partnersm, L.P.)
Money Management
Keith Lerner, CFA, CMT (SunTrust Private Wealth Management)
Nicholas Vardy (Bull Market Alert, The Alpha Investor Letter, and The Global Guru)
Cody Willard (Scutify)
Options
Mark Allen (Fidelity Investments)
Scott Bassler (Fidelity Investments)
Joe Burgoyne (The Options Industry Council)
Cindy Faber (TD Ameritrade)
Kerry Given, PhD (Parkwood Capital LLC)
Price Headley (BigTrends.com)
Joe Kinahan (TD Ameritrade)
Lawrence McMillan (McMillan Analysis Corporation)
Michael McNelis (Key2Options)
Harrison Napper (TD Ameritrade)
Andrew Rakowski (Fidelity Investments)
Bill Ryan (Intercontinental Exchange NYSE Options)
Tom White (TD Ameritrade)
Ashok Yarlagadda (Key2Options)
Real Estate/REITs
Tim Berryman (Medical Properties Trust)
Charles Boyd (The Costa Rica Team)
David Butterfield (Realty Income)
Nick Fortune (Harbor City Capital)
Larry Goins (The Goins Group, LLC.)
Brett Immel (Growth Equity Group)
Harmel Rayat (Winning with Commercial Real Estate)
John Sweet (Physicians Realty Trust)
Brad Thomas (Forbes Real Estate Investor)
Retirement
Richard Durfee, Jr. (Durfee Law Group, PLLC)
Tyler Flynn-Corbin (New York Life Insurance Company)
Brian Fricke, CFP (Financial Management Concepts)
Brett Immel (Growth Equity Group)
Craig Israelsen (7Twelve Portfolio)
Robert Powell (MarketWatch’s Retirement Weekly)
Walter Updegrave (RealDealRetirement.com)
Stocks
Michael Ahern (Barron’s)
Daniel Bellware (Aflac)
Tim Berryman (Medical Properties Trust)
Stephen Biggar (Argus Research Corporation)
Ed Bilek (BBVA)
Denise Chisholm (Fidelity Investments)
Dennis Doll (Middlesex Water Company)
Paul Echausse (Alcentra Capital Corp.)
John Fox (Fenimore Asset Management)
John Gagliardi (Fidelity Investments)
Douglas Gerlach (ICLUBcentral, Inc.)
Chris Gessel (Investor’s Business Daily)
Jeffrey Hirsch (The Stock Trader’s Almanac and Almanac Investor)
Peter Hodson (Canadian MoneySaver)
Alexandre Horta (CEMIG)
Jonathan Howard (Investor’s Business Daily)
Mark Hulbert (The Hulbert Financial Digest)
49
SPEAKERS BY KEYWORD
Stocks (Continued)
Strategies (Continued)
Barbara James (Investor’s Business Daily)
Vahan Janjigian (Bottom Line’s Money Masters Stock Report)
Bret Jensen (Small Cap Gems, Blue Chip Gems, and Biotech Gems)
Brian Lazorishak (Stack Financial Management, Inc.)
Zach Marks (Grom Social, Inc.)
John McNamara (StoneMor Partnersm, L.P.)
J.C. Parets (All Star Charts)
Bryan Perry (Cash Machine, Premium Income, and Dividend Investing Weekly)
Brian Rehler (TraderShark)
Phil Roosevelt (Barron’s)
Jeffrey Saut (Raymond James & Associates)
Naomi Sayles (Procter & Gamble)
Sam Stovall (S&P Capital IQ)
Terrence Sullivan (Bloodhound Investment Research)
Eric Thornburg (Connecticut Water)
Eric Vermulm (Stack Financial Management, Inc.)
Jonathan Wexler (BioShares)
Strategies
Michael Ahern (Barron’s)
Diane Alexander (The MindWorks)
Scott Bassler (Fidelity Investments)
Jordan Berger (MoneyShow University)
Jillian Berman (MarketWatch)
Michelle Broderick (Simple)
Mauricio Carrillo (FXStreet)
Richard Carter (Fidelity Investments)
Denise Chisholm (Fidelity Investments)
Phil DeGisi (CommonBond)
Scott Durfey (Investools® from TD Ameritrade Holding Corp.)
Cindy Faber (TD Ameritrade)
Sally French (MarketWatch)
John Gagliardi (Fidelity Investments)
John Hart (TD Ameritrade)
50
Jeffrey Hirsch (The Stock Trader’s Almanac and Almanac Investor)
Rob Hoffman (Become A Better Trader, Inc.)
Matt Horne (Fidelity Investments)
Barbara James (Investor’s Business Daily)
Stefanie Kammerman (The Stock Whisperer Trading Company)
Steven Kaye (Bottom Line Publications)
Joe Kinahan (TD Ameritrade)
Heather Knight (Fidelity Investments)
Brian Lazorishak (Stack Financial Management, Inc.)
Mark Leibovit (VRTrader.com)
Mike McCrary (Fidelity Investments)
Peter Miller (Barron’s)
Jack Pacheco (Investor’s Business Daily)
J.C. Parets (All Star Charts)
Ralph Perrini (Investor’s Business Daily)
Fausto Pugliese (CyberTrading University)
Brian Rehler (TraderShark)
Raymond Rondeau (American Association of Individual Investors)
Bill Ryan (Intercontinental Exchange NYSE Options)
Mary Ryan (TD Ameritrade U)
Rick Saddler (Hit & Run Candlesticks)
Jurrien Timmer (Fidelity Investments)
Tom White (TD Ameritrade)
Technology/ Fintech
Bret Jensen (Small Cap Gems, Blue Chip Gems, and Biotech Gems)
Zack Marks (Grom Social, Inc.)
Samantha Sharf (Forbes Media)
Tools
Mark Allen (Fidelity Investments)
Scott Durfey (Investools® from TD Ameritrade Holding Corp.)
John Hart (TD Ameritrade)
Jurrien Timmer (Fidelity Investments)
STAY
CONNECTED
#InvestSmarter
facebook.com/MoneyShow
THE MONEYSHOW ORLANDO CONTINUES ONLINE…FREE!
V I R T UA L E V E N T
ORLANDO
LIVE WEBCAST S
MARCH 2-5, 10, & 15
AVA I L A B L E O N - D E M A N D T H R O U G H M A R C H 2 3
WATCH
LIVE FOR THE LATEST
STRATEGIES, DEVELOPING
TRENDS, AND SPECIFIC
INVESTMENTS THAT CAN
GROW
YOUR PORTFOLIO IN ANY MARKET
EXPLORE INTERACTIVE EBOOTHS FOR
ENVIRONMENT.
THE LATEST INVESTING PRODUCTS &
SERVICES, FREE REPORTS, AND NEW
TOOLS & RESOURCES.
FEATURED
WEBCASTS
INCLUDE
LARRY KUDLOW
STEVE FORBES
MARK MILLS
The Upcoming Presidential Election
and Your Portfolio
The Elections and Their Impact on
Stocks and the Economy
AND
MANY
MORE!
JIM STACK
How Top Advisors Are Protecting
Client Portfolios Now
BRUCE JOHNSTONE
JEFFREY SAUT & PETER SCHIFF
The Economy and the Markets:
Sluggish Optimism
Should You Run with the Bulls or Hibernate
with the Bears?
REGISTER FREE at MoneyShowVirtualEvent.com
Looking for companies participating at this show?
Below is an alphabetical listing of participants who are exhibiting, speaking, or attending The MoneyShow Orlando.
7Twelve Portfolio
Capmark Solutions LLC
Florida Traders LLC
Adviser Investments
Carter Leasing & Investments, Ltd.
Forbes Media
AffordableOne Insurance
CEMIG
Forbes Real Estate Investor
Aflac Incorporated
CGI Investment Advisers LLC
Forex Global Solutions
AG’s Investments LLC
Ciner Resources LP
Fortune DNA, Inc.
Alcentra Capital Corp.
College for Financial Planning
Fund Advisors Of America
All Star Charts
College of Central Florida
Fusion IQ
ALLETE, Inc
Collins Diversified Investments
Future Investors Clubs of Amerca
Alliance Strategies Group
Commodity Futures Trading Commissions
Future Solutions
American Association of Individual Investors
Concert Wealth Management
FXStreet
American Insurance Specialists
Connecticut Water Company
Garrison Bay Estates
American Tax & Annuity Advisors
Consumers Energy Co.
GCC Asset Management
American Water Works Company, Inc.
Contrarian’s View, The
Gilbert Financial Group LLC
Ameriprise
Cornerstone Capital LLC
Global Equities and Financial Literacy LLC
Apiary Investment Fund
Costa Rica Team, The
Global Guru Capital, LLC
Aqua America
Credit Insurance Markets, Inc.
Gluu, The
Argus Research Corporation
Cumberland Advisors
Goins Group, LLC., The
Artisan Funds
Curmudgeon Systems, Inc.
GoldenEgg Investing
Atlanta Capital Investment Managers
Cuttler Investments LLC
GoldStockTrades.com
Austin Rare Coins & Bullion
Green Jane, Inc.
Baldwin Financial Systems, LLC
Delta Natural Gas Co., Inc.
Greenwich Wealth Management, LLC
Barron’s
DiCicco & Associates LLC
Grom Social, Inc.
BBVA
Digital Power Group
Growth Equity Group
Become A Better Trader, Inc.
DILA Investments
Guardian Law, LLC
Bell International Consultants, Inc.
DLW Investments
Gunnison Assoc.
BetterInvesting
Durfee & Phelps Law Offices
Harbor City Capital
Big Red Investments, Inc.
Durfee Law Group, PLLC
Hayes Investment Agency
BigTrends.com
Eagle Financial Publications
Heritage Foundation, The
BioShares
Eastern Florida State College
Hillsdale College
Bitterroot Investment Co. LLC
Eckard Global, LLC
Hilton Head Financial Advisors
Bloodhound Investment Research
EDW Consulting, Inc.
Hit & Run Candlesticks
BMO Private Bank
Elliott Wave International
Horizon Publishing Company
BNY Mellon
Hulbert Financial Digest, Inc.
Bonkers Space Coast, Inc.
Estate Planning Specialists, Inc.
ICLUBcentral, Inc.
Boomer Capital Management
Euro Pacific Capital, Inc.
Ignite Funding
Bork Ventures Limited
Evergreen Group
Indian River State College
Bottom Line
FAM Funds
Indiana University
Bottom Line Money Masters
Fenimore Asset Management
Ingram Financial Group
Boyd Capital
Intercontinental Exchange NYSE Options
Bull & Bear Financial Report
FINalternatives
InvesTech Research
Busch Update, The
Financial Management Concepts
Investment Center, Inc., The
BuySelliQ.com
Financial Research Solutions, Inc.
Investools® from TD Ameritrade Holding Corp.
Byron Bank Financial
First Harvest Financial
InvestorPlace Media
Canadian MoneySaver
Florida Atlantic University
Investor’s Alley
Capital Planning Advisors, LLC
Florida International University
Capitalist Times
Florida State University
Investors Chronicle Magazine
52
PARTICIPATING COMPANIES
IQTrends Private Client
Morningstar, Inc.
Summit Brokerage Service
Joe Gandolfo, PhD & Associates
Morrell Investment & Retirement Group, Inc.
SunTrust Private Wealth Management
JubakPicks.com
Nadex
Talia Jevan Properties, Inc.
Key2Options
Tangible Investments, Inc.
Kingdom Trust Company
Navellier & Associates
TD Ameritrade
Kudlow & Company, LLC
Navigator Newsletters, Inc., The
TD Ameritrade U
LakeView Asset Management
New Generation Research, Inc.
Technical 420.com
Legacy Money Management, Inc.
TheTradingBook.com
Leuthold Weeden Capital Management
Omnicor Media
thinkorswim by TD Ameritrade
Lifetime Financial Service
On The Money
TMG Coins
Lough Investment Advisors, LLC
Options Industry Council, The
TraderShark
LW Financial Management, Inc.
OptionsPlay, LLC
TradePMR
MagicalButter.com
Trend Logic PR
Maglev-Energy, Inc.
TrendStar Trading Group, Inc.
Mainstreet Financial Group
Permanent Portfolio Family of Funds, Inc.
TSF Energy
MainStreet Investor
PetroSouth Energy
Market Technologies, LLC
Physicians Realty Trust
Twin Oaks Management Corp.
MarketGrader.com
Piper Jaffray & Co.
U.S. Securities & Exchange Commission
MarketSmith
PoliticFeed
UBS Financial Services, Inc.
MarketWatch
Precisiontrade365
UM Foundation of Michigan
Mason Trading Partnership
Preferred Commerce, Inc.
Umbach Financial Group
MassRoots, Inc.
Procter & Gamble Company
United Capital Associates
McCabe Research & Consulting, LLC
Raymond James & Associates
University of Central Florida
McCluskey Realty
RealDealRetirement.com
University of Florida
McKInley Financial
Realty Income
University of Memphis
McMillan Analysis Corporation
Red Pill Marketing Group, Ltd.
University of North Florida
Regal Advisory Services, Inc.
University of Phoenix
Medicine Man Technologies
Regent Financial Wealth Management LLC
University of South Florida
MegaRep LLC
Regions Investment Solutions
University of Tampa
Mentor Capital Partners Ltd.
US-UK Trading, Inc
Merrill Lynch
Retirement Watch
Valdes & Moreno, Inc.
MetricTrade Ltd.
Robert W. Baird & Co.
Valencia College
Meyers Capital Management Group, LLC
Royal Dutch Shell
VitalGround.org
Miami Dade College
RPM International Inc.
Voxox
Microsoft
Russell’s Stock Investments LLC
VRTrader.com
Middlesex Water Company
S&P Capital IQ
Wall Street Survivor
Midway Partners
Scutify
Warren Famlly Enterprises, LLC
Millionaires Syndicate International Inc.
Spectra Energy Partners
Webber International University
MindWorks, The
Soupman, Inc.
Wedemier Management LLC
MJardin Management
Stack Financial Management, Inc.
Weiss Group
Modern Trader Magazine
Stategic Wealth Management
Western Pacific Resources
Money Magazine
Sterling Capital Group
Western Reserve Energy
Money Management Concepts, Inc.
Stock Whisperer Trading Company, The
WestPark Capital, Inc.
MoneyShow
StockTradersAlmanac.com
Wordstation, Ltd., The
MoneyShow University
StoneMor Partners, L.P.
Wright Associates
Morgan Stanley
Strategic Capital Markets
Yeskey Real Estate
53
SPONSOR PROFILES
PLATINUM SPONSORS
Booth #401
Whether you trade a little or trade a lot, Fidelity offers leading, easy-to-use
trading platforms, fundamental and technical analysis, research tools, and 24/7
service, all at low commissions. Combined with more than 60 years of industry
experience, Fidelity and its “Active Trader” tools can help you trade smarter and
invest with confidence. For information, visit www.fidelity.com/activetrader.
Booth #99/301
TD Ameritrade Holding Corporation (NYSE: AMTD), through its brokerage
subsidiaries, combines innovative trading technology, easy-to-use and
understand trading tools, investment services, investor education, and
outstanding client service. TD Ameritrade provides millions of retail investors,
traders, and independent RIAs the tools, service, and support they need to help
build confidence in today’s rapidly changing market environment.
SILVER SPONSOR
OFFICIAL ANNUITY EXPERT
Booth #409
BBVA (NYSE: BBVA) is a customer-centric global financial services group
founded in 1857. BBVA operates in more than 30 countries and has a solid
position in Spain, is the largest financial institution in Mexico, and has leading
franchises in South America and the US Sunbelt Region. Its diversified
business is focused on high-growth markets and relies on technology as a key
sustainable competitive advantage.
www.bbva.com • ed.bilek@bbvacompass.com
Booth #601
With headquarters in Sarasota, Florida, American Tax and Annuity Advisors
is a group of annuity, estate-planning, and tax experts with over 100 years
combined experience. Official MoneyShow annuity expert Phil Wasserman
simplifies annuities and makes shopping for them easy. He is also an expert in
the new anti-annuity for income or legacy planning you can guarantee! Please
contact us to see how we can help you protect your hard-earned wealth.
www.americantaxandannuity.com • pwasserman@aol.com
COMPANY PROFILES
Virtual Booth
ActionForex.com is one of the most popular forex Web sites in the world,
providing comprehensive and quality information to forex traders around the
world. Thousands of forex traders read our Action Insight analysis reports every
day and reference our proprietary market indicator, Action Bias, before making
their trade decision. Analysis reports from external contributors are featured
together with free educational materials and much more. More importantly, all
the information provided on the site is free!
www.actionforex.com • contact@actionforex.com
54
Virtual Booth
Advice Trade is a publisher of Web sites that provide technical analysis
and trade alerts for short-term traders. These publications include
TheTechTrader.com (stock trade alerts with Harry Boxer), MPTrader.com
(ETF and sector analysis and alerts with Mike Paulenoff), SwingTradeOnline
(stock trade alerts and market timing with Jack Steiman), and
ElliottWaveTrader.net (wave analysis on equity, commodity, and futures
indices, plus stocks and options).
www.advicetrade.com • info@advicetrade.com
COMPANY PROFILES
Booth #406
Booth #703
Adviser Investments is a leading investment management firm specializing
in Fidelity and Vanguard mutual funds, undiscovered managers, fixed-income
investments, and ETFs. Investment decisions are made by Daniel P. Wiener
and James H. Lowell. Through independent analysis and a comprehensive
research process designed to identify the best and brightest fund managers,
Adviser Investments manages over $3 billion in assets for more than 2,600
clients nationwide.
Artisan Partners is a global investment management firm that provides a broad
range of high value-added investment strategies in growing asset classes
to sophisticated clients around the world. Since 1994, the firm has been
committed to attracting experienced, disciplined investment professionals to
manage client assets.
www.artisan.com
www.adviserinvestments.com • dveidenheimer@adviserinvestments.com
Booth #718
Booth #206
When a policyholder gets sick or hurt, Aflac pays cash benefits fast. For six
decades, Aflac insurance policies have given policyholders the opportunity to
focus on recovery, not financial stress. In the United States, Aflac is the leading
provider of voluntary insurance at the worksite. In Japan, Aflac is a leading
provider of medical and cancer insurance and insures one in four households.
BetterInvesting is a nonprofit, volunteer-based, member-driven organization
dedicated solely to investor education and support. BetterInvesting members
are part of a nationwide community of investment clubs and individuals
working together to build a nation of successful, lifetime investors.
www.betterinvesting.org • community@betterinvesting.org
www.aflac.com • dbellware@aflac.com
Kiosk #216
Booth #310
Founded in 1886, American Water (NYSE: AWK) is the largest publicly traded
US water and wastewater utility company. With headquarters in Voorhees, NJ,
the company employs 6,400 dedicated professionals who provide regulated
and market-based drinking water, wastewater, and other related services to an
estimated 15 million people in 47 states and Ontario, Canada. More information
can be found at www.amwater.coom.
www.amwater.com • durgesh.chopra@amwater.com
Virtual Booth
Argus Research, founded in 1934, was one of the first firms to provide
systematic, independent research, and analysis on US equities. Using a topdown methodology, Argus analysts and strategists offer forecasts on the US
economy, fundamental Buy/Hold/Sell investment ratings, and research on
hundreds of leading blue-chip companies, thematic/sector research, and model
portfolios for individuals and institutions. A money management subsidiary,
Argus Investors Counsel, has been a registered investment advisor since 1960.
Since 1976, Argus has also owned Vickers Stock Research, which tracks stock
holdings data including both Insider and Institutional Holdings.
www.argusresearch.com • sbiggar@argusresearch.com
LifeSci Capital is a research-driven investment bank with deep domain
expertise in the life sciences. The principals of our firm are also founders
of and/or are affiliated with LifeSci Advisors, a unique investor relations
consultancy founded to provide companies in the life sciences a comprehensive
solution to investor communications and outreach.
www.BioShares.com • JWexler@Lifescicapital.com
With over 300,000 subscribers in 190+ countries, Bloomberg Brief newsletters
are a global force of high quality content, news, analysis, and data. Published
either daily or weekly, depending on the title, the newsletters pull together the
reporting insight and analysis of over 45 senior editorial staff and dedicated
economists to help you stay informed and ready for your daily business needs.
The group publishes 22 newsletters – both subscription and free titles.
wwwbloombergbriefs.com
Booth #814
Bob Carlson’s Retirement Watch is the only newsletter and Web site focused on
all the financial issues of retirement and retirement planning. Editor Bob Carlson
uses independent, objective research and analysis to keep readers up to date
on the latest changes affecting their finances and to give recommendations on
investments, estate planning, income taxes, annuities, life insurance, long-term
care insurance, and more.
www.retirementwatch.com • info@retirementwatch.com
55
COMPANY PROFILES
Booth #219
Bottom Line Personal, America’s leading consumer newsletter, is part of
Boardroom Inc., which also publishes Bottom Line’s Stock of the Week and
Bottom Line’s Money Masters Stock Report with Vahan Janjigian. With its
unsurpassed network of top financial analysts, economists, and portfolio
managers, Bottom Line gives investors the clear, actionable information they
need to grow and protect their wealth and enjoy a prosperous retirement.
www.bottomlinepersonal.com
Booth #214
CEMIG (NYSE: CIG) is one of Brazil’s largest and most profitable electricity
concession holders. It operates in distribution, generation, and transmission
of electricity, and distribution of natural gas in 23 Brazilian states and in
Chile. Reflecting its commitment to reducing environmental impact, adding
value for shareholders, and operating with the highest standards of corporate
governance, CEMIG was selected as a component of the Dow Jones
Sustainability Index (DJSI) for the 16th year running since inception and was
included in the Global Dow Index.
www.cemig.com.br/en-us/pages/homepage.aspx • velez@cemig.com.br
Booth #817
The Bull & Bear Financial Report features the most diversified and largest
digest of investment advisory newsletters, both in print and online. Read what
seasoned financial advisors are recommending for precious metals stocks,
gold and silver trends, currencies, publicly traded companies, mutual funds,
bonds, the economy, global and domestic stock markets, and personal finance.
Bull & Bear’s information-rich Web site, TheBullandBear.com, features in-depth
investment advice. For the resource sector, visit TheResourceInvestor.com and
GoldStockNews.com.
Connecticut Water Service, Inc. is the largest publicly traded water company
based in New England. Through its wholly-owned public water utility
subsidiaries, The Connecticut Water Company and The Maine Water Company,
the Company provides drinking water to approximately 122,000 customers, or
about 400,000 people, in 77 municipalities throughout the states of Connecticut
and Maine.
www.thebullandbear.com • editor@thebullandbear.com
lfelleman@ctwater.com
Booth #104
Booth #321
Canadian MoneySaver is an acclaimed investment advisory with a recognized
reputation for providing a trustworthy and down-to-earth service since 1981.
Offered in both a print and electronic version, you receive practical investment
advice researched, experienced, and described by more than five dozen
financial practitioners, including financial planners, tax experts, portfolio
managers, investment advisers, and successful investors from across Canada.
www.canadianmoneysaver.ca • moneyinfo@canadianmoneysaver.ca
Booth #302
Delta Natural Gas Company, Inc. (NASDAQ:DGAS), is engaged primarily in
the distribution, transmission, storage, and production of natural gas with
its facilities, which are located in 23 counties in Central and Southeastern
Kentucky. Delta owns and operates gas storage facilities and approximately
2,450 miles of natural gas gathering, transmission, distribution, and service
lines to serve approximately 39,000 residential, commercial, industrial, and
transportation customers.
www.deltagas.com • ebennett@deltagas.com
Booth #715
Elliott Gue and Roger Conrad founded Capitalist Times with a simple goal: to
provide individual investors with unbiased, high-quality research and in-depth
analysis of profitable investment opportunities. In the Energy & Income Advisor,
Capitalist Times Premium, and Conrad’s Utility Investor, these investing mavens
and their team of analysts aim to keep you one step ahead of the herd.
Capitalisttimes.com • service@capitalisttimes.com
Estate Planning Specialists (EPS) was established in 1988 to assist clients
nationwide keep their wealth in the family and totally disinherit the IRS through
proper estate planning. For 28 years, they have focused on valid tactical
strategies to distribute assets to future generations while accumulating and
preserving wealth in safe money investments. Headquartered in Arizona,
EPS has affiliate offices in every state and are in association with the estate
planning law firm of Durfee Law Group, PLLC.
www.epmez.com • david@epmez.com
56
COMPANY PROFILES
Booth #701
Virtual Booth
Forex Crunch is a site all about the foreign exchange market which consists of
news, opinions, daily, and weekly forex analysis, technical analysis, tutorials,
basics of the forex market, forex software posts, insights about the forex
industry, and anything related to forex. The site aims to help people trade
forex responsibly. Real people stand behind the site, commentary aims to be
balanced, and the editorial line leans toward solid forex trading.
www.forexcrunch.com • info@forexcrunch.com
Since 1984, Investor’s Business Daily, Inc., (IBD) has been helping investors
achieve exceptional results. Using our proprietary CAN SLIM® Investment
System, we give investors early alerts to emerging growth stocks and major
changes in market direction. Ranked the #1 growth strategy since 1998,
according to an independent study of over 50 leading investing methods by
AAII, the CAN SLIM® System is integrated into all IBD products, including
our newspaper Investor’s Business Daily® (print and digital editions),
award-winning Web site and exclusive suite of online tools. Learn more at
www.investors.com.
www.investors.com
Booth #702
Welcome to Growth Equity Group. We’re a private real estate investment
firm with 25+ years of experience, focusing on the analysis, acquisition,
development, management and disposition of residential, class A & B real
estate throughout the U.S. for our investors, structuring investments through
self-directed IRA’s.
www.growthequitygroup.com
Booth #607
Key2Options’ unique software allows options traders to devote their limited
time and energy to the effective analysis of returns, thereby leading to the
development of more productive trading strategies. Designing and executing
a trading plan for effective trading is only spoken widely but most software
tools do not support individual traders and investors. This tool helps individual
investors overcome complexity and build an effective plan that suits each one’s
risk-reward expectation and helps develop a disciplined approach to trading.
www.key2options.com
Kiosk #807
The H&R mission is to provide a simple and mechanical way to trade stocks. We strive to find stocks that are poised for a move in a profitable direction and
to cycle profits from the market to your pocket as the stock moves.
www.hitandruncandlesticks.com
MarketWatch, published by Dow Jones & Co., tracks the pulse of markets
for engaged investors with more than 16 million visitors per month. The site
is a leading innovator in business news, personal finance information, realtime commentary, and investment tools and data, with dedicated journalists
generating hundreds of headlines, stories, videos, and market briefs a day
from 10 bureaus in the US, Europe, and Asia. In addition, MarketWatch offers
subscription products for investors, including The Hulbert Financial Digest suite
of products, Retirement Weekly and ETF Trader. MarketWatch is part of The Wall
Street Digital Network, which includes WSJ.com, Barrons.com, BigCharts.com,
and VirtualStockExchange.com.
Web site: www.marketwatch.com
Booth #612
Ignite Funding is redefining the standard for investor-backed lending offering
first trust deed investments in short-term acquisition, development and
construction residential projects across the Southwest. Our Investors seek
capital preservation in collateralized turn-key real estate, while earning double
digit annualized return. Funding over $240 million since 2011 and returning
over $18 million in interest to our investors as passive income.
ignitefunding.com • info@ignitefunding.com
“There were a ton of seminars which were all very informative
and helpful as well as a bunch of representatives speaking
on the behalf of their company. Overall, I would highly
recommend the MoneyShow to all of my peers and will be
attending again in the future.” – B. KRONOWITZ
Booth #315
Medical Properties Trust, Inc., (NYSE: MPW) is a Real Estate Investment Trust
(REIT) providing shareholders with strong dividends from the rental income
received from top hospital operators across the US and in Europe. Medical
Properties Trust is at the forefront of trends in healthcare and well positioned to
benefit from the continued growth expected in this key sector of the economy.
www.medicalpropertiestrust.com
bbridgmon@medicalpropertiestrust.com
57
COMPANY PROFILES
Booth #311
Middlesex Water Company (NASDAQ:MSEX Middlesex) is a 118-year old
water/wastewater dividend aristocrat whose evolution into renewable energy,
military base privatizations, and industrial applications has expanded its
services beyond traditional regulated water/wastewater operations and nonregulated public private partnerships. Middlesex owns/operates regulated
water/wastewater systems and also operates municipal and private systems
under contract. MSEX is a 2015 NYSE Governance, Risk & Compliance 2015
Leadership Awards Finalist.
Booth #319
Physicians Realty Trust (NYSE:DOC) is a self-managed healthcare real estate
investment trust that acquires, owns and manages healthcare properties that
are leased to physicians, hospitals and healthcare delivery systems and other
healthcare providers. Our properties are typically on a campus with a hospital
or strategically located and affiliated with a hospital or physician organization.
www.docreit.com • www.docreit.com/contact
www.middlesexwater.com • info@middlesexwater.com
Booth #110
Booth #520
For over 34 years, MoneyShow has been a leader in the business of
connecting individuals with a global network of financial experts, offering them
unparalleled opportunities for mutually profitable interactivity and learning.
Award-winning financial journalists, best-selling authors, market analysts,
newsletter editors/writers, and portfolio managers appreciate sharing their
strategic views and interacting with highly qualified audiences in face-to-face
forums and online at MoneyShow.com.
P&G serves consumers around the world with one of the strongest portfolios
of trusted, quality, leadership brands, including Always®, Ambi Pur®, Ariel®,
Bounty®, Charmin®, Crest®, Dawn®, Downy®, Fairy®, Febreze®, Gain®, Gillette®,
Head & Shoulders®, Lenor®, Olay®, Oral-B®, Pampers®, Pantene®, SK-II®,
Tide®, Vicks®, and Whisper®. The P&G community includes operations in
approximately 70 countries worldwide.
www.pginvestor.com • p&g@computershare.com
www.moneyshow.com • chantalfreedman@moneyshow.com
Booth #309
Kiosk #623
Nadex, the North American Derivatives Exchange, is a retail-focused futures
exchange subject to regulatory oversight by the CFTC, offering binary option
and spread contracts on stock indices, commodities, forex, economic events
and bitcoin. Our unique contracts appeal to individual traders, as provide limited
risk trading in even the most volatile markets.
Realty Income (NYSE “O”) is an S&P 500 company dedicated to providing
shareholders with dependable monthly income. The company is structured as a
REIT, and monthly dividends are supported by the cash flow from nearly 4,500
real estate properties owned under long-term, net lease agreements. Founded
in 1969, the company has declared 545 consecutive common stock monthly
dividends through 12/31/15.
www.realtyincome.com • dbutterfield@realtyincome.com;
jthomson@realtyincome.com
www.nadex.com • customerservice@nadex.com
Booth #215
Booth #109
National Retail Properties, Inc., (NYSE: NNN) is a REIT owning 2,104
freestanding retail stores in 47 states, leased to 400+ tenants, in 38 lines of
trade (as of March 31, 2015). A conservative balance sheet, strong portfolio
with 98.8% occupancy, and well-protected cash dividend have helped NNN
deliver 25 consecutive annual dividend increases and an average total return of
17.3%/year over 15 years and 14.4%/year over 20 years.
www.nnnreit.com • chris.barry@nnnreit.com
58
The Shell Group is a global group of energy and petrochemicals companies,
which uses advanced technologies and takes an innovative approach to help
build a sustainable energy. Its strategy to generate profitable growth remains
to drive forward with the investment program to deliver sustainable growth
and provide competitive returns to shareholders, while helping to meet global
energy demand in a responsible way.
www.shell.com • jean.young@shell.com
COMPANY PROFILES
Booth #208
RPM International Inc. owns subsidiaries that are world leaders in specialty
coatings, sealants, building materials, and related services across three
segments. RPM’s industrial products include roofing systems, sealants,
corrosion control coatings, flooring coatings, and other construction chemicals.
Industrial companies include Stonhard, Tremco, illbruck, Carboline, Flowcrete,
and Euclid Chemical. Consumer brands include Rust-Oleum, DAP, Zinsser,
Varathane, and Testors. Specialty segment companies include Day-Glo, Dryvit,
RPM Wood Finishes, Mantrose-Haeuser, RPM Belgium, Legend Brands, KopCoat, and TCI.
Booth #615
TD Ameritrade U is the only educational program that brings the #1-ranked
thinkorswim® trading platform* into the classroom for free. It’s open to
accredited private and public universities and colleges. Designed by traders for
professors and students, TD Ameritrade U is an easy-to-implement, educational
program that unites virtual trading and real-world market experience.
www.tdameritradeu.com
www.rpminc.com • info@rpminc.com
Booth #514
Booth #415
Spectra Energy Partners, LP (NYSE: SEP) is a Houston-based master limited
partnership, formed by Spectra Energy Corp. (NYSE: SE). SEP is one of the
largest MLPs in the United States and owns interests in pipelines and storage
facilities that connect growing supply areas to high-demand markets for natural
gas and crude oil.
The Costa Rica Team SA is an investment firm specializing in tangible assets
and land acquisitions. With a very strong position in Costa Rica, full-service
management, legal, and structuring resources, The Costa Rica Team is
comprised of world-class professionals from multiple countries bridging North
American and European investors to the emerging market of Central and
Latin America.
www.thecostaricateam.com
www.spectraenergypartners.com • IR-SEP@spectraenergy.com
PETROSOUTH ENERGY
(a subsidiary of TSF Energy)
Booth #318
TSF Energy is a “right sized” privately held corporation with operations based
in Colombia South America. TSF was created as price of oil recently plunged
below $40 per barrel to capture oil & gas assets at bargain basement prices. Our
main focus is to purchase companies and high value oil & gas properties and
production from financially motivated companies. TSF focuses on reserve growth
thru field development, step change operational improvements, exploration and
timely production acquisitions, concentrating in high-yield, low-risk areas.
Booth #618
Booth #626
Turner Capital Investments, LLC, is a boutique stock market investment firm
driven to provide its clients with a tactical and profitable advantage. We trade
on trends, fundamentals, and momentum using a rules-based, disciplined
approach in the management of our highly focused, non-diversified portfolios
which are designed to balance net total return with the lowest acceptable risk.
www.turnercapitalinvestments.com • info@turnercapitalinvestments.com
THANK YOU TO ALL OF OUR LONGSTANDING SPONSORS, FOR 34 YEARS
OF EXCELLENT PRODUCTS & SERVICES.
Over 10 Years of Participation
Investors looking for low-risk, high-yield alternative investments can look no
further than the Talia Jevan Realty Fund I. Join the team that set the standards
and methodologies that generated more than 30% annual gains on equity for
their in-house portfolio. The Talia Jevan Realty Fund I is your path to owning
Class-A real estate without paying egregious fees and commissions.
taliajevan.com • contact@taliajevan.com
59
NOTES
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No content presented at this Event or through Membership Programs by an independent source, or by
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60
to analyze and review all potential investments prior to making any investment decisions. The
Producer does not and cannot investigate transactions by speakers, exhibitors or contributors
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NOTES
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61
ALWAYS BE
BUYING LOW
7.
$
3:11 PM
Trade Confirmation:
1250 shares of CVL
Commission:
$7.95
95
TRADES
Get a great price for online U.S. equity trades
that’s lower than Schwab, TD Ameritrade, and E*Trade.*
FREE iSHARES® & FIDELITY ETFS
We offer you more commission-free** iShares
and Fidelity ETFs than anyone.
NO TRANSACTION FEE
Choose from hundreds of no-load mutual funds.†
OPEN AN ACCOUNT GET 500 FREE TRADES † †
Visit Fidelity.com/AlwaysBe, or call 800.Fidelity
Where smarter investors will always be.
STOCKS | BONDS | MUTUAL FUNDS | ETFS | OPTIONS
**Free commission offer applies to online purchases of Fidelity ETFs and select iShares ETFs in a Fidelity brokerage account. Fidelity accounts may require
minimum balances. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). iShares ETFs and Fidelity ETFs are
subject to a short-term trading fee by Fidelity if held less than 30 days. ETFs are subject to management fees and other expenses.
Get 500 commission-free trades good for 2 years, access to Active Trader Pro®, and a $200 Apple® Store Gift Card when you deposit $100,000 into a non-retirement brokerage account.
Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Trades are limited to online domestic equities and options and must be used within two years. Options trades
are limited to 20 contracts per trade. Offer valid for new and existing Fidelity customers opening or adding to an eligible Fidelity IRA or Fidelity brokerage retail account. Accounts receiving $100,000 or more
will receive 500 free trades. Account balance of $100,000 must be maintained for at least nine months; otherwise, normal commission schedule rates may be retroactively applied to any free trade executions.
See Fidelity.com/bundleoffer1 for further details. Apple Gift Cards can be redeemed at any Apple Store. Other terms and conditions may apply. Apple is a registered trademark of Apple Inc. All rights
reserved. Apple is not a participant in or sponsor of this promotion.
Screens are for illustrative purposes only.
$7.95 commission applies to online U.S. equity trades in a Fidelity account with a minimum opening balance of $2,500 for Fidelity Brokerage Services LLC retail clients. Sell orders are
subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Other conditions may apply. See Fidelity.com/commissions for details.
*Commission comparison based on published website commission schedules, as of 10/1/2015, for E*Trade, Schwab, and TD Ameritrade for online U.S. equity trades and for E*Trade
customers who make fewer than 1,500 trades per quarter. See Fidelity.com/compare for details.
†
Other fees and expenses applicable to continued investment are described in the fund’s current prospectus.
††
Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a
prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.
Fidelity Brokerage Services LLC, Member NYSE, SIPC. © 2015 FMR LLC. All rights reserved. 736002.2.0

ORLANDO - MoneyShow.com

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