December 5 - 7, 2024|Sarasota
Questions? Call: 1-800-970-4355
Thursday, December 5, 2024, 8:30 am - 8:50 am
What To Expect from Key Asset Classes Over the Next Six Months
John Carter |Mastering the Trade

From stocks, bitcoin, oil, gold, NVDA, and TSLA to real estate and land prices—what is setting up to happen over the next six months? Where are the best opportunities and where do we have to protect ourselves from danger? Join John Carter, author of Mastering the Trade and founder of Simpler Trading, as he dives into the medium-term investment opportunities he is setting up right now.  

Thursday, December 5, 2024, 8:55 am - 9:25 am
A Fireside Chat About the Markets of Today—and Tomorrow
Kim Githler |MoneyShow
Liz Ann Sonders |Charles Schwab & Co., Inc.

The Federal Reserve is cutting interest rates, rather than raising them. The real estate market is finding its footing, rather than struggling as it has for the past year. Inflation is slowing, rather than accelerating as it did in 2022. All of that calls for new investment strategies – and our expert panelists will outline them for you in Sarasota. They will also give their top three plays for this new phase of the economic cycle.   

Thursday, December 5, 2024, 10:20 am - 10:45 am
The Economy and the Bond Market Post-Election
Jim Bianco |Bianco Research, LLC

Join Jim Bianco as he explores the outlook for the economy and bond market after the election. 

Thursday, December 5, 2024, 11:15 am - 11:35 am
2025 Themes and Ideas
Stephanie Link |Hightower Advisors, LLC

Join Stephanie Link as she discusses the secular themes and trends that are driving her equity portfolio decision-making process heading into 2025. 

Thursday, December 5, 2024, 11:40 am - 12:00 pm
A True Paradigm Shift in Building a Bullet-Proof Portfolio!
Mike Turner |Turner Capital Investments, LLC

Wouldn't it be great if you didn't have to guess about what to buy, when to buy, and when to sell? What if you could, somehow, see what the market was going to do BEFORE you put your money into the market? I will show you how to know, without a doubt, whether or not now (or any time) is the right time to get into the market, and ALWAYS know exactly how long the trend will last! And, as a bonus, I will show you how to double the value of your portfolio even in a bear market. No options. No guessing. Just two indexes. You literally cannot afford to miss this presentation. It could change the way you prosper and grow your portfolio for the rest of your life. 

Thursday, December 5, 2024, 12:10 pm - 12:35 pm
Three Profit Strategies for a New Economic and Interest Rate Cycle
Stephanie Link |Hightower Advisors, LLC
Kenny Polcari |SlateStone Wealth
Liz Ann Sonders |Charles Schwab & Co., Inc.

The Federal Reserve is cutting interest rates, rather than raising them. The real estate market is finding its footing, rather than struggling as it has for the past year. Inflation is slowing, rather than accelerating as it did in 2022. All of that calls for new investment strategies—and our expert panelists will outline them for you in Sarasota. They will also give their top three plays for this new phase of the economic cycle. 

Thursday, December 5, 2024, 1:20 pm - 2:05 pm
Bull Runs Into 2025—Post-Election Best Year of 4-Year Cycle Since 1985
Jeffrey Hirsch |The Stock Trader's Almanac & Almanac Investor

Join Jeff as he zeroes in on the post-election year trends and timely seasonal cycles as well as hot sector plays and his latest off-the-radar, undervalued stock picks. He’ll give you a full preview of the 2025 Stock Trader’s Almanac now in its 58th annual edition and give a sneak peek at his 2025 outlook where he expects his super boom forecast to ride the AI boom higher before succumbing to the next bear market later in 2025 or 2026. 

Thursday, December 5, 2024, 1:20 pm - 2:05 pm
How to Use Fibonacci Analysis to Make 2025 Your Best Trading Year Yet
Tammy Marshall |ElliottWaveTrader.net

Join Tammy Marshall, aka the "Fibonacci Princess," as she shows you how to use Fibonacci ratios to boost your trading results. She’ll explain how they can be applied to both the price and time axes of the market to identify key support and resistance decisions, which in turn help control risk in your trading. These decisions can also be used for relatively low-risk, high-probability trade setups. Best of all, these areas of defined risk work when trading stocks, futures, options, bonds, Bitcoin, and commodities—giving you several ways to make 2025 your most profitable year yet. 

Thursday, December 5, 2024, 1:20 pm - 2:05 pm
2025 Outlook: How to Build and Maintain a Well-Balanced Portfolio for a Post-Election World
Kenny Polcari |SlateStone Wealth

The 2024 presidential election is right around the corner. What is likely to happen? More importantly, how can investors build and maintain a well-balanced portfolio that will thrive in a post-election environment? Find out from Kenny which investments, strategies, and tactics can work best for you in Q4 and 2025. As he always says in his timely “Morning Thoughts” updates, staying focused and having a plan is the key to investing success.  

Thursday, December 5, 2024, 1:20 pm - 2:05 pm
Real Estate in Today’s Economy
Mitch Roschelle |Madison Ventures +

An interactive discussion on the history of real estate investment and how to navigate investing in the current economy. This discussion will be ripped from the headlines and include case studies. 

Thursday, December 5, 2024, 2:15 pm - 3:00 pm
The Simple Investment Solution to Capitalize on Bull and Bear Markets
Alex Goodwin |Turner Capital Investments

Investing is hard, especially in bear markets. Come join me to learn about Turner Capital’s solution to capitalizing on bull and bear markets by capitalizing on common sense market truths. 

Thursday, December 5, 2024, 3:30 pm - 4:15 pm
How to Get an Edge in Your Trading Using Butterflies in 2025
Bruce Marshall |Simpler Trading

Get the new year started off right by unlocking the potential of one of the most dynamic options trading strategies—Butterflies. Bruce will discuss their versatility and flexibility, as well as explain how they can be a great addition to your trading arsenal. Benefits include the ability to define your risk and create a great risk reward setup. Don’t miss out! 

Thursday, December 5, 2024, 4:15 pm - 6:15 pm
Trading in Today’s Hot Commodities*
Carley Garner |DeCarley Trading

Join Carley Garner to analyze the trending commodity markets and identify those markets ripe for trend reversals. She will discuss market volatility, market participant positioning, seasonality, and more as she offers multiple trading strategies and opportunities. Some topics on the docket include:

-Which commodity markets are moving, and how to participate

-Scale trading in commodities is no longer just for the well-capitalized, a review of micros and mini futures contracts

-Using the market’s money to finance commodity speculation How to hedge price risk using futures and options in stocks, bonds, energies, etc.

-Creative and high-probability speculation strategies in commodities 

*$249.00 per person if purchased by November 21
$299.00 per person if purchased after November 21
Friday, December 6, 2024, 9:05 am - 9:25 am
2025 Global Economic Outlook
Alejandra Grindal |Ned Davis Research

Alejandra will discuss her outlook for the global economy and inflation in 2025, focusing on the world’s largest economies. In addition to identifying risks and opportunities, she will discuss the implications for asset classes. 

Friday, December 6, 2024, 9:45 am - 10:15 am
It’s Broken, So Let’s Fix It: An FDIC Alumni Briefing
William "Bill" Isaac |Secura Isaac Group
José Torres |Interactive Brokers

Join former FDIC chairman Bill Isaac and economist José Torres as they discuss the current lack of fiscal and monetary discipline, which is weighing on economic prospects. Bill is well known for working closely with former Federal Reserve Chairman Paul Volcker and President Ronald Reagan during the 1980s, when frequent bank failures, skyrocketing inflation, and high interest rates required challenging choices to place the nation on the right course. Bill and José will provide unique insights regarding the shortcomings of current banking and economic policies that may lead the economy to a painful future. 

Friday, December 6, 2024, 10:45 am - 11:05 am
What the New Administration Means for Tax Policy in 2025
Scott Hodge |Tax Foundation

Take a deep breath. 2025 promises major changes in tax and fiscal policy that will impact investors, businesses, and the US economy. Scott Hodge, author of the new book, Taxocracy: What You Don’t Know About Taxes and How They Rule Your Daily Life, will outline how to prepare for the new administration’s tax agenda. He will dissect the new president’s plans to deal with the pending expiration of the 2017 tax cuts, rising deficits, and American competitiveness while making the case that the true solution to these challenges is pro-growth tax reform. 

Friday, December 6, 2024, 11:10 am - 11:30 am
What Will Trump 2.0 Look Like?
Stephen Moore |Committee to Unleash Prosperity

Join Stephen Moore for this in-depth session, designed to bring you the latest intelligence available so you can identify and profit from the opportunities in today's markets. The knowledge you gain by attending this session can help you make better investing or trading decisions tomorrow.

Friday, December 6, 2024, 1:00 pm - 1:45 pm
Turnaround Tom's Top Picks for 2025
Thomas Hayes |Great Hill Capital, LLC

Through his firm Great Hill Capital, LLC, Tom Hayes buys "high-quality businesses when they are temporarily out of favor."  He has been dubbed "Turnaround Tom" for his ability to find diamonds in the rough. Find out what he's looking at for the new year. 

Friday, December 6, 2024, 1:00 pm - 1:45 pm
An Early January Effect Has Commenced, But the Real January Effect Will Heat Up in the New Year
Louis Navellier |Growth Investor, Breakthrough Stocks, & Accelerated Profits

The best time to buy small and mid-capitalization stocks will be in the last week of December, specifically right after Christmas. I am expecting small and mid-capitalization stocks to surge in the New Year as trading volume builds and a real "January effect" commences. Small and mid-capitalization stocks are looking forward to (1) more Fed rate cuts, (2) another round and positive earnings, and (3) the tax cuts (e.g., no taxes on tips) that were promised in the recent presidential campaign. It will be interesting if taxes on Social Security benefits are eliminated since that will help to boost consumer spending! 

Friday, December 6, 2024, 1:00 pm - 1:45 pm
A Deep Dive into the Economics of the Winning Presidential Candidate
José Torres |Interactive Brokers

José will take a deep dive into the economic policies of the president-elect, covering what their victory means for growth in the new administration. He will also assess the state of the US consumer, labor markets, inflation, risks within the banking system, real estate, the outlook for Federal Reserve policy, and more. 

Friday, December 6, 2024, 1:55 pm - 2:40 pm
The Advantages of Investing in Mortgage Notes
Jalen West |PPR Capital

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. 

Friday, December 6, 2024, 4:15 pm - 6:15 pm
Favorite Option Strategies in This Current Market Environment*
John Carter |Mastering the Trade

Join John Carter, author of Mastering the Trade and founder of Simpler Trading, as he discusses the options setups that have proven to be the most consistent in current market conditions. In addition to discussing setups that often produce larger-than-expected market maker moves, John will review more conservative, income-type trades, how to benefit from ongoing inflation, and tips for building a watch list. Attendees will also learn the reasons why volatility can be your best friend, why options are the best trading vehicle on the planet right now, why down markets are better than up markets, and how to make successful trades on your phone while you are at work. Finally, John will review setups that can be taken the next trading day. 

*$249.00 per person if purchased by November 21
$299.00 per person if purchased after November 21
Saturday, December 7, 2024, 8:40 am - 9:00 am
Testing Tolerance
Sam Stovall |CFRA Research

The S&P 500 celebrated the second birthday of its bull market run on October 12th. Students of stock market history know full well that the third year of bull markets has traditionally tested investors’ tolerance and discipline. With this in mind, what kind of return and volatility lie ahead for investors in 2025? Sam Stovall, chief investment strategist at CFRA Research, will discuss how current conditions may confirm or alter the traditional post-election-year enthusiasm, as well as share CFRA’s sector, sub-industry, and stock selections. 

Saturday, December 7, 2024, 10:30 am - 12:30 pm
Digital Money and More*
Lynne Marlor |Global Blockchain Business Council

In the US, we have a new president. So…what will it mean for the future of YOUR money? Lynne Marlor—head of strategic partnerships, memberships, and financial services at Global Blockchain Business Council—will explore how your future will be transformed by digital identity, digital money, and digital objects (NFTs, real-world asset tokenization, etc.)    

You will also learn about the genesis of digital money and gain an understanding of how cryptocurrencies, stablecoins, deposit tokens, and ETPs/ETFs work. Specifically, you’ll walk away understanding how you will access these digital assets, how you will use them, and how they will impact your investing future. Finally, you’ll discover more about appropriate assets allocations in the space and how this transformative technology will change all of our financial futures.  

*$249.00 per person if purchased by November 21
$299.00 per person if purchased after November 21
Saturday, December 7, 2024, 11:30 am - 12:00 pm
The Economy and the Bond Market Post-Election
Jim Bianco |Bianco Research, LLC

Join Jim Bianco as he explores the outlook for the economy and bond market after the election. 

Saturday, December 7, 2024, 1:15 pm - 3:15 pm
A to Z Active Investing for the Serious Self-Directed Investor*
Michele Schneider |MarketGauge.com

In this course, you’ll discover the essential strategies, tools, and algorithmic trading systems that can transform anyone with an interest in the markets into a confident self-sufficient active investor in your spare time. Mish and the MarketGauge founders have simplified their decades of experience, including floor trading, hedge fund management, AI system development, and mentoring individual active investors, into a value-packed experience that will enable you to:

-Determine the primary market direction based on Risk On/Off analysis and indicators and put the wind at your back.

-Identify big, simple trend trades with Market Phase strategies.

-Anticipate major trend reversals with proprietary momentum indicators so you can enter and exit your trades before the crowd.

-Master the market’s rotation in sectors and leading stocks to identify new opportunities. 

-Apply active trading risk management strategies and tactics to protect your portfolio.

-Put part of your portfolio on “auto-pilot” with three algorithmic systems that do all of the above for you!

After this course, you’ll be equipped with new knowledge and access to exclusive tools and systems that give you a professional edge in building and protecting your wealth. 

*$249.00 per person if purchased by November 21
$299.00 per person if purchased after November 21

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