Register for the Trade Ideas Summit

presents the

Trade Ideas Summit 2017: Search for the 'Holly' Grail

Sunday, October 1st 2017: 9AM—6PM


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Registration for the LiveStream is free! Register and receive the instructions how to watch live on October 1st. 

You will also get free access to the HD archive of each speaker's presentation.

Why the Trade Ideas Summit?

Learn more about the direction of active investing 2018, meet financial technology influencers and traders thriving in today’s difficult markets. 

If you're interested in moving from passive investing to active investing, if you're already an active-investor, or if you're an investment advisor, you'll gain an advantage from what you'll learn.  

  • Learn what's really going on in the financial services industry today.  
  • What is the future of AI's role in your financial technology stack?  
  • Can you succeed as an active investor in today's market?  
  • How you can get data and analysis parity with hedge funds managing billions?  
  • Find out how to automate your active-trading risk management, if it fits your style.  
  • Ask the experts during the Panel Discussion Q&As  

Trade Ideas is the first financial technology company to bring artificial intelligence and machine learning to active investors and investment advisors who aren’t attached to multi-billion-dollar hedge funds. 

The Trade Ideas AI, named ‘Holly’ as a play on the idea of a Holy Grail, debuted in January 2016. Since her inception, Holly has soundly beaten the S&P. &n 2016 the net return of the Holly’s simulated portfolio for the 2016 calendar year was 52% after commissions. And she’s putting in another great performance in 2017, returning 22% compared to the SPY’s 8%.  

This democratization of powerful A.I. technology is enabling thousands of Trade Ideas clients to succeed in an increasingly difficult trading climate. As a result our subscription rate is skyrocketing, making us the true forerunner of machine learning for the retail active investor and asset manager with under $150M AUM.


9:00AM Registration, Coffee
10:00AM Welcome
  State of Investing in 2018
10:30AM Trade Ideas Talks
  10:30 --11:00:  Greg Robin
  11:00 --11:20:  Jane Gallina
  11:20 -- 11:50: Jarod Winters
11:50AM Break
12:00PM First Panel Discussion
  12:45 --1:00:  Q&A
1:00PM Lunch
2:00PM Brian Shannon KEYNOTE
3:00PM Trade Ideas Talks
  3:00 -- 3:20:  Michael Nauss
  3:20 -- 3:40: Sean Dekmar
  3:40 -- 4:00: David Aferiat: Industry Trends Shape Trade Ideas
4:00PM Second Panel Discussion
  4:45 --5:00:  Q&A
5:00PM Happy Hour Cocktails

Trade Ideas Summit 2017 Speakers

Brian Shannon

Brian Shannon is the CEO and founder of, a highly regarded trading advice and education service. Alphatrends is successful due to Brian's depth of market and trading experience and his natural teaching abilities. Brian has been a broker and trader for 26 years for firms such as Lehman Brothers and Dain Bosworth. He also ran Landmark Securities trading office in Denver and was the lead trader and Director of Research at MarketWise Securities.  


@alphatrends — 75,000 Twitter followers

Shannon published his acclaimed book Technical Analysis Using Multiple Timeframes in 2008 to educate beginning and intermediate day traders on the tools and techniques that have made him "one of the best indie traders in the business". In the book The Stocktwits Edge, Howard Lindzon wrote "it is not by accident that about one-third of the traders featured in this book point to Brian as a mentor who has had the biggest impact on their careers." 

“This book thoroughly, clearly & concisely explains & illustrates the principles & methodology of technical analysis & trend trading... New & existing traders will benefit from a careful reading (or re-reading) of this book. Worth every penny.” – Matthew Beddoe

As seen on—

Dan Mirkin

CEO, Founder of Trade Ideas @TradeIdeas1

Jane Gallina

Mother, Trader, and author of "#FMJ: Trust, Transition, Trade" @jane_yul

Greg Robin 

Founder of Random Walk Financial With over 15 years of experience creating highly specialized models for high end hedge funds. Greg's customers want to be first to any major market movement. Listen to why they use Greg's proprietary analysis.

Sean Dekmar 

Michael Nauss

Experienced active investor specializing in automating the investment process through Trade Ideas technology. @Bonpara

David Aferiat 

Co-Founder, Managing Partner at Trade Ideas @TradeIdeas

Jarod Winters  

COO of Sunrise Capital Management Quantitative Fund

Registration for the LiveStream is free! Register and receive the instructions how to watch live on October 1st.

You will also get free access to the HD archive of each speaker's presentation.