The MoneyShow Las Vegas/TradersEXPO 2026

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The MoneyShow Las Vegas/TradersEXPO 2026

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About the Event

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

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

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Event Agenda
  • Feb 22, 2026
  • Feb 23, 2026
  • Feb 24, 2026
  • Feb 25, 2026
10:30 to 10:40

Welcome Remarks

speaker headshot

Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and conferences and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. Mr. Larson produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading several other past products. His areas of expertise as an analyst include domestic and global interest rates, commercial and residential real estate, and central bank policy.

10:45 to 11:10

Surviving Bitcoin's Bear Market

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Ryan Wilday
Analyst, Cryptocurrency Trading Service, ElliottWaveTrader.net

Ryan Wilday

Analyst, Cryptocurrency Trading Service, ElliottWaveTrader.net

Ryan Wilday has over two decades of experience trading equities, futures, and options. He began trading cryptocurrencies in 2013, and today, he melds his deep knowledge of the cryptocurrency market with Elliott Wave theory. In August 2017, Mr. Wilday launched his Cryptocurrency Trading service on elliottwavetrader.net.

In his recent talks at Moneyshow, Ryan looked for a major top in Bitcoin at $125K. So far, that call was prescient. In this talk, Ryan will discuss how to safely accumulate Bitcoin while it is cheap, before its next big run.

11:15 to 11:40

The Ultimate Guide to Bitcoin Investing

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Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Matt Hougan

Chief Investment Officer, Bitwise Asset Management

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

In this special session, Bitwise CIO Matt Hougan shares how he discusses the long-term outlook for bitcoin with large institutional investors. He'll review the long-term outlook for bitcoin returns, correlation, and volatility, and why he thinks bitcoin will (eventually) top $1 million.

11:45 to 12:10

Crypto in a Volatile World: How Investors Should really Approach Digital Assets

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Merlin Rothfeld
Senior Director, Trading Academy

Merlin Rothfeld

Senior Director, Trading Academy

Merlin Rothfeld has been an active trader since 1996 and is currently a senior director at Trading Academy. As one of the first students of the academy, he took his expertise to Europe where he built financial training materials for banks, brokerages, and universities, including the first ever trading lab in Europe. His experience ranges from long-term investing to short-term high-volume trading. Mr. Rothfeld trades stocks, options, futures, forex, and cryptocurrency. He has led the development of OTA's digital asset program and is featured on the company's Monday Morning Must-Knows show.

With headlines swinging wildly between boom and bust, how should investors actually approach crypto today? In this solo session, Merlin Rothfeld cuts through the noise to explain how digital assets may fit into a modern portfolio - from positioning sizing and risk management to understanding volatility, cycles, and long-term use cases.

12:15 to 12:45

Fireside Chat with Tony Edward and Ophelia Snyder

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Tony Edward
Founder & Host, Thinking Crypto Podcast

Tony Edward

Founder & Host, Thinking Crypto Podcast

Tony Edward is an author, the visionary founder of the Thinking Crypto Podcast, and a passionate crypto/blockchain enthusiast. With a keen interest in the crypto space since 2016, Tony has established himself as a knowledgeable and influential figure. His podcast features insightful interviews with politicians, founders, CEOs, and other prominent personalities, offering listeners a deep dive into the world of cryptocurrency and blockchain technology.

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Ophelia Snyder
Co-Founder, 21Shares

Ophelia Snyder

Co-Founder, 21Shares

Ophelia Snyder is the co-founder of 21shares, where she redefined the intersection of traditional finance and crypto. In October 2025, 21shares was acquired by FalconX, marking the largest exit by a female founder in crypto. Snyder has been recognized for bridging institutions and digital finance by being named to Forbes' "30 Under 30," BILANZ's "Top 100 Bankers," and CoinDesk's "Top 50 Women in Web3 & AI". A Stanford and NYU Stern graduate, she champions responsible blockchain adoption, financial inclusion, and cultivating the next generation of fintech leaders.

12:50 to 13:20

Crypto/Bitcoin/Digital Assets Panel

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David LaValle
President, CoinDesk Data & Indices

David LaValle

President, CoinDesk Data & Indices

David LaValle is president of CoinDesk Data & Indices, a portfolio company of Bullish Group, a leading institutional digital asset trading platform. Mr. LaValle has over two decades of experience across both traditional financial services and digital assets, with a track record of leadership in executive roles and business expansion. Previously, he served as senior managing director, global head of ETFs at Grayscale Investments, was chief executive officer of VettaFi (formerly Alerian), and held senior leadership roles at State Street Global Advisors and Nasdaq. A graduate of Georgetown University (BA), David began his career in trading on the floors of the New York and American Stock Exchanges before moving into senior leadership roles across the financial industry. He served on the board of the Security Traders Association of New York (STANY) and currently sits on the advisory board of the Wall Street Rides FAR charity initiative.

speaker headshot

Merlin Rothfeld
Senior Director, Trading Academy

Merlin Rothfeld

Senior Director, Trading Academy

Merlin Rothfeld has been an active trader since 1996 and is currently a senior director at Trading Academy. As one of the first students of the academy, he took his expertise to Europe where he built financial training materials for banks, brokerages, and universities, including the first ever trading lab in Europe. His experience ranges from long-term investing to short-term high-volume trading. Mr. Rothfeld trades stocks, options, futures, forex, and cryptocurrency. He has led the development of OTA's digital asset program and is featured on the company's Monday Morning Must-Knows show.

speaker headshot

Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Matt Hougan

Chief Investment Officer, Bitwise Asset Management

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

speaker headshot

Frank Holmes
Interim CEO and Executive Chairman, HIVE Digital Technologies, Ltd.

Frank Holmes

Interim CEO and Executive Chairman, HIVE Digital Technologies, Ltd.

Frank Holmes is the CEO and CIO of U.S. Global Investors, known for its mutual fund and ETF offerings in gold and precious metals, emerging markets, natural resources and airlines. He is a much sought-after keynote speaker and regular contributor to major financial media outlets. Mr. Holmes also serves as Chairman of HIVE Digital Technologies.

speaker headshot

Andrew McCormick
Head, eToro US

Andrew McCormick

Head, eToro US

Andrew McCormick is the Head of eToro US, where users can trade equities, cryptoassets, and options on a single easy-to-use platform. He joined eToro in early 2022 as a lawyer and now leads the eToro US team. Mr. McCormick previously focused on regulatory matters at leading investment firms including E*TRADE and Morgan Stanley, and started his career as a litigator at the law firm of Eversheds Sutherland LLP. With his experience in traditional finance, he brings his passion for promoting the transformative power of capital markets to the disruptive world of fintech. Mr. McCormick holds a B.A. from the University of Virginia and a J.D. from George Mason University. He is licensed to practice law in Virginia, Washington D.C., and New York, and has his Series 7, 63, and 24 securities licenses.

13:20 to 13:30

Closing Remarks

speaker headshot

Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and conferences and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. Mr. Larson produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading several other past products. His areas of expertise as an analyst include domestic and global interest rates, commercial and residential real estate, and central bank policy.

14:30 to 14:40

Welcome Remarks

speaker headshot

Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and conferences and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. Mr. Larson produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading several other past products. His areas of expertise as an analyst include domestic and global interest rates, commercial and residential real estate, and central bank policy.

14:45 to 15:15

Beyond the Hype: How AI Is Reshaping Markets - and Where the Real Opportunities Are

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Sydney Armani
Chairman and CEO, AI Fintech World Group

Sydney Armani

Chairman and CEO, AI Fintech World Group

Sydney Armani is a seasoned Silicon Valley veteran with over 30 years of experience as an entrepreneur, investor, and advisor in emerging technologies. He is the founder of AI World Fund for AI Startups & Accelerator, a venture platform dedicated to supporting the next generation of AI innovation through strategic investment, mentorship, and growth acceleration. Mr. Armani also leads AI World Media Group, a global platform at the forefront of Enterprise AI, AI-powered content creation, and AI data center infrastructure. Under his leadership, the company delivers real-time industry intelligence and personalized media automation to a global audience of over 250,000 subscribers, empowering decision-makers across sectors. Renowned for his forward-thinking approach, Sydney has been a driving force in blockchain innovation, enterprise AI, and digital infrastructure. He currently serves as a blockchain advisor at the Stanford Blockchain Lab, contributing to advancing decentralized technologies and the future of AI's foundational infrastructure. His expertise has made him a recognized thought leader in AI investment, smart infrastructure, and next-generation digital platforms.

Artificial Intelligence is no longer a future trend - it's already transforming entire industries and capital flows. In this session, Sydney breaks down how AI is driving real economic change, where institutional money is moving, and how investors can identify durable opportunities beyond the headlines.

15:20 to 15:45

Liquidity and AI Stocks - Why It's the Number One Factor Affecting Them Right Now

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Michael Lee
Founder, Michael Lee Strategy

Michael Lee

Founder, Michael Lee Strategy

Michael Lee is the founder of Michael Lee Strategy, an investment management and wealth planning firm. A 20+ year veteran of the financial services industry, he is one of the most sought-after voices in the industry. Mr. Lee appears regularly on Fox Business and on many other financial media outlets to comment on economics, financial markets, and the effect of politics on both.

In this session we will discuss central bank liquidity, government shutdowns, and how this effects AI stocks in the short & long term.  

15:50 to 16:20

From Indian Bards to AI Bots: The Last Human Edge For Investors

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Joe Markman
Principal, Markman Capital Insight

Joe Markman

Principal, Markman Capital Insight

Joe Markman is chief operations officer and marketing strategist at Markman Capital Insight, a technology-focused financial research company based in Seattle, Washington. Joe brings an entrepreneurial background and valuable insights into the great digital transformation, which we believe is the single most important business development of the century. He previously developed a successful innovative shoreline restoration venture in Seattle that was ultimately sold to a a large recycling company. At Markman Capital Insight, Joe directs operations, enhances customer experiences, and drives growth, positioning the firm at the forefront of sectors such as AI, cloud computing, and connected technologies. His hands-on approach and keen market acumen equip him to guide investors through the complexities of the digital economy.

From illiterate bards who could recite 4,000-stanza epics to ChatGPT parsing millions of pages in seconds, every technology shift has traded one human superpower for another. This session shows investors what cognitive abilities they’re about to lose to AI, and which rare human traits will become the last durable edge in public markets.

16:25 to 16:55

Can Tech Stocks Continue to Drive the Market Higher?

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

Mark Mahaney

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

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

• Get an updated outlook on key tech sector trends and stock recommendations for 2026.

• Find out which macro and industry drivers will impact what stocks.

17:00 to 17:30

Tech and AI Panel

speaker headshot

Joe Markman
Principal, Markman Capital Insight

Joe Markman

Principal, Markman Capital Insight

Joe Markman is chief operations officer and marketing strategist at Markman Capital Insight, a technology-focused financial research company based in Seattle, Washington. Joe brings an entrepreneurial background and valuable insights into the great digital transformation, which we believe is the single most important business development of the century. He previously developed a successful innovative shoreline restoration venture in Seattle that was ultimately sold to a a large recycling company. At Markman Capital Insight, Joe directs operations, enhances customer experiences, and drives growth, positioning the firm at the forefront of sectors such as AI, cloud computing, and connected technologies. His hands-on approach and keen market acumen equip him to guide investors through the complexities of the digital economy.

speaker headshot

Sydney Armani
Chairman and CEO, AI Fintech World Group

Sydney Armani

Chairman and CEO, AI Fintech World Group

Sydney Armani is a seasoned Silicon Valley veteran with over 30 years of experience as an entrepreneur, investor, and advisor in emerging technologies. He is the founder of AI World Fund for AI Startups & Accelerator, a venture platform dedicated to supporting the next generation of AI innovation through strategic investment, mentorship, and growth acceleration. Mr. Armani also leads AI World Media Group, a global platform at the forefront of Enterprise AI, AI-powered content creation, and AI data center infrastructure. Under his leadership, the company delivers real-time industry intelligence and personalized media automation to a global audience of over 250,000 subscribers, empowering decision-makers across sectors. Renowned for his forward-thinking approach, Sydney has been a driving force in blockchain innovation, enterprise AI, and digital infrastructure. He currently serves as a blockchain advisor at the Stanford Blockchain Lab, contributing to advancing decentralized technologies and the future of AI's foundational infrastructure. His expertise has made him a recognized thought leader in AI investment, smart infrastructure, and next-generation digital platforms.

speaker headshot

Michael Lee
Founder, Michael Lee Strategy

Michael Lee

Founder, Michael Lee Strategy

Michael Lee is the founder of Michael Lee Strategy, an investment management and wealth planning firm. A 20+ year veteran of the financial services industry, he is one of the most sought-after voices in the industry. Mr. Lee appears regularly on Fox Business and on many other financial media outlets to comment on economics, financial markets, and the effect of politics on both.

speaker headshot

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

Mark Mahaney

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

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

08:00 to 08:15

Welcome Remarks

speaker headshot

Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and conferences and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. Mr. Larson produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading several other past products. His areas of expertise as an analyst include domestic and global interest rates, commercial and residential real estate, and central bank policy.

08:00 to 09:00

Beginner Trading Strategies Built for Funded Accounts

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Matt DeLong
CEO, Push Button Trading

Matt DeLong

CEO, Push Button Trading

As the CEO of Push Button Trading, Matthew DeLong brings his wealth of knowledge and experience to the table, teaching classes/courses, live webinars, group mentoring sessions, and free classes to the community. His experience includes founding 15 startups, serving on multiple boards of directors, and investing in startup companies and real estate. He is an author, entrepreneur, speaker, and trader.

Funded accounts reward discipline, not luck. Learn beginner trading strategies designed to help new traders pass evaluations by focusing on risk control, consistency, and rule-based execution. Ideal for traders who want a structured path from evaluation to payout.

08:15 to 08:35

Can Tech Stocks Continue to Drive the Market Higher?

speaker headshot

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

Mark Mahaney

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

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

Get an updated outlook on key tech sector trends and stock recommendations for 2026. • Find out which macro and industry drivers will impact what stocks.

08:40 to 08:50

As the World Turns: War, Ai and the Hard Assets That Matter When Volatility Hits

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Frank Holmes
Interim CEO and Executive Chairman, HIVE Digital Technologies, Ltd.

Frank Holmes

Interim CEO and Executive Chairman, HIVE Digital Technologies, Ltd.

Frank Holmes is the CEO and CIO of U.S. Global Investors, known for its mutual fund and ETF offerings in gold and precious metals, emerging markets, natural resources and airlines. He is a much sought-after keynote speaker and regular contributor to major financial media outlets. Mr. Holmes also serves as Chairman of HIVE Digital Technologies.

Frank Holmes unpacks a world where volatility is no longer episodic, but structural. Geopolitics, defense, AI, and capital markets are now tightly linked, reshaping how investors think about risk, resilience, and real value. From defense and AI compute to digital assets and gold, this is a new investment playbook built around necessity, not narrative.

08:50 to 09:10

Navigating the Crypto Landscape: Making Sense of 17,000 Crypto Assets

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Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Matt Hougan

Chief Investment Officer, Bitwise Asset Management

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

Discover the differences and features of Bitcoin, Ethereum, Solana, Aave and other cryptocurrencies.

09:15 to 09:30

Retail Investing vs Income Investing

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Josh Tolley
CEO & Owner, SCEPTYR

Josh Tolley

CEO & Owner, SCEPTYR

Josh Tolley, Chairman of Tolley & Co, serves as CEO of Sceptyr, a leading finance and commerce company focused on creating and protecting generational wealth. He has been featured by Fox Business, NPR, Kiplinger, and others.

Are you an actual investor or just a customer? With so many people settling for returns that fail to transform wealth, Josh Tolley will explain the vast difference between where most investors are, which is really nothing more than a source of income for large financial firms, and where they should be, which is running their investment activities at the same profit level as any other business activity! This will be one of the most impactful and transformative messages Josh has given regarding the future of accredited investment opportunities.

09:15 to 10:00

How to Find the Next 10x Stock - 5 Stocks to Buy in 2026

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Ryan Irvine
President and CEO, KeyStone Financial

Ryan Irvine

President and CEO, KeyStone Financial

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

Most investors dream of finding the next 10-bagger that truly changes a portfolio, like KeyStone's recommendations of little-known but highly profitable stocks, including Hammond Power (HPS.A: TSX) up 20,000%, Boyd (BYD: TSX) up 9,250%, Janna (JAN: TSX) (acquired at $90), WFI (WFI: TSX) (acquired at $30.60), or XPEL (XPEL: NASDAQ). To identify stocks with 10x potential, you need to know where to look. If you want to find the next 10x stock, the data is clear - the key is small, growing, profitable, and undiscovered. However, there are more than 5,000 small-cap stocks listed in the United States and Canada. We show you the key elements to identify the next 10x stock and how to position your portfolio to benefit from these game-changing investments. Most importantly, Ryan presents 4 new Buy recommendations from our research, you can add to your portfolio today, including: 1. Top unknown Gold Stock, half its value in cash, trading at 5x earnings (3-4x return potential & great dividend growth). 2. A high-growth, highly profitable US & UK lender trading under 10x eps. 3. A growing US manufacturing consolidator benefiting from the re-shoring boom, trading at 10x earnings. 4. A cash-rich international oil producer trading under 2.5 times EV/FCF and 1.3 times EV/EBITDA.

09:30 to 09:50

ETFs 2026: Find the Treasure. Avoid the Traps.

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Dave Nadig
Independent ETF Expert and Financial Futurist, Nadig.com

Dave Nadig

Independent ETF Expert and Financial Futurist, Nadig.com

Dave Nadig is an independent ETF expert and financial futurist with over 30 years in the investment management and ETF business. Previously, he has served as financial futurist for VettaFi, CEO of ETF.com, director of research at ETFTrends.com, director of exchange traded funds at FactSet Research Systems, and managing director & chief strategy officer of Barclays Global Investors. You can subscribe to Mr. Nadig's regular ETF analysis at nadig.com, or view him on the ExcessReturns Podcast network. He is the author of A Comprehensive Guide to Exchange Traded Funds which was published by the CFA Institute and is broadly on social media as @DaveNadig

Dave will dissect the explosive growth in ETFs - highlighting key opportunities and the easy-to-miss traps. • Find out about the appropriate (and ridiculous) - use of leverage in ETF investing and what works and what's problematic in Crypto ETFs.

09:55 to 10:15

Latest Energy Market Insights and Trends

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Tim Davis
Co-Founder and Managing Partner, Basin Ventures

Tim Davis

Co-Founder and Managing Partner, Basin Ventures

For over 15 years, Tim Davis has practiced law in several capacities. He brings an in-depth understanding of contracts, agreements, and regulatory compliance, which allows Basin to ensure deals and projects are structured correctly and investor or partner interests are protected.

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Adam Butcher
President and Managing Partner, Basin Ventures

Adam Butcher

President and Managing Partner, Basin Ventures

Adam Butcher has 20 years of experience as a land broker, business owner, and investor. He managed projects on behalf of energy leaders such as Chesapeake Energy, Kimmeridge Energy, and over 40 industry players. Mr. Butcher's expertise in the land and legal aspects of the energy industry extends throughout the United States.

The energy market is constantly evolving - and investors who want to stay a step ahead need insights from the market's bleeding edge • Join Adam and Tim as they give you their up-to-date, on-the-ground insights about what is happening in energy ... and how you can capitalize • You'll also learn about the income, profit, and tax benefits available form select energy investments

10:15 to 10:35

What Does the Future Hold for the S&P 500, Gold, and Silver?

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Avi Gilburt, Esq
Founder, ElliottWaveTrader.net

Avi Gilburt, Esq

Founder, ElliottWaveTrader.net

Avi Gilburt is an Elliott Wave market analyst and author of elliottwavetrader.net, a live trading room featuring analysis by a dynamic community of professional traders. Mr. Gilburt's Elliott Wave analysis appears frequently on sites such as TheStreet.com, MarketWatch, Forbes, and Seeking Alpha.

Get a roadmap of how he sees the market topping out - and where he expects the next bear market to take us. • See why Avi believes we are likely coming to the end of a long-term cycle in both the equity and metals markets.

10:15 to 11:00

Filtering Chaos: How to Choose the Right Cryptocurrency & Digital Asset Investments

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Merlin Rothfeld
Senior Director, Trading Academy

Merlin Rothfeld

Senior Director, Trading Academy

Merlin Rothfeld has been an active trader since 1996 and is currently a senior director at Trading Academy. As one of the first students of the academy, he took his expertise to Europe where he built financial training materials for banks, brokerages, and universities, including the first ever trading lab in Europe. His experience ranges from long-term investing to short-term high-volume trading. Mr. Rothfeld trades stocks, options, futures, forex, and cryptocurrency. He has led the development of OTA's digital asset program and is featured on the company's Monday Morning Must-Knows show.

Merlin will empower attendees in this session by demystifying cryptocurrencies, NFTs, DeFi, and more - and offering practical frameworks to evaluate opportunities, manage risks, and build a diversified portfolio • Plus, find out how to explore emerging trends, navigate regulatory landscapes, and master security best practices with actionable insights - whether you're a novice or seasoned crypto investor

10:40 to 11:00

Drilling for Success: Unlocking Oil Investment Opportunities

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Dan Sauer
President and CEO, Vertical Petroleum Industries

Dan Sauer

President and CEO, Vertical Petroleum Industries

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

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

11:00 to 11:20

Digital Assets: Risk, Reward, Reality

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Andrew McCormick
Head, eToro US

Andrew McCormick

Head, eToro US

Andrew McCormick is the Head of eToro US, where users can trade equities, cryptoassets, and options on a single easy-to-use platform. He joined eToro in early 2022 as a lawyer and now leads the eToro US team. Mr. McCormick previously focused on regulatory matters at leading investment firms including E*TRADE and Morgan Stanley, and started his career as a litigator at the law firm of Eversheds Sutherland LLP. With his experience in traditional finance, he brings his passion for promoting the transformative power of capital markets to the disruptive world of fintech. Mr. McCormick holds a B.A. from the University of Virginia and a J.D. from George Mason University. He is licensed to practice law in Virginia, Washington D.C., and New York, and has his Series 7, 63, and 24 securities licenses.

Explore how retail investors are driving cryptoasset and blockchain-based innovations, reshaping the financial ecosystem. • Gain practical insights on the opportunities and risks in this asset class.

11:15 to 12:15

The Collar Strategy: Covered Call Writing with Protective Puts

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Dr. Alan Ellman
President, The Blue Collar Investor Corp.

Dr. Alan Ellman

President, The Blue Collar Investor Corp.

Dr. Alan Ellman is president of The Blue Collar Investor Corp. and author of 9 best-selling books on covered call writing and selling puts. His 4th book, Stock Investing for Students, is now required reading at several colleges. Alan has been trading stock options since 1995, and The Blue Collar Investor Corp. was started in January 2007. He has also produced several video courses, published hundreds of articles, and produced hundreds of videos on this subject. Dr. Ellman has been a frequent guest on financial forums such as the Options Industry Council's Wide World of Options, StockCharts TV, and The Money Answers Radio program. He is also a national speaker for The MoneyShow, a contributor for the Options Industry Council and the American Association of Individual Investors, as well as an educational contributor to Nasdaq.com. Alan was also named best teacher of covered calls on Snapchat GPT. He is on the Board of Directors for Education for Quasar Markets and has completed the Series 65-Investment Advisor Rep requirements. He has also served as an expert witness and consultant in a multi-million-dollar options trial.

Learn how the collar strategy can protect covered call trades from catastrophic share loss • It sets a ceiling on the trade, while the protective put involved guarantees a floor on the trade • Alan will show you the uses for this strategy, how to enter a trade, discuss the pros and cons, and walk you through real-life examples

11:25 to 11:50

The Mini-IPO Advantage: How Regulation A Opens Institutional-Style Deals to Everyday Investors

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Charles Williams
Owner and Managing Member

Charles Williams

Owner and Managing Member

Charles Williams, a Dallas native and former engineer turned financier, built a national reputation as a visionary commercial real estate lender, developer, and podcast host—bridging technical precision with financial innovation to create transformative real estate and investment opportunities across communities.

In this session, Charles Williams explains Regulation A (“mini-IPO”) offerings and why they are changing access to investment opportunities that historically were reserved for accredited investors. The talk focuses on the practical investor impact: how Regulation A can offer a higher disclosure standard than many private placements, including publicly filed offering materials and, in many cases, audited financial statements and ongoing reporting. Attendees will learn how Regulation A structures can resemble institutional deal economics, what to watch for in terms of liquidity and risk, and a simple diligence framework for evaluating offerings—so they can compare Regulation A opportunities against more traditional private offerings such as Regulation D and make more informed decisions.

11:50 to 12:10

From Stablecoins to Tokenization - Key Crypto Developments and How to Capitalize on Them

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Tony Edward
Founder & Host, Thinking Crypto Podcast

Tony Edward

Founder & Host, Thinking Crypto Podcast

Tony Edward is an author, the visionary founder of the Thinking Crypto Podcast, and a passionate crypto/blockchain enthusiast. With a keen interest in the crypto space since 2016, Tony has established himself as a knowledgeable and influential figure. His podcast features insightful interviews with politicians, founders, CEOs, and other prominent personalities, offering listeners a deep dive into the world of cryptocurrency and blockchain technology.

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Ophelia Snyder
Co-Founder, 21Shares

Ophelia Snyder

Co-Founder, 21Shares

Ophelia Snyder is the co-founder of 21shares, where she redefined the intersection of traditional finance and crypto. In October 2025, 21shares was acquired by FalconX, marking the largest exit by a female founder in crypto. Snyder has been recognized for bridging institutions and digital finance by being named to Forbes' "30 Under 30," BILANZ's "Top 100 Bankers," and CoinDesk's "Top 50 Women in Web3 & AI". A Stanford and NYU Stern graduate, she champions responsible blockchain adoption, financial inclusion, and cultivating the next generation of fintech leaders.

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Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Matt Hougan

Chief Investment Officer, Bitwise Asset Management

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

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David LaValle
President, CoinDesk Data & Indices

David LaValle

President, CoinDesk Data & Indices

David LaValle is president of CoinDesk Data & Indices, a portfolio company of Bullish Group, a leading institutional digital asset trading platform. Mr. LaValle has over two decades of experience across both traditional financial services and digital assets, with a track record of leadership in executive roles and business expansion. Previously, he served as senior managing director, global head of ETFs at Grayscale Investments, was chief executive officer of VettaFi (formerly Alerian), and held senior leadership roles at State Street Global Advisors and Nasdaq. A graduate of Georgetown University (BA), David began his career in trading on the floors of the New York and American Stock Exchanges before moving into senior leadership roles across the financial industry. He served on the board of the Security Traders Association of New York (STANY) and currently sits on the advisory board of the Wall Street Rides FAR charity initiative.

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Merlin Rothfeld
Senior Director, Trading Academy

Merlin Rothfeld

Senior Director, Trading Academy

Merlin Rothfeld has been an active trader since 1996 and is currently a senior director at Trading Academy. As one of the first students of the academy, he took his expertise to Europe where he built financial training materials for banks, brokerages, and universities, including the first ever trading lab in Europe. His experience ranges from long-term investing to short-term high-volume trading. Mr. Rothfeld trades stocks, options, futures, forex, and cryptocurrency. He has led the development of OTA's digital asset program and is featured on the company's Monday Morning Must-Knows show.

If you're looking to go behind the headlines in the crypto space, THIS panel is for you • Learn how the explosion of Stablecoins, increased tokenization of assets, and the proliferation of crypto ETFs is driving the industry forward • Then find out exactly which cryptos, projects, and digital assets you should follow - or add to YOUR portfolio

12:15 to 13:00

The Biggest Trends, Risks, and Opportunities for the Year Ahead (and Beyond)

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Jason Schenker
President, Prestige Economics

Jason Schenker

President, Prestige Economics

Jason Schenker is a globally recognized futurist, top-ranked economist, and bestselling author. He leads Prestige Economics and The Futurist Institute, advising executives and policymakers on future risks and opportunities. Mr. Schenker is the author of 16 bestselling books, over 1.5 million learners have taken his online courses on LinkedIn, and Bloomberg News has ranked him the #1 forecaster in the world in 35 different categories, including currencies, oil prices, gold prices, and US jobs. Jason is also faculty for the Joint Special Operations University at USSOCOM, a contributor to Forbes, and a LinkedIn Top Voice.

Get a comprehensive breakdown of global, national, and regional economics• Learn what "Cold War Two" is — and what impact it will have on markets

12:30 to 13:15

Which Stocks or ETFs Should I Buy? MoneyFlows shows us where to invest. Score your stocks and ETFs today!

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Jason Bodner
Co-Founder, MoneyFlows

Jason Bodner

Co-Founder, MoneyFlows

Jason Bodner is an accomplished investor and stock researcher reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith. Previously, Mr. Bodner served as director of European equity derivatives for Cantor Fitzgerald Europe in London, then moved to the role of head of equity derivatives North America for the same company in New York. He also served as SVP equity derivatives for Jefferies, LLC.

13:00 to 14:00

Exhibit Hall Break

13:00 to 14:00

Meet and Greet and Book Signing with Jason Schenker

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Jason Schenker
President, Prestige Economics

Jason Schenker

President, Prestige Economics

Jason Schenker is a globally recognized futurist, top-ranked economist, and bestselling author. He leads Prestige Economics and The Futurist Institute, advising executives and policymakers on future risks and opportunities. Mr. Schenker is the author of 16 bestselling books, over 1.5 million learners have taken his online courses on LinkedIn, and Bloomberg News has ranked him the #1 forecaster in the world in 35 different categories, including currencies, oil prices, gold prices, and US jobs. Jason is also faculty for the Joint Special Operations University at USSOCOM, a contributor to Forbes, and a LinkedIn Top Voice.

13:15 to 13:45

Energy Finance: How to Generate Income, Profits by Teaming with Best-in-Class Operators

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Tim Davis
Co-Founder and Managing Partner, Basin Ventures

Tim Davis

Co-Founder and Managing Partner, Basin Ventures

For over 15 years, Tim Davis has practiced law in several capacities. He brings an in-depth understanding of contracts, agreements, and regulatory compliance, which allows Basin to ensure deals and projects are structured correctly and investor or partner interests are protected.

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Adam Butcher
President and Managing Partner, Basin Ventures

Adam Butcher

President and Managing Partner, Basin Ventures

Adam Butcher has 20 years of experience as a land broker, business owner, and investor. He managed projects on behalf of energy leaders such as Chesapeake Energy, Kimmeridge Energy, and over 40 industry players. Mr. Butcher's expertise in the land and legal aspects of the energy industry extends throughout the United States.

- Basin Ventures is a leader in energy asset management, focusing on non-operated working interests, partnering with best-in-class operators around the United States. - With over 100 years of combined experience, our team has directly managed and deployed $1.25 billion since 2014, across numerous energy sector and other projects. - We diversify across multiple proven basins, multiple proven operators, and, most importantly, we have opportunistic exposure to both oil and natural gas producing assets

13:15 to 14:00

From Volatility to Visibility: How Professional Investors Build Predicable Returns in Any Market

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Shawn Muneio
Managing Partner, BeQuest Asset Management

Shawn Muneio

Managing Partner, BeQuest Asset Management

Shawn Muneio is a managing partner of Bequest Asset Management. He leads the firm's investment strategies, risk management, and compliance adhering to the Investment Advisors Act and Commodity Exchange Act. Mr. Muneio excels in Reg D 506(c), Reg CF, and Reg A funds across asset classes within real estate and energy.

Why high-net-worth investors and family offices are shifting from upside speculation toward strategic allocation, income durability, and disciplined private market exposure. As equity volatility rises, correlation increases, and concentration risk quietly builds inside traditional portfolios, predictable returns and income is becoming more valuable than chasing the next market breakout. In this session, you'll learn how professional investors and family offices allocate capital to generate consistent 8-12% targeted returns and how to use a proven capital allocation plan – including a complimentary resource – to align your goals, optimize risk, and build reliable long-term returns.

13:30 to 15:30

Building a Simple 15-25 Stock Portfolio: The New Model and Eight Great Stocks to BUY Today*

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Brennan Habetler
Investment Analyst, KeyStone Financial

Brennan Habetler

Investment Analyst, KeyStone Financial

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

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Ryan Irvine
President and CEO, KeyStone Financial

Ryan Irvine

President and CEO, KeyStone Financial

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

If you're an individual who is serious about building a simple, 15-20 stock portfolio - this course is for your! Join Ryan Irvine, president and CEO of Keystone Financial, and Brennan Habetler, analyst at Keystone as they ... • Detail the types of capital-compounding, great stocks to focus on • Show you their process with the help of real-world examples • Discuss how small-cap dividend growth stocks can provide market-beating returns with less risk • Share an outline of the "orphaned stock" opportunity - as well as list the eight profitable stocks you should buy right away • Give you their 2026 market outlook - including a discussion of current valuations from a historical perspective Plus, find out what to do with commodity stocks, and what's next for gold, oil, copper, and uranium (as well as dividend stocks in a lower-rate environment)

13:30 to 14:15

Building Wealth, Building Communities – Inside the PRC Equity Fund

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Charles Williams
Owner and Managing Member

Charles Williams

Owner and Managing Member

Charles Williams, a Dallas native and former engineer turned financier, built a national reputation as a visionary commercial real estate lender, developer, and podcast host—bridging technical precision with financial innovation to create transformative real estate and investment opportunities across communities.

At Pioneer Realty Capital, we believe doing good and doing well can go hand in hand. This session explores how the PRC Equity Fund delivers consistent investor returns and creates lasting community benefits through investments in affordable, student, and workforce housing. In collaboration with Project PRC, our nonprofit initiative, the fund supports transformative housing programs that change lives. Discover how investors enjoy a 10% annual dividend and participate in 70% of profits — while making a meaningful social impact.

13:55 to 14:25

Invest in an Alternative Asset Class Combining Precious Metals with Fine Art

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Michael Sheppard
Partner and Director of Investor Relations, Treasure Investments Corporation & Foundry Michelangelo

Michael Sheppard

Partner and Director of Investor Relations, Treasure Investments Corporation & Foundry Michelangelo

Michael Sheppard presently serves as a partner and director of investor relations for Treasure Investments Corporation and CEO/chairman of Nevada Mining Company. As former president of the America Cancer Society in Wisconsin, he has raised millions of dollars for charities conducting live auctions using donated Ghiglieri fine art since 1998. Mr. Sheppard has raised over $400,000,000 as president of the National Community Foundation and is a nationally known speaker on estate planning. Recently, he negotiated an international partnership with the renowned Ferdinando Marinelli Foundry in Florence, Italy, granting Treasure Investments the exclusive right to produce the world's only pure silver Pieta by Michelangelo.

14:00 to 14:45

Balance Sheet Bankroll

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Josh Tolley
CEO & Owner, SCEPTYR

Josh Tolley

CEO & Owner, SCEPTYR

Josh Tolley, Chairman of Tolley & Co, serves as CEO of Sceptyr, a leading finance and commerce company focused on creating and protecting generational wealth. He has been featured by Fox Business, NPR, Kiplinger, and others.

Examine how the balance sheet of a business can be utilized in over a dozen ways to create additional income for the company, in some cases surpassing the income generated from the operations of the business. This is the most hidden treasure every business owner fails to realize they already own!

14:00 to 14:45

Why Smart Traders Make Stupid Decisions: Trade What You See, Not What You Think

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Deron Wagner
Founder and Head Portfolio Manager, Morpheus Trading Group

Deron Wagner

Founder and Head Portfolio Manager, Morpheus Trading Group

Deron Wagner is a professional trader, former hedge fund manager, and founder of Morpheus Trading Group (MTG), America's first IEAC-accredited trading education firm. A former proprietary trader who trained professionals at major U.S. trading firms, Wagner has authored five books on trading published by Bloomberg Press, Wiley, and McGraw-Hill, including the Gold Medal–winning Trading ETFs: Gaining an Edge with Technical Analysis. Wagner has appeared on CNBC, ABC, and Yahoo! FinanceVision, and has been a featured speaker at MoneyShow conferences for over 20 years, including internationally at MoneyShow Shanghai. His swing trading newsletter, The Wagner Daily, has been in continuous publication since 2002. Through MTG, he has educated over 5,000 paid students. Known for his psychology-first approach to trading education, Wagner's core philosophy—"Trade What You See, Not What You Think"—emphasizes the behavioral discipline that separates consistently profitable traders from the rest. In 2024, MTG became the first trading education company worldwide to achieve IEAC accreditation. Wagner is currently expanding MTG's flagship TradeQuest certification program across the United States and Southeast Asia.

Why do smart traders make stupid decisions? Former hedge fund manager and Bloomberg Press author Deron Wagner reveals the psychology that separates winners from losers—plus MTG's revolutionary educational format you won't find anywhere else. Kenneth Rippetoe transformed from 20 years of struggle to consistent profitability by mastering his trading psychology. Walk away with frameworks to use immediately.

14:00 to 14:45

As the World Turns: War, Ai and the Hard Assets That Matter When Volatility Hits

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Frank Holmes
Interim CEO and Executive Chairman, HIVE Digital Technologies, Ltd.

Frank Holmes

Interim CEO and Executive Chairman, HIVE Digital Technologies, Ltd.

Frank Holmes is the CEO and CIO of U.S. Global Investors, known for its mutual fund and ETF offerings in gold and precious metals, emerging markets, natural resources and airlines. He is a much sought-after keynote speaker and regular contributor to major financial media outlets. Mr. Holmes also serves as Chairman of HIVE Digital Technologies.

Frank Holmes unpacks a world where volatility is no longer episodic, but structural. Geopolitics, defense, AI, and capital markets are now tightly linked, reshaping how investors think about risk, resilience, and real value. From defense and AI compute to digital assets and gold, this is a new investment playbook built around necessity, not narrative.

14:00 to 14:45

Americas (NYSE-American: USAS): Growing Domestic Silver & Critical Minerals Production

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Robert Buchanan
VP Sustainability & Communication, Americas Gold & Silver

Robert Buchanan

VP Sustainability & Communication, Americas Gold & Silver

Mr. Buchanan has 30 years of mining industry experience in investor relations and public affairs roles. Previously, he was the director of investor relations for TSX-listed Karora Resources (formerly Royal Nickel Corp.) from 2011 to 2024, until its merger with Westgold Resources (valued at C$2.1B). At Karora, he played key role in developing the corporate communications & sustainability strategies. Before joining Karora, he was director, investor relations at TSX and JSE-listed Uranium One from 2007 to 2011. Prior to that, he spent over 10 years in various investor relations and public affairs roles at TSX and NYSE-listed Inco Ltd. and Vale Inco. He has completed the Competent Boards Global Certificate and Designation in ESG, is a Certified Professional in investor relations, and has a bachelor of science degree in Environmental & Resource Science.  

Top Silver Leverage: In a market hungry for silver exposure, Americas Gold & Silver stands out as a silver pure-play, with over 80% of its revenue from silver production. Americas offers investors concentrated leverage to silver prices through a portfolio anchored by some of the highest-grade producing silver mines in the world.


Critical Minerals Exposure: Beyond its primary silver production, the company has a vital position in critical minerals production as the largest active antimony producer in the U.S. This unique combination, of a growing silver producer, coupled with essential critical minerals by-products, positions Americas at the intersection of precious metals investing and government policy-aligned resource exposure. 

14:00 to 14:45

What is Rise Capital Group?

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Brent Franklin
Founder and CEO, Rise Capital Group

Brent Franklin

Founder and CEO, Rise Capital Group

Brent Franklin is the founder and chief executive officer of Rise Capital Group, a privately held investment firm focused on oil and gas asset acquisition and development. With over 170 aum in assets under management and several active funds collectively raising $250 million, he has built a proven reputation for performance, discipline, and consistency.

This session provides an overview of Rise Capital Group, a private capital investment firm and manager of the Energy Flex Fund, an actively managed private oil and gas investment platform designed for accredited investors to invest into oil and gas and other alternatives. Attendees will learn how the fund is structured, its investment strategy across proven fields in the U.S. basins, and the firm’s disciplined approach to mitigate risk, capital allocation, and operational execution while being vertical integrated. The discussion will also cover the multiple investment vehicles within the Energy Flex platform, including its several active funds, and explain how cash flow generates and potential tax advantages are created through participation. 

14:10 to 14:55

How to Forecast Market Direction Up to 3 Days In Advance

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Jeff Tompkins
President and Chief Investment Strategist, Altos Trading

Jeff Tompkins

President and Chief Investment Strategist, Altos Trading

Jeff Tompkins, a professional stock, options, and futures trader, has a BS in finance from Santa Clara University and over 20 years of experience trading the markets. His successful career led him to create Altos Trading, LLC in order to help others achieve financial freedom through consistent and profitable trading strategies. Mr. Tompkins has successfully been trading since 1999, and over the years he has developed an arsenal of highly tested trading strategies which have remained effective regardless of market conditions.

Discover how you can use one simple indicator to accurately predict whether a stock, ETF, forex pair, futures contract, or cryptocurrency is likely to go up or down over the next few days, or even weeks. Better yet, you can have access to this powerful information up to 3 days in advance of the forecasted trend. This can be applied to any chart on any timeframe! Regardless of whether you are just getting started, or you are a seasoned veteran, this is must-have information to make more confident trading decisions.

14:35 to 15:05

Introducing InNova Global Fund: Empowering Change Through Microfinance in Kenya

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

Rudolfo Beltran

Vice President & Head of Capital Acquisition, InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNova Global Fund (formerly Positiviti), brings over three decades of extensive experience in brand management and sales within the beverage industry to his role. With a rich background in senior-level director positions, Mr. Beltran has honed his skills in strategic leadership, market analysis, and customer relationship management. His wealth of knowledge and expertise has been instrumental in driving the growth and success of InNova Global Fund, as they strive to make a positive impact through micro-lending in Kenya. As a visionary leader, Mr. Beltran is deeply committed to fostering partnerships and expanding opportunities for financial inclusion through innovative micro-loan solutions. His dedication to excellence and passion for creating sustainable impact have positioned InNova Global Fund as a Gold sponsor at the prestigious MoneyShow Masters Symposium in Las Vegas. Mr. Beltran's strategic vision and exceptional leadership continue to drive Positiviti Lending toward new heights of success and social responsibility in the world of microfinance.

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

14:50 to 15:20

How AI Will Build and Manage Your Portfolio Soon

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Pouya Taaghol, PhD
CEO and Founder, Financial AI

Pouya Taaghol, PhD

CEO and Founder, Financial AI

Dr. Pouya Taaghol is Founder and CEO of Big Data Federation and its hedge fund subsidiary. A former CTO at Cisco and Intel, he led technology strategy and holds over 70 patents.

Explore how AI can assist in researching, designing, testing, constructing, and monitoring portfolios across equities, options, crypto, and more.

14:55 to 15:40

AI's Data Infrastructure: Three Buy-Now Picks, Two to Watch, and One Moonshot

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Joe Markman
Principal, Markman Capital Insight

Joe Markman

Principal, Markman Capital Insight

Joe Markman is chief operations officer and marketing strategist at Markman Capital Insight, a technology-focused financial research company based in Seattle, Washington. Joe brings an entrepreneurial background and valuable insights into the great digital transformation, which we believe is the single most important business development of the century. He previously developed a successful innovative shoreline restoration venture in Seattle that was ultimately sold to a a large recycling company. At Markman Capital Insight, Joe directs operations, enhances customer experiences, and drives growth, positioning the firm at the forefront of sectors such as AI, cloud computing, and connected technologies. His hands-on approach and keen market acumen equip him to guide investors through the complexities of the digital economy.

Forget the shiny AI models. That's not where the money is. Real alpha lives in the pipes, the data infrastructure behind the curtain. In this session, Joe will show you where the edge is - and how to play it. You'll get three stocks to buy now, two to keep on your radar, and one high-risk, high-reward moonshot. All clear. All actionable. All time-stamped.

14:55 to 15:40

ETF Innovation for Real Investors? Panel

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Jon Fee
Head of Distribution Strategy, BondBloxx

Jon Fee

Head of Distribution Strategy, BondBloxx

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Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Matt Hougan

Chief Investment Officer, Bitwise Asset Management

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

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Dave Nadig
Independent ETF Expert and Financial Futurist, Nadig.com

Dave Nadig

Independent ETF Expert and Financial Futurist, Nadig.com

Dave Nadig is an independent ETF expert and financial futurist with over 30 years in the investment management and ETF business. Previously, he has served as financial futurist for VettaFi, CEO of ETF.com, director of research at ETFTrends.com, director of exchange traded funds at FactSet Research Systems, and managing director & chief strategy officer of Barclays Global Investors. You can subscribe to Mr. Nadig's regular ETF analysis at nadig.com, or view him on the ExcessReturns Podcast network. He is the author of A Comprehensive Guide to Exchange Traded Funds which was published by the CFA Institute and is broadly on social media as @DaveNadig

14:55 to 15:40

How To Not Run Out of Money In Retirement

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Tim Plaehn
Lead Research Analyst, Investors Alley, a Subsidiary of Magnifi Communities

Tim Plaehn

Lead Research Analyst, Investors Alley, a Subsidiary of Magnifi Communities

Tim Plaehn is the lead research analyst for income and dividend investing at Investors Alley, a subsidiary of Magnifi Communities. He is the editor of The Dividend Hunter, Weekly Income Accelerator, and Monthly Dividend Multiplier. Mr. Plaehn was formerly in the US Air Force serving as an F-16 fighter pilot and instructor. Several times a year he offers live training courses on income investing, covered call trading, and portfolio management.

- For many retirees (or soon-to-be-retired), the thought of making their retirement savings last for the rest of their lives can be a scary challenge. - Traditional financial planning allocation rules and guidance do not ensure that your retirement money lasts as long as you do. Your retirement funds need to provide income for possibly 30 years or longer. - Tim will explain how is strategy of focusing on high-yield investments will allow you to ensure that you have retirement income for the rest of your life. - Plus, his strategy will let you earn more income each year and give you a raise each year. Tim will share some of his best high-yield investment recommendations.

14:55 to 15:40

How We Combine Fibonacci Mathematics and Elliott Wave to Identify Market Turning Points

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Avi Gilburt, Esq
Founder, ElliottWaveTrader.net

Avi Gilburt, Esq

Founder, ElliottWaveTrader.net

Avi Gilburt is an Elliott Wave market analyst and author of elliottwavetrader.net, a live trading room featuring analysis by a dynamic community of professional traders. Mr. Gilburt's Elliott Wave analysis appears frequently on sites such as TheStreet.com, MarketWatch, Forbes, and Seeking Alpha.

A renowned market analyst, Avi called the low in March of 2020 during the Covid craziness and the 2015 low in gold • In Las Vegas, he will out line how he uses Fibonacci mathematics in identifying market turning points • Avi has over 8,500 clients worldwide, of which 1,000 are money managers. Find out how this methodology can work for you, too

14:55 to 15:40

LIVE: The KE Report Market QuickTake on What's Moving in the Metals Sector

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Cory Fleck
Co-Host, KE Report

Cory Fleck

Co-Host, KE Report

Cory Fleck is a Chartered Professional Accountant (CPA, CA-BC) and active resource investor with over 20 years of experience in the markets. He is the co-host of the KE Report, the longest running commodities-focused radio show in the US, where he has conducted thousands of interviews with CEOs, fund managers, and leading analysts in the metals and energy sectors. With deep knowledge of both junior and mid-tier companies, Cory bridges the gap between management teams and investors, offering insights on opportunities across the resource sector.

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Shad Marquitz
Co-Host, KE Report

Shad Marquitz

Co-Host, KE Report

Cory is an active resource investor with more than 20 years of experience in the markets - and co-host of the KE Report, the longest-running commodities-focused radio show in the US • Watch as he records his show LIVE from the Las Vegas event, conducting interviews with experts on metals and mining

15:05 to 15:50

Off the Charts: Learn a Data-Driven Approach to Market Timing Macroeconomics and AI Analytics

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Wayne McDonell
Chief Currency Coach, FX Bootcamp, LLC

Wayne McDonell

Chief Currency Coach, FX Bootcamp, LLC

Wayne McDonell is a hands-on, independent investor who has been trading forex and futures in the real world since 2004, much like any dedicated individual trader or small institutional player. He manages charitable endowments with a sharp focus on fundamental and technical data analysis, drawing on economic trends, market patterns, and real-time indicators to drive informed, risk-managed decisions. He started his career in finance as a venture capitalist, rooted in the innovative spirit of Silicon Valley during the 1990s, where he launched high-tech ventures, coached startup CEOs, and invested in over 100 patented technologies, bringing that entrepreneurial grit and acumen to his ongoing work in the markets. For over two decades, Wayne has forged a strong, enduring partnership with MoneyShow, delivering transformative in-person and virtual training events that have empowered thousands of traders and investors. His longstanding collaboration with MoneyShow and Traders Expo has made him a staple at their conferences, where he shares complicated topics in plain English that's easy to understand, helping attendees build practical skills for independent success in the markets. As an award-winning educator and renowned public speaker—honored as Speaker of the Year by FXstreet.com—Wayne's passion for demystifying finance is evident in his bestselling book, "Strategic and Tactical Forex Trading," which has sold tens of thousands of copies and serves as a comprehensive guide to strategies and risk management. Leveraging his extensive trading experience, advanced education, and the latest AI technology, Wayne built and runs TRADARS.com—a cutting-edge data analytics platform powered by a custom LLM specialized in the relational mathematics of fundamental and technical analysis for trading and investment decisions. By blending big data, AI, and real-world trader insights, TRADARS.com levels the playing field for small traders and investors, providing accessible, real-time tools to analyze markets, spot opportunities, and manage risks effectively—capabilities once reserved for large institutions. Backed by a solid academic foundation—a Bachelor's in Macroeconomics and Master's in Financial Management from Harvard University—Wayne has pursued advanced post-graduate studies in Alternative Investing from Harvard Business School, Cryptocurrencies from MIT, and Algorithmic Trading from the University of Oxford. Through his deep-rooted relationship with MoneyShow, Wayne continues to inspire and equip everyday traders with the knowledge, confidence, and real-world strategies needed to navigate the dynamic financial landscape on their own terms. As a resident of Atlanta, GA, he serves his community as a member of the FEMA Emergency Response Team and completed the Community Policy Academy.

15:15 to 15:45

The Bull Party Is Never Over

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Jim Woods
Eagle Financial Publications

Jim Woods

Eagle Financial Publications

Jim Woods is a 20-plus-year veteran of the markets with varied experience as a broker, hedge fund trader, financial writer, author and newsletter editor. He is the editor and investment director of Investing Edge, Crypto & Commodities Trader, Bullseye Stock Trader, Tactical Trader, and The Deep Woods e-Letter (Mr. Woods also co-directs the Fast Money Alert trading service, alongside Dr. Mark Skousen). The independent firm TipRanks has rated Mr. Woods the #1 financial blogger in the world (out of more than 6,000 competing analysts), and has been ranked inside the Top 12 globally for more than a decade. His books include co-authoring, Billion Dollar Green: Profit from the Eco Revolution, and The Wealth Shield: How to Invest and Protect Your Money from Another Stock Market Crash, Financial Crisis or Global Economic Collapse. Mr. Woods formerly worked with Investor's Business Daily founder William J. O'Neil, helping to author training courses in the CANSLIM stock-picking methodology. He is known in professional and personal circles as "The Renaissance Man," because his expertise includes such varied fields as composing and performing music, western horsemanship, combat marksmanship, martial arts, auto racing, and bodybuilding. Mr. Woods holds a BA in philosophy from the University of California, Los Angeles, and is a former U.S. Army paratrooper. A self-described "radical for capitalism," he celebrates the virtue of making money from his Southern California horse ranch.

The market party is never really over, but unfortunately, many investors choose to leave the party too soon. In this broad assessment of the markets, investing expert Jim Woods shows you how to measure the true health of a bull market, how to know when to keep on partying, and when it really is time to step back, head home, and get ready for the next big bullish bash.

15:25 to 15:55

Finding Your Perfect Portfolio: How Investors Can Find a Portfolio That Works for Them

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Cullen Roche
Founder, Discipline Funds

Cullen Roche

Founder, Discipline Funds

Cullen Roche is the founder of Discipline Funds, a financial advisory and ETF firm in San Diego. He specializes in macro portfolio construction, risk management, and asset-liability matching strategies. He began his career at Merrill Lynch and later managed a private investment partnership that, over 2005–2011, generated double-digit annualized returns with no negative calendar years, focusing on reporting anomalies and the overnight return anomaly. He is the author of Pragmatic Capitalism and the forthcoming Your Perfect Portfolio (expected 2026).

15:40 to 16:10

Exhibit Hall Break

15:55 to 16:25

Establishing a 300 Year legacy

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Josh Tolley
CEO & Owner, SCEPTYR

Josh Tolley

CEO & Owner, SCEPTYR

Josh Tolley, Chairman of Tolley & Co, serves as CEO of Sceptyr, a leading finance and commerce company focused on creating and protecting generational wealth. He has been featured by Fox Business, NPR, Kiplinger, and others.

Examine why so many people with trusts, estates, and family companies are failing to realize their legacy objectives and what can be done to ensure your legacy survives lawyers, cpas, and future heirs.

16:00 to 16:45

Sustainable Solutions for Oil and Gas Investing

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Alan Girardot
President and CEO, Rush Creek Resources LLC

Alan Girardot

President and CEO, Rush Creek Resources LLC

Alan Girardot, president and CEO of Rush Creek Resources, is an energy entrepreneur and independent Texas and Oklahoma oil man. He established Rush Creek in 2014 during the initial shockwave of the most recent oil crash. Rush Creek capitalizes on value investing opportunities in the energy asset marketplace brought on by lower-for-longer oil prices.

Oil and gas investing is an arena that offers a multitude of tax benefits, passive income opportunities, and upside return potentials that can eclipse most traditional investment vehicles. The problem most non-industry investors face is they don't know how to get started or what to look for in an oil and gas investment vehicle. Join in to save yourself an expensive education as independent oil man, Alan Girardot, shares his fundamentals for successful oil and gas investing, and what pitfalls to avoid when evaluating investment opportunities.

16:00 to 16:30

Meet and Greet with Jon Fee

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Jon Fee
Head of Distribution Strategy, BondBloxx

Jon Fee

Head of Distribution Strategy, BondBloxx

16:00 to 16:30

Meet and Greet with Dave Nadig

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Dave Nadig
Independent ETF Expert and Financial Futurist, Nadig.com

Dave Nadig

Independent ETF Expert and Financial Futurist, Nadig.com

Dave Nadig is an independent ETF expert and financial futurist with over 30 years in the investment management and ETF business. Previously, he has served as financial futurist for VettaFi, CEO of ETF.com, director of research at ETFTrends.com, director of exchange traded funds at FactSet Research Systems, and managing director & chief strategy officer of Barclays Global Investors. You can subscribe to Mr. Nadig's regular ETF analysis at nadig.com, or view him on the ExcessReturns Podcast network. He is the author of A Comprehensive Guide to Exchange Traded Funds which was published by the CFA Institute and is broadly on social media as @DaveNadig

16:05 to 16:50

Shopping Center Real Estate Focused on Fast Growing Southeast and Southwest U.S

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Jenna McKinney
Director of Finance, CTO Realty Growth

Jenna McKinney

Director of Finance, CTO Realty Growth

Jenna McKinney joined the Company in January 2025 as Director of Finance. Most recently, she was an associate in the Real Estate Investment Banking group at Raymond James. She holds a B.A. in Economics from the University of Chicago.

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John Albright
President & Chief Executive Officer, CTO Realty Growth

John Albright

President & Chief Executive Officer, CTO Realty Growth

Mr. Albright joined the Company in August 2011 as President and CEO. Most recently, he was Managing Director at Archon Capital (Goldman Sachs), investing for GS Real Estate Mezzanine Partners. He holds a B.A. in Business Administration from Southern Methodist University.

CTO Realty Growth (NYSE: CTO) is an owner and operator of open-air shopping centers in higher growth markets across the Southeast and Southwest U.S. CTO seeks to leverage its investment and leasing strategy to generate returns for its investors.

16:10 to 16:55

Where AI Delivers Operating Leverage Today

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Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas Inc.

Kim Bolton

President and Portfolio Manager, Black Swan Dexteritas Inc.

Kim Bolton is the founder of Black Swan Dexteritas Inc., and the portfolio manager for BSD's flagship Global Technology Hedge Fund. Mr. Bolton's previous experience includes 35 years of portfolio management and securities trading experience at Toronto Dominion Bank, CIBC Asset Management, and BP p.l.c. (formerly British Petroleum) and has successfully managed portfolios in excess of $3.5 billion. Mr. Bolton has an MBA degree from Schulich School of Business and a Bachelor of Science degree from Trent University. You may recognize him as the 'technology stock expert' featured monthly on BNN Bloomberg's "Market Call" show.

A renowned market analyst, Avi called the low in March of 2020 during the Covid craziness and the 2015 low in gold • In Las Vegas, he will out line how he uses Fibonacci mathematics in identifying market turning points • Avi has over 8,500 clients worldwide, of which 1,000 are money managers. Find out how this methodology can work for you, too

16:10 to 16:55

How to Get YOUR Piece of a $24 TRILLION Market

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Tim Davis
Co-Founder and Managing Partner, Basin Ventures

Tim Davis

Co-Founder and Managing Partner, Basin Ventures

For over 15 years, Tim Davis has practiced law in several capacities. He brings an in-depth understanding of contracts, agreements, and regulatory compliance, which allows Basin to ensure deals and projects are structured correctly and investor or partner interests are protected.

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Adam Butcher
President and Managing Partner, Basin Ventures

Adam Butcher

President and Managing Partner, Basin Ventures

Adam Butcher has 20 years of experience as a land broker, business owner, and investor. He managed projects on behalf of energy leaders such as Chesapeake Energy, Kimmeridge Energy, and over 40 industry players. Mr. Butcher's expertise in the land and legal aspects of the energy industry extends throughout the United States.

- The alternative investing market is expanding rapidly...on track to hit $24 TRILLION globally by 2028. So, how can you get YOUR piece of the action? And what are the benefits of doing so? - That's where market professionals, Adam Butcher and Tim Davis, come in. They'll demystify this expanding market, naming their favorite "Alts" for the current environment and how they can boost the returns you see in your portfolio. - Do not miss this educational – and ACTIONABLE – discussion while you're in town.

16:10 to 16:55

The Rule of 16: Deriving Daily Meaning from an Annual Volatility Metric

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Mark Benzaquen
Principal, Investor Education, OCC/The Options Industry Council

Mark Benzaquen

Principal, Investor Education, OCC/The Options Industry Council

Building on over 25 years in the financial industry, Mark Benzaquen's experience enables him to serve as an industry advocate for both individual investors and financial professionals alike. In his role as principal of investor education at OCC, he is responsible for providing support to a comprehensive options resource center that provides information and education about options and supports all products traded on all OCC participant exchanges. Mr. Benzaquen also serves as an instructor and content creator of the Options Industry Council (OIC), conducting options seminars, presenting online webinars, and creating online education courses with a focus on options.

Have you ever wondered how traders take annual implied volatility and make it meaningful for day-to-day price movement?• Join instructor Mark Benzaquen as he explains the Rule of 16

16:10 to 16:55

USA & Great Power Competition for Critical Minerals

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

Christopher Berlet

President, CEO, & Director, Stakeholder Gold Corporation

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

Geopolitics reshaping resources: Great power competition, resource nationalism, and the global race for critical minerals are redefining supply chains, access, and risk—fundamentally altering how governments and markets value strategic metals in 2026 and beyond. Investment vehicles evolving: World metal & mining ETFs and actively managed funds are adapting to this new landscape by reallocating capital toward critical mineral producers, geopolitically secure jurisdictions, and policy-aligned resource strategies.

16:15 to 18:15

Wall Street 2.0: How Tokenization Is Rewiring Global Finance (and How You Can Benefit)*

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Merlin Rothfeld
Senior Director, Trading Academy

Merlin Rothfeld

Senior Director, Trading Academy

Merlin Rothfeld has been an active trader since 1996 and is currently a senior director at Trading Academy. As one of the first students of the academy, he took his expertise to Europe where he built financial training materials for banks, brokerages, and universities, including the first ever trading lab in Europe. His experience ranges from long-term investing to short-term high-volume trading. Mr. Rothfeld trades stocks, options, futures, forex, and cryptocurrency. He has led the development of OTA's digital asset program and is featured on the company's Monday Morning Must-Knows show.

Tokenization is replacing traditional finance with programmable assets, real-time sttlement, and global access. In this comprehensive course, Trading Academy senior director Merlin Rothfeld will breakdown ... • How blockchain infrastructure is transforming capital markets • What role institutional players are taking • Where the biggest profit opportunities lie for early adopters Whether you manage a portfolio, build financial products, or trade cryptocurrencies actively, understanding tokenization will define your competitive edge

16:35 to 17:05

The Power of Consistency: The Story of NNN REIT, Inc.

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Chris Barry
VP, Corporate Communications and Investor Relations, NNN REIT, Inc.

Chris Barry

VP, Corporate Communications and Investor Relations, NNN REIT, Inc.

Chris Barry is vice president of corporate communications and investor relations for NNN REIT, Inc.He joined the company in May 1996 and oversees all media relations, internal and external communications, and retail investor relations. Mr. Barry is a member of the National Investor Relations Institute, the National Association of Real Estate Investment Trusts, and the International Council of Shopping Centers.

For more than 40 years, NNN REIT, Inc. has applied a multi-year view to its operations, paying attention to market ebbs and flows but focusing on producing consistent per-share results for the long term. This has enabled NNN to successfully navigate all types of market conditions and provide shareholders with solid, stable progress. NNN shareholders have enjoyed 36 consecutive annual dividend increases and a 25-year average annual total return of approximately 12%. Join us and learn how NNN's mix of discipline, durability and flexibility has created recurring dividend income that could provide a bit of consistency for your portfolio.

16:55 to 17:40

Taking Travel by Storm: Invest in the Company About to Become a Unicorn

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Kevin Bidner
CEO and Founder, The Hotel Communication Network

Kevin Bidner

CEO and Founder, The Hotel Communication Network

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

Prepare for a game-changing evolution in the multi-trillion-dollar travel industry, one poised to revolutionize the way we explore the world • With the millennial generation taking the lead as the dominant consumer group, the travel sector is on the brink of transformation, presenting remarkable investment opportunities • Learn about HCN - the Hotel Communication Network - and how its trailblazing software technology and innovative solutions are revolutionizing the industry

17:00 to 17:30

Meet and Greet with Wayne McDonell

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Wayne McDonell
Chief Currency Coach, FX Bootcamp, LLC

Wayne McDonell

Chief Currency Coach, FX Bootcamp, LLC

Wayne McDonell is a hands-on, independent investor who has been trading forex and futures in the real world since 2004, much like any dedicated individual trader or small institutional player. He manages charitable endowments with a sharp focus on fundamental and technical data analysis, drawing on economic trends, market patterns, and real-time indicators to drive informed, risk-managed decisions. He started his career in finance as a venture capitalist, rooted in the innovative spirit of Silicon Valley during the 1990s, where he launched high-tech ventures, coached startup CEOs, and invested in over 100 patented technologies, bringing that entrepreneurial grit and acumen to his ongoing work in the markets. For over two decades, Wayne has forged a strong, enduring partnership with MoneyShow, delivering transformative in-person and virtual training events that have empowered thousands of traders and investors. His longstanding collaboration with MoneyShow and Traders Expo has made him a staple at their conferences, where he shares complicated topics in plain English that's easy to understand, helping attendees build practical skills for independent success in the markets. As an award-winning educator and renowned public speaker—honored as Speaker of the Year by FXstreet.com—Wayne's passion for demystifying finance is evident in his bestselling book, "Strategic and Tactical Forex Trading," which has sold tens of thousands of copies and serves as a comprehensive guide to strategies and risk management. Leveraging his extensive trading experience, advanced education, and the latest AI technology, Wayne built and runs TRADARS.com—a cutting-edge data analytics platform powered by a custom LLM specialized in the relational mathematics of fundamental and technical analysis for trading and investment decisions. By blending big data, AI, and real-world trader insights, TRADARS.com levels the playing field for small traders and investors, providing accessible, real-time tools to analyze markets, spot opportunities, and manage risks effectively—capabilities once reserved for large institutions. Backed by a solid academic foundation—a Bachelor's in Macroeconomics and Master's in Financial Management from Harvard University—Wayne has pursued advanced post-graduate studies in Alternative Investing from Harvard Business School, Cryptocurrencies from MIT, and Algorithmic Trading from the University of Oxford. Through his deep-rooted relationship with MoneyShow, Wayne continues to inspire and equip everyday traders with the knowledge, confidence, and real-world strategies needed to navigate the dynamic financial landscape on their own terms. As a resident of Atlanta, GA, he serves his community as a member of the FEMA Emergency Response Team and completed the Community Policy Academy.

17:05 to 17:50

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

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Dan Sauer
President and CEO, Vertical Petroleum Industries

Dan Sauer

President and CEO, Vertical Petroleum Industries

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

Oil drilling joint ventures offer a unique combination of profit potential, tax benefits, and customizable investment strategies. As energy demand remains strong, these projects can provide accelerated returns and a powerful hedge against traditional market volatility. Dan will break down how these investments work, what makes a project successful, and why his approach has consistently delivered results for investors.

17:05 to 17:50

From Question to Conviction: Hallucination-Free AI for Institutional-Grade Stock Research

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Toby Wade
CEO & Co-Founder, DeepVest

Toby Wade

CEO & Co-Founder, DeepVest

Dr. Toby Wade is the CEO of DeepVest. He is an expert in investment, AI, and machine learning, with over 20 years of experience spanning equities, cryptocurrencies, futures, and currencies. Notable roles include serving as head of machine learning at Gemini, reporting directly to the Winklevoss twins, and head of predictive analytics within the research department at Bank of America. He has held other pivotal roles in hedge funds, financial exchanges, and banking institutions, focusing on alpha research, portfolio management, risk assessment, and trading strategies. Dr. Wade is proficient in natural language processing (NLP), large language models (LLMs), generative AI, and machine learning applications tailored to financial market research. His insights have been featured in prominent publications such as the Financial Times, Institutional Investor, CNBC, and Yahoo Finance. Toby earned his PhD in Statistics from the London School of Economics and Political Science.

17:05 to 17:50

Metals Panel

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Cory Fleck
Co-Host, KE Report

Cory Fleck

Co-Host, KE Report

Cory Fleck is a Chartered Professional Accountant (CPA, CA-BC) and active resource investor with over 20 years of experience in the markets. He is the co-host of the KE Report, the longest running commodities-focused radio show in the US, where he has conducted thousands of interviews with CEOs, fund managers, and leading analysts in the metals and energy sectors. With deep knowledge of both junior and mid-tier companies, Cory bridges the gap between management teams and investors, offering insights on opportunities across the resource sector.

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

Christopher Berlet

President, CEO, & Director, Stakeholder Gold Corporation

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

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Robert Buchanan
VP Sustainability & Communication, Americas Gold & Silver

Robert Buchanan

VP Sustainability & Communication, Americas Gold & Silver

Mr. Buchanan has 30 years of mining industry experience in investor relations and public affairs roles. Previously, he was the director of investor relations for TSX-listed Karora Resources (formerly Royal Nickel Corp.) from 2011 to 2024, until its merger with Westgold Resources (valued at C$2.1B). At Karora, he played key role in developing the corporate communications & sustainability strategies. Before joining Karora, he was director, investor relations at TSX and JSE-listed Uranium One from 2007 to 2011. Prior to that, he spent over 10 years in various investor relations and public affairs roles at TSX and NYSE-listed Inco Ltd. and Vale Inco. He has completed the Competent Boards Global Certificate and Designation in ESG, is a Certified Professional in investor relations, and has a bachelor of science degree in Environmental & Resource Science.  

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Shad Marquitz
Co-Host, KE Report

Shad Marquitz

Co-Host, KE Report

17:05 to 17:50

Building Wealth, Building Communities – Inside the PRC Equity Fund

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Charles Williams
Owner and Managing Member

Charles Williams

Owner and Managing Member

Charles Williams, a Dallas native and former engineer turned financier, built a national reputation as a visionary commercial real estate lender, developer, and podcast host—bridging technical precision with financial innovation to create transformative real estate and investment opportunities across communities.

At Pioneer Realty Capital, we believe doing good and doing well can go hand in hand. This session explores how the PRC Equity Fund delivers consistent investor returns and creates lasting community benefits through investments in affordable, student, and workforce housing. In collaboration with Project PRC, our nonprofit initiative, the fund supports transformative housing programs that change lives. Discover how investors enjoy a 10% annual dividend and participate in 70% of profits — while making a meaningful social impact.


17:50 to 18:35

Did Bitcoin's Great Bull Run End?

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Ryan Wilday
Analyst, Cryptocurrency Trading Service, ElliottWaveTrader.net

Ryan Wilday

Analyst, Cryptocurrency Trading Service, ElliottWaveTrader.net

Ryan Wilday has over two decades of experience trading equities, futures, and options. He began trading cryptocurrencies in 2013, and today, he melds his deep knowledge of the cryptocurrency market with Elliott Wave theory. In August 2017, Mr. Wilday launched his Cryptocurrency Trading service on elliottwavetrader.net.

Ryan has the Bitcoin market pinned down and will give you what he is looking for it to do in 2026.

17:55 to 18:25

Trading Uncertainty: How Professionals Navigate Risk, Volatility & Options Opportunity

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Jay Soloff
Lead Options Analyst, Investors Alley, a Subsidiary of Magnifi Communities

Jay Soloff

Lead Options Analyst, Investors Alley, a Subsidiary of Magnifi Communities

Jay Soloff is the lead options analyst at Investors Alley, a subsidiary of Magnifi Communities. He is the editor for Options Floor Trader, Profit Wheel 360, and Weekly Income Accelerator. Prior to Mr. Soloff's work with Investors Alley, he was a professional options market maker on the floor of the Chicago Board Options Exchange, the largest options trading exchange in the world. Over two decades ago, he got his start at the Kansas City Board of Trade in the Wheat Futures pit. With 20+ years of direct, hands-on experience in options, Mr. Soloff's focus is on making professional options strategies available to anyone who wants to learn.

In an era of unprecedented market volatility and rapid regime shifts, traditional risk models aren't enough — you need strategies that adapt. Trading Uncertainty: How Professionals Navigate Risk, Volatility & Options Opportunity delivers real-world insights from a seasoned options trader on interpreting volatility regimes, identifying true pricing inefficiencies, and executing trades that can uncover opportunity and protect capital. Designed for active traders and self-directed investors, this session gives you practical frameworks and tools to thrive in today's markets — from tactical risk management to advanced volatility-based decision making.

18:00 to 18:45

The AI Gold Rush: Where Smart Money Meets Smart Machines

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Sydney Armani
Chairman and CEO, AI Fintech World Group

Sydney Armani

Chairman and CEO, AI Fintech World Group

Sydney Armani is a seasoned Silicon Valley veteran with over 30 years of experience as an entrepreneur, investor, and advisor in emerging technologies. He is the founder of AI World Fund for AI Startups & Accelerator, a venture platform dedicated to supporting the next generation of AI innovation through strategic investment, mentorship, and growth acceleration. Mr. Armani also leads AI World Media Group, a global platform at the forefront of Enterprise AI, AI-powered content creation, and AI data center infrastructure. Under his leadership, the company delivers real-time industry intelligence and personalized media automation to a global audience of over 250,000 subscribers, empowering decision-makers across sectors. Renowned for his forward-thinking approach, Sydney has been a driving force in blockchain innovation, enterprise AI, and digital infrastructure. He currently serves as a blockchain advisor at the Stanford Blockchain Lab, contributing to advancing decentralized technologies and the future of AI's foundational infrastructure. His expertise has made him a recognized thought leader in AI investment, smart infrastructure, and next-generation digital platforms.

Silicon Valley's leading AI and fintech expert, Sydney Armani, will explore how Artificial Intelligence is driving a new era of wealth creation • Learn how advanced data centers are powering massive AI models, and how enterprise applications are transforming finance, healthcare, and global industries

18:00 to 18:45

Five Stocks the Market Hasn't Priced In: Quantitative stock-picking machine identifies mispricing before it disappears.

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Jason Bodner
Co-Founder, MoneyFlows

Jason Bodner

Co-Founder, MoneyFlows

Jason Bodner is an accomplished investor and stock researcher reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith. Previously, Mr. Bodner served as director of European equity derivatives for Cantor Fitzgerald Europe in London, then moved to the role of head of equity derivatives North America for the same company in New York. He also served as SVP equity derivatives for Jefferies, LLC.

Discover how a quantitative stock-picking system identifies mispriced stocks and ETFs early by tracking unusual institutional buying before it becomes visible in headlines or analyst price targets. Learn how MoneyFlows.com ranks and scores thousands of securities daily using a proprietary, rules-based process focused on high-quality names attracting smart money. See how individual investors and financial advisors use this data to improve decision-making, generate portfolio ideas, and manage risk across accounts.

18:00 to 18:45

What and When

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Kelley Wright
Investment Quality Trends

Kelley Wright

Investment Quality Trends

Kelley Wright entered the financial services industry in 1984 as a stock broker, first with a private investment boutique in La Jolla and later with Dean Witter Reynolds. In 1990, he left the retail side of the industry for private portfolio management. In 2002, Mr. Wright succeeded Geraldine Weiss as the managing editor of the Investment Quality Trends newsletter as well as the chief investment officer and portfolio manager for IQ Trends Private Client. His commentaries have been published in Barron's, Forbes, BusinessWeek, Dow Jones MarketWatch, The Economist, and many other business and financial periodicals. Mr. Wright is an active speaker at trade shows and investment conferences, and is a frequent guest and contributor to radio and CNBC. He is the author of Dividends Still Don't Lie, which was published in February, 2010, by John Wiley & Sons, Inc.

Investing in individual stocks can be reduced by two decisions: "What do I buy/sell/hold?" and "When do I buy/sell/hold?" • In this workshop, you'll learn the Investment Quality Trends method for how to identify high-quality, dividend-paying stocks • Plus, you'll unpack Kelley's unique approach to identifying good present value

18:00 to 18:45

Trader Therapy: Rewire Your Brain for Market Mastery

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Heather Vanek
Content Manager, Simpler Trading

Heather Vanek

Content Manager, Simpler Trading

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

Some 90% of traders fail despite having access to the same charts, data, and tools as the 10% who succeed. Heather will show you what separates the consistently profitable trader from the rest • It's not just strategy - its neuroscience. She will explore the often-overlooked mental and emotional challenges of trading

18:10 to 18:40

AI & Tech Stocks for 2026

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Michael Lee
Founder, Michael Lee Strategy

Michael Lee

Founder, Michael Lee Strategy

Michael Lee is the founder of Michael Lee Strategy, an investment management and wealth planning firm. A 20+ year veteran of the financial services industry, he is one of the most sought-after voices in the industry. Mr. Lee appears regularly on Fox Business and on many other financial media outlets to comment on economics, financial markets, and the effect of politics on both.

We are three years into the MAG7/AI/Tech Bull Market, in this session we will see how much more room to run is there and what are the best trades in the space.

17:45 to 18:30

AI Tech Super Boom Hot Stocks & Seasonal Sector Trades

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Jeffrey Hirsch
CEO, Hirsch Holdings

Jeffrey Hirsch

CEO, Hirsch Holdings

Jeffrey A. Hirsch is CEO of Hirsch Holdings, editor-in-chief of the Stock Trader's Almanac and publisher of Almanac Investor at www.stocktradersalmanac.com. Jeff is the author of The Little Book of Stock Market Cycles (Wiley, 2012) and Super Boom: Why the Dow Will Hit 38,820 and How You Can Profit from It (Wiley, 2011). He worked with founder Yale Hirsch for over twenty years, taking over for him in 2001. A 35-year Wall Street veteran, he appears on CNBC, Bloomberg, Fox Business, and many other financial media outlets. Now in its 58th year, the Stock Trader's Almanac has been published every year since 1968.

- The AI-fueled Super Boom rolls on. Just because the market has been up so strongly for three years in a row does not mean it must end. - From 1995 to 1998, S&P was up 20% or more for four consecutive years and up 19.5% in the fifth year. Like the early days of the computer tech/internet boom of the mid-1990s, the AI race is on. - The major players have made substantial investments and are likely to continue pursuing returns on their spending to date, regardless of the cost. - Elevated valuations may give traders and investors reason to pause and consider, but the AI race is global, and no one wants to be left out or behind. - Jeff zeroes in on timely seasonal trades as well as hot sector plays and his latest off-the-radar, undervalued top stock picks that boast new innovative and disruptive technologies in the ever-evolving AI boom tech stack.

06:15 to 09:00

Live Day Trading with Andrew Aziz: How Professional Traders Profit from the Market in Real Time*

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Nathan Mcconnel
Trader, Bear Bull Traders

Nathan Mcconnel

Trader, Bear Bull Traders

Nathan Mcconnel grew up in Southern Illinois and attended pharmacy school at the St. Louis College of Pharmacy, where he earned his bachelor's degree in pharmacy. He has been a licensed and practicing pharmacist for over 20 years. In April of 2020, Mr. Mcconnel read Andrew's book How to Day Trade for a Living and began his path to day trading. In 2021, he joined the BBT community and has attended all but one of the Summit conferences. The things he likes most about trading are working from home, the constant challenges to improve, and socializing with friends and traders in the BBT community. His trading focuses on Camarilla Pivots and using BookMap to execute his trade book. Nathan currently lives high up in the rural mountains of Colorado with his fiancé and fur babies, Sugar and Dasie. In his spare time he likes to spend time with his family, skiing, biking, traveling and working on his truck.

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Thor Young
Senior Futures Trader, Peak Capital Trading

Thor Young

Senior Futures Trader, Peak Capital Trading

Thor Young is a seasoned day trader, educator, and speaker with a unique background that bridges technology and financial markets. After more than a decade in the IT industry, specializing in server systems and integrations, Mr. Young was first introduced to trading while working as a server technician for an options trading platform. That early exposure ignited a passion that would later define his career. In 2018, inspired by a deeply personal motivation following his daughter's autism diagnosis, Thor transitioned to full-time day trading. He immersed himself in the craft, guided by the principles laid out in How to Day Trade for a Living. Today, he is a lead moderator at Bear Bull Traders, a senior futures trader at Peak Capital Trading, and a regular presenter for Bookmap™.

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Brian Pezim
Trader and Moderator, Bear Bull Traders

Brian Pezim

Trader and Moderator, Bear Bull Traders

Brian Pezim is a seasoned trader, author, and moderator at Bear Bull Traders. His passion for the stock market began as a preteen, when his father bought him his very first share of The Bell Telephone Company of Canada—a single share that grew over the years through splits and dividends, sparking a lifelong interest in trading. With decades of experience in the markets, Brian has written three books on trading, including the best-selling How to Swing Trade for a Living, which has sold thousands of copies worldwide. Today, he continues to share his knowledge and experience with the trading community, helping others navigate the markets and avoid the mistakes he once made as a novice trader.

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Andrew Aziz
Founder, Bear Bull Traders

Andrew Aziz

Founder, Bear Bull Traders

Andrew Aziz is a Canadian trader, investor, and official Forbes Council member. He ranked as one of Amazon Books' top 100 bestselling authors in the Business and Finance category for five consecutive years, from 2016 to 2022. Mr. Aziz's book on finance has been published in eight different languages. In 2016, he founded Bear Bull Traders, an online community of independent traders that offers learning tracks based on the strategies discussed in Mr. Aziz's bestselling books. The program guides members through every step of strategy development and the trading process. In 2021 and 2022, Investopedia and Business Insider ranked Mr. Aziz and Bear Bull Traders as the best online day trading course with the only community that has clinical psychologists and performance coaches on staff to help traders on that very critical aspect of trading.

Join Andrew Aziz, bestselling author, trader, and founder of Peak Capital Trading, for an exclusive live trading session at the MoneyShow Las Vegas. Watch Andrew and a team of four experienced traders as they ... • Share their screens, analyze the market in real time, and execute trades in both stocks and options • Show you how professional day traders approach the market ... plan their entries and exits ... manage risk ... and use powerful trading tools to stay consistent • Explain the core fundamentals of day trading - and how retail traders can build a repeatable process to generate consistent income from the market Whether you're new to trading or already active in the markets, this live educational experience will give you a behind-the-scenes look at how successful traders think, act, and adapt as the market moves

08:05 to 08:25

The Bull Market on Wall Street: Is Donald Trump Channeling Ben Franklin?

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Mark Skousen
Founder, Freedom Fest

Mark Skousen

Founder, Freedom Fest

Ben Franklin was the father of American capitalism and America's greatest diplomat. • Watch as Mark Skousen analyzes President Trump's economic philosophy - and covers what he could learn from the "most modern" of the founders on trade, inflation, taxes, and business.

08:30 to 08:45

Pre IPO: The Alternative Asset Class Combining Fine Art with Precious Metals

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Michael Sheppard
Partner and Director of Investor Relations, Treasure Investments Corporation & Foundry Michelangelo

Michael Sheppard

Partner and Director of Investor Relations, Treasure Investments Corporation & Foundry Michelangelo

Michael Sheppard presently serves as a partner and director of investor relations for Treasure Investments Corporation and CEO/chairman of Nevada Mining Company. As former president of the America Cancer Society in Wisconsin, he has raised millions of dollars for charities conducting live auctions using donated Ghiglieri fine art since 1998. Mr. Sheppard has raised over $400,000,000 as president of the National Community Foundation and is a nationally known speaker on estate planning. Recently, he negotiated an international partnership with the renowned Ferdinando Marinelli Foundry in Florence, Italy, granting Treasure Investments the exclusive right to produce the world's only pure silver Pieta by Michelangelo.

Learn about an alternative asset class combining fine art with precious metals that has consistently outperformed the markets. You can invest in a privately held, profitable company preparing to go public that has secured an exclusive partnership to create posthumous originals from the Vatican and Renaissance collections in pure silver and gold, including Michelangelo's Pieta and David. You will be part of history in the making.

08:30 to 09:30

Kenny Glick's Favorite VWAP Set Ups

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Kenny Glick
Founder, HitTheBid.com

Kenny Glick

Founder, HitTheBid.com

Kenny Glick, often referred to as the grandfather of day trading, has been trading for over 30 years. Previously an SOES bandit and tape reader, he now focuses all his trading on VWAP (Volume-Weighted Average Price). Using an algorithm that he's built around the VWAP, his primary focus is on exploiting previous mistakes over the last 30 years. Mr. Glick uses VWAP to prove the market is, in fact, rigged — and that's a good thing. It's rigged to VWAP and multiple time frame VWAP. Kenny spends most of his time on his own website, HitTheBid.com, doing live webinars all day. He demonstrates to his members the intricacies of VWAP in a live setting, and viewers are able to follow along with his live trades and gain an education through the commentary.

The FO-SHO-BRO and Finger of God. A combination of pattern recognition and only using volume weighted average price (VWAP) on the chart, Kenny will demonstrate a trade that works for us with a tremendous win rate over the last decade, and it is now the only trade that he uses for intraday trading, and it works for swing trades and investments as well.

08:45 to 09:05

Top Tech Predictions for 2026

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Daniel Ives
Managing Director, Global Head of Technology Research, Wedbush Securities

Daniel Ives

Managing Director, Global Head of Technology Research, Wedbush Securities

Daniel Ives is a managing director and senior equity research analyst covering the technology sector at Wedbush Securities, where he has been since 2018. He also serves as the global head of technology research at Wedbush. Mr. Ives has been a tech analyst on Wall Street for over two decades, covering software and the broader technology landscape. Dan began his career as a financial analyst at HBO before earning his MBA in Finance and becoming a globally recognized technology equity research analyst and managing director at FBR Capital Markets, where he spent 16 years focusing on enterprise software and hardware sectors—including cybersecurity, cloud computing, big data, and the mobile landscape. A major area of his current research is electric vehicles and disruptive technologies expected to shape the next decade. Mr. Ives is a highly sought-after tech expert, regularly speaking at events across the US, Europe, Australia, and Asia. He frequently appears on television networks including CNBC, Bloomberg, CNN, Fox News, BBC, NBC, CBS, ABC, MSNBC, France 24, Sky News, ABC Australia, and TV Tokyo, among others, to provide expert commentary on the technology sector. He has also appeared on The Today Show, Good Morning America, CBS Mornings, PBS NewsHour, NBC Nightly News, ABC World News Tonight, CBS Evening News, CNN's Erin Burnett OutFront, Last Week Tonight with John Oliver, and The Daily Show. Dan can often be heard on tech-related radio segments for Bloomberg, ABC News, NPR, BBC, and other major outlets. His insights are regularly cited by global publications such as The Wall Street Journal, USA Today, Investor's Business Daily, Chicago Tribune, New York Post, Los Angeles Times, Newsweek, The Telegraph, San Francisco Chronicle, Time Magazine, Le Monde, The Washington Post, The Guardian, The Boston Globe, Daily Mail, South China Morning Post, Barron's, The Times of London, Financial Times, Le Figaro, The Sydney Morning Herald, and The New York Times, among many others.

Long-time technology analyst Dan Ives has been at the forefront of the AI revoluntion • Learn how to profit from the exciting and life-changing technology • Plus, get Dan and Peter's top tech predictions for 2026

09:10 to 09:25

The Entrepreneurial Quest: How to Recognize a Unicorn in the Making

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Kevin Bidner
CEO and Founder, The Hotel Communication Network

Kevin Bidner

CEO and Founder, The Hotel Communication Network

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

Serial entrepreneur Kevin Bidner talks about his first success as one of the founders of a company that reached $500M. He continues to use the same principles that drove that success, but on an exponentially larger scale. Now passing the $100M level, his current company, HCN, is heading straight for Unicorn territory. Mr. Bidner will talk about founder DNA, grand-scale strategy, and the other key drivers that will help investors recognize these opportunities at the early stage, where investments can reach the kinds of multiples we all dream of finding.

09:25 to 09:45

Using Performance Psychology of Pro Athletes and Navy SEALs to Deliver Superior Returns

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Robert Daugherty
Founder, Endowment Assurance Corporation

Robert Daugherty

Founder, Endowment Assurance Corporation

Robert Daugherty, a money manager for an exclusive list of family offices and high-net-worth investors, shares why temperament, coupled with intelligence, is the principal driver of investment success and long-term outperformance. As a finance professor and longtime Berkshire Hathaway shareholder, Daugherty founded Endowment Assurance Corp in 2018 to help clients align disciplined behavior with superior compounding returns.

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Wendy Borlabi
Performance Coach, Endowment Assurance and Impact Engine Group

Wendy Borlabi

Performance Coach, Endowment Assurance and Impact Engine Group

Robert and Wendy will demonstrate how performance frameworks used by top performers translate directly into consistent, market-beating investment outcomes

09:45 to 10:30

The 90% Accuracy Earnings Strategy: Profiting from Quarterly Chaos Without Predicting Direction

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Markus Heitkoetter
CEO, Rockwell Trading Services, LLC

Markus Heitkoetter

CEO, Rockwell Trading Services, LLC

Born and raised in Germany, Markus Heitkoetter left the corporate grind at IBM in 2002 and moved to Austin, TX, with just $30,000. Now a millionaire trader and investor, he has written four best-sellers and founded Rockwell Trading. When the S&P 500 crashed in 2022, his "Wheel Strategy" earned him 62% in realized profit. And when not helping traders and investors achieve amazing results through smart trading and investing, you can find Mr. Heitkoetter riding his Harley, traveling the world, and living the #pxolife.

Most traders gamble on earnings direction and lose. Markus will show you the systematic approach that works better • It has achieved accuracy by profiting from volatility itself - regardless of whether companies beat or miss • learn the exact setup criteria, position structuring, and risk-management protocols

09:50 to 10:05

Transform Your Portfolio: The Rise of Microfinance in Kenya

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

Rudolfo Beltran

Vice President & Head of Capital Acquisition, InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNova Global Fund (formerly Positiviti), brings over three decades of extensive experience in brand management and sales within the beverage industry to his role. With a rich background in senior-level director positions, Mr. Beltran has honed his skills in strategic leadership, market analysis, and customer relationship management. His wealth of knowledge and expertise has been instrumental in driving the growth and success of InNova Global Fund, as they strive to make a positive impact through micro-lending in Kenya. As a visionary leader, Mr. Beltran is deeply committed to fostering partnerships and expanding opportunities for financial inclusion through innovative micro-loan solutions. His dedication to excellence and passion for creating sustainable impact have positioned InNova Global Fund as a Gold sponsor at the prestigious MoneyShow Masters Symposium in Las Vegas. Mr. Beltran's strategic vision and exceptional leadership continue to drive Positiviti Lending toward new heights of success and social responsibility in the world of microfinance.

Hear how peer-to-peer lending in Kenya offers unique lending opportunities • Learn about digital microfinance platforms, M-PESA integration, and returns ranging from 12%-24% annually while creating a social impact.

10:10 to 10:30

Powering the Future: AI-Driven Energy Demand and the Evolution of Energy Markets

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Anas Alhajji
Managing Partner, Energy Outlook Advisors LLC

Anas Alhajji

Managing Partner, Energy Outlook Advisors LLC

Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, influencer, investor, and speaker with more than 1,000 papers, articles, and columns to his credit. He advises governments, companies, financial institutions, and investors on various energy market issues. He focuses on the oil, gas, and energy markets outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy, employment, and technology in the oil and gas industry. He has extensive experience in market structure and modeling. Before his recent role as a managing partner at Energy Outlook Advisors LLC and editorial advisor of Attaqa, he was the former chief economist of NGP Energy Capital Management. He led the firm's macro-analysis of the oil, natural gas, and related markets as well as the overall economic environment. He was responsible for the short-term and long-term outlooks for oil, natural gas, NGLs, and LNG markets. Dr. Alhajji's articles appeared in numerous countries in more than 10 languages, and his work is cited in over 60 books. He has addressed numerous companies, institutions, and national and international organizations. He also serves on the board of several energy-related publications. He is a contributing editor for one of the industry's premier publications: World Oil. He is also the moderator of the industry's oldest virtual forum: Oil, Gas, & Energy Law (OGEL). Prior to joining NGP, Dr. Alhajji taught economics at the University of Oklahoma (1995 to 1997), the Colorado School of Mines (1997 to 2001), and Ohio Northern University (2001 to 2008), where he held the George Patton Chair of Business and Economics. Dr. Alhajji taught courses in economics, energy economics and policy, and energy geopolitics. Dr. Alhajji was educated in Syria, Saudi Arabia, and the United States. He holds an M.A. in economics, and a Ph.D. in economics from the University of Oklahoma, with a specialization in energy economics and policy. He received many awards including the Teaching Excellence Award and the Outstanding Mentor Award in addition to many prizes in woodworking.

Discover the profound impact Artificial Intelligence (AI) is having on global energy market dynamics • Get the latest intelligence on oil, gas, and coal markets—as well as the LNG and nuclear energy industries

10:30 to 10:45

Mastering the Markets with AI: How Self-Directed Investors Can Separate the Signal from the Noise

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Toby Wade
CEO & Co-Founder, DeepVest

Toby Wade

CEO & Co-Founder, DeepVest

Dr. Toby Wade is the CEO of DeepVest. He is an expert in investment, AI, and machine learning, with over 20 years of experience spanning equities, cryptocurrencies, futures, and currencies. Notable roles include serving as head of machine learning at Gemini, reporting directly to the Winklevoss twins, and head of predictive analytics within the research department at Bank of America. He has held other pivotal roles in hedge funds, financial exchanges, and banking institutions, focusing on alpha research, portfolio management, risk assessment, and trading strategies. Dr. Wade is proficient in natural language processing (NLP), large language models (LLMs), generative AI, and machine learning applications tailored to financial market research. His insights have been featured in prominent publications such as the Financial Times, Institutional Investor, CNBC, and Yahoo Finance. Toby earned his PhD in Statistics from the London School of Economics and Political Science.

For self-directed investors, AI is becoming an essential tool to separate signal from noise in today's information-saturated markets.• Learn how AI-powered tools like DeepVest can instantly surface clear, data-driven insights—plus identify meaningful trends, test strategies, and monitor portfolios in real time.

10:45 to 11:30

What and When

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Kelley Wright
Investment Quality Trends

Kelley Wright

Investment Quality Trends

Kelley Wright entered the financial services industry in 1984 as a stock broker, first with a private investment boutique in La Jolla and later with Dean Witter Reynolds. In 1990, he left the retail side of the industry for private portfolio management. In 2002, Mr. Wright succeeded Geraldine Weiss as the managing editor of the Investment Quality Trends newsletter as well as the chief investment officer and portfolio manager for IQ Trends Private Client. His commentaries have been published in Barron's, Forbes, BusinessWeek, Dow Jones MarketWatch, The Economist, and many other business and financial periodicals. Mr. Wright is an active speaker at trade shows and investment conferences, and is a frequent guest and contributor to radio and CNBC. He is the author of Dividends Still Don't Lie, which was published in February, 2010, by John Wiley & Sons, Inc.

Investing in individual stocks can be reduced by two decisions: "What do I buy/sell/hold?" and "When do I buy/sell/hold?" • In this workshop you'll learn the Investment Quality Trends method for how to dentify high-quality, dividend-paying stocks • Plus, you'll unpack Kelley's unique approach to identifying good present value

10:45 to 11:05

The AI Boom (How to Play the Next Thing)

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Nancy Tengler
CEO and CIO, Laffer Tengler Investments

Nancy Tengler

CEO and CIO, Laffer Tengler Investments

Nancy Tengler is the chief executive officer and chief investment officer of Laffer Tengler Investments. She is responsible for active equity management research and portfolio management, as well as leading the firm. Ms. Tengler is a committed advocate of financial literacy for women as the leader of Laffer Tengler's Women & Wealth initiative, which encourages and informs women on how to take charge of their own financial and investment planning. The second edition of her book, The Women's Guide to Successful Investing, was published in September 2023. As one of the most dynamic women in the investment management industry today, she is a sought-after TV and print financial commentator on local and national media outlets. Prior to joining Laffer Tengler, Ms. Tengler had a distinguished investment management career in several senior leadership roles. Most recently, she served as chief investment officer at Heartland Financial where she was also a director of Arizona Bank & Trust. Ms. Tengler has also served as president, chief executive officer, and chief investment officer of Fremont Investment Advisors in San Francisco. Before that, she founded Global Alliance Value Investors. She also worked for UBS Asset Management as head of the Value Equities Group and with Spare, Tengler, Kaplan, and Bischel, Ltd., as president and senior portfolio manager.

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Sydney Armani
Chairman and CEO, AI Fintech World Group

Sydney Armani

Chairman and CEO, AI Fintech World Group

Sydney Armani is a seasoned Silicon Valley veteran with over 30 years of experience as an entrepreneur, investor, and advisor in emerging technologies. He is the founder of AI World Fund for AI Startups & Accelerator, a venture platform dedicated to supporting the next generation of AI innovation through strategic investment, mentorship, and growth acceleration. Mr. Armani also leads AI World Media Group, a global platform at the forefront of Enterprise AI, AI-powered content creation, and AI data center infrastructure. Under his leadership, the company delivers real-time industry intelligence and personalized media automation to a global audience of over 250,000 subscribers, empowering decision-makers across sectors. Renowned for his forward-thinking approach, Sydney has been a driving force in blockchain innovation, enterprise AI, and digital infrastructure. He currently serves as a blockchain advisor at the Stanford Blockchain Lab, contributing to advancing decentralized technologies and the future of AI's foundational infrastructure. His expertise has made him a recognized thought leader in AI investment, smart infrastructure, and next-generation digital platforms.

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Michael Lee
Founder, Michael Lee Strategy

Michael Lee

Founder, Michael Lee Strategy

Michael Lee is the founder of Michael Lee Strategy, an investment management and wealth planning firm. A 20+ year veteran of the financial services industry, he is one of the most sought-after voices in the industry. Mr. Lee appears regularly on Fox Business and on many other financial media outlets to comment on economics, financial markets, and the effect of politics on both.

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Daniel Ives
Managing Director, Global Head of Technology Research, Wedbush Securities

Daniel Ives

Managing Director, Global Head of Technology Research, Wedbush Securities

Daniel Ives is a managing director and senior equity research analyst covering the technology sector at Wedbush Securities, where he has been since 2018. He also serves as the global head of technology research at Wedbush. Mr. Ives has been a tech analyst on Wall Street for over two decades, covering software and the broader technology landscape. Dan began his career as a financial analyst at HBO before earning his MBA in Finance and becoming a globally recognized technology equity research analyst and managing director at FBR Capital Markets, where he spent 16 years focusing on enterprise software and hardware sectors—including cybersecurity, cloud computing, big data, and the mobile landscape. A major area of his current research is electric vehicles and disruptive technologies expected to shape the next decade. Mr. Ives is a highly sought-after tech expert, regularly speaking at events across the US, Europe, Australia, and Asia. He frequently appears on television networks including CNBC, Bloomberg, CNN, Fox News, BBC, NBC, CBS, ABC, MSNBC, France 24, Sky News, ABC Australia, and TV Tokyo, among others, to provide expert commentary on the technology sector. He has also appeared on The Today Show, Good Morning America, CBS Mornings, PBS NewsHour, NBC Nightly News, ABC World News Tonight, CBS Evening News, CNN's Erin Burnett OutFront, Last Week Tonight with John Oliver, and The Daily Show. Dan can often be heard on tech-related radio segments for Bloomberg, ABC News, NPR, BBC, and other major outlets. His insights are regularly cited by global publications such as The Wall Street Journal, USA Today, Investor's Business Daily, Chicago Tribune, New York Post, Los Angeles Times, Newsweek, The Telegraph, San Francisco Chronicle, Time Magazine, Le Monde, The Washington Post, The Guardian, The Boston Globe, Daily Mail, South China Morning Post, Barron's, The Times of London, Financial Times, Le Figaro, The Sydney Morning Herald, and The New York Times, among many others.

- The AI space is packed with profit opportunities – as well as pitfalls to avoid - Learn which leading sector names you should target for maximum potential reward in 2026-2027 - Plus, get a boots-on-the-ground breakdown of the trends and corporate developments that make each stock so attractive

11:00 to 13:00

Off the Charts: Learn a Data-Driven Approach to Market Timing Using Macroeconomics and AI Analytics*

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Wayne McDonell
Chief Currency Coach, FX Bootcamp, LLC

Wayne McDonell

Chief Currency Coach, FX Bootcamp, LLC

Wayne McDonell is a hands-on, independent investor who has been trading forex and futures in the real world since 2004, much like any dedicated individual trader or small institutional player. He manages charitable endowments with a sharp focus on fundamental and technical data analysis, drawing on economic trends, market patterns, and real-time indicators to drive informed, risk-managed decisions. He started his career in finance as a venture capitalist, rooted in the innovative spirit of Silicon Valley during the 1990s, where he launched high-tech ventures, coached startup CEOs, and invested in over 100 patented technologies, bringing that entrepreneurial grit and acumen to his ongoing work in the markets. For over two decades, Wayne has forged a strong, enduring partnership with MoneyShow, delivering transformative in-person and virtual training events that have empowered thousands of traders and investors. His longstanding collaboration with MoneyShow and Traders Expo has made him a staple at their conferences, where he shares complicated topics in plain English that's easy to understand, helping attendees build practical skills for independent success in the markets. As an award-winning educator and renowned public speaker—honored as Speaker of the Year by FXstreet.com—Wayne's passion for demystifying finance is evident in his bestselling book, "Strategic and Tactical Forex Trading," which has sold tens of thousands of copies and serves as a comprehensive guide to strategies and risk management. Leveraging his extensive trading experience, advanced education, and the latest AI technology, Wayne built and runs TRADARS.com—a cutting-edge data analytics platform powered by a custom LLM specialized in the relational mathematics of fundamental and technical analysis for trading and investment decisions. By blending big data, AI, and real-world trader insights, TRADARS.com levels the playing field for small traders and investors, providing accessible, real-time tools to analyze markets, spot opportunities, and manage risks effectively—capabilities once reserved for large institutions. Backed by a solid academic foundation—a Bachelor's in Macroeconomics and Master's in Financial Management from Harvard University—Wayne has pursued advanced post-graduate studies in Alternative Investing from Harvard Business School, Cryptocurrencies from MIT, and Algorithmic Trading from the University of Oxford. Through his deep-rooted relationship with MoneyShow, Wayne continues to inspire and equip everyday traders with the knowledge, confidence, and real-world strategies needed to navigate the dynamic financial landscape on their own terms. As a resident of Atlanta, GA, he serves his community as a member of the FEMA Emergency Response Team and completed the Community Policy Academy.

Want to stop guessing as a trader and start using key indicators instead? Then join Wayne McDonell, chief currency coach at FX Bootcamp, for this lively and informative course. You'll learn ... • How to use GDP, inflation, and jobs data in your trading • Why institutional positioning and pattern recognition should be analyzed to make smarter trading decisions • How to get on the path to trading forex, futures, and stock indexes with confidence

11:10 to 11:30

Trumponomics 2.0

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Stephen Moore
Co-Founder, Committee to Unleash Prosperity

Stephen Moore

Co-Founder, Committee to Unleash Prosperity

Stephen Moore served as a senior economic advisor to Donald Trump and was a member of the President's Economic Recovery Task Force. He is the author of Trumponomics: Inside the America First Strategy to Revise Our Economy. Mr. Moore formerly wrote on the economy and public policy for The Wall Street Journal and served on the Journal editorial board from 2005-2014. From 2015-2017 he served as chief economist for the Heritage Foundation. He is the founder and former president of the Club for Growth, which raises money for political candidates that favor free-market economic policies. Mr. Moore has served as a senior economist on the Congressional Joint Economic Committee and as a senior economic fellow at the Cato Institute, where he published dozens of studies on federal and state tax and budget policy. He is the author of five other books including The End of Prosperity. Mr. Moore received the Republican National Committee award of Great Communicator. He was named by Worth Magazine in 2019 as one of the top 50 influencers in global financial affairs.

Learn about key policy priorities in the current Trump Administration, such as tax cuts 2.0, energy dominance, deregulation, sound money, trade fairness, and work (not welfare)• From simplifying the tax code and unleashing domestic energy production to using tariffs strategically and ending business-strangling red tape, these priorities will impact the economy and markets—and you'll learn how in this session

11:30 to 12:15

Exhibit Hall Break

11:30 to 12:00

How to Pick the Winners in this Bull Market

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Peter Tuchman
Moderator-In-Chief, The Wall Street Global Trading Academy

Peter Tuchman

Moderator-In-Chief, The Wall Street Global Trading Academy

Peter Tuchman commonly known as the Einstein Of Wall Street, has been covering institutional trading, hedge funds, convertible, arbitrage, and retail markets for more than 35 years. Mr. Tuchman has maintained the title of the most photographed and famous stockbroker in the world! For decades with his expressive photographs, adorning newspapers, articles, and TV shows globally, he has been seen on CNBC, Fox News, CNN, and Money News Network. As well as being a partner in Wall Street, he is the moderator-in-chief at The Wall Street Global Trading Academy, which is a globally renowned school that teaches technical analysis, and risk management to thousands of students throughout the world. Peter Tuchman and his partner, David Green teach thousands of students how to navigate markets successfully in this wild world using technical analysis and mismanagement preeminent tools. Mr. Tuchman is a motivational public speaker as well as a globally known social media influencer mentoring thousands of students of markets, humanity, and the psychology of gratitude.

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Daniel Ives
Managing Director, Global Head of Technology Research, Wedbush Securities

Daniel Ives

Managing Director, Global Head of Technology Research, Wedbush Securities

Daniel Ives is a managing director and senior equity research analyst covering the technology sector at Wedbush Securities, where he has been since 2018. He also serves as the global head of technology research at Wedbush. Mr. Ives has been a tech analyst on Wall Street for over two decades, covering software and the broader technology landscape. Dan began his career as a financial analyst at HBO before earning his MBA in Finance and becoming a globally recognized technology equity research analyst and managing director at FBR Capital Markets, where he spent 16 years focusing on enterprise software and hardware sectors—including cybersecurity, cloud computing, big data, and the mobile landscape. A major area of his current research is electric vehicles and disruptive technologies expected to shape the next decade. Mr. Ives is a highly sought-after tech expert, regularly speaking at events across the US, Europe, Australia, and Asia. He frequently appears on television networks including CNBC, Bloomberg, CNN, Fox News, BBC, NBC, CBS, ABC, MSNBC, France 24, Sky News, ABC Australia, and TV Tokyo, among others, to provide expert commentary on the technology sector. He has also appeared on The Today Show, Good Morning America, CBS Mornings, PBS NewsHour, NBC Nightly News, ABC World News Tonight, CBS Evening News, CNN's Erin Burnett OutFront, Last Week Tonight with John Oliver, and The Daily Show. Dan can often be heard on tech-related radio segments for Bloomberg, ABC News, NPR, BBC, and other major outlets. His insights are regularly cited by global publications such as The Wall Street Journal, USA Today, Investor's Business Daily, Chicago Tribune, New York Post, Los Angeles Times, Newsweek, The Telegraph, San Francisco Chronicle, Time Magazine, Le Monde, The Washington Post, The Guardian, The Boston Globe, Daily Mail, South China Morning Post, Barron's, The Times of London, Financial Times, Le Figaro, The Sydney Morning Herald, and The New York Times, among many others.

We're in the midst of a powerful bull market. Now, find out from leading tech and trading experts Dan and Peter which stocks to target for maximum profit in 2026!

11:30 to 12:15

Midterm Election Years: The Sweet Spot of the 4-Year Cycle

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Jeffrey Hirsch
CEO, Hirsch Holdings

Jeffrey Hirsch

CEO, Hirsch Holdings

Jeffrey A. Hirsch is CEO of Hirsch Holdings, editor-in-chief of the Stock Trader's Almanac and publisher of Almanac Investor at www.stocktradersalmanac.com. Jeff is the author of The Little Book of Stock Market Cycles (Wiley, 2012) and Super Boom: Why the Dow Will Hit 38,820 and How You Can Profit from It (Wiley, 2011). He worked with founder Yale Hirsch for over twenty years, taking over for him in 2001. A 35-year Wall Street veteran, he appears on CNBC, Bloomberg, Fox Business, and many other financial media outlets. Now in its 58th year, the Stock Trader's Almanac has been published every year since 1968.

Sixth Year of Presidency & AI Super Boom Fuel the Bull. Midterm election year 2026 will be a pivotal year for the market, but it could also be another standout year as second midterm years in general are all about president's cementing their legacy. Jeff also expects the AI-fueled Super Boom to continue. This sets up the "Sweet Spot" of the 4-Year Cycle from Q4 in the midterm year through Q2 pre-election year and the next great buying opportunity. Jeff shows you why he expects a 50% market move from the 2026 Low to the 2027 high. He zeroes in on 4-Year Cycle trends and timely seasonal trades as well as hot sector plays and his latest off-the-radar, undervalued stock picks that boast new innovative and disruptive technologies in the ever-evolving AI boom tech stack.

11:30 to 12:00

Meet and Greet with Mark Skousen

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Mark Skousen
Founder, Freedom Fest

Mark Skousen

Founder, Freedom Fest

12:00 to 12:55

Anatomy of a Scam

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Robert Mascio
Director of Investor Education, FINRA Investor Education Foundation

Robert Mascio

Director of Investor Education, FINRA Investor Education Foundation

Rob Mascio is a Director for the FINRA Foundation, for which he cultivates and manages programs to protect consumers from financial fraud. He previously managed FINRA's Vulnerable Adults and Seniors Team and has worked in both member supervision and market regulation.

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Christine Kieffer
Senior Director, FINRA Investor Education Foundation

Christine Kieffer

Senior Director, FINRA Investor Education Foundation

Christine Kieffer, CRCP®, is senior director of the FINRA Foundation, where she directs research on personal financial issues and develops programs for stakeholders and consumers to advance investor education and fraud prevention initiatives. Christine serves on advisory boards to the National Adult Protective Services Association and FightCybercrime.

12:00 to 15:00

DeepVest Focus Group

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Toby Wade
CEO & Co-Founder, DeepVest

Toby Wade

CEO & Co-Founder, DeepVest

Dr. Toby Wade is the CEO of DeepVest. He is an expert in investment, AI, and machine learning, with over 20 years of experience spanning equities, cryptocurrencies, futures, and currencies. Notable roles include serving as head of machine learning at Gemini, reporting directly to the Winklevoss twins, and head of predictive analytics within the research department at Bank of America. He has held other pivotal roles in hedge funds, financial exchanges, and banking institutions, focusing on alpha research, portfolio management, risk assessment, and trading strategies. Dr. Wade is proficient in natural language processing (NLP), large language models (LLMs), generative AI, and machine learning applications tailored to financial market research. His insights have been featured in prominent publications such as the Financial Times, Institutional Investor, CNBC, and Yahoo Finance. Toby earned his PhD in Statistics from the London School of Economics and Political Science.

12:15 to 13:00

Turning Market Volatility into Predictable 8-12% Annual Preferred Returns

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Shawn Muneio
Managing Partner, BeQuest Asset Management

Shawn Muneio

Managing Partner, BeQuest Asset Management

Shawn Muneio is a managing partner of Bequest Asset Management. He leads the firm's investment strategies, risk management, and compliance adhering to the Investment Advisors Act and Commodity Exchange Act. Mr. Muneio excels in Reg D 506(c), Reg CF, and Reg A funds across asset classes within real estate and energy.

Learn how experienced market investors are building durable returns and income with private credit and real estate. Public markets are becoming more volatile, more correlated, and harder to consistently extract predictable high returns – even for experienced investors. In this session, you'll discover how professional investors are shifting capital into private markets to build durable returns and income, where Bequest fits into that strategy, and how you can access a proven allocation framework and a free resource to strengthen your own portfolio.

12:15 to 13:00

Mastering Market Volatility: Trading Strategies for the Nasdaq-100 Index® in a Dynamic Capital Market

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Kevin Davitt
Head of Index Options Content, Nasdaq

Kevin Davitt

Head of Index Options Content, Nasdaq

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

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

12:15 to 13:00

Exploring Alternatives: New Income and Growth Opportunities for 2026

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

Rudolfo Beltran

Vice President & Head of Capital Acquisition, InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNova Global Fund (formerly Positiviti), brings over three decades of extensive experience in brand management and sales within the beverage industry to his role. With a rich background in senior-level director positions, Mr. Beltran has honed his skills in strategic leadership, market analysis, and customer relationship management. His wealth of knowledge and expertise has been instrumental in driving the growth and success of InNova Global Fund, as they strive to make a positive impact through micro-lending in Kenya. As a visionary leader, Mr. Beltran is deeply committed to fostering partnerships and expanding opportunities for financial inclusion through innovative micro-loan solutions. His dedication to excellence and passion for creating sustainable impact have positioned InNova Global Fund as a Gold sponsor at the prestigious MoneyShow Masters Symposium in Las Vegas. Mr. Beltran's strategic vision and exceptional leadership continue to drive Positiviti Lending toward new heights of success and social responsibility in the world of microfinance.

Sophisticated investors are increasingly turning to alternative investments for income, growth, and diversification as traditional asset classes evolve Explore how private equity, private credit, microlending, and real estate opportunities are being used by companies and advisors to meet investor needs—and how these alternatives may fit into your portfolio

12:15 to 13:00

Breakthrough Biotech Medicine: For Treating the Cause of Death of 65% of All Adults

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Daniel Montano
CEO, Zhittya Genesis Medicine, Inc.

Daniel Montano

CEO, Zhittya Genesis Medicine, Inc.

Dan Montano started at the Los Angeles Stock Exchange in 1968 as a floor broker. Over the next 30 years, he managed thousands of stockbrokers as CEO of several securities firms. As an investment banker, Mr. Montano handled the IPO's of over 100 companies from 1968 until 1998. During that time, he also assisted in starting almost 100 new companies to advance new technologies. In 1998, Mr. Montano left investment banking and dedicated himself to advance biotechnology breakthroughs. Presently, he is CEO of Zhittya Genesis Medicine Inc., a bio-pharmaceutical company developing drug treatments for heart disease, strokes, Parkinson's disease, Alzheimer's, and more.

Learn about Zhittya Genesis Medicine's research into FGF-1 to treat diseases caused by a lack of blood flow such as Heart Disease, Strokes, Parkinson's Disease, Dementia, Type-2 Diabetes and more!

12:25 to 13:10

Energy Finance: How to Generate Income, Profits by Teaming with Best-in-Class Operators

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Tim Davis
Co-Founder and Managing Partner, Basin Ventures

Tim Davis

Co-Founder and Managing Partner, Basin Ventures

For over 15 years, Tim Davis has practiced law in several capacities. He brings an in-depth understanding of contracts, agreements, and regulatory compliance, which allows Basin to ensure deals and projects are structured correctly and investor or partner interests are protected.

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Adam Butcher
President and Managing Partner, Basin Ventures

Adam Butcher

President and Managing Partner, Basin Ventures

Adam Butcher has 20 years of experience as a land broker, business owner, and investor. He managed projects on behalf of energy leaders such as Chesapeake Energy, Kimmeridge Energy, and over 40 industry players. Mr. Butcher's expertise in the land and legal aspects of the energy industry extends throughout the United States.

- Basin Ventures is a leader in energy asset management, focusing on non-operated working interests, partnering with best-in-class operators around the United States. - With over 100 years of combined experience, our team has directly managed and deployed $1.25 billion since 2014, across numerous energy sector and other projects. - We diversify across multiple proven basins, multiple proven operators, and, most importantly, we have opportunistic exposure to both oil and natural gas producing assets.

12:50 to 13:20

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

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Dan Sauer
President and CEO, Vertical Petroleum Industries

Dan Sauer

President and CEO, Vertical Petroleum Industries

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

Oil drilling joint ventures offer a unique combination of profit potential, tax benefits, and customizable investment strategies. As energy demand remains strong, these projects can provide accelerated returns and a powerful hedge against traditional market volatility. Dan will break down how these investments work, what makes a project successful, and why his approach has consistently delivered results for investors.

13:00 to 13:45

Exhibit Hall Break

13:00 to 13:30

Meet and Greet with Dan Ives and Peter Tuchman

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Daniel Ives
Managing Director, Global Head of Technology Research, Wedbush Securities

Daniel Ives

Managing Director, Global Head of Technology Research, Wedbush Securities

Daniel Ives is a managing director and senior equity research analyst covering the technology sector at Wedbush Securities, where he has been since 2018. He also serves as the global head of technology research at Wedbush. Mr. Ives has been a tech analyst on Wall Street for over two decades, covering software and the broader technology landscape. Dan began his career as a financial analyst at HBO before earning his MBA in Finance and becoming a globally recognized technology equity research analyst and managing director at FBR Capital Markets, where he spent 16 years focusing on enterprise software and hardware sectors—including cybersecurity, cloud computing, big data, and the mobile landscape. A major area of his current research is electric vehicles and disruptive technologies expected to shape the next decade. Mr. Ives is a highly sought-after tech expert, regularly speaking at events across the US, Europe, Australia, and Asia. He frequently appears on television networks including CNBC, Bloomberg, CNN, Fox News, BBC, NBC, CBS, ABC, MSNBC, France 24, Sky News, ABC Australia, and TV Tokyo, among others, to provide expert commentary on the technology sector. He has also appeared on The Today Show, Good Morning America, CBS Mornings, PBS NewsHour, NBC Nightly News, ABC World News Tonight, CBS Evening News, CNN's Erin Burnett OutFront, Last Week Tonight with John Oliver, and The Daily Show. Dan can often be heard on tech-related radio segments for Bloomberg, ABC News, NPR, BBC, and other major outlets. His insights are regularly cited by global publications such as The Wall Street Journal, USA Today, Investor's Business Daily, Chicago Tribune, New York Post, Los Angeles Times, Newsweek, The Telegraph, San Francisco Chronicle, Time Magazine, Le Monde, The Washington Post, The Guardian, The Boston Globe, Daily Mail, South China Morning Post, Barron's, The Times of London, Financial Times, Le Figaro, The Sydney Morning Herald, and The New York Times, among many others.

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Peter Tuchman
Moderator-In-Chief, The Wall Street Global Trading Academy

Peter Tuchman

Moderator-In-Chief, The Wall Street Global Trading Academy

Peter Tuchman commonly known as the Einstein Of Wall Street, has been covering institutional trading, hedge funds, convertible, arbitrage, and retail markets for more than 35 years. Mr. Tuchman has maintained the title of the most photographed and famous stockbroker in the world! For decades with his expressive photographs, adorning newspapers, articles, and TV shows globally, he has been seen on CNBC, Fox News, CNN, and Money News Network. As well as being a partner in Wall Street, he is the moderator-in-chief at The Wall Street Global Trading Academy, which is a globally renowned school that teaches technical analysis, and risk management to thousands of students throughout the world. Peter Tuchman and his partner, David Green teach thousands of students how to navigate markets successfully in this wild world using technical analysis and mismanagement preeminent tools. Mr. Tuchman is a motivational public speaker as well as a globally known social media influencer mentoring thousands of students of markets, humanity, and the psychology of gratitude.

13:05 to 13:35

How a new Gold and Copper discovery in 2026 can transform a small portion of your portfolio

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

Christopher Berlet

President, CEO, & Director, Stakeholder Gold Corporation

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

Copper is on almost every international Critical Mineral list, and Gold is entering a new paradigm across currency markets. A new discovery of these metals within a rapidly developing new mining jurisdiction (White Gold District of the Yukon Territory, Canada) can galvanize your portfolio returns in 2026 (Stakeholder Gold Corp. TSX-V: SRC, OTCQB: SKHRF).

13:20 to 14:05

Where AI Is Expected to Deliver Operating Leverage Tomorrow

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Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas Inc.

Kim Bolton

President and Portfolio Manager, Black Swan Dexteritas Inc.

Kim Bolton is the founder of Black Swan Dexteritas Inc., and the portfolio manager for BSD's flagship Global Technology Hedge Fund. Mr. Bolton's previous experience includes 35 years of portfolio management and securities trading experience at Toronto Dominion Bank, CIBC Asset Management, and BP p.l.c. (formerly British Petroleum) and has successfully managed portfolios in excess of $3.5 billion. Mr. Bolton has an MBA degree from Schulich School of Business and a Bachelor of Science degree from Trent University. You may recognize him as the 'technology stock expert' featured monthly on BNN Bloomberg's "Market Call" show.

13:30 to 14:00

Taking Travel by Storm: Invest in the Company About to Become a Unicorn

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Kevin Bidner
CEO and Founder, The Hotel Communication Network

Kevin Bidner

CEO and Founder, The Hotel Communication Network

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

Prepare for a game-changing evolution in the multi-trillion-dollar travel industry, one poised to revolutionize the way we explore the world • With the millennial generation taking the lead as the dominant consumer group, the travel sector is on the brink of transformation, presenting remarkable investment opportunities • Learn about HCN - the Hotel Communication Network - and how its trailblazing software technology and innovative solutions are revolutionizing the industry

13:30 to 14:00

Meet and Greet and Book Signing with Jeff Hirsch

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Jeffrey Hirsch
CEO, Hirsch Holdings

Jeffrey Hirsch

CEO, Hirsch Holdings

Jeffrey A. Hirsch is CEO of Hirsch Holdings, editor-in-chief of the Stock Trader's Almanac and publisher of Almanac Investor at www.stocktradersalmanac.com. Jeff is the author of The Little Book of Stock Market Cycles (Wiley, 2012) and Super Boom: Why the Dow Will Hit 38,820 and How You Can Profit from It (Wiley, 2011). He worked with founder Yale Hirsch for over twenty years, taking over for him in 2001. A 35-year Wall Street veteran, he appears on CNBC, Bloomberg, Fox Business, and many other financial media outlets. Now in its 58th year, the Stock Trader's Almanac has been published every year since 1968.

13:45 to 14:30

Two of My Favorite Trading Strategies

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Kenny Glick
Founder, HitTheBid.com

Kenny Glick

Founder, HitTheBid.com

Kenny Glick, often referred to as the grandfather of day trading, has been trading for over 30 years. Previously an SOES bandit and tape reader, he now focuses all his trading on VWAP (Volume-Weighted Average Price). Using an algorithm that he's built around the VWAP, his primary focus is on exploiting previous mistakes over the last 30 years. Mr. Glick uses VWAP to prove the market is, in fact, rigged — and that's a good thing. It's rigged to VWAP and multiple time frame VWAP. Kenny spends most of his time on his own website, HitTheBid.com, doing live webinars all day. He demonstrates to his members the intricacies of VWAP in a live setting, and viewers are able to follow along with his live trades and gain an education through the commentary.

Kenny is sometimes referred to as the "grandfather of day trading," with more than 30 years of experience • He'll demonstrate two of his favorite trading strategies - the "foShoBro VWAP Break Earnings Reversal" and the "Finger of God VWAP Reversal"

13:45 to 14:30

Stagflation Investing: An Inflation-Resilient Strategy

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Steve Hou
Senior Researcher, Bloomberg Index Research

Steve Hou

Senior Researcher, Bloomberg Index Research

Steve Hou is a senior researcher for Bloomberg Index Research. His research covers systematic equity and multi-asset investment strategies. Prior to joining Bloomberg, he was a researcher of systematic equity strategies at AQR Capital Management LLC. Dr. Hou graduated with a PhD in financial economics from the University of Michigan in 2018. He previously completed graduate and undergraduate studies from ETH Zurich and the University of Virginia.

With slowing growth and persistent inflation, how should you position your portfolio • Steve will show you how you can leverage inflation surprises in your portfolio - using the Bloomberg inflation surprise index as a key tool

13:45 to 14:30

Selling Cash-Secured Puts to Buy a Stock at a Discount or to Enter a Covered Call Trade

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Dr. Alan Ellman
President, The Blue Collar Investor Corp.

Dr. Alan Ellman

President, The Blue Collar Investor Corp.

Dr. Alan Ellman is president of The Blue Collar Investor Corp. and author of 9 best-selling books on covered call writing and selling puts. His 4th book, Stock Investing for Students, is now required reading at several colleges. Alan has been trading stock options since 1995, and The Blue Collar Investor Corp. was started in January 2007. He has also produced several video courses, published hundreds of articles, and produced hundreds of videos on this subject. Dr. Ellman has been a frequent guest on financial forums such as the Options Industry Council's Wide World of Options, StockCharts TV, and The Money Answers Radio program. He is also a national speaker for The MoneyShow, a contributor for the Options Industry Council and the American Association of Individual Investors, as well as an educational contributor to Nasdaq.com. Alan was also named best teacher of covered calls on Snapchat GPT. He is on the Board of Directors for Education for Quasar Markets and has completed the Series 65-Investment Advisor Rep requirements. He has also served as an expert witness and consultant in a multi-million-dollar options trial.

Selling cash-secured puts is a low-risk option-selling strategy which generates weekly or monthly cash-flow. This presentation will detail how to craft the strategy to generate cash flow, buy a stock at a discounted price or to initiate a covered call trade. Topics included in the webinar include: Option basics; The 3-required skills; and 4-practical applications. Real-life examples along with rules, guidelines and calculations are included in this presentation.

13:45 to 14:30

Why Fixed Income Benchmarks Fail Investors - And Where You Can Find Opportunity

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David Sherman
President & Chief Investment Officer, CrossingBridge Advisors

David Sherman

President & Chief Investment Officer, CrossingBridge Advisors

David Sherman is the president and chief investment officer of CrossingBridge's $4 billion AUM. All four of the firm's proprietary mutual funds that are eligible by Morningstar are ranked 5 stars. Lipper Associates recognized CrossingBridge as the top Fixed Income Fund Family of Smaller Firms in 2025. The firm specializes in corporate credit opportunities with a focus on high-yield, stressed, and distressed opportunities. Mr. Sherman founded CrossingBridge Advisors in 2016 and its predecessor and parent company, Cohanzick Management, in 1996. David began his 37-year investment career in high-yield and distressed securities at Leucadia National in 1987, following internships at Drexel Burnham Lambert's High Yield and Convertible Bond department based in Los Angeles. During his 10-year tenure at Leucadia, he served as vice president focused on corporate investments and acquisitions as well as engaging as treasurer of Leucadia's insurance operations with $3 billion of assets. Currently, Mr. Sherman is an adjunct professor in NYU Sterns Finance Department focused on Global Value Investing.

Learn new strategies for navigating and generating solid income in fixed income markets

13:45 to 14:30

When Only the Best Will Do

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Jim Woods
Eagle Financial Publications

Jim Woods

Eagle Financial Publications

Jim Woods is a 20-plus-year veteran of the markets with varied experience as a broker, hedge fund trader, financial writer, author and newsletter editor. He is the editor and investment director of Investing Edge, Crypto & Commodities Trader, Bullseye Stock Trader, Tactical Trader, and The Deep Woods e-Letter (Mr. Woods also co-directs the Fast Money Alert trading service, alongside Dr. Mark Skousen). The independent firm TipRanks has rated Mr. Woods the #1 financial blogger in the world (out of more than 6,000 competing analysts), and has been ranked inside the Top 12 globally for more than a decade. His books include co-authoring, Billion Dollar Green: Profit from the Eco Revolution, and The Wealth Shield: How to Invest and Protect Your Money from Another Stock Market Crash, Financial Crisis or Global Economic Collapse. Mr. Woods formerly worked with Investor's Business Daily founder William J. O'Neil, helping to author training courses in the CANSLIM stock-picking methodology. He is known in professional and personal circles as "The Renaissance Man," because his expertise includes such varied fields as composing and performing music, western horsemanship, combat marksmanship, martial arts, auto racing, and bodybuilding. Mr. Woods holds a BA in philosophy from the University of California, Los Angeles, and is a former U.S. Army paratrooper. A self-described "radical for capitalism," he celebrates the virtue of making money from his Southern California horse ranch.

Jim will show you how to employ five factors you can use successfully trade only the very best stocks, at the precise right time • Plus, he'll teach you about the added bonus tool he calls the "force multiplier" of equity trading

13:45 to 14:15

Power, Scarcity and Survival: War, AI and the Assets That Power Modern Economies

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Frank Holmes
Interim CEO and Executive Chairman, HIVE Digital Technologies, Ltd.

Frank Holmes

Interim CEO and Executive Chairman, HIVE Digital Technologies, Ltd.

Frank Holmes is the CEO and CIO of U.S. Global Investors, known for its mutual fund and ETF offerings in gold and precious metals, emerging markets, natural resources and airlines. He is a much sought-after keynote speaker and regular contributor to major financial media outlets. Mr. Holmes also serves as Chairman of HIVE Digital Technologies.

As geopolitics, defense, and technology converge, economic power is being reshaped by access to energy, compute, and scarce, trusted assets. Frank Holmes connects the dots between modern, data-driven warfare, infrastructure-dependent AI, and the assets capital turns to when systems are stressed. From AI compute and digital assets to gold and energy-backed infrastructure, this is a framework for investing in resilience when stability is no longer guaranteed.

13:45 to 15:45

The AI Revolution and Tech Trade in 2026*

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Peter Tuchman
Moderator-In-Chief, The Wall Street Global Trading Academy

Peter Tuchman

Moderator-In-Chief, The Wall Street Global Trading Academy

Peter Tuchman commonly known as the Einstein Of Wall Street, has been covering institutional trading, hedge funds, convertible, arbitrage, and retail markets for more than 35 years. Mr. Tuchman has maintained the title of the most photographed and famous stockbroker in the world! For decades with his expressive photographs, adorning newspapers, articles, and TV shows globally, he has been seen on CNBC, Fox News, CNN, and Money News Network. As well as being a partner in Wall Street, he is the moderator-in-chief at The Wall Street Global Trading Academy, which is a globally renowned school that teaches technical analysis, and risk management to thousands of students throughout the world. Peter Tuchman and his partner, David Green teach thousands of students how to navigate markets successfully in this wild world using technical analysis and mismanagement preeminent tools. Mr. Tuchman is a motivational public speaker as well as a globally known social media influencer mentoring thousands of students of markets, humanity, and the psychology of gratitude.

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Daniel Ives
Managing Director, Global Head of Technology Research, Wedbush Securities

Daniel Ives

Managing Director, Global Head of Technology Research, Wedbush Securities

Daniel Ives is a managing director and senior equity research analyst covering the technology sector at Wedbush Securities, where he has been since 2018. He also serves as the global head of technology research at Wedbush. Mr. Ives has been a tech analyst on Wall Street for over two decades, covering software and the broader technology landscape. Dan began his career as a financial analyst at HBO before earning his MBA in Finance and becoming a globally recognized technology equity research analyst and managing director at FBR Capital Markets, where he spent 16 years focusing on enterprise software and hardware sectors—including cybersecurity, cloud computing, big data, and the mobile landscape. A major area of his current research is electric vehicles and disruptive technologies expected to shape the next decade. Mr. Ives is a highly sought-after tech expert, regularly speaking at events across the US, Europe, Australia, and Asia. He frequently appears on television networks including CNBC, Bloomberg, CNN, Fox News, BBC, NBC, CBS, ABC, MSNBC, France 24, Sky News, ABC Australia, and TV Tokyo, among others, to provide expert commentary on the technology sector. He has also appeared on The Today Show, Good Morning America, CBS Mornings, PBS NewsHour, NBC Nightly News, ABC World News Tonight, CBS Evening News, CNN's Erin Burnett OutFront, Last Week Tonight with John Oliver, and The Daily Show. Dan can often be heard on tech-related radio segments for Bloomberg, ABC News, NPR, BBC, and other major outlets. His insights are regularly cited by global publications such as The Wall Street Journal, USA Today, Investor's Business Daily, Chicago Tribune, New York Post, Los Angeles Times, Newsweek, The Telegraph, San Francisco Chronicle, Time Magazine, Le Monde, The Washington Post, The Guardian, The Boston Globe, Daily Mail, South China Morning Post, Barron's, The Times of London, Financial Times, Le Figaro, The Sydney Morning Herald, and The New York Times, among many others.

If you want to understand technology and AI companies better, this is the course for you! Join Dan Ives, managing director and global head of technology research at Wedbush Securities, and Peter Tuchman, moderator-in-chief at The Wall Street Global Trading Academy, as they ... • Walk you through everything occuring in the technology space (and the industries serving it) • Explain which evolving trends will impact AI and tech stocks in 2026 - and how you can capitalize on them • Identify what top names you should target for maximum profit It's timely, actionable education from two of the sharpest tech and trading experts on or off Wall Street - and it's waiting for you in Las Vegas

14:10 to 14:40

How to Use Trading Terminal Market Atlas and Nasdaq TotalView for Consistent Day Trading Profits

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Andrew Aziz
Founder, Bear Bull Traders

Andrew Aziz

Founder, Bear Bull Traders

Andrew Aziz is a Canadian trader, investor, and official Forbes Council member. He ranked as one of Amazon Books' top 100 bestselling authors in the Business and Finance category for five consecutive years, from 2016 to 2022. Mr. Aziz's book on finance has been published in eight different languages. In 2016, he founded Bear Bull Traders, an online community of independent traders that offers learning tracks based on the strategies discussed in Mr. Aziz's bestselling books. The program guides members through every step of strategy development and the trading process. In 2021 and 2022, Investopedia and Business Insider ranked Mr. Aziz and Bear Bull Traders as the best online day trading course with the only community that has clinical psychologists and performance coaches on staff to help traders on that very critical aspect of trading.

14:15 to 14:45

High-Yield Investing: A Strategy That Works No Matter What the Markets Does

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Tim Plaehn
Lead Research Analyst, Investors Alley, a Subsidiary of Magnifi Communities

Tim Plaehn

Lead Research Analyst, Investors Alley, a Subsidiary of Magnifi Communities

Tim Plaehn is the lead research analyst for income and dividend investing at Investors Alley, a subsidiary of Magnifi Communities. He is the editor of The Dividend Hunter, Weekly Income Accelerator, and Monthly Dividend Multiplier. Mr. Plaehn was formerly in the US Air Force serving as an F-16 fighter pilot and instructor. Several times a year he offers live training courses on income investing, covered call trading, and portfolio management.

14:25 to 14:55

How to Trade Longer-Term Trends from a Technician's Perceptive

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TG WATKINS
Director of Stocks, Simpler Trading

TG WATKINS

Director of Stocks, Simpler Trading

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

After two decades of trading, TG Watkins has distilled some of his key insights for finding and managing longer term trends into this presentation. You will walk away with new eyes for the market and insights you have not considered before which will help you ride the longer term waves of the market. TG will show you the method he uses everyday which will benefit you in your trading goals.

14:40 to 15:25

A One-Of-A-Kind Investment That Builds Wealth Now and for Generations

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Ian Selig
Vice President of Investor Relations, Safehold, Inc.

Ian Selig

Vice President of Investor Relations, Safehold, Inc.

Ian Selig is an investor relations and business development professional with a proven record for effectively planning, executing, and communicating broad strategic direction. He currently serves as the vice president of Investor Relations for Safehold Inc. (NYSE: SAFE) and iStar (NYSE: STAR). Mr. Selig has extensive managerial and executive experience in both financial and global consumer products organizations with expertise integrating finance, communication, marketing, securities law, and compliance. He is a graduate of Skidmore College.

For the first time, the individual investor can now participate in an investment and asset class that was once only accessible to churches, universities, and royal families.

14:40 to 15:25

The "Golden" One-Day Options Trade

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Jeff Tompkins
President and Chief Investment Strategist, Altos Trading

Jeff Tompkins

President and Chief Investment Strategist, Altos Trading

Jeff Tompkins, a professional stock, options, and futures trader, has a BS in finance from Santa Clara University and over 20 years of experience trading the markets. His successful career led him to create Altos Trading, LLC in order to help others achieve financial freedom through consistent and profitable trading strategies. Mr. Tompkins has successfully been trading since 1999, and over the years he has developed an arsenal of highly tested trading strategies which have remained effective regardless of market conditions.

Believe it or not, there is a little-known trade setup that can profit in only one day, regardless of which direction the market moves. Join Jeff to discover how he trades this strategy for consistent daily wins. He will reveal how to spot it, how to trade it, and ultimately how to minimize losses and maxmimize profits. Whether you're just starting out or are a seasoned veteran, this is must-have information for today's markets.

14:40 to 15:25

Build Your Own Killer Strategy With AI

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Pouya Taaghol, PhD
CEO and Founder, Financial AI

Pouya Taaghol, PhD

CEO and Founder, Financial AI

Dr. Pouya Taaghol is Founder and CEO of Big Data Federation and its hedge fund subsidiary. A former CTO at Cisco and Intel, he led technology strategy and holds over 70 patents.

Interactive research, strategy design, testing, and execution in one intelligent investment workflow across multiple asset classes.

14:40 to 15:25

Oil and Gas Market Analysis : An Oil Producers Perspective

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Alan Girardot
President and CEO, Rush Creek Resources LLC

Alan Girardot

President and CEO, Rush Creek Resources LLC

Alan Girardot, president and CEO of Rush Creek Resources, is an energy entrepreneur and independent Texas and Oklahoma oil man. He established Rush Creek in 2014 during the initial shockwave of the most recent oil crash. Rush Creek capitalizes on value investing opportunities in the energy asset marketplace brought on by lower-for-longer oil prices.

Join in as CEO of Rush Creek Resources, Alan Girardot, covers current oil and gas market conditions. Learn about commodity pricing trends, geopolitical shifts, domestic challenges facing the oil markets in the U.S., the coming A.I. storm, the bitcoin boom occurring in oil, and how to position your portfolio for profits.

14:40 to 15:25

The AI Operating Leverage Playbook: What Works Now, What Scales Next

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Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas Inc.

Kim Bolton

President and Portfolio Manager, Black Swan Dexteritas Inc.

Kim Bolton is the founder of Black Swan Dexteritas Inc., and the portfolio manager for BSD's flagship Global Technology Hedge Fund. Mr. Bolton's previous experience includes 35 years of portfolio management and securities trading experience at Toronto Dominion Bank, CIBC Asset Management, and BP p.l.c. (formerly British Petroleum) and has successfully managed portfolios in excess of $3.5 billion. Mr. Bolton has an MBA degree from Schulich School of Business and a Bachelor of Science degree from Trent University. You may recognize him as the 'technology stock expert' featured monthly on BNN Bloomberg's "Market Call" show.

This session connects the dots between today’s proven AI ROI and tomorrow’s emerging breakthroughs. We’ll map how AI creates operating leverage across industries, first by boosting utilization and reducing waste, then by shifting from copilots to agents and autonomous execution. Attendees will leave with a repeatable “playbook” to evaluate AI initiatives and investments: the KPIs that matter, the adoption signals that predict scale, and the moats that separate durable winners from short-lived hype.

14:50 to 15:20

The Data Dividend: Igniting the Next Era of AI Powered Cures for Cancer

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Jeff Busch
CEO, Ignite Proteomics

Jeff Busch

CEO, Ignite Proteomics

Jeffrey Busch is an experienced successful Public company CEO and has been recently appointed as CEO for Ignite and Pearsanta under the symbol ADTX.  His mission is to take the companies public.  Mr. Busch has been founder and fulfilled the CEO role of five successful public companies which several he took to over a billion-dollar market cap. He has been involved with multiple biotech companies in leadership roles. 

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Faith Zaslavsky
President, Ignite Proteomics

Faith Zaslavsky

President, Ignite Proteomics

A 26-year veteran of the oncology space, Faith previously served as President of Oncology at Myriad Genetics , CEO of IMAC Holdings, Ignite Proteomics and Theralink Technologies. She has a proven track record of commercializing game-changing diagnostics (including BRCA1/2)and developing a suite of solutions for oncology providers. She also currently serves on the Board of the American Society of Breast Surgeons Foundation. Her focus is on scaling Ignite Proteomics’s Medicare-reimbursed platform into the global oncology market 

We are solving oncology's biggest problem by generating RPPA's(Reverse Phase Protein Array) high-sensitivity data into actionable therapeutic targets with proprietary AI integration. We provide new strategies and hope for patients and their physicians that face the cancer journey.

14:55 to 15:40

Introducing InNova Global Fund: Empowering Change Through Microfinance in Kenya

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

Rudolfo Beltran

Vice President & Head of Capital Acquisition, InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNova Global Fund (formerly Positiviti), brings over three decades of extensive experience in brand management and sales within the beverage industry to his role. With a rich background in senior-level director positions, Mr. Beltran has honed his skills in strategic leadership, market analysis, and customer relationship management. His wealth of knowledge and expertise has been instrumental in driving the growth and success of InNova Global Fund, as they strive to make a positive impact through micro-lending in Kenya. As a visionary leader, Mr. Beltran is deeply committed to fostering partnerships and expanding opportunities for financial inclusion through innovative micro-loan solutions. His dedication to excellence and passion for creating sustainable impact have positioned InNova Global Fund as a Gold sponsor at the prestigious MoneyShow Masters Symposium in Las Vegas. Mr. Beltran's strategic vision and exceptional leadership continue to drive Positiviti Lending toward new heights of success and social responsibility in the world of microfinance.

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

15:05 to 15:50

The 20-Day EMA Undercut: Profit From The Setup That Stops Out Everyone Else

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Deron Wagner
Founder and Head Portfolio Manager, Morpheus Trading Group

Deron Wagner

Founder and Head Portfolio Manager, Morpheus Trading Group

Deron Wagner is a professional trader, former hedge fund manager, and founder of Morpheus Trading Group (MTG), America's first IEAC-accredited trading education firm. A former proprietary trader who trained professionals at major U.S. trading firms, Wagner has authored five books on trading published by Bloomberg Press, Wiley, and McGraw-Hill, including the Gold Medal–winning Trading ETFs: Gaining an Edge with Technical Analysis. Wagner has appeared on CNBC, ABC, and Yahoo! FinanceVision, and has been a featured speaker at MoneyShow conferences for over 20 years, including internationally at MoneyShow Shanghai. His swing trading newsletter, The Wagner Daily, has been in continuous publication since 2002. Through MTG, he has educated over 5,000 paid students. Known for his psychology-first approach to trading education, Wagner's core philosophy—"Trade What You See, Not What You Think"—emphasizes the behavioral discipline that separates consistently profitable traders from the rest. In 2024, MTG became the first trading education company worldwide to achieve IEAC accreditation. Wagner is currently expanding MTG's flagship TradeQuest certification program across the United States and Southeast Asia.

Learn to profit when others get stopped out. Former hedge fund manager and author Deron Wagner reveals the 20-day EMA undercut—a systematic approach to positioning with institutions instead of against them. Featuring Ev Goodwin, 45-year veteran who achieved a consistently profitable win rate after learning volume analysis and systematic application. See the patterns that separate valid undercuts from breakdowns. Get free guide. Meet both at our booth after.

15:30 to 16:00

Reinventing Index Investing

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Brett Lyman
Co-Founder and IAR, LymanWealth LLC

Brett Lyman

Co-Founder and IAR, LymanWealth LLC

As co-founder of LymanWealth LLC, Brett J. Lyman specializes in algorithmic investing and data modeling to drive efficient investment strategies. He has been a software engineer and experienced investor since the early 2000s and holds a degree in Computer Science and an MBA.

After last year's standing-room-only presentation, Brett Lyman is back! Come learn how three engineers reinvented index investing by converting volatility into a growth engine. • Brett will discuss algorithmic discipline, realized gains, and full automation. High returns are easy to advertise, but stability is engineered.

15:35 to 16:20

The Power of Consistency: The Story of NNN REIT, Inc.

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Chris Barry
VP, Corporate Communications and Investor Relations, NNN REIT, Inc.

Chris Barry

VP, Corporate Communications and Investor Relations, NNN REIT, Inc.

Chris Barry is vice president of corporate communications and investor relations for NNN REIT, Inc.He joined the company in May 1996 and oversees all media relations, internal and external communications, and retail investor relations. Mr. Barry is a member of the National Investor Relations Institute, the National Association of Real Estate Investment Trusts, and the International Council of Shopping Centers.

For more than 40 years, NNN REIT, Inc. has applied a multi-year view to its operations, paying attention to market ebbs and flows but focusing on producing consistent per-share results for the long term. This has enabled NNN to successfully navigate all types of market conditions and provide shareholders with solid, stable progress. NNN shareholders have enjoyed 36 consecutive annual dividend increases and a 25-year average annual total return of approximately 12%. Join us and learn how NNN's mix of discipline, durability and flexibility has created recurring dividend income that could provide a bit of consistency for your portfolio.

15:35 to 16:20

The Alternative Asset Class Combining Fine Art with Precious Metals

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Michael Sheppard
Partner and Director of Investor Relations, Treasure Investments Corporation & Foundry Michelangelo

Michael Sheppard

Partner and Director of Investor Relations, Treasure Investments Corporation & Foundry Michelangelo

Michael Sheppard presently serves as a partner and director of investor relations for Treasure Investments Corporation and CEO/chairman of Nevada Mining Company. As former president of the America Cancer Society in Wisconsin, he has raised millions of dollars for charities conducting live auctions using donated Ghiglieri fine art since 1998. Mr. Sheppard has raised over $400,000,000 as president of the National Community Foundation and is a nationally known speaker on estate planning. Recently, he negotiated an international partnership with the renowned Ferdinando Marinelli Foundry in Florence, Italy, granting Treasure Investments the exclusive right to produce the world's only pure silver Pieta by Michelangelo.

Discover the alternative asset class that combines fine art with precious metals—and that has consistently outperformed the markets • Find out how to invest in a privately held, profitable company preparing to go public

15:35 to 16:20

Investor Insights: Tips and Tools for Smarter Investing

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Robert Mascio
Director of Investor Education, FINRA Investor Education Foundation

Robert Mascio

Director of Investor Education, FINRA Investor Education Foundation

Rob Mascio is a Director for the FINRA Foundation, for which he cultivates and manages programs to protect consumers from financial fraud. He previously managed FINRA's Vulnerable Adults and Seniors Team and has worked in both member supervision and market regulation.

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Christine Kieffer
Senior Director, FINRA Investor Education Foundation

Christine Kieffer

Senior Director, FINRA Investor Education Foundation

Christine Kieffer, CRCP®, is senior director of the FINRA Foundation, where she directs research on personal financial issues and develops programs for stakeholders and consumers to advance investor education and fraud prevention initiatives. Christine serves on advisory boards to the National Adult Protective Services Association and FightCybercrime.

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15:35 to 16:20

Building Wealth, Building Communities – Inside the PRC Equity Fund

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Charles Williams
Owner and Managing Member

Charles Williams

Owner and Managing Member

Charles Williams, a Dallas native and former engineer turned financier, built a national reputation as a visionary commercial real estate lender, developer, and podcast host—bridging technical precision with financial innovation to create transformative real estate and investment opportunities across communities.

15:50 to 16:35

What is Rise Capital Group?

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Brent Franklin
Founder and CEO, Rise Capital Group

Brent Franklin

Founder and CEO, Rise Capital Group

Brent Franklin is the founder and chief executive officer of Rise Capital Group, a privately held investment firm focused on oil and gas asset acquisition and development. With over 170 aum in assets under management and several active funds collectively raising $250 million, he has built a proven reputation for performance, discipline, and consistency.

This session provides an overview of Rise Capital Group, a private capital investment firm and manager of the Energy Flex Fund, an actively managed private oil and gas investment platform designed for accredited investors to invest into oil and gas and other alternatives. Attendees will learn how the fund is structured, its investment strategy across proven fields in the U.S. basins, and the firm’s disciplined approach to mitigate risk, capital allocation, and operational execution while being vertical integrated. The discussion will also cover the multiple investment vehicles within the Energy Flex fund. They will explain how cash flow generates and potential tax advantages are created through participation.

16:00 to 16:45

Fixed Income – Unlimited Opportunity

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Josh Tolley
CEO & Owner, SCEPTYR

Josh Tolley

CEO & Owner, SCEPTYR

Josh Tolley, Chairman of Tolley & Co, serves as CEO of Sceptyr, a leading finance and commerce company focused on creating and protecting generational wealth. He has been featured by Fox Business, NPR, Kiplinger, and others.

Profiling Sceptyr's 13.22% APY fixed income offerings and how, when paired with legacy protection services it provides a vehicle for legacy wealth creation and protection that spans generations. Business owners will also enjoy learning how their balance sheet can become an income source rivaling business profits.

16:10 to 16:40

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

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Kevin Davitt
Head of Index Options Content, Nasdaq

Kevin Davitt

Head of Index Options Content, Nasdaq

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

Explore the transformative impact of the Nasdaq-100 Index since 1985, highlighting its unique construction focused on non-financial securities that drive growth and innovation. Nasdaq's Kevin Davitt will dive into the NDX's global investment ecosystem, including stocks, ETFs, futures, and index options like NDX and XND index options, noting significant volume growth in recent years due to increased passive investing and demand for macro risk management tools.

16:15 to 18:15

The SRC Method Masterclass: Systematic, Repeatable, Consistent Profits That Generated $700K in 2025*

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Markus Heitkoetter
CEO, Rockwell Trading Services, LLC

Markus Heitkoetter

CEO, Rockwell Trading Services, LLC

Born and raised in Germany, Markus Heitkoetter left the corporate grind at IBM in 2002 and moved to Austin, TX, with just $30,000. Now a millionaire trader and investor, he has written four best-sellers and founded Rockwell Trading. When the S&P 500 crashed in 2022, his "Wheel Strategy" earned him 62% in realized profit. And when not helping traders and investors achieve amazing results through smart trading and investing, you can find Mr. Heitkoetter riding his Harley, traveling the world, and living the #pxolife.

Tired of inconsistent trading results? Learn the engineered approach to wealth building that Markus Heitkoetter, CEO of Rockwell Trading Services, used to produce over $700,000 in realized profits. This comprehensive two-hour course will teach you ... • The complete system: Scanning methodologies entry criteria, position management, and exit strategies • How the system can work in any market condition • Why it involves no gambling and no guesswork - just systematic profit

16:20 to 16:50

Exhibit Hall Break

16:45 to 17:30

Decentralizing Life Sciences: A Public-Market-Driven Platform

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Amro Albanna
Co-Founder, Chairman, and CEO, Aditxt, Inc.

Amro Albanna

Co-Founder, Chairman, and CEO, Aditxt, Inc.

Amro Albanna is co-founder, chairman and CEO of Aditxt, a Nasdaq-listed social innovation platform decentralizing life sciences, with programs spanning cancer, autoimmunity, infectious diseases, and women’s health. He has built disruptive private and public ventures across technology, medtech, biotech, and nanotech.

16:50 to 17:35

Taking Travel by Storm: Invest in the Company About to Become a Unicorn

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Kevin Bidner
CEO and Founder, The Hotel Communication Network

Kevin Bidner

CEO and Founder, The Hotel Communication Network

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

Prepare for a game-changing evolution in the multi-trillion-dollar travel industry, one poised to revolutionize the way we explore the world • With the millennial generation taking the lead as the dominant consumer group, the travel sector is on the brink of transformation, presenting remarkable investment opportunities • Learn about HCN - the Hotel Communication Network - and how its trailblazing software technology and innovative solutions are revolutionizing the industry

16:50 to 17:35

Building Smarter Portfolios in Seconds: AI-Driven Construction, Stress Testing, and Optimization

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Toby Wade
CEO & Co-Founder, DeepVest

Toby Wade

CEO & Co-Founder, DeepVest

Dr. Toby Wade is the CEO of DeepVest. He is an expert in investment, AI, and machine learning, with over 20 years of experience spanning equities, cryptocurrencies, futures, and currencies. Notable roles include serving as head of machine learning at Gemini, reporting directly to the Winklevoss twins, and head of predictive analytics within the research department at Bank of America. He has held other pivotal roles in hedge funds, financial exchanges, and banking institutions, focusing on alpha research, portfolio management, risk assessment, and trading strategies. Dr. Wade is proficient in natural language processing (NLP), large language models (LLMs), generative AI, and machine learning applications tailored to financial market research. His insights have been featured in prominent publications such as the Financial Times, Institutional Investor, CNBC, and Yahoo Finance. Toby earned his PhD in Statistics from the London School of Economics and Political Science.

16:50 to 17:35

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

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Dan Sauer
President and CEO, Vertical Petroleum Industries

Dan Sauer

President and CEO, Vertical Petroleum Industries

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

Oil drilling joint ventures offer a unique combination of profit potential, tax benefits, and customizable investment strategies. As energy demand remains strong, these projects can provide accelerated returns and a powerful hedge against traditional market volatility. Dan will break down how these investments work, what makes a project successful, and why his approach has consistently delivered results for investors.

16:50 to 17:35

Type-2 Diabetes Reversed by Zhittya's FGF-1

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Viktoriya Montano
Vice President of Strategic Innovations, Zhittya Genesis Medicine Inc.

Viktoriya Montano

Vice President of Strategic Innovations, Zhittya Genesis Medicine Inc.

Viktoriya (Vika) Tamlenova-Montano is vice president of strategic innovations for Zhittya Genesis Medicine Inc. For the last 20 years, she has been involved with biotechnology, handling technology transfer from Ukrainian biotechnology companies to the USA, clinical trials, and research of new applications of angiogenesis medicines. Ms. Montano holds three Bachelor's degrees and a Master's degree from prestigious Ukrainian universities. She also speaks six languages and has been the personal translator for the first president of a free Ukraine, President Leonid M. Kravchuk. Ms. Montano has presented at universities on epigenetics and she is dedicated to addressing women's health issues, which can be treated with angiogenesis and neurogenesis.

Learn about Zhittya's Research into Type-2 Diabetes which has shown its ability to reverse Type-2 Diabetes in 60 patients treated with Type-2 Diabetes!

17:30 to 18:15

The Stock Market Likes to Consolidate in Late February

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Louis Navellier
Founder and Chairman, Navellier & Associates

Louis Navellier

Founder and Chairman, Navellier & Associates

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

17:35 to 18:20

Build a Profitable Trading Business by 10 AM: 3 High-Precision Morning Setups

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

Adrian Manz

Co-Founder and Daily Contributor, TraderInsight.com

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

Imagine running a high-performance trading business that generates your daily income before most people finish their first coffee. In this one-hour session, veteran trader Adrian Manz will walk you through three powerful morning strategies that he's refined since 1997 — each designed to capture consistent, structured profits by 10:00 am ET. You'll learn: - A volatility band framework that uses pre-market data to define three distinct opening trades — each tailored to the risk/reward profile you want for your trading business. - A delta hedge setup that capitalizes on institutional efforts to stay delta neutral, letting you step in front of market maker flows and profit from predictable price behavior in the opening minutes. - A 95% probability gap reversion strategy that targets earnings-driven dislocations and reversion patterns — all typically complete within the first half-hour of the session. If your goal is to generate income efficiently and reclaim your day for what matters most, this workshop delivers the tools, structure, and discipline to make it happen—starting from the opening bell.

17:45 to 18:30

Introduction to Advanced Fibonacci Time and Price Analysis

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Carolyn Boroden
Technical Analyst, ElliottWaveTrader.net

Carolyn Boroden

Technical Analyst, ElliottWaveTrader.net

Carolyn Boroden is a technical analyst specializing in Fibonacci analysis. Her unique form of price and time analysis is quickly proving to be one of the most promising trading techniques using Fibonacci available today. Ms. Boroden's first book, Fibonacci Trading: How to Master the Time and Price Advantage, was published by McGraw-Hill in early 2008. She is currently running a trading room at Elliottwavetrader.net.

Discover how Carolyn uses Fibonacci ratios on both the time and price axis of the market to identify key support and resistance decisions on the charts • These decisions are considered relatively low-risk, high-probability trade setups. This Fibonacci analysis can be used for stocks, options, futures, forex, commodities, cryptocurrencies, and bonds

17:45 to 18:30

Why I'm Joining the Oxford Club: Opening the Door to Triple-Digit Gains and Ten Baggers in 2026

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Mark Skousen
Founder, Freedom Fest

Mark Skousen

Founder, Freedom Fest

17:45 to 18:30

How the Chicago Options Boom is Reshaping Markets

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Brent Kochuba
Founder, SpotGamma

Brent Kochuba

Founder, SpotGamma

Brent Kochuba founded SpotGamma in 2020 to provide retail traders with an edge by unveiling how and when options are driving stocks and futures. SpotGamma models all US options flows to generate proprietary expert analysis and actionable indicators for our global trading community.

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Oliver Renick
Creator and Host, Chicago: Future of Finance

Oliver Renick

Creator and Host, Chicago: Future of Finance

Oliver Renick is a 10-year TV veteran and the creator and host of Chicago: Future of Finance, a live series about options trading and how the "Protail" investor is realigning the nucleus of global finance to the US Midwest.

SpotGamma creator and ex-Wolverine trader Brent Kochuba will join Oliver Renick, host of Chicago: Future of Finance, to discuss markets • Learn how the post-Covid options boom is giving birth to a new class of "Protail" investors • Plus, discover how they are using cutting-edge technology to beat the market - and how you can adopt their tools and strategies to generate better results in your OWN accounts

17:45 to 18:30

New Opportunities in Bitcoin, Ethereum and Crypto Trading

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Tom DeMark
Founder, DeMARK Analytics, LLC

Tom DeMark

Founder, DeMARK Analytics, LLC

Thomas DeMark is the founder and CEO of DeMARK Analytics, LLC, creator of the DeMARK Indicators, and has been a special consultant to Steven A. Cohen of Point 72 Asset Management for nearly 30 years. He has spent over five decades developing, trading, and teaching his techniques to institutional professionals worldwide and continues to be actively involved in the financial markets. Mr. DeMark received the Chartered Market Technicians Association (CMTA) Lifetime Achievement Award at the association's 50th anniversary event.

The DeMark indicators are a collection of sophisticated market-timing tools created by Tom DeMark throughout his half-century career in the financial industry. • Tom and his staff will provide an overview of three of the most frequently referenced DeMark Indicators: TD Sequential, TD Combo, and TD Setup • Plus, they'll show you how you can use them in your own trading journey

07:15 to 08:00

Sunrise Session - Vertical Petroleum Industries* Invite Only - Ticketed Event

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Dan Sauer
President and CEO, Vertical Petroleum Industries

Dan Sauer

President and CEO, Vertical Petroleum Industries

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

Join Dan Sauer, president and ceo of Vertical Petroleum Industries for a breakfast buffet and to learn more. Session is by invitation only.

07:15 to 08:00

Sunrise Session - PRC Equity Fund* Invite Only - Ticketed Event

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Charles Williams
Owner and Managing Member

Charles Williams

Owner and Managing Member

Charles Williams, a Dallas native and former engineer turned financier, built a national reputation as a visionary commercial real estate lender, developer, and podcast host—bridging technical precision with financial innovation to create transformative real estate and investment opportunities across communities.

Join Charles Williams, owner and managing partner of PRC Equity Fund, for a breakfast buffet and to learn more. Session is by invitation only.

08:05 to 08:30

The "Debasement" Trade: How to Hedge (and Profit) in FX, Metals, and More

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Jim Woods
Eagle Financial Publications

Jim Woods

Eagle Financial Publications

Jim Woods is a 20-plus-year veteran of the markets with varied experience as a broker, hedge fund trader, financial writer, author and newsletter editor. He is the editor and investment director of Investing Edge, Crypto & Commodities Trader, Bullseye Stock Trader, Tactical Trader, and The Deep Woods e-Letter (Mr. Woods also co-directs the Fast Money Alert trading service, alongside Dr. Mark Skousen). The independent firm TipRanks has rated Mr. Woods the #1 financial blogger in the world (out of more than 6,000 competing analysts), and has been ranked inside the Top 12 globally for more than a decade. His books include co-authoring, Billion Dollar Green: Profit from the Eco Revolution, and The Wealth Shield: How to Invest and Protect Your Money from Another Stock Market Crash, Financial Crisis or Global Economic Collapse. Mr. Woods formerly worked with Investor's Business Daily founder William J. O'Neil, helping to author training courses in the CANSLIM stock-picking methodology. He is known in professional and personal circles as "The Renaissance Man," because his expertise includes such varied fields as composing and performing music, western horsemanship, combat marksmanship, martial arts, auto racing, and bodybuilding. Mr. Woods holds a BA in philosophy from the University of California, Los Angeles, and is a former U.S. Army paratrooper. A self-described "radical for capitalism," he celebrates the virtue of making money from his Southern California horse ranch.

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Carley Garner
Senior Commodity Market Strategist and Broker, DeCarley Trading

Carley Garner

Senior Commodity Market Strategist and Broker, DeCarley Trading

Carley Garner is an experienced futures and options broker with DeCarley Trading, a division of Zaner Financial Services, in Las Vegas, Nevada. Her commodity market analysis is often referenced on Jim Cramer's Mad Money on CNBC and she is a regular guest on Bloomberg Television's Options Insight segment with Abigail Doolittle. Ms. Garner is a regular contributor to TheStreet.com and its Real Money Pro service and is also a regular on the speaking circuit at TradersEXPOs and MoneyShows throughout the country. She is also an award-winning commodity futures and options trading book author. In addition to Trading Commodity Options with Creativity, Ms. Garner has authored Higher Probability Commodity Trading, A Trader's First Book on Commodities (three editions), and others.

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Jim Bianco
President and Macro Strategist, Bianco Research, LLC

Jim Bianco

President and Macro Strategist, Bianco Research, LLC

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

Wall Street calls it the "Debasement Trade." Steps investors are taking to protect their wealth from a global surge in government debt, deficits, and currency devaluation. How can yo get on board? Which forex, precious metals, and ETF strategies should you use to hedge against lost purchasing power? Not to mention rack up healthy profits? Our leading commodity, FX, and metals experts will share their insights - plus tell you what you should buy (and sell).

08:30 to 09:30

The Day and Swing Traders' Guide to Profiting in Any Market

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Harry Boxer
Author, TheTechTrader.com

Harry Boxer

Author, TheTechTrader.com

Harry Boxer is author of TheTechTrader.com, a real-time diary of his trading ideas and market analysis. He has more than 50 years of Wall Street investment and technical analysis experience, including eight years as chief technical analyst with three brokerage firms. Mr. Boxer was the winner of the 1995 and 1996 worldwide internet stock-market trading contest, The Technical Analysis Challenge.

Harry will share the powerful strategies he's used during his almost half-century spent charting the markets. Learn how to build your focus list, play opening gaps and early-session patterns, draw trend lines, set targets and stops, and determine your best time horizon for each trade. Both novice and experienced traders will benefit from his insights on analyzing patterns from the previous day...recognizing which stocks may be excellent day trades or strong early scalp plays...and identifying and utilizing continuation patterns such as flags, pennants, and coils.

08:35 to 08:55

Outlook for the Economy and Interest Rates

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Jim Bianco
President and Macro Strategist, Bianco Research, LLC

Jim Bianco

President and Macro Strategist, Bianco Research, LLC

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

Get a roadmap for the replacement of Federal Reserve Chairman Jay Powell ... and how it will impact interest rates

09:00 to 09:20

Profiting from New Frontier Technologies

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Nancy Tengler
CEO and CIO, Laffer Tengler Investments

Nancy Tengler

CEO and CIO, Laffer Tengler Investments

Nancy Tengler is the chief executive officer and chief investment officer of Laffer Tengler Investments. She is responsible for active equity management research and portfolio management, as well as leading the firm. Ms. Tengler is a committed advocate of financial literacy for women as the leader of Laffer Tengler's Women & Wealth initiative, which encourages and informs women on how to take charge of their own financial and investment planning. The second edition of her book, The Women's Guide to Successful Investing, was published in September 2023. As one of the most dynamic women in the investment management industry today, she is a sought-after TV and print financial commentator on local and national media outlets. Prior to joining Laffer Tengler, Ms. Tengler had a distinguished investment management career in several senior leadership roles. Most recently, she served as chief investment officer at Heartland Financial where she was also a director of Arizona Bank & Trust. Ms. Tengler has also served as president, chief executive officer, and chief investment officer of Fremont Investment Advisors in San Francisco. Before that, she founded Global Alliance Value Investors. She also worked for UBS Asset Management as head of the Value Equities Group and with Spare, Tengler, Kaplan, and Bischel, Ltd., as president and senior portfolio manager.

Unpack how the US economy is transitioning from a service economy into an information economy, creating many new opportunities for investors • Get a comprehensive outline of the technologies that will drive the Fourth Industrial Revolution

09:25 to 09:50

Energy Spotlight: What to Expect, How to Profit in the Dynamic Sector

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Carley Garner
Senior Commodity Market Strategist and Broker, DeCarley Trading

Carley Garner

Senior Commodity Market Strategist and Broker, DeCarley Trading

Carley Garner is an experienced futures and options broker with DeCarley Trading, a division of Zaner Financial Services, in Las Vegas, Nevada. Her commodity market analysis is often referenced on Jim Cramer's Mad Money on CNBC and she is a regular guest on Bloomberg Television's Options Insight segment with Abigail Doolittle. Ms. Garner is a regular contributor to TheStreet.com and its Real Money Pro service and is also a regular on the speaking circuit at TradersEXPOs and MoneyShows throughout the country. She is also an award-winning commodity futures and options trading book author. In addition to Trading Commodity Options with Creativity, Ms. Garner has authored Higher Probability Commodity Trading, A Trader's First Book on Commodities (three editions), and others.

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Anas Alhajji
Managing Partner, Energy Outlook Advisors LLC

Anas Alhajji

Managing Partner, Energy Outlook Advisors LLC

Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, influencer, investor, and speaker with more than 1,000 papers, articles, and columns to his credit. He advises governments, companies, financial institutions, and investors on various energy market issues. He focuses on the oil, gas, and energy markets outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy, employment, and technology in the oil and gas industry. He has extensive experience in market structure and modeling. Before his recent role as a managing partner at Energy Outlook Advisors LLC and editorial advisor of Attaqa, he was the former chief economist of NGP Energy Capital Management. He led the firm's macro-analysis of the oil, natural gas, and related markets as well as the overall economic environment. He was responsible for the short-term and long-term outlooks for oil, natural gas, NGLs, and LNG markets. Dr. Alhajji's articles appeared in numerous countries in more than 10 languages, and his work is cited in over 60 books. He has addressed numerous companies, institutions, and national and international organizations. He also serves on the board of several energy-related publications. He is a contributing editor for one of the industry's premier publications: World Oil. He is also the moderator of the industry's oldest virtual forum: Oil, Gas, & Energy Law (OGEL). Prior to joining NGP, Dr. Alhajji taught economics at the University of Oklahoma (1995 to 1997), the Colorado School of Mines (1997 to 2001), and Ohio Northern University (2001 to 2008), where he held the George Patton Chair of Business and Economics. Dr. Alhajji taught courses in economics, energy economics and policy, and energy geopolitics. Dr. Alhajji was educated in Syria, Saudi Arabia, and the United States. He holds an M.A. in economics, and a Ph.D. in economics from the University of Oklahoma, with a specialization in energy economics and policy. He received many awards including the Teaching Excellence Award and the Outstanding Mentor Award in addition to many prizes in woodworking.

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Adam Butcher
President and Managing Partner, Basin Ventures

Adam Butcher

President and Managing Partner, Basin Ventures

Adam Butcher has 20 years of experience as a land broker, business owner, and investor. He managed projects on behalf of energy leaders such as Chesapeake Energy, Kimmeridge Energy, and over 40 industry players. Mr. Butcher's expertise in the land and legal aspects of the energy industry extends throughout the United States.

- It's time to dig in — and get a look at what's REALLY going on in the oil, gas, and alternative energy sector. Our top experts will discuss the latest developments in the space, including a complete rundown on demand, supply, and pricing trends. - Plus, they'll talk about the impact the Artificial Intelligence (AI) boom is having on demand for electric power and the fuels used to generate it. And they'll "name names" so you can put their favorite picks to work in your portfolio right away.

09:45 to 10:45

The Lazy Man's Way to Riches: My Five Favorite "Buy and Hold" Stocks and Funds that Beat the Market (Most of the Time)

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Mark Skousen
Founder, Freedom Fest

Mark Skousen

Founder, Freedom Fest

09:55 to 10:20

Fireside Chat with Matt Cole, Ben Werkman, and Jeff Walton

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Jeff Walton
Chief Risk Officer & CEO of True North, Strive

Jeff Walton

Chief Risk Officer & CEO of True North, Strive

Jeff Walton is Chief Risk Officer at Strive and founder/CEO of Strive subsidiary True North, a peer group and podcast exploring Bitcoin treasury adoption, securitization, collateralized finance, and macro strategy. With more than a decade of experience in reinsurance and capital markets, he brings deep expertise in structured finance, capital management, risk transfer, and probabilistic risk analysis. Jeff regularly comments on Bitcoin, equity and fixed income markets, and the evolving intersection of digital assets, insurance markets, and financial risk. Jeff received his BA in Business and Economics from the University of Puget Sound.

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Ben Werkman
Chief Investment Officer, Strive

Ben Werkman

Chief Investment Officer, Strive

Ben Werkman is the Chief Investment Officer at Strive. Prior to joining Strive, he served as Chief Investment Officer at Swan Bitcoin, where he first joined as a treasury strategy consultant in December 2024. A long-time Bitcoin advocate and entrepreneur, he has deep expertise in distressed credit, treasury strategy, strategic finance, capital raising, and both equity and derivatives trading. He has advised both public and private corporations on Bitcoin adoption and treasury implementation, helping executives articulate the long-term value proposition of integrating Bitcoin into their capital structures and driving shareholder value. He spent much of his earlier career as a Manager at KPMG where he focused on governance and corporate strategy.He received his BBA in Finance and Marketing from Grand Valley State University.

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Matt Cole
Chief Executive Officer and Chief Investment Officer, Strive

Matt Cole

Chief Executive Officer and Chief Investment Officer, Strive

Matt Cole is the chief executive officer and chief investment officer of Strive, a leading provider of shareholder-focused investment solutions. Mr. Cole oversees Strive's investment philosophy, strategic positions, and product lineup. He is also the head portfolio manager for Strive's passive equity ETFs and actively managed fixed-income ETFs. Prior to Strive, he was a portfolio manager at CalPERS, where he oversaw more than $70 billion in actively managed fixed-income portfolios. During his 16 years at CalPERs, his portfolios were among the best performing in the investment industry and did not underperform their benchmark in any single year.

Join Matt Cole, Ben Werkman, and Jeff Walton for this discussion on the next generation of income. They will go over how digital credit and bitcoin are reshaping income investing.

10:25 to 10:55

Opportunity or Overreach? Mastering the Risks of the New Trading Era

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Michael Golembesky
Senior Analyst, ElliottWaveTrader.net

Michael Golembesky

Senior Analyst, ElliottWaveTrader.net

Michael Golembesky is a featured analyst at elliottwavetrader.net, where he hosts subscription services around analysis of forex and VXX. He began his trading journey as a SOES trader in the late 90's. In 2005, Mr. Golembesky began trading the forex markets at which time he was first introduced to Elliott Wave analysis. He also has an extensive background in real estate investing and finance, having spent close to 10 years working in this field.

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Danielle Shay
VP of Options, Simpler Trading

Danielle Shay

VP of Options, Simpler Trading

Danielle Shay is a market analyst, trader, and the VP of options at Simpler Trading. She is an expert commentator on CNBC's Trading Nation, Fox News, Fox Business, Yahoo! Finance, Cheddar, Stockcharts.com and more. Ms. Shay is also a contributing author in John Carter's 3rd edition of Mastering the Trade. Her focus is on trend-following and directional strategies via options trading, though she covers stocks and ETFs as well. As a former teacher, Ms. Shay's goal is to help traders grasp the basics that make trading simpler-no matter their skill level. Her motto is, "If I can do it, you can do it!."

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Kevin Davitt
Head of Index Options Content, Nasdaq

Kevin Davitt

Head of Index Options Content, Nasdaq

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

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Brent Kochuba
Founder, SpotGamma

Brent Kochuba

Founder, SpotGamma

Brent Kochuba founded SpotGamma in 2020 to provide retail traders with an edge by unveiling how and when options are driving stocks and futures. SpotGamma models all US options flows to generate proprietary expert analysis and actionable indicators for our global trading community.

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Andrew Aziz
Founder, Bear Bull Traders

Andrew Aziz

Founder, Bear Bull Traders

Andrew Aziz is a Canadian trader, investor, and official Forbes Council member. He ranked as one of Amazon Books' top 100 bestselling authors in the Business and Finance category for five consecutive years, from 2016 to 2022. Mr. Aziz's book on finance has been published in eight different languages. In 2016, he founded Bear Bull Traders, an online community of independent traders that offers learning tracks based on the strategies discussed in Mr. Aziz's bestselling books. The program guides members through every step of strategy development and the trading process. In 2021 and 2022, Investopedia and Business Insider ranked Mr. Aziz and Bear Bull Traders as the best online day trading course with the only community that has clinical psychologists and performance coaches on staff to help traders on that very critical aspect of trading.

If you're an active trader or investor, you've never had more options on your plate to choose from. Prediction markets. 0 DTE options. Single-stock leveraged long and leveraged inverse ETFs. Options-overlay ETFs with astronomical yields. The list of vehicles you can buy or sell right from your laptop or smartphone is getting longer every day. What opportunities do they create? What risks do they introduce? Which products are right for you, depending on your trading timeframe, risk tolerance, and goals? Out experts will cut through the hype and deliver straightforward guidance and recommendations - helping to put your trading account on the right track!

10:45 to 11:15

Meet and Greet with Mark Skousen

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Mark Skousen
Founder, Freedom Fest

Mark Skousen

Founder, Freedom Fest

11:00 to 11:45

The Survival Skill Most Courses Ignore: Systematic Risk Management That Actually Works

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Deron Wagner
Founder and Head Portfolio Manager, Morpheus Trading Group

Deron Wagner

Founder and Head Portfolio Manager, Morpheus Trading Group

Deron Wagner is a professional trader, former hedge fund manager, and founder of Morpheus Trading Group (MTG), America's first IEAC-accredited trading education firm. A former proprietary trader who trained professionals at major U.S. trading firms, Wagner has authored five books on trading published by Bloomberg Press, Wiley, and McGraw-Hill, including the Gold Medal–winning Trading ETFs: Gaining an Edge with Technical Analysis. Wagner has appeared on CNBC, ABC, and Yahoo! FinanceVision, and has been a featured speaker at MoneyShow conferences for over 20 years, including internationally at MoneyShow Shanghai. His swing trading newsletter, The Wagner Daily, has been in continuous publication since 2002. Through MTG, he has educated over 5,000 paid students. Known for his psychology-first approach to trading education, Wagner's core philosophy—"Trade What You See, Not What You Think"—emphasizes the behavioral discipline that separates consistently profitable traders from the rest. In 2024, MTG became the first trading education company worldwide to achieve IEAC accreditation. Wagner is currently expanding MTG's flagship TradeQuest certification program across the United States and Southeast Asia.

Most courses skip what determines survival: capital preservation. Former hedge fund manager and author Deron Wagner reveals MTG's rule-based risk management & position sizing formulas, portfolio heat monitoring, and the 8-day EMA preservation system. Featuring Deke Bowerman (trial attorney, 9-year customer) on beating emotional trading. Meet Deke, Ev, and Deron at our booth after. Real traders, real results, real conversations. Get free toolkit.

11:00 to 13:00

Dividends AND Growth: Get the Best of Both Worlds with Help from Two Investing Legends*

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Louis Navellier
Founder and Chairman, Navellier & Associates

Louis Navellier

Founder and Chairman, Navellier & Associates

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

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Tim Plaehn
Lead Research Analyst, Investors Alley, a Subsidiary of Magnifi Communities

Tim Plaehn

Lead Research Analyst, Investors Alley, a Subsidiary of Magnifi Communities

Tim Plaehn is the lead research analyst for income and dividend investing at Investors Alley, a subsidiary of Magnifi Communities. He is the editor of The Dividend Hunter, Weekly Income Accelerator, and Monthly Dividend Multiplier. Mr. Plaehn was formerly in the US Air Force serving as an F-16 fighter pilot and instructor. Several times a year he offers live training courses on income investing, covered call trading, and portfolio management.

Looking for both generous, consistent dividends AND turbocharged earnings growth and capital gains? Then this is the MoneyMasters class for you. During this deep-dive course, you'll discover ... • Why Louis Navellier - editor of Growth Investor, Breakthrough Stocks, and Accelerated Profits - believes even dividend stocks must grow their earnings (and ideally double their dividends every seven years) • Why Tim Plaehn - lead research analyst at Investors Alley, a Subsidiary of Magnifi Communities - likes big, fat, juicy dividend yields from established companies • Louis' highest-yielding growth stocks, plus his coveted "AA stocks" Tim's favorite high-yielding hero stocks Once you have the information, you can start adding them to your portfolio right away

11:30 to 13:30

Technically Analyzing the Current State of the Market*

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Harry Boxer
Author, TheTechTrader.com

Harry Boxer

Author, TheTechTrader.com

Harry Boxer is author of TheTechTrader.com, a real-time diary of his trading ideas and market analysis. He has more than 50 years of Wall Street investment and technical analysis experience, including eight years as chief technical analyst with three brokerage firms. Mr. Boxer was the winner of the 1995 and 1996 worldwide internet stock-market trading contest, The Technical Analysis Challenge.

In his illustrious 50-plus-year career, Harry Boxer has earned a reputation as one of the nation's top technical analysts. Now, the president and founder of The Tech Trader will share his strategies, tactics, and trading tips with course attendees in Las Vegas. You'll learn... • Where the short-term and intermediate-term trends stand in key indices like the Nasdaq 100 and S&P 500 • Which industry groups are leading, lagging, and emerging • Harry's top-to-bottom technical analysis on the tech sector "Generals," including all the widely held names like Apple, Amazon, Meta, and Nvidia • His "drill down" analysis of the markets' underlying technicals, including confirmations, divergences, and key market signals Don't forget: The session is 100% interactive, too! So, be sure to bring your top technical questions for Harry.

11:30 to 12:00

Meet and Greet and Book Signing with Carley Garner

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Carley Garner
Senior Commodity Market Strategist and Broker, DeCarley Trading

Carley Garner

Senior Commodity Market Strategist and Broker, DeCarley Trading

Carley Garner is an experienced futures and options broker with DeCarley Trading, a division of Zaner Financial Services, in Las Vegas, Nevada. Her commodity market analysis is often referenced on Jim Cramer's Mad Money on CNBC and she is a regular guest on Bloomberg Television's Options Insight segment with Abigail Doolittle. Ms. Garner is a regular contributor to TheStreet.com and its Real Money Pro service and is also a regular on the speaking circuit at TradersEXPOs and MoneyShows throughout the country. She is also an award-winning commodity futures and options trading book author. In addition to Trading Commodity Options with Creativity, Ms. Garner has authored Higher Probability Commodity Trading, A Trader's First Book on Commodities (three editions), and others.

12:00 to 12:45

Trading the Lawsuit - Understanding How Litigation Risk Impacts a Company's Price

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John Netto, Esq.
Chief Legal Macro Strategist, Rareview Capital

John Netto, Esq.

Chief Legal Macro Strategist, Rareview Capital

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

Whether part of an earnings announcement or a sudden court decision, litigation risk is a powerful - but often overlooked - part of a company's price trajectory • John will reveal how litigation impacts stock price volatility and return per unit of risk • It's not legal theory - it's trading the legal reality behind the numers ... and learning how to see what most investors miss

12:00 to 12:45

Sanctions, Tariffs, and Seized Ships! How to Profit from the Chaos

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J Mintzmyer, PhD
Founder and President, Value Investor's Edge

J Mintzmyer, PhD

Founder and President, Value Investor's Edge

J Mintzmyer, PhD, is a renowned shipping analyst and founder of Value Investor's Edge ("VIE"), an independent buy-side research platform. He is a frequent speaker at investment conferences, quoted regularly in trade journals, and hosts a popular podcast featuring shipping industry executives. The long-only shipping model portfolios hosted on VIE have delivered a 43% IRR over the past seven years (approximately 12 times cumulative), and Dr. Mintzmyer is the go-to expert for all shipping-related trading and investment topics. VIE also offers a high-yield income model that has outperformed the market by more than 15% annually over the past seven years, with an average yield of 7-8%.

Tariffs, sanctions, seized ships! It is a wild start to 2026, but the geopolitical events are creating exceptional investing and trading opportunities in maritime shipping. Savvy investors are seeking out selective picks from the team of experts at Value Investor's Edge ("VIE")- with long-only models already up more than 12% YTD in 2026. VIE's exclusive long-only model portfolios have produced a 38% annualized return (over 22x cumulatively!) over the past 10-years since our research shop was established in mid-2015. Join this session to learn from J Mintzmyer, the founder of VIE, who has a PhD from Harvard University specifically focused on sanctions and trade flow impacts. He will share the latest macro insights, provide a review of key sectors, and share a top research pick which has 50%+ upside potential over the next 3-6 months. Don't miss this opportunity to learn from a global expert and profit from contrarian investment picks while the rest of the herd is busy chasing crowded ideas in popular segments!

12:00 to 12:45

Master the Five Star Setup: Power Up Your Options Trading

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Danielle Shay
VP of Options, Simpler Trading

Danielle Shay

VP of Options, Simpler Trading

Danielle Shay is a market analyst, trader, and the VP of options at Simpler Trading. She is an expert commentator on CNBC's Trading Nation, Fox News, Fox Business, Yahoo! Finance, Cheddar, Stockcharts.com and more. Ms. Shay is also a contributing author in John Carter's 3rd edition of Mastering the Trade. Her focus is on trend-following and directional strategies via options trading, though she covers stocks and ETFs as well. As a former teacher, Ms. Shay's goal is to help traders grasp the basics that make trading simpler-no matter their skill level. Her motto is, "If I can do it, you can do it!."

12:00 to 12:45

Critical Macro Context

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Sam Ro
Founder & Editor

Sam Ro

Founder & Editor

Sam Ro is the founder and editor of TKer, the award-winning newsletter curating news, data, and insights on the markets and the economy for long-term investors. He previously wrote the Axios Markets newsletter. Before that, he was the managing editor at Yahoo Finance and the deputy editor of markets at Business Insider. He is a CFA charterholder.

Traders and investors make decisions in a stock market that has trended higher over the long term, but has been more volatile in the short term. Those short-term moves are often driven by news about the economy. So market participants need to stay current on the macro crosscurrents. This discussion will review the state of macro and what it could mean for markets.

12:00 to 12:45

The "Options For Income" Miracle System: How to Generate 30% Annualized Returns in a Stagnant Market with Limited Risk

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James Fink

James Fink

Jim Fink is chief investment strategist for Seasonal Stock Alert, Options for Income, Velocity Trader, and Inner Circle. He has traded options for more than 30 years and generated personal profits, turning $50,000 into over $5 million. Hopelessly overeducated, Mr. Fink holds a bachelor's degree from Yale University, a master's degree from Harvard's Kennedy School of Government, a law degree from Columbia University, and an MBA from the University of Virginia's Darden School of Business. For good measure, he has been a member of the Illinois and DC bars. Before starting his services, Jim practiced telecommunications regulatory law for nine years until he realized that he made more money trading stock options than writing briefs. After attending business school, Mr. Fink switched gears to the investment realm full-time, working for a university endowment, a private wealth management firm, an insurance and financial planning company, and as a Senior Analyst for an online investment newsletter service that encourages the wearing of funny hats. A possible but unlikely descendant of legendary brawler and boatman Mike Fink, Jim defies his heritage, believing that investing success requires patience and analysis, not swashbuckling bravado. Besides his passion for analyzing and writing about stocks, Jim likes to hike in the desert Southwest, vacation in Las Vegas, play softball and tennis, and watch his son compete on the tennis court.

Options possess two unbeatable attributes: low-cost leverage and time-value decay. Utilizing option spreads to harness both of these powerful forces yields unbeatable risk-adjusted investment returns even if a stock goes nowhere. 

12:15 to 12:45

Meet and Greet with Jim Bianco

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Jim Bianco
President and Macro Strategist, Bianco Research, LLC

Jim Bianco

President and Macro Strategist, Bianco Research, LLC

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

12:55 to 13:40

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

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Dan Sauer
President and CEO, Vertical Petroleum Industries

Dan Sauer

President and CEO, Vertical Petroleum Industries

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

Oil drilling joint ventures offer a unique combination of profit potential, tax benefits, and customizable investment strategies. As energy demand remains strong, these projects can provide accelerated returns and a powerful hedge against traditional market volatility. Dan will break down how these investments work, what makes a project successful, and why his approach has consistently delivered results for investors.

12:55 to 13:40

Building Wealth, Building Communities – Inside the PRC Equity Fund

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Charles Williams
Owner and Managing Member

Charles Williams

Owner and Managing Member

Charles Williams, a Dallas native and former engineer turned financier, built a national reputation as a visionary commercial real estate lender, developer, and podcast host—bridging technical precision with financial innovation to create transformative real estate and investment opportunities across communities.

At Pioneer Realty Capital, we believe doing good and doing well can go hand in hand. This session explores how the PRC Equity Fund delivers consistent investor returns and creates lasting community benefits through investments in affordable, student, and workforce housing. In collaboration with Project PRC, our nonprofit initiative, the fund supports transformative housing programs that change lives. Discover how investors enjoy a 10% annual dividend and participate in 70% of profits — while making a meaningful social impact.

13:00 to 13:45

My Journey to Becoming a Day Trader

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Thor Young
Senior Futures Trader, Peak Capital Trading

Thor Young

Senior Futures Trader, Peak Capital Trading

Thor Young is a seasoned day trader, educator, and speaker with a unique background that bridges technology and financial markets. After more than a decade in the IT industry, specializing in server systems and integrations, Mr. Young was first introduced to trading while working as a server technician for an options trading platform. That early exposure ignited a passion that would later define his career. In 2018, inspired by a deeply personal motivation following his daughter's autism diagnosis, Thor transitioned to full-time day trading. He immersed himself in the craft, guided by the principles laid out in How to Day Trade for a Living. Today, he is a lead moderator at Bear Bull Traders, a senior futures trader at Peak Capital Trading, and a regular presenter for Bookmap™.

13:00 to 13:45

How to Trade Longer-Term Trends from a Technician's Perceptive

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TG WATKINS
Director of Stocks, Simpler Trading

TG WATKINS

Director of Stocks, Simpler Trading

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

After two decades of trading, TG Watkins has distilled some of his key insights for finding and managing longer term trends into this presentation. You will walk away with new eyes for the market and insights you have not considered before which will help you ride the longer term waves of the market. TG will show you the method he uses everyday which will benefit you in your trading goals.

13:00 to 13:30

Meet and Greet and Book Signing with Danielle Shay

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Danielle Shay
VP of Options, Simpler Trading

Danielle Shay

VP of Options, Simpler Trading

Danielle Shay is a market analyst, trader, and the VP of options at Simpler Trading. She is an expert commentator on CNBC's Trading Nation, Fox News, Fox Business, Yahoo! Finance, Cheddar, Stockcharts.com and more. Ms. Shay is also a contributing author in John Carter's 3rd edition of Mastering the Trade. Her focus is on trend-following and directional strategies via options trading, though she covers stocks and ETFs as well. As a former teacher, Ms. Shay's goal is to help traders grasp the basics that make trading simpler-no matter their skill level. Her motto is, "If I can do it, you can do it!."

13:45 to 14:15

Meet and Greet and Book Signing with Louis Navellier

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Louis Navellier
Founder and Chairman, Navellier & Associates

Louis Navellier

Founder and Chairman, Navellier & Associates

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

14:00 to 16:00

The Art of Trading the News: How to Create a Battle Plan for Economic Events and Corporate Earnings*

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John Netto, Esq.
Chief Legal Macro Strategist, Rareview Capital

John Netto, Esq.

Chief Legal Macro Strategist, Rareview Capital

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

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Steve Hotovec
President, Barastone, Inc.

Steve Hotovec

President, Barastone, Inc.

Steve Hotovec has over 25 years of experience in brokerage, trading, and alternative investments. He is a pioneer in the arena of non-bank, non-debt solutions for homeowners. These products provide unprecedented capabilities for homeowners to access and manage their full wealth, not just a portion of it. Barastone is focused on providing homeowners with the education, tools, and resources to access and manage their largest asset intelligently.

Join John Netto — a macro event trader and magna cum laude attorney — for a high-intensity masterclass on how to prepare for and trade key economic events and corporate catalysts. Drawing on the techniques outlined in his book, the Global Macro Edge, and 25 years of trading experience, he will teach you... • How to anticipate — not just react to — major economic and corporate catalysts • The hidden architecture behind market reactions to inflation data, employment reports, and central bank decisions • The difference between consensus, surprise, and market interpretation • How positioning, volatility, and narrative alignment impact market reaction • How market players incorporate AI into parsing, analyzing, and trading these events • How to read between the lines of 10-Qs, risk-factor disclosures, and earnings calls to spot underpriced risks and opportunity Whether you trade equities, options, or macro products, this masterclass will give you a repeatable framework for converting uncertainty into structured probability.

14:30 to 15:15

Maximizing Returns and Managing Risk with Options: An Elliott Wave and Volatility Approach

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Michael Golembesky
Senior Analyst, ElliottWaveTrader.net

Michael Golembesky

Senior Analyst, ElliottWaveTrader.net

Michael Golembesky is a featured analyst at elliottwavetrader.net, where he hosts subscription services around analysis of forex and VXX. He began his trading journey as a SOES trader in the late 90's. In 2005, Mr. Golembesky began trading the forex markets at which time he was first introduced to Elliott Wave analysis. He also has an extensive background in real estate investing and finance, having spent close to 10 years working in this field.

Mike will share how he combines Elliott Wave theory with volatility analysis to identify high-probability trading opportunities • Learn how to apply straightforward options strategies to maximize gains and effectively manage risk in any market environment

14:30 to 15:15

Analyzing, Speculating, and Hedging Portfolio Risk in Today's Hot Commodities

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Carley Garner
Senior Commodity Market Strategist and Broker, DeCarley Trading

Carley Garner

Senior Commodity Market Strategist and Broker, DeCarley Trading

Carley Garner is an experienced futures and options broker with DeCarley Trading, a division of Zaner Financial Services, in Las Vegas, Nevada. Her commodity market analysis is often referenced on Jim Cramer's Mad Money on CNBC and she is a regular guest on Bloomberg Television's Options Insight segment with Abigail Doolittle. Ms. Garner is a regular contributor to TheStreet.com and its Real Money Pro service and is also a regular on the speaking circuit at TradersEXPOs and MoneyShows throughout the country. She is also an award-winning commodity futures and options trading book author. In addition to Trading Commodity Options with Creativity, Ms. Garner has authored Higher Probability Commodity Trading, A Trader's First Book on Commodities (three editions), and others.

Carley will share her market analysis on key commodities like gold, silver, crude oil, natural gas, and more • She will also discuss actionable trading ideas - and present educational examples of how to use various strategies

14:30 to 15:15

4-5-6 Market Returns

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Jim Bianco
President and Macro Strategist, Bianco Research, LLC

Jim Bianco

President and Macro Strategist, Bianco Research, LLC

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

Learn how you can generate "4-5-6" market returns in this new economic environment • Specifically, discover why valuations and market history suggest 4% on cash, 5% on bonds, and 6% on stocks is what to expect

14:30 to 16:30

Sharpen Your Trading Edge: A 10-Step Process to Master Options Trading*

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Danielle Shay
VP of Options, Simpler Trading

Danielle Shay

VP of Options, Simpler Trading

Danielle Shay is a market analyst, trader, and the VP of options at Simpler Trading. She is an expert commentator on CNBC's Trading Nation, Fox News, Fox Business, Yahoo! Finance, Cheddar, Stockcharts.com and more. Ms. Shay is also a contributing author in John Carter's 3rd edition of Mastering the Trade. Her focus is on trend-following and directional strategies via options trading, though she covers stocks and ETFs as well. As a former teacher, Ms. Shay's goal is to help traders grasp the basics that make trading simpler-no matter their skill level. Her motto is, "If I can do it, you can do it!."

Join Danielle Shay, sought-after financial media expert on CNBC and Fox Business, and vice president of Options Trading at Simpler Trading, in this transformative overview based on her book, Sharpen Your Trading Edge. Discover... • How Danielle went from broke single mom to pro trader, and how that journey proves anyone can succeed with the right plan • Her proven ten-step method to demystify options trading, shorten your learning curve, and avoid costly mistakes • Strategies like the Squeeze indicator and her Five Star Setup, with examples of trade wins like a 125% NVDA return Perfect for beginners and seasoned traders, this course offers actionable tools to trade with confidence. Join Danielle to sharpen your trading edge today!

Meet Our Speakers

Shad Marquitz

Co-Host, KE Report

Faith Zaslavsky

President, Ignite Proteomics

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Faith Zaslavsky

President, Ignite Proteomics

A 26-year veteran of the oncology space, Faith previously served as President of Oncology at Myriad Genetics , CEO of IMAC Holdings, Ignite Proteomics and Theralink Technologies. She has a proven track record of commercializing game-changing diagnostics (including BRCA1/2)and developing a suite of solutions for oncology providers. She also currently serves on the Board of the American Society of Breast Surgeons Foundation. Her focus is on scaling Ignite Proteomics’s Medicare-reimbursed platform into the global oncology market 

Brent Franklin

Founder and CEO, Rise Capital Group

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Brent Franklin

Founder and CEO, Rise Capital Group

Brent Franklin is the founder and chief executive officer of Rise Capital Group, a privately held investment firm focused on oil and gas asset acquisition and development. With over 170 aum in assets under management and several active funds collectively raising $250 million, he has built a proven reputation for performance, discipline, and consistency.

Jeff Busch

CEO, Ignite Proteomics

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Jeff Busch

CEO, Ignite Proteomics

Jeffrey Busch is an experienced successful Public company CEO and has been recently appointed as CEO for Ignite and Pearsanta under the symbol ADTX.  His mission is to take the companies public.  Mr. Busch has been founder and fulfilled the CEO role of five successful public companies which several he took to over a billion-dollar market cap. He has been involved with multiple biotech companies in leadership roles. 

Robert Buchanan

VP Sustainability & Communication, Americas Gold & Silver

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Robert Buchanan

VP Sustainability & Communication, Americas Gold & Silver

Mr. Buchanan has 30 years of mining industry experience in investor relations and public affairs roles. Previously, he was the director of investor relations for TSX-listed Karora Resources (formerly Royal Nickel Corp.) from 2011 to 2024, until its merger with Westgold Resources (valued at C$2.1B). At Karora, he played key role in developing the corporate communications & sustainability strategies. Before joining Karora, he was director, investor relations at TSX and JSE-listed Uranium One from 2007 to 2011. Prior to that, he spent over 10 years in various investor relations and public affairs roles at TSX and NYSE-listed Inco Ltd. and Vale Inco. He has completed the Competent Boards Global Certificate and Designation in ESG, is a Certified Professional in investor relations, and has a bachelor of science degree in Environmental & Resource Science.  

Amro Albanna

Co-Founder, Chairman, and CEO, Aditxt, Inc.

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Amro Albanna

Co-Founder, Chairman, and CEO, Aditxt, Inc.

Amro Albanna is co-founder, chairman and CEO of Aditxt, a Nasdaq-listed social innovation platform decentralizing life sciences, with programs spanning cancer, autoimmunity, infectious diseases, and women’s health. He has built disruptive private and public ventures across technology, medtech, biotech, and nanotech.

Steve Hotovec

President, Barastone, Inc.

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Steve Hotovec

President, Barastone, Inc.

Steve Hotovec has over 25 years of experience in brokerage, trading, and alternative investments. He is a pioneer in the arena of non-bank, non-debt solutions for homeowners. These products provide unprecedented capabilities for homeowners to access and manage their full wealth, not just a portion of it. Barastone is focused on providing homeowners with the education, tools, and resources to access and manage their largest asset intelligently.

Sam Ro

Founder & Editor

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Sam Ro

Founder & Editor

Sam Ro is the founder and editor of TKer, the award-winning newsletter curating news, data, and insights on the markets and the economy for long-term investors. He previously wrote the Axios Markets newsletter. Before that, he was the managing editor at Yahoo Finance and the deputy editor of markets at Business Insider. He is a CFA charterholder.

J Mintzmyer, PhD

Founder and President, Value Investor's Edge

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J Mintzmyer, PhD

Founder and President, Value Investor's Edge

J Mintzmyer, PhD, is a renowned shipping analyst and founder of Value Investor's Edge ("VIE"), an independent buy-side research platform. He is a frequent speaker at investment conferences, quoted regularly in trade journals, and hosts a popular podcast featuring shipping industry executives. The long-only shipping model portfolios hosted on VIE have delivered a 43% IRR over the past seven years (approximately 12 times cumulative), and Dr. Mintzmyer is the go-to expert for all shipping-related trading and investment topics. VIE also offers a high-yield income model that has outperformed the market by more than 15% annually over the past seven years, with an average yield of 7-8%.

John Netto, Esq.

Chief Legal Macro Strategist, Rareview Capital

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John Netto, Esq.

Chief Legal Macro Strategist, Rareview Capital

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

David Sherman

President & Chief Investment Officer, CrossingBridge Advisors

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David Sherman

President & Chief Investment Officer, CrossingBridge Advisors

David Sherman is the president and chief investment officer of CrossingBridge's $4 billion AUM. All four of the firm's proprietary mutual funds that are eligible by Morningstar are ranked 5 stars. Lipper Associates recognized CrossingBridge as the top Fixed Income Fund Family of Smaller Firms in 2025. The firm specializes in corporate credit opportunities with a focus on high-yield, stressed, and distressed opportunities. Mr. Sherman founded CrossingBridge Advisors in 2016 and its predecessor and parent company, Cohanzick Management, in 1996. David began his 37-year investment career in high-yield and distressed securities at Leucadia National in 1987, following internships at Drexel Burnham Lambert's High Yield and Convertible Bond department based in Los Angeles. During his 10-year tenure at Leucadia, he served as vice president focused on corporate investments and acquisitions as well as engaging as treasurer of Leucadia's insurance operations with $3 billion of assets. Currently, Mr. Sherman is an adjunct professor in NYU Sterns Finance Department focused on Global Value Investing.

Steve Hou

Senior Researcher, Bloomberg Index Research

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Steve Hou

Senior Researcher, Bloomberg Index Research

Steve Hou is a senior researcher for Bloomberg Index Research. His research covers systematic equity and multi-asset investment strategies. Prior to joining Bloomberg, he was a researcher of systematic equity strategies at AQR Capital Management LLC. Dr. Hou graduated with a PhD in financial economics from the University of Michigan in 2018. He previously completed graduate and undergraduate studies from ETH Zurich and the University of Virginia.

Matt Cole

Chief Executive Officer and Chief Investment Officer, Strive

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Matt Cole

Chief Executive Officer and Chief Investment Officer, Strive

Matt Cole is the chief executive officer and chief investment officer of Strive, a leading provider of shareholder-focused investment solutions. Mr. Cole oversees Strive's investment philosophy, strategic positions, and product lineup. He is also the head portfolio manager for Strive's passive equity ETFs and actively managed fixed-income ETFs. Prior to Strive, he was a portfolio manager at CalPERS, where he oversaw more than $70 billion in actively managed fixed-income portfolios. During his 16 years at CalPERs, his portfolios were among the best performing in the investment industry and did not underperform their benchmark in any single year.

Ben Werkman

Chief Investment Officer, Strive

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Ben Werkman

Chief Investment Officer, Strive

Ben Werkman is the Chief Investment Officer at Strive. Prior to joining Strive, he served as Chief Investment Officer at Swan Bitcoin, where he first joined as a treasury strategy consultant in December 2024. A long-time Bitcoin advocate and entrepreneur, he has deep expertise in distressed credit, treasury strategy, strategic finance, capital raising, and both equity and derivatives trading. He has advised both public and private corporations on Bitcoin adoption and treasury implementation, helping executives articulate the long-term value proposition of integrating Bitcoin into their capital structures and driving shareholder value. He spent much of his earlier career as a Manager at KPMG where he focused on governance and corporate strategy.He received his BBA in Finance and Marketing from Grand Valley State University.

Jeff Walton

Chief Risk Officer & CEO of True North, Strive

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Jeff Walton

Chief Risk Officer & CEO of True North, Strive

Jeff Walton is Chief Risk Officer at Strive and founder/CEO of Strive subsidiary True North, a peer group and podcast exploring Bitcoin treasury adoption, securitization, collateralized finance, and macro strategy. With more than a decade of experience in reinsurance and capital markets, he brings deep expertise in structured finance, capital management, risk transfer, and probabilistic risk analysis. Jeff regularly comments on Bitcoin, equity and fixed income markets, and the evolving intersection of digital assets, insurance markets, and financial risk. Jeff received his BA in Business and Economics from the University of Puget Sound.

Christopher Berlet

President, CEO, & Director, Stakeholder Gold Corporation

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Christopher Berlet

President, CEO, & Director, Stakeholder Gold Corporation

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

Mark Benzaquen

Principal, Investor Education, OCC/The Options Industry Council

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Mark Benzaquen

Principal, Investor Education, OCC/The Options Industry Council

Building on over 25 years in the financial industry, Mark Benzaquen's experience enables him to serve as an industry advocate for both individual investors and financial professionals alike. In his role as principal of investor education at OCC, he is responsible for providing support to a comprehensive options resource center that provides information and education about options and supports all products traded on all OCC participant exchanges. Mr. Benzaquen also serves as an instructor and content creator of the Options Industry Council (OIC), conducting options seminars, presenting online webinars, and creating online education courses with a focus on options.

Daniel Montano

CEO, Zhittya Genesis Medicine, Inc.

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Daniel Montano

CEO, Zhittya Genesis Medicine, Inc.

Dan Montano started at the Los Angeles Stock Exchange in 1968 as a floor broker. Over the next 30 years, he managed thousands of stockbrokers as CEO of several securities firms. As an investment banker, Mr. Montano handled the IPO's of over 100 companies from 1968 until 1998. During that time, he also assisted in starting almost 100 new companies to advance new technologies. In 1998, Mr. Montano left investment banking and dedicated himself to advance biotechnology breakthroughs. Presently, he is CEO of Zhittya Genesis Medicine Inc., a bio-pharmaceutical company developing drug treatments for heart disease, strokes, Parkinson's disease, Alzheimer's, and more.

Kim Bolton

President and Portfolio Manager, Black Swan Dexteritas Inc.

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Kim Bolton

President and Portfolio Manager, Black Swan Dexteritas Inc.

Kim Bolton is the founder of Black Swan Dexteritas Inc., and the portfolio manager for BSD's flagship Global Technology Hedge Fund. Mr. Bolton's previous experience includes 35 years of portfolio management and securities trading experience at Toronto Dominion Bank, CIBC Asset Management, and BP p.l.c. (formerly British Petroleum) and has successfully managed portfolios in excess of $3.5 billion. Mr. Bolton has an MBA degree from Schulich School of Business and a Bachelor of Science degree from Trent University. You may recognize him as the 'technology stock expert' featured monthly on BNN Bloomberg's "Market Call" show.

John Albright

President & Chief Executive Officer, CTO Realty Growth

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John Albright

President & Chief Executive Officer, CTO Realty Growth

Mr. Albright joined the Company in August 2011 as President and CEO. Most recently, he was Managing Director at Archon Capital (Goldman Sachs), investing for GS Real Estate Mezzanine Partners. He holds a B.A. in Business Administration from Southern Methodist University.

Jenna McKinney

Director of Finance, CTO Realty Growth

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Jenna McKinney

Director of Finance, CTO Realty Growth

Jenna McKinney joined the Company in January 2025 as Director of Finance. Most recently, she was an associate in the Real Estate Investment Banking group at Raymond James. She holds a B.A. in Economics from the University of Chicago.

James Fink

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James Fink

Jim Fink is chief investment strategist for Seasonal Stock Alert, Options for Income, Velocity Trader, and Inner Circle. He has traded options for more than 30 years and generated personal profits, turning $50,000 into over $5 million. Hopelessly overeducated, Mr. Fink holds a bachelor's degree from Yale University, a master's degree from Harvard's Kennedy School of Government, a law degree from Columbia University, and an MBA from the University of Virginia's Darden School of Business. For good measure, he has been a member of the Illinois and DC bars. Before starting his services, Jim practiced telecommunications regulatory law for nine years until he realized that he made more money trading stock options than writing briefs. After attending business school, Mr. Fink switched gears to the investment realm full-time, working for a university endowment, a private wealth management firm, an insurance and financial planning company, and as a Senior Analyst for an online investment newsletter service that encourages the wearing of funny hats. A possible but unlikely descendant of legendary brawler and boatman Mike Fink, Jim defies his heritage, believing that investing success requires patience and analysis, not swashbuckling bravado. Besides his passion for analyzing and writing about stocks, Jim likes to hike in the desert Southwest, vacation in Las Vegas, play softball and tennis, and watch his son compete on the tennis court.

Harry Boxer

Author, TheTechTrader.com

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Harry Boxer

Author, TheTechTrader.com

Harry Boxer is author of TheTechTrader.com, a real-time diary of his trading ideas and market analysis. He has more than 50 years of Wall Street investment and technical analysis experience, including eight years as chief technical analyst with three brokerage firms. Mr. Boxer was the winner of the 1995 and 1996 worldwide internet stock-market trading contest, The Technical Analysis Challenge.

Cullen Roche

Founder, Discipline Funds

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Cullen Roche

Founder, Discipline Funds

Cullen Roche is the founder of Discipline Funds, a financial advisory and ETF firm in San Diego. He specializes in macro portfolio construction, risk management, and asset-liability matching strategies. He began his career at Merrill Lynch and later managed a private investment partnership that, over 2005–2011, generated double-digit annualized returns with no negative calendar years, focusing on reporting anomalies and the overnight return anomaly. He is the author of Pragmatic Capitalism and the forthcoming Your Perfect Portfolio (expected 2026).

Jim Woods

Eagle Financial Publications

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Jim Woods

Eagle Financial Publications

Jim Woods is a 20-plus-year veteran of the markets with varied experience as a broker, hedge fund trader, financial writer, author and newsletter editor. He is the editor and investment director of Investing Edge, Crypto & Commodities Trader, Bullseye Stock Trader, Tactical Trader, and The Deep Woods e-Letter (Mr. Woods also co-directs the Fast Money Alert trading service, alongside Dr. Mark Skousen). The independent firm TipRanks has rated Mr. Woods the #1 financial blogger in the world (out of more than 6,000 competing analysts), and has been ranked inside the Top 12 globally for more than a decade. His books include co-authoring, Billion Dollar Green: Profit from the Eco Revolution, and The Wealth Shield: How to Invest and Protect Your Money from Another Stock Market Crash, Financial Crisis or Global Economic Collapse. Mr. Woods formerly worked with Investor's Business Daily founder William J. O'Neil, helping to author training courses in the CANSLIM stock-picking methodology. He is known in professional and personal circles as "The Renaissance Man," because his expertise includes such varied fields as composing and performing music, western horsemanship, combat marksmanship, martial arts, auto racing, and bodybuilding. Mr. Woods holds a BA in philosophy from the University of California, Los Angeles, and is a former U.S. Army paratrooper. A self-described "radical for capitalism," he celebrates the virtue of making money from his Southern California horse ranch.

Charles Williams

Owner and Managing Member

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Charles Williams

Owner and Managing Member

Charles Williams, a Dallas native and former engineer turned financier, built a national reputation as a visionary commercial real estate lender, developer, and podcast host—bridging technical precision with financial innovation to create transformative real estate and investment opportunities across communities.

Tim Plaehn

Lead Research Analyst, Investors Alley, a Subsidiary of Magnifi Communities

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Tim Plaehn

Lead Research Analyst, Investors Alley, a Subsidiary of Magnifi Communities

Tim Plaehn is the lead research analyst for income and dividend investing at Investors Alley, a subsidiary of Magnifi Communities. He is the editor of The Dividend Hunter, Weekly Income Accelerator, and Monthly Dividend Multiplier. Mr. Plaehn was formerly in the US Air Force serving as an F-16 fighter pilot and instructor. Several times a year he offers live training courses on income investing, covered call trading, and portfolio management.

Jon Fee

Head of Distribution Strategy, BondBloxx

Nancy Tengler

CEO and CIO, Laffer Tengler Investments

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Nancy Tengler

CEO and CIO, Laffer Tengler Investments

Nancy Tengler is the chief executive officer and chief investment officer of Laffer Tengler Investments. She is responsible for active equity management research and portfolio management, as well as leading the firm. Ms. Tengler is a committed advocate of financial literacy for women as the leader of Laffer Tengler's Women & Wealth initiative, which encourages and informs women on how to take charge of their own financial and investment planning. The second edition of her book, The Women's Guide to Successful Investing, was published in September 2023. As one of the most dynamic women in the investment management industry today, she is a sought-after TV and print financial commentator on local and national media outlets. Prior to joining Laffer Tengler, Ms. Tengler had a distinguished investment management career in several senior leadership roles. Most recently, she served as chief investment officer at Heartland Financial where she was also a director of Arizona Bank & Trust. Ms. Tengler has also served as president, chief executive officer, and chief investment officer of Fremont Investment Advisors in San Francisco. Before that, she founded Global Alliance Value Investors. She also worked for UBS Asset Management as head of the Value Equities Group and with Spare, Tengler, Kaplan, and Bischel, Ltd., as president and senior portfolio manager.

Tom DeMark

Founder, DeMARK Analytics, LLC

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Tom DeMark

Founder, DeMARK Analytics, LLC

Thomas DeMark is the founder and CEO of DeMARK Analytics, LLC, creator of the DeMARK Indicators, and has been a special consultant to Steven A. Cohen of Point 72 Asset Management for nearly 30 years. He has spent over five decades developing, trading, and teaching his techniques to institutional professionals worldwide and continues to be actively involved in the financial markets. Mr. DeMark received the Chartered Market Technicians Association (CMTA) Lifetime Achievement Award at the association's 50th anniversary event.

Wayne McDonell

Chief Currency Coach, FX Bootcamp, LLC

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Wayne McDonell

Chief Currency Coach, FX Bootcamp, LLC

Wayne McDonell is a hands-on, independent investor who has been trading forex and futures in the real world since 2004, much like any dedicated individual trader or small institutional player. He manages charitable endowments with a sharp focus on fundamental and technical data analysis, drawing on economic trends, market patterns, and real-time indicators to drive informed, risk-managed decisions. He started his career in finance as a venture capitalist, rooted in the innovative spirit of Silicon Valley during the 1990s, where he launched high-tech ventures, coached startup CEOs, and invested in over 100 patented technologies, bringing that entrepreneurial grit and acumen to his ongoing work in the markets. For over two decades, Wayne has forged a strong, enduring partnership with MoneyShow, delivering transformative in-person and virtual training events that have empowered thousands of traders and investors. His longstanding collaboration with MoneyShow and Traders Expo has made him a staple at their conferences, where he shares complicated topics in plain English that's easy to understand, helping attendees build practical skills for independent success in the markets. As an award-winning educator and renowned public speaker—honored as Speaker of the Year by FXstreet.com—Wayne's passion for demystifying finance is evident in his bestselling book, "Strategic and Tactical Forex Trading," which has sold tens of thousands of copies and serves as a comprehensive guide to strategies and risk management. Leveraging his extensive trading experience, advanced education, and the latest AI technology, Wayne built and runs TRADARS.com—a cutting-edge data analytics platform powered by a custom LLM specialized in the relational mathematics of fundamental and technical analysis for trading and investment decisions. By blending big data, AI, and real-world trader insights, TRADARS.com levels the playing field for small traders and investors, providing accessible, real-time tools to analyze markets, spot opportunities, and manage risks effectively—capabilities once reserved for large institutions. Backed by a solid academic foundation—a Bachelor's in Macroeconomics and Master's in Financial Management from Harvard University—Wayne has pursued advanced post-graduate studies in Alternative Investing from Harvard Business School, Cryptocurrencies from MIT, and Algorithmic Trading from the University of Oxford. Through his deep-rooted relationship with MoneyShow, Wayne continues to inspire and equip everyday traders with the knowledge, confidence, and real-world strategies needed to navigate the dynamic financial landscape on their own terms. As a resident of Atlanta, GA, he serves his community as a member of the FEMA Emergency Response Team and completed the Community Policy Academy.

Jeffrey Hirsch

CEO, Hirsch Holdings

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Jeffrey Hirsch

CEO, Hirsch Holdings

Jeffrey A. Hirsch is CEO of Hirsch Holdings, editor-in-chief of the Stock Trader's Almanac and publisher of Almanac Investor at www.stocktradersalmanac.com. Jeff is the author of The Little Book of Stock Market Cycles (Wiley, 2012) and Super Boom: Why the Dow Will Hit 38,820 and How You Can Profit from It (Wiley, 2011). He worked with founder Yale Hirsch for over twenty years, taking over for him in 2001. A 35-year Wall Street veteran, he appears on CNBC, Bloomberg, Fox Business, and many other financial media outlets. Now in its 58th year, the Stock Trader's Almanac has been published every year since 1968.

Oliver Renick

Creator and Host, Chicago: Future of Finance

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Oliver Renick

Creator and Host, Chicago: Future of Finance

Oliver Renick is a 10-year TV veteran and the creator and host of Chicago: Future of Finance, a live series about options trading and how the "Protail" investor is realigning the nucleus of global finance to the US Midwest.

Brent Kochuba

Founder, SpotGamma

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Brent Kochuba

Founder, SpotGamma

Brent Kochuba founded SpotGamma in 2020 to provide retail traders with an edge by unveiling how and when options are driving stocks and futures. SpotGamma models all US options flows to generate proprietary expert analysis and actionable indicators for our global trading community.

Stephen Moore

Co-Founder, Committee to Unleash Prosperity

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Stephen Moore

Co-Founder, Committee to Unleash Prosperity

Stephen Moore served as a senior economic advisor to Donald Trump and was a member of the President's Economic Recovery Task Force. He is the author of Trumponomics: Inside the America First Strategy to Revise Our Economy. Mr. Moore formerly wrote on the economy and public policy for The Wall Street Journal and served on the Journal editorial board from 2005-2014. From 2015-2017 he served as chief economist for the Heritage Foundation. He is the founder and former president of the Club for Growth, which raises money for political candidates that favor free-market economic policies. Mr. Moore has served as a senior economist on the Congressional Joint Economic Committee and as a senior economic fellow at the Cato Institute, where he published dozens of studies on federal and state tax and budget policy. He is the author of five other books including The End of Prosperity. Mr. Moore received the Republican National Committee award of Great Communicator. He was named by Worth Magazine in 2019 as one of the top 50 influencers in global financial affairs.

Carolyn Boroden

Technical Analyst, ElliottWaveTrader.net

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Carolyn Boroden

Technical Analyst, ElliottWaveTrader.net

Carolyn Boroden is a technical analyst specializing in Fibonacci analysis. Her unique form of price and time analysis is quickly proving to be one of the most promising trading techniques using Fibonacci available today. Ms. Boroden's first book, Fibonacci Trading: How to Master the Time and Price Advantage, was published by McGraw-Hill in early 2008. She is currently running a trading room at Elliottwavetrader.net.

Anas Alhajji

Managing Partner, Energy Outlook Advisors LLC

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Anas Alhajji

Managing Partner, Energy Outlook Advisors LLC

Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, influencer, investor, and speaker with more than 1,000 papers, articles, and columns to his credit. He advises governments, companies, financial institutions, and investors on various energy market issues. He focuses on the oil, gas, and energy markets outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy, employment, and technology in the oil and gas industry. He has extensive experience in market structure and modeling. Before his recent role as a managing partner at Energy Outlook Advisors LLC and editorial advisor of Attaqa, he was the former chief economist of NGP Energy Capital Management. He led the firm's macro-analysis of the oil, natural gas, and related markets as well as the overall economic environment. He was responsible for the short-term and long-term outlooks for oil, natural gas, NGLs, and LNG markets. Dr. Alhajji's articles appeared in numerous countries in more than 10 languages, and his work is cited in over 60 books. He has addressed numerous companies, institutions, and national and international organizations. He also serves on the board of several energy-related publications. He is a contributing editor for one of the industry's premier publications: World Oil. He is also the moderator of the industry's oldest virtual forum: Oil, Gas, & Energy Law (OGEL). Prior to joining NGP, Dr. Alhajji taught economics at the University of Oklahoma (1995 to 1997), the Colorado School of Mines (1997 to 2001), and Ohio Northern University (2001 to 2008), where he held the George Patton Chair of Business and Economics. Dr. Alhajji taught courses in economics, energy economics and policy, and energy geopolitics. Dr. Alhajji was educated in Syria, Saudi Arabia, and the United States. He holds an M.A. in economics, and a Ph.D. in economics from the University of Oklahoma, with a specialization in energy economics and policy. He received many awards including the Teaching Excellence Award and the Outstanding Mentor Award in addition to many prizes in woodworking.

Adrian Manz

Co-Founder and Daily Contributor, TraderInsight.com

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Adrian Manz

Co-Founder and Daily Contributor, TraderInsight.com

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

Louis Navellier

Founder and Chairman, Navellier & Associates

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Louis Navellier

Founder and Chairman, Navellier & Associates

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

Brennan Habetler

Investment Analyst, KeyStone Financial

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Brennan Habetler

Investment Analyst, KeyStone Financial

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

Viktoriya Montano

Vice President of Strategic Innovations, Zhittya Genesis Medicine Inc.

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Viktoriya Montano

Vice President of Strategic Innovations, Zhittya Genesis Medicine Inc.

Viktoriya (Vika) Tamlenova-Montano is vice president of strategic innovations for Zhittya Genesis Medicine Inc. For the last 20 years, she has been involved with biotechnology, handling technology transfer from Ukrainian biotechnology companies to the USA, clinical trials, and research of new applications of angiogenesis medicines. Ms. Montano holds three Bachelor's degrees and a Master's degree from prestigious Ukrainian universities. She also speaks six languages and has been the personal translator for the first president of a free Ukraine, President Leonid M. Kravchuk. Ms. Montano has presented at universities on epigenetics and she is dedicated to addressing women's health issues, which can be treated with angiogenesis and neurogenesis.

Wendy Borlabi

Performance Coach, Endowment Assurance and Impact Engine Group

Shawn Muneio

Managing Partner, BeQuest Asset Management

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Shawn Muneio

Managing Partner, BeQuest Asset Management

Shawn Muneio is a managing partner of Bequest Asset Management. He leads the firm's investment strategies, risk management, and compliance adhering to the Investment Advisors Act and Commodity Exchange Act. Mr. Muneio excels in Reg D 506(c), Reg CF, and Reg A funds across asset classes within real estate and energy.

Robert Daugherty

Founder, Endowment Assurance Corporation

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Robert Daugherty

Founder, Endowment Assurance Corporation

Robert Daugherty, a money manager for an exclusive list of family offices and high-net-worth investors, shares why temperament, coupled with intelligence, is the principal driver of investment success and long-term outperformance. As a finance professor and longtime Berkshire Hathaway shareholder, Daugherty founded Endowment Assurance Corp in 2018 to help clients align disciplined behavior with superior compounding returns.

Jason Hommel

Miner, Blockchain Mint

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Jason Hommel

Miner, Blockchain Mint

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

Daniel Ives

Managing Director, Global Head of Technology Research, Wedbush Securities

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Daniel Ives

Managing Director, Global Head of Technology Research, Wedbush Securities

Daniel Ives is a managing director and senior equity research analyst covering the technology sector at Wedbush Securities, where he has been since 2018. He also serves as the global head of technology research at Wedbush. Mr. Ives has been a tech analyst on Wall Street for over two decades, covering software and the broader technology landscape. Dan began his career as a financial analyst at HBO before earning his MBA in Finance and becoming a globally recognized technology equity research analyst and managing director at FBR Capital Markets, where he spent 16 years focusing on enterprise software and hardware sectors—including cybersecurity, cloud computing, big data, and the mobile landscape. A major area of his current research is electric vehicles and disruptive technologies expected to shape the next decade. Mr. Ives is a highly sought-after tech expert, regularly speaking at events across the US, Europe, Australia, and Asia. He frequently appears on television networks including CNBC, Bloomberg, CNN, Fox News, BBC, NBC, CBS, ABC, MSNBC, France 24, Sky News, ABC Australia, and TV Tokyo, among others, to provide expert commentary on the technology sector. He has also appeared on The Today Show, Good Morning America, CBS Mornings, PBS NewsHour, NBC Nightly News, ABC World News Tonight, CBS Evening News, CNN's Erin Burnett OutFront, Last Week Tonight with John Oliver, and The Daily Show. Dan can often be heard on tech-related radio segments for Bloomberg, ABC News, NPR, BBC, and other major outlets. His insights are regularly cited by global publications such as The Wall Street Journal, USA Today, Investor's Business Daily, Chicago Tribune, New York Post, Los Angeles Times, Newsweek, The Telegraph, San Francisco Chronicle, Time Magazine, Le Monde, The Washington Post, The Guardian, The Boston Globe, Daily Mail, South China Morning Post, Barron's, The Times of London, Financial Times, Le Figaro, The Sydney Morning Herald, and The New York Times, among many others.

Peter Tuchman

Moderator-In-Chief, The Wall Street Global Trading Academy

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Peter Tuchman

Moderator-In-Chief, The Wall Street Global Trading Academy

Peter Tuchman commonly known as the Einstein Of Wall Street, has been covering institutional trading, hedge funds, convertible, arbitrage, and retail markets for more than 35 years. Mr. Tuchman has maintained the title of the most photographed and famous stockbroker in the world! For decades with his expressive photographs, adorning newspapers, articles, and TV shows globally, he has been seen on CNBC, Fox News, CNN, and Money News Network. As well as being a partner in Wall Street, he is the moderator-in-chief at The Wall Street Global Trading Academy, which is a globally renowned school that teaches technical analysis, and risk management to thousands of students throughout the world. Peter Tuchman and his partner, David Green teach thousands of students how to navigate markets successfully in this wild world using technical analysis and mismanagement preeminent tools. Mr. Tuchman is a motivational public speaker as well as a globally known social media influencer mentoring thousands of students of markets, humanity, and the psychology of gratitude.

Jason Schenker

President, Prestige Economics

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Jason Schenker

President, Prestige Economics

Jason Schenker is a globally recognized futurist, top-ranked economist, and bestselling author. He leads Prestige Economics and The Futurist Institute, advising executives and policymakers on future risks and opportunities. Mr. Schenker is the author of 16 bestselling books, over 1.5 million learners have taken his online courses on LinkedIn, and Bloomberg News has ranked him the #1 forecaster in the world in 35 different categories, including currencies, oil prices, gold prices, and US jobs. Jason is also faculty for the Joint Special Operations University at USSOCOM, a contributor to Forbes, and a LinkedIn Top Voice.

Kenny Glick

Founder, HitTheBid.com

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Kenny Glick

Founder, HitTheBid.com

Kenny Glick, often referred to as the grandfather of day trading, has been trading for over 30 years. Previously an SOES bandit and tape reader, he now focuses all his trading on VWAP (Volume-Weighted Average Price). Using an algorithm that he's built around the VWAP, his primary focus is on exploiting previous mistakes over the last 30 years. Mr. Glick uses VWAP to prove the market is, in fact, rigged — and that's a good thing. It's rigged to VWAP and multiple time frame VWAP. Kenny spends most of his time on his own website, HitTheBid.com, doing live webinars all day. He demonstrates to his members the intricacies of VWAP in a live setting, and viewers are able to follow along with his live trades and gain an education through the commentary.

Markus Heitkoetter

CEO, Rockwell Trading Services, LLC

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Markus Heitkoetter

CEO, Rockwell Trading Services, LLC

Born and raised in Germany, Markus Heitkoetter left the corporate grind at IBM in 2002 and moved to Austin, TX, with just $30,000. Now a millionaire trader and investor, he has written four best-sellers and founded Rockwell Trading. When the S&P 500 crashed in 2022, his "Wheel Strategy" earned him 62% in realized profit. And when not helping traders and investors achieve amazing results through smart trading and investing, you can find Mr. Heitkoetter riding his Harley, traveling the world, and living the #pxolife.

Ophelia Snyder

Co-Founder, 21Shares

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Ophelia Snyder

Co-Founder, 21Shares

Ophelia Snyder is the co-founder of 21shares, where she redefined the intersection of traditional finance and crypto. In October 2025, 21shares was acquired by FalconX, marking the largest exit by a female founder in crypto. Snyder has been recognized for bridging institutions and digital finance by being named to Forbes' "30 Under 30," BILANZ's "Top 100 Bankers," and CoinDesk's "Top 50 Women in Web3 & AI". A Stanford and NYU Stern graduate, she champions responsible blockchain adoption, financial inclusion, and cultivating the next generation of fintech leaders.

Tony Edward

Founder & Host, Thinking Crypto Podcast

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Tony Edward

Founder & Host, Thinking Crypto Podcast

Tony Edward is an author, the visionary founder of the Thinking Crypto Podcast, and a passionate crypto/blockchain enthusiast. With a keen interest in the crypto space since 2016, Tony has established himself as a knowledgeable and influential figure. His podcast features insightful interviews with politicians, founders, CEOs, and other prominent personalities, offering listeners a deep dive into the world of cryptocurrency and blockchain technology.

Kevin Davitt

Head of Index Options Content, Nasdaq

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Kevin Davitt

Head of Index Options Content, Nasdaq

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

Mark Skousen

Founder, Freedom Fest

Dr. Alan Ellman

President, The Blue Collar Investor Corp.

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Dr. Alan Ellman

President, The Blue Collar Investor Corp.

Dr. Alan Ellman is president of The Blue Collar Investor Corp. and author of 9 best-selling books on covered call writing and selling puts. His 4th book, Stock Investing for Students, is now required reading at several colleges. Alan has been trading stock options since 1995, and The Blue Collar Investor Corp. was started in January 2007. He has also produced several video courses, published hundreds of articles, and produced hundreds of videos on this subject. Dr. Ellman has been a frequent guest on financial forums such as the Options Industry Council's Wide World of Options, StockCharts TV, and The Money Answers Radio program. He is also a national speaker for The MoneyShow, a contributor for the Options Industry Council and the American Association of Individual Investors, as well as an educational contributor to Nasdaq.com. Alan was also named best teacher of covered calls on Snapchat GPT. He is on the Board of Directors for Education for Quasar Markets and has completed the Series 65-Investment Advisor Rep requirements. He has also served as an expert witness and consultant in a multi-million-dollar options trial.

Andrew Aziz

Founder, Bear Bull Traders

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Andrew Aziz

Founder, Bear Bull Traders

Andrew Aziz is a Canadian trader, investor, and official Forbes Council member. He ranked as one of Amazon Books' top 100 bestselling authors in the Business and Finance category for five consecutive years, from 2016 to 2022. Mr. Aziz's book on finance has been published in eight different languages. In 2016, he founded Bear Bull Traders, an online community of independent traders that offers learning tracks based on the strategies discussed in Mr. Aziz's bestselling books. The program guides members through every step of strategy development and the trading process. In 2021 and 2022, Investopedia and Business Insider ranked Mr. Aziz and Bear Bull Traders as the best online day trading course with the only community that has clinical psychologists and performance coaches on staff to help traders on that very critical aspect of trading.

Andrew McCormick

Head, eToro US

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Andrew McCormick

Head, eToro US

Andrew McCormick is the Head of eToro US, where users can trade equities, cryptoassets, and options on a single easy-to-use platform. He joined eToro in early 2022 as a lawyer and now leads the eToro US team. Mr. McCormick previously focused on regulatory matters at leading investment firms including E*TRADE and Morgan Stanley, and started his career as a litigator at the law firm of Eversheds Sutherland LLP. With his experience in traditional finance, he brings his passion for promoting the transformative power of capital markets to the disruptive world of fintech. Mr. McCormick holds a B.A. from the University of Virginia and a J.D. from George Mason University. He is licensed to practice law in Virginia, Washington D.C., and New York, and has his Series 7, 63, and 24 securities licenses.

Mike Barbee

President & CEO, Advance Green Energy, Inc.

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Mike Barbee

President & CEO, Advance Green Energy, Inc.

P. M. (Mike) Barbee, president, founder, and CEO of Advance Green Energy, brings decades of technology research, global green-tech expertise, and entrepreneurial success. With 35+ ventures built and sold, he leads AGE's mission to deliver sustainable, innovative energy solutions for future generations.

Brian Pezim

Trader and Moderator, Bear Bull Traders

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Brian Pezim

Trader and Moderator, Bear Bull Traders

Brian Pezim is a seasoned trader, author, and moderator at Bear Bull Traders. His passion for the stock market began as a preteen, when his father bought him his very first share of The Bell Telephone Company of Canada—a single share that grew over the years through splits and dividends, sparking a lifelong interest in trading. With decades of experience in the markets, Brian has written three books on trading, including the best-selling How to Swing Trade for a Living, which has sold thousands of copies worldwide. Today, he continues to share his knowledge and experience with the trading community, helping others navigate the markets and avoid the mistakes he once made as a novice trader.

Christine Kieffer

Senior Director, FINRA Investor Education Foundation

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Christine Kieffer

Senior Director, FINRA Investor Education Foundation

Christine Kieffer, CRCP®, is senior director of the FINRA Foundation, where she directs research on personal financial issues and develops programs for stakeholders and consumers to advance investor education and fraud prevention initiatives. Christine serves on advisory boards to the National Adult Protective Services Association and FightCybercrime.

Thor Young

Senior Futures Trader, Peak Capital Trading

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Thor Young

Senior Futures Trader, Peak Capital Trading

Thor Young is a seasoned day trader, educator, and speaker with a unique background that bridges technology and financial markets. After more than a decade in the IT industry, specializing in server systems and integrations, Mr. Young was first introduced to trading while working as a server technician for an options trading platform. That early exposure ignited a passion that would later define his career. In 2018, inspired by a deeply personal motivation following his daughter's autism diagnosis, Thor transitioned to full-time day trading. He immersed himself in the craft, guided by the principles laid out in How to Day Trade for a Living. Today, he is a lead moderator at Bear Bull Traders, a senior futures trader at Peak Capital Trading, and a regular presenter for Bookmap™.

Robert Mascio

Director of Investor Education, FINRA Investor Education Foundation

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Robert Mascio

Director of Investor Education, FINRA Investor Education Foundation

Rob Mascio is a Director for the FINRA Foundation, for which he cultivates and manages programs to protect consumers from financial fraud. He previously managed FINRA's Vulnerable Adults and Seniors Team and has worked in both member supervision and market regulation.

Nathan Mcconnel

Trader, Bear Bull Traders

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Nathan Mcconnel

Trader, Bear Bull Traders

Nathan Mcconnel grew up in Southern Illinois and attended pharmacy school at the St. Louis College of Pharmacy, where he earned his bachelor's degree in pharmacy. He has been a licensed and practicing pharmacist for over 20 years. In April of 2020, Mr. Mcconnel read Andrew's book How to Day Trade for a Living and began his path to day trading. In 2021, he joined the BBT community and has attended all but one of the Summit conferences. The things he likes most about trading are working from home, the constant challenges to improve, and socializing with friends and traders in the BBT community. His trading focuses on Camarilla Pivots and using BookMap to execute his trade book. Nathan currently lives high up in the rural mountains of Colorado with his fiancé and fur babies, Sugar and Dasie. In his spare time he likes to spend time with his family, skiing, biking, traveling and working on his truck.

Avi Gilburt, Esq

Founder, ElliottWaveTrader.net

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Avi Gilburt, Esq

Founder, ElliottWaveTrader.net

Avi Gilburt is an Elliott Wave market analyst and author of elliottwavetrader.net, a live trading room featuring analysis by a dynamic community of professional traders. Mr. Gilburt's Elliott Wave analysis appears frequently on sites such as TheStreet.com, MarketWatch, Forbes, and Seeking Alpha.

Adam Butcher

President and Managing Partner, Basin Ventures

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Adam Butcher

President and Managing Partner, Basin Ventures

Adam Butcher has 20 years of experience as a land broker, business owner, and investor. He managed projects on behalf of energy leaders such as Chesapeake Energy, Kimmeridge Energy, and over 40 industry players. Mr. Butcher's expertise in the land and legal aspects of the energy industry extends throughout the United States.

Michael Sheppard

Partner and Director of Investor Relations, Treasure Investments Corporation & Foundry Michelangelo

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Michael Sheppard

Partner and Director of Investor Relations, Treasure Investments Corporation & Foundry Michelangelo

Michael Sheppard presently serves as a partner and director of investor relations for Treasure Investments Corporation and CEO/chairman of Nevada Mining Company. As former president of the America Cancer Society in Wisconsin, he has raised millions of dollars for charities conducting live auctions using donated Ghiglieri fine art since 1998. Mr. Sheppard has raised over $400,000,000 as president of the National Community Foundation and is a nationally known speaker on estate planning. Recently, he negotiated an international partnership with the renowned Ferdinando Marinelli Foundry in Florence, Italy, granting Treasure Investments the exclusive right to produce the world's only pure silver Pieta by Michelangelo.

Tim Davis

Co-Founder and Managing Partner, Basin Ventures

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Tim Davis

Co-Founder and Managing Partner, Basin Ventures

For over 15 years, Tim Davis has practiced law in several capacities. He brings an in-depth understanding of contracts, agreements, and regulatory compliance, which allows Basin to ensure deals and projects are structured correctly and investor or partner interests are protected.

Heather Vanek

Content Manager, Simpler Trading

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Heather Vanek

Content Manager, Simpler Trading

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

Chris Barry

VP, Corporate Communications and Investor Relations, NNN REIT, Inc.

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Chris Barry

VP, Corporate Communications and Investor Relations, NNN REIT, Inc.

Chris Barry is vice president of corporate communications and investor relations for NNN REIT, Inc.He joined the company in May 1996 and oversees all media relations, internal and external communications, and retail investor relations. Mr. Barry is a member of the National Investor Relations Institute, the National Association of Real Estate Investment Trusts, and the International Council of Shopping Centers.

Dave Nadig

Independent ETF Expert and Financial Futurist, Nadig.com

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Dave Nadig

Independent ETF Expert and Financial Futurist, Nadig.com

Dave Nadig is an independent ETF expert and financial futurist with over 30 years in the investment management and ETF business. Previously, he has served as financial futurist for VettaFi, CEO of ETF.com, director of research at ETFTrends.com, director of exchange traded funds at FactSet Research Systems, and managing director & chief strategy officer of Barclays Global Investors. You can subscribe to Mr. Nadig's regular ETF analysis at nadig.com, or view him on the ExcessReturns Podcast network. He is the author of A Comprehensive Guide to Exchange Traded Funds which was published by the CFA Institute and is broadly on social media as @DaveNadig

Kelley Wright

Investment Quality Trends

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Kelley Wright

Investment Quality Trends

Kelley Wright entered the financial services industry in 1984 as a stock broker, first with a private investment boutique in La Jolla and later with Dean Witter Reynolds. In 1990, he left the retail side of the industry for private portfolio management. In 2002, Mr. Wright succeeded Geraldine Weiss as the managing editor of the Investment Quality Trends newsletter as well as the chief investment officer and portfolio manager for IQ Trends Private Client. His commentaries have been published in Barron's, Forbes, BusinessWeek, Dow Jones MarketWatch, The Economist, and many other business and financial periodicals. Mr. Wright is an active speaker at trade shows and investment conferences, and is a frequent guest and contributor to radio and CNBC. He is the author of Dividends Still Don't Lie, which was published in February, 2010, by John Wiley & Sons, Inc.

Ryan Irvine

President and CEO, KeyStone Financial

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Ryan Irvine

President and CEO, KeyStone Financial

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

Brett Lyman

Co-Founder and IAR, LymanWealth LLC

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Brett Lyman

Co-Founder and IAR, LymanWealth LLC

As co-founder of LymanWealth LLC, Brett J. Lyman specializes in algorithmic investing and data modeling to drive efficient investment strategies. He has been a software engineer and experienced investor since the early 2000s and holds a degree in Computer Science and an MBA.

Josh Tolley

CEO & Owner, SCEPTYR

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Josh Tolley

CEO & Owner, SCEPTYR

Josh Tolley, Chairman of Tolley & Co, serves as CEO of Sceptyr, a leading finance and commerce company focused on creating and protecting generational wealth. He has been featured by Fox Business, NPR, Kiplinger, and others.

Jason Bodner

Co-Founder, MoneyFlows

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Jason Bodner

Co-Founder, MoneyFlows

Jason Bodner is an accomplished investor and stock researcher reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith. Previously, Mr. Bodner served as director of European equity derivatives for Cantor Fitzgerald Europe in London, then moved to the role of head of equity derivatives North America for the same company in New York. He also served as SVP equity derivatives for Jefferies, LLC.

Deron Wagner

Founder and Head Portfolio Manager, Morpheus Trading Group

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Deron Wagner

Founder and Head Portfolio Manager, Morpheus Trading Group

Deron Wagner is a professional trader, former hedge fund manager, and founder of Morpheus Trading Group (MTG), America's first IEAC-accredited trading education firm. A former proprietary trader who trained professionals at major U.S. trading firms, Wagner has authored five books on trading published by Bloomberg Press, Wiley, and McGraw-Hill, including the Gold Medal–winning Trading ETFs: Gaining an Edge with Technical Analysis. Wagner has appeared on CNBC, ABC, and Yahoo! FinanceVision, and has been a featured speaker at MoneyShow conferences for over 20 years, including internationally at MoneyShow Shanghai. His swing trading newsletter, The Wagner Daily, has been in continuous publication since 2002. Through MTG, he has educated over 5,000 paid students. Known for his psychology-first approach to trading education, Wagner's core philosophy—"Trade What You See, Not What You Think"—emphasizes the behavioral discipline that separates consistently profitable traders from the rest. In 2024, MTG became the first trading education company worldwide to achieve IEAC accreditation. Wagner is currently expanding MTG's flagship TradeQuest certification program across the United States and Southeast Asia.

Rudolfo Beltran

Vice President & Head of Capital Acquisition, InNova Global Fund

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Rudolfo Beltran

Vice President & Head of Capital Acquisition, InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNova Global Fund (formerly Positiviti), brings over three decades of extensive experience in brand management and sales within the beverage industry to his role. With a rich background in senior-level director positions, Mr. Beltran has honed his skills in strategic leadership, market analysis, and customer relationship management. His wealth of knowledge and expertise has been instrumental in driving the growth and success of InNova Global Fund, as they strive to make a positive impact through micro-lending in Kenya. As a visionary leader, Mr. Beltran is deeply committed to fostering partnerships and expanding opportunities for financial inclusion through innovative micro-loan solutions. His dedication to excellence and passion for creating sustainable impact have positioned InNova Global Fund as a Gold sponsor at the prestigious MoneyShow Masters Symposium in Las Vegas. Mr. Beltran's strategic vision and exceptional leadership continue to drive Positiviti Lending toward new heights of success and social responsibility in the world of microfinance.

Frank Holmes

Interim CEO and Executive Chairman, HIVE Digital Technologies, Ltd.

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Frank Holmes

Interim CEO and Executive Chairman, HIVE Digital Technologies, Ltd.

Frank Holmes is the CEO and CIO of U.S. Global Investors, known for its mutual fund and ETF offerings in gold and precious metals, emerging markets, natural resources and airlines. He is a much sought-after keynote speaker and regular contributor to major financial media outlets. Mr. Holmes also serves as Chairman of HIVE Digital Technologies.

Jay Soloff

Lead Options Analyst, Investors Alley, a Subsidiary of Magnifi Communities

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Jay Soloff

Lead Options Analyst, Investors Alley, a Subsidiary of Magnifi Communities

Jay Soloff is the lead options analyst at Investors Alley, a subsidiary of Magnifi Communities. He is the editor for Options Floor Trader, Profit Wheel 360, and Weekly Income Accelerator. Prior to Mr. Soloff's work with Investors Alley, he was a professional options market maker on the floor of the Chicago Board Options Exchange, the largest options trading exchange in the world. Over two decades ago, he got his start at the Kansas City Board of Trade in the Wheat Futures pit. With 20+ years of direct, hands-on experience in options, Mr. Soloff's focus is on making professional options strategies available to anyone who wants to learn.

Alan Girardot

President and CEO, Rush Creek Resources LLC

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Alan Girardot

President and CEO, Rush Creek Resources LLC

Alan Girardot, president and CEO of Rush Creek Resources, is an energy entrepreneur and independent Texas and Oklahoma oil man. He established Rush Creek in 2014 during the initial shockwave of the most recent oil crash. Rush Creek capitalizes on value investing opportunities in the energy asset marketplace brought on by lower-for-longer oil prices.

Matt DeLong

CEO, Push Button Trading

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Matt DeLong

CEO, Push Button Trading

As the CEO of Push Button Trading, Matthew DeLong brings his wealth of knowledge and experience to the table, teaching classes/courses, live webinars, group mentoring sessions, and free classes to the community. His experience includes founding 15 startups, serving on multiple boards of directors, and investing in startup companies and real estate. He is an author, entrepreneur, speaker, and trader.

Danielle Shay

VP of Options, Simpler Trading

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Danielle Shay

VP of Options, Simpler Trading

Danielle Shay is a market analyst, trader, and the VP of options at Simpler Trading. She is an expert commentator on CNBC's Trading Nation, Fox News, Fox Business, Yahoo! Finance, Cheddar, Stockcharts.com and more. Ms. Shay is also a contributing author in John Carter's 3rd edition of Mastering the Trade. Her focus is on trend-following and directional strategies via options trading, though she covers stocks and ETFs as well. As a former teacher, Ms. Shay's goal is to help traders grasp the basics that make trading simpler-no matter their skill level. Her motto is, "If I can do it, you can do it!."

Pouya Taaghol, PhD

CEO and Founder, Financial AI

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Pouya Taaghol, PhD

CEO and Founder, Financial AI

Dr. Pouya Taaghol is Founder and CEO of Big Data Federation and its hedge fund subsidiary. A former CTO at Cisco and Intel, he led technology strategy and holds over 70 patents.

Cory Fleck

Co-Host, KE Report

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Cory Fleck

Co-Host, KE Report

Cory Fleck is a Chartered Professional Accountant (CPA, CA-BC) and active resource investor with over 20 years of experience in the markets. He is the co-host of the KE Report, the longest running commodities-focused radio show in the US, where he has conducted thousands of interviews with CEOs, fund managers, and leading analysts in the metals and energy sectors. With deep knowledge of both junior and mid-tier companies, Cory bridges the gap between management teams and investors, offering insights on opportunities across the resource sector.

Jim Bianco

President and Macro Strategist, Bianco Research, LLC

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Jim Bianco

President and Macro Strategist, Bianco Research, LLC

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

Mark Mahaney

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

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Mark Mahaney

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

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

Jeff Tompkins

President and Chief Investment Strategist, Altos Trading

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Jeff Tompkins

President and Chief Investment Strategist, Altos Trading

Jeff Tompkins, a professional stock, options, and futures trader, has a BS in finance from Santa Clara University and over 20 years of experience trading the markets. His successful career led him to create Altos Trading, LLC in order to help others achieve financial freedom through consistent and profitable trading strategies. Mr. Tompkins has successfully been trading since 1999, and over the years he has developed an arsenal of highly tested trading strategies which have remained effective regardless of market conditions.

Michael Lee

Founder, Michael Lee Strategy

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Michael Lee

Founder, Michael Lee Strategy

Michael Lee is the founder of Michael Lee Strategy, an investment management and wealth planning firm. A 20+ year veteran of the financial services industry, he is one of the most sought-after voices in the industry. Mr. Lee appears regularly on Fox Business and on many other financial media outlets to comment on economics, financial markets, and the effect of politics on both.

Toby Wade

CEO & Co-Founder, DeepVest

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Toby Wade

CEO & Co-Founder, DeepVest

Dr. Toby Wade is the CEO of DeepVest. He is an expert in investment, AI, and machine learning, with over 20 years of experience spanning equities, cryptocurrencies, futures, and currencies. Notable roles include serving as head of machine learning at Gemini, reporting directly to the Winklevoss twins, and head of predictive analytics within the research department at Bank of America. He has held other pivotal roles in hedge funds, financial exchanges, and banking institutions, focusing on alpha research, portfolio management, risk assessment, and trading strategies. Dr. Wade is proficient in natural language processing (NLP), large language models (LLMs), generative AI, and machine learning applications tailored to financial market research. His insights have been featured in prominent publications such as the Financial Times, Institutional Investor, CNBC, and Yahoo Finance. Toby earned his PhD in Statistics from the London School of Economics and Political Science.

Carley Garner

Senior Commodity Market Strategist and Broker, DeCarley Trading

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Carley Garner

Senior Commodity Market Strategist and Broker, DeCarley Trading

Carley Garner is an experienced futures and options broker with DeCarley Trading, a division of Zaner Financial Services, in Las Vegas, Nevada. Her commodity market analysis is often referenced on Jim Cramer's Mad Money on CNBC and she is a regular guest on Bloomberg Television's Options Insight segment with Abigail Doolittle. Ms. Garner is a regular contributor to TheStreet.com and its Real Money Pro service and is also a regular on the speaking circuit at TradersEXPOs and MoneyShows throughout the country. She is also an award-winning commodity futures and options trading book author. In addition to Trading Commodity Options with Creativity, Ms. Garner has authored Higher Probability Commodity Trading, A Trader's First Book on Commodities (three editions), and others.

Ian Selig

Vice President of Investor Relations, Safehold, Inc.

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Ian Selig

Vice President of Investor Relations, Safehold, Inc.

Ian Selig is an investor relations and business development professional with a proven record for effectively planning, executing, and communicating broad strategic direction. He currently serves as the vice president of Investor Relations for Safehold Inc. (NYSE: SAFE) and iStar (NYSE: STAR). Mr. Selig has extensive managerial and executive experience in both financial and global consumer products organizations with expertise integrating finance, communication, marketing, securities law, and compliance. He is a graduate of Skidmore College.

Sydney Armani

Chairman and CEO, AI Fintech World Group

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Sydney Armani

Chairman and CEO, AI Fintech World Group

Sydney Armani is a seasoned Silicon Valley veteran with over 30 years of experience as an entrepreneur, investor, and advisor in emerging technologies. He is the founder of AI World Fund for AI Startups & Accelerator, a venture platform dedicated to supporting the next generation of AI innovation through strategic investment, mentorship, and growth acceleration. Mr. Armani also leads AI World Media Group, a global platform at the forefront of Enterprise AI, AI-powered content creation, and AI data center infrastructure. Under his leadership, the company delivers real-time industry intelligence and personalized media automation to a global audience of over 250,000 subscribers, empowering decision-makers across sectors. Renowned for his forward-thinking approach, Sydney has been a driving force in blockchain innovation, enterprise AI, and digital infrastructure. He currently serves as a blockchain advisor at the Stanford Blockchain Lab, contributing to advancing decentralized technologies and the future of AI's foundational infrastructure. His expertise has made him a recognized thought leader in AI investment, smart infrastructure, and next-generation digital platforms.

Dan Sauer

President and CEO, Vertical Petroleum Industries

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Dan Sauer

President and CEO, Vertical Petroleum Industries

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

Joe Markman

Principal, Markman Capital Insight

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Joe Markman

Principal, Markman Capital Insight

Joe Markman is chief operations officer and marketing strategist at Markman Capital Insight, a technology-focused financial research company based in Seattle, Washington. Joe brings an entrepreneurial background and valuable insights into the great digital transformation, which we believe is the single most important business development of the century. He previously developed a successful innovative shoreline restoration venture in Seattle that was ultimately sold to a a large recycling company. At Markman Capital Insight, Joe directs operations, enhances customer experiences, and drives growth, positioning the firm at the forefront of sectors such as AI, cloud computing, and connected technologies. His hands-on approach and keen market acumen equip him to guide investors through the complexities of the digital economy.

Michael Golembesky

Senior Analyst, ElliottWaveTrader.net

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Michael Golembesky

Senior Analyst, ElliottWaveTrader.net

Michael Golembesky is a featured analyst at elliottwavetrader.net, where he hosts subscription services around analysis of forex and VXX. He began his trading journey as a SOES trader in the late 90's. In 2005, Mr. Golembesky began trading the forex markets at which time he was first introduced to Elliott Wave analysis. He also has an extensive background in real estate investing and finance, having spent close to 10 years working in this field.

TG WATKINS

Director of Stocks, Simpler Trading

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TG WATKINS

Director of Stocks, Simpler Trading

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

Kevin Bidner

CEO and Founder, The Hotel Communication Network

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Kevin Bidner

CEO and Founder, The Hotel Communication Network

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

Mike Larson

Editor-in-Chief, MoneyShow

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Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and conferences and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. Mr. Larson produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading several other past products. His areas of expertise as an analyst include domestic and global interest rates, commercial and residential real estate, and central bank policy.

Merlin Rothfeld

Senior Director, Trading Academy

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Merlin Rothfeld

Senior Director, Trading Academy

Merlin Rothfeld has been an active trader since 1996 and is currently a senior director at Trading Academy. As one of the first students of the academy, he took his expertise to Europe where he built financial training materials for banks, brokerages, and universities, including the first ever trading lab in Europe. His experience ranges from long-term investing to short-term high-volume trading. Mr. Rothfeld trades stocks, options, futures, forex, and cryptocurrency. He has led the development of OTA's digital asset program and is featured on the company's Monday Morning Must-Knows show.

David LaValle

President, CoinDesk Data & Indices

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David LaValle

President, CoinDesk Data & Indices

David LaValle is president of CoinDesk Data & Indices, a portfolio company of Bullish Group, a leading institutional digital asset trading platform. Mr. LaValle has over two decades of experience across both traditional financial services and digital assets, with a track record of leadership in executive roles and business expansion. Previously, he served as senior managing director, global head of ETFs at Grayscale Investments, was chief executive officer of VettaFi (formerly Alerian), and held senior leadership roles at State Street Global Advisors and Nasdaq. A graduate of Georgetown University (BA), David began his career in trading on the floors of the New York and American Stock Exchanges before moving into senior leadership roles across the financial industry. He served on the board of the Security Traders Association of New York (STANY) and currently sits on the advisory board of the Wall Street Rides FAR charity initiative.

Matt Hougan

Chief Investment Officer, Bitwise Asset Management

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Matt Hougan

Chief Investment Officer, Bitwise Asset Management

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

Ryan Wilday

Analyst, Cryptocurrency Trading Service, ElliottWaveTrader.net

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Ryan Wilday

Analyst, Cryptocurrency Trading Service, ElliottWaveTrader.net

Ryan Wilday has over two decades of experience trading equities, futures, and options. He began trading cryptocurrencies in 2013, and today, he melds his deep knowledge of the cryptocurrency market with Elliott Wave theory. In August 2017, Mr. Wilday launched his Cryptocurrency Trading service on elliottwavetrader.net.

Event Sponsors

Morpheus Trading, LLC

Morpheus Trading, LLC
Website

CTO Realty Growth, Inc.

CTO Realty Growth, Inc.

Financial AI

Financial AI

Financial AI® offers an all-encompassing tool for analysts, portfolio managers, advisors, and traders. Its intuitive, chat-based agent enables strategy construction, backtesting, and optimization across equities, ETFs, options, and cryptocurrencies.

Website

FINRA Investor Education Foundation

FINRA Investor Education Foundation

FINRA is a not-for-profit organization dedicated to investor protection and market integrity. FINRA regulates one critical part of the securities industry—member brokerage firms doing business in the U.S. The FINRA Investor Education Foundation helps Americans build financial stability, invest for life goals, and guard against financial fraud and exploitation. FINRA and the FINRA Foundation do not sell investment products, promote products or firms, or offer specific investment advice.

Website

First Majestic Silver Corp.

First Majestic Silver Corp.
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Forbes Investor Cruises

Forbes Investor Cruises

HIVE Digital Technologies

HIVE Digital Technologies

HIVE Digital Technologies builds and operates next-generation Tier-I and Tier-III data centers powered by clean energy across Canada, Sweden, and Paraguay. HIVE’s dual-engine infrastructure, driven by Tier-I computing services and GPU-based accelerated AI computing, delivers scalable, environmentally responsible solutions for the digital economy and computing which is shaping future technologies.

Website

Ignite Proteomics

Ignite Proteomics

LymanWealth LLC

LymanWealth LLC

LymanWealth is a Registered Investment Advisor (RIA) that harnesses market volatility rather than fearing it. We use automated, quantitatively driven investing with leveraged exchange-traded funds (ETFs) to pursue aggressive growth. Our focus is on realized gains rather than value fluctuation.

Website

Black Swan Dexteritas Inc.

Black Swan Dexteritas Inc.

Black Swan Dexteritas Inc., (BSD) is a technology-focused investment management firm, founded in 2012. BSD’s objective is to achieve superior performance in the markets by utilizing a bottom-up approach to identify mispriced stocks within the technology sector and diversifying within various subsectors to minimize risks while maximizing returns. At BSD, we work closely with each client to understand their return and risk objectives, which may span from capital preservation to cash flow generation.

Website

Robbins LLP

Robbins LLP

The attorneys at Robbins LLP work with defrauded shareholders to challenge the self-serving interests of corporate America.  By monitoring our shareholders' investments in real-time, we can quickly identify corporate wrongdoing and empower our clients with their legal options. Our efforts have helped investors around the world recover more than $1 billion in value for themselves and the companies in which they have invested. The firm takes all cases on a contingency basis, so clients never incur out-of-pocket expenses. 

Website

Safehold Inc.

Safehold Inc.

Safehold Inc. (NYSE: SAFE), is revolutionizing real estate ownership by providing a new and better way for owners to unlock the value of the land beneath their buildings. Having created the modern ground lease industry in 2017, Safehold continues to help owners of high-quality multi-family, office, industrial, hospitality, and mixed-use properties generate higher returns with less risk. For their investors, this unique investment positions SAFE to unlock future value by delivering safe, growing returns and long-term capital appreciation. For the first time, the individual investor can now participate in an investment and asset class that was once only accessible to churches, universities, and royal families.

Website

San Diego Mining Group LLC

San Diego Mining Group LLC

We are thrilled to introduce to you San Diego Mining Group. Our mission is to create value for our investors, coal partners, and coal buyers. To raise funds quickly enough to provide capital for the many opportunities, and create as much tonnage possible.

Website

Sofi Exploration

Sofi Exploration

Sofi Exploration provides qualified partners access to thoughtfully structured oil and gas joint ventures through disciplined management, transparent processes, and experienced oversight. While no performance is guaranteed, our proven approach—rooted in alignment, execution, and trusted industry relationships—is designed to responsibly navigate high-risk opportunities while protecting partner interests. For those seeking a well-managed entry into energy joint ventures, we invite you to begin the conversation.

Website

Stakeholder Gold Corporation

Stakeholder Gold Corporation

Stakeholder Gold Corporation (TSX-V: SRC, OTCQB: SKHRF) has a tight capital structure and significant new copper and gold discovery potential in the White Gold District of the Yukon Territory, Canada during the summer 2026. This combination provides investors an opportunity for speculation on outsize returns during the summer 2026 exploration season.

Website

The Options Industry Council

The Options Industry Council

The Options Industry Council (OIC®) is an industry resource provided by OCC®, the world’s largest equity derivatives clearing organization. Its mission is to provide independent, balanced, and practical educational resources designed to enhance the awareness, knowledge, and responsible use of exchange-listed options among a global audience of market participants. OIC delivers its free educational content through its comprehensive website that features courses, podcasts, webinars, trading tools, and videos. 

Website

Trading Academy

Trading Academy

Trading Academy, now owned by Kevin Young through TradingEDU LLC, is redefining what financial education means through hands-on, real-world training. Through a blend of in-person classes and online learning, Trading Academy offers courses across major financial market categories, including stocks, options, futures, forex, wealth management, and crypto. Under new ownership, Trading Academy has launched the Student Success Initiative, expanded course offerings, and earned BBB Accreditation across all corporate-owned centers. Guided by the pillars of Consistency, Accountability, and Support, the company's mission is to make financial education accessible, empowering, and impactful for students at every stage—from beginners to advanced traders.

Website

Zhittya Genesis Medicine Inc.

Zhittya Genesis Medicine Inc.

Heart disease, stroke, diabetic foot ulcers, Alzheimers disease, Parkinsons disease, and more: Can these disorders be treated or even cured with angiogenesis? Zhittya Genesis Medicine (ZGM) is a biopharmaceutical company, developing for FDA approval, a biological drug which triggers angiogenesis and neurogenesis. Does ZGM have possible treatment for diseases that kill over 50% of the people in the world?

Website

Bequest Asset Management

Bequest Asset Management

Bequest is a specialized private asset management firm that focuses on acquiring and managing real estate and energy assets. The firm's primary objective is to generate consistent and predictable cash flow for its investors. Bequest's investment strategy emphasizes securing value-add opportunities that generate reliable returns and monthly income.  A defining feature of the firm is its ownership structure: managing partners have invested significant capital alongside investor contributions, aligning interests and underscoring Bequest's commitment to the success of its ventures.

Website

Sceptyr

Sceptyr

Sceptyr is a finance and commerce company focused on wealth creation and protection services for individuals, families, businesses, and nonprofits. Using fixed income, investment funds, M&A brokerage, private placement insurance, and trust and estate protection services, Sceptyr is a traditional house of commerce built on over 30 years of experience and is a leader in helping people empower their empires.

Treasure Investments Corp

Treasure Investments Corp

Treasure Investments Corporation & Foundry Michelangelo produce limited-edition sculptures in bronze, silver, and gold. The profitable company has virtually no debt, audited financials and offering shares while preparing to go public. They are the world’s largest owners of over 2,000 master molds and represent 230 world-renowned artists such as Michelangelo, Bernini, Frederic Remington, Rodin, Ghiglieri, and Bill Toma. The company partners with 67 galleries and has raised over $50,000,000 for charities. 

Website

Eagle Financial Publications

Eagle Financial Publications

Behind the scenes, it works like a team of investment analysts—one looking at company fundamentals, another at price action and charts, others at options activity, foreign markets, and macroeconomic data. All of this happens automatically, in one place.

Website

ElliottWaveTrader.net

ElliottWaveTrader.net

ElliottWaveTrader offers a live trading room of market analysis, based on the Elliott Wave principle. Founded in 2011 and now featuring 27 analysts serving over 8000 members (with approximately 1000 money manager clients), the site benefits traders and investors looking to anticipate the direction of US and world equity indices, stocks, bonds, precious metals, cryptocurrencies, energy, and forex over a time horizon of several hours to several months and years.

Website

Nasdaq

Nasdaq

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

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

Advance Green Energy, Inc.

Advance Green Energy, Inc.

Incorporated in 2016, Advance Green Energy is at the forefront of the clean energy revolution. With a focus on fuel activators and coal treatments, we are dedicated to creating cleaner air and improving the efficiency of burning existing fossil fuels. AGE delivers secure and cost-effective power infrastructure for data center projects — reclaiming former mine lands to fuel a sustainable digital future

Website

ALTA NOVA Income Fund

ALTA NOVA Income Fund

The Alta Nova High Income Fund is a Private Equity closed-end fund offering Preferred A shares to accredited investors. With over four years of solid performance, The Fund has consistently exceeded its 8% annual yield target. Alta Nova High Income Fund combines high monthly dividends and full liquidity with no capital calls, sales, or redemption fees.

Website

Altos Trading

Altos Trading

Altos Trading was created to help guide traders of all experience levels down an easy-to-follow path to stocks and options trading success. Our no-nonsense courses, trade alerts, and private coaching are designed to shorten your learning curve while increasing your returns. Learn how to trade like a pro right from home. 

Website

Alumni Ventures

Alumni Ventures

Alumni Ventures (AV) is a venture capital firm democratizing access to professional-grade venture investing for individual accredited investors and institutions. Founded in 2014, AV builds diversified, professionally managed portfolios and co-invests with top VC firms, empowering broader participation in high-growth startups. Recognized among the Top 20 venture firms nationally, AV combines deep market insight, extensive networks, and curated opportunities for long-term growth.

Website

InNova Global Fund

InNova Global Fund

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

Website

Hotel Communication Network

Hotel Communication Network

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

Website

DeepVest

DeepVest

DeepVest combines a powerful AI chat interface with a built-in investment data terminal, so investors can talk to markets instead of digging through tools. You ask questions in plain English, and DeepVest’s AI instantly pulls charts, financials, and real market data for any stock, portfolio, or strategy.

Website

Basin Ventures

Basin Ventures

Basin Ventures is a leader in energy asset management, focusing on non-operated working interests. With over 100 years of combined experience, our team has directly managed and deployed $1.25 billion since 2014, across numerous energy sectors and other projects.  Our basin-agnostic approach enhances returns and minimizes risk. By utilizing a robust network of industry contacts, we gain early market insights and access high-quality opportunities.

Website

Vertical Petroleum Industries

Vertical Petroleum Industries

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

Website

PRC Equity Fund

PRC Equity Fund

PRC Equity Fund is a Regulation A Fund qualified by the SEC to issue securities to accredited and non-accredited investors. PRC Equity Fund provides upfront capital to acquire and develop student housing near public universities. Working closely with its primary customer, Project PRC, it has access to virtually limitless capital through the municipal bond market. With over 23 years of experience, Pioneer Realty Capital brings institutional-grade investment opportunities to everyday investors. Learn how you can make an impact through the PRC Equity Fund opportunity.

Website

NNN REIT, Inc.

NNN REIT, Inc.

NNN REIT, Inc. (NYSE: NNN), is a real estate investment trust owning over 3,600 single tenant, net leased properties in 50 states, leased to more than 400 tenants in approximately 35 lines of trade. A strong balance sheet, a diversified portfolio with 98.0% occupancy, and 36 consecutive annual dividend increases and an average annual total return of over 11.0% for the last 30 years.

Website

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