During this three-day portfolio strategy summit, you’ll develop a playbook for ALL your investments—a comprehensive, actionable guide that covers both big-picture strategies and detailed topics. Whether your focus is on the stock market...commodities and precious metals...or commercial and residential real estate...it pays to have a playbook. Plus, you will also get to interact and network with our A-list speakers in an intimate setting designed to spark idea-sharing and enlightening conversation.
Welcome to MoneyShow's Silicon Valley Investment Masters Symposium!
As an analyst, author, and MoneyShow partner for decades, Keith has a long history of guiding our attendees to greater wealth and prosperity in all kinds of market cycles. At our Silicon Valley Symposium, he will share his favorite ways to capitalize on THIS market environment. Specifically, he will explain how and why people have spread their money around for years because they didn’t want to lose. Now, that’s holding them back. Join Keith for a lively, raucous discussion about why playing to win is the new path to profits and which investment themes will get you there.
Dr. John Rutledge has decades of experience in the private equity, real estate, and public market arenas. In this talk, he’ll explain why you should forget the Federal Reserve. That’s yesterday’s story. He believes inflation and interest rates will surprise on the downside, while spending and growth will surprise on the upside. Stock prices will increasingly reflect company performance, rather than Fed policy. That means investors will need to better understand intrinsic value and intrinsic risk. John will share the new set of tools they need to identify and capture value and monitor and control risk.
Explore the valuable advantages of directly investing in oil and gas with Crown Exploration.
Join Stephen Moore for this in-depth session, designed to bring you the latest intelligence available so you can identify and profit from the opportunities in today's markets. The knowledge you gain by attending this session can help you make better investing or trading decisions tomorrow.
You've listened to their presentations and heard their views. Now, meet with your favorite money experts, ask them detailed questions, and learn about new market opportunities.
Disruption is not enough. We seek out companies that are changing the world with technological revolutions and try to buy them before everybody sees the revolutions developing. This approach is what got us into Apple in 2003, Google on its IPO, Facebook at $20, Bitcoin at $100, and Nvidia at $8, among other home runs.
Jon is an economist, investor, and researcher affiliated with multiple think tanks, as well as host of the Capitalism and Freedom in the 21st Century podcast. In this session, Jon will share his outlook for domestic and foreign capital markets—and how investors can best adapt to current and future trends. Among the topics he’ll cover are how commercial real estate has been impacted by the work-from-home movement, why inflation appears to be subsiding, and what the fading of recession fears means for equities.
Find out why investors should be taking a closer look at the commercial parking garage space and learn how parking automation is poised to impact commercial real estate around the world. Parking Vault’s patented technologies increase parking efficiencies while reducing capital costs. Discover the future of parking with solutions that benefit the environment and consumer while creating financial benefits for the owner and developer.
What is our alternative and how should investors position themselves? Investors, policymakers, and industry players are all wrestling with the timetable, specifics, and implications of the shift from oil and natural gas to renewables and clean energy. They’re also trying to better understand how it will impact key industries like car and truck manufacturing and power generation and transmission.
Find out which companies and stocks will WIN in this transition, which stand to LOSE, what to BUY, and what to SELL—in both the traditional energy space and the renewables/clean energy arena.
Kathy is host of the Real Wealth Show podcast and founder of RealWealth.com, a California-based investment group with over 70,000 members. She is also an active real estate investor, developer, and former mortgage broker. In this informative session, Kathy will share her outlook for domestic and foreign real estate markets. She will also cover which asset classes will be in highest demand over the coming years based on demographic trends.
Artificial Intelligence (AI) leads the way. But there is much more to the great digital transformation story as the web, the cloud, connected cars, money, and recreation are creating vast new fortunes for individuals placing smart bets early. Learn about all these developments from long-time tech sector scribe Jon Markman.
Higher crude oil and natural gas prices have resulted in resurging revenue and earnings growth in the energy patch. Tension in the Middle East persists, and Russia is becoming increasingly unreliable as it struggles to maintain its crude oil wells in the Arctic Circle. Thanks to longer horizontal drilling and Guyana, North America continues to produce more crude oil and natural gas. Louis will reveal his best energy stocks in this session.
Rob is the president of BV Capital. During this informative briefing, you’ll discover how investing in a ground-up construction multi-family project can offer attractive returns in an estimated three-year timeframe. Rob will explain how multifamily building permits are down across Texas, even as the state continues to see considerable population growth. He believes this will create a supply and demand imbalance starting next year, conditions that have historically driven rents higher. Learn about his firm’s latest project—and the potential returns it could offer you.
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.
From due diligence to production, we will outline a typical oil and gas investment through our exclusive FINRA-registered broker-dealer, as well as the difference between vertical and horizontal drilling. See detailed examples of valuable tax benefits and potential income.
Join Michael Doerr, a top-recommended Spears' 500 wine adviser and multi-award-winning CEO, in this seminar to unlock the facts of wine and whiskey investing. Learn how a wine appreciates in value, what regions are deemed investible, the keys to storing wines, the basics of portfolio creation, about fine wine in the current economy, and the benefits of a managed service.
Over the past few decades, fine wine and whisky have proved themselves as highly profitable alternative asset classes, making it an attractive addition to many portfolios. A 2019 survey by Barclays Wealth and Investment Management revealed that over 33% of high-net-worth individuals have fine wine as part of their portfolio, allocating roughly 2% of their wealth to these collections.
Collecting with Oeno Future is an extremely simple and easy-to-understand process for both experienced collectors and those just beginning their journey in fine wine and whisky. Throughout the process, clients can be reassured that they will be fully informed about when, why, and what to collect. We are proud to be the only company of its kind with built-in exit strategies for our investors that include our hospitality supply arm, Oeno Trade, and our retail boutique in the heart of the City of London, in The Royal Exchange.
Event sponsor Parking Vault’s patented automated parking system is the fastest in the world. It is the same price per space to build as the concrete deck while saving 50% of the real estate. Cole McDowell, founder of this industry-disrupting business, will demonstrate how Parking Vault’s innovative approach to vehicle storage and retrieval will change the future of commercial garages while creating amazing returns for investors along the way.
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.
As we embark on this extraordinary journey into the boundless realms of artificial intelligence, our mission is to navigate the ever-expanding landscapes of intelligence, innovation, and technological marvels. The panel serves as our guiding compass, pointing towards a future where AI not only transforms industries but also reshapes the very fabric of our existence.
Join us on this exhilarating expedition as we delve into the forefront of AI advancements, unlocking new dimensions and charting territories previously unexplored. From cutting-edge research to real-world applications, our collective pursuit is to understand, adapt, and thrive in the dynamic and evolving landscape of artificial intelligence. Together, let's navigate this exciting odyssey, where the future unfolds before us with limitless possibilities.
Pilots are taught to use a checklist for every process performed in the cockpit, allowing them to minimize emotional reactions and focus on the evidence. Investors should use the same approach to improve consistency and inject more discipline into the investment process!
In this special two-hour masterclass, David Keller, CMT, chief market strategist at StockCharts.com, will share his technical analysis checklist that he has refined over decades of working with top money managers. He'll apply this powerful toolkit to current market examples to demonstrate how investors can maximize returns, minimize behavioral biases, and better manage downside risk.
Venturing into the alternative and private investing markets requires broadening your horizons beyond traditional investments. But the rewards for stepping out of your comfort zone can include greater profit and income potential, as well as better diversification. Hear from this panel of top event sponsors about the alternatives their firms offer—and how they can help enhance your returns.
Commercial real estate prices have been falling, particularly in the office market. Bank lending has tightened up, while the Commercial Mortgage-Backed Securities market has weakened. After falling more than 26% in 2022, the Real Estate Select Sector SPDR Fund (XLRE) has dipped by another couple of percentage points in the last 12 months.
And that’s GOOD news. Here is why—while many developers, financial institutions, and real estate investors have retrenched in the last 12-18 months, that was necessary given previous exuberance. We’re also seeing signs the worst may soon be over. Private real estate valuations dipped just 1.9% in Q3 2023. That was down from 5% at year-end 2022 and the fourth quarter of slowing declines.
At this panel, find out how you can capitalize on these three trends—including which five REIT stocks and funds you should buy to generate the most profit and income as the outlook improves.
Mark is one of the longest-running and most highly regarded analysts in the technology sector. His calls over the past 12-18 months on the "Magnificent Seven" stocks, social media and digital advertising trends, and the big-picture backdrop for growth investing have proven spot-on. Now, he will provide his perspective on the outlook for tech and growth stocks in the remainder of 2024, along with his updated top picks.
Protecting and positioning your portfolio through strategic investments over the next year will be critical. Understanding the impact of new technologies, disruptive innovations, and the new emerging workforce will be crucial to your success. Hear from Howard Tullman who, how, and where we work will all be radically changed.
Tech investments have created enormous amounts of wealth in the past few years, with the “Magnificent Seven” names leading the way. But some of the Mag 7 stocks have been fading, while other stocks in other sectors like industrials and materials have been playing “catch up.”
Over the past year-and-a-half, our experts on this panel have recommended to our investors stocks with phenomenal returns. Now, they will share their ten favorite stocks and ETFs for the next leg of this bull run.
India’s thriving economy and favorable demographics are creating a digital golden age that has set the country on course to be the third-largest economy by 2027 according to Morgan Stanley. With India’s swelling middle class of youthful online consumers as the catalyst, the country stands apart and is poised to lead global growth as it enters a golden age of digital transformation.
Join Jay Hatfield for an in-depth discussion designed to bring you the latest intelligence available so you can identify opportunities and profit in today’s markets. Exposure to income strategies is critical for a balanced portfolio in this volatile interest rate environment. While reviewing the outlook for interest rates and the credit cycle, Jay will show how a portfolio can benefit from income-oriented investments that seek consistent performance with low volatility.
With over two million cryptocurrencies in existence, what do you buy? This session is designed to equip participants with the knowledge and skills needed to navigate the complex and rapidly evolving landscape of digital assets. Attendees will learn how to analyze various cryptocurrencies and digital assets critically, understand market trends, and evaluate investment risks. The class will cover fundamental concepts, such as blockchain technology and tokenomics, as well as advanced strategies for portfolio management and risk mitigation. By the end of the course, participants will have a clear framework for making informed investment decisions in the volatile world of digital currencies.
As Moore’s law careens to an end in overheated data centers around the globe, a new carbon age is arising in 2D topologies of graphene. Learn from technology sector visionary George Gilder how it will transform every industry...and could relegate Silicon Valley to beachfront property!
Stan Ehrlich has been in the industry for over half a century, involved with lecturing, TV, market letters, and software developing. Stan will be using the “ECForecaster” cyclical analysis tool to teach you how to find, average, forecast, and manage automated trading systems. He will also cover what to look for to anticipate market turns.
The 2023-2024 run in Bitcoin is maturing. Ryan will talk about maximizing returns for the rest of this cycle, and where to take profit.
Stifel’s Lindsey Piegza has a keen eye for analyzing important economic developments and explaining what they mean to investors. In this thought-provoking address, she will cover how inflation remains elevated and how the pace of improvement has been disappointing. She will also explain how that complicates the Federal Reserve’s policy pathway relative to market expectations—and what the implications are for you.
José will provide a detailed update on economic and financial market conditions in 2024. Particular emphasis will be placed on consumer spending and labor markets, monetary and fiscal policies, and trends in equities, fixed income, and commodities. José will also cover the real estate and banking sectors, as well as manufacturing.
Direct investment in domestic oil drilling projects has several key advantages over other ways to invest in the energy sector and other investments in general. It is important to understand what makes direct investment unique and the advantages it has over royalties, traditional stocks, or ETFs. Dan Sauer will explain each of these differences, the tax advantages, potential profits, exceptional rates of return, and choosing the right type of project, as well as what has made him consistently successful in this sector for the past decade.
Investors are less concerned about an imminent recession so far this year than they were over the past two years. They are also less worried about inflation. Might this set of circumstances unleash a bout of irrational exuberance in the stock market, similar to what happened in the 1990s? That was a tech-led meltup that was followed by a tech-wreck meltdown during the early 2000s. There are similarities and differences between now and then.
Simplify’s chief strategist, Michael Green, shares his work on the evidence of increasingly significant impacts of passive investment strategies on equity and debt markets.
Navigating the crypto (digital asset) space can be complex and fraught with risk and uncertainty. Bill Barhydt, CEO at Abra, provides insights on what's next for the crypto markets and strategies for safely navigating these investment opportunities.
The Federal Reserve spent most of 2022 and 2023 HIKING interest rates. In 2024, the Fed is likely to CUT them. Markets are still debating when the process will start and how aggressive it will be. But clearly, the policy environment is shifting. The only question is, how should investors like you react?
Find out from our experts how rate-sensitive sectors like financials, utilities, and Real Estate Investment Trusts (REITs) will behave as the Fed pivots. And see which FIVE stocks, funds, and sectors you can put to work for greater profits in the remainder of 2024.
What's the first chart you look at every trading day? David Keller, CMT, has a morning coffee routine that begins with a weekly chart of the S&P 500 along with a proprietary technical analysis model based on trend-following and price momentum. In this session, he'll share why this chart is so important to his daily routine, what it's telling him about the current market environment, and how to avoid the key mistake many novice investors make with technical analysis!
Big Pharma is on a major shopping spree. Both AbbVie (ABBV) and Merck & Co. (MRK) have been very active on the M&A front, buying promising biotechs for 75% to 100% overnight premiums. Blockbuster drugs like Merck’s Keytruda, with $25 billion in annual sales, lose patent protection in 2028. Since biotech M&A is the best way to refill the pipeline, the transaction train should keep on rolling. Find out from John which companies look the most attractive for investors in this informative briefing.
Compared to institutional investors and family offices, most individual high-net-worth investors are under-allocated to alternative investments. And therein lies a great opportunity…but why is now such a good time to incorporate alts into your portfolio? The “Queen of Alternatives,” Shana Orczyk Sissel, helps you understand the best ways to evaluate and allocate to the fastest-growing space in investment management.
Rush Creek Resources was founded in 2014 by former Marine Alan Girardot to capitalize on what he believed would be the largest transition of mineral wealth Americans have seen in a generation. A decade later, Rush Creek owns and operates interests in 150 oil wells and 21 oil properties, encompassing 5,000 acres across Texas and Oklahoma. Join in as Alan equips you with the investment strategies Rush Creek has utilized to successfully amass a portfolio of passive income during the most tumultuous decade of price volatility the American oil industry has ever seen.
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.
This dynamic presentation will explore the transformative impact of micro loans on individuals and communities. Discover how these small-scale financial solutions have the power to uplift and empower individuals, enabling them to start businesses, pursue education, and escape the cycle of poverty.
Trading is not a career for everyone. Like any specialty, it requires a great deal of learning, training, and experience. You cannot just step into the ring and start pushing money around and believe you will be a successful trader. In this in-depth class, long-term options trader and educator Bob Lang will begin by explaining how he defines success—and how and why you can’t treat the markets like a casino. Then he will take a deep dive into several options market topics to help you achieve TRUE success. They include...
• What options are and how to trade different option structures • Spread trading, option Greeks, and repairing trades • Managing risk, position sizing, and using put options in all market conditions • The psychology of trading—and how to leave your ego out of it • Four fears traders face • Understanding time decay • Rolling trades—and how to create a FREE trade • Being proactive and when it makes sense NOT to listen to others • The benefits of a trading community (like a chat room) • Constant learning and feedback mechanisms
Plus, so much more. If you have ever considered trading options for a living—or simply want to improve your options trading results—you do NOT want to miss this session. Lastly, Bob will find out if you truly ‘know your options.’
What is money? Everyone uses money, but very few people take the time to really think about money, why it’s special, and what money is all about. The money we use today, the US dollar, has seen its value deflate dramatically over the past few decades, and it has been especially apparent in the recent post-pandemic years of high inflation. Bitcoin has been around for 15 years now, and at over $60,000, its price has reached all-time highs. In this talk, you’ll get to learn about the fundamentals of money in our modern society, what role Bitcoin plays, and why people say Bitcoin is the investment of a lifetime.
If there’s one thing clear from the market action in late 2023 and early 2024, it’s that investors are flocking to ALTERNATIVES. They’re seeking to augment the capital gains and income their portfolios spin off—and more effectively diversify—by investing in Bitcoin, precious metals, and other assets outside of traditional stocks and bonds.
In this panel, get answers to questions like: What will a declining dollar mean for Bitcoin and metals? How far can the moves in those markets go? What other alternatives should I be looking at in this environment? Plus, get an “Experts' Shopping List” of what to buy NOW.
Join Mike Larson and other experts during our networking reception!