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MoneyShow Masters Symposium Dallas

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MoneyShow Masters Symposium Dallas

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About the Event

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

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

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Event Agenda
  • May 14, 2026
  • May 15, 2026
  • May 16, 2026
16:05 to 16:50

Breakthrough Biotech Medicine to Treat the Cause of Death of 65% of all Adults

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Dan Montano
CEO, Zhittya Genensis Medicine, Inc.

Dan Montano

CEO, Zhittya Genensis Medicine, Inc.

Dan Montano started at the Los Angeles Stock Exchange in 1968 as a floor broker. Over the next 30 years, he managed thousands of stockbrokers as CEO of several security firls. In 1998, he left investment banking and dedicated himself to advance biotechnology breakthroughs. Presently, he is CEO of Zhittya Genesis Medicine Inc., a bio-pharaceutical company developing drug treatments for heart disease, strokes, Parkison's disease, Alzheimer's, and more.

Zhittya Genesis Medicine has developed a medicine to treat diseases caused by a lack of blood flow. During this presentation you will explore how Zhittya is using their FGF-1 to treat heart disease, Parkinson's disease, Type-2 Diabetes, and more. 

18:15 to 19:15

MoneyShow Pro Member Reception (Pros, Speakers, and Sponsors Only)

09:00 to 09:15

Welcome Remarks

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Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.

09:15 to 09:40

Louis Does a Deep Dive Into His Quantitative & Fundamental Analysis

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Louis Navellier
Founder and Chairman, Navellier & Associates

Louis Navellier

Founder and Chairman, Navellier & Associates

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

You will see all the stocks that Louis is recommending and why his Growth Investor letter has beaten the S&P 500 by over 10 to 1 this year! Louis will walk you through all his recommendations in Growth Investor, Breakthrough Stocks, Accelerated Profits and his Platinum Growth Club newsletters.

09:40 to 10:05

The Future of Healthcare, Reinvented by AI

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Sydney Armani
Chairman and CEO, AI Fintech World Group

Sydney Armani

Chairman and CEO, AI Fintech World Group

Sydney Armani is a seasoned Silicon Valley veteran with over 30 years of experience as an entrepreneur, investor, and advisor in emerging technologies. He is the founder of AI World Fund for AI Startups & Accelerator, a venture platform dedicated to supporting the next generation of AI innovation through strategic investment, mentorship, and growth acceleration.

Artificial intelligence is transforming healthcare from a reactive system into a proactive, personalized experience. By leveraging real-time data, predictive analytics, and intelligent automation, AI is enabling earlier diagnoses, more precise treatments, and improved patient outcomes. From streamlining clinical workflows to empowering doctors with deeper insights, AI is not replacing healthcare professionals—it's enhancing their ability to deliver faster, smarter, and more effective care.

10:05 to 10:30

AI Stocks - The Run has Started

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Michael Lee
Founder, Michael Lee Strategy

Michael Lee

Founder, Michael Lee Strategy

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

In this session, Michael Lee will cover what's stocks are poised for a powerful second half of 2026 and beyond.

10:30 to 11:00

The NEXT Big Opportunities in Tech and AI

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Sydney Armani
Chairman and CEO, AI Fintech World Group

Sydney Armani

Chairman and CEO, AI Fintech World Group

Sydney Armani is a seasoned Silicon Valley veteran with over 30 years of experience as an entrepreneur, investor, and advisor in emerging technologies. He is the founder of AI World Fund for AI Startups & Accelerator, a venture platform dedicated to supporting the next generation of AI innovation through strategic investment, mentorship, and growth acceleration.

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Michael Lee
Founder, Michael Lee Strategy

Michael Lee

Founder, Michael Lee Strategy

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

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Louis Navellier
Founder and Chairman, Navellier & Associates

Louis Navellier

Founder and Chairman, Navellier & Associates

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

The first phase of the AI boom sent the best-positioned stocks through the roof in 2025 and early 2026. So, where are the NEXT big opportunities in the tech sector? Find out from our plugged-in panelists in Dallas! They've done the research. They have the expertise. And their picks could pay off handsomely for your portfolio. Don't miss this lively and actionable session.

11:00 to 11:15

Welcome Remarks

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Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.

11:15 to 11:40

What is the Strike Price of the "Trump Put"?

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Steve Sosnick
Chief Strategist, Interactive Brokers

Steve Sosnick

Chief Strategist, Interactive Brokers

Steve Sosnick, chief strategist at Interactive Brokers, also serves as head trader of Timber Hill, the firm's trading division, and is a member of Interactive Brokers Group, the firm's holding company. He has held numerous roles in the organization since joining Timber Hill in 1995 as equity risk manager and an options market maker. Mr. Sosnick led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence. Much of his career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as chief options strategist and later chief strategist.

The President clearly desires higher stock prices and lower bond yields and has shown a willingness to adapt some of his policies if markets "vote" against them. Although some have used the phrase "TACO" to describe this phenomenon, Steve believes it is more useful to think of this as a "Trump Put." If so, what is its current strike price? Mr. Sosnick will offer his best current estimate and suggest some parameters.

11:40 to 12:00

Drilling for Success: Unlocking Oil Investment Opportunities

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JR Stockton
Senior Vice President, Vertical Petroleum Industries

JR Stockton

Senior Vice President, Vertical Petroleum Industries

J.R. Stockton serves as an independent senior vice president for Vertical Petroleum Industries, bringing more than eight years of dedicated service and leadership to the company. Specializing in partner acquisition, J.R. has been instrumental in the growth and expansion of Vertical Petroleum, successfully bringing in over 200 strategic partners throughout his tenure. With a deep understanding of both the operational and strategic sides of the industry, Mr. Stockton continues to drive innovation and excellence at Vertical Petroleum Industries.

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

12:00 to 12:25

Energy Markets in 2027

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Anas Alhajji
Managing Partner, Energy Outlook Advisors LLC

Anas Alhajji

Managing Partner, Energy Outlook Advisors LLC

Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, influencer, investor, and speaker with more than 1,000 papers, articles, and columns to his credit. He advises governments, companies, financial institutions, and investors on various energy market issues. He focuses on the oil, gas, and energy markets outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy, employment, and technology in the oil and gas industry.

Geopolitical developments are roiling the energy markets, with new leadership taking over in Venezuela and the conflict in Iran simmering. Anas will explain what it all means for crude oil and product markets…and your portfolio. Plus, learn about powerful, investible trends in US LNG, nuclear power, the domestic electric grid, and more.

12:25 to 12:40

A Brief Investigation of Decision Making (May Improve Your Investment Outcomes)

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Kevin Davitt
Head of Index Options Content, Nasdaq

Kevin Davitt

Head of Index Options Content, Nasdaq

Kevin Davitt is the head of Nasdaq's index options content. Mr. Davitt spent years focused on options education with an index emphasis at Cboe Global Markets. Prior to his exchange work, Mr. Davitt traded index, equity, and commodity futures and options as a market maker at a variety of well-known firms. He is a graduate of Marquette University.

Many investors stick with the S&P 500 as the "default," despite the Nasdaq 100 delivering years of outperformance and maintaining a high correlation—meaning similar exposure with stronger return potential. Learn about the hidden cost of default decisions. By not reevaluating this default, investors may miss upside while still having access to comparable risk management tools available for both the S&P 500 and Nasdaq 100.

12:40 to 13:00

The Fear Trade: Geopolitics, Gold, and the Future of Defense

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Frank Holmes
Co-Founder and Executive Chairman, HIVE Digital Technologies, Ltd.

Frank Holmes

Co-Founder and Executive Chairman, HIVE Digital Technologies, Ltd.

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

Join Frank as he discusses how geopolitical tensions and unprecedented monetary policies are shaping opportunities across markets, why gold is hitting record highs, and how it can protect and grow wealth in uncertain times. Frank will also speak on how rising defense spending and AI-driven infrastructure create high-potential investments for the future.

13:00 to 15:00

Strategies and Risks for Sub-Weekly Stock Options*

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Steve Sosnick
Chief Strategist, Interactive Brokers

Steve Sosnick

Chief Strategist, Interactive Brokers

Steve Sosnick, chief strategist at Interactive Brokers, also serves as head trader of Timber Hill, the firm's trading division, and is a member of Interactive Brokers Group, the firm's holding company. He has held numerous roles in the organization since joining Timber Hill in 1995 as equity risk manager and an options market maker. Mr. Sosnick led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence. Much of his career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as chief options strategist and later chief strategist.

Options expirations cycles have been getting compressed. The first listed equity options had quarterly expirations, which then became monthly, weekly, and now daily for certain products. Traders have truly embraced short-term expirations, sometimes called "0DTE," with about half of total options volume occurring in options with a week or less to expiry. Steve Sosnick, chief strategist at Interactive Brokers, has nearly four decades of market experience, with nearly 25 of them spent as an options market maker. In this course, he'll explain why traders need to be aware not only of the opportunities in these options, but of the incremental risks that they can present. Plus, he'll teach you...

- The history of options expirations and why "triple witching" no longer causes much dread

- Why "0DTE" options can somehow be considered both the cheapest AND the most expensive options one can trade

- The advantages and disadvantages of cash-settled index options

- The potential risk of after-hours assignment in physically settled options, and why this risk can be greater with the newly listed Monday and Wednesday expirations on individual stocks

- Strategies for managing these unique risks and rewards

13:00 to 13:30

Meet and Greet with Anas Alhajji

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Anas Alhajji
Managing Partner, Energy Outlook Advisors LLC

Anas Alhajji

Managing Partner, Energy Outlook Advisors LLC

Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, influencer, investor, and speaker with more than 1,000 papers, articles, and columns to his credit. He advises governments, companies, financial institutions, and investors on various energy market issues. He focuses on the oil, gas, and energy markets outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy, employment, and technology in the oil and gas industry.

13:45 to 14:15

The Best Stocks & ETFs to Buy Now

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Louis Navellier
Founder and Chairman, Navellier & Associates

Louis Navellier

Founder and Chairman, Navellier & Associates

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

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

Tim Plaehn

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

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

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TG Watkins
Director of Stocks, Simpler Trading, Director of Stocks, Simpler Trading

TG Watkins

Director of Stocks, Simpler Trading, Director of Stocks, Simpler Trading

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

Our MoneyShow experts are the best in the business. They know their sectors, their strategies, and their stocks inside and out - and they'll share them with YOU. Emerging small caps. High-yield dividend plays. Semiconductor, defense, and mining picks. You can expect a little of everything. It's simple, straightforward, and potentially VERY profitable help you won't find elsewhere.

14:15 to 14:35

Latest Energy Market Insights and Trends

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Tim Davis
Co-Founder and Managing Partner, Basin Ventures

Tim Davis

Co-Founder and Managing Partner, Basin Ventures

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

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Adam Butcher
President and Managing Partner, Basin Ventures

Adam Butcher

President and Managing Partner, Basin Ventures

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

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

14:35 to 15:00

The Biggest Profit Opportunities in AI, Tech, Defense, Space & Robotics

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Sydney Armani
Chairman and CEO, AI Fintech World Group

Sydney Armani

Chairman and CEO, AI Fintech World Group

Sydney Armani is a seasoned Silicon Valley veteran with over 30 years of experience as an entrepreneur, investor, and advisor in emerging technologies. He is the founder of AI World Fund for AI Startups & Accelerator, a venture platform dedicated to supporting the next generation of AI innovation through strategic investment, mentorship, and growth acceleration.

speaker headshot

Michael Lee
Founder, Michael Lee Strategy

Michael Lee

Founder, Michael Lee Strategy

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

speaker headshot

Louis Navellier
Founder and Chairman, Navellier & Associates

Louis Navellier

Founder and Chairman, Navellier & Associates

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

AI and "Big Tech" stocks remain at the center of today's market leadership. Yet it's impossible to drown out concerns about rising valuations and the disruption caused by rapid innovation. Meanwhile, advances in defense technology, the private space industry, and robotics are opening up powerful new profit opportunities.

15:10 to 15:55

Oil and Gas Market Analysis : An Oil Producers Perspective

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Alan Girardot
President and CEO, Rush Creek Resources LLC

Alan Girardot

President and CEO, Rush Creek Resources LLC

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

As CEO of Rush Creek Resources, Alan will share his unique insights into current oil and gas market conditions — including commodity pricing trends, geopolitical shifts, and domestic challenges facing the oil markets in the U.S. You'll also learn about the coming AI storm, the Bitcoin boom occurring in oil, and how to position your portfolio for profits

15:10 to 15:55

Powering the Next Cycle: HIVE's Dual Engines of Bitcoin and AI

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Frank Holmes
Co-Founder and Executive Chairman, HIVE Digital Technologies, Ltd.

Frank Holmes

Co-Founder and Executive Chairman, HIVE Digital Technologies, Ltd.

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

Learn why HIVE gives investors exposure to not only the crypto ecosystem but AI solutions, why Paraguay is an emerging location for AI infrastructure, and how HIVE is a first mover here.

15:10 to 15:55

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

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Kevin Davitt
Head of Index Options Content, Nasdaq

Kevin Davitt

Head of Index Options Content, Nasdaq

Kevin Davitt is the head of Nasdaq's index options content. Mr. Davitt spent years focused on options education with an index emphasis at Cboe Global Markets. Prior to his exchange work, Mr. Davitt traded index, equity, and commodity futures and options as a market maker at a variety of well-known firms. He is a graduate of Marquette University.

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

15:30 to 17:30

Avoiding Red Flags in Crypto, While Capitalizing on Tokenization, Stablecoins, and More*

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Merlin Rothfeld
Director of Content Production, Trading Academy, Director of Content Production, Trading Academy

Merlin Rothfeld

Director of Content Production, Trading Academy, Director of Content Production, Trading Academy

Merlin Rothfeld is the director of content production at Trading Academy. As one of the first students of the academy, he took his expertise to Europe where he built financial training materials for banks, brokerages, and universities, including the first ever trading lab in Europe. He has led the development of OTA's digital asset program and is featured on the company's Monday Morning Must-Knows show.

The crypto market is bursting with opportunity - but it's also littered with landmines. In this eye-opening course, Merlin Rothfeld, senior director of Trading Academy, will pull back the curtain on the darker side of digital assets. Discover how to spot the warning signs of scam projects before they implode, avoid getting caught in "too good to be true" rug pulls, and navigate the fast-shifting regulatory landscape without getting blindsided. Get up-to-the-minute insights on tokenization of assets, the rise of Stablecoins, and other blockchain-driven developments you can capitalize on as an investor.

16:05 to 16:50

Carbon Energy Holdings, A Family Reserve

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Billy Kyle Smith
President, Carbon One Holdings

Billy Kyle Smith

President, Carbon One Holdings

Billy Kyle Smith is a results-driven professional from Pikeville, Kentucky, with a diverse background in operations, management, and environmental control. He has held roles with AEP Kentucky Power, UPS, and multiple coal and energy companies, building expertise in budgeting, compliance, and efficiency. A University of Pikeville BBA graduate in Accounting, Billy is skilled in QuickBooks and holds MET, CPR, and Dust certifications, consistently delivering strong operational results.

Join Billy Kyle Smith as he discusses...

- Experienced Leadership & Proven Expertise: Backed by decades of mining knowledge, Carbon Energy Holdings is led by seasoned industry professionals, including Bill Smith and Billy Kyle Smith, whose deep operational experience and track records drive strategic decision-making and execution.

- Strategic Asset Strength & Competitive Advantage: The company's reserve building projects and coal assets position it strongly against competitors, offering long-term resource security, operational efficiency, and a clear edge in market positioning.

- Scalable Growth in a Shifting Energy Market: With substantial reserves, long-term project viability, and alignment with evolving industry trends, Carbon Energy Holdings is well-positioned to capitalize on growth opportunities in an expanding and transitioning energy sector.

16:05 to 16:50

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

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JR Stockton
Senior Vice President, Vertical Petroleum Industries

JR Stockton

Senior Vice President, Vertical Petroleum Industries

J.R. Stockton serves as an independent senior vice president for Vertical Petroleum Industries, bringing more than eight years of dedicated service and leadership to the company. Specializing in partner acquisition, J.R. has been instrumental in the growth and expansion of Vertical Petroleum, successfully bringing in over 200 strategic partners throughout his tenure. With a deep understanding of both the operational and strategic sides of the industry, Mr. Stockton continues to drive innovation and excellence at Vertical Petroleum Industries.

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

16:05 to 16:50

Why Cryptocurrency Is the Best Money

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Jason Hommel
Miner, Blockchain Mint

Jason Hommel

Miner, Blockchain Mint

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

Over 20 monetary properties of Bitcoin better than gold. Providing a blueprint for cryptocurrencies of the future.

17:00 to 17:25

Digital Credit: The Future of Income

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

Jeff Walton

Chief Risk Officer & CEO of True North, Strive

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

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Matt Cole
Chief Executive Officer and Chief Investment Officer, Strive

Matt Cole

Chief Executive Officer and Chief Investment Officer, Strive

Matt Cole is Chairman and CEO of Strive, leading the firm as a Bitcoin treasury and structured finance company. Under his leadership, Strive has built a significant corporate Bitcoin treasury and introduced innovative capital instruments. He previously spent 15 years at CalPERS as a global fixed income Portfolio Manager, overseeing more than $70 billion in actively managed assets.

In a world where traditional fixed income struggles against persistent inflation, Digital Credit is emerging as the transformative alternative for income-seeking investors. Strive's CEO Matt Cole and Chief Risk Officer Jeff Walton will break down how Bitcoin treasury companies are issuing perpetual preferred credit instruments that generate sustainable double-digit yields with high liquidity and minimal volatility. Attendees will learn why Digital Credit could be the least volatile, most practical solution to the global savings and retirement crisis, and why it stands as the biggest idea in finance today.

17:25 to 17:45

Democratizing Microfinance: How InNova Global Fund is Connecting Investors with Kenya's Economic Revolution

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

Rudolfo Beltran

Vice President & Head of Capital Acquisition, InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNoval Global Fund, brings over three decades of extensive experience in brand management and sales within the beverage industry. His wealth of knowledge has been instrumental in driving growth and success as they strive to make a positive impact through micro-lending in Kenya.

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

17:45 to 18:15

Tips, Tactics and Strategies for Options Trading

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Steve Sosnick
Chief Strategist, Interactive Brokers

Steve Sosnick

Chief Strategist, Interactive Brokers

Steve Sosnick, chief strategist at Interactive Brokers, also serves as head trader of Timber Hill, the firm's trading division, and is a member of Interactive Brokers Group, the firm's holding company. He has held numerous roles in the organization since joining Timber Hill in 1995 as equity risk manager and an options market maker. Mr. Sosnick led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence. Much of his career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as chief options strategist and later chief strategist.

speaker headshot

Kevin Davitt
Head of Index Options Content, Nasdaq

Kevin Davitt

Head of Index Options Content, Nasdaq

Kevin Davitt is the head of Nasdaq's index options content. Mr. Davitt spent years focused on options education with an index emphasis at Cboe Global Markets. Prior to his exchange work, Mr. Davitt traded index, equity, and commodity futures and options as a market maker at a variety of well-known firms. He is a graduate of Marquette University.

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Nick Salvatore
Professional Options Trader, SMB Capital

Nick Salvatore

Professional Options Trader, SMB Capital

Nick Salvatore is a professional options trader with SMB Capital, specializing in systematic, delta-neutral strategies. His trading focuses on volatility, income generation, and disciplined risk management, with an emphasis on repeatable processes and consistent execution across various market conditions.

It's the TRADER'S turn now! Our options trading "All Stars" will share their favorite tips, tactics, and strategies for today's market. As new AI-based trading systems proliferate ... and the number and type of options vehicles you can trade grows ... staying educated on the latest developments is the key to success. This panel will ensure you do.

18:45 to 20:00

Cowboy Party & Networking Reception

After a full day of learning, network, laugh, dance, and enjoy an unforgettable evening with fellow investors, traders, and experts! Kick back with your favorite cocktail, wine, or other beverage - and top-notch hors d'oeuvres - while you discuss and debate the recommendations you heard today. Enjoy live music, line dancing instructors, and a fabulous DJ!

16:10 to 16:55

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

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JR Stockton
Senior Vice President, Vertical Petroleum Industries

JR Stockton

Senior Vice President, Vertical Petroleum Industries

J.R. Stockton serves as an independent senior vice president for Vertical Petroleum Industries, bringing more than eight years of dedicated service and leadership to the company. Specializing in partner acquisition, J.R. has been instrumental in the growth and expansion of Vertical Petroleum, successfully bringing in over 200 strategic partners throughout his tenure. With a deep understanding of both the operational and strategic sides of the industry, Mr. Stockton continues to drive innovation and excellence at Vertical Petroleum Industries.

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

17:05 to 17:50

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

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Merlin Rothfeld
Director of Content Production, Trading Academy, Director of Content Production, Trading Academy

Merlin Rothfeld

Director of Content Production, Trading Academy, Director of Content Production, Trading Academy

Merlin Rothfeld is the director of content production at Trading Academy. As one of the first students of the academy, he took his expertise to Europe where he built financial training materials for banks, brokerages, and universities, including the first ever trading lab in Europe. He has led the development of OTA's digital asset program and is featured on the company's Monday Morning Must-Knows show.

Merlin will demystify cryptocurrencies, NFTs, DeFi, and more, offering you practical frameworks to evaluate opportunities, manage risks, and build a diversified portfolio. Plus, he will teach you how to separate signal from noise through qualitative and quantitative analysis, including details on understanding blockchain fundamentals and leveraging cutting-edge research tools. Explore emerging trends, navigate regulatory landscapes, and master security best practices with actionable insights tailored for both novices and seasoned investors.

17:05 to 17:50

How I became a Day Trader

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Thor Young
Author, Trader, Co-Founder - Market Alchemists, Author, Trader, Co-Founder - Market Alchemists

Thor Young

Author, Trader, Co-Founder - Market Alchemists, Author, Trader, Co-Founder - Market Alchemists

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

For this breakout session, Thor will share his journey to becoming a full-time day trader, including key turning points, lessons learned, and challenges faced along the way. From early struggles and costly mistakes to developing a structured, rules-based approach, this session will provide insight into what it truly takes to build a sustainable career in trading. Attendees will gain a realistic perspective on the mindset, discipline, and resilience required to navigate the learning curve, as well as the frameworks that helped transform trading from a high-risk endeavor into a professional process.

17:05 to 17:50

The Next Big Thing to Invest In

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Simon Erickson
Founder & CEO, 7investing.com, Founder & CEO, 7investing.com

Simon Erickson

Founder & CEO, 7investing.com, Founder & CEO, 7investing.com

Simon Erickson is the founder and CEO of 7investing. He is one of the stock market's most forward-looking investors, focused on identifying disruptive innovation and finding developing trends before others may even be aware of them. Mr. Erickson previously worked for seven years at The Motley Fool, where he most recently served as lead advisor of Motley Fool Explorer. In this role, he ran an investment newsletter that profiled innovative trends, personally directed more than $1 million of funds into a real-money investment account, and managed a team of 22 people.

Investors are always looking for "The next big thing"—and fortunes await those whose crystal ball can predict where the future is heading. Simon will provide you with a first-hand look at several of the world's most intriguing developing trends, the specific things to watch for, and the most promising potential investment opportunities.

17:05 to 17:50

How To Not Run Out of Money in Retirement

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

Tim Plaehn

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

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

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

17:50 to 18:20

Themes for 2026: What to Expect for the Rest of This Year

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Stephanie Link
Chief Investment Strategist and Portfolio Manager, Hightower Advisors, LLC, Chief Investment Strategist and Portfolio Manager, Hightower Advisors, LLC

Stephanie Link

Chief Investment Strategist and Portfolio Manager, Hightower Advisors, LLC, Chief Investment Strategist and Portfolio Manager, Hightower Advisors, LLC

Stephanie Link is the chief investment strategist, head of investment solutions, and equity portfolio manager at Hightower Advisors, a national wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices. In addition, Ms. Link runs multiple equity strategies within the Investment Solutions group.

In this informative and actionable presentation, Stephanie will discuss key themes for 2026. She will also provide a clear vision of what to expect going forward in the economy and earnings, and what moves you can make to capitalize on those trends

18:20 to 18:45

The New World Order: Geopolitics, Public Policy, and Your Portfolio

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Victoria Fernandez
Chief Market Strategist, Crossmark Global Investments, Chief Market Strategist, Crossmark Global Investments

Victoria Fernandez

Chief Market Strategist, Crossmark Global Investments, Chief Market Strategist, Crossmark Global Investments

Victoria Fernandez joined Crossmark in July 2012 and serves as the chief market strategist. She works with the firm's executive and research teams to analyze current market trends and provide comments to the media and public about Crossmark's investment outlook on networks including Bloomberg, CNBC, Fox Business, and Yahoo Finance. Ms. Fernandez is also responsible for managing the Crossmark Fixed Income Investment team while serving as portfolio manager for taxable fixed-income products.

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Stephanie Link
Chief Investment Strategist and Portfolio Manager, Hightower Advisors, LLC, Chief Investment Strategist and Portfolio Manager, Hightower Advisors, LLC

Stephanie Link

Chief Investment Strategist and Portfolio Manager, Hightower Advisors, LLC, Chief Investment Strategist and Portfolio Manager, Hightower Advisors, LLC

Stephanie Link is the chief investment strategist, head of investment solutions, and equity portfolio manager at Hightower Advisors, a national wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices. In addition, Ms. Link runs multiple equity strategies within the Investment Solutions group.

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Gordon Chang
Author: The Great US-China Tech War

Gordon Chang

Author: The Great US-China Tech War

GORDON G. CHANG is the author of Plan Red: China's Project to Destroy America and The Coming Collapse of China. His other works include The Great U.S.-China Tech War and China Is Going to War. Chang lived and worked in China and Hong Kong for almost two decades practicing law in Shanghai. He is a columnist at Newsweek and writes regularly for The Hill and other publications. Mr. Chang has given briefings at the National Intelligence Council, Central Intelligence Agency, State Department, and the Pentagon. Chang has appeared before the House Committee on Foreign Affairs and the U.S.-China Economic and Security Review Commission. He has also spoken before industry and investor groups including Bloomberg, Sanford Bernstein, Economic Club of New York, Royal Bank of Scotland, Credit Lyonnais Securities Asia, American Chamber of Commerce, Bank of America, Standard Chartered Bank, Federal Home Loan Bank of Cincinnati, and the California Association of Public Retirement Systems. He frequently appears on Fox News, Fox Business, Newsmax TV, CNN, and CNBC.

In the New World Order, investors have to pay closer attention to geopolitics and public policy than every before. Developments in Washington, Beijing, Moscow, Brussels, and elsewhere will have significant impacts on key capital markets and market sectors. Moreover, Fed leadership is shifting with Jay Powell exiting and Kevin Warsh coming in. Our distinguished panel will help you understand the impact of these stark changes - and explain how to proactively position for them in your portfolio. Do NOT miss this impactful and actionable session.

07:30 to 08:15

Vertical Petroleum Industries Sunrise Session (by invitation only)

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JR Stockton
Senior Vice President, Vertical Petroleum Industries

JR Stockton

Senior Vice President, Vertical Petroleum Industries

J.R. Stockton serves as an independent senior vice president for Vertical Petroleum Industries, bringing more than eight years of dedicated service and leadership to the company. Specializing in partner acquisition, J.R. has been instrumental in the growth and expansion of Vertical Petroleum, successfully bringing in over 200 strategic partners throughout his tenure. With a deep understanding of both the operational and strategic sides of the industry, Mr. Stockton continues to drive innovation and excellence at Vertical Petroleum Industries.

By Invitation Only

08:15 to 08:30

Welcome Remarks

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Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.

08:30 to 08:55

Energy Reset? Not really. Reality is a Binding Constraint

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Kenneth Medlock Ph.D.
Senior Director, Senior Director, Center for Energy Studies, Baker Institute for Public Policy

Kenneth Medlock Ph.D.

Senior Director, Senior Director, Center for Energy Studies, Baker Institute for Public Policy

Kenneth B. Medlock III, Ph.D., is a leading energy economist, serving as Senior Director of the Center for Energy Studies at Rice University’s Baker Institute and director of the Master of Energy Economics program. An expert in global energy markets, he has published extensively, advised U.S. agencies, and testified before Congress. A frequent international speaker, he has received numerous honors, including the OPEC Award for Research recognizing his career in energy analysis.

Kenneth will explore the evolving discussions on energy markets and the shifting landscape of energy outlooks. You'll learn how economics, technology, and policy all intersect to shape outcomes - and why supply chain depth is a fundamental feature of sustained commercial success. Understanding this can illuminate when and where policy interventions will face significant headwinds in the long run.

08:55 to 09:25

America's Power Grid: Pressures, Policy, and Profits

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Rob Gramlich
Founder and President, Grid Strategies LLC

Rob Gramlich

Founder and President, Grid Strategies LLC

Rob Gramlich is president of Grid Strategies LLC, a D.C. consultancy on transmission and power markets for reliable, affordable, sustainable energy. He co-founded Americans for a Clean Energy Grid, WATT Coalition, AMP Coalition, Macro Grid Initiative, and Future Power Markets Forum. He's testified before Congress, FERC, and state agencies and received awards from FERC, ESI, The Hill, and AWEA. Formerly SVP/Interim CEO at AWEA, he holds an MPP from UC Berkeley and a BA (Honors) in Economics from Colby College.

Get the latest insights on the state of the U.S. power grid, including policy and regulatory developments, the impact of data centers on energy demand, generation and transmission needs, and where there are opportunities for greater investment.

09:25 to 09:40

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

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Kevin Bidner
CEO and Founder, The Hotel Communication Network

Kevin Bidner

CEO and Founder, The Hotel Communication Network

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

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

09:40 to 10:05

2026 Stock Market Outlook: Analyzing Economic, Political & Sentiment Drivers

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Jess Strenk
Securities Analyst, Fisher Investments

Jess Strenk

Securities Analyst, Fisher Investments

Jess Strenk is a securities analyst at Fisher Investments, where she focuses on bottom-up analysis of industrial companies. As part of Fisher Investments' in-house securities research team, she analyzes current and prospective equities, evaluates company fundamentals and competitive positioning, and identifies securities that align with the firm's top-down market views and portfolio themes. Her research and analysis help inform portfolio decisions and contribute to Fisher Investments' global, client-focused investment management process.

In this presentation, Jess will break down the key global economic drivers and provide a clear view of Fisher Investments' expectations for what lies ahead.

10:05 to 10:10

Mark Mobius Video Tribute

10:15 to 10:45

Where do I Invest Now? Demand, Supply, Pricing, & More

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Tim Davis
Co-Founder and Managing Partner, Basin Ventures

Tim Davis

Co-Founder and Managing Partner, Basin Ventures

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

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Anas Alhajji
Managing Partner, Energy Outlook Advisors LLC

Anas Alhajji

Managing Partner, Energy Outlook Advisors LLC

Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, influencer, investor, and speaker with more than 1,000 papers, articles, and columns to his credit. He advises governments, companies, financial institutions, and investors on various energy market issues. He focuses on the oil, gas, and energy markets outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy, employment, and technology in the oil and gas industry.

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Rob Gramlich
Founder and President, Grid Strategies LLC

Rob Gramlich

Founder and President, Grid Strategies LLC

Rob Gramlich is president of Grid Strategies LLC, a D.C. consultancy on transmission and power markets for reliable, affordable, sustainable energy. He co-founded Americans for a Clean Energy Grid, WATT Coalition, AMP Coalition, Macro Grid Initiative, and Future Power Markets Forum. He's testified before Congress, FERC, and state agencies and received awards from FERC, ESI, The Hill, and AWEA. Formerly SVP/Interim CEO at AWEA, he holds an MPP from UC Berkeley and a BA (Honors) in Economics from Colby College.

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Kenneth Medlock Ph.D.
Senior Director, Senior Director, Center for Energy Studies, Baker Institute for Public Policy

Kenneth Medlock Ph.D.

Senior Director, Senior Director, Center for Energy Studies, Baker Institute for Public Policy

Kenneth B. Medlock III, Ph.D., is a leading energy economist, serving as Senior Director of the Center for Energy Studies at Rice University’s Baker Institute and director of the Master of Energy Economics program. An expert in global energy markets, he has published extensively, advised U.S. agencies, and testified before Congress. A frequent international speaker, he has received numerous honors, including the OPEC Award for Research recognizing his career in energy analysis.

What does 2026 have in store for the energy markets? Our leading MoneyShow experts will have the answers for you. Everything from the Trump Administration's moves in Venezuela to geopolitical upheaval in Iran is upending the global oil, gas, and product markets. Throw in concerns about petroleum supplies at sea, questions about production here at home, and the impact of AI-driven power demand on natural gas markets, and you can see why it's a confusing time to be an energy investor.

10:45 to 11:15

Meet and Greet with Rob Gramlich

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Rob Gramlich
Founder and President, Grid Strategies LLC

Rob Gramlich

Founder and President, Grid Strategies LLC

Rob Gramlich is president of Grid Strategies LLC, a D.C. consultancy on transmission and power markets for reliable, affordable, sustainable energy. He co-founded Americans for a Clean Energy Grid, WATT Coalition, AMP Coalition, Macro Grid Initiative, and Future Power Markets Forum. He's testified before Congress, FERC, and state agencies and received awards from FERC, ESI, The Hill, and AWEA. Formerly SVP/Interim CEO at AWEA, he holds an MPP from UC Berkeley and a BA (Honors) in Economics from Colby College.

11:15 to 11:45

Is There an AI Bubble and When Will It Pop?

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Paul Meeks
Head of Tech Research, Freedom Capital Markets

Paul Meeks

Head of Tech Research, Freedom Capital Markets

Paul Meeks is a leading tech investor and analyst since the 1980s, focusing 30+ years on technology transitions from AI to quantum computing. He created and managed what became the world's largest tech mutual fund franchise and appears in media worldwide. A CFA and CAIA, he holds two BAs from Williams College and an MM (MBA) from Kellogg. He teaches finance at The Citadel and is Head of Tech Research at Freedom Capital Markets.

Paul is among the best-known, most widely followed tech investors. He has been a Street equity analyst, portfolio manager, research director, or chief investment officer at marquee firms since the 1980s. During this session, he’ll share his take on the AI boom/bubble debate…and what steps to take as an investor to navigate what comes next.

11:45 to 12:15

Wall Street has a new address — Y'All Street

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Jeff Karcher
Global Managing Director, Texas Stock Exchange, Global Managing Director, Texas Stock Exchange

Jeff Karcher

Global Managing Director, Texas Stock Exchange, Global Managing Director, Texas Stock Exchange

Jeff brings more than three decades of experience in U.S. equity markets and international equity research. Prior to joining TXSE, Jeff spent nine years leading the listings business at the New York Stock Exchange in the southeast. He joined NYSE after spending almost 30 years working in capital markets in a variety of business development, research management, and product development roles. Jeff has his CETF® certification and had been active in the Atlanta regional business community and now in the Dallas area.

There has been a significant shift over the last number of years for the center of capitalism moving from New York to Dallas. The Texas Stock Exchange is now the epicenter of future growth in Texas. It is the only fully integrated national securities exchange headquartered in Dallas and will begin operating in 2026

12:15 to 13:00

Around the World With KT McFarland - How The US Is Resetting the Global Chessboard

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Kathleen "KT" McFarland
Former Deputy National Security Advisor, The Trump Administration, Former Deputy National Security Advisor, The Trump Administration

Kathleen "KT" McFarland

Former Deputy National Security Advisor, The Trump Administration, Former Deputy National Security Advisor, The Trump Administration

KT McFarland is one of the country's best known foreign policy experts and a key architect of conservative national security strategy. As President Trump's Deputy National Security Advisor in his first term, she played a pivotal role in shaping the "America First" and "Peace through Strength" doctrines. KT has been a media commentator for decades, appearing on Fox News, Fox Business News, Newsmax, and other national and international news programs. She appears frequently on podcasts, documentaries and radio. A bestselling author, her book Revolution: Trump, Washington, and "We the People" offers profound insights into the Trump presidency, U.S. China and Russia relations, and American exceptionalism. KT's career spans five decades, beginning as a White House aide to Dr. Henry Kissinger in the Nixon and Ford Administrations and culminating at the National Security Council with President Trump. She served in the Pentagon as a senior speechwriter, press spokesperson, and Deputy Assistant Secretary of Defense in the Reagan Administration. Her notable achievements include drafting the Weinberger Doctrine and contributing to President Reagan's iconic "Star Wars" speech. For her service, she received the Defense Department's highest civilian honor, the Distinguished Service Award. KT holds a B.A. in Chinese Studies from George Washington University, an M.A. in Politics, Philosophy, and Economics from Oxford, and completed Ph.D. coursework at MIT, focusing on nuclear weapons, China, and the Soviet Union.

2026 is the year that everything changes. The old post-World War II international order is fading away. What will take its place? Who will drive the change? How will it happen? Where are the flashpoints? KT McFarland explains why the United States is the only country capable of resetting the global chessboard.

13:15 to 14:00

Meet and Greet and Book Signing with KT McFarland

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Kathleen "KT" McFarland
Former Deputy National Security Advisor, The Trump Administration, Former Deputy National Security Advisor, The Trump Administration

Kathleen "KT" McFarland

Former Deputy National Security Advisor, The Trump Administration, Former Deputy National Security Advisor, The Trump Administration

KT McFarland is one of the country's best known foreign policy experts and a key architect of conservative national security strategy. As President Trump's Deputy National Security Advisor in his first term, she played a pivotal role in shaping the "America First" and "Peace through Strength" doctrines. KT has been a media commentator for decades, appearing on Fox News, Fox Business News, Newsmax, and other national and international news programs. She appears frequently on podcasts, documentaries and radio. A bestselling author, her book Revolution: Trump, Washington, and "We the People" offers profound insights into the Trump presidency, U.S. China and Russia relations, and American exceptionalism. KT's career spans five decades, beginning as a White House aide to Dr. Henry Kissinger in the Nixon and Ford Administrations and culminating at the National Security Council with President Trump. She served in the Pentagon as a senior speechwriter, press spokesperson, and Deputy Assistant Secretary of Defense in the Reagan Administration. Her notable achievements include drafting the Weinberger Doctrine and contributing to President Reagan's iconic "Star Wars" speech. For her service, she received the Defense Department's highest civilian honor, the Distinguished Service Award. KT holds a B.A. in Chinese Studies from George Washington University, an M.A. in Politics, Philosophy, and Economics from Oxford, and completed Ph.D. coursework at MIT, focusing on nuclear weapons, China, and the Soviet Union.

13:30 to 15:30

How to Day Trade Futures*

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Thor Young
Author, Trader, Co-Founder - Market Alchemists, Author, Trader, Co-Founder - Market Alchemists

Thor Young

Author, Trader, Co-Founder - Market Alchemists, Author, Trader, Co-Founder - Market Alchemists

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

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Vanessa Charland
Lead Trader Performance & Mindfulness Instructor, Market Alchemists and PCT

Vanessa Charland

Lead Trader Performance & Mindfulness Instructor, Market Alchemists and PCT

Dr. Vanessa Charland is a clinician, trading performance mentor, hypnotherapist, and mindfulness instructor with over a decade of experience. Since 2012, she has worked in both hospitals and private clinics, providing evidence-based care to individuals facing a wide range of challenges. Dr. Charland also specializes in trading psychology, helping traders and high-performance professionals develop emotional discipline, mental resilience, and optimal decision-making strategies.

Are you ready to level up your futures trading tactics? Then this course is right up your alley. It's designed to teach traders how to day trade index, commodity, and metals futures using a structured, rules-based framework grounded in market auction principles and institutional order flow. Helped by materials drawn from Thor's book, A Complete Day Trading System, participants will learn how to:

- Build consistency through process, discipline, and repeatable execution - Use cutting-edge indicators and advanced volume-based tools to get deeper insight into market behavior, helping them make informed decisions rather than emotional ones

The goal is not just to find trades, but to develop a processional approach to risk, performance, and long-term sustainability in the future markets.

14:00 to 14:45

The Delta-Neutral Edge: Turning Volatility into Consistent Income

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Nick Salvatore
Professional Options Trader, SMB Capital

Nick Salvatore

Professional Options Trader, SMB Capital

Nick Salvatore is a professional options trader with SMB Capital, specializing in systematic, delta-neutral strategies. His trading focuses on volatility, income generation, and disciplined risk management, with an emphasis on repeatable processes and consistent execution across various market conditions.

Learn how traders use delta - neutral strategies to generate consistent options income. Discover why volatility and time decay matter more than market direction. Understand how managing risk and exposure - not predictions - drives consistency in options trading.

14:00 to 14:45

How To Trade Longer Term Trends From A Technicians Perspective

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TG Watkins
Director of Stocks, Simpler Trading, Director of Stocks, Simpler Trading

TG Watkins

Director of Stocks, Simpler Trading, Director of Stocks, Simpler Trading

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

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

14:00 to 14:45

Is Deflation a Threat to Economic Prosperity?

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Louis Navellier
Founder and Chairman, Navellier & Associates

Louis Navellier

Founder and Chairman, Navellier & Associates

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

Asia and most of Europe are shrinking fast and losing households. Only India and the US have household formation. The US is still pro-family, but immigration is still necessary to boost household formation. Eventually, aging populations reach a point where they curtail consumption and deflationary forces spread. Additionally, low crude oil prices and the deflation the US is importing from China raises deflationary fears. Louis will reveal his best defensive stocks that will prosper in a deflationary environment.

14:00 to 14:45

The #1 Reason the Gold Bull Will Keep Bucking—And the Stocks That Offer the Best Value Right Now

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Jeff Clark
Senior Analyst, TheGoldAdvisor.com

Jeff Clark

Senior Analyst, TheGoldAdvisor.com

An accomplished analyst, author, and speaker, Jeff Clark is a globally recognized authority on precious metals. The son of an award-winning gold panner, with family-owned mining claims in California, Arizona, and Nevada, he has deep roots in the industry. An active investor, with a love of writing, Mr. Clark eventually became a mining industry analyst, including 10 years as senior editor for the world-renowned publication BIG GOLD. He has been a regular conference speaker, including at Cambridge House, Silver Symposium, MoneyShow, New Orleans, and many others. Mr. Clark provides free mining stock analysis at TheGoldAdvisor.com, market commentary at GoldSilver.com, serves on the advisory board at Strategic Wealth Preservation in Grand Cayman, and covers mining stocks for Silver Chartist.

The data show the gold bull market is not near a peak—here's how much higher and longer it can go. Jeff will identify the #1 reason to remain bullish on gold & gold stocks, and what it implies going forward. Mining stocks have spiked, but many strong values remain. Jeff will provide the stock picks he's excited about, especially new names that are flying under the radar.

14:55 to 15:40

Introducing InNova Global Fund: Empowering Change Through Microfinance in Kenya

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

Rudolfo Beltran

Vice President & Head of Capital Acquisition, InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNoval Global Fund, brings over three decades of extensive experience in brand management and sales within the beverage industry. His wealth of knowledge has been instrumental in driving growth and success as they strive to make a positive impact through micro-lending in Kenya.

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

14:55 to 15:40

What the Average Millionaire Knows and Loves About Private Lending and Why You Should, Too

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Tim Stamps
COO, Copper River Funding, LLC, COO, Copper River Funding, LLC

Tim Stamps

COO, Copper River Funding, LLC, COO, Copper River Funding, LLC

Timothy M. Stamps, chief operating officer and oversees the day-to-day operations, ensuring smooth processes and efficient loan approvals. With a passion for operational excellence, they keep CRF running at peak performance. Mr. Stamps cofounded the company and has specialized in commercial real estate loans since 2008, with experience in conventional and SBA lending, managing large loan portfolios, and private bridge financing. He holds a BBA in Marketing from Sam Houston State University and an MBA in Entrepreneurship from the University of Oklahoma. As a former college football player, he values teamwork and collaboration to achieve common goals.

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Craig Gaudio
CEO, Copper River Funding, LLC

Craig Gaudio

CEO, Copper River Funding, LLC

Craig Gaudio is the co-founder and CEO of Copper River Funding. He has 24 years of experience in the financial services industry. Since 2008, the firm has helped successful investors achieve their investment goals by creating opportunities to engage in private commercial bridge lending secured by real estate collateral. Mr. Gaudio co-developed a turnkey solution that enables clients to access this high-yielding alternative investment through a direct lending platform or a diversified, actively managed fund.

Private commercial bridge loans offer an uncommon, attractive combination of high contractual returns and consistent cash flow while being well secured by commercial real property, first-lien protection.

14:55 to 15:40

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

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Tim Davis
Co-Founder and Managing Partner, Basin Ventures

Tim Davis

Co-Founder and Managing Partner, Basin Ventures

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

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Adam Butcher
President and Managing Partner, Basin Ventures

Adam Butcher

President and Managing Partner, Basin Ventures

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

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

15:40 to 16:10

Meet and Greet with Louie Navellier

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Louis Navellier
Founder and Chairman, Navellier & Associates

Louis Navellier

Founder and Chairman, Navellier & Associates

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

16:00 to 18:00

Consistent Setups to Time the Strongest Market Themes*

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TG Watkins
Director of Stocks, Simpler Trading, Director of Stocks, Simpler Trading

TG Watkins

Director of Stocks, Simpler Trading, Director of Stocks, Simpler Trading

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

After more than 15 years as a professional trader, TG Watkins has distilled his trading method into a few key setups. In this course, the director of stocks at Simpler Trading will teach you…

- Which patterns exist everywhere in the charts, right in front of you—and how once he reveals them, you will never see charts the same way

- Why many traders jump in too late or too early for a market theme…and how adding a few fundamental components to your rules can make you much more accurate

- How he was able to pinpoint the "Tariff Tantrum" lows—and capture a 2,060% 30-Day Options trade on SOXL plus a 450% account gain—in six months

Plus, what lessons YOU can apply from that in your own trading accounts.

16:10 to 16:55

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

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Kevin Bidner
CEO and Founder, The Hotel Communication Network

Kevin Bidner

CEO and Founder, The Hotel Communication Network

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

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.

16:10 to 16:55

Meet Dryden Gold Corp: Advancing High-Grade Gold Discoveries Across a Strategic Canadian Land Package

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Trey Wasser
CEO & Director, Dryden Gold Corp.

Trey Wasser

CEO & Director, Dryden Gold Corp.

Trey Wasser has served as president & ceo of Ely Gold Royalties Inc., 2010-2021. He helped transform Ely Gold from an $6M exploration/development company to $300M royalty company – eventually being sold to Gold Royalty Corp. Previously, Mr. Wasser was president & director of research for Pilot Point Partners specializing in precious metal mining and oil & gas development. Trey has been involved in brokerage and venture capital business for over 40 years, including bond salesman and trader with Merrill Lynch, Kidder Peabody and Paine Webber. His clientele included Fortune 100 companies & institutional money managers.

Explore the investment potential behind one of Canada's newest and most underexplored high-grade gold districts in this compelling session featuring Dryden Gold. Strategically positioned along the Trans-Canada Highway in Ontario—one of the world's safest and most mining-friendly jurisdictions—Dryden Gold is advancing exploration across a large, highly prospective land package. With Canada ranking among the world's leading gold producers and Ontario historically yielding more than 175 million ounces of gold from exceptionally high-grade deposits, this session will examine the region's geological significance, current exploration progress, and how Dryden Gold aims to create long-term value for shareholders and strategic investors through discovery-driven growth.

07:30 to 08:15

VIP-Pro Breakfast

As an exclusive perk, our Pro members will enjoy an all-American breakfast featuring seasonal fresh fruit, bakery fresh pastries & muffins, cage-free scrambled eggs, applewood smoked bacon, chicken sausage, and skillet potatoes, along with coffee, tea, and juice. Share intimate and productive conversations with your fellow VIPs while you dine.

08:30 to 08:40

Welcome Remarks

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Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.

08:40 to 09:10

How to Invest in the Current Macro Environment

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Victoria Fernandez
Chief Market Strategist, Crossmark Global Investments, Chief Market Strategist, Crossmark Global Investments

Victoria Fernandez

Chief Market Strategist, Crossmark Global Investments, Chief Market Strategist, Crossmark Global Investments

Victoria Fernandez joined Crossmark in July 2012 and serves as the chief market strategist. She works with the firm's executive and research teams to analyze current market trends and provide comments to the media and public about Crossmark's investment outlook on networks including Bloomberg, CNBC, Fox Business, and Yahoo Finance. Ms. Fernandez is also responsible for managing the Crossmark Fixed Income Investment team while serving as portfolio manager for taxable fixed-income products.

Based on the rate trajectory of global central banks, does fixed income make sense in your portfolio. With our outlook for 2026, does it make sense to keep some defensive positioning in the equity allocation of your portfolio? How do I buffer volatility in my portfolio?

09:10 to 09:45

The Return of the Balanced Portfolio

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Jonathan Hoenig
Portfolio Manager, Capitalistpig Asset Management, LLC, Portfolio Manager, Capitalistpig Asset Management, LLC

Jonathan Hoenig

Portfolio Manager, Capitalistpig Asset Management, LLC, Portfolio Manager, Capitalistpig Asset Management, LLC

Jonathan Hoenig is the portfolio manager at Capitalistpig Asset Management, LLC, a highly successful private partnership that he has run since 2000. A former floor trader at the Chicago Board of Trade, he authored several books, with his most recent book, Price is Primary, published in 2021. Mr. Hoenig appears regularly on FOX News Channel and has written for several publications, including the Wall Street Journal Europe, Wired, Trader Monthly, and SmartMoney.com. He was named one of Crain's "Forty Under Forty," and is a member of the Economic Club of Chicago, as well as a proponent of Ayn Rand's philosophy of objectivism.

For years, investors were told diversification didn't matter. Low rates and rising markets made stocks seem like the only asset worth owning. That era is over. In this keynote, Jonathan Hoenig, a Fox News contributor and former floor trader, explains why the balanced portfolio is back—and why an all-stock approach exposes investors to unnecessary risk. As interest rates, inflation concerns, and volatility reshape markets, portfolios must adapt. Hoenig outlines the role of stocks, bonds, and alternative assets in managing risk, generating income, and preserving capital. In today's environment, balance isn't outdated—it's essential.

09:45 to 10:30

China in an Age of Disruption and Deglobalization

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Gordon Chang
Author: The Great US-China Tech War

Gordon Chang

Author: The Great US-China Tech War

GORDON G. CHANG is the author of Plan Red: China's Project to Destroy America and The Coming Collapse of China. His other works include The Great U.S.-China Tech War and China Is Going to War. Chang lived and worked in China and Hong Kong for almost two decades practicing law in Shanghai. He is a columnist at Newsweek and writes regularly for The Hill and other publications. Mr. Chang has given briefings at the National Intelligence Council, Central Intelligence Agency, State Department, and the Pentagon. Chang has appeared before the House Committee on Foreign Affairs and the U.S.-China Economic and Security Review Commission. He has also spoken before industry and investor groups including Bloomberg, Sanford Bernstein, Economic Club of New York, Royal Bank of Scotland, Credit Lyonnais Securities Asia, American Chamber of Commerce, Bank of America, Standard Chartered Bank, Federal Home Loan Bank of Cincinnati, and the California Association of Public Retirement Systems. He frequently appears on Fox News, Fox Business, Newsmax TV, CNN, and CNBC.

China's economy - and the country itself - are in downward spirals. But are these trends irreversible? At the same time, the Chinese stock market is hot. Why are equities disconnected from fundamentals? Learn how today, in a world of disruption, extrapolation is the least useful tools for predictions - from one of the nation's foremost China experts.

10:30 to 11:00

Meet and Greet with Gordon Chang

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Gordon Chang
Author: The Great US-China Tech War

Gordon Chang

Author: The Great US-China Tech War

GORDON G. CHANG is the author of Plan Red: China's Project to Destroy America and The Coming Collapse of China. His other works include The Great U.S.-China Tech War and China Is Going to War. Chang lived and worked in China and Hong Kong for almost two decades practicing law in Shanghai. He is a columnist at Newsweek and writes regularly for The Hill and other publications. Mr. Chang has given briefings at the National Intelligence Council, Central Intelligence Agency, State Department, and the Pentagon. Chang has appeared before the House Committee on Foreign Affairs and the U.S.-China Economic and Security Review Commission. He has also spoken before industry and investor groups including Bloomberg, Sanford Bernstein, Economic Club of New York, Royal Bank of Scotland, Credit Lyonnais Securities Asia, American Chamber of Commerce, Bank of America, Standard Chartered Bank, Federal Home Loan Bank of Cincinnati, and the California Association of Public Retirement Systems. He frequently appears on Fox News, Fox Business, Newsmax TV, CNN, and CNBC.

10:30 to 12:30

Mastering Your Trading Workflow: Build a Business That Maximizes Profit Potential—On Your Schedule*

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Julie Manz
Co-Founder and Contributor, TraderInsight.com, Co-Founder and Contributor, TraderInsight.com

Julie Manz

Co-Founder and Contributor, TraderInsight.com, Co-Founder and Contributor, TraderInsight.com

Dr. Julie Manz has been a successful professional equities trader for over two decades. She provides education to serious traders who are looking to add intraday trading to their repertoire. For nearly a decade, Dr. Manz has been training Mastermind members in the elements necessary for successful daily income trading. She has a PhD in social psychology and is an expert in trading psychology, helping traders in all markets be more effective with their strategies. Through their program, the 12-month Traderinsight Income Trader's Bootcamp, Coaching Program, and Mastermind Group, Julie and Adrian Manz have propelled a range of students who want to include intraday income trading into their portfolios.

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

Adrian Manz

Co-Founder and Daily Contributor, TraderInsight.com

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

What if your trading business was designed to maximize your profit potential and protect your time? In this in-depth MoneyMasters Course, Adrian and Julie Manz, full-time traders and Ph.D. psychologists, will walk you through the exact workflow they've used for nearly 30 years to generate consistent trading income - while maintaining control over their schedule and lifestyle. You'll learn how to:

- Build a structured trading day that aligns with your personal energy, attention, and performance windows - whether you want ot trade the opening bell, the closing hour, or automate your entire session

- Build both fully automated and discretionary plans, with clearly defined rules and risk parameters.

11:15 to 12:15

Stop Litigating, Start Cultivating

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Jonathan Hoenig
Portfolio Manager, Capitalistpig Asset Management, LLC, Portfolio Manager, Capitalistpig Asset Management, LLC

Jonathan Hoenig

Portfolio Manager, Capitalistpig Asset Management, LLC, Portfolio Manager, Capitalistpig Asset Management, LLC

Jonathan Hoenig is the portfolio manager at Capitalistpig Asset Management, LLC, a highly successful private partnership that he has run since 2000. A former floor trader at the Chicago Board of Trade, he authored several books, with his most recent book, Price is Primary, published in 2021. Mr. Hoenig appears regularly on FOX News Channel and has written for several publications, including the Wall Street Journal Europe, Wired, Trader Monthly, and SmartMoney.com. He was named one of Crain's "Forty Under Forty," and is a member of the Economic Club of Chicago, as well as a proponent of Ayn Rand's philosophy of objectivism.

Most investors treat the market like a courtroom, obsessed with proving they're right. They "double down" on a falling story, hoping the market will finally agree with them. Fox Business regular and author Jonathan Hoenig says it's time to stop acting like lawyers and start acting like gardeners. In this high-energy session, the Price Is Primary author reveals why successful investing isn't about predicting which seed will grow - it's about planting many and only watering what sprouts. Learn how to stop defending losing positions and start cultivating a portfolio that actually grows.

11:15 to 12:15

Precious Metal Demand

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Peter Thomas
Chairman, Ausecure, Chairman, Ausecure

Peter Thomas

Chairman, Ausecure, Chairman, Ausecure

Peter Thomas is the chairman of Ausecure, acting as the chair of offshore development. As a licensed floor broker, Mr. Thomas was a filling floor broker and member for the Hunt Brothers in the Silver pit, back in the days when silver ran up to $50 an ounce. He has managed global cash metals desks that handled refiners, recyclers, mining operations, and coin & bullion companies for hedging. Peter's perspectives are based on 40 years of experience in metals trading and have been featured by The WSJ, CNBC, Bloomberg News, Forbes, US World and News Report, Kitco News, Kitco Podcast, and Futures magazine. His Podcasts are also available on YouTube.

The influence of changing demands on precious metals and why the metals prices can continue higher

11:15 to 12:15

The New Futures Market: Trade Crypto, Predict Events, Hedge Anything

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Brock Pierce
Trading Academy, Trading Academy

Brock Pierce

Trading Academy, Trading Academy

Brock Pierce understands the importance of teamwork as a former college quarterback. He also helped students as student support manager of Trading Academy in Dallas for over two years. He focuses on helping students and instructors work together to gain insights and skills. Students who take classes with Brock can expect an enthusiastic instructor and an excellent listener. He is especially eager to help those new to self-directed investing and trading as they overcome first-time jitters and find their way to becoming a truly educated trader.

Crypto markets are volatile—but most traders still don't know how to control that risk or profit from it consistently. In this session, discover how to use crypto futures to trade both sides of the market and hedge with precision, plus explore the new event-based contracts from CME Group that allow you to position around major market-moving events with defined risk. If you're still trading crypto the old way, you're already behind.

11:15 to 12:15

Top Growth Stocks to Beat the Indexes

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Jason Bodner
Co-Founder, MoneyFlows, Co-Founder, MoneyFlows

Jason Bodner

Co-Founder, MoneyFlows, Co-Founder, MoneyFlows

Jason Bodner is an accomplished investor and stock researcher, reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly letter, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith.

MoneyFlows.com uses a proprietary quantitative process to rank and score thousands of growth stocks every day, isolating the small group capable of sustainably outperforming broad market indexes. Rather than chasing stories or short-term momentum, we track unusual institutional buying activity flowing into the strongest growth companies. When large investors commit capital early, it often marks the beginning of durable leadership.

12:30 to 13:00

Meet and Greet with Jonathan Hoenig

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Jonathan Hoenig
Portfolio Manager, Capitalistpig Asset Management, LLC, Portfolio Manager, Capitalistpig Asset Management, LLC

Jonathan Hoenig

Portfolio Manager, Capitalistpig Asset Management, LLC, Portfolio Manager, Capitalistpig Asset Management, LLC

Jonathan Hoenig is the portfolio manager at Capitalistpig Asset Management, LLC, a highly successful private partnership that he has run since 2000. A former floor trader at the Chicago Board of Trade, he authored several books, with his most recent book, Price is Primary, published in 2021. Mr. Hoenig appears regularly on FOX News Channel and has written for several publications, including the Wall Street Journal Europe, Wired, Trader Monthly, and SmartMoney.com. He was named one of Crain's "Forty Under Forty," and is a member of the Economic Club of Chicago, as well as a proponent of Ayn Rand's philosophy of objectivism.

13:00 to 17:00

Comparative Relative Strength Analysis: Identify Tomorrow's Leaders Today*

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Scott McCormick, CMT
Instructor, Trading Academy, Instructor, Trading Academy

Scott McCormick, CMT

Instructor, Trading Academy, Instructor, Trading Academy

Scott McCormick is a Chartered Market Technician (CMT) and former Charles Schwab registered representative, where he assisted clients with equity and options trading. He began swing trading in 2001 and earned his CMT designation in 2008. After working with high-net-worth clients, the 2007–2008 bear market prompted a shift to independent trading. Since 2010, he has been a core instructor at Trading Academy, specializing in equity options and futures trading.

Most traders chase stocks that have already moved. In this class, you'll learn a comparative approach to relative strength that helps you identify where money is flowing next, so you can position yourself in emerging leaders while avoiding those that are starting to fade. This process is designed to give you a consistent edge in changing market conditions.

- Learn a comparative process for evaluating strength across multiple assets, not lagging indicators

- Apply a simple framework to analyze stocks, sectors, and major asset classes side-by-side

- Discover "The Rotational Edge—a practical way to track capital flow and uncover emerging opportunities

- Recognize when current leaders are losing momentum and at risk of becoming laggards

- Spot stocks and sectors transitioning from weakness into strength, before the move becomes obvious

13:15 to 14:00

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

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Wayne McDonell
Chief Economic Strategist, TRADARS ANALYTICS, Chief Economic Strategist, TRADARS ANALYTICS

Wayne McDonell

Chief Economic Strategist, TRADARS ANALYTICS, Chief Economic Strategist, TRADARS ANALYTICS

Wayne McDonell is an independent investor and forex/futures trader with more than 20 years of market experience. A former venture capitalist, he has invested in over 100 patented technologies and now manages charitable endowments using fundamental and technical analysis. Wayne is an award-winning educator, bestselling author of Strategic and Tactical Forex Trading, and founder of TRADARS.com, an AI-powered analytics platform helping traders make informed, risk-managed decisions.

Stop guessing. Start using GDP, inflation, jobs data, institutional positioning and pattern recognition to make smarter trading decisions for forex, futures and stock indexes with confidence.

13:15 to 14:00

101 AI World encyclopedia of intelligence

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Sydney Armani
Chairman and CEO, AI Fintech World Group

Sydney Armani

Chairman and CEO, AI Fintech World Group

Sydney Armani is a seasoned Silicon Valley veteran with over 30 years of experience as an entrepreneur, investor, and advisor in emerging technologies. He is the founder of AI World Fund for AI Startups & Accelerator, a venture platform dedicated to supporting the next generation of AI innovation through strategic investment, mentorship, and growth acceleration.

In this workshop, you'll learn everything you need to know about AI — the research, the data, the markets, and the emerging encyclopedia of intelligence. 101 AI World is a hub for professionals, researchers, investors, and innovators seeking clarity in a rapidly accelerating AI landscape. It unifies real-time research, breakthrough technologies, global policy movement, market and stock insights, and a continuously expanding encyclopedia of AI systems, tools, and companies. A platform built for discovery, smart decisions, and a deeper understanding of the future of artificial intelligence.

13:15 to 14:00

Precious Metals: How to Capitalize Amid One of the Strongest Bull Markets in Decades

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Peter Thomas
Chairman, Ausecure, Chairman, Ausecure

Peter Thomas

Chairman, Ausecure, Chairman, Ausecure

Peter Thomas is the chairman of Ausecure, acting as the chair of offshore development. As a licensed floor broker, Mr. Thomas was a filling floor broker and member for the Hunt Brothers in the Silver pit, back in the days when silver ran up to $50 an ounce. He has managed global cash metals desks that handled refiners, recyclers, mining operations, and coin & bullion companies for hedging. Peter's perspectives are based on 40 years of experience in metals trading and have been featured by The WSJ, CNBC, Bloomberg News, Forbes, US World and News Report, Kitco News, Kitco Podcast, and Futures magazine. His Podcasts are also available on YouTube.

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Trey Wasser
CEO & Director, Dryden Gold Corp.

Trey Wasser

CEO & Director, Dryden Gold Corp.

Trey Wasser has served as president & ceo of Ely Gold Royalties Inc., 2010-2021. He helped transform Ely Gold from an $6M exploration/development company to $300M royalty company – eventually being sold to Gold Royalty Corp. Previously, Mr. Wasser was president & director of research for Pilot Point Partners specializing in precious metal mining and oil & gas development. Trey has been involved in brokerage and venture capital business for over 40 years, including bond salesman and trader with Merrill Lynch, Kidder Peabody and Paine Webber. His clientele included Fortune 100 companies & institutional money managers.

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Jeff Clark
Senior Analyst, TheGoldAdvisor.com

Jeff Clark

Senior Analyst, TheGoldAdvisor.com

An accomplished analyst, author, and speaker, Jeff Clark is a globally recognized authority on precious metals. The son of an award-winning gold panner, with family-owned mining claims in California, Arizona, and Nevada, he has deep roots in the industry. An active investor, with a love of writing, Mr. Clark eventually became a mining industry analyst, including 10 years as senior editor for the world-renowned publication BIG GOLD. He has been a regular conference speaker, including at Cambridge House, Silver Symposium, MoneyShow, New Orleans, and many others. Mr. Clark provides free mining stock analysis at TheGoldAdvisor.com, market commentary at GoldSilver.com, serves on the advisory board at Strategic Wealth Preservation in Grand Cayman, and covers mining stocks for Silver Chartist.

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Mike Larson
Editor-in-Chief, MoneyShow

Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.

Gold and silver are enjoying one of the strongest bull market runs in decades. Our panelists will explain what has fueled the gains, cover whether it will continue, and most importantly — how you can capitalize as an investor. Be sure to bring your most-pressing precious metals questions, too…because our experts will answer them LIVE.

13:15 to 14:00

What and When

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Kelley Wright
Investment Quality Trends, Investment Quality Trends

Kelley Wright

Investment Quality Trends, Investment Quality Trends

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

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

14:15 to 15:00

The Psychology of Profit: Why Strategy Alone Isn't Enough

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Julie Manz
Co-Founder and Contributor, TraderInsight.com, Co-Founder and Contributor, TraderInsight.com

Julie Manz

Co-Founder and Contributor, TraderInsight.com, Co-Founder and Contributor, TraderInsight.com

Dr. Julie Manz has been a successful professional equities trader for over two decades. She provides education to serious traders who are looking to add intraday trading to their repertoire. For nearly a decade, Dr. Manz has been training Mastermind members in the elements necessary for successful daily income trading. She has a PhD in social psychology and is an expert in trading psychology, helping traders in all markets be more effective with their strategies. Through their program, the 12-month Traderinsight Income Trader's Bootcamp, Coaching Program, and Mastermind Group, Julie and Adrian Manz have propelled a range of students who want to include intraday income trading into their portfolios.

speaker headshot

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

Adrian Manz

Co-Founder and Daily Contributor, TraderInsight.com

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

Trading success isn't just about charts, setups, or news - it's about you. In this powerful session, Adrian and Julie Manz - full-time traders, market analysts, and both Ph.D. Psychologists - reveal why building a profitable trading business requires more than knowing the strategy. It requires knowing yourself. Every trader has a unique psychological makeup: risk tolerance, attention span, emotional regulation, discipline, and frustration threshold all vary from person to person. And those differences play a massive role in how (and whether) a trading strategy works in real-world execution. Adrian and Julie will share three time-proven strategies they've traded daily since 1997 - each statistically robust and structurally sound. But they'll go beyond the charts to explore the psychological skill sets that make each setup work - or break down - in different types of traders. If you've ever wondered why a strategy works great for someone else but falls apart in your hands, this session will help you connect the dots. Learn how to align your trading tactics with your strengths, build awareness of your psychological blind spots, and finally create a trading business that fits you.

14:15 to 15:00

The Petrodollar Holding, But Assailed from All Sides

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Eoin Treacy
Head Analyst, FullerTreacyMoney, Head Analyst, FullerTreacyMoney

Eoin Treacy

Head Analyst, FullerTreacyMoney, Head Analyst, FullerTreacyMoney

Eoin Treacy is a career analyst, strategist, consultant, lecturer, and fund manager. Mr. Treacy is the CEO of FullerTreacyMoney, a global investment strategy service. He provides consultancy services to institutional investors, including sovereign wealth funds and a wide range of family offices. He is the author of Crowd Money, A Practical Guide to Macro Behavioral Technical Analysis, and manages the Global Corporate Autonomies Fund in the UK. He has appeared on CNBC, CNN, Bloomberg TV, NDTV Profit, and Reuters India and been quoted in the Wall Street Journal and the BBC.

53 years and counting. In that time, the Petrodollar system has been strong, weak, maligned, and strained... but it has held. What does the future look like? The USA the biggest producer in the world, China is an EV champion, alternative payments systems are proliferating, the role of AI in global dominion and much more.

14:15 to 15:30

Get Started: Algo & Bot Trading 101

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Matt DeLong
CEO, Push Button Trading, CEO, Push Button Trading

Matt DeLong

CEO, Push Button Trading, CEO, Push Button Trading

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

In this special, comprehensive course, Push Button Trading CEO Matt DeLong will dive deep into "algo" trading, AI bots, and other tools that today's active traders can utilize to improve their results. Specifically, he will… 

- Explain what they are, how they can benefit you, and the basic steps to get started using them today

- Review his top-performing tracking technology, explaining how it works, how to connect it to your brokerage accounts, and how to monitor their performance over time-

 Teach you about how this technology places trades, manages risk, and protects profits

Plus, you'll receive guidance on how to grow funded accounts using bot technology - as well as customer success stories. Don't miss out on this exciting, cutting-edge course!

Meet Our Speakers

Dan Montano

CEO, Zhittya Genensis Medicine, Inc.

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Dan Montano

Zhittya Genensis Medicine, Inc.

Dan Montano started at the Los Angeles Stock Exchange in 1968 as a floor broker. Over the next 30 years, he managed thousands of stockbrokers as CEO of several security firls. In 1998, he left investment banking and dedicated himself to advance biotechnology breakthroughs. Presently, he is CEO of Zhittya Genesis Medicine Inc., a bio-pharaceutical company developing drug treatments for heart disease, strokes, Parkison's disease, Alzheimer's, and more.

JR Stockton

Senior Vice President, Vertical Petroleum Industries

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JR Stockton

Vertical Petroleum Industries

J.R. Stockton serves as an independent senior vice president for Vertical Petroleum Industries, bringing more than eight years of dedicated service and leadership to the company. Specializing in partner acquisition, J.R. has been instrumental in the growth and expansion of Vertical Petroleum, successfully bringing in over 200 strategic partners throughout his tenure. With a deep understanding of both the operational and strategic sides of the industry, Mr. Stockton continues to drive innovation and excellence at Vertical Petroleum Industries.

Craig Gaudio

CEO, Copper River Funding, LLC

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Craig Gaudio

CEO, Copper River Funding, LLC

Craig Gaudio is the co-founder and CEO of Copper River Funding. He has 24 years of experience in the financial services industry. Since 2008, the firm has helped successful investors achieve their investment goals by creating opportunities to engage in private commercial bridge lending secured by real estate collateral. Mr. Gaudio co-developed a turnkey solution that enables clients to access this high-yielding alternative investment through a direct lending platform or a diversified, actively managed fund.

Tim Stamps

COO, Copper River Funding, LLC, COO, Copper River Funding, LLC

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Tim Stamps

COO, Copper River Funding, LLC

Timothy M. Stamps, chief operating officer and oversees the day-to-day operations, ensuring smooth processes and efficient loan approvals. With a passion for operational excellence, they keep CRF running at peak performance. Mr. Stamps cofounded the company and has specialized in commercial real estate loans since 2008, with experience in conventional and SBA lending, managing large loan portfolios, and private bridge financing. He holds a BBA in Marketing from Sam Houston State University and an MBA in Entrepreneurship from the University of Oklahoma. As a former college football player, he values teamwork and collaboration to achieve common goals.

TG Watkins

Director of Stocks, Simpler Trading, Director of Stocks, Simpler Trading

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TG Watkins

Director of Stocks, Simpler Trading

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

Vanessa Charland

Lead Trader Performance & Mindfulness Instructor, Market Alchemists and PCT

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Vanessa Charland

Lead Trader Performance & Mindfulness Instructor, Market Alchemists and PCT

Dr. Vanessa Charland is a clinician, trading performance mentor, hypnotherapist, and mindfulness instructor with over a decade of experience. Since 2012, she has worked in both hospitals and private clinics, providing evidence-based care to individuals facing a wide range of challenges. Dr. Charland also specializes in trading psychology, helping traders and high-performance professionals develop emotional discipline, mental resilience, and optimal decision-making strategies.

Kathleen "KT" McFarland

Former Deputy National Security Advisor, The Trump Administration, Former Deputy National Security Advisor, The Trump Administration

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Kathleen "KT" McFarland

Former Deputy National Security Advisor, The Trump Administration

KT McFarland is one of the country's best known foreign policy experts and a key architect of conservative national security strategy. As President Trump's Deputy National Security Advisor in his first term, she played a pivotal role in shaping the "America First" and "Peace through Strength" doctrines. KT has been a media commentator for decades, appearing on Fox News, Fox Business News, Newsmax, and other national and international news programs. She appears frequently on podcasts, documentaries and radio. A bestselling author, her book Revolution: Trump, Washington, and "We the People" offers profound insights into the Trump presidency, U.S. China and Russia relations, and American exceptionalism. KT's career spans five decades, beginning as a White House aide to Dr. Henry Kissinger in the Nixon and Ford Administrations and culminating at the National Security Council with President Trump. She served in the Pentagon as a senior speechwriter, press spokesperson, and Deputy Assistant Secretary of Defense in the Reagan Administration. Her notable achievements include drafting the Weinberger Doctrine and contributing to President Reagan's iconic "Star Wars" speech. For her service, she received the Defense Department's highest civilian honor, the Distinguished Service Award. KT holds a B.A. in Chinese Studies from George Washington University, an M.A. in Politics, Philosophy, and Economics from Oxford, and completed Ph.D. coursework at MIT, focusing on nuclear weapons, China, and the Soviet Union.

Jeff Karcher

Global Managing Director, Texas Stock Exchange, Global Managing Director, Texas Stock Exchange

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Jeff Karcher

Global Managing Director, Texas Stock Exchange

Jeff brings more than three decades of experience in U.S. equity markets and international equity research. Prior to joining TXSE, Jeff spent nine years leading the listings business at the New York Stock Exchange in the southeast. He joined NYSE after spending almost 30 years working in capital markets in a variety of business development, research management, and product development roles. Jeff has his CETF® certification and had been active in the Atlanta regional business community and now in the Dallas area.

Jess Strenk

Securities Analyst, Fisher Investments

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Jess Strenk

Securities Analyst, Fisher Investments

Jess Strenk is a securities analyst at Fisher Investments, where she focuses on bottom-up analysis of industrial companies. As part of Fisher Investments' in-house securities research team, she analyzes current and prospective equities, evaluates company fundamentals and competitive positioning, and identifies securities that align with the firm's top-down market views and portfolio themes. Her research and analysis help inform portfolio decisions and contribute to Fisher Investments' global, client-focused investment management process.

Matt DeLong

CEO, Push Button Trading, CEO, Push Button Trading

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Matt DeLong

CEO, Push Button Trading

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

Kevin Bidner

CEO and Founder, The Hotel Communication Network

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Kevin Bidner

CEO and Founder, The Hotel Communication Network

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

Eoin Treacy

Head Analyst, FullerTreacyMoney, Head Analyst, FullerTreacyMoney

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Eoin Treacy

Head Analyst, FullerTreacyMoney

Eoin Treacy is a career analyst, strategist, consultant, lecturer, and fund manager. Mr. Treacy is the CEO of FullerTreacyMoney, a global investment strategy service. He provides consultancy services to institutional investors, including sovereign wealth funds and a wide range of family offices. He is the author of Crowd Money, A Practical Guide to Macro Behavioral Technical Analysis, and manages the Global Corporate Autonomies Fund in the UK. He has appeared on CNBC, CNN, Bloomberg TV, NDTV Profit, and Reuters India and been quoted in the Wall Street Journal and the BBC.

Rob Gramlich

Founder and President, Grid Strategies LLC

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Rob Gramlich

Founder and President, Grid Strategies LLC

Rob Gramlich is president of Grid Strategies LLC, a D.C. consultancy on transmission and power markets for reliable, affordable, sustainable energy. He co-founded Americans for a Clean Energy Grid, WATT Coalition, AMP Coalition, Macro Grid Initiative, and Future Power Markets Forum. He's testified before Congress, FERC, and state agencies and received awards from FERC, ESI, The Hill, and AWEA. Formerly SVP/Interim CEO at AWEA, he holds an MPP from UC Berkeley and a BA (Honors) in Economics from Colby College.

Kenneth Medlock Ph.D.

Senior Director, Senior Director, Center for Energy Studies, Baker Institute for Public Policy

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Kenneth Medlock Ph.D.

Senior Director, Center for Energy Studies, Baker Institute for Public Policy

Kenneth B. Medlock III, Ph.D., is a leading energy economist, serving as Senior Director of the Center for Energy Studies at Rice University’s Baker Institute and director of the Master of Energy Economics program. An expert in global energy markets, he has published extensively, advised U.S. agencies, and testified before Congress. A frequent international speaker, he has received numerous honors, including the OPEC Award for Research recognizing his career in energy analysis.

Kelley Wright

Investment Quality Trends, Investment Quality Trends

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Kelley Wright

Investment Quality Trends

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

Jeff Clark

Senior Analyst, TheGoldAdvisor.com

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Jeff Clark

Senior Analyst, TheGoldAdvisor.com

An accomplished analyst, author, and speaker, Jeff Clark is a globally recognized authority on precious metals. The son of an award-winning gold panner, with family-owned mining claims in California, Arizona, and Nevada, he has deep roots in the industry. An active investor, with a love of writing, Mr. Clark eventually became a mining industry analyst, including 10 years as senior editor for the world-renowned publication BIG GOLD. He has been a regular conference speaker, including at Cambridge House, Silver Symposium, MoneyShow, New Orleans, and many others. Mr. Clark provides free mining stock analysis at TheGoldAdvisor.com, market commentary at GoldSilver.com, serves on the advisory board at Strategic Wealth Preservation in Grand Cayman, and covers mining stocks for Silver Chartist.

Nick Salvatore

Professional Options Trader, SMB Capital

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Nick Salvatore

Professional Options Trader, SMB Capital

Nick Salvatore is a professional options trader with SMB Capital, specializing in systematic, delta-neutral strategies. His trading focuses on volatility, income generation, and disciplined risk management, with an emphasis on repeatable processes and consistent execution across various market conditions.

Trey Wasser

CEO & Director, Dryden Gold Corp.

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Trey Wasser

CEO & Director, Dryden Gold Corp.

Trey Wasser has served as president & ceo of Ely Gold Royalties Inc., 2010-2021. He helped transform Ely Gold from an $6M exploration/development company to $300M royalty company – eventually being sold to Gold Royalty Corp. Previously, Mr. Wasser was president & director of research for Pilot Point Partners specializing in precious metal mining and oil & gas development. Trey has been involved in brokerage and venture capital business for over 40 years, including bond salesman and trader with Merrill Lynch, Kidder Peabody and Paine Webber. His clientele included Fortune 100 companies & institutional money managers.

Rudolfo Beltran

Vice President & Head of Capital Acquisition, InNova Global Fund

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Rudolfo Beltran

Vice President & Head of Capital Acquisition, InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNoval Global Fund, brings over three decades of extensive experience in brand management and sales within the beverage industry. His wealth of knowledge has been instrumental in driving growth and success as they strive to make a positive impact through micro-lending in Kenya.

Wayne McDonell

Chief Economic Strategist, TRADARS ANALYTICS, Chief Economic Strategist, TRADARS ANALYTICS

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Wayne McDonell

Chief Economic Strategist, TRADARS ANALYTICS

Wayne McDonell is an independent investor and forex/futures trader with more than 20 years of market experience. A former venture capitalist, he has invested in over 100 patented technologies and now manages charitable endowments using fundamental and technical analysis. Wayne is an award-winning educator, bestselling author of Strategic and Tactical Forex Trading, and founder of TRADARS.com, an AI-powered analytics platform helping traders make informed, risk-managed decisions.

Matt Cole

Chief Executive Officer and Chief Investment Officer, Strive

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Matt Cole

Chief Executive Officer and Chief Investment Officer, Strive

Matt Cole is Chairman and CEO of Strive, leading the firm as a Bitcoin treasury and structured finance company. Under his leadership, Strive has built a significant corporate Bitcoin treasury and introduced innovative capital instruments. He previously spent 15 years at CalPERS as a global fixed income Portfolio Manager, overseeing more than $70 billion in actively managed assets.

Scott McCormick, CMT

Instructor, Trading Academy, Instructor, Trading Academy

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Scott McCormick, CMT

Instructor, Trading Academy

Scott McCormick is a Chartered Market Technician (CMT) and former Charles Schwab registered representative, where he assisted clients with equity and options trading. He began swing trading in 2001 and earned his CMT designation in 2008. After working with high-net-worth clients, the 2007–2008 bear market prompted a shift to independent trading. Since 2010, he has been a core instructor at Trading Academy, specializing in equity options and futures trading.

Jeff Walton

Chief Risk Officer & CEO of True North, Strive

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Jeff Walton

Chief Risk Officer & CEO of True North, Strive

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

Jason Bodner

Co-Founder, MoneyFlows, Co-Founder, MoneyFlows

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Jason Bodner

Co-Founder, MoneyFlows

Jason Bodner is an accomplished investor and stock researcher, reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly letter, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith.

Jason Hommel

Miner, Blockchain Mint

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Jason Hommel

Miner, Blockchain Mint

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

Brock Pierce

Trading Academy, Trading Academy

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Brock Pierce

Trading Academy

Brock Pierce understands the importance of teamwork as a former college quarterback. He also helped students as student support manager of Trading Academy in Dallas for over two years. He focuses on helping students and instructors work together to gain insights and skills. Students who take classes with Brock can expect an enthusiastic instructor and an excellent listener. He is especially eager to help those new to self-directed investing and trading as they overcome first-time jitters and find their way to becoming a truly educated trader.

Billy Kyle Smith

President, Carbon One Holdings

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Billy Kyle Smith

President, Carbon One Holdings

Billy Kyle Smith is a results-driven professional from Pikeville, Kentucky, with a diverse background in operations, management, and environmental control. He has held roles with AEP Kentucky Power, UPS, and multiple coal and energy companies, building expertise in budgeting, compliance, and efficiency. A University of Pikeville BBA graduate in Accounting, Billy is skilled in QuickBooks and holds MET, CPR, and Dust certifications, consistently delivering strong operational results.

Peter Thomas

Chairman, Ausecure, Chairman, Ausecure

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Peter Thomas

Chairman, Ausecure

Peter Thomas is the chairman of Ausecure, acting as the chair of offshore development. As a licensed floor broker, Mr. Thomas was a filling floor broker and member for the Hunt Brothers in the Silver pit, back in the days when silver ran up to $50 an ounce. He has managed global cash metals desks that handled refiners, recyclers, mining operations, and coin & bullion companies for hedging. Peter's perspectives are based on 40 years of experience in metals trading and have been featured by The WSJ, CNBC, Bloomberg News, Forbes, US World and News Report, Kitco News, Kitco Podcast, and Futures magazine. His Podcasts are also available on YouTube.

Adrian Manz

Co-Founder and Daily Contributor, TraderInsight.com

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Adrian Manz

Co-Founder and Daily Contributor, TraderInsight.com

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

Alan Girardot

President and CEO, Rush Creek Resources LLC

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Alan Girardot

President and CEO, Rush Creek Resources LLC

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

Julie Manz

Co-Founder and Contributor, TraderInsight.com, Co-Founder and Contributor, TraderInsight.com

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Julie Manz

Co-Founder and Contributor, TraderInsight.com

Dr. Julie Manz has been a successful professional equities trader for over two decades. She provides education to serious traders who are looking to add intraday trading to their repertoire. For nearly a decade, Dr. Manz has been training Mastermind members in the elements necessary for successful daily income trading. She has a PhD in social psychology and is an expert in trading psychology, helping traders in all markets be more effective with their strategies. Through their program, the 12-month Traderinsight Income Trader's Bootcamp, Coaching Program, and Mastermind Group, Julie and Adrian Manz have propelled a range of students who want to include intraday income trading into their portfolios.

Paul Meeks

Head of Tech Research, Freedom Capital Markets

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Paul Meeks

Head of Tech Research, Freedom Capital Markets

Paul Meeks is a leading tech investor and analyst since the 1980s, focusing 30+ years on technology transitions from AI to quantum computing. He created and managed what became the world's largest tech mutual fund franchise and appears in media worldwide. A CFA and CAIA, he holds two BAs from Williams College and an MM (MBA) from Kellogg. He teaches finance at The Citadel and is Head of Tech Research at Freedom Capital Markets.

Jonathan Hoenig

Portfolio Manager, Capitalistpig Asset Management, LLC, Portfolio Manager, Capitalistpig Asset Management, LLC

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Jonathan Hoenig

Portfolio Manager, Capitalistpig Asset Management, LLC

Jonathan Hoenig is the portfolio manager at Capitalistpig Asset Management, LLC, a highly successful private partnership that he has run since 2000. A former floor trader at the Chicago Board of Trade, he authored several books, with his most recent book, Price is Primary, published in 2021. Mr. Hoenig appears regularly on FOX News Channel and has written for several publications, including the Wall Street Journal Europe, Wired, Trader Monthly, and SmartMoney.com. He was named one of Crain's "Forty Under Forty," and is a member of the Economic Club of Chicago, as well as a proponent of Ayn Rand's philosophy of objectivism.

Adam Butcher

President and Managing Partner, Basin Ventures

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Adam Butcher

President and Managing Partner, Basin Ventures

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

Tim Davis

Co-Founder and Managing Partner, Basin Ventures

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Tim Davis

Co-Founder and Managing Partner, Basin Ventures

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

Gordon Chang

Author: The Great US-China Tech War

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Gordon Chang

Author: The Great US-China Tech War

GORDON G. CHANG is the author of Plan Red: China's Project to Destroy America and The Coming Collapse of China. His other works include The Great U.S.-China Tech War and China Is Going to War. Chang lived and worked in China and Hong Kong for almost two decades practicing law in Shanghai. He is a columnist at Newsweek and writes regularly for The Hill and other publications. Mr. Chang has given briefings at the National Intelligence Council, Central Intelligence Agency, State Department, and the Pentagon. Chang has appeared before the House Committee on Foreign Affairs and the U.S.-China Economic and Security Review Commission. He has also spoken before industry and investor groups including Bloomberg, Sanford Bernstein, Economic Club of New York, Royal Bank of Scotland, Credit Lyonnais Securities Asia, American Chamber of Commerce, Bank of America, Standard Chartered Bank, Federal Home Loan Bank of Cincinnati, and the California Association of Public Retirement Systems. He frequently appears on Fox News, Fox Business, Newsmax TV, CNN, and CNBC.

Victoria Fernandez

Chief Market Strategist, Crossmark Global Investments, Chief Market Strategist, Crossmark Global Investments

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Victoria Fernandez

Chief Market Strategist, Crossmark Global Investments

Victoria Fernandez joined Crossmark in July 2012 and serves as the chief market strategist. She works with the firm's executive and research teams to analyze current market trends and provide comments to the media and public about Crossmark's investment outlook on networks including Bloomberg, CNBC, Fox Business, and Yahoo Finance. Ms. Fernandez is also responsible for managing the Crossmark Fixed Income Investment team while serving as portfolio manager for taxable fixed-income products.

Stephanie Link

Chief Investment Strategist and Portfolio Manager, Hightower Advisors, LLC, Chief Investment Strategist and Portfolio Manager, Hightower Advisors, LLC

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Stephanie Link

Chief Investment Strategist and Portfolio Manager, Hightower Advisors, LLC

Stephanie Link is the chief investment strategist, head of investment solutions, and equity portfolio manager at Hightower Advisors, a national wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices. In addition, Ms. Link runs multiple equity strategies within the Investment Solutions group.

Frank Holmes

Co-Founder and Executive Chairman, HIVE Digital Technologies, Ltd.

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Frank Holmes

Co-Founder and Executive Chairman, HIVE Digital Technologies, Ltd.

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

Tim Plaehn

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

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Tim Plaehn

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

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

Kevin Davitt

Head of Index Options Content, Nasdaq

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Kevin Davitt

Head of Index Options Content, Nasdaq

Kevin Davitt is the head of Nasdaq's index options content. Mr. Davitt spent years focused on options education with an index emphasis at Cboe Global Markets. Prior to his exchange work, Mr. Davitt traded index, equity, and commodity futures and options as a market maker at a variety of well-known firms. He is a graduate of Marquette University.

Anas Alhajji

Managing Partner, Energy Outlook Advisors LLC

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Anas Alhajji

Managing Partner, Energy Outlook Advisors LLC

Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, influencer, investor, and speaker with more than 1,000 papers, articles, and columns to his credit. He advises governments, companies, financial institutions, and investors on various energy market issues. He focuses on the oil, gas, and energy markets outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy, employment, and technology in the oil and gas industry.

Simon Erickson

Founder & CEO, 7investing.com, Founder & CEO, 7investing.com

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Simon Erickson

Founder & CEO, 7investing.com

Simon Erickson is the founder and CEO of 7investing. He is one of the stock market's most forward-looking investors, focused on identifying disruptive innovation and finding developing trends before others may even be aware of them. Mr. Erickson previously worked for seven years at The Motley Fool, where he most recently served as lead advisor of Motley Fool Explorer. In this role, he ran an investment newsletter that profiled innovative trends, personally directed more than $1 million of funds into a real-money investment account, and managed a team of 22 people.

Thor Young

Author, Trader, Co-Founder - Market Alchemists, Author, Trader, Co-Founder - Market Alchemists

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Thor Young

Author, Trader, Co-Founder - Market Alchemists

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

Steve Sosnick

Chief Strategist, Interactive Brokers

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Steve Sosnick

Chief Strategist, Interactive Brokers

Steve Sosnick, chief strategist at Interactive Brokers, also serves as head trader of Timber Hill, the firm's trading division, and is a member of Interactive Brokers Group, the firm's holding company. He has held numerous roles in the organization since joining Timber Hill in 1995 as equity risk manager and an options market maker. Mr. Sosnick led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence. Much of his career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as chief options strategist and later chief strategist.

Merlin Rothfeld

Director of Content Production, Trading Academy, Director of Content Production, Trading Academy

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Merlin Rothfeld

Director of Content Production, Trading Academy

Merlin Rothfeld is the director of content production at Trading Academy. As one of the first students of the academy, he took his expertise to Europe where he built financial training materials for banks, brokerages, and universities, including the first ever trading lab in Europe. He has led the development of OTA's digital asset program and is featured on the company's Monday Morning Must-Knows show.

Michael Lee

Founder, Michael Lee Strategy

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Michael Lee

Founder, Michael Lee Strategy

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

Sydney Armani

Chairman and CEO, AI Fintech World Group

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Sydney Armani

Chairman and CEO, AI Fintech World Group

Sydney Armani is a seasoned Silicon Valley veteran with over 30 years of experience as an entrepreneur, investor, and advisor in emerging technologies. He is the founder of AI World Fund for AI Startups & Accelerator, a venture platform dedicated to supporting the next generation of AI innovation through strategic investment, mentorship, and growth acceleration.

Louis Navellier

Founder and Chairman, Navellier & Associates

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Louis Navellier

Founder and Chairman, Navellier & Associates

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

Mike Larson

Editor-in-Chief, MoneyShow

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Mike Larson

Editor-in-Chief, MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.

Event Sponsors

Carbon Energy Holdings

Carbon Energy Holdings

Carbon Energy Holdings, LLC is a Kentucky-based metallurgical coal producer with seven fully-permitted mine sites in Pike County, KY — one of the world's most productive metallurgical coal regions. CEH controls 18.2 million tons of permitted metallurgical coal reserves plus an additional 25 million tons of unpermitted metallurgical coal across three seams. Our vertically integrated model covers mine development and direct sales to domestic and export markets.

Website

Copper River Funding, LLC

Copper River Funding, LLC

Copper River Funding was founded in the midst of the credit crisis in July 2008 to provide essential private credit to well-deserving borrowers. With conventional commercial bank lending in disarray, the opportunity to build a community of private investors who come together to accomplish shared yield goals, with access to professionally underwritten due diligence, has continued to grow ever since.

Website

Dryden Gold Corp

Dryden Gold Corp

Dryden Gold is an exploration company focused on the discovery of high-grade gold mineralization listed on the TSX-V (“DRY”) and traded on the OTCQX (“DRYGF”) and FSE (“X7W”). The Company has a strong management team and Board of Directors comprised of experienced individuals with a track record of building shareholder value through property acquisition and consolidation, exploration success, and mergers and acquisitions. Dryden Gold controls a 100% interest in a dominant strategic land position in the Dryden District of Northwestern Ontario. Our property package includes historic gold mines but has seen limited modern exploration. The property hosts high-grade gold mineralization over 50km of potential strike length along the Manitou-Dinorwic deformation zone. The property has excellent infrastructure, enjoys collaborative relationships with First Nations communities and benefits from proximity to an experienced mining workforce.

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HIVE Digital Technologies

HIVE Digital Technologies

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

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Rush Creek Resources

Rush Creek Resources

Rush Creek Resources is a Texas-based oil and gas asset management company specializing in the acquisition and development of conventional oil and gas reserves in legacy areas of Texas and Oklahoma. Since 2014, Rush Creek has delivered organically generated projects utilizing its vertically integrated model to deliver low-cost, high-impact projects during a volatile decade of oil prices. 

Website

Zhittya Genesis Medicine Inc.

Zhittya Genesis Medicine Inc.

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

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101 AI World

101 AI World

Your ultimate guide to the AI Revolution

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Barrons

Barrons

Since 1921, self-directed investors have relied on Barron’s as a trusted source of market ideas and insights to grow their portfolios and minimize their investing risks. Today, Barron’s creates the most trusted investment intelligence for affluent individuals and prestigious institutions. Its market-moving insights, analysis, contrarian viewpoints, and investment strategies enhance the professional success and personal wealth of its investment-savvy readers.

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Capitalist Times

Capitalist Times

Capitalist Times LLC is an investment advisory company founded by Roger Conrad and Elliott Gue in 2012. We empower investors to build life-changing wealth, in an investment world dominated by marketing machines intent on segmenting and indexing. Our approach is based on putting simple investment principles to work and the idea that nothing beats the power of wise stock picking.

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Financial Advisor Magazine

Financial Advisor Magazine

Financial Advisor (FA), a monthly magazine read by over 80,000 independent advisors, is rated the most widely read publication for independent reps and RIAs by Tiburon Advisors, AdvisorBenchmarking, and Aptura Research Focus on Financial Media. FA offers readers free CE Credits and features regular columnists and contributors Nick Murray, Andy Gluck, Russ Prince, Bill Bachrach, Harold Evensky, Deena Katz, Mitch Anthony, Roy Diliberto, Richard Wagner, Rebecca Pomering, and others. FA also publishes FAnews, Nick Murray Interactive, and the Journal of Indexes and co-produces the Financial Advisor Symposium, The Retirement Planning Symposium, FAconnection.com investor education website, and FinancialAdvisorMatch.com advisor referral service (in conjunction with Discovery Database). For more information, call 732-450-8866, ext. 26, or visit www.fa-mag.com.

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Investor's Business Daily

Investor's Business Daily

Investor's Business Daily provides exclusive stock lists, investing data, stock market research, education, and the latest financial and business news to help investors make more money in the stock market. All of IBD's products and features are based on the CAN SLIM investing system developed by IBD's founder William J. O'Neil, who identified the seven common characteristics that winning stocks display before making huge price gains. Each letter of CAN SLIM represents one of those traits.

Website

MarketWatch

MarketWatch

MarketWatch was born in an act of rebellion. In 1997, it was radical to ask why real-time market data, news, and analysis should only be available to the privileged few. 20+ years later, the democratization of financial information remains MarketWatch’s guiding principle.

Website

SimplerTrading

SimplerTrading

Simpler Trading’s mission is to share what really works so you can discover your edge. Watch our experts trade the markets in real time, chat with a community of traders like you, learn from our extensive library of courses, and find high-probability setups with our proprietary tools. Don’t trade alone.

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Trading Academy

Trading Academy

Online Trading Academy&Reg (OTA), "the world's most trusted name in professional trader education," provides the top trading tools and knowledge taught by seasoned professionals; and offers award-winning trading classes in all traded securities conducted at our own campuses worldwide. We are the only school on the planet that educates traders "hands-on" in a live trading classroom where students use OTA's own capital to trade with - while they learn. For more information on OTA Washington D.C. Metro call 888/841-8418 or visit us at www.tradingacademy.com.

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Nasdaq

Nasdaq

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

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

Basin Ventures

Basin Ventures

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

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InNova Global Fund

InNova Global Fund

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

Website

Hotel Communication Network

Hotel Communication Network

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

Website

Vertical Petroleum Industries

Vertical Petroleum Industries

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

Website

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