watch 55+ investing & trading · presentation important recent changes in iras and other...

V I R T U A L E V E N T S

J UNE 10– 1 2 , 2020

STRE AMING L IVE

SHOW S C HEDULE & D IR ECTORY

WATCH 55+INVESTING & TRADING

EXPERTS LIVE!

POWERED BYTITLE SPONSOR EVENT SPONSORS

2

T A B L E O F C O N T E N T S

S P O N S O R S & M E D I A P A R T N E R S

Schedule

Day 1 • Wednesday, June 10� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �4

Day 2 • Thursday, June 11 � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 5

Day 3 • Friday, June 12 � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �6

Sponsor Profiles � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 8

Company Profiles � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 9-17

Unlock the Prize Vault � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 17

Virtual Pass & Calendar of Upcoming Virtual Events � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �19

A special thank you to all of our sponsors and media partners!

MEDIA PARTNERS

TITLE SPONSOR EVENT SPONSORS

3

W E L C O M E

DEAR INVESTORS & TRADERS:

Welcome to the most dynamic virtual educational event for investors and traders!

MoneyShow has been connecting the brightest and most innovative minds in the financial industry with self-directed investors and traders for almost four decades� We know that when markets shift, so too should our investing and trading strategies� At MoneyShow, we aren’t simply acknowledging this fact but putting it into action by transforming our model to adjust to the current reality to meet the needs of today’s investors and traders�

Over the next few days, The MoneyShow Virtual Event will bring an even greater level of expertise right into your living room (or basement office) with more than 55 live sessions designed to provide you with in-depth analysis and specific strategies for every sector and asset class� Our experts will also introduce unique tools and techniques designed specifically for the current volatile markets�

Plus, to help you find the sessions that interest you most, sessions will be tagged with keywords and we’ll provide you with personalized recommendations based on your unique interests�

Our speakers will address questions such as:

• How will reopening the economy work out?

• What will be the long-term implications of the massive stimulus created over the last quarter, both domestically ang globally?

• Will the United States allow its interest rates to go negative, and what would be the impact?

• What new companies and sectors will be the long-term winners and losers from the pandemic?

• How will social unrest affect the markets?

This is not simply a series of webinars; we are bringing you the full conference experience with over 50 exhibitors sharing the most cutting-edge investing and trading tools, platforms, and research to help you become a more successful investor and trader�

WATCH LIVE SESSIONS: Watch LIVE market analysis, get timely portfolio advice and picks from the pros, and learn new strategies for investing and trading in today’s volatile market environment�

VISIT VIRTUAL BOOTHS: Learn about the latest products and services from leading companies while watching corporate videos and adding research reports, investor kits, and educational content to your digital briefcase�

INTERACT WITH EXPERTS: Interact with our experts and global community of investors and traders via LIVE chats and message boards to expand your network and find answers to your questions�

So, enjoy The MoneyShow Virtual Event, build invaluable knowledge, and chart your path towards growth and prosperity in any market condition�

Sincerely,

Kim K. Githler | Chair & CEO

V I R T U A L E V E N T S

JUNE 10– 1 2 , 2020

STRE AMING L IVE

4

S C H E D U L E O F E V E N T S DAY 1

W E D N E S D AY, J U N E 1 0 , 2 0 2 0

ROOM 1

INVESTING STRATEGIES, TECH, BIOTECH

10:20 am – 10:50 am

Educational Presentation

Important Recent Changes in IRAs and Other Retirement Planning Strategies You Must Know (RETIREMENT)

ROBERT CARLSONEditor, Retirement Watch

11:00 am – 12:00 pm

Sponsored Presentation

The Money Multiplier Method (TOOLS)

BRENT KESLERMoney Coach and CEO, The Money Multiplier

12:10 pm – 12:40 pm


Catching Super Stocks Before Their Big Move (STOCKS)

AMY SMITHNational Speaker, Investor’s Business Daily

12:50 pm – 1:20 pm


Reprogramming the Course of Cancer and Diabetes (BIOTECH)

RODNEY VARNERCEO and Chairman of the Board, Genprex

1:30 pm – 2:00 pm


Three Investing Ideas for an Uncertain Future (STOCKS)

JERRY ROBINSONTrend Trader and Trading Coach, Followthemoney�com

2:10 pm – 2:40 pm


Cannabis Investing Post-COVID-19: Why Now Is the Time to Invest (CANNABIS INVESTING)

MICHAEL SCOTT, Founder and CEO, Cannapreneur PartnersTODD SULLIVAN, Co-CEO, Cannapreneur Partners

2:50 pm – 3:20 pm


Three $20 for $1 Biotech Stocks (BIOTECH)

MICHAEL MURPHYEditor, New World Investor

3:30 pm – 4:00 pm


Kineta, Inc.—Developing Novel Immunotherapies to Transform Patients’ Lives (BIOTECH)

SHAWN IADONATOChief Executive Officer, Kineta, Inc�

4:10 pm – 4:40 pm


Biotech Investing Post-COVID-19 Pandemic (BIOTECH)

JOHN McCAMANTEditor, Medical Technology Stock Letter

4:50 pm – 5:20 pm


Innovative Pharmaceutical Cannabidiol (CBD) Therapies for Heart Disease (BIOTECH)

DAVID ELSLEYPresident and CEO, Cardiol Therapeutics

5:30 pm – 6:00 pm


The New Space Race (TECHNOLOGY)

JON MARKMANEditor, Tech Trend Trader, The Power Elite, and Strategic Advantage

ROOM 2

10:00 am – 10:30 am


The Easiest Day Trading Strategy Ever (STRATEGIES)

JERREMY NEWSOMECEO, Real Life Trading

10:40 am – 11:10 am


Buy and Hold or Sell and Fold: Where Are the Markets Headed in 2020 and Beyond? (MARKETS)

STEVE HOCHBERGChief Market Analyst, Elliott Wave International

12:00 pm – 12:30 pm


Generational Trade in COVID-Crushed Sectors Using LEAPS (OPTIONS)

BRYAN PERRYEditor, Cash Machine, Premium Income, Quick Income Trader, and Instant Income Trader

12:40 pm – 1:10 pm


How to Predict Market Direction Up to Five Days in Advance (TOOLS)

JEFF TOMPKINSPresident and Chief Investment Strategist Altos Trading

1:20 pm – 1:50 pm


How to Protect Yourself in Volatile Market Times (OPTIONS)

BOB LANGPresident and Chief Options Strategist, Explosive Options

2:00 pm – 2:30 pm


Work from Home Profitably (TOOLS)

JAMES VISCUGLIAFounder, Trading Made Easy

2:40 pm – 3:10 pm


The Three Time Frames of Technical Analysis (TOOLS)

DAVID KELLERChief Market Strategist, StockCharts�com

4:00 pm – 4:30 pm


How Conservative Investors Use Options (OPTIONS)

KERRY GIVENFounder and Managing Director, Parkwood Capital, LLC

4:40 pm – 5:40 pm


Predicting Favorable Outcomes for Options Trades (OPTIONS)

MATT CHOIFounder, Certus Trading, Inc�

FREE INVESTING & TRADING EDUCATION ALL YEAR LONG!

Visit MoneyShow.com/newsletters to sign up today!

5

S C H E D U L E O F E V E N T S

T H U R S D AY, J U N E 1 1 , 2 0 2 0

DAY 2

ROOM 1

ALTERNATIVE INVESTING, COMMODITIES

Sponsored by:

10:10 am – 10:40 am


Why Gold Will Be the Best Investment for the Years to Come (COMMODITIES)

MARY ANNE AND PAMELA ADENCo-Editors, The Aden Forecast

11:00 am – 11:30 am


He or She, Who Loses the Least this Year, Wins! (MARKETS)

DENNIS GARTMANEditor and Publisher, The Gartman Letter, L�C�

11:40 am – 12:40 pm


Lost Treasure of the China Mint (COMMODITIES)

BRIAN ASPENFounder, Preferred Coin Exchange

12:50 pm – 1:20 pm


High-Grade, Safe Jurisdiction, and Solid Partners: Copper, Zinc, Lead, Gold, Silver, Cobalt (COMMODITIES)

PATRICK DONNELLY, VP Corporate Communications and Development, Trilogy Metals

1:30 pm – 2:00 pm


What Will Take Gold to a New High? (COMMODITIES)

GREG McCOACHEditor, The Mining Speculator

2:10 pm – 2:40 pm


Trust Deeds: A Passive Real Estate Investment (REAL ESTATE)

COLBY TRAHInvestment Development Executive, Ignite Funding

2:50 pm – 3:20 pm


What the Palladium Experience Can Teach Us About Gold and Silver’s Coming Epic Run (COMMODITIES)

DAVID H. SMITHSenior Analyst, TheMorganReport�com

3:30 pm – 4:00 pm


Real Estate Investment: How to Invest in the Future of Parking (REAL ESTATE)

COLE McDOWELLCEO, Auto Parking Vault

4:10 pm – 4:40 pm


How to Profit as the Great Gold Rush Gains Steam (COMMODITIES)

MIKE LARSONEditor, Weiss’ Safe Money Report

4:50 pm – 5:20 pm


Bargain-Priced Gold Play with Plenty of Upside in a Safe Jurisdiction (COMMODITIES)

FRANK BASAPresident and CEO, Granada Gold Mine, Inc�

5:30 pm – 6:00 pm


Investing and Speculating in Precious Metals and Commodities Markets During Times of Crisis (COMMODITIES)

RICK RULEPresident and CEO, Sprott US Holdings, Inc�

ROOM 2

TRADING & INVESTING STRATEGIES

Sponsored by:

10:00 am – 10:30 am


Mastering the Changes in the Market by Understanding and Using Volatility (STRATEGIES)

ANNE-MARIE BAIYNDPresident and CEO, TheTradingBook�com

10:40 am – 11:10 am


Trading with Market Volatility (STRATEGIES)

MICHAEL GOLEMBESKYSenior Analyst, ElliottWaveTrader�net

11:20 am – 11:50 am


Crown Electrokinetics—A Global Leader in DynamicTint (TECHNOLOGY)

DOUG CROXALLChairman and CEO, Crown Electrokinetics

12:00 pm – 12:30 pm


Harnessing Volatility: Is Your Trading Strategy Up to the Challenge? (STRATEGIES)

ADRIAN MANZCo-Founder and Daily Contributor, TraderInsight�com

12:40 pm – 1:10 pm


Learn Options: Give Me 30 Minutes and I’ll Save You 100 Hours (OPTIONS)

FELIX FREYFounder, OptionsGeek

1:20 pm – 1:50 pm


Best Trading Strategies in the New Normal (COMMODITIES)

OMAR AYALESEditor, Gold Charts R Us

2:00 pm – 2:30 pm


SafeMoney in Your Estate/Retirement Plan: 3 Tips for 2020 and Forward (ESTATE PLANNING)

CORY GRANTFounding Partner and Shareholder, SafeMoney, LLC

2:40 pm – 3:10 pm


Finding Pockets of Strength to Beat the Market (MARKETS)

JASON LEAVITTCo-Founder, Leavitt Brothers, LLC

3:20 pm – 3:50 pm


Vuzix—An Augmented Reality Leader (TECHNOLOGY)

PAUL TRAVERSFounder, President, and CEO, Vuzix

4:00 pm – 4:30 pm


Where is the 2019 Market Timer of the Year Investing in 2020? (STOCKS)

MARK LEIBOVITEditor and Publisher, LeibovitVRNewsletters�com

4:40 pm – 5:10 pm


How to Profit from Violence in the Market (STRATEGIES)

OLIVER VELEZChief Trading Officer and CEO, iFundTraders

5:20 pm – 5:50 pm


Call Options for Additional Income (OPTIONS)

KEVIN SIMPSON, Founder and Chief Investment Officer, Capital Wealth Planning

JEFFREY SAUT, Chief Investment Strategist, Capital Wealth Planning

6

S C H E D U L E O F E V E N T S

F R I D AY, J U N E 1 2 , 2 0 2 0

DAY 3

INVESTING ROOM

DIVIDENDS & INCOME

Sponsored by:

10:10 am – 10:40 am


Invest Like a Genius—The Investment Secret of Benjamin Franklin, Albert Einstein, and Warren Buffet (INCOME)

JAY SUGARMAN, Chairman & Chief Executive Officer, iStar, Inc� & Safehold, Inc�

10:50 am – 11:20 am


So, You Think You Missed the Big Rally in Stocks? No, You Didn’t (INCOME)

KELLEY WRIGHTManaging Editor, Investment Quality Trends

11:30 am – 12:00 pm


Beyond Amazon: Uncovering the Quarantine’s Other Global Winners (GLOBAL)

BRENDAN AHERNChief Investment Officer, KraneShares

12:10 pm – 12:40 pm


Selling Options on Safe Dividend-Paying Stocks (DIVIDEND)

JOHN DOBOSZEditor, Forbes Premium Income Report and Forbes Dividend Investor

12:50 pm – 1:20 pm


Aflac’s Strategy and Outlook for 2020 (STRATEGIES)

DANIEL BELLWARESenior Manager, Investor Relations, Aflac Incorporated

1:30 pm – 2:00 pm


Evaluating Great Stocks for Your Portfolio (STOCKS)

KAMIE ZARACKIFormer CEO, BetterInvesting

2:10 pm – 2:40 pm


SAFE Investing: A REIT with No Peers (INCOME)

IAN SELIGInvestor Relations, Safehold, Inc�

2:50 pm – 3:20 pm


How to Find the Phoenix Stocks Rising from the Ashes of a Market Crash (STOCKS)

JASON BODNERCo-Founder, Mapsignals�com

3:30 pm – 4:00 pm


AlgoLab Algorithmic Investing: How to Profit from Up and Down Moves (TOOLS)

GREG KOLODZIEJZYKPrincipal Trader and President, AlgoLab Capital Management, Ltd�

4:10 pm – 4:40 pm


Delta 9 Cannabis: Finding a Value Investment in the Cannabis Space (CANNABIS INVESTMENTS)

JOHN ARBUTHNOTCEO, Delta 9 Cannabis

4:50 pm – 5:20 pm


Physical Gold vs. Gold Shares: What’s the Difference? (COMMODITIES)

RICH CHECKANPresident and COO, Asset Strategies International, Inc�

5:30 pm – 6:00 pm


Best Dividend Growth and Conservative Growth Stocks (DIVIDEND)

LOUIS NAVELLIEREditor, Growth Investor, Breakthrough Stocks, and Accelerated Profits

TRADING ROOM

TRADING STRATEGIES

10:00 am – 10:30 am


Sell in May Still Happening (STOCKS)

JEFFREY HIRSCHEditor-in-Chief, The Stock Trader’s Almanac and Almanac Investor

10:40 am – 11:10 am


WARNING: The Economy Is About to Swing into Recession or Worse (STRATEGIES)

LARRY PESAVENTOChief Investment Strategist, Trading Tutor

11:20 am – 11:50 am


Discover the Secrets to Legal Insider Trading (STOCKS)

CLEMEN CHIANGCEO, Spiking�com

12:00 pm – 12:30 pm


4 Steps to Simplify Your Day Trading (STRATEGIES)

MARINA VILLATOROFounder, The Trader Chick

12:40 pm – 1:10 pm


Safe Ways to Play the Oil and Gas Market—Putting It into Dollars and “Sense” (COMMODITIES)

DAVID MELTONFounder and CEO, The Institute of Energy Management

1:20 pm – 1:50 pm


How to Trade Chart Patterns with Market Context (TECHNICAL)

SURI DUDDELLATrader and Author, suriNotes�com

2:40 pm – 3:10 pm


Contraction and Expansion Phases Using the AB=CD Pattern (STRATEGIES)

LESLIE JOUFLASOwner, Trading Live Online, LLC

4:00 pm – 4:30 pm


How to Maximize Your Screen-Time Adjusted Returns (STRATEGIES)

EVAN MEDEIROSFounder, The Trade Risk

4:40 pm – 5:10 pm


How to Profit from Space in the Market (STRATEGIES)

OLIVER VELEZChief Trading Officer and CEO, iFundTraders

5:20 pm – 5:50 pm


How to Buy Stocks You Love—Even if You Fear a Market Reversal (STOCKS)

KEITH FITZ-GERALDChief Investment Officer, Fitz-Gerald Group

Follow MoneyShow

MoneyShows MoneyShows MoneyShow MoneyShow

STAY CONNECTED WITH US:

Higher Yields on Your Safest Assets

This strategy has been used by the ultra wealthy and is now available for you!

Please refer to complete life insurance illustrations for details. Figures based on current rates and charges and are not guaranteed. Claims are based on the strength of the underlying insurance carrier and are not FDIC insured. Withdrawals and loans from life insurance contracts that are classified as modified endowment contracts may be subject to tax at the time the withdrawal or loan is made. A federal penalty may also apply if taken prior to age 59½. Loans and withdrawals can reduce the cash value and death benefit of a policy and cause it to lapse, which may be a taxable event. Grant Hinkle & Jacobs does not provide legal or tax advice; always consult your legal and tax professional. Cory C. Grant, FL Insurance Lic. #A102330.

For more than 25 years, Mr. Grant has developed his expertise in the design and implementation of advanced estate plans, wealth protection techniques, executive retention programs, and business succession strategies for families, privately held businesses, and non-profit organizations. He is a founding partner of Grant, Hinkle & Jacobs, a trusted estate planning law firm since 1983 and will be speaking on behalf of SafeMoney. He has been an active member of the California State Bar since 1994.

CORY C. GRANT, J.D.

Foundering Partner, 25 Year Veteran

SafeMoney Contact Info:

Phone: 866-708-5101

Email: [email protected]

Website: www.thesafemoneychoice.com

Liquidity Plus Program Yields for Reserves:

3-to-6% YieldsTax-deferred, no surrender penalties, 5-day liquidity, positive interest rate correlation

Tax-free Retirement Income AccessCreditor-protected in many states

Death Benefit 2-to-3 times deposit, income tax-free (estate tax-free if owned by heirs or an irrevocable trust).

Typical Reserves Earn: 1% YieldIt is prudent to keep liquid reserves on your balance sheet for unexpected emergencies and opportunities.

Reserves are typically held in cash at a bank, CDs, U.S. Treasurys, or short-term bonds.

In today’s low-interest rate environment, it is difficult to achieve meaningful yields on these assets without taking additional risk or sacrificing liquidity.

The Liquidity Plus Program provides a solution.

Thursday, June 112:00 pm – 2:30 pm SafeMoney in your Estate/Retirement Plan: 3 Tips for 2020 and Forward

SafeMoney Presentation Schedule:

http://www.thesafemoneychoice.com

8

ETF SPONSOR

KraneShares’ suite of China focused ETFs provides investors with solutions to capture China’s importance as an essential element of a well-designed investment portfolio� The company strives to provide innovative, first-to-market strategies that have been developed based on their strong partnerships and their deep knowledge of investing� KraneShares helps investors stay up-to-date on global market trends and aims to provide meaningful diversification�

www.kraneshares.com

ALTERNATIVE INVESTING SPONSOR

At Preferred Coin Exchange we believe there is a better way to increase your net worth� An alternative, more creative way where we come alongside you, taking a consultative approach� We provide a tailored experience specifically to meet your financial goals� What are we so passionate about? The world’s rarest coins� Our mission is to share their stories and get them in the hands of people that are looking for a different way to invest so that they can own the story� We desire to earn your business and believe that the strategies we put forth work because they are tailored to you�

www.preferredcoinexchange.com

DIVIDENDS & INCOME SPONSOR

Safehold, Inc� (NYSE: SAFE) is the first and only public REIT that owns, originates, and acquires ground leases� SAFE’s $2�8 billion portfolio of diversified high-quality ground leases spans across the top 30 US markets� This unique investment positions SAFE to unlock future value by delivering their investors safe, growing returns and long-term capital appreciation� For the first time, the individual investor can now participate in an investment and asset class which was only accessible to churches, universities, and royal families� In 2019, SAFE was the #1 performing publicly traded REIT in the US providing their shareholders with a 118% return�

www.safeholdinc.com

INVESTING STRATEGIES SPONSOR

Vuzix is a leading supplier of smart-glasses and augmented reality (AR) technologies and products for the consumer and enterprise markets� The Company’s products include personal display and wearable computing devices that offer users a portable high-quality viewing experience and provides solutions for mobility, wearable displays, and augmented reality� Vuzix holds 157 patents and patents pending, and numerous IP licenses in the video eyewear field�

www.vuzix.com

S P O N S O R P R O F I L E S

TITLE SPONSOR

SafeMoney is a not a product—it is a philosophy that recognizes the importance of having a portion of one’s net worth protected in assets that are safe, liquid, and not exposed to market risk� This concept was developed for high-net-worth family offices, pension funds, and university endowments, but is now available to the individual investor� SafeMoney life insurance-based programs focus on providing you with secure, fixed-income alternatives offering competitive yields, including additional guarantees and protections for your family or business� Our solutions help you build a strong financial foundation while providing safety, flexibility, guarantees, and growth�

www.thesafemoneychoice.com

http://www.kraneshares.com

http://www.preferredcoinexchange.com/

http://www.safeholdinc.com

http://www.vuzix.com

http://www.thesafemoneychoice.com

9

C O M P A N Y P R O F I L E S

ActionForex�com is one of the most popular forex Web sites in the world, providing comprehensive and quality information to forex traders� Thousands of forex traders read our Action Insight analysis reports every day and reference our proprietary market indicator, Action Bias, before making their trade decision� Analysis reports from external contributors are featured together with free educational materials� More importantly, all the information provided on the site is free!

www.actionforex.com

Aflac Incorporated (NYSE: AFL) is a Fortune 500 company, helping provide protection to more than 50 million people through its subsidiaries in Japan and the U�S�, where it is a leading supplemental insurer by paying cash fast when policyholders get sick or injured� For more than six decades, insurance policies of Aflac Incorporated’s subsidiaries have given policyholders the opportunity to focus on recovery, not financial stress� Aflac Life Insurance Japan is the leading provider of medical and cancer insurance in Japan where it insures 1 in 4 households� Through its trailblazing One Day PaySM initiative in the United States, for eligible claims, Aflac can process, approve, and electronically send funds to claimants for quick access to cash in just one business day�

www.aflac.com

In 2014, Greg Kolodziejzyk started development of an automated algorithmic trading strategy that incorporated his 25 years of discretionary trading knowledge� In August of 2017, he launched a software company called theAlgoLab�com� AlgoLab is a powerful cloud-based trading software platform that allows traders to combine Mr� Kolodziejzyk’s algorithmic trading strategies with their own custom settings such as bias preference, symbol library, and custom risk� Over the next four years, AlgoLab software managed over $10,000,000 of customer funds� On July 15, 2019 AlgoLab Capital Management, Ltd� was registered with the CFTC as Commodity Trading Advisor and is listed as an NFA member (NFA # 523700)� In the USA, The AlgoLab software product has been replaced by AlgoLab Capital Management, Ltd� managed accounts�

www.algolabcapital.com

Altos Trading was created to help guide traders of all experience levels down an easy-to-follow path to stocks and option trading success� Our no-nonsense courses, trade alerts, and private coaching are designed to shorten your learning curve while increasing your returns� Learn how to trade like a pro right from home�

www.altostrading.com

Since 1982, Asset Strategies International, a Rockville, Maryland company, is an innovator in alternative asset ownership, including precious metals, pre-1933 US gold coins, and global asset protection� ASI’s mission that you “keep what’s yours” is accomplished through carefully designed wealth strategies accessible to all�

www.assetstrategies.com

PV Block 97 is located in downtown Houston and is a 1400 space all automated parking garage that will park up to 16 cars per minute� This half block is surrounded by numerous parking uses from office, public, sporting events, concerts, dinning, hotels, courthouse, and the convention center� The Parking Vault Investment Project can provide steady quarterly tax deferred income for your investment while protected by a tangible asset� The company will sell the project in 5 years and expect a 5X total return for your investment�

www.autoparkingvault.com

Since 1921, self-directed investors have relied on Barron’s as a trusted source of market ideas and insights to grow their portfolios and minimize their investing risks� Today, Barron’s creates the most trusted investment intelligence for affluent individuals and prestigious institutions� Its market-moving insights, analysis, contrarian viewpoints, and investment strategies enhance the professional success and personal wealth of its investment-savvy readers�

www.barrons.com

BetterInvesting and its subsidiary ICLUBcentral provide individual investors and investment clubs with education, tools, and market-beating stock newsletters (Investor Advisory Service and SmallCap Informer)� As a non-profit, volunteer-based, member-driven organization, BetterInvesting helps its members to screen and analyze stocks and manage profitable investment portfolios using time-tested methods of long-term stock investing�

www.betterinvesting.org

http://www.actionforex.com

http://www.aflac.com

http://www.algolabcapital.com

http://www.altostrading.com

http://www.assetstrategies.com

http://www.autoparkingvault.com

http://www.barrons.com

http://www.betterinvesting.org

http://www.preferredcoinexchange.com

11


Cannapreneur Partners is a Massachusetts-based cannabis holding company that finds the world’s top 1% entrepreneurial outliers and infuses smart capital, strategy, and purpose-driven leadership to achieve explosive growth� Our team has a passion and drive to help entrepreneurs attain sustainable growth while guiding RIA firms, family offices, private-equity firms, and ultra-high-net-worth individuals to thoughtfully place capital in the cannabis space�

www.cannapreneurpartners.com

Capital Wealth Planning, LLC (CWP) is an SEC registered fee-only investment advisory firm based in Naples, Florida� Building and managing proprietary income-oriented portfolios since 2005, the company has approximately $1�5 billion of assets under management� The firm’s methodologies are designed to enhance risk-adjusted returns and offer portfolio protection while delivering monthly cash flow� 5-Star Morningstar rated five years in a row and also ranked #1 by Morningstar in the Option Writing Category� Ranked by Financial Advisor Magazine in 2018 as one of the top 50 fastest growing SEC registered investment advisors in the country, CWP leads the implementation of covered call strategies with their Enhanced Dividend Income Portfolio, ESG Enhanced Dividend Income Portfolio, ETF Covered Call Portfolio, and Covered Call Overlay Service�

www.capitalwealthplanning.com

Cardiol Therapeutics (TSX:CRDL) is focused on producing pharmaceutical cannabidiol (CBD) products and developing innovative therapies for heart diseases, including acute myocarditis and other causes of heart failure� The Company’s lead product, CardiolRx™, is formulated to be the most consistent cannabidiol formulation on the market� CardiolRx™ is pharmaceutically produced, manufactured under cGMP, and is THC free (<5 ppm)� The Company also plans to commercialize CardiolRx™ in the billion-dollar market for medicinal cannabinoids in Canada and is pursuing distribution opportunities in Europe and Latin America�

www.cardiolrx.com

Certus Trading is a small trading education company with a big mission – to help its member students become consistent and successful traders� Certus Trading teaches trading using simple, practical methods that any trader can use to achieve results� Using real-time trading ideas from founder, professional trader and chief strategist Matt Choi, Certus Trading uses a “learning by seeing and doing” approach� With repetitive exposure to real-time trades, students acquire a master trader’s mindset to help them trade fluctuating market conditions with accuracy and confidence�

www.certustrading.com

Crown Electrokinetics is the global leader in DynamicTint—We Make Your Glass Smarter™� Originally invented by Hewlett-Packard (HP), Crown’s technology allows any glass surface to transition from clear to black in seconds� Their technology can also change a glass surface into virtually any color within the visible spectrum, including red, green, and blue� With applications to windows of commercial buildings, automotive sunroofs, residential skylights, and even augmented reality headsets, the company partners with leading glass and film manufacturers, licensing its intellectual property for mass production� At the core of Crown’s technology is a thin film that is powered by a slight electric charge which not only replaces common window tints but is also a more sustainable alternative to traditional window treatments� The company is supported by a robust patent portfolio�

www.crownek.com

Delta 9 Cannabis, Inc�, is a diversified and vertically integrated cannabis company focused on bringing the highest quality cannabis products and services to market� The company, through its wholly-owned subsidiary, Delta 9 Bio-Tech Inc�, is a licensed producer of medical and recreational cannabis products and operates an 80,000 square foot Health Canada licensed production facility in Winnipeg, Manitoba, Canada� The company sells its recreational cannabis products in markets across Canada� The company currently operates 4 cannabis retail stores under the “Delta 9 Cannabis Store” brand with plans to open up to an additional 12 retail outlet stores in jurisdictions which allow for privatized cannabis retail over the next 24 months� The company also operates a “Business to Business” segment, selling its own proprietary grow pods, cannabis genetics, and providing consulting and licensing services to other cannabis businesses�

www.delta9.ca

We really appreciate the hard work you put into the virtual MoneyShow. Our customers loved the experience, the technology worked smoothly and we could not have asked for a better showing at an exceptional time in our history.

KEITH FITZ-GERALD Chief Investment Officer, Fitz-Gerald Group

http://www.cannapreneurpartners.com

http://www.capitalwealthplanning.com

http://www.cardiolrx.com

http://www.certustrading.com

http://www.crownek.com

http://www.delta9.ca

12


Build your wealth with some of the world’s most trusted advisers� With its growing family of experts, Eagle has fast become one of America’s leaders in the financial publishing arena� Eagle provides exclusive investment advice for shrewd investors looking for the most profitable opportunities the world has to offer� Eagle is the proud publisher of six top investment advisers, with newsletters and trading services including: Dr� Mark Skousen’s Forecasts & Strategies, Five Star Trader, Home Run Trader, Fast Money Alert, and TNT Trader; Jim Woods’ Successful Investing, Intelligence Report and Bullseye Stock Trader; Bob Carlson’s Retirement Watch and Spotlight Series; Bryan Perry’s Cash Machine, Premium Income, Quick Income Trader, Breakout Profits Alert, and Hi-Tech Trader; Hilary Kramer’s GameChangers, Value Authority, High Octane Trader, Turbo Trader, IPO Edge and Inner Circle; and Jon Johnson’s Investment House Daily, Technical Traders Alert and Success Trading Group� You’ll find specific investing recommendations and financial planning advice in each of their publications and trading services�

www.stockinvestor.com

ElliottWaveTrader offers a live trading room of market analysis, based on Elliott Wave principle� Founded by Avi Gilburt in 2011 and now featuring 17 analysts serving over 5000 members in a live, interactive forum, the site benefits traders looking to anticipate the direction of U�S� & world equity indices, stocks, bonds, precious metals, cryptocurrencies, energy, and forex over a time horizon of several days to several months�

www.elliottwavetrader.net

FITZ-GERALD GROUP

Keith Fitz-Gerald is one of America’s most recognized market watchers and investing experts� With 37 years of experience in global markets and more than 1,200 prime time news appearances on Fox Business Network, CNBC, Bloomberg, and others, he’s known for helping millions of investors find and buy great stocks while keeping risk to razor thin levels� He’s on a mission to help savvy investors “future proof” their wealth and beat Wall Street at its own game using a pioneering new software that combines fundamental and technical analysis with artificially intelligent expert systems� No guesswork, no hype, no PhD required�

www.tradewithkeith.com

Since 1917, Forbes has stood, unwavering, for one overriding principle: the unshakable belief in the power of free enterprise� Our mission has also been clear and unchanging: to provide insights and information that ensure our readers’ success—giving business executives and investors the tools they need to compete and win�

www.forbes.com

FXStreet is a leading source for reliable news and real-time forex analysis providing objective and high-quality content to traders from all over the world to help them take better and more confident decisions in the currency markets� FXStreet’s commitment is to create professional opportunities for partners, brokers, and individual traders through offering diverse services, such as: real-time rates and charts, real-time signals, exclusive forex news feed, weekly newsletters, real-time economic calendar, educational programs, and interactive chats with experts from all over the world�

www.fxstreet.com

Genprex, Inc�, is a clinical-stage gene therapy company developing potentially life-changing technologies for patients with cancer and diabetes� Genprex’s technologies are designed to administer disease-fighting genes to provide new treatment options for large patient populations with cancer and diabetes who currently have limited treatment options� The company’s lead product candidate, Oncoprex™, is being evaluated as a treatment for NSCLC�

www.genprex.com

The Granada Gold Deposit is an advanced exploration project favorably located among operating gold mines on the prolific Cadillac Break in Quebec� It has an independent resource estimate of 1�2 million oz gold in an open pit, but with the potential to increase this significantly to establish another 1-2 million oz of mostly underground resources given that only 20% of the potential 5�5 km strike length has been explored so far� Recent news includes a surprise discovery of exceptional high-grade gold veins near the surface (ex� 11�45 g/t gold over 33 meters) which boosts the attractiveness of high-grade open-pit mining� Immediate plans are for further drilling and bulk samples to unlock the high-grade potential of the open pit and to expand underground resources, while continuing with engineering work towards beginning gold production� GGM’s market cap (under US$10/oz gold resource) is severely undervalued in comparison with other gold juniors, especially given that open-pit mining permits are in place and past engineering studies have demonstrated the viability of mining up to 100,000 oz gold per year from the deposit�

www.granadagoldmine.com

http://www.stockinvestor.com

http://www.elliottwavetrader.net

http://www.tradewithkeith.com

http://www.forbes.com

http://www.fxstreet.com

http://www.genprex.com

http://www.granadagoldmine.com

http://www.safeholdinc.com

14


iFundTraders, LLC is a New York City based educational trading firm that currently educates and prepares individuals to enter into the professional world of trading equities, currencies, and futures for a living� iFundTraders, LLC, trains individuals to become highly skilled traders via a very comprehensive seven-day Master Trader Training session, which includes five days of live trading, coupled with an on-going 18-month continuing educational program, complete with daily mentoring and weekly evaluations of performance� iFundTraders, LLC is so confident in its training and ongoing educational support that once you’ve completed our entire training program, we’ll invite you to enter the world of true professional trading by becoming a member of our team of elite traders�

www.ifundtraders.com

Ignite Funding is an alternative investment company specializing in trust deeds that matches quality real estate borrowers with investors seeking capital preservation in collateralized turn-key real estate investments, while earning a 10% to 12% annualized return� Ignite Funding is committed to creating opportunities for investors to build their financial futures and to provide builders and developers with a reliable resource for projects throughout the south western United States�

www.ignitefunding.com

InvestorBrandNetwork (“IBN”) is a multifaceted financial news and publishing company with 40+ investor-oriented brands that connect the investment community with companies that have great potential and a strong dedication to building shareholder value� Cutting through the overload of information in today’s market, IBN provides helpful market research tools and various forms of content to its diverse audiences of investors�

www.investorsbrandnetwork.com

ICLUBcentral is the leading provider of investment tools that help individuals learn to screen and analyze stocks and manage a profitable investment portfolio� ICLUBcentral also provides award-winning monthly stock advisory newsletters designed for investors who want stock recommendations based on time-tested methods of long-term stock investing� ICLUBcentral is a subsidiary of BetterInvesting�

www.iclub.com

Investor’s Business Daily provides exclusive stock lists, investing data, stock market research, education, and the latest financial and business news to help investors make more money in the stock market� All of IBD’s products and features are based on the CAN SLIM investing system developed by IBD’s Founder William J� O’Neil, who identified the seven common characteristics that winning stocks display before making huge price gains� Each letter of CAN SLIM represents one of those traits� Read more at Investor’s Business Daily:

www.investors.com

Kineta actively collaborates with a broad array of private, government, and industry partners to advance innovative research� Kineta has established strategic partnerships with leading science-driven organizations including Pfizer, Genentech, and Wellcome Trust to accelerate the development of a pipeline of drug programs with a focus on “best-in-class” drugs to improve treatment of multiple types of cancers�

www.kinetabio.com

What the news of the day means to you and your moneyMarketWatch was born in an act of rebellion� In 1997, it was radical to ask why real-time market data, news, and analysis should only be available to the privileged few� 20+ years later, the democratization of financial information remains MarketWatch’s guiding principle�

www.marketwatch.com

For more than three decades, MoneyShow has been a leader in the business of connecting individuals with a global network of financial experts, offering them unparalleled opportunities for mutually profitable interactivity and learning� Award-winning financial journalists, best-selling authors, market analysts, newsletter editors/writers, and portfolio managers appreciate sharing their strategic views and interacting with highly qualified audiences in face-to-face forums and online via virtual events and MoneyShow�com�

www.moneyshow.com

http://www.ifundtraders.com

http://www.ignitefunding.com

http://www.investorsbrandnetwork.com

http://www.iclub.com

http://www.investors.com

http://www.kinetabio.com

http://www.marketwatch.com

http://www.moneyshow.com

15


OptionsGeek is a complete options platform offering investors the options tool needed to succeed, quality trading ideas to profit, and the best options education that ties it all together� OptionsGeek introduces brand new concepts and a more exciting delivery for all investors interested in better managing their risk and increasing their reward�

www.optionsgeek.com

Discover the secrets to legal insider trading� How to crack the code and find stock market success even in the midst of uncertainty� With Spiking, our Wealth Management System tracks billionaires, millionaires, and sovereign wealth funds so that you can take advantage of the trends that most people never know about� Game the system without going to jail��

www.spiking.com

Sprott U�S� Holdings Inc�, is a holding company made up of three separate and distinct companies: Sprott Global Resource Investments Ltd�, a FINRA-registered broker/dealer; Sprott Asset Management USA, Inc�, an SEC-registered investment advisor offering managed accounts; and Resource Capital Investment Corp�, an SEC-registered investment advisor that manages limited partnerships� These three companies make up the US subsidiaries of Sprott Inc�, and are active in securities brokerage, segregated account money management, and investment partnership management involving both equity and debt instruments, across the entire spectrum of the natural resource industry�

www.sprottusa.com

We help investors across the globe make smarter investing decisions and find financial freedom� By using technology to help investors visualize financial data, we allow our users to better analyze the markets, monitor and manage their portfolios, find promising new stocks and funds to buy, and ultimately make intelligent, well-timed investment decisions� For nearly two decades, StockCharts has been an industry leader in the financial technology space, providing innovative, award-winning charting and analysis tools to a global audience� With over 1�6 million active monthly users and counting around the world, we serve an ever-growing, ever-changing array of active traders and investors�

www.stockcharts.com

Every month, Technical Analysis of STOCKS & COMMODITIES magazine provides serious traders with information on how to apply charting, numerical, and computer trading methods to trade stocks, options, futures, mutual funds, and bonds� STOCKS & COMMODITIES examines and explains both old and new trading methods, techniques, and products, and brings the best to you� Whether you’re a beginner or a seasoned veteran, you’ll always find the information you need to become a better trader�

www.traders.com

The Institute of Energy Management and the Petroleum Landman School are considered by many as the nation’s premier Petroleum Landman schools� Founded by David Melton, 40-year senior executive landman, the Institute of Energy Management and the Petroleum Landman School have proudly served thousands of students in 34 states and three foreign countries since 2005�

www.instituteofenergymanagement.com

The Money Multiplier teaches how money really works with a 200-year-old concept� Instead of storing your paycheck at your local bank and letting the bankers lend out your money (and make a good living off it!), learn how you can become your own banker and how to be in control of your hard-earned dollars� The Money Multiplier is strictly educational� You determine whether you want to act with the information we provide� Brent Kesler, founder of The Money Multiplier, used this concept to pay of $984,711 of third-party debt in 39 months-without having to work any harder, change his cash flow, or take any additional risks� Brent will show you how to get all the money back for all products and services you will ever buy for you and your family, for the rest of your life�

www.themoneymultiplier.com

The Virtual MoneyShow was power-packed with great investing ideas. Thank you for bringing the smartest people in the business right into my home office!

MARTIN FRIDSON, CFA Publisher, Income Securities Investor

http://www.optionsgeek.com

http://www.spiking.com

http://www.sprottusa.com

http://www.stockcharts.com

http://www.traders.com

http://www.instituteofenergymanagement.com

http://www.themoneymultiplier.com

Nasdaq: VUZI

INDUSTRY LEADING

AR

TECHNOLOGY

Augmented Reality Smart Glasses Powered Solutions For All

Vuzix Blade for Enterprise and Consumers

Vuzix M4000 Enterprise Solutions

Don’t miss a chance toenter a drawing to win a

pair of Vuzix Blade® Smart Glasses by visiting

our virtual booth

Vuzix M400 The Most Powerful

Enterprise Smart Glasses on the Market

CEO PresentationWhen: Thursday, June 11th

Time: 3:20 PM ET

http://vuzix.com/

17


Whether you are an average investor or a seasoned pro, The Morgan Report will help you become even better� The truth is that unless you get private insights and analysis as to what is “really happening” in the markets, the ability to build and preserve your wealth is diminished� You will always have an edge over the average resource investor because of our inside knowledge of the industry� You will know when a certain sector, such as energy metals, becomes hot� We’ll also tell you what to buy and what to avoid, where the big brokerage houses are placing money, and if that matches what the public is being told� When you truly understand the drivers behind the economy and financial markets, you can have greater control of your life and your finances� As a member of The Morgan Report you will know precisely how to navigate these markets, protect your wealth, and quite become rich�

www.themorganreport.com

The Prospector News is an online media company which provides daily news and commentary about the resource sector� Our company profiles give the basic information on our clients: Who they are, what they are doing, where they are working, and a flow of their news� Having been around since 1980, we have a stable of resource experts that provide valuable insights into both macro and micro economic and geopolitics effecting your resource investments� Each expert having their own websites and newsletters�

www.theprospectornews.com

TradingMadEasy�com is a forward-thinking company that has its clients’ best interests in front of their mind� It has created a new automated day-trading software that allows the software to run and trade without you having to do a thing� Clients can attend daily live trading webinars where they can watch professional traders trade in real time to see exactly how the pros do it� They will then be able to follow along with the pros and make the same trades the pros are making� Imagine if you had a full-time professional day trader standing in your living room telling you exactly what to do and when to do it! TradingMadEasy�com believes in keeping its services affordable to clients to work around your budget�

www.tradingmadeasy.com

Trilogy Metals Inc� holds a 50% interest in Ambler Metals LLC, which owns the Upper Kobuk Mineral Projects (“UKMP”) in the Ambler Mining District of northwest Alaska� The two flagship assets within the UKMP are the Arctic Copper-Zinc-Lead-Gold-Silver project and the Bornite copper-cobalt project� In early 2020, Trilogy formed a 50/50 joint venture with South32 Ltd�, which is an Australia-based metal producer� To earn their 50% interest in the JV, South32 contributed US$145 million� Currently, we have a treasury of approximately US$15 million and a market capitalization of US$200 million and we are listed on the TSX and NYSE�

www.trilogymetals.com

https://online.moneyshow.com/june-2020/platform/prize-drawings/

http://www.themorganreport.com

http://www.theprospectornews.com

http://www.tradingmadeasy.com

http://www.trilogymetals.com

http://www.marketwatch.com

19

OnDemand Virtual Pass UNLIMITED ACCESS

For the First Time Ever, Watch and Listen to 55+ Leading Investment and Trading Experts

As They Discuss Their Best Investment Ideas, Predictions for the Economy, and How to

Prepare Your Portfolio for the Road Ahead with 30+ Hours of Video and Audio Recordings!

Pre-order your Virtual Pass right now for just $49.95 ($495 value) and arm yourself with

in-depth insights, actionable investment, trading ideas, and real-time data from carefully

selected experts who can help you thrive and profit through 2020 and beyond.

to the Recordings of 55+ Sessions

Visit VirtualPass.MoneyShow.com to Secure Your Pass Today!

JOIN US FOR OUR UPCOMING VIRTUAL EVENTS

The MoneyShow Virtual Event (Accredited Investors Only)

JULY 23-24, 2020

The MoneyShow Virtual Event AUGUST 5-7, 2020

The MoneyShow Virtual Event SEPTEMBER 16-18, 2020

SECURE YOUR VIRTUAL PASS TODAY AND YOU’LL GET:

ü Unlimited access to 30+ hours of video recordings that could transform your portfolio in 2020 ($495 value)

ü Hassle-free MP3 audio recordings to listen and learn while you drive, work out, or are on-the-go

ü Screen-capture slide presentations that allow you to follow along with the speaker’s presentations

Visit www.moneyshow.com for a complete calendar of upcoming events.

http://virtualpass.moneyshow.com

Empower YourInvesting StrategyWith a Barron’s subscription, you have access to exclusive online tools and resources that can help keep your portfolio secure and grow your investments. Explore all of the advantages Barrons.com has to offer and watch your financial acumen grow.

© 2020 Dow Jones & Co., Inc. All Rights Reserved. 2E7513

Barron’s App

Get 24/7 access to Barron’s with our iOS and Android apps.

Visit the App Store

Market Data Center

Find the latest stock market news, price quotes and trends to watch in our market data hub.

Visit: barrons.com/mdc

Rankings

Utilize insights on the nation’s preeminent advisors to make the best decision on where to invest.

Visit: barrons.com/topadvisors

Newsletters

Sign up to receive digests of market news and analysis that matters—delivered straight to your inbox.

Visit: barrons.com/newsletterhub

http://www.barrons.com

watch 55+ investing & trading · presentation important recent changes in iras and other...

Documents