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Tuesday, May 7, 2024, 8:50 am - 9:10 am
2024 Outlook: Don’t Count Your Chickens Before They Hatch
Lindsey Piegza |Stifel Financial Corp.

Stifel’s Lindsey Piegza has a keen eye for analyzing important economic developments and explaining what they mean to investors. In this thought-provoking address, she will cover how inflation remains elevated and how the pace of improvement has been disappointing. She will also explain how that complicates the Federal Reserve’s policy pathway relative to market expectations—and what the implications are for you.  

Tuesday, May 7, 2024, 9:15 am - 9:35 am
Economic Tailwinds and Headwinds
Jose Torres |Interactive Brokers

José will provide a detailed update on economic and financial market conditions in 2024. Particular emphasis will be placed on consumer spending and labor markets, monetary and fiscal policies, and trends in equities, fixed income, and commodities. José will also cover the real estate and banking sectors, as well as manufacturing. 

Tuesday, May 7, 2024, 9:40 am - 10:10 am
Unlocking Wealth and Tax Advantages: Investing in Oil for Maximum Returns
Dan Sauer |Vertical Petroleum Industries

Direct investment in domestic oil drilling projects has several key advantages over other ways to invest in the energy sector and other investments in general. It is important to understand what makes direct investment unique and the advantages it has over royalties, traditional stocks, or ETFs. Dan Sauer will explain each of these differences, the tax advantages, potential profits, exceptional rates of return, and choosing the right type of project, as well as what has made him consistently successful in this sector for the past decade. 

Tuesday, May 7, 2024, 10:10 am - 10:40 am
A Replay of the 1990s?
Edward Yardeni |Yardeni Research, Inc.

Investors are less concerned about an imminent recession so far this year than they were over the past two years. They are also less worried about inflation. Might this set of circumstances unleash a bout of irrational exuberance in the stock market, similar to what happened in the 1990s? That was a tech-led meltup that was followed by a tech-wreck meltdown during the early 2000s. There are similarities and differences between now and then. 

Tuesday, May 7, 2024, 11:15 am - 11:35 am
The Greatest Story Ever Sold: The Impact of Passive Investing on Asset Markets
Mike Green |Simplify Asset Management

Simplify’s chief strategist, Michael Green, shares his work on the evidence of increasingly significant impacts of passive investment strategies on equity and debt markets. 

Tuesday, May 7, 2024, 12:00 pm - 12:30 pm
The INTEREST RATE Pivot: As Fed Policy Shifts, Target These Stocks, Sectors, & ETFs for Greater Profit
Lindsey Piegza |Stifel Financial Corp.
Jose Torres |Interactive Brokers
Edward Yardeni |Yardeni Research, Inc.

The Federal Reserve spent most of 2022 and 2023 HIKING interest rates. In 2024, the Fed is likely to CUT them. Markets are still debating when the process will start and how aggressive it will be. But clearly, the policy environment is shifting. The only question is, how should investors like you react?

Find out from our experts how rate-sensitive sectors like financials, utilities, and Real Estate Investment Trusts (REITs) will behave as the Fed pivots. And see which FIVE stocks, funds, and sectors you can put to work for greater profits in the remainder of 2024. 

Tuesday, May 7, 2024, 1:30 pm - 2:15 pm
The Most Important Chart of the Day
David Keller, CMT |StockCharts.com

What's the first chart you look at every trading day? David Keller, CMT, has a morning coffee routine that begins with a weekly chart of the S&P 500 along with a proprietary technical analysis model based on trend-following and price momentum. In this session, he'll share why this chart is so important to his daily routine, what it's telling him about the current market environment, and how to avoid the key mistake many novice investors make with technical analysis! 

Tuesday, May 7, 2024, 1:30 pm - 2:15 pm
Which Biotechs Will Big Pharma Buy Next on Their Shopping Spree?
John McCamant |Medical Technology Stock Letter

Big Pharma is on a major shopping spree. Both AbbVie (ABBV) and Merck & Co. (MRK) have been very active on the M&A front, buying promising biotechs for 75% to 100% overnight premiums. Blockbuster drugs like Merck’s Keytruda, with $25 billion in annual sales, lose patent protection in 2028. Since biotech M&A is the best way to refill the pipeline, the transaction train should keep on rolling. Find out from John which companies look the most attractive for investors in this informative briefing.     

Tuesday, May 7, 2024, 1:30 pm - 2:15 pm
Portfolio Construction with Alternative Investments
Shana Orczyk Sissel |Banrion Capital Management

Compared to institutional investors and family offices, most individual high-net-worth investors are under-allocated to alternative investments. And therein lies a great opportunity…but why is now such a good time to incorporate alts into your portfolio? The “Queen of Alternatives,” Shana Orczyk Sissel, helps you understand the best ways to evaluate and allocate to the fastest-growing space in investment management. 

Tuesday, May 7, 2024, 2:25 pm - 3:10 pm
Winning Strategies for Investing in Oil
Alan Girardot |Rush Creek Resources LLC

Rush Creek Resources was founded in 2014 by former Marine Alan Girardot to capitalize on what he believed would be the largest transition of mineral wealth Americans have seen in a generation. A decade later, Rush Creek owns and operates interests in 150 oil wells and 21 oil properties, encompassing 5,000 acres across Texas and Oklahoma. Join in as Alan equips you with the investment strategies Rush Creek has utilized to successfully amass a portfolio of passive income during the most tumultuous decade of price volatility the American oil industry has ever seen. 

Tuesday, May 7, 2024, 2:25 pm - 3:10 pm
Are Consistent Profits in the Stock Market Possible? Yes, They Are!
Mike Turner |Turner Capital Investments, LLC

Far too many investors are more adept at making consistent losses in the stock market than consistent profits. Everyone wants to beat the S&P 500 and avoid bear market losses. I will show you how a rules-based methodology has been tested to generate well over 20% per year and help you never have a losing year, only buying/selling the two major indexes and making no more than three or four trades per year. Granted, it takes discipline and willingness to follow rules. This is not a get-rich-quick scheme. It is not voodoo magic or options or futures. It is simply buying and selling the S&P 500 ETF and the Nasdaq 100 ETF at the right time. If you are willing to think outside the box, you cannot afford to miss this session! 

Tuesday, May 7, 2024, 3:20 pm - 4:05 pm
Empowering Change: Unleashing Opportunities Through Micro Loans
Rudolfo Beltran |Positiviti Lending

This dynamic presentation will explore the transformative impact of micro loans on individuals and communities. Discover how these small-scale financial solutions have the power to uplift and empower individuals, enabling them to start businesses, pursue education, and escape the cycle of poverty.

Tuesday, May 7, 2024, 3:20 pm - 4:05 pm
Unlocking Potential: Projections in the Future of 2024 Domestic Oil Drilling
Dan Sauer |Vertical Petroleum Industries

Direct investment in domestic oil drilling projects has several key advantages over other ways to invest in the energy sector and other investments in general. Dan Sauer will explain these differences—the tax advantages, potential profits, exceptional rates of return, and choosing the right type of project—as well as what has made him consistently successful in this sector.

Tuesday, May 7, 2024, 4:30 pm - 6:30 pm
Trading Options Successfully for a Living*
Bob Lang |Explosive Options

Trading is not a career for everyone. Like any specialty, it requires a great deal of learning, training, and experience. You cannot just step into the ring and start pushing money around and believe you will be a successful trader. In this in-depth class, long-term options trader and educator Bob Lang will begin by explaining how he defines success—and how and why you can’t treat the markets like a casino. Then he will take a deep dive into several options market topics to help you achieve TRUE success. They include...  

     •    What options are and how to trade different option structures
     •    Spread trading, option Greeks, and repairing trades
     •    Managing risk, position sizing, and using put options in all market conditions
     •    The psychology of trading—and how to leave your ego out of it
     •    Four fears traders face
     •    Understanding time decay
     •    Rolling trades—and how to create a FREE trade
     •    Being proactive and when it makes sense NOT to listen to others
     •    The benefits of a trading community (like a chat room)
     •    Constant learning and feedback mechanisms

Plus, so much more. If you have ever considered trading options for a living—or simply want to improve your options trading results—you do NOT want to miss this session. Lastly, Bob will find out if you truly ‘know your options.’ 

*$249.00 per person if purchased by April 23
$299.00 per person if purchased after April 23
Tuesday, May 7, 2024, 4:45 pm - 5:05 pm
Bitcoin: The Future of Money
Bobby Lee |Ballet

What is money? Everyone uses money, but very few people take the time to really think about money, why it’s special, and what money is all about. The money we use today, the US dollar, has seen its value deflate dramatically over the past few decades, and it has been especially apparent in the recent post-pandemic years of high inflation. Bitcoin has been around for 15 years now, and at over $60,000, its price has reached all-time highs. In this talk, you’ll get to learn about the fundamentals of money in our modern society, what role Bitcoin plays, and why people say Bitcoin is the investment of a lifetime. 

Tuesday, May 7, 2024, 5:30 pm - 5:55 pm
The Biggest Moves in the Markets! Bitcoin, Gold, and Alternatives
Bobby Lee |Ballet
William Rhind |GraniteShares
Shana Orczyk Sissel |Banrion Capital Management

If there’s one thing clear from the market action in late 2023 and early 2024, it’s that investors are flocking to ALTERNATIVES. They’re seeking to augment the capital gains and income their portfolios spin off—and more effectively diversify—by investing in Bitcoin, precious metals, and other assets outside of traditional stocks and bonds.

In this panel, get answers to questions like: What will a declining dollar mean for Bitcoin and metals? How far can the moves in those markets go? What other alternatives should I be looking at in this environment? Plus, get an “Experts' Shopping List” of what to buy NOW. 

Tuesday, May 7, 2024, 6:00 pm - 7:00 pm
Networking Reception
Mike Larson |MoneyShow

Join Mike Larson and other experts during our networking reception!

Wednesday, May 8, 2024, 8:25 am - 8:45 am
Every Dollar You'll Make in the Next 10 Years Is Still on This List
Keith Fitz-Gerald |Fitz-Gerald Group

As an analyst, author, and MoneyShow partner for decades, Keith has a long history of guiding our attendees to greater wealth and prosperity in all kinds of market cycles. At our Silicon Valley Symposium, he will share his favorite ways to capitalize on THIS market environment. Specifically, he will explain how and why people have spread their money around for years because they didn’t want to lose. Now, that’s holding them back. Join Keith for a lively, raucous discussion about why playing to win is the new path to profits and which investment themes will get you there. 

Wednesday, May 8, 2024, 9:05 am - 9:25 am
Forget the Fed. Focus on Intrinsic Value and Protect Against Intrinsic Risk
John Rutledge |Safanad

Dr. John Rutledge has decades of experience in the private equity, real estate, and public market arenas. In this talk, he’ll explain why you should forget the Federal Reserve. That’s yesterday’s story. He believes inflation and interest rates will surprise on the downside, while spending and growth will surprise on the upside. Stock prices will increasingly reflect company performance, rather than Fed policy. That means investors will need to better understand intrinsic value and intrinsic risk. John will share the new set of tools they need to identify and capture value and monitor and control risk.

Wednesday, May 8, 2024, 9:30 am - 9:45 am
Reduce Your Tax Burden, Diversify Your Portfolio, and Earn Potential Monthly Income
Shane Shanafelt |Crown Exploration II, Ltd.

Explore the valuable advantages of directly investing in oil and gas with Crown Exploration. 

Wednesday, May 8, 2024, 9:45 am - 10:15 am
The Trump-Biden Debate
J.W. Mason |Roosevelt Institute
Stephen Moore |Committee to Unleash Prosperity

Equities have performed well historically in the fourth year of presidential terms, with the S&P 500 gaining more than 7% on average. But what about AFTER an election? Especially one as meaningful as this year’s?

In this Great Debate, you’ll hear from two insiders who have their fingers on the pulse of the polls, the personalities, and the policies at play in this year’s presidential election cycle. Find out EXACTLY what the two parties will do in the coming months to try and land their candidates in the Oval Office—and what their different approaches will mean for the economy, the markets, and YOUR portfolio. 

Wednesday, May 8, 2024, 11:10 am - 11:30 am
The Outlook for Global Stock, Bond, & Real Estate Markets
Jon Hartley |Economic Club of Miami

Jon is an economist, investor, and researcher affiliated with multiple think tanks, as well as host of the Capitalism and Freedom in the 21st Century podcast. In this session, Jon will share his outlook for domestic and foreign capital markets—and how investors can best adapt to current and future trends. Among the topics he’ll cover are how commercial real estate has been impacted by the work-from-home movement, why inflation appears to be subsiding, and what the fading of recession fears means for equities. 

Wednesday, May 8, 2024, 11:50 am - 12:15 pm
The Great Debate on Energy. Can Renewable Energy Replace Fossil Fuels? Answer—No!
J.W. Mason |Roosevelt Institute
Stephen Moore |Committee to Unleash Prosperity
Cody Willard |TradingWithCody.com

What is our alternative and how should investors position themselves? Investors, policymakers, and industry players are all wrestling with the timetable, specifics, and implications of the shift from oil and natural gas to renewables and clean energy. They’re also trying to better understand how it will impact key industries like car and truck manufacturing and power generation and transmission.

Find out which companies and stocks will WIN in this transition, which stand to LOSE, what to BUY, and what to SELL—in both the traditional energy space and the renewables/clean energy arena. 

Wednesday, May 8, 2024, 1:15 pm - 2:00 pm
The 2024 US Housing Forecast and Real Estate Investing Outlook
Kathy Fettke |RealWealth

Kathy is host of the Real Wealth Show podcast and founder of RealWealth.com, a California-based investment group with over 70,000 members. She is also an active real estate investor, developer, and former mortgage broker. In this informative session, Kathy will share her outlook for domestic and foreign real estate markets. She will also cover which asset classes will be in highest demand over the coming years based on demographic trends.  

Wednesday, May 8, 2024, 1:15 pm - 2:00 pm
12 Surprising Stocks Winning the Great Digital Transformation
Jon Markman |Strategic Advantage, Disruptors & Dominators, Fast Forward Investing

Artificial Intelligence (AI) leads the way. But there is much more to the great digital transformation story as the web, the cloud, connected cars, money, and recreation are creating vast new fortunes for individuals placing smart bets early. Learn about all these developments from long-time tech sector scribe Jon Markman. 

Wednesday, May 8, 2024, 1:15 pm - 2:00 pm
Why Energy Stocks Are the New Market Leaders
Louis Navellier |Growth Investor, Breakthrough Stocks, & Accelerated Profits

Higher crude oil and natural gas prices have resulted in resurging revenue and earnings growth in the energy patch. Tension in the Middle East persists, and Russia is becoming increasingly unreliable as it struggles to maintain its crude oil wells in the Arctic Circle. Thanks to longer horizontal drilling and Guyana, North America continues to produce more crude oil and natural gas. Louis will reveal his best energy stocks in this session. 

Wednesday, May 8, 2024, 2:10 pm - 2:55 pm
The Benefits of Investing in the Ground-Up Construction of Texas Multifamily Properties
Rob Anderson |BV Capital

Rob is the president of BV Capital. During this informative briefing, you’ll discover how investing in a ground-up construction multi-family project can offer attractive returns in an estimated three-year timeframe. Rob will explain how multifamily building permits are down across Texas, even as the state continues to see considerable population growth. He believes this will create a supply and demand imbalance starting next year, conditions that have historically driven rents higher. Learn about his firm’s latest project—and the potential returns it could offer you. 

Wednesday, May 8, 2024, 2:10 pm - 2:55 pm
Taking Travel by Storm: Invest in the Company About to Become a Unicorn
Kevin Bidner |The Hotel Communication Network

Prepare for a game-changing evolution in the multi-trillion dollar travel industry, poised to revolutionize the way we explore the world. With the millennial generation taking the lead as the dominant consumer group, the travel sector is on the brink of transformation, presenting remarkable investment opportunities. Stay at the forefront by gaining valuable insights into these imminent changes and positioning yourself for unparalleled gains. Introducing HCN, the Hotel Communication Network, a trailblazing software technology enterprise acclaimed at a national level whose innovative solutions are in some of the largest Hiltons in the world. Kevin Bidner, the visionary force at the helm of it all is an accomplished CEO with a triumphant $500 million exit in his history. Join him for an illuminating discussion on how you can proactively embrace these forthcoming changes and profit from the benefits that lie ahead. 

Wednesday, May 8, 2024, 2:10 pm - 2:55 pm
Walk Through an Oil and Gas Investment, Start to Finish
Shane Shanafelt |Crown Exploration II, Ltd.

From due diligence to production, we will outline a typical oil and gas investment through our exclusive FINRA-registered broker-dealer, as well as the difference between vertical and horizontal drilling. See detailed examples of valuable tax benefits and potential income. 

Wednesday, May 8, 2024, 3:05 pm - 3:50 pm
The Advantages of Investing in Mortgage Notes
Bill O'Brien |PPR Capital Management

The purpose of this presentation is to answer some of the main questions we’ve heard from prospective investors over the years about investing in real estate mortgage notes. We also wanted to point out some of the advantages of this unique asset class as a means of reaching targeted, consistent, and passive returns while diversifying your investment portfolio. 

Wednesday, May 8, 2024, 3:05 pm - 3:50 pm
Unlocking Potential: Projections in the Future of 2024 Domestic Oil Drilling
Dan Sauer |Vertical Petroleum Industries

Direct investment in domestic oil drilling projects has several key advantages over other ways to invest in the energy sector and other investments in general. Dan Sauer will explain these differences—the tax advantages, potential profits, exceptional rates of return, and choosing the right type of project—as well as what has made him consistently successful in this sector. 

Wednesday, May 8, 2024, 4:30 pm - 5:00 pm
AI Odyssey: Charting Horizons in the Future of Artificial Intelligence
Sydney Armani |Fintech World Group
Jeremiah Owyang |Blitzscaling Ventures

As we embark on this extraordinary journey into the boundless realms of artificial intelligence, our mission is to navigate the ever-expanding landscapes of intelligence, innovation, and technological marvels. The panel serves as our guiding compass, pointing towards a future where AI not only transforms industries but also reshapes the very fabric of our existence.

Join us on this exhilarating expedition as we delve into the forefront of AI advancements, unlocking new dimensions and charting territories previously unexplored. From cutting-edge research to real-world applications, our collective pursuit is to understand, adapt, and thrive in the dynamic and evolving landscape of intelligence. Together, let's navigate this exciting odyssey, where the future unfolds before us with limitless possibilities. 

Wednesday, May 8, 2024, 4:30 pm - 6:30 pm
Seven Questions to Ask Before Every Trade*
David Keller, CMT |StockCharts.com

Pilots are taught to use a checklist for every process performed in the cockpit, allowing them to minimize emotional reactions and focus on the evidence. Investors should use the same approach to improve consistency and inject more discipline into the investment process!  

In this special two-hour masterclass, David Keller, CMT, chief market strategist at StockCharts.com, will share his technical analysis checklist that he has refined over decades of working with top money managers. He'll apply this powerful toolkit to current market examples to demonstrate how investors can maximize returns, minimize behavioral biases, and better manage downside risk. 

*$249.00 per person if purchased by April 23
$299.00 per person if purchased after April 23
Wednesday, May 8, 2024, 5:00 pm - 5:30 pm
Alternatives: Broadening Your Horizons for Greater Profit and Income
Rudolfo Beltran |Positiviti Lending
Alan Girardot |Rush Creek Resources LLC
Mike Larson |MoneyShow
Steve May |Bridgeview Real Estate
Bill O'Brien |PPR Capital Management

Venturing into the alternative and private investing markets requires broadening your horizons beyond traditional investments. But the rewards for stepping out of your comfort zone can include greater profit and income potential, as well as better diversification. Hear from this panel of top event sponsors about the alternatives their firms offer—and how they can help enhance your returns. 

Wednesday, May 8, 2024, 5:30 pm - 5:55 pm
The REAL ESTATE Pivot: Three Trends You Can Capitalize on in Real Estate
Kathy Fettke |RealWealth
Jon Hartley |Economic Club of Miami
Mike Larson |MoneyShow

Commercial real estate prices have been falling, particularly in the office market. Bank lending has tightened up, while the Commercial Mortgage-Backed Securities market has weakened. After falling more than 26% in 2022, the Real Estate Select Sector SPDR Fund (XLRE) has dipped by another couple of percentage points in the last 12 months.

 And that’s GOOD news. Here is why—while many developers, financial institutions, and real estate investors have retrenched in the last 12-18 months, that was necessary given previous exuberance. We’re also seeing signs the worst may soon be over. Private real estate valuations dipped just 1.9% in Q3 2023. That was down from 5% at year-end 2022 and the fourth quarter of slowing declines.

At this panel, find out how you can capitalize on these three trends—including which five REIT stocks and funds you should buy to generate the most profit and income as the outlook improves. 

Wednesday, May 8, 2024, 6:00 pm - 0:00 am
Networking Reception
Mike Larson |MoneyShow

Join Mike Larson and other experts during our networking reception!

Thursday, May 9, 2024, 8:40 am - 9:00 am
What to Do Now with Tech and Growth Stocks
Mark Mahaney |Evercore ISI

Mark is one of the longest-running and most highly regarded analysts in the technology sector. His calls over the past 12-18 months on the "Magnificent Seven" stocks, social media and digital advertising trends, and the big-picture backdrop for growth investing have proven spot-on. Now, he will provide his perspective on the outlook for tech and growth stocks in the remainder of 2024, along with his updated top picks. 

Thursday, May 9, 2024, 9:05 am - 9:25 am
The New Normal: Leveraging Emerging Tech Trends and the New Workforce
Howard Tullman |G2T3V, LLC

Protecting and positioning your portfolio through strategic investments over the next year will be critical. Understanding the impact of new technologies, disruptive innovations, and the new emerging workforce will be crucial to your success. Hear from Howard Tullman who, how, and where we work will all be radically changed. 

Thursday, May 9, 2024, 9:30 am - 10:00 am
The STOCK MARKET Pivot: Top 10 Names to Target as the Market Advance Broadens Out
Keith Fitz-Gerald |Fitz-Gerald Group
George Gilder |Gilder's Technology Report
Mark Mahaney |Evercore ISI
Howard Tullman |G2T3V, LLC

Tech investments have created enormous amounts of wealth in the past few years, with the “Magnificent Seven” names leading the way. But some of the Mag 7 stocks have been fading, while other stocks in other sectors like industrials and materials have been playing “catch up.”

Over the past year-and-a-half, our experts on this panel have recommended to our investors stocks with phenomenal returns. Now, they will share their ten favorite stocks and ETFs for the next leg of this bull run. 

Thursday, May 9, 2024, 10:30 am - 11:15 am
The Great Indian Internet Story
Kevin T. Carter |EMQQ Global

India’s thriving economy and favorable demographics are creating a digital golden age that has set the country on course to be the third-largest economy by 2027 according to Morgan Stanley. With India’s swelling middle class of youthful online consumers as the catalyst, the country stands apart and is poised to lead global growth as it enters a golden age of digital transformation.

 

Thursday, May 9, 2024, 10:30 am - 11:15 am
Filtering Chaos: How to Choose the Right Cryptocurrency & Digital Asset Investments
Merlin Rothfeld |Trading Academy

With over two million cryptocurrencies in existence, what do you buy? This session is designed to equip participants with the knowledge and skills needed to navigate the complex and rapidly evolving landscape of digital assets. Attendees will learn how to analyze various cryptocurrencies and digital assets critically, understand market trends, and evaluate investment risks. The class will cover fundamental concepts, such as blockchain technology and tokenomics, as well as advanced strategies for portfolio management and risk mitigation. By the end of the course, participants will have a clear framework for making informed investment decisions in the volatile world of digital currencies. 

Thursday, May 9, 2024, 11:30 am - 12:00 pm
The Graphene Moment and the Coming End of Silicon
George Gilder |Gilder's Technology Report

As Moore’s law careens to an end in overheated data centers around the globe, a new carbon age is arising in 2D topologies of graphene. Learn from technology sector visionary George Gilder how it will transform every industry...and could relegate Silicon Valley to beachfront property! 

Thursday, May 9, 2024, 1:15 pm - 3:15 pm
Preparation, Focus, and Discipline: The Keys to Success in Day Trading*
Harry Boxer |TheTechTrader.com

This MoneyMasters class will feature in-depth instruction and hands-on training from Harry Boxer, author of TheTechTrader.com. Drawing on his decades of experience trading the markets, Harry will explain:

 

• How to prepare a focus list of potential day trades in the pre-market period

• What criteria he uses to identify the highest-probability candidates

• Which patterns, setups, and technical indicators can best narrow down your trading list

• How to then maintain discipline as the trading session unfolds

• Why trade management, including the prudent use of targets and stops, is so important 

 

And much, much more. If ever there was a market where preparation, focus, and discipline matter, it’s this one – which is why you do NOT want to miss this educational opportunity.

*$299.00 per person if purchased by April 23
$249.00 per person if purchased after April 23
Thursday, May 9, 2024, 1:30 pm - 1:50 pm
The Past, Present, and Future (Trends) for Family Offices
Ron Diamond |Diamond Wealth

There are currently 15,000 family offices in the world controlling $10 trillion in assets. Meanwhile, we are about to experience the largest transfer of wealth in history—with $84.4 trillion in assets passing from the Baby Boomers to the next generation over the coming two decades. In this session, Ron will explain how this enormous wealth transfer will impact the family office community, the ways companies are financed in the future, and the markets overall.

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