- AAII NYC "EQUITIES, BONDS, GOLD OR CASH?: with Mike Paulenoff
What are the investment opportunities for the remainder of 2019? Which sectors and asset classes should out- and underperform? Join Mike Paulenoff, co-founder of MPTrader.com, as he dissects the macro picture for markets. He will also highlight a few trade setups in exchange-traded funds (ETFs) that can benefit from expected trends. YOU WILL LEARN: * A technical picture of where U.S. equity indexes are headed * An outlook for gold, Treasuries and the U.S. dollar, and how their confluence can impact equities * An understanding of Federal Reserve/interest rate influences and other macroeconomic factors that affect the market I THIS EVENT IS SPONSORED BY AAII. You must sign up and pay AAII directly by following this link: https://www.aaiinyc.eventbrite.com/
- AAII NYC "The Science Behind Factor Investing Using ETFs "
Although this is NOT an official meeting of NYCITI, we believe our members might find it interesting. Doug Fabian, head a Mercer Advisors and a well-known author and podcaster, will share the science, logic and research behind five different factor models that ca be implemented using ETFs. Key Learning Points: • What factor investing is, why it works and how to implement it using ETFs • How factor investing can be applied to international markets • The scientific evidence behind the factor investing strategy NOTE: YOU MUST SIGN UP DIRECTLY WITH AIII Here's the link: https://www.eventbrite.com/o/aaii-new-york-city-chapter-10587537580
- AAII NYC "Market Outlook 2019 From Nuveen "
Although this is NOT an official meeting of NYCITI, we believe our members might find it interesting. Brian Nick, Chief Investment Strategist at Nuveen, will deliver a synopsis of Nuveen’s forecasts and expectations for the global economy and global financial markets in 2019. He will touch on public policy, interest rates, equity valuations and other major themes that will drive investment decisions for the year. Key Learning Points: • Nuveen’s outlook for the global economy in 2019 • How public policy choices around trade and monetary policy will shape that outlook • What it all means for financial markets and, ultimately, individual investors NOTE: YOU MUST SIGN UP DIRECTLY WITH AIII Here's the link: http://www.aaiinyc.eventbrite.com
- AAII NYC “FUTURE OF BLOCKCHAIN: MILLENNIALS AND THEIR IMPACT ON INVESTMENT MGT”
Although this group no longer hosts meetups under its own name, we remain alert to other opportunities for serious investors to get together. As program chair of the NY Chapter of the American Association of Individual Investors (AAII), I would like to share this upcoming program with you. Event Title: “FUTURE OF BLOCKCHAIN: MILLENNIALS AND THEIR IMPACT ON INVESTMENT MANAGEMENT” Speaker: Thomas Lee, CFA Co-Founder and Managing Partner, Fundstrat Global Advisors Topic: Thomas Lee will demystify the technology platforms behind cryptocurrencies and their relevance to our investments today. He will also peel back the curtain on future developments and how millennials have become the driving force behind the meteoric rise of digital assets. You will learn: -- How millennials are arguably the single most important driver of incremental economic growth and why their impact on investing will be dramatic in the next decade -- How cryptocurrencies and digital assets represent a noncorrelated alpha-generating asset, something that a Yale academic study has also affirmed -- A framework for identifying winners and losers in crypto and blockchain Meeting Details: Date: Wednesday, November 7, 2018 Time: Sign in starting 6:10 PM; Program begins 6:30 PM Location: The Community Center at St. Jean de Baptiste Church 184 East 76th St. Manhattan (at Lexington Ave.) NYC Take Lexington Ave. subway to 77th, enter on 76th St. Facing the Community Center sign, take outside stairway on the left. Payment: In Advance $30/person by mail (by 10/31) $32.50/person online (by 11/7) At the Door (space permitting) $35/person Register online at www.aaiinyc.eventbrite.com
- NEW IDEAS in TECHNICAL ANALYSIS with FIDELITY
NEW IDEAS in TECHNICAL ANALYSIS with FIDELITY Demographic Shifts Impacting Your World & Your Portfolio Hosted by Fidelity Investments, Moderated by Regional VP John Gagliardi, CMT (one of our all-time favorite speakers). Featuring distinguished all-star CMT panelists Ralph Acampora, Dan Wantrobski, Kate Stockton and Larry M. Berman. FREE to attend. Register using the link shown here (https://www.fidelity.com/learning-center/mta-live): https://www.fidelity.com/learning-center/mta-live NOTE: If you cannot attend in person, you can register and attend the live simulcast online, at your desk, by using the same registration link provided. From the Fidelity website announcement: Fidelity Investments and the Market Technicians Association are hosting an exclusive keynote panel discussion on Friday April 7, 2017 as part of the MTA’s 44th Annual Symposium. The panelists will address these key questions: How will the millennial demographic boom impact the broad economy through consumption and production? • Are there echoes of the baby boom generation that we can learn from as this story unfolds? • What are the impacts on equity markets as millennials gain an investing capacity? • How can technical analysis improve investors’ capacity to assess risk reward opportunities in rapidly changing markets? THIS EVENT IS SPONSORED and HOSTED by FIDELITY.
- Seventh Anniversary Celebration and... Manhattanhenge!
Ever since our launch in 2009, we celebrate our anniversary with a gala blowout all-you-can-eat sushi bash at Ichi-Umi followed by a team viewing of the iconic annual Manhattanhenge at 34th St. After a delicious meal in the company of fellow traders, we file out onto the street for prime viewing of New York's most spectacular sunset. This is a wonderful opportunity to get together, share trading ideas in an informal setting, and enjoy the best light show the city has to offer. It is important that you update your reservation so that we do not inconvenience the restaurant with no-shows. Please be sure you can and will attend this event when you sign up! Price per person is about $40.00. including tax and tip. Alcoholic beverages and a lobster add-on will cost extra. Cash only, as the restaurant cannot process separate checks and credit cards for large groups.
- Open House with John Gagliardi at Fidelity - HOT TOPICS in TRADING
One of our all-time favorite speakers, John Gagliardi, has invited us back for an encore presentation. John will answer our questions about the markets... sectors... stocks and ETFs... risk management... technical analysis and more. All topics are on the table in this freewheeling conversation with one of Fidelity's top investment pros. As usual, the seats fill quickly, so please reserve as soon as possible and update us if your plans should change.
- Energize Your Portfolio with Futures!
REGISTERED ATTENDEES: Don't forget to tap here to get your login link: https://attendee.gotowebinar.com/register/6815218742924980993 DO THIS WELL BEFORE THE WEBINAR to make sure you can enter on time and not miss a minute of this great presentation! Of all the asset classes discussed in our meetings, the one LEAST covered has been FUTURES. Yet there's ample reason to believe that this asset class may offer the MOST opportunity in the coming year. • 2015 has seen an unprecedented drop in commodity prices. • Commodities are currently the most undervalued sector in the market, and at their most undervalued point in history with respect to direction. • Over the past four years, while stock prices inched higher, commodities prices headed lower. • There is "massive divergence" between stock and commodities prices, more than we have ever seen before. • "Reversion to the mean" suggests that change may be in the wind, offering stellar trading opportunities for those who know how to exploit them. Join our charter Group Mentor PHIL FLYNN for an information-packed webinar that will step you through the basics of futures trading, ways to play (refinery stocks, options, ETFs, mutual funds), how to find actionable trading ideas, and more. UPDATE: As an additional bonus, all attendees will receive a free download of the highly-rated Vantage Point software used to analyze and execute futures trades. (Retail value $2700. Monthly data feed subscription $30 after first month.) ONE lucky raffle prize winner will score a free one-on-one consultation with Phil to jumpstart your own futures trading. Although the webinar will be recorded for future playback, only "live" attendees are eligible for the free download and the consultation with Phil. Learn more about Vantage Point software here: https://www.tradertech.com/ We'll be posting additional information up until the program date. Reserve your spot now! Log-in details will be sent to registered members before showtime.
- Risk Management for Traders and Investors
John Gagliardi, our favorite Regional Brokerage Consultant from Fidelity Investments, will host an encore presentation delving deeper into the tools and techniques of successful trading. This time John will focus on strategies for managing trading risk. Topics to be covered: • VIX • benefits of risk management • trade management strategies • stop losses and conditional trades • technical indicators About our Speaker: John Gagliardi has been the regional brokerage consultant for Fidelity Active Trader Services throughout the New York tri-state area since 2004. His primary responsibility is to educate traders about the tools and services that are provided by Fidelity Investments. Additionally, Mr. Gagliardi conducts local seminars on educational topics, including fundamental and technical trading, research and options, market mechanics, and trading software. Previously, he worked on Wall Street with the convertible and risk arbitrage desk at Cuttone & Co. Mr. Gagliardi left his career on the floor to pursue the newest technology in the brokerage business and worked for one of the earliest pioneers in direct-access trading, EdgeTrade.com. He is also well-versed in technical analysis and was an instructor for Pristine Capital Management. Prior to entering the financial industry, Mr. Gagliardi owned and operated several businesses that he sold to Barnes and Noble. Mr. Gagliardi holds both Series 7 and 63 securities licenses. He received a BA in business and legal studies from New York University. More info at: http://www.moneyshow.com/experts.asp?speakerid=8C5991E07E7C4C2288ED311CF192F53D NOTE: Attendance has been strictly capped due to space limitations. If you reserve and your plans should change, PLEASE update your reservation to release a seat to someone on the waiting list.
- From Data to Action - Using Data to Gain Knowledge and Develop Market Wisdom
Overwhelmed? Drowning in data? Baffled by what to do with it? You're not alone... The market offers vast amounts of information that, if left unprocessed, can overwhelm and confuse both rookie and experienced traders. How can you distill data into useful knowledge and actionable ideas? George Avidon, Managing Partner of The Trade Xchange, will lead us down the path to profits. In this detailed presentation you will learn: --- How to spot potentially moving equities --- How to discern why the security is moving --- How traders can use this information profitably --- How to distinguish between “chatter” and "news" --- How to anticipate how news will affect the price of a security Some of the data points that will be discussed: Options (Equity Derivative based) Insider Transactions Company Filings Geo-political/economic news Futures and how they impact individual stocks Individual stock news and chatter Volume spikes and volatility PRIZES: Every attendee will receive a free two-week trial subscription to The TradeXchange FORUM and Squawk Services. One lucky RAFFLE PRIZE winner will walk away with a Free 3 month Subscription to The TradeXchange FORUM and Squawk Services About the Speaker: George Avidon, Managing Partner of The Trader Xchange, has spent 19 Years in the Capital Markets covering Equity and Derivative trading, analytics, and technology. He holds Series, 7, 24, 4, 63 licenses. His expertise includes researching and analyzing market information, vetting the opacity of information in the capital markets, and data mining for pertinent information. Notes: George is a very popular speaker and The TradeExchange has been in the news recently. We anticipate a "sell-out" crowd. PLEASE reserve quickly to avoid disappointment. Also... PLEASE update your reservation if your plans should change so we won't have to turn away other attendees and wind up with an empty seat.