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Three & Five-Hour Intensive Sessions (Group B)
These three-to-five-hour presentations are geared for serious investors and active traders who are willing to dedicate the time and effort to learn from the best. Insights from these experts will provide you with all the skills, knowledge, and confidence you need to succeed in the markets.


Exchange-Traded Funds—The Future of Diversification
Tuesday, May 16 • 2:30 pm – 6:30 pm


Discover the tremendous opportunities in the rapidly growing world of exchange traded funds (ETFs). This new investment product has mushroomed to more than 100 funds, expanding by 47%, just in the past year. You’ll learn about developments and trends: what’s hot, what’s new.

This session will also outline why mutual funds are no longer a great choice for investors, why ETFs deserve a larger percentage of your portfolio, and show you the complete list of ETFs, focusing on tools for monitoring. This faculty of ETF experts will show you how to invest in promising sectors, how to diversify globally, and how to create a balanced portfolio—all by using ETFs.

You will come away with a variety of specific ETF recommendations that have the potential to dramatically change the composition of your portfolio and maximize the returns of your investing strategy!

Carl Delfeld, President, Chartwell Advisor; Doug Fabian, Editor, Successful Investing, VIP Investor, and Fabian’s High Monthly Income; Tom Lydon, President, Global Trends Investments; Philip Edwards, Managing Director, Standard & Poor’s Investment Services

Carl
Delfeld

Doug
Fabian

Tom
Lydon

Philip
Edwards



$129 per person, includes refreshments, early-bird price if purchased before April 28. $159 regular price.



Winning Strategies From
Investment Superstars
Tuesday, May 16 • 8:00 am – 12:30 pm


Join this all-star roster of some of the brightest stars in the financial firmament as they look out over the next year to help you design an investment strategy that will both preserve and enhance the gains you have made.

In a series of riveting presentations, today’s most compelling financial topics will be addressed by some of The Money Show’s most popular speakers, who will reveal their personal picks and strategies on everything from mutual funds and REITs, large and small-cap stocks, global investment opportunities, and more. Listen to their wisdom and experience—and ask the most pressing questions pertaining to your own portfolio. The perspective you may gain from
this session could mean all the difference to your bottom line.

$149 per person, includes refreshments, early-bird price if purchased before April 28. $179 regular price.
Host
Charles Githler
Chairman
InterShow
Richard Band
Editor
Richard E. Band's
Profitable Investing
Louis Navellier
Editor
Blue Chip Growth Letter, Quantum Growth, and
Emerging Growth
Frank Cappiello
Chairman
Montgomery Brothers,
Cappiello, LLC
Ned Riley
Founder and CEO
Riley Asset Management
Michael Murphy
Editor
New World
Investors
James Stack
Editor
InvesTech Market
Analyst

 

How to Profitably Invest for Income—Throughout All Stages and Markets
of Your Life
Thursday, May 18 • 8:30 am – 12:30 pm


You won’t want to miss this intensive, four-hour workshop, led by Wall Street’s foremost income professionals. They will put to rest— once and for all—the myths surrounding income investing. And they will take you, step-by-step through the strategies that you will need to effectively utilize income instruments for diversifying your portfolio and maximizing your returns.

These income experts will show you how to:
• Determine the best income investments for your personal needs
• Effectively combine income investments with additional assets to maximize your diversification and returns while lowering your overall risk
• Ladder your portfolio for continuous, regular income streams

Additionally, they will describe the pros and cons of investing in the vast array of available income instruments, including bonds, Treasuries, REITs, utilities, dividend-paying stocks, mutual funds, and exchange traded funds. Come prepared with questions, as each speaker will be happy to address your personal concerns.

Marilyn Cohen, Columnist, Forbes; Roger Conrad, editor, Utility Forecaster; Neil George, editor, Personal Finance; Mark Skousen, editor, Forecasts & Strategies; and Nancy Zambell, editor, UnTapped Opportunities

Marilyn
Cohen
Roger
Conrad
Neil
George
Mark
Skousen
Nancy
Zambell



$129 per person, includes refreshments, early-bird price if purchased before April 28. $159 regular price.


Beginning Strategies for Successful Investing
Wednesday, May 17 • 2:30 pm – 5:30 pm


Imagine an increase of 849.1% in your portfolio from January 1998 to June 30, 2005. This is just what IBD’s CAN SLIM™ stock selection system did in a 7-1/2-year independent study performed by the American Association of Individual Investors. Remember, this time period includes the dot-com crash and three of the toughest periods the market has experienced in the last 100 years!

You will learn:
• How to recognize the performance traits great stock market winners share before their greatest price moves.
• How to time your buys—we’ll show you four main chart patterns that can be signs of strength building in a stock. By learning how to interpret those patterns, you’ll be able to spot the most ideal time to buy a stock and avoid chasing overextended ones.
• How to recognize the critical signs indicating a market top or market bottom—IBD™ has a proven record for citing major market turns. We’ll show you actual market shifts and the signals and clues that emerge while there’s still time to act.
• The sell rules that ensure you lock in your profits and cut losses short

$149 per person, early-bird price if purchased before April 28. $179 regular price.

 

 

 



Money Psychology 101: Overcoming the Seven Roadblocks to Financial Success
Thursday, May 18 • 8:00 am – 1:00 pm


Building, managing, and spending wealth continues to be one of the most challenging events in life. As investors we can become too fixated with performance vs. money management.

This workshop is designed for individuals who wish to take a serious interest in investing. It bridges the gap between the readily available descriptive material on investing and the highly mathematical work appearing in professional investment journals. This is not about get rich quick schemes or how to make 100% in 48 hours. However, you will learn how to plan, understand your investment personality, and apply that to managing your assets while making the maximum use of every dollar. You will learn how to save, invest wisely, take advantage of tax laws, and provide for a secure future for you and your family.

This workshop is not just about education! It’s about helping you…

• Overcome the four inches between your ears
• Avoid pitfalls to technical and fundamental analysis
• Develop tax strategies to win—taxable, tax-deferred, & tax-free
• Balance the difference between risk and volatility
• Manage your money vs. chasing performance
• Identify the power of focus with sectors

Join Jim Farrish, founder of Money Strategies, Inc., so you can be one of the many to benefit from his 20 years of experience in teaching and have a renewed vision for managing your money. There will be plenty of time for questions as well as interaction, ensuring you receive the maximum benefit from this workshop.

$99 per person, early-bird price, includes refreshments if purchased before April 28. $129 regular price.

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