Trade Ideas Summit 2018: Rise With The Machines

University Club Atop Symphony Towers 750 B St Suite 3400, San Diego, CA 92101 

Currently Sold Out. Check out the FREE Live-Stream!!

Presented By

JOIN US FOR OUR ANNUAL

TRADE IDEAS SUMMIT 2018 

Rise With The Machines

SATURDAY, OCTOBER 20, 2018 

CONNECTING HUMAN INVESTORS WITH A.I. TO RULE THE MARKETS 

WHY THE TRADE IDEAS SUMMIT?

We’ve been innovating since 2003, and are the first firm to the market with A.I. technology accessible to the retail investor. Since launching the AI ‘Holly‘,at the beginning of 2016, Trade Ideas has more than tripled our organic active subscription numbers.  

As an innovator and thought leader that is driving the future of the FinTech industry, Trade Ideas is bringing together influencer’s and investors this fall for a fantastic networking and education event.

FEATURED SPEAKERS INCLUDE

BRETT STEENBARGER PH.D CLINICAL PROFESSOR SUNY UPSTATE MEDICAL UNIVERSITY

Brett N. Steenbarger, Ph.D. is Clinical Professor of Psychiatry and Behavioral Sciences at SUNY Upstate Medical University, where he trains mental health professionals in short-term therapies.  

Brett also works as a performance coach for traders and portfolio managers at hedge funds, proprietary trading firms, and other money management firms. He writes the TraderFeed blog and has authored four books on trading psychology and a standard reference work in brief therapies.  

When not working as a psychologist, Brett enjoys the company of his wife, five children, six grandchildren, and three rescue cats. He is currently writing a book on psychology and spirituality.

BRIAN SHANNON CEO ALPHATRENDS.NET

Brian Shannon is the CEO and founder of Alphatrends.net, 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 27 years for firms such and Lehman Brothers and Dain Bosworth. He also ran Landmark Securities trading office in Denver and was the lead traders and Director of Research at MarketWise Securities. 

Shannon Published his acclaimed book Technical Analysis Using Multiple Time Frames 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.”

JC PARETS FOUNDER ALLSTARCHARTS.COM

JC Parets is the founder of AllStarCharts.com and is one of the most widely followed Technical Analysts in the world. All Star Charts is a research platform for both professional and retail investors covering US and International stocks, interest rates, commodities and forex markets. In 2008, JC earned his Chartered Market Technician designation (CMT).

His work has been featured regularly on Bloomberg, CNBC, Fox Business, ABC, CNN, Wall Street Journal and many other financial media outlets around the world. You will often see JC as a speaker at some of the top investing conferences and has also been invited to speak at Harvard, Duke, NYU, University of Chicago and Hong Kong Baptist University among other institutions about Technical Analysis and Behavioral Finance. JC specializes in finding the most opportunistic risk vs reward propositions while at the same time bringing a top/down approach to the marketplace whose wide spectrum is rivaled by few.  

In 2017, JC Launched Technical Analysis Radio, a podcast dedicated to Technical Analysis and the Technicians who practice it. When he is not looking at Charts, JC enjoys playing and watching sports, good food and good wine. He splits time between New York City, Miami and Sonoma Valley but also does his best to travel the world speaking to investors from different cultures always striving to become a wiser investor. 


ALSO PRESENTING

MAX (MADAZ) FOUNDER MADAZMONEY.COM

Max, affectionately known in the trading community by his nickname, Madaz, is a former structural engineer-turned-full time trader based out of Los Angeles, California. 

Starting with $6,000 in his E*Trade account in 2011, Max’s primary approach to trading is taking high percentage scalp setups for fast profits particularly at the opening bell. He popularized strategies such as the washout long, panic pop short, and the halt and resume washout long, of which he has lots of free content demonstrating these strategies at work via his YouTube channel, MadazTrader. 

Max also believes that psychology is the key to a trader’s success and therefore he prioritizes the minimization of stress and emotions while trading by implementing methods, such as the Trader Nap, to help prevent scenarios where his mindset as a trader may become compromised, thereby impacting his decision making ability.

KUNAL DESAI CEO BULLSONWALLSTREET.COM

Kunal Desai is an American stock trader and CEO of Bulls on Wall Street, an online trading academy. Kunal is known for becoming a wealthy retail trader and growing his multi-million dollar business with his close friends.

He is also a cryptocurrency trader and investor where he has capitalized on the new trend of digital currency. He teaches his crypto trading methods at BullsonCryptoStreet.com.

He is an International speaker at trading and entrepreneurship events around the world, been featured in numerous podcasts, and covered in the Huffington Post, Forbes, Fortune, Inc.com and many other major publications.

Kunal runs his own hedge fund that gives traders with smaller accounts an opportunity to trade with more capital. He is also an investor and advisor in other businesses.

Kunal is a member of Okaloosa Helping Hands, where he provides food, toys, and other living essentials to young parents in need. He is also a regular speaker at Traders4ACause gala which donates to different charities including “Building Dreams For Marines”.

JANE GALLINA TRADER JANEGALLINA.COM

Jane Gallina, aka ‘Airplane Jane’, came out of nowhere to take the testosterone-dominated community of day trading by storm. After completing a Series 7 license in 2001, Jane worked as a sales assistant in the financial community. As a loving wife and mother, Jane wanted to find a new way to take control of her financial future while being there for her family.

In 2017, Jane published her first trading book, #FMJ: Trust, Transition, Trade. #FMJ recounts the personal stories of Jane and some of the best women traders from around the world taking control of their lives, kicking butt, and showing the world just what a woman can do when she sets her mind to it.

CAMERON NEWELL TRADER NOREMACNEWELLTRADING.COM

Cameron Newell (CamTheMan) is a 24-year-old trader and business owner. He began his trading career in community college classroom trading from a phone app. After blowing up his first two accounts, he took a step back and started paper trading. He put everything he had into learning about the art of trading and began his transformation into becoming a consistently profitable trader.  

Today, Cameron's achieved a great deal with his own trading and within the trading community. He started a $1,000 account challenge in mid-2017 and has successfully turned it into over $750,000 within 9 months and is on his way to reaching his goal of $1 million by the end of 2018. Now, he's helping others achieve the same level of success. Cameron started Noremac Newell Trading to educate traders who desire financial freedom. Since its start in April 2018, Noremac Newell Trading has grown. In its first month, the group has gained over 3,500 members and plans to be the leader in trading education.

AGENDA

8:30 Registration
9:30 Dan Mirkin Welcome 30 Minutes
10:00 Platinum Sponsor TBA 30 Minutes
10:30 Dr. Brett Steenbarger Keynote 1 Hour
11:30 Brian Shannon Alphatrends.net 45 mins
12:00 Lunch Break 1 Hour
1:15 JC Parets Allstarcharts.com 45 mins
2:00 Kunal Desai Bulls on Wall Street 30 mins
2:30 Max Madaz & Dan Mirkin 45 mins
3:15 Break 15 minutes
3:30 Dr. Brett Steenbarger Group Mentorship Session 45 Minutes
4:15 Panel 1 hour
5:30 Networking Happy Hour

MEET THE TRADE IDEAS PARTNERS

DAVID M. AFERIAT MANAGING PARTNER 

David brings more than 15 years of experience in trading, consulting, software, utilities, capital markets, and consumer product industries. Working with senior officers and key decision makers in the boardroom, finance, HR, marketing and trading functions. Work at Trade-Ideas taps experience in business development, customer acquisition and retention, corporate strategy as well as energy trading and marketing. David holds dual Bachelor of Arts degrees in Economics and French from the University of Texas at Austin and a Masters of Business Administration degree from the Cox School of Business at Southern Methodist University.

DAN MIRKIN SENIOR MANAGING PARTNER, CEO 

Dan Mirkin has been a pioneer and driver of new technology in the financial marketplace for over 15 years. After graduating from the University of Texas, Dan Mirkin started a hedge fund specializing in active trading of index derivatives. In 1995 Dan Mirkin became entrenched in the Direct Access trading technology revolution. In 1998 Mr. Mirkin founded FutureTrade Technologies. In April 2000 FutureTrade raised an initial amount of $4 million USD in venture capital. In March of 2002 FutureTrade successfully completed a $17 million USD round of financing. In June of 2002 Dan Mirkin left FutureTrade to start Trade Ideas LLC.

BRAD WILLIAMS MANAGING PARTNER 

Brad Williams is the Chief Operations Officer and Managing Partner at Trade Ideas LLC. Brad brings over 20 years of experience managing financial technology.Finding success trading and consulting Brad founded Future Trade Technologies—a Palo Alto backed venture that raised more than $50 million dollars and was eventually sold to Interactive Brokerage in 2007. In 2003 Brad and the original founders of Future Trade Technologies, left the firm to start Trade Ideas.

PHILIP SMOLEN SENIOR MANAGING PARTNER, CTO 

Philip Smolen holds an MS and BS in Computer Science from the University of Texas. Philip brings over 20 years experience building mission critical systems. Prior to forming Trade-Ideas, Philip worked as Senior Software Architect at FutureTrade Technologies. In June of 2002 Philip Smolen left FutureTrade to start Trade Ideas LLC. Since then, Phil has been the architect of the Trade Ideas database and real-time search technology.

MEET THE TRADE IDEAS TEAM

STEVE GOMEZ EDUCATOR 

Steve Gomez began trading markets back in 1995. Steve was an early adopter of Trade Ideas in 2003. In 2007, he teamed up with Andy Lindloff to mentor large prop trading firms in China. In 2010, Steve and Andy partnered as lead traders on the DittoTrade platform. Steve joined Trade Ideas in 2016. 

SEAN MCLAUGHLIN EDUCATOR 

Sean McLaughlin is an experienced independent option trader. Sean joined the Trade Ideas team in 2016 by way of active trader social network StockTwits. Sean's latest project is tracking the Trade Ideas A.I.'s swing signals.  

JAMIE HODGE DIRECTOR OF EDUCATION 

Jamie Hodge started trading as a SOES bandit in the 1990s and is an early advocate of Trade Ideas Technology. Jamie joined Trade Ideas 10 years ago, created the 'hour-of-power' training program and is the company's Director of Education.

SCOTT OLSON DIRECTOR OF MARKETING 

Scott joined Trade Ideas in 2012 as Director of Marketing to jumpstart direct subscriber retail sales. Trade Ideas is currently enjoying record subscriber growth of over 350% in the last 3 years. Scott's background includes sales training and management, digital marketing, lead generation, and media buying. In 2001–2003 Scott worked with the Trade Ideas founders' previous venture, FutureTrade Technologies, helping secure a $17 million USD round of financing.

MARISSA GOODBODY AFFILIATE MANAGER 

I began my professional career with Trade Ideas in 2009 as the client services manager. Since then, I have taken the role as Affiliate Manager. It is my goal to drive our company forward by recruiting new affiliates, increasing sales revenue, and maintaining positive client relationships. With over a decade of customer service experience under my belt, I know how to deliver excellent service while juggling multiple tasks and roles.

CHANTE` PAIGE ACCOUNT SPECIALIST 

I have 15 plus years in customer service and have been lucky to work in many fields. I met Dan Mirkin a few years ago and now I am working for this amazing company. I look forward to watching Trade Ideas grow even more and continue to give great customer support to all of our clients.  

KELLY NOGUEIRA CLIENT RELATIONS MANAGER 

Client relations Manager and account specialist. I’ve been with Trade Ideas for 3 years, learned a lot and continue to see the company grow. Been lucky enough to work with such a great company and team. I am here to help the best I can.  

CHECK OUT LAST YEAR’S HOLLY SUMMIT 2017

EMPOWERING WOMEN INVESTORS 2016

CHECK OUT THIS YEARS VENUE THE UNIVERSITY CLUB

The University Club, on the 34th floor of the Symphony Towers, provides 1st class meeting rooms with the outstanding service and detail we expect from a private business club.

The club’s renowned executive chef and experienced culinary team offer extraordinary menus for breakfast, lunch, dinner and dessert, including a premium full bar.

The University Club offers 360° views of the San diego skyline, harbor, and mountains. Network and make connections while taking in some of the most beautiful panoramas in coastal California.

WE HOPE TO SEE YOU SOON!

ACCOMMODATIONS AT THE KIMPTON PALOMAR 

The Kimpton Hotel Palomar, located in the heart of the Dowtown San Diego, offers a modern SoCal experience with Floor-to-ceiling windows & balconies with one-of-a kind views.

Catch some sun at the Level Four Pool Deck & Lounge. Offering stunning views accompanied with a full cocktail bar and small bites. 

Kimpton offers sleek guest rooms with all the ammenities you would need. Including 24-hour access to fitness center, daily wine Social Hour, and access to the Level Four Pool Deck & Lounge