|
2017-2018
Schedule

Meeting # 1:
Speaker: |
Dr.
Wesley Gray
www.AlphaArchitect.com |
Date: |
September
19, 2017 |
Time: |
7:00
p.m.
(Registration
6:30) |
Duration: |
2 hours
+/- |
Location: |
Crowne Plaza |
Topic: |
Quantitative
Momentum
|
Systematic
investment strategies always seem to look good on paper,
but many fall down in practice. Momentum
investing is one of the few systematic strategies that
has been shown to beat the market, withstanding the test
of time and the rigor of academic investigation.
Dr. Gray will provide invaluable guidance on
constructing your own momentum strategy from the ground
up.
o
Learn what momentum is and is not.
o Discover how momentum
can beat the market.
o Take momentum beyond
asset allocation into stock selection
o Access the tools that
ease DIY implementation
Large Wall Street hedge funds tend to portray themselves
as the sophisticated elite, but momentum investing
allows you to 'borrow' one of their top strategies to
enrich your own portfolio.
Speaker Bio:
Dr. Gray is one of the world's preeminent experts on
using momentum to achieve market beating returns.
After serving as a Captain in the United States Marine
Corps, Dr. Gray earned a PhD, and worked as a finance
professor at Drexel University. Dr. Gray’s interest in
bridging the research gap between academia and industry
led him to found Alpha Architect, an asset management
that delivers affordable active exposures for
tax-sensitive investors. Dr. Gray has published four
books and a number of academic articles. Wes is a
regular contributor to multiple industry outlets, to
include the following: Wall Street Journal, Forbes,
ETF.com, and the CFA Institute. Dr. Gray earned an MBA
and a PhD in finance from the University of Chicago and
graduated magna cum laude with a BS from The Wharton
School of the University of Pennsylvania.
The Alpha Architect
mission is to empower investors through education in
order to develop sustainable investors. We are a
research-intensive asset management firm with a focus on
concentrated value and momentum factor exposures. Our
core beliefs are 1) Transparency 2) Evidence-Based
Investing, 3) Systematic Decision Making, and 4) Win-Win
client relationships.
Dr. Grey's books on Amazon
https://www.amazon.com/s/ref=nb_sb_noss_1/143-8102407-1449314?url=search-alias%3Dstripbooks&field-keywords=wesley+gray |

Meeting # 2:
Speaker: Web: |
Jeffrey Beamer
McElhenny Sheffield Capital
Management
|
Date: |
Oct 17, 2017 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne Plaza |
Topic: |
Practical Ideas for Managing Your Portfolios |
The
markets are at an all-time high. Should you be
concerned? Should you do something different?
Or stay the course? Jeff will give us insights into
what he is currently seeing and what he is doing for
himself and his clients, and what you may consider doing
with your portfolio.
Biio:
Jeffrey Beamer is a 33-year
veteran of the trading/financial services industry and
is currently an Investment Manager with McElhenny
Sheffield Capital Management in Dallas Texas.
Prior to joining MSCM, Jeffrey
was the Founder and Managing Partner of Sigma Capital
Advisers LLC., a Registered Investment Advisor who
provided Individuals, Advisors and Institutions with
cutting edge investment management services.
Previously, Jeffrey was co-founder and Partner of
Lacerte Capital Partners L.P. and Lacerte Capital
Advisors LLC., a Registered Investment Advisor servicing
the Hedge Fund and Mutual Fund industry. Jeffrey
served as Portfolio Manager for their Onshore/Offshore
Hedge Fund as well as the Lacerte Guardian Fund (a
“40-Act Mutual Fund), served on the investment committee
and was Director of Trading and Research for the firm.
Jeffrey’s trading experience
began as a teenager in 1984 after he earned his first
securities licenses at the age of 19. In 1989
Jeffrey joined Fidelity Investments, the largest
privately held investment firm in the U.S. and
after 12 years with the firm, Jeffrey left Fidelity to
start his own firm, Sovereign Trading Group LLC, a
trading and consulting firm.
In 2002 Jeffrey began serving as
an instructor for the Options industry and has taught
thousands of professional and novice traders around the
world about the use of exchange traded options and still
teaches and lectures today.
Jeffrey has been featured in
numerous articles in the press including features on
CNBC.com, InvestmentNews.com, Dow Jones Newswire,
Euromoney Institutional Investor, Markets Media and has
been a featured guest on
The Educated Investor on KRLD a
CBS Radio affiliate in Dallas, Texas.
He is an active member of the
Dallas Security Traders Association, the Market
Technicians Association, and the National Association of
Active Investment Managers (NAAIM)
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Meeting #
3:
Speaker:
Web:
Date: |
Scott Juds
http://www.SumGrowth.com
http://www.AlphaDroid.com
Nov 14, 2017 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne Plaza |
Topic: |
Temporal Portfolio Theory - It's About Time -
And Improving Odds
|
Modern
Portfolio Theory (MPT) was developed long before
computers were available for analyzing daily market
data. Thus, MPT’s development was inherently limited to
long-term statistical analysis of portfolios and
resulted in relatively simplistic buy-and-hold
diversification models. However, academic and industry
studies have both long shown market data contains trend
information that can be used to improve the probability
of making better investment decisions. Temporal
Portfolio Theory extends MPT by integrating the
cross-disciplinary sciences of Matched Filter Theory,
Differential Signal Processing, Fuzzy Logic, and
Holistic Risk Management within a layered
Portfolio-of-Strategies framework to measurably improve
both risk and return performance. We’ll review the
technical details of each of these and examine how they
contribute to improved risk and return performance in a
few fairly simple portfolios.
Speaker Bio: Scott has over 30 years' experience
in both hands-on and executive-level positions. Scott is
the Founder and President of piTech Engineering, a
Seattle electronics and software engineering consulting
engineering firm. He was a Founder and Vice President of
Engineering for IDX Incorporated, an El Dorado,
Arkansas, company which develops and markets optically
encoded security tokens, coin acceptors and RFID
cashless payment systems. He was a Founder and Vice
President of Business Development for MobilServ
Technologies Corp., a San Diego, California, company
which developed wireless mobile-commerce systems. He was
also formerly the Vice President of Advanced Engineering
at EATON Corporation, Opcon Division, Everett,
Washington, which develops advanced industrial
photoelectric sensors and controls.
Scott
is the named inventor on over 40 U.S. and foreign
patents and is a published author of Photoelectric
Sensors and Controls: Selection & Application (Marcel
Dekker, New York, 1988). He holds a BSEE from the
University of Wisconsin - Madison and an MSEE from
Stanford University and is a Registered Professional
Engineer in the state of Washington.
Scott
is an avid snow skier, water skier, and windsurfer...
and as Chief SectorSurfer does "surf his sector of the
lake." He also finds great joy in baking Grandma
Juds' World Famous Blackberry Crisp for his friends
using the delicious blackberries picked along the
shoreline of Lake Washington where he resides.
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Meeting #
4:
Speaker:
Date: |
Frank Ochoa
www.PivotBoss.com
December 19, 2017
|
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne Plaza |
Topic: |
Swing Trade Like a Pro: Finding High
Probability Swing Setups and Forecasting Accurate
Targets
|

Frank will teach you how to identify quality swing
trading opportunities in any market condition, and will
show you how to find precision entries and targets so
that you minimize adverse excursion and maximize your
profit potential. Frank has analyzed the market
every day for over 13 years and cultivated his
techniques into a fine art using the best technical
indicators available to traders. Frank will discuss his
best leading indicators including Money Zone, Floor
Pivots, and the Camarilla Equation. He will delve
into powerful concepts such as TWO Day relationships,
Pivot Width Forecasting, Pivot Trend Analysis and
Multiple Pivot Hot Zones.
Speaker Bio:
Frank Ochoa is a 19-year market veteran and author of
the highly acclaimed book, Secrets of a Pivot Boss. He
owns and operates the educational trading company
PivotBoss, LLC (www.pivotboss.com),
actively trades through Ochoa Capital Management, LLC,
and is also a contributor for MrTopStep in the IM PRO
trading room. Frank specializes in leading edge
indicators, including pivot-based tools, volume-based
indicators, and price-based concepts. He has traded in
both discretionary and fully-automated trading
environments, and has played an important role in the
research and development of trading software, including
the creation of advanced trading systems. Frank
is a leading trading educator and excels in teaching a
range of topics, including Pivot-Based Analysis, Market
Profile Analysis, Volume Profile Analysis, and
Price-Based Analysis. His methods have been adopted by
traders all over the world, earning him a reputation of
being a top educator in the field.
Frank is also
a highly accomplished general market analyst, and has
made spectacular calls over the last decade, including
the market crashes of 2001 and 2008, and the market
rallies of 2003, 2005, and 2009.
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Meeting #
5:
Speaker: |
Jeff Drake
Director of Trading
Technology, Nirvana Systems
www.NirvanaSystems.com |
Date: |
January
16, 2018 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne Plaza |
Topic: |
Adaptive Trade Management: Adjusting to Changing Markets
for Superior Performance
The
only certainty in financial markets is that nothing is
certain. The ability to adapt to changing market
conditions allows us to outperform bullish markets, but
also protect ourselves in bearish times. Adaptive
Trade Management (ATM) is a new technology created by
Nirvana Systems.
|
In
this presentation, Jeff Drake, Nirvana’s Director of
Trading Technology, will introduce you to an automated
approach to deal with market changes. Whether it
be adjusting our trading strategy, trade management, or
portfolio allocation, see how ATM gives us the peace of
mind knowing that as markets change, our trading
approach will automatically change in order to achieve
the optimal investment outcome. This will be
applied to swing trading, reversion to the mean and
trend following strategies
Bio: Jeff Drake is the Director
of Trading Technology at Nirvana Systems, leading a team
of scientists designing and creating dozens of advanced
trading products.
Jeff has more than 20 years of
experience in trading, trading consultation, software
development, financial markets and education.
He has been the lead developer
of Nirvana's Trading Strategies, with a strong emphasis
on swing trading strategies. These products and
strategies are used by traders and investors around the
world in order to engage the financial markets.
Jeff's true passion is in
educating traders. He has created a vast number of
educational seminars, and he has presented live seminars
across the U.S. to thousands of traders. Jeff was
one of the creators of OmniTrader University, an
extensive collection of various trading methods and
analysis techniques. Additional educational works
include the books Profiting with Indicators and Creating
Winning Trading Strategies as well as multiple tutorial
series.
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|
Meeting #6:
Speaker:
Web: |
Mike Turner
www.TurnerCapitalInvestments.com
|
Date: |
Feb
20, 2018 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
How to always know whether to be bullish,
bearish or go to cash. |
Do
you find yourself guessing about what the market is
going to do in the future? What is North Korea
going to do? What is Trump going to do? What will the
Fed do next? Will the tax plan get through Congress?
Will it work? What is going to happen to the
dollar? Will we be attacked by terrorists? A correction
is long overdue, so should I hedge my bets in the
market? Will the next correction be a buying opportunity
or the precursor to something worse? Is now the
time to sit on cash or be fully invested? You hear
forecasts and talking heads giving one opinion after
another… they are ALL guessing. No one knows the
future, but that does not mean you have to guess one way
or the other. I will show you how to follow my
“Three Immutable Laws of Investing” and never have to
guess what the market is going to do. I will show
you why Jack Bogle, Jeremy Siegel, Mark Skousen and
Warren Buffett (along with virtually all asset managers)
try to talk you into one of the riskiest investment
strategies ever created: buy-and-hold. I will also
show you why trying to time market tops and bottoms is a
fool’s game. The financial world wants you to
think there are only two choices: buy-and-hold or
market-timing. There is a far, far better, safer
and more profitable way to invest in the stock market
(and, no, it’s not options, futures, FOREX or… shudder…
annuities). Spend an evening with me and I will
change the way you think about, and invest in, the stock
market forever. I will show you how to
consistently measure the market and position your
holdings accordingly so that you will always be on the
right side of the market and never get caught unprepared
in the next bear market. The process I will show you is
not magic, and it is not opinion. It is math, rules, and
discipline. You will learn how to never fear putting
your money to work in the stock market and always know
when to be bullish, in cash, or bearish.
Speaker Bio:
Turner Capital Investments’
Founder and Chief Trading Strategist is Mike Turner.
His formal education is Engineering, Computer Science
and Finance. He is a 20-year veteran in the field
of sophisticated software systems development and by
more than 15 years in the field of finance and stock
market strategies.
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Meeting #7:
Speaker
Web: |
Chuck
Fulkerson
http://iiefinancial.com/
|
Date: |
March
20, 2018 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
Trading Price Action – No Indicators, No Oscillators –
just price! |
The key to all trading is understanding supply and
demand, and how to best quantify supply and demand on a
proce chart. When one truly understands how to identify
fair value price areas and areas of infilled order flow
they will become more adept at reading charts in any
timeframe and in any market!
Bio:
Chuck has a passion for helping people achieve the life
they choose to live, not just the one they have to. As
the founder of IIE Financial, he uses his knowledge and
15+ years of experience to build active investment
strategies that fit into the firm’s overall mission to
help clients achieve long term financial health. He was
introduced to the financial markets early in his career
by a group of friends and colleagues that were
experienced in the industry and were making a positive
difference in the lives of others. The desire to learn
more about how markets work led to him to become an
insurance specialist before finding his passion as a
financial educator.
The financial industry’s
traditional investment approach and lack of effective
risk management led him to develop investment solutions
that could reduce risk while providing the returns
needed for clients to achieve the life they desired.
Chuck began teaching for the world’s largest
international trading and investing education academy,
eventually becoming Director of both instructor and
student development. During his time with the academy
he personally taught over 10,000 students all over the
world in many different capacities, including but not
limited to short and long term trading and investing
using asset classes such as stocks, options, futures,
forex, etc. in both physical classrooms and online while
also directing a team of 100+ global instructors.
During his time teaching classes about Stocks,
Options, Futures, Forex, Real Estate, and Portfolio
Management he discovered that many of the investors who
came to learn were really just looking for a better
solution to their problem. They were really looking for
someone that would manage their assets in a way that
would increase probability, decrease risk, and give them
true diversification. Chuck founded IIE Financial with
the mission statement “willing the good of another” and
his unique investment systems because of those countless
investors who were eager for a very crucial solution to
a very common problem.
Chuck lives in Houston TX
with his wife Annie and two young boys. He enjoys
spending time with family, golfing in the beautiful
Houston weather, and serving his Church community.
.
|

|
Meeting #
8:
|
Allan Ellman
www.thebluecollarinvestor.com/
|
Date: |
April
17, 2018 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
How to Generate Monthly Cash Flow and Purchase a Stock at a
Discount Using Two Low-Risk Option Strategies |
Covered call Writing and Selling Cash-Secured Puts
Stock
option strategies can be crafted to meet specific goals and
match personal risk-tolerance. This presentation will focus on
two low-risk option-selling strategies geared to generating
monthly cash flow and buying a stock at a discount. Five
actionable strategies will be discussed and information will be
provided for both beginner and more advanced option traders:
• Covered call writing
• Selling cash-secured puts • The
PCP (put-call-put) strategy •
Portfolio overwriting (leveraging our long-term buy-and-hold
portfolios to achieve higher returns)
• The zero-dollar collar
Free DVDs and free access to the Ellman
call and put calculators will be available to all attendees.
Bio: Dr. Ellman is President of The
Blue Collar Investor Corp and author of four best-selling books
on the subject of covered call writing. His 4th book, Stock
Investing for Students, is now required reading at The
University of Maryland, Ramapo College and other educational
institutions. His fifth publication, Selling Cash-Secured Puts
has also become a best-seller. He has also produced several DVD
educational programs of this subject. Over the past few years,
Alan has been a frequent guest on financial forums such as the
Options Industry Council’s Wide World of Options. He is also a
national speaker for The Money Show, the Stock Traders Expo the
American Association of Individual Investors. He writes weekly
articles for his award-winning blog as well as various financial
publications in the US and abroad.
Alan wears many hats as he is also a
retired General Dentist, a licensed real estate salesperson, a
certified personal trainer and has successfully completed the
Series 65-Investment Advisor Rep requirements. Alan’s passion is
his desire to educate average retail investors how to become
CEOs of their own money using his favorite strategies…covered
call writing and selling cash-secured puts.
Alan’s books on Amazon:
http://tinyurl.com/alansbooks
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Meeting # 9
Speaker:
Web:
Date: |
Adrienne Toghraie
www.TradingOnTarget.com
May 15, 2018 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne Plaza |
Topic: |
Overcoming 15 Self-Sabotage Traps in Your
Trading/Investing
You can have the best strategy in the world,
but if you don't follow it you are not getting its
full profit potential. What holds us back is
psychological self-sabotage. Come learn ways to
overcome these traps we all fall into that keeps us
from reaching our full potential.
t
Speaker Bio:
Adrienne Toghraie's unique expertise is in assisting
traders and other high achievers in overcoming
self-imposed limitations to reach each next level of
success.
She
is a key-note speaker for those who want to be
inspired, motivated, informed and who want to change
their lives for the better.
Adrienne is a best selling author of 13 books, which
assist people in transforming their lives.
ADRIENNE is considered an expert by her peers in the
financial community for coaching traders, brokers, and
investors to their next level of success. Her 13 books
on the psychology of trading have been highly praised
by financial magazines. Adrienne’s public seminars
and private counseling have achieved a wide level of
recognition and popularity, as well as her television
appearances and keynote addresses at major industry
conferences.
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