December 4 - 6, 2025|Sarasota
Questions? Call: 1-800-970-4355
Thursday, December 5, 2024, 8:15 am - 8:30 am
Welcome Remarks
Mike Larson |MoneyShow

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

Thursday, December 5, 2024, 8:30 am - 8:50 am
What to Expect from Key Asset Classes Over the Next Six Months
John Carter |Mastering the Trade

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

Thursday, December 5, 2024, 8:55 am - 9:15 am
A Fireside Chat About the Markets of Today—and Tomorrow
Mike Larson |MoneyShow
Liz Ann Sonders |Charles Schwab & Co., Inc.

Join leading commentator, speaker, and Charles Schwab & Co. chief investment strategist Liz Ann Sonders for an engaging discussion with MoneyShow editor-in-chief Mike Larson. They will share their views on the state of the markets and economy today—and discuss how the environment is likely to evolve in 2025 and beyond. You won’t want to miss this educational and lively discussion featuring two of the most knowledgeable and experienced experts in finance and market education. 

Thursday, December 5, 2024, 9:20 am - 9:50 am
Projections for Investments in 2025 Domestic Oil Drilling
Dan Sauer |Vertical Petroleum Industries

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

Thursday, December 5, 2024, 9:50 am - 10:10 am
2025 Themes and Ideas
Stephanie Link |Hightower Advisors, LLC

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

Thursday, December 5, 2024, 10:15 am - 10:45 am
The AI Industrial Revolution
Milton "Todd" Ault III |The Deal Alliance

Examine the revolutionary effect of artificial intelligence on a global scale. Dive into the role of AI in driving innovation, reshaping competitive landscapes, and the critical adaptations required for organizations to thrive in this rapidly evolving industrial paradigm.  

Thursday, December 5, 2024, 11:15 am - 11:30 am
Debt & Deficits: Navigating Fixed Income in a New Administration
Kevin Lynyak |Morgan Stanley

Learn from Kevin how changes in fiscal policy, debt management, and deficits under a new administration will impact the fixed income landscape. You will also receive insights and strategies for navigating evolving market conditions.

Thursday, December 5, 2024, 11:30 am - 11:55 am
Profit Strategies for a New Economic and Interest Rate Cycle
Mike Larson |MoneyShow
Stephanie Link |Hightower Advisors, LLC
Liz Ann Sonders |Charles Schwab & Co., Inc.

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

Thursday, December 5, 2024, 11:55 am - 12:15 pm
Oil & Gas: A New of Era of Generational Wealth
Adam Butcher |Basin Ventures
Tim Davis |Basin Ventures

Join Adam Butcher and Tim Davis as they discuss economic and political trends in the energy marketplace, the importance of right partnerships, and the unique tax advantages and returns exclusive to oil and gas investments.

Thursday, December 5, 2024, 12:15 pm - 12:35 pm
An Introduction to Turner Capital!
Alex Goodwin |Turner Capital Investments

Turner Capital manages over $130 million and has nearly 500 clients that trust them to navigate the market. Using their market-based trend-following strategies, they have the ability to take advantage of market trends, bullish or bearish, as well as move into a cash position when risk is high, thus protecting their clients from market downturns.

Thursday, December 5, 2024, 12:35 pm - 1:00 pm
The Economy and the Bond Market Post-Election
Jim Bianco |Bianco Research, LLC

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

Thursday, December 5, 2024, 1:30 pm - 2:15 pm
Bull Runs Into 2025—Post-Election Best Year of 4-Year Cycle Since 1985
Jeffrey Hirsch |The Stock Trader's Almanac & Almanac Investor

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

Thursday, December 5, 2024, 1:30 pm - 2:15 pm
How to Use Fibonacci Analysis to Make 2025 Your Best Trading Year Yet
Tammy Marshall |ElliottWaveTrader.net

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

Thursday, December 5, 2024, 1:30 pm - 2:15 pm
How to Finally Build Consistent Wealth Using Covered Calls and Cash-Secured Puts
Dan Passarelli |Market Taker Mentoring, Inc.

If you've struggled trading "The Wheel," Dan will teach you a new options trading approach will help make it possible to finally break through that barrier to a lifetime of real wealth growth. See which stocks work best for The Wheel strategy and which you should be avoiding. Also discover the step-by-step blueprint for creating SMART Income. Finally, Dan will share his proprietary "Cycle/Recycle" system to overcome the mindset obstacles that have been holding you back from making income generation work for you. 

Thursday, December 5, 2024, 1:30 pm - 2:15 pm
Investing in Real Estate in 2025 and Beyond
Mitch Roschelle |Madison Ventures +

This interactive session will discuss both the economic and political climate, and how real estate can become an important component of your investment portfolio. The session will explore the supplying demand drivers for housing and how real estate has outperformed other asset classes overtime. 

Thursday, December 5, 2024, 2:25 pm - 3:10 pm
Reducing Taxes and Creating Income with Natural Gas and Oil
Adam Butcher |Basin Ventures
Tim Davis |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. Come learn about our 2024-year end fund with strong tax advantages for 2024 and investment opportunities for 2025.

Thursday, December 5, 2024, 2:25 pm - 3:10 pm
The Case for Alternatives
J. Ryan Denton |The Milestone Financial Group at Morgan Stanley
Todd Sacks |Morgan Stanley
Christopher Vining |The Milestone Financial Group at Morgan Stanley
John Vita |The Milestone Financial Group at Morgan Stanley

Learn how alternative investments, such as private equity, private credit, real estate, and hedge funds, can enhance portfolios by providing income, reduce risk, and offer potential for stronger returns in an ever-changing market landscape. 

Thursday, December 5, 2024, 2:25 pm - 3:10 pm
Navigate Big Changes In 2025 The Smart Way!
Alex Goodwin |Turner Capital Investments

The Trump regime will be in full force in just over a month and big changes are coming. You have surely heard forecasts and estimates from the brightest among us who believe they know what the market will do. These market philosophers believe that they have superior market knowledge, allowing them to provide valuable insight into the future of the market. At Turner Capital, we do not subscribe to this belief.  Our common sense approach to investing allows us to take advantage of any market, without having to guess.

Thursday, December 5, 2024, 2:25 pm - 3:10 pm
The Gift of Philanthropy: Virginia Toulmin, Her Legacy-Our Future
Bill Villafranco |Virginia B Toulmin Foundation

Join Bill Villafranco as he provides a brief history of Virginia, where she grew up, her family life, her professional life, her wonderful life in Sarasota, her passion for giving, her philosophy of giving, some of her charities she supported, her estate plan, and the ramifications of her incredible insight on her legacy.

Thursday, December 5, 2024, 3:40 pm - 4:25 pm
How Bonds Fit into Your Portfolio
Jim Bianco |Bianco Research, LLC

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

Thursday, December 5, 2024, 3:40 pm - 4:25 pm
The Massive Small Cap Opportunity and Which Five Stocks to Own
Jason Bodner |MAPsignals.com

With interest rates set to fall, the massive $6.4 trillion cash bubble sitting in money markets is about to pop. Money will flow heavily into stocks but, in particular, small and mid-cap stocks. We are about to witness a very bullish run but it's not enough to simply buy an index and sit and wait. In order to beat the indexes, you need an edge. Jason from MAPsignals will discuss their proprietary quantitative method of picking market-beating stocks and give you five potentially leading small and mid-cap opportunities to get you started and positioned for the coming wave. You don't want to miss this... 

Thursday, December 5, 2024, 3:40 pm - 4:25 pm
How to Get an Edge in Your Trading Using Butterflies in 2025
Bruce Marshall |Simpler Trading

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

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

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

-Which commodity markets are moving, and how to participate

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

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

-Creative and high-probability speculation strategies in commodities 

*$249.00 per person if purchased by November 15
$299.00 per person if purchased after November 15
Thursday, December 5, 2024, 4:35 pm - 5:20 pm
Structured Products: Combining Debt and Equity Features
Milton "Todd" Ault III |The Deal Alliance

Join Todd for a discussion about an investment that blends the optionality of public vehicles with the potential high returns of venture capital—structured products. By combining debt and equity features, these innovative financial instruments offer customizable solutions to meet diverse investment goals, providing a unique balance of risk and reward tailored to individual needs. 

Thursday, December 5, 2024, 4:35 pm - 5:20 pm
Introducing Positiviti Lending: Empowering Change Through Microfinance in Kenya
Rudy Beltran |Positiviti Lending

Positiviti Lending 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 in a brighter future for all.  

Thursday, December 5, 2024, 4:35 pm - 5:20 pm
Exploring Wealth and Tax Advantages: Investing in Oil for Maximum Returns
Dan Sauer |Vertical Petroleum Industries

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

Thursday, December 5, 2024, 5:30 pm - 5:50 pm
All-Weather Investing in a New World
Nancy Tengler |Laffer Tengler Investments

The election is done and dusted. What are the investment implications (if any) for your portfolio? We will discuss how to build an all-weather portfolio no matter which way the political winds are blowing and explore sustainable investing ideas that can weather most any storm.  

Thursday, December 5, 2024, 5:55 pm - 6:15 pm
Top Tech Predictions for 2025
Daniel Ives |Wedbush Securities

Join Dan Ives as he discusses his top tech predictions for 2025 and the winners in this AI revolution. 

Thursday, December 5, 2024, 6:20 pm - 6:45 pm
All-Stars of Options
John Carter |Mastering the Trade
Mike Larson |MoneyShow
Bruce Marshall |Simpler Trading
Dan Passarelli |Market Taker Mentoring, Inc.

Options are an attractive and powerful vehicle for both long-term investors and active traders. They can help you generate more yield in your income-oriented portfolio, hedge your stocks against downside risk, spin off magnified gains through the use of leverage, and more. Join us for this interactive “bootcamp” session featuring three top experts in the field. They will teach you which strategies, tools, and tactics best fit current market conditions—and offer the most promise in the year ahead. 

Friday, December 6, 2024, 8:15 am - 8:25 am
Market Update
Mike Larson |MoneyShow

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

Friday, December 6, 2024, 8:25 am - 8:45 am
Why Real Estate? Why Now!
Mitch Roschelle |Madison Ventures +

This dynamic keynote will address the outlook for real estate against the landscape of other alternatives investments. 

Friday, December 6, 2024, 8:50 am - 9:10 am
What the New Administration Means for Tax Policy in 2025
Scott Hodge |Tax Foundation

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

Friday, December 6, 2024, 9:15 am - 9:35 am
Why and How Reagan Is Relevant to Investors Today
Scott Walker |Young America's Foundation

Scott Walker is president of the Young America’s Foundation, as well as the former governor of Wisconsin. He will share his unique insights on Ronald Reagan’s relevance to today’s investors. Scott will also discuss his outlook for the economy, fiscal policy, and the country as a whole in the wake of the monumental 2024 presidential election. 

Friday, December 6, 2024, 9:40 am - 9:55 am
Slash Your Taxes By 30% or More, Create Tax-Free Wealth for Life
Charlie Dombek |Axium Wealth

Most CPAs are historians who tell you how much you make, how much you owe, and how to write large checks at the last minute when you least expect it. Learn how to slash your annual taxes by 30% or more and create a lifetime annuity of savings that shaves years, if not decades, off your financial freedom goals. Discover how to use new tax credits to recover as much as 70% of your federal and state income taxes. There is still time to implement strategies for the 2024 tax year!

Friday, December 6, 2024, 9:55 am - 10:15 am
The Battle for the White House Is Over. The Battle for Your Wealth Has Just Begun.
Tim Davis |Basin Ventures
Mike Larson |MoneyShow
Stephen Moore |Committee to Unleash Prosperity
Nancy Tengler |Laffer Tengler Investments

When we gather in Sarasota, we’ll know who will be sitting in the White House for the next four years. But that’s just the beginning. The tax and spending policies the new president pursues will have wide-ranging impacts on the financial markets—and YOUR portfolio. Find out from these MoneyShow experts what you can expect out of Washington post-inauguration. Plus, get actionable investment and financial planning recommendations that will help you protect and grow your wealth under the new administration. 

Friday, December 6, 2024, 10:45 am - 11:05 am
2025 Global Economic Outlook
Alejandra Grindal |Ned Davis Research

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

Friday, December 6, 2024, 11:10 am - 11:30 am
What the Election Results Mean for the Economy and Your Investments
Stephen Moore |Committee to Unleash Prosperity

Over the past several months, Stephen has shared insider intelligence on the intersection of politics and economics with conference attendees—during one of the most consequential election cycles in US history. In Sarasota in December, he will discuss what the new president’s policies and politics will mean for you as an investor over the next four years. 

Friday, December 6, 2024, 11:30 am - 11:45 am
Investing in Volatile Markets
Scott Zelniker |UBS-The Zelniker Dorfman Carr & Heritage Group

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

Friday, December 6, 2024, 11:45 am - 12:05 pm
Macro Trends on US Real Estate and Asset Classes
Mike Larson |MoneyShow
Kevin Maloney |Property Markets Group
Mitch Roschelle |Madison Ventures +

Kevin Maloney founded PMG in 1991. In the ensuing years, he and his firm have managed all facets of more than 170 residential and commercial real estate development projects totaling more than $12 billion in delivered assets. Now, in this moderated discussion, you’ll have the opportunity to learn from Kevin what key trends he’s seeing in the US real estate markets. He will also discuss the outlook for various subsectors of the commercial real estate industry, and which asset classes look particularly attractive for 2025 and beyond. 

Friday, December 6, 2024, 12:10 pm - 12:30 pm
It’s Broken, So Let’s Fix It: An FDIC Alumni Briefing
William "Bill" Isaac |Secura Isaac Group
José Torres |Interactive Brokers

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

Friday, December 6, 2024, 1:00 pm - 1:45 pm
Are You Prepared for the Coming Bear Market?
Donald Hagan, CFA |Day Hagan Asset Management

Since 1901, there has been a bear market every 3.3 years. Find out if your portfolio reflects the lessons learned from the Tech Wreck, Great Financial Crisis, and Pandemic Shutdown. Understand which investment strategies protected wealth, and which turned out to be hype. Are your portfolio managers “bull market heroes,” destined for failure when the market declines, or do you own investments steered by managers with a steady hand and a rational approach?     

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

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

Friday, December 6, 2024, 1:00 pm - 1:45 pm
Real Estate in Today’s Economy
Mitch Roschelle |Madison Ventures +

 A deeper dive into the investment climate for real estate, and how conferance attendees can access institutional quality real estate investments for their portfolio.  

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

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

Friday, December 6, 2024, 1:55 pm - 2:40 pm
Taking Travel by Storm: Invest in the Company About to Become a Unicorn
Kevin Bidner |The Hotel Communication Network

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

Friday, December 6, 2024, 1:55 pm - 2:40 pm
Actionable Investment Ideas in the Current Market
Christopher Bostick |UBS-The Zelniker Dorfman Carr & Heritage Group
Jason Hughes |UBS-The Zelniker Dorfman Carr & Heritage Group
Justin Leins |UBS-The Zelniker Dorfman Carr & Heritage Group
Ryan Lynch |UBS-The Zelniker Dorfman Carr & Heritage Group
Scott Zelniker |UBS-The Zelniker Dorfman Carr & Heritage Group

Join panelists Jason Hughes, Justin Leins, and Ryan Lynch for a discussion on actionable investment ideas for allocating capital in the current environment.

Friday, December 6, 2024, 1:55 pm - 2:40 pm
What Wall Street Doesn't Want You to Know!
Phil Grande |Phil's Gang® Radio Show

 Free markets drive growth, but government intervention often disrupts that progress. Learn how to leverage these shifts to build wealth. 

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

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

Friday, December 6, 2024, 3:10 pm - 3:55 pm
Constructing an Investment Portfolio for the Unexpected
Catherine Avery |Catherine Avery Investment Management (CAIM)

Consistency, reliability, and predictability are not terms generally associated with financial markets yet they are the attributes most investors seek in their investment portfolio. Learn the strategies you need to create an investment portfolio that benefits in all market environments. 

Friday, December 6, 2024, 3:10 pm - 3:55 pm
Where Are Global Socks Headed, Post-Election?
Christo Barker |Fisher Investments

Want to learn how to better forecast global markets under the new administration? Join Fisher Investments’ Christo Barker as he breaks down how to stay disciplined during key market-driving events (with a focus on how politics impacts investor behavior). You’ll leave this session with a better sense of what’s coming next for global stock markets, as well as which stylistic and regional opportunities provide the most opportunity. 

Friday, December 6, 2024, 3:10 pm - 3:55 pm
Boost Equity Income with Dividends and Covered Calls
John Dobosz |Forbes Premium Income Report & Forbes Dividend Investor

Profit from a systematic strategy for generating income and capital gains for the long term. Writing covered calls on dividend-paying stocks quenches your thirst for income and feeds your portfolio’s total return.  

Friday, December 6, 2024, 3:10 pm - 3:55 pm
The Institutional Trader's Mind: Advanced Psychology for High-Stakes Trading
Deron Wagner, PhD (h.c.) |Morpheus Trading Group

Experience an exclusive, first-of-its-kind presentation that elevates trading psychology to an institutional level. Through a revolutionary immersive format, professional trader and educator Deron Wagner reveals the advanced psychological frameworks used by elite traders managing significant positions in today's markets. Drawing from over two decades of active trading experience and his renowned Wagner Daily report (in continuous publication since 2002), Wagner delivers sophisticated psychological insights through an innovative presentation format that sets a new standard in trading education. This is not another typical trading psychology lecture – it's an elite-level immersion into the mindset required for preserving and growing substantial wealth through trading. Whether you're managing institutional capital, significant personal wealth, or building your trading operation to the next level, you'll gain privileged insights into the psychological edge that separates consistently successful traders from the rest. Wagner's proven MTG methodology, which has guided thousands of traders through multiple market cycles, comes to life through an engagement format that sophisticated traders and investors must experience to appreciate. 

Friday, December 6, 2024, 4:05 pm - 4:50 pm
Structured Products: Combining Debt and Equity Features
Milton "Todd" Ault III |The Deal Alliance

Join Todd for a discussion about an investment that blends the optionality of public vehicles with the potential high returns of venture capital—structured products. By combining debt and equity features, these innovative financial instruments offer customizable solutions to meet diverse investment goals, providing a unique balance of risk and reward tailored to individual needs. 

Friday, December 6, 2024, 4:05 pm - 4:50 pm
Wealth Acceleration in the New Administration: Reduce Taxation & Improve Investment Performance, & Grow Your Wealth Rapidly!
Charlie Dombek |Axium Wealth

Discover how to benefit from the New Tax Plan! 80% of your wealth growth depends on two factors: how much you pay in taxes and how well your investments perform. Learn how personalized tax strategies and investment diversification into real estate and alternatives can create lifetime tax savings, protect gains, and accelerate your path to financial success.

Friday, December 6, 2024, 4:05 pm - 4:50 pm
Exploring Wealth and Tax Advantages: Investing in Oil for Maximum Returns
Dan Sauer |Vertical Petroleum Industries

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

Friday, December 6, 2024, 4:30 pm - 6:30 pm
Favorite Option Strategies in This Current Market Environment*
John Carter |Mastering the Trade
Jonathan McKeever |Simpler Trading

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

*$249.00 per person if purchased by November 15
$299.00 per person if purchased after November 15
Friday, December 6, 2024, 5:00 pm - 5:20 pm
AI & Data – The Clear Leader Ready to Take Over the World
Michael Lee |Michael Lee Strategy

In this presentation Michael will discuss the greatest stock idea he has ever seen, and why it’s a must buy for your portfolio.

Friday, December 6, 2024, 5:25 pm - 5:50 pm
Three Alternative Investments, Three Unique Opportunities
Rudy Beltran |Positiviti Lending
Kevin Bidner |The Hotel Communication Network
Mike Larson |MoneyShow
Jalen West |PPR Capital Management

More investors than ever before are turning to alternative investments to round out their portfolios. Now, find out about three unique opportunities in the space – and how they can offer YOU more income, profit potential, and diversification. Don’t forget to bring your questions for the company executives on stage!

Friday, December 6, 2024, 5:50 pm - 6:15 pm
Top Picks for 2025: 10 Stock and ETF Ideas for the New Year
Christo Barker |Fisher Investments
John Dobosz |Forbes Premium Income Report & Forbes Dividend Investor
Jeffrey Hirsch |The Stock Trader's Almanac & Almanac Investor
Louis Navellier |Growth Investor, Breakthrough Stocks, & Accelerated Profits

When we gather in Sarasota, we’ll know who will be sitting in the White House for the next four years. But that’s just the beginning. The tax and spending policies the new president pursues will have wide-ranging impacts on the financial markets—and YOUR portfolio. Find out from these MoneyShow experts what you can expect out of Washington post-inauguration. Plus, get actionable investment and financial planning recommendations that will help you protect and grow your wealth under the new administration. 

Saturday, December 7, 2024, 8:40 am - 9:00 am
Testing Tolerance
Sam Stovall |CFRA Research

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

Saturday, December 7, 2024, 9:05 am - 9:25 am
Mastering Bitcoin: Tactical Crypto Strategies for the Self-Directed Investor
Charlie Shrem |The Charlie Shrem Show

Charlie Shrem, an early Bitcoin pioneer and investor, discusses tactical strategies to leverage cryptocurrency in your portfolio. This session will cut through the noise and provide clear, actionable insights on approaching Bitcoin and other digital assets, whether you're looking for short-term gains or long-term growth. Learn how to identify key market signals, mitigate risks, and capitalize on emerging opportunities in the crypto space. 

Saturday, December 7, 2024, 9:30 am - 9:55 am
Update on the Secular Bull Market in US stocks That NO ONE Believes
Brian Belski |BMO Capital Markets

In this new market paradigm, investors must re-train themselves to do the opposite of what they have been doing. Higher rates than the last 10 years is now normal. Stock picking vs. always focusing on macro. Other stocks besides LC growth and tech should be OWNED. Buying stocks for the long run vs. only buying when they go up. 

Saturday, December 7, 2024, 10:00 am - 12:00 pm
Digital Money and More*
Lynne Marlor |Women in Digital Assets Forum

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

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

*$249.00 per person if purchased by November 15
$299.00 per person if purchased after November 15
Saturday, December 7, 2024, 10:15 am - 10:45 am
Meet and Greet
Brian Belski |BMO Capital Markets

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

Saturday, December 7, 2024, 10:45 am - 11:05 am
Turnaround Tom’s Top Picks for 2025
Thomas Hayes |Great Hill Capital, LLC

At his firm, Tom Hayes buys “high quality businesses when they are temporarily out of favor.” That has earned him the nickname “Turnaround Tom” for his ability to find diamonds in the rough. Attendees will learn in this keynote what potential turnarounds he’s looking at for the New Year – and how they can profit from them. 

Saturday, December 7, 2024, 11:10 am - 11:30 am
How the World Sees America’s Creditworthiness
David Kotok |Cumberland Advisors

As the federal deficit grows while the political turmoil intensifies, foreign investors are raising the price they receive when lending money to the United States. We will show how this happens and how much the rising cost is estimated to be. 

Saturday, December 7, 2024, 11:35 am - 12:00 pm
The Best Sectors (and Stocks) for the New Year
Brian Belski |BMO Capital Markets
Thomas Hayes |Great Hill Capital, LLC
Mike Larson |MoneyShow
Sam Stovall |CFRA Research

You will NOT want to miss this hard-hitting panel discussion, which will feature three of our top sector and stock experts in Sarasota! Find out which groups (and which companies within them) hold the most promise and profit potential as we head into the new year – and walk away with actionable recommendations you can put to work in your portfolio right away. Be sure to bring your questions, too. 

Saturday, December 7, 2024, 12:00 pm - 12:15 pm
Conference Wrap Up
Mike Larson |MoneyShow

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

Saturday, December 7, 2024, 12:30 pm - 2:30 pm
A to Z Active Investing for the Serious Self-Directed Investor*
Michele Schneider |MarketGauge.com

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

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

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

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

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

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

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

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

*$249.00 per person if purchased by November 15
$299.00 per person if purchased after November 15

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