Sponsors & Exhibitors

Platinum Sponsor:

Discover

A Partnership you can trust.

AAII has partnered with Discover to provide you access to quality savings products with preferred member APYs designed to help you build wealth and effectively manage your assets.

Through the partnership with Discover, AAII brings you a complete range of deposit accounts: CDs, IRA CDs, Online Savings and Money Market Accounts. Discover savings accounts offer competitive APYs that consistently exceed the Savings National Averages1 and come with the quality of service AAII members expect. Discover has helpful online account management tools and U.S.-based customer service representatives available 24/7 to assist you.

Discover a better way to save—start earning more with AAII preferred member APYs today!

1. National Average APYs based on rates of top 50 U.S. banks by deposit provided by Informa Research Services, Inc. as of 08/20/19.



TD Ameritrade

One of the most important assets an investor can have is knowledge. That is why TD Ameritrade gives you a wide range of investing resources such as timely articles and videos, an immersive curriculum, webcasts and engaging in-person events—all accessible on your preferred platform, whether desktop or mobile. TD Ameritrade is also streaming programming from media affiliate, TD Ameritrade Network. TD Ameritrade is proud to have been named #1 in education by StockBrokers.com for seven years.

www.tdameritrade.com

@TDAmeritrade


Gold Sponsor:

Trade Smith

Company description will be made available shortly.

Silver Sponsors:

Buffett and Beyond Research

Company description will be made available shortly.
iFlip Investor

Company description will be made available shortly.
Market Taker Mentoring Inc.

Company description will be made available shortly.
Safehold

Safehold Inc. (SAFE) is revolutionizing real estate ownership by providing a new and better way for owners to unlock the value of the land beneath their buildings. Through its modern ground lease capital solution, Safehold helps owners of high-quality multifamily, office, industrial, hospitality and mixed-use properties in major markets throughout the U.S. generate higher returns with less risk. The company, which is taxed as a real estate investment trust (REIT) and is managed by its largest shareholder, iStar Inc., seeks to deliver safe, growing income and long-term capital appreciation to its shareholders. Additional information on Safehold is available on its website at www.safeholdinc.com.

www.safeholdinc.com


SectorSurfer

SectorSurfer levels the playing field between Wall Street and individual investors by putting the power of award-winning, high-performance investment algorithms in your hands. Its True Sector Rotation algorithm holds only the momentum leader during bull markets, and its StormGuard algorithm helps to protect and grow your assets during bear markets. SectorSurfer Strategies are easy to use, typically involving just three to five trade alerts per year. Investors can import ready-made strategies or create their own. Under the hood, SectorSurfer utilizes the cross-disciplinary mathematics from electronic signal processing and matched filter theory to optimally extract trend signals from noisy market data, which is the same mathematics that enables ethernet, wi-fi and smartphones to perform so well.

www.sumgrowth.com


VantagePoint Trading Software

Company description will be made available shortly.

Exhibitors:

Aflac

Aflac (NYSE: AFL) is a public company, listed on the New York Stock Exchange since 1974. Aflac pays a quarterly dividend and has increased that dividend every year for the last 36 consecutive years. As a Fortune 500 company, Aflac helps protect more than 50 million people through subsidiaries in Japan and the U.S., where it is a leading supplemental insurer paying cash fast when policyholders get sick or injured. Aflac Incorporated’s subsidiaries have given policyholders the opportunity to focus on recovery, not financial stress.

www.aflac.com

@Aflac


American Gold Exchange

American Gold Exchange buys and sells modern gold, silver, platinum and palladium bullion coins and bars. It also makes a two-way buy/sell market in classic pre-1933 U.S. gold and silver coins and European gold coins as well. Daily gold and silver market information and quarterly market commentary are available on the website. American Gold Exchange offers competitive and transparent pricing, finest quality available and expert market information and advice on all products bought and sold. Our approach is consultative to help our clients to the best of our ability in the hard asset arena.

www.amergold.com


Asset Strategies International

Company description will be made available shortly.


Big Picture Trading

Company description will be made available shortly.
Cabot Wealth Network

Nobody cares more about your money than you do. Cabot Wealth Network, an investment advisory publishing business established in 1970, is a trusted independent source of advice for individuals striving to take control of their own investments. Its 12 advisories and two memberships cover a wide range of investing styles, providing readers with expert advice in growth stocks, dividend investments, small-caps, options and more. Analysts provide timely market updates and recommendations. The Cabot Wealth Summit is held each year in scenic, coastal New England and gives attendees an opportunity to pick the brains of the Cabot expert analysts and to participate in lively sessions with fellow investors. Cabot takes great pride in providing customers with intelligent investment advice and timely, personal service without the hype and fabricated claims so prevalent in the market.

www.cabotwealth.com

@CabotAnalysts


Delta Investment Management

Delta Investment Management is an SEC-registered investment adviser specializing in risk-mitigated equity investing and wealth management. It authored “Win by Not Losing,” published by McGraw-Hill and is the creator of the Delta Market Sentiment Indicator (MSI) published in Barron’s weekly. Stop by for a free subscription to the Delta Insights weekly newsletter that helps investors avoid major bear markets.

www.deltaim.com


FINRA

FINRA is dedicated to investor protection and market integrity through effective and efficient regulation of broker-dealers.

www.finra.org


Forbes

Company description will be made available shortly.
Investor Advisory Service

Company description will be made available shortly.

Investor’s Business Daily

Investor’s Business Daily (IBD) 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.

www.investors.com

@IBDinvestors


Global Capital Group

Company description will be made available shortly.
National Futures Association

NFA is the industrywide, self-regulatory organization for the U.S. derivatives industry, providing innovative and effective regulatory programs. Designated by the CFTC as a registered futures association, NFA strives every day to safeguard the integrity of the derivatives markets, protect investors and ensure members meet their regulatory responsibilities.

www.nfa.futures.org

@NFA_News



National Retail Properties

National Retail Properties Inc. (NYSE: NNN) is a real estate investment trust (REIT) owning 2,969 freestanding retail stores in 48 states, leased to more than 400 tenants, in 37 lines of trade (as of December 31, 2018). A conservative balance sheet, a strong portfolio with 98.2% occupancy and a well-protected cash dividend have helped NNN deliver 29 consecutive annual dividend increases and an average total return of 13.2% per year over the last 15 years, 14.1% per year over the last 20 years and 12.8% per year for the last 25 years.

www.nnnreit.com

@NNNreit


Portfolio123

While there are many sites on the internet that allow you to follow a model portfolio, very few give you the tools to create your own strategy. Portfolio123 believes that a systematic investment strategy has the potential to consistently beat the market. There are three things that make Portfolio123 better than any alternative: data quality, ranking systems and backtesting. Portfolio123 allows you to bridge the gap between the ideas in investing literature and real-world hands-on investing. You have the ability to take those ideas, expand on them, research them, build a strategy that can be rigorously tested and have that strategy run virtually on autopilot as it gives you buy and sell orders.

www.portfolio123.com

p123finance


Options Industry Council

The Options Industry Council (OIC) is an industry resource supported by OCC to provide trustworthy education about the benefits and risks of exchange-listed options. Since 1992, OIC has been dedicated to increasing the awareness, knowledge and responsible use of options by individual investors, financial advisers and institutional managers.

www.optionseducation.org

@Options_Edu


Prima Innotech, LLC

Prima Innotech is a New Jersey- and California-registered Investment Advisor serving the investment needs of individual investors. For self-directed investors, we offer access (via a subscription) to a master tracking portfolio that contains all the positions in our OptionMaximizer Club Portfolios. These portfolios are tailored for conservative, moderate and aggressive investors. We also provide Investment Advisor services to trade on the client’s behalf in their accounts that are held at Interactive Brokers.

www.optionmaximizer.com


Reaves Asset Management

The Virtus Reaves Utilities ETF (UTES) seeks to provide total return through a combination of capital appreciation and income, primarily through investments in equity securities of companies in the utility sector. UTES is the only actively managed utility sector ETF and it seeks to capitalize on Reaves’ 58 years of experience in the sector. The fund is distributed by ETF Distributors LLC, an affiliate of Virtus ETF Advisers LLC.

www.reavesassetmanagement.com



The Blue Collar Investor

The Blue Collar Investor provides educational and stock screening tools for conservative option-selling strategies. Best-selling books and DVDs as well as weekly reports are available to promote monthly cash flow in a low-risk approach to investing with stock options.

www.thebluecollarinvestor.com

@thebcinvestor

U.S. Securities and Exchange Commission

The U. S. Securities and Exchange Commission (SEC)’s website, Investor.gov, empowers Main Street investors to take control of their financial future. Investor.gov has free tools and unbiased information to help you make informed investing decisions and avoid scams. More than 12 million new users have accessed Investor.gov since it launched in 2009. When you have questions about investing, Investor.gov has answers.

www.Investor.gov

@SEC_Investor_ed


ValueSpectrum

For equity research in the U.S. and Europe, international value investing strategies, stock screeners, options screeners and ETF data, Valuespectrum.com is the platform for investors who seek for international equity research.

www.valuespectrum.com

@valuespectrum


Omni Orlando Resort
in Orlando, Florida
10/25 - 10/27

Special Pre-Conference Investor Boot Camps Offered on 10/24

Topics Covered
  • Picking winning stocks
  • Protecting your portfolio
  • Developing strategies
  • Profitable investment sectors
  • Asset allocation
  • Fund and ETF investing
  • Tools and approaches for building your nest egg
  • And much more!
Registration Fee
$599 $549 Member
$599 $529 Guest

Act Fast! Space is Limited.


Attendees Receive
  • Expert speakers who will teach you what it has taken them a career to learn
  • Opportunity to meet other members, local chapter leaders & editorial staff
  • 25 “must-attend” investing seminars, plus 30 investor workshopsy
  • Opening Ceremony with keynote speaker, plus luncheon presentation and panel discussions
  • Two continental breakfasts & welcome reception
  • Exhibit Hall
  • Discounted Sleeping Rooms at Omni Orlando Resort at Championsgate
Registration Fee
$599 $549 Member
$599 $529 Guest

Act Fast! Space is Limited.