The markets are more challenging than ever but that doesn't mean great results have to be. In fact, keeping things stupid simple will help you create a sustainable path to profits. Keith will share his take on what those things are, why they matter, and how to lineup your share of the profit potential before somebody else does.

Innovation and disruption are NOT enough. We want to find the most revolutionary technology companies on the planet that are creating trillion-dollar economies before they go mainstream. In this keynote address, Cody will show you how. 

Join The Deal Alliance for a deep dive into the factors driving companies away from public listings, from regulatory burdens to changing capital dynamics. Todd Ault will share insights into the high-value deals we execute, the diverse exposures we provide, and how we leverage technology and structured solutions to optimize risk and returns. 

In this insightful keynote, Mark will provide his updated outlook on technology stocks. He will cover whether macro, industry, and technology trends are as supportive in 2025 as they were in 2023 and 2024. Plus, Mark will provide his top picks for the road ahead. 

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.

The tech sector continues to amaze Main Street and Wall Street alike. New developments in Artificial Intelligence (AI), robotics, autonomous vehicles, and healthcare are enriching our lives, while also padding our portfolios with incredible profits. Now, get guidance from top sector experts on what to buy, what to sell, and what to avoid for the best returns in 2025-2026. Bring your hard-hitting questions, too, because our panelists will answer them to your complete satisfaction. 

Eric Wallerstein will discuss the similarities and differences between the current decade and previous ones. He will explain why he assigns a 55% probability to a productivity-led boom like the 1920s, 20% to a scenario similar to the Great Inflation of the 1970s (including a possible debt crisis), and 25% to a meltup like the one experienced during the late 1990s. He will also discuss why economists have been too pessimistic about the US economic outlook and not pessimistic enough about China’s economy. He will explain why he remains bullish with his S&P 500 targets of 7000 in 2025, 8,000 in 2026, and 10,000 in 2029. Along the way, Eric will balance his optimistic outlook with a discussion of widespread concerns about US government deficits and the unsettling geopolitical environment. 

 Want an “Insiders’ Guide” to building wealth in energy? Especially when so many competing forces are in play? Then you won’t want to miss what Adam Butcher and Tim Davis have to say in Dallas. They have decades of experience in the oil and gas industry and they’ll give you the real scoop on what’s happening in the sector. Among the topics they’ll cover: The latest petroleum supply and demand trends, developments in the liquefied natural gas subsector, what AI-driven power demand means for energy demand, and more! 

Todd is one of the nation’s leading authorities on investing in pre-IPO, early-stage companies with extraordinary catalysts for future growth. Richard has a distinguished career history in the diplomatic, intelligence, and public policy arenas. He was also just named a special foreign envoy in the second Trump Administration. During this lively and enlightening discussion, they will cover the state of financial markets, the impact Washington policy will have on the economy, and the key geopolitical developments and threats investors should be aware of. You will not want to miss this session, a highlight of the Dallas Symposium!

Stop trying to predict market moves! In this presentation, Markus will show you how he consistently generates six-figure annual profits using a systematic approach that works in bull, bear, and sideways markets. Learn the exact metrics he uses to evaluate trades, see real examples from his personal account, and discover how to structure positions that profit regardless of market direction. 

The giants of the tech world aren’t just competing anymore—they’re devouring. Hyperscalers like Amazon, Google, and Microsoft have turned the digital landscape into their private hunting grounds, swallowing smaller innovators whole. In this talk, Joe will break down how this feeding frenzy is reshaping industries, stifling competition, and creating opportunities for savvy investors who know where to look. You’ll learn why in the tech industry, it’s not just survival of the fittest— it’s survival of the fastest and the hungriest. 

The number of ETFs using options to pay high dividend yields has exploded over the last few years. Out of the 90-plus ETFs Tim Plaehn tracks and evaluates, 40 launched in the previous year and 50 over the last two years. Tim will cover how these funds work, and whether they make sense for investors. He will also share some favorites and discuss highyield ETFs to avoid.  

Fifteen million millennials are at household formation age, yet it is estimated that over 4.5 million homes are needed to meet demand. Investors can solve this problem, and benefit, by providing new supply through build-to-rent properties. In this presentation, find out which US markets have the strongest in-migration and demand. You’ll also find out how RealWealth has negotiated rates down to 4.25% with certain builders on new construction rental properties.  

Learn how the Alpha Fund strategically leverages structured debt and equity to create stability, liquidity, and high returns in volatile markets. 

Discover how peer-to-peer lending in Kenya offers unique lending opportunities. Learn about digital microfinance platforms, M-PESA integration, and returns ranging from 12%-36% annually. Explore how your lending funds create a social impact while generating attractive returns

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 sector 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 current 2025 Spring Fund with strong tax advantages and other opportunities planned for the year. 

Trump 2.0 has made a big splash on Wall Street, with positive impacts on many industries. Manufacturing is finally expanding again. Plus, a “peace dividend” is imminent, making 5% GDP growth now possible. The combination of accelerating earnings and more Fed cuts is a powerful one-two punch that should propel the strongest Trump 2.0 stocks dramatically higher. Louis will reveal his best A-rated stocks to profit from these trends. 

More and more companies are turning to Bitcoin to strengthen their balance sheets, in sectors from medical devices to media. Join us for a close look into how Bitcoin transforms the investment case for these adopters.

Discussions about retirement income planning can become quite confusing as there are so many different viewpoints expressed in the consumer media about the best approach to take. This presentation identifies and validates a set of scorable retirement income factors to define preferences for an overall retirement income style that will help you choose from the different viable retirement income strategies available.

Emerging markets offer growth and investment potential, but traditional approaches often overlook the risks and complexities associated with governance, personal and economic freedom, and structural stability across countries. This presentation will explore how freedom-driven investing not only helps investors achieve better potential long-term outcomes, but also directs capital toward freer markets and away from authoritarian and kleptocratic regimes. 

In this session, 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. After this session, 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.  

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

 Cannabis revenues have never been higher, and valuation have never been lower. Come find out why pension funds and even Berkshire Hathaway now have some new exposure to cannabis.

By the end of this century, the world’s population will have increased by half, that’s another 3.6 billion people. How are we going to feed and house them when our biodiversity challenges continue to deteriorate? Forests To Fortune has the answer, and it just so happens that savvy investors will profit handsomely.

Discover how corporate America is returning to unapologetic capitalism and meritocracy, shaped by recent shareholder-first activism. Learn why adopting Bitcoin as a treasury holding is a logical solution for corporations to prepare for a period of exponential technological change driven by the AI revolution.

Markets are constantly changing, but the need for new investing ideas is always constant. That’s why you can’t miss this panel! Our top Symposium experts will name their favorite stocks, ETFs, and sectors to buy at the time of the event. They won’t just name names, either. They’ll give you all the background on WHY they like those stocks and WHAT key drivers could propel them higher in the coming months. You’re going to want to take notes—and keep that smartphone handy in case you want to put some orders in right away!

Join Jonathan as he challenges the status quo of investing. By exploring the world of alternative investments far beyond the S&P 500, you can build a truly diversified portfolio that can thrive in any market environment. A Fox News contributor, former floor-trader, and professional money manager, Hoenig will help you learn how to identify overlooked opportunities and generate absolute returns in this engaging talk.

Dr. Alhajji is a world-renowned energy market expert, researcher, author, and investor who has advised governments, companies, financial institutions, and investors around the world. In Dallas, he will give attendees a 360-degree analysis of political, technological, and economic forces driving energy markets—and help them identify and profit from opportunities in the sector. 

The United States is a natural gas superpower. It produces more gas than China, Iran, Norway, and Qatar combined. The US is also the biggest supplier of LNG to Europe. In addition, nat gas will fuel the AI boom. Nearly all of Big Tech’s new AI data centers will be powered by gas-fired generators. Some 200 new gas plants are now in development in the US, which means domestic nat gas demand will increase by 10% or more over the next few years. How should investors respond? In this presentation, author, film producer, and podcaster Robert Bryce will explain why investors should bet on volumes, not prices. That means looking at the pipeline companies that move that fuel to domestic and international markets. Bryce will also discuss how the new Trump Administration, and recent federal court decisions, will affect the hydrocarbon sector. He will conclude with a brief discussion of why he continues to be insanely bullish on the future of the US.

The energy industry is in transition...but how long it will take, how much it will cost, and  how investors can prosper along the way are open questions. Estimates of the cost to completely transition to a “net-zero economy” globally run as high as $110 trillion over three decades. Yikes! 

Our expert panelists will cut to the chase, explaining what is fact, what is fiction, and what top 10 stocks or funds you can buy to profit in both the traditional and transitional energy subsectors. Bring a pen and paper, or tablet or smartphone, because you’ll want
to take notes as they “name names” for the benefit of your portfolio.

Join Kim Githler 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.

Since 1990, Jim has offered his unique perspectives on financial markets and the global economy –perspectives unencumbered by the biases of traditional Wall Street research. In Dallas, he will explore the outlook for the economy and bond market after the election. He will also explain what changing market conditions mean for your portfolio in the new year. 

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.

Tom has held multiple roles at Fisher over the years, joining the research group in 2018. His work focuses on investment sentiment, equity supply, and stock
style and size analysis – and he will explain what his indicators are suggesting about markets in 2025. Do NOT miss this hard-hitting and actionable keynote during your time in Dallas.

What is the Seventh Party System? How will it impact markets and the economy? Learn from leading financial educator and distinguished television personality Charles Payne. He will explain the concept and what it means to today’s investors and traders. Charles is one of the modern era’s most knowledgeable and dedicated market educators. His in-depth, hard-hitting, and actionable television interviews are must-watch events, while his written commentaries and recommendations are helping guide a whole new generation of investors and traders to greater wealth.

What does the view from the “top of the market mountain” look like? What big ideas are investors focused on—and what bold moves can you take to profit from them? You’ll get the guidance you need from some of the biggest names in the financial markets business during this insightful discussion. Those insights and recommendations will help you get your portfolio properly positioned for the new economic, political, and interest rate regime we’re facing in 2025. And that, in turn, will help you maximize your profits and minimize your risks. 

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.

Carolyn will share how she uses Fibonacci ratios on both the time and price axis of the market to identify key support and resistance decisions on the charts. These decisions are considered relatively low-risk, high-probability trade setups. This Fibonacci analysis can be used for stocks, options, futures, forex, commodities, cryptocurrencies, and bonds. 

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.

Join John Carter, author of Mastering the Trade and founder of Simpler Trading, as he discusses 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 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, John will review setups that can be taken the next trading day. 

Explore how structured debt and equity products are reshaping investment strategies, unlocking liquidity, and driving superior returns in today’s market. 

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. Learn about HCN, the Hotel Communication Network, a trailblazing software technology enterprise whose innovative solutions are in some of the largest Hiltons in the world.

Learn to design a customized income strategy delivering consistent 8-12% yields. Explore unique, proven investment strategies with low minimums, short hold periods, and options accessible to all types of investors.

Selling cash-secured puts is a low-risk option-selling strategy which generates weekly or monthly cash flow.This presentation will detail how to craft the strategy to buy a stock at a discounted price or to initiate a covered call trade. Topics included in the seminar include:
• Option basics
• The three-required skills
• Practical applications
Real-life examples along with rules, guidelines, and calculations are included.

Carley will outline various strategies to diversify and hedge a portfolio using futures and options. She will also review charts, fundamentals, and seasonality analysis of the day’s hottest commodity and financial markets. 

The Federal Reserve and Fed interest rate changes will soon wield less influence on markets relative to prior years. In this workshop, Erin will review some of the more powerful fundamental metrics that drive equities. They include profitability, capital efficiency, and value. 

Traditional financial planning and asset management strategies are often designed with career employees in mind. But the challenges and opportunities faced by entrepreneurs have unique risk-reward profiles. Join Rob as he shares his personal experiences and the proven strategies that have helped his entrepreneurial clients build life-changing wealth. Whether you’re an established entrepreneur or just starting out, this session will provide you with the tools and insights needed to
take your financial future to the next level.

AI is driving some of the most exciting advancements of our time. Its ability to analyze massive datasets, recognize patterns, and make predictions is fueling innovation in ways once thought impossible. Sydney will discuss AI-related developments in industries like healthcare, transportation, and education. He will also cover how they are creating new economic opportunities—and addressing critical societal challenges. 

The senior housing sector is at a pivotal moment, driven by an aging population, shifting care preferences, and a widening supply-demand gap. With the oldest baby boomers turning 79 and a wave of retirees on the horizon, the need for quality senior living options has never been greater. At the same time, economic uncertainty has underscored the sector’s resilience, with senior housing historically outperforming other asset classes during downturns. In this session, Matt will explain why now is the smartest time to invest. He will also explore opportunities in distressed and new development deals, and outline how investors can position themselves to capitalize on this demographic megatrend.

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.

Jerremy Newsome, CEO of Real Life Trading, is an active trader and educator who went from living in adjunct poverty to becoming a liquid multimillionaire in less than a decade. In this one-of-a-kind seminar, he will expand on his journey and how to adapt its lessons to your own financial lives. Specifically, he will cover:

* The beliefs that are keeping you stuck
* The words to use to radically change your financial influence in 2025
* The precise action steps to take to become a liquid multimillionaire
* How to discover your path to radical internal expansion

You will not want to miss this “money motivational” course in Dallas.

There is a tremendous amount of uncertainty percolating in the markets. This change has led to volatility in both equity and fixed income markets in an environment priced for perfection at the beginning of the year. How does that affect the macro-outlook, the actions of the Fed, and the fixed income markets going forward? We will look at these items and determine how to invest in a mutable market.

From stocks and Bitcoin to oil, gold, and real estate and land prices...what is setting up to happen over the next six months? Where are the best opportunities and where do you have to protect yourself from danger? Join John, author of Mastering the Trade, as he dives into the medium term investment opportunities he is seeing. 

The options market is on fire, with trading volume up 317% over the past eight years. In fact, a whopping 48.5 million equity, ETF, and index options traded on average each day in 2024. That was a new record, and up almost 10% from 2023. We’re bringing together some of our leading options experts in Dallas to help you capitalize on the trading boom.