Monday, December 4, 2023, 8:30 am - 8:50 am
Global Economic Outlook
Alejandra Grindal |Ned Davis Research

The macroeconomic environment is not the same as it has been for more than a decade—:and likely will never be the same again. The world doesn't work that way. So, as we all learn to embrace change (or at least accept it), this keynote session featuring NDR's chief economist Alejandra Grindal will focus on some of the major global economic and macroeconomic trends that dominated the year 2023—and will impact your investment decisions in 2024.

Monday, December 4, 2023, 8:55 am - 9:25 am
From India to the World: SSII’s Strategy to Dominate the Global Medical Robotics Space & How You Can Participate
Vishwa Srivastava |SS Innovations International, Inc.

Explore the ambitious journey of SSII as we aim to revolutionize the global medical robotics industry. This presentation will unveil SSII's innovative strategies to dominate this high-tech field, highlighting its cutting-edge advancements in robotic technology and significant advantages over competitors. Attendees will gain insight into how they can invest in SSII, which allows them to be a part of this transformative venture. Discover how SSII's vision extends beyond borders, shaping the future of healthcare and offering a unique chance for high-net-worth investors to contribute to a world-class innovation.

Monday, December 4, 2023, 9:25 am - 9:45 am
The Outlook for Inflation and the Economy in 2024
Jim Bianco |Bianco Research, LLC
Will inflation return in 2024? Will the economy experience a recession? Or will the US economy manage to avoid one or both of those major threats and prosper in the new year? Find out in this informative keynote address from Jim Bianco, a top strategist and Chartered Market Technician who has been offering his perspectives on the global economy and financial markets since 1990. Expect to hear about the latest bond market trends, the outlook for Fed policy, and other topics he has covered on television and online in recent months.
Monday, December 4, 2023, 9:50 am - 6:00 pm
Mistress of Ceremonies
Kathleen Hays |Central Bank Central

Join Kathleen Hays 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.

Monday, December 4, 2023, 9:50 am - 10:20 am
Investing in a Unique Oil Drilling Project
Dan Sauer |Vertical Petroleum Industries

There are advantages of investing in joint venture oil drilling projects, such as current oil price leading to huge potential profits, tax advantages, choosing the right type of project for you, and the rapid and potentially extremely high rate of return on investment. Dan Sauer will demonstrate this opportunity and describe what has made him consistently successful in this sector.

Monday, December 4, 2023, 10:20 am - 10:45 am
The Post-COVID, Post-Global Expansion Economy: Does the Fed Know What to Do?
Robert Brusca |FAO Economics

In this session, Robert Brusca will explain how the global economy has changed in the post-COVID period, as well as discuss the related policy challenges that poses for the Fed (which he believes the Fed does not seem to grasp). The main issue? The Fed's treatment of inflation. Policymakers are showing a reluctance to attack inflation aggressively enough, instead favoring an approach that assumes minimalist policy restriction will suffice to bring about 2% inflation.  

Monday, December 4, 2023, 11:15 am - 11:35 am
Why I'm Now Bullish, Not Bearish
David Kotok |Cumberland Advisors

Massive shocks in 2023 panicked many investors: The war in Europe and the Middle East, the Fed inflation fight, the political debt ceiling crisis, and multiple bank failures. The aftermath now creates a post-crisis platform for investors who survived. David Kotok will explain why—and how you can best capitalize.


Monday, December 4, 2023, 11:40 am - 12:10 pm
Heart Disease, Stroke, Parkinson's, Cancer, Diabetes, and More: Medical Breakthroughs Are Happening Now!
Jack Jacobs |Zhittya Genesis Medicine, Inc.

Zhittya Genesis Medicine will present compelling evidence that its medicine can grow new blood vessels in the hearts of patients with severe coronary artery disease and that its medicine can reverse Parkinson's disease and type-2 diabetes. A second medicine that Zhittya is developing has been shown to eradicate malignant tumors. Zhittya will introduce its Pre-IPO placement investment opportunity for sophisticated investors.

Monday, December 4, 2023, 12:10 pm - 12:35 pm
How to Capitalize on a Wild Interest-Rate Environment…and an Even More Wild 2024 Political Cycle
Eric Bolling |NewsMax

Eric Bolling is an award-winning television host with the #1 show on NewsMax, as well as a New York Times best-selling author with more than 15 years of experience as a recognized voice in cable news. In this lively keynote session, he will discuss the 2024 election cycle and explore the massive financial opportunities that political changes will offer your portfolio. He will also cover the inflation-driven, interest-rate roller coaster ride that will require top piloting skills in order to keep your investments positioned profitably. Don't miss it!

Monday, December 4, 2023, 12:45 pm - 1:15 pm
Meet & Greet
Eric Bolling |NewsMax
Enjoy refreshments as you chat with Eric Bolling and hear about fresh opportunities for your portfolio.
Monday, December 4, 2023, 1:30 pm - 2:15 pm
Will the Bank Walk Continue into 2024?
Jim Bianco |Bianco Research, LLC
Will inflation return in 2024? Will the economy have a recession in 2024? Jim will present his views on the ever-changing state of the banking system. Where could the sector spring a leak?
Monday, December 4, 2023, 1:30 pm - 2:15 pm
These Stocks Will Emerge When the Cash Bubble Bursts
Jason Bodner |Mapsignals.com

MAPsignals uses quantitative analytics and AI to identify leading stocks in dynamic markets. With $6 trillion in money markets and rates set to fall - which stocks will lead the entire market higher? Join Jason Bodner of MAPsignals as he takes you through their process and he reveals where the money flows are going. He will discuss macro themes, sector themes, and specific stocks.

Monday, December 4, 2023, 1:30 pm - 2:15 pm
Navigating the Markets During a Chaotic Presidential Election Cycle
Kenny Polcari |SlateStone Wealth
Join Kenny Polcari as he highlights the best and worst of 2023. He will set you up for 2024 and discuss what to expect from this election cycle, and why you should NOT re-allocate based on the coming election rather than on fundamental changes in names you own.
Monday, December 4, 2023, 1:30 pm - 2:15 pm
Introduction to Capital Stacks for Passive Investors
J Scott |Bar Down Investments
Passive investors must trust every dollar of their investment in the operator. However, operators don't treat every dollar of investment the same. By using different types of equity and debt, offering multiple classes of shares, and creating complex waterfall models, operators can optimize their deals. In this presentation, investor, advisor, and best-selling author, J. Scott, will walk you through how operators structure their capital stacks so that you understand how your investment is being used and how well your investment is being protected.
Monday, December 4, 2023, 2:25 pm - 3:10 pm
Empowering Change: Unleashing Opportunities Through Micro Loans
Rudolfo Beltran |Positiviti Lending
This dynamic presentation explores 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.
Monday, December 4, 2023, 2:25 pm - 3:10 pm
Oil Investing Like a Pro
Alan Girardot |Rush Creek Resources LLC

Is investing in oil new to you? We’ve got you covered. Join in as CEO of Rush Creek Resources, Alan Girardot shares the tools Rush Creek utilizes to data mine, evaluate, and make sound decisions when investing in oil and gas projects.

 

Monday, December 4, 2023, 2:25 pm - 3:10 pm
Strategic Planning for Business Owners: Legacy Preservation and Tax Efficiency
Jared Reynolds |WR Wealth Planners

Explore the critical tax considerations business owners face from capital gains taxes upon selling their business to estate taxes when passing it to the next generation of family owners. Delve into the intricacies of advanced strategies that can be used to defer capital gains taxes and mitigate estate taxes. Uncover common misconceptions and discover how various techniques can be leveraged for comprehensive wealth planning tailored to business owners.

 

Monday, December 4, 2023, 2:25 pm - 3:10 pm
The Future of Surgery: How SSII’s Mantra Is Setting New Standards in Medical Robotics
Vishwa Srivastava |SS Innovations International, Inc.

This presentation will focus on how SSII's advanced technology is redefining the future of surgery, offering superior solutions over its competitors. Attendees will gain a comprehensive understanding of SSII's competitive advantages, including enhanced precision, reduced recovery times, and improved surgical outcomes. High net worth investors will discover the potential for significant impact and growth in the healthcare sector, making this an unmissable opportunity to invest in a pioneering medical revolution.

 

Monday, December 4, 2023, 3:20 pm - 4:05 pm
What Billionaires Do That YOU Can Too...How to Legally Pay Zero Tax on the Sale of ANY Asset Class. Not a Roth!
Nick Fortune |The Second Estate

Nick Fortune will discuss how to sell any asset class and legally never pay capital gains again.  (Not a Roth!)

 

Monday, December 4, 2023, 3:20 pm - 4:05 pm
Investing in Biotech Medical Breakthroughs: Success in Reversing Diseases That Are Major Causes of Death
Jack Jacobs |Zhittya Genesis Medicine, Inc.
Daniel Montano |Zhittya Genesis Medicine, Inc.
Zhittya Genesis Medicine will present compelling evidence that its medicine can grow new blood vessels in the hearts of patients with severe coronary artery disease and that its medicine can reverse Parkinson's disease and type-2 diabetes. A second medicine that Zhittya is developing has been shown to eradicate malignant tumors. Zhittya will introduce its Pre-IPO placement investment opportunity for sophisticated investors.

Monday, December 4, 2023, 3:20 pm - 4:05 pm
Unlocking Opportunities: Investing in Domestic Oil Drilling
Dan Sauer |Vertical Petroleum Industries

There are advantages of investing in joint venture oil drilling projects, such as current oil price leading to huge potential profits, tax advantages, choosing the right type of project for you, and the rapid and potentially extremely high rate of return on investment. Dan Sauer will demonstrate this opportunity and describe what has made him consistently successful in this sector.

Monday, December 4, 2023, 4:15 pm - 6:15 pm
Three Key Technical Indicators Every Stock Trader Needs*
John Person |John Person, Inc.

This year, more than any other, investors and traders need to hone their skills and knowledge in what technical tools will best help at stock picking and trading tactics. Price-based indicators are useful tools, but it's not always about price rather than about the "condition" of price.

Discover how the momentum or a stock's pace of price change, plus volume to identify participation, and relative performance can highlight whether a stock is attractive or losing its luster relative to the broad market.

 

John Person, CEO of John Person Inc., is a 40-year veteran trader, trading system developer, author of several highly acclaimed trading books, and creator of the Persons Pivots and PPS momentum indicators found on brokerage-firm platforms such as thinkorswim, TradeStation, and Trade Navigator.

In this MoneyMasters class, he will show you how to use three tools:

  • Specific volume analysis to identify market participation
  • The PPS indicator that shows true price momentum
  • Why the PMC indicator should be on every stock trader's charts for identifying relative performance

You also need to know how, when, and where to place stop loss and trailing stops, as well as trading tactics such as scaling into and out of trades.

 

*$249.00 per person if purchased by November 16
$299.00 per person if purchased after November 16
Monday, December 4, 2023, 4:15 pm - 4:45 pm
Meet & Greet
Kenny Polcari |SlateStone Wealth
Meet with Kenny Polcari to learn about new market opportunities.
Monday, December 4, 2023, 4:45 pm - 5:05 pm
Equities Showing Impressive Resilience as Stocks Look Peak Fed Funds
Thomas Lee |Fundstrat Global Advisors
Stocks have been far more resilient than consensus in 2023 which highlights the underlying strength of companies and quality of management.  Thomas Lee will discuss the key drivers of 2024 and what sectors can work.
Monday, December 4, 2023, 5:10 pm - 5:30 pm
The Ideal Diversification Strategy
Mike Turner |Turner Capital Investments, LLC
Are you tired of hearing your advisor tell you not to worry about a bear market...that the market always comes back...or that their goal for your money is to "mitigate downside losses" (meaning they expect you to lose money in a bear market)? Then be sure you attend this informative briefing from Mike Turner. He'll explain that when it comes to TRULY diversifying, the last thing you need is another 60/40, buy-and-hold strategy designed to lose you money in the next bear market. You need one that takes an engineer's approach designed to help you grow your capital in both bull AND bear markets.

Monday, December 4, 2023, 5:30 pm - 5:55 pm
Biden, Trump, or a "Dark Horse?" Which Candidate Will Win the White House - And What You Should Do About It
Eric Bolling |NewsMax
Erin Gibbs |Gibbs Wealth Management, LLC
David Kotok |Cumberland Advisors
Kenny Polcari |SlateStone Wealth

American voters determine their next president in less than a year. But Wall Street and Main Street are already paying close attention to every poll and candidate proclamation. And no wonder? They’re hoping to get a better handle on potential outcomes and potential market reactions—and to best position their portfolios for the likeliest path going forward. This panel will explore the likelihood of President Biden or former President Trump earning a second term...or a “Dark Horse” candidate winning the White House. Panel members will also explore the ramifications for taxes, spending, geopolitics, and markets of each scenario—and what investors like you should do to adapt.

 

Tuesday, December 5, 2023, 8:10 am - 8:20 am
Welcome Remarks
Mike Larson |MoneyShow

Join Mike Larson 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.

Tuesday, December 5, 2023, 8:25 am - 8:45 am
Transition Lunacy: How to Rationalize Energy in an Irrational World!
Phil Flynn |The PRICE Futures Group
As senior energy analyst at The PRICE Futures Group, Phil Flynn has his pulse on the finger of the global oil, gas, and energy products markets. He will cover the supply, demand, and pricing outlook for petroleum in the year ahead, with a focus on coming supply shortages and the impact they'll have on markets. Look for additional guidance on what to buy—and what to avoid—for maximum reward and minimum risk.
Tuesday, December 5, 2023, 8:50 am - 9:05 am
Revolutionizing the Hospitality Experience: HCN's Trailblazing Hotel Tablet Technology
Kevin Bidner |The Hotel Communication Network

HCN, The Hotel Communication Network, is a trailblazing software technology enterprise acclaimed at a national level whose innovative solutions are in some of the largest Hiltons in the world. HCN’s hotel tablet technology transforms how guests interact with the hotel, the city, and their room. This is a game-changing evolution in the multi-trillion-dollar travel industry and HCN is poised to revolutionize the way we explore the world.

Tuesday, December 5, 2023, 9:05 am - 9:25 am
Real Estate: How Housing, Office, Retail, & Other Sub-Sectors Will Shake Out in the Year Ahead
Cory Grant |Grant Partners, Inc.
Kevin Kelly |Kelly ETFs
Mike Larson |MoneyShow
Mitch Roschelle |Madison Ventures

Most experts agree that real estate should be a percentage of every investor's portfolio. The landscape is changing significantly, especially around the country. States like California are seeing declines in population and value, while states like Florida and Texas are seeing increases. Interest rates and inflation play a key role in this asset class. This panel of experts will discuss where "smart money" is taking advantage of these shifts in the market.

Tuesday, December 5, 2023, 9:30 am - 9:45 am
Investing in Volatile Markets
Scott Zelniker |UBS-The Zelniker Dorfman Carr & Heritage Group

Investing can often be overwhelming. Navigating challenging economic conditions, interest rates, and various technical indicators frequently leads investors to make flawed or ill-informed decisions. Join Scott Zelniker as he explains the process behind making sound investment decisions and using volatile markets to your advantage. 


Do not attend this event if you have any of the following: Symptoms of COVID-19 (which may include cough, shortness of breath, chills, muscle pain, headache, sore throat, loss of taste or smell, nausea or vomiting, diarrhea, congestion or runny nose not related to allergies). Fever of 100.4 degrees Fahrenheit (F) or higher. Pending viral test for COVID infection due to symptoms. Diagnosis of COVID infection in the prior 10 days. Close contact to someone with COVID during the prior 14 days.



Important information about brokerage and advisory services.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

 

© UBS 2023. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC.



Tuesday, December 5, 2023, 9:45 am - 10:15 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.

Tuesday, December 5, 2023, 10:15 am - 10:45 am
Meet & Greet
Howard Tullman |G2T3V, LLC
Meet with Howard Tullman to learn about new market opportunities.
Tuesday, December 5, 2023, 10:45 am - 11:05 am
A Fireside Chat About the Markets of Today and Tomorrow
Kim Githler |MoneyShow
Liz Ann Sonders |Charles Schwab & Co., Inc.
Join leading commentator, speaker, and Charles Schwab & Co. chief investment strategist Liz Ann Sonders for an engaging discussion with MoneyShow chair and CEO Kim Githler. They will share their views on the state of the markets and economy today—and discuss how the environment is likely to evolve in 2024 and beyond. You will get a deeper understanding of the monetary and fiscal policy environment, the role of active and passive management in a diversified portfolio, and important developments in key sectors like real estate. You won’t want to miss this educational and lively discussion featuring two of the most knowledgeable and experienced experts in finance and market education.
Tuesday, December 5, 2023, 11:10 am - 11:30 am
Current Market Environment and Year-End Catalysts
Katie Stockton |Fairlead Strategies, LLC

Technical analyst Katie Stockton uses a suite of technical indicators to form her market views. In this keynote, she will explain and apply her methodology to the current environment, focusing on US stocks, sectors, commodities, the dollar, and yields. She will also provide insight into how the markets are setting up from a technical standpoint into year-end—giving attendees important guidance about the outlook for 2024.

Tuesday, December 5, 2023, 11:35 am - 11:50 am
How a Small “Alternative” Allocation Can Have a Big Performance Impact
Marc Brown |23 Restaurant Services

Many investors prefer the long-term predictability and consistent results of conservative stock and mutual fund investments. But even a small allocation to “alternatives” can yield a big performance impact. Sometimes just steering 10% or 15% of your portfolio to a high-quality, proven alternative investment can increase your overall portfolio performance by 25% to 45% while maintaining a conservative risk profile. At this session, you’ll learn how that’s possible—and better understand the gains that can be generated from alternatives.

Tuesday, December 5, 2023, 11:50 am - 12:15 pm
The New Future for Old Sectors: Developments in Energy, Tech, & How to Profit!
Phil Flynn |The PRICE Futures Group
Mike Larson |MoneyShow
Louis Navellier |Growth Investor, Breakthrough Stocks, & Accelerated Profits
Charlie Shrem |Crypto Investor Network
Howard Tullman |G2T3V, LLC

Cutting-edge discoveries and revolutionary developments are transforming old favorite sectors for investors. In this moderated discussion, you'll find out what's driving the future forward in groups like energy and Big Tech. Expect to learn more about AI, and its effects on energy innovation and the manufacturing sector.

Tuesday, December 5, 2023, 12:30 pm - 1:00 pm
Meet & Greet
Phil Flynn |The PRICE Futures Group
Enjoy refreshments as you chat with Phil Flynn and hear about fresh opportunities for your portfolio.
Tuesday, December 5, 2023, 1:15 pm - 2:00 pm
Investing In a Changing Interest-Rate Environment (Rising and Falling)
Erin Gibbs |Gibbs Wealth Management, LLC
The interest rate environment is changing-and investors need to change with it. Erin Gibbs will show you how to invest as rising and falling interest rates affect the attractiveness of bonds and equities. You will get a better understanding of how different economic indicators can forecast rate changes, as well as impact individual equity risk premiums.


Tuesday, December 5, 2023, 1:15 pm - 2:00 pm
Profitable Strategies to Close Out 2023 and to Win in 2024
Michael Lee |Michael Lee Strategy
Luke Lloyd |Strategic Wealth Partners
2023 has been a roller coaster of a year. With a major election, higher interest rates, AI, and economic uncertainty all playing different roles in the market over the next 15 months, they'll discuss ideas in public markets and alternative investments to power your portfolio in what looks to be another crazy year.

Tuesday, December 5, 2023, 1:15 pm - 2:00 pm
The Real Winners in the AI Craze
Louis Navellier |Growth Investor, Breakthrough Stocks, & Accelerated Profits
The companies that make the AI chips and high-speed servers for cloud computing are the big winners in the AI craze. Nvidia raised its guidance 52.8% higher than analyst estimates, and an acute chip shortage has developed. The cloud is getting smarter and faster to accommodate AI. Louis Navellier will reveal all his AI stocks and other favorite A-rated stocks in this information-packed presentation.
Tuesday, December 5, 2023, 1:15 pm - 2:00 pm
Real Estate in Today’s Economy
Mitch Roschelle |Madison Ventures
In this presentation, Mitch Roschelle will take a deep dive into today’s real estate investment climate and discuss opportunities through a historical and macroeconomic lens. He will tackle some of the pressing issues the market faces such as housing supply, interest rates, remote work, and retail obsolescence. This session is interactive and audience engagement is encouraged.
Tuesday, December 5, 2023, 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 $500M 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.

Tuesday, December 5, 2023, 2:10 pm - 2:55 pm
Choosing a Proven Winner Is the Best Way to De-Risk Restaurant/Retail Investing
Marc Brown |23 Restaurant Services

Restaurant and retail investing tend to offer high returns due to risk. However, you can still benefit from this higher yield while lowering risk when you select investments with a proven track record. In this session, 23 Restaurant Services president Marc Brown will show you how.

Tuesday, December 5, 2023, 2:10 pm - 2:55 pm
Investing Early in SSII: Seizing the Opportunity in the Booming Medical Robotics Industry
Alex Clug |SS Innovations International, Inc.
Barry Cohen |SS Innovations International, Inc.

Discover the exceptional investment opportunity with SSII, a rising star in the booming medical robotics industry. This presentation will provide an in-depth analysis of SSII's market potential, meteoric growth, and strategic positioning in the rapidly growing sector. Learn why SSII stands out as a promising investment, with its innovative technology, strong market presence, and potential for high returns. High net worth investors will understand the benefits of investing early in SSII, capitalizing on the burgeoning demand for advanced medical robotics and securing a stake in a future-focused company.

 

Tuesday, December 5, 2023, 2:10 pm - 2:55 pm
How to Truly Diversify for Any Market (Bull or Bear)
Mike Turner |Turner Capital Investments, LLC
Most advisors (and self-managed investors, as well) assume that the term Diversification is for spreading risk across different investment strategies so as to mitigate downside losses in bad markets and/or unfavorable future economic outcomes. While that is not a bad definition of diversification, a better one is putting at least some of your capital into a strategy that utilizes a mathematical approach to a rules-based technical analysis of the stock market where you can capitalize on the collective wisdom of the entire market. You must see how this advanced market trend methodology is blowing the doors off the traditional investment world. Fearful of the next bear market? You won't be after seeing how this methodology performs in both bull and bear markets. If you are only going to sit in one session, this is the one you must attend. It will change the way you approach investing in the stock market forever!
Tuesday, December 5, 2023, 3:05 pm - 3:50 pm
Generating Income in a Rising Interest-Rate Environment
Chris Bostick |UBS-The Zelniker Dorfman Carr & Heritage Group
Jason Hughes |UBS-The Zelniker Dorfman Carr & Heritage Group
Ryan Lynch |UBS-The Zelniker Dorfman Carr & Heritage Group
Molly Townsend |UBS-The Zelniker Dorfman Carr & Heritage Group
Scott Zelniker |UBS-The Zelniker Dorfman Carr & Heritage Group

With the possibility of higher for longer interest rates, investors are looking for alternatives to traditional fixed income. Come to our workshop to learn how we are helping our clients navigate this challenging market environment.

Do not attend this event if you have any of the following: Symptoms of COVID-19 (which may include cough, shortness of breath, chills, muscle pain, headache, sore throat, loss of taste or smell, nausea or vomiting, diarrhea, congestion or runny nose not related to allergies). Fever of 100.4 degrees Fahrenheit (F) or higher. Pending viral test for COVID infection due to symptoms. Diagnosis of COVID infection in the prior 10 days. Close contact to someone with COVID during the prior 14 days.

Important information about brokerage and advisory services.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

© UBS 2023. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC.

Tuesday, December 5, 2023, 3:05 pm - 3:50 pm
Just Baked Smart Bistro Kiosk: Investment Opportunity in Automated Retail Technologies (ART)
David Chessler |Just Baked
Gary Cohen |Just Baked
Ben Porter |Just Baked

ART’s Just Baked Smart Bistro Kiosk is the first-to-market, AI-driven, portable, intelligent hot food Quick Service Restaurant.  Join this robust team as they present what AI is, the industry's growth, how investors can use AI, and stocks with a major footprint in the Artificial Intelligence arena. Just Baked kiosks can be profitably deployed at 100k+ locations in the US and have a strong recurring revenue stream.

Tuesday, December 5, 2023, 3:05 pm - 3:50 pm
Invest in Oil for Income and Receive 2023 Tax Benefits!
Ron Filer, Jr. |Hornet Corporation
The US economy is moving in a positive direction and oil prices are trending upward. In addition, OPEC's oil production cuts and tensions in the worldwide hotspots could be creating a future boom in the oil markets. Many recent articles point to oil prices, not only stabilizing but also potentially skyrocketing in the next few years. At Hornet, we can make money, even when oil is at $30 per barrel. Imagine what $80+ oil plus an aggressive tax write-off for investing in domestic oil and gas can do for your returns! Find out how you can participate in the next oil boom in one of the more hydrocarbon-rich areas in the US.
Tuesday, December 5, 2023, 3:05 pm - 3:50 pm
Major Medical Breakthrough to Treat Diseases That Kill Over 50% of Adults
Jack Jacobs |Zhittya Genesis Medicine, Inc.
Daniel Montano |Zhittya Genesis Medicine, Inc.
This workshop will cover major medical advancements that are being developed now to treat these life-threatening diseases. Ongoing efforts to develop innovative and life-saving treatments will be discussed, including recent results from human studies where Parkinson's disease has been reversed.
Tuesday, December 5, 2023, 4:00 pm - 6:00 pm
Technical Analysis: An Integral Part of Quality Research*
Ralph Acampora |Hedge Friend
Katie Stockton |Fairlead Strategies, LLC

Charting and technical analysis, once denigrated by the majority of traders and investors, have become mainstream tools for those with a serious interest in analyzing and forecasting the financial markets. Yet, even today, most investors and traders do not realize the full potential of these powerful, and surprisingly accurate, tools.

 

Dubbed the "Godfather of Technical Analysis," Ralph Acampora, hedge fund advisor at Hedge Friend, is one of the most respected technical analysts in the business. He will be joined by Katie Stockton, founder and managing partner or Fairlead Strategies, LLC. Together, they will provide a technical tutorial session covering several important technical metrics. They will share innovative ideas on how to harness the predictive power of technical analysis and show you how to use them to become a better trader.

 

Technical analysis is more than just looking for patterns on charts. Learn how to read charts, understand market indicators, incorporate intermarket analysis, and bring them all together to execute trades where the risk/reward opportunities are constantly in your favor. This is a session that you cannot afford to miss!



*$249.00 per person if purchased by November 16
$299.00 per person if purchased after November 16
Tuesday, December 5, 2023, 4:00 pm - 4:30 pm
Meet & Greet
Liz Ann Sonders |Charles Schwab & Co., Inc.
Meet with Liz Ann Sonders to learn about new market opportunities.
Tuesday, December 5, 2023, 4:30 pm - 5:00 pm
Investing in the “Temperamental Era”: Strategies for a New Economy Facing New Challenges
Michael Farr |Hightower Advisors, LLC
Mike Larson |MoneyShow
Kenny Polcari |SlateStone Wealth
Liz Ann Sonders |Charles Schwab & Co., Inc.

The “Great Moderation” of the 2000s and 2010s is over. Now, we’ve entered a “Temperamental Era” for the economy and the markets, one that poses new challenges...but also offers up new opportunities. Listen in as our expert panelists explain how economic growth, inflation, market leadership, and valuations will evolve in this environment. Plus, find out which strategies and investments will help you navigate it more profitably in 2024 and beyond.

Tuesday, December 5, 2023, 5:00 pm - 5:15 pm
Bitcoin Mining with Natural Gas, Maximize the Value of the Oil and Gas Asset
Alan Girardot |Rush Creek Resources LLC

Alan Girardot has been at the front lines of oil country since the oil market downturn of 2014, navigating opportunity and strategically building an oil company. Today Rush Creek produces oil at untouchably low prices through its vertically integrated model and disciplined investment strategy. In the relentless pursuit of maximizing profits for investors Alan recently invested in the research and development round of a natural gas bitcoin mining opportunity and the numbers couldn’t be better. Join in as Alan shares how Bitcoin mining is helping investors maximize the profitability of their oil and gas wells.

Tuesday, December 5, 2023, 5:15 pm - 5:30 pm
The Hunt for Alternatives: Finding Profit and Income Off the Beaten Path
Rudolfo Beltran |Positiviti Lending
Mike Larson |MoneyShow
Travis Watts |Ashcroft Capital

Investing in publicly traded stocks is a great way to build wealth. But more investors are also seeking alternative ways to generate income and profit. These “off the beaten” path options, which include everything from multifamily real estate to microlending in the financial services space, are a great way to diversify your returns and prioritize your interests. Hear from our panelists on their favorite profit opportunities – and learn how to get started in alternatives.

Tuesday, December 5, 2023, 5:30 pm - 5:50 pm
2023: The Recession That Wasn't - 2024: Economic & Market Forecast
Michael Farr |Hightower Advisors, LLC

Michael Farr reviews 2023 and how the past year informs investors about the coming year. He will discuss the importance of a strong investment discipline to adapt to unprecedented times—both to weather new threats and to exploit new opportunities.

 

Wednesday, December 6, 2023, 8:40 am - 9:00 am
The 4th Industrial Revolution: How to Make Sure Your Portfolio Participates
Nancy Tengler |Laffer Tengler Investments

Nancy Tengler believes the economy is experiencing what she calls The Fourth Industrial Revolution. In this revealing keynote, she'll explain what it is, how it will impact markets, and most importantly, what you can do to profit from it. Expect to learn about key sectors that will benefit from this trend, as well as Nancy's overall investment philosophy. Finally, she will tell you how she constructs and manages equity portfolios in an ever-changing landscape—from company selection to avoiding fads, to establishing and keeping a long-term investment discipline.

Wednesday, December 6, 2023, 9:05 am - 9:25 am
Election Year 2024 - Investing in an Environment of Political Uncertainty
Stephen Moore |Committee to Unleash Prosperity

How do you invest and make money in an uncertain political environment? Listen in as Stephen Moore shares his outlook on what policy changes are coming and how Washington DC will deal with rising deficits, higher inflation, lower growth, and the China threat.  

Wednesday, December 6, 2023, 9:30 am - 10:00 am
Déjà Vu All Over Again: The 1970s or the 1920s?
Edward Yardeni |Yardeni Research, Inc.

Dr. Edward Yardeni will provide a balanced assessment of the global economic and financial outlook as well as the opportunities and challenges in the US and overseas financial markets. The focus will be on the rest of 2023 and all of 2024, as well as the remainder of the decade. He will discuss the prospects for a hard, soft, or no landing, as well as whether inflation will continue to moderate. What about the ballooning federal budget deficit? Will the bond vigilantes be the stock market's party poopers? Will the rest of the decade turn out to be the Roaring 2020s rather than a repeat of the 1970s?

Wednesday, December 6, 2023, 10:00 am - 10:30 am
Meet & Greet
Edward Yardeni |Yardeni Research, Inc.
Meet with Edward Yardeni to learn about new market opportunities.
Wednesday, December 6, 2023, 10:30 am - 11:15 am
2023 Bond Market Roller Coaster
John Mousseau |Cumberland Advisors

Join John Mousseau as he explores the continued Federal Reservice hikes, lowering of inflation, and bond market selloff and partial recovery.

Wednesday, December 6, 2023, 10:30 am - 11:15 am
Unlocking Opportunities: Investing in Domestic Oil Drilling
Dan Sauer |Vertical Petroleum Industries

There are advantages of investing in joint venture oil drilling projects, such as current oil price leading to huge potential profits, tax advantages, choosing the right type of project for you, and the rapid and potentially extremely high rate of return on investment. Dan Sauer will demonstrate this opportunity and describe what has made him consistently successful in this sector.

Wednesday, December 6, 2023, 10:30 am - 11:15 am
Playing Monopoly in Real Life – The Game of Commercial Real Estate
Travis Watts |Ashcroft Capital

Learn the game of commercial real estate investing with Travis Watts, full-time investor, passive income advocate, and the director of Investor Education at Ashcroft Capital. In this fun and engaging presentation, you will learn the parallels between the game of Monopoly and real-life real estate investing, how to convert active income into passive income, and how to create financial independence.

Wednesday, December 6, 2023, 11:15 am - 11:40 am
Why 2024 Is Shaping Up as One of the Most Important Elections in American History
Steve Forbes |Forbes Media
The future direction of the country is up for grabs. Are we in terminal decline as Russia and China believe? Will we go the way of Europe economically, which is where we're headed now? Can we get a grip on spending and entitlements? How do we fix the Fed? Can we rebuild our troubled military? Is our political system repairable with the current two-party dynamic? These are just some of the questions investors and voters are wrestling with. Steve Forbes will give you the answers as he sees them—helping you navigate the road ahead and maximize your portfolio returns.
Wednesday, December 6, 2023, 12:15 pm - 12:45 pm
Inflation, Growth, & Credit: What to Expect from These Three Economic Drivers
Steve Forbes |Forbes Media
Mike Larson |MoneyShow
Stephen Moore |Committee to Unleash Prosperity
Nancy Tengler |Laffer Tengler Investments
Edward Yardeni |Yardeni Research, Inc.

Inflation. Growth. Credit. They are three key forces that will impact America's economic outlook in 2024. The only question is...how? Will cooling inflation allow the Federal Reserve to not only stop raising interest rates, but potentially cut them? Will growth slow, but not grind to a halt, encouraging stock investors to take on more risk? Will the credit markets continue to tighten, without seizing up? Get the answers YOU need to those questions and more in this hard-hitting panel featuring top economists and investment strategists. Then put the guidance you receive to work in your portfolio in 2024.

Wednesday, December 6, 2023, 12:45 pm - 1:15 pm
Meet & Greet
Stephen Moore |Committee to Unleash Prosperity
Enjoy refreshments as you chat with Stephen Moore and hear about fresh opportunities for your portfolio.
Wednesday, December 6, 2023, 1:30 pm - 2:15 pm
Getting Your Income Portfolio Ready for 2024
Martin Fridson, CFA |Income Securities Investor

It is widely thought that interest rates will decline in 2024, implying that it will be advantageous to own high-quality, long-dated bonds. But the after-effects of the Fed's previous, aggressive rate hikes may not yet have been fully felt. An economic slowdown would put pressure on higher-yielding and more credit-sensitive assets. Find out how to position yourself for the coming year and learn about important new research discoveries that will help you prosper in the long run.

 

Wednesday, December 6, 2023, 1:30 pm - 2:15 pm
It's True! Women Make Better Investors Than Men
Nancy Tengler |Laffer Tengler Investments
Are you looking to engage the women in your life into the investment process? Then you may want to consider different approaches and different messaging - those that consider how research shows women make better investors than men! The leader of Laffer Tengler's Women & Wealth Initiative, Nancy Tengler will also explain why that's the case and what you can do to ensure YOU are the best investor you can be.
Wednesday, December 6, 2023, 1:30 pm - 2:15 pm
A Much Smarter Way to Outperform the Market
Mike Turner |Turner Capital Investments, LLC

You and I both know that market timing does not work.  But that does not mean that an advanced trend analysis system cannot take advantage of both bull and bear market trends.  When was the last time you or your advisor generated average annual results six times better than the market? How much did you lose in 2022? The market was down -18.14% when our rules-based study was up over 40% and that was with about half the time safely on the sidelines! Spend 45 minutes with Mike Turner and he will show you how a 17-year study using his buy/sell rules trading just the S&P 500 and the Nasdaq averaged over 40% per year without a single losing year.  And it accomplished that amazing feat without ever needing to know what the market was going to do in the future. If you are looking for a diversification strategy that takes advantage of both bull and bear markets, this is the session you cannot afford to miss!

Wednesday, December 6, 2023, 1:45 pm - 3:45 pm
A Powerful Trading Strategy for Every Market Condition*
Markus Heitkoetter |Rockwell Trading Services, LLC

Trading options is fascinating, but it can be frustrating if you don't do it the right way. You might have heard the statistic that 90% of options expire worthless. In this MoneyMasters class, Markus Heitkoetter, author, educator, professional trader, and CEO of Rockwell Trading Services, LLC, will teach you a trading strategy that allows you to take advantage of that fact.

Most options traders lose money, so you will learn how to do the exact opposite and start making money with options. Markus will briefly cover some options basics, and then we dive into the trading strategy, and you will learn every detail so that you can start trading it right away.

Attendees will also receive a signed copy of Markus' highly reviewed book, The Wheel Options Trading Strategy while supplies last.

*$249.00 per person if purchased by November 16
$299.00 per person if purchased after November 16
Wednesday, December 6, 2023, 2:30 pm - 2:50 pm
Election Year Enthusiasm
Sam Stovall |CFRA Research

The Presidential election year is nearly upon us. Since 1952, the S&P 500 gained an average of 12% (and rose in price 100% of the time) when an incumbent was up for reelection. In addition, the Russell 2000 (since 1972) and Nasdaq Composite (since 1980 advanced 15% and 18%, respectively, and gained in price more than 85% of the time) performed very well. Will 2024 record a similar surge now that the Fed has finished raising rates and the market is in the second year of this bull market? Hear Sam Stovall, chief investment strategist of CFRA Research, offer his take on historical precedents-and share his sector selections in what could be a surprisingly profitable year.

Wednesday, December 6, 2023, 2:55 pm - 3:15 pm
The Road Less Traveled: Economic and Market Outlook
Michael Ryan |UBS Global Wealth Management

In this discussion, Michael Ryan will explore the macroeconomic, policy, and geopolitical environment in the post-COVID era and how the dynamics at play will impact financial markets. This will include an assessment of the current economic outlook, the prospects for further Fed rate hikes, and the implications of continued tensions between the US and China.

Do not attend this event if you have any of the following: Symptoms of COVID-19 (which may include cough, shortness of breath, chills, muscle pain, headache, sore throat, loss of taste or smell, nausea or vomiting, diarrhea, congestion or runny nose not related to allergies). Fever of 100.4 degrees Fahrenheit (F) or higher. Pending viral test for COVID infection due to symptoms. Diagnosis of COVID infection in the prior 10 days. Close contact to someone with COVID during the prior 14 days.

Important information about brokerage and advisory services.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

© UBS 2023. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC.

Wednesday, December 6, 2023, 3:20 pm - 3:45 pm
What Asset Classes, Stocks, and ETFs Will Outperform the Market in 2024
Martin Fridson, CFA |Income Securities Investor
Mike Larson |MoneyShow
John Mousseau |Cumberland Advisors
Sam Stovall |CFRA Research

In 2022, energy was a superstar, up 58%. In 2023, the surprise performer so far is technology, up 41%. During this discussion, we will give you a macro overview of the market and discuss what sectors will be the big gainers in 2024! These panelists will also give you their personal selection of the stocks and ETFs they think will outperform the averages for 2024.

Wednesday, December 6, 2023, 4:00 pm - 4:30 pm
Meet & Greet
Steve Forbes |Forbes Media

Get an autographed copy of Steve Forbes’ latest book, Inflation: What It Is, Why It’s Bad, and How to Fix It, as well as a photo opportunity with him.

 

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