Stocktoberfest - Investing for Profit and Joy
Stocktoberfest is back and bigger than ever for Year THREE. We invite you back to Coronado on October 27 and 28th for another interactive festival on 'Investing for Profit and Joy'.
We have one simple goal for this event and that is for you to make money. We guarantee you will leave Coronado with many clear ideas on trends and strategies and an amazing network you can build from for the rest of your financial career.
If you love stocks and markets and talking about them all day long - Stocktoberfest will always be for you. There will be 20 Breakout sessions over the course of two days on everything from starting a paid newsletter, to using social media to starting a hedge fund and how to read a chart and use a mobile brokerage and set up your desk and daily routines of the best minds in the business. The best voices from our community will be sharing strategies and ideas and brainstorming on how to make money as a trader and investor.
As always, we dive deep into huge trends in progress - this year we will dig into the theme of 'Silicon Valley Eating Wall Street'. Is it for real? Is it hype? Is Bloomberg untouchable? Who are the disruptors and from the founders themselves, what does the next 5 years look like from both Wall Street and Silicon Valley and in Between. We will take a Deep dive into Crowdfunding and Angel Investing with amazing startups - Angel List, Our Crowd and Crowdability.
We will continue to have the most talented and interesting financial thinkers, money managers, traders and family offices talking about stocks and markets and their ideas, picks, routines, products and systems that they use and are thinking about for 2015 and beyond.
This year more than 20 companies will be showcasing their financial apps and utility software products on our show lobby floor. You can meet the founders, try the products, and see the future of the financial web.
As always the days will be mixed with great entreprenuers and investors that don't necessarily think about stocks and markets, but are changing the industries and markets they attack, and will offer valuable insight that you won't get from traditional media or market sites and newsletters. My favorite big ideas come from talking to the founders and executives of disruptive technology startups who are not thinking month to month or quarter to quarter results.
Sponsored byInterested in becoming a Sponsor?
Howard LindzonChairman and Co-founder StockTwits, Managing Partner of Social Leverage
Howard Lindzon is co-founder and CEO of StockTwits® – a social network for traders and investors to share real-time ideas and information. StockTwits was recently named “one of the top 10 most innovative companies in web” by FastCompany and one of the “50 best websites” by Time magazine.
Mr. Lindzon has more than twenty years experience in the financial community acting in both an entrepreneurial and investing capacity. With a unique vision for starting and successfully managing innovative companies, he is the Managing Partner of Social Leverage, a holding company that invests in early stage web businesses. Howard continues to manage a hedge fund he started in 1998.
Jack SchwagerAuthor, Co-portfolio Manager for ADM Investor Services Diversified Strategies Fund,
Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. He is one of the founders of Fund Seeder Fundseeder.com, a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital.
Previously, Jack was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Market Wizards (1989), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014).
Jack holds a BA in Economics from Brooklyn College and an MA in Economics from Brown University.
William R. GurtinChief Executive Officer, Chief Investment Officer, and Founder of Gurtin Fixed Income
William R. Gurtin is Chief Executive Officer, Chief Investment Officer, and founder of Gurtin Fixed Income. He also serves as a member of the Investment Committee. Gurtin Fixed Income manages over $7.6 billion in assets on behalf of wealthy family groups.
Prior to founding Gurtin Fixed Income, Bill was Senior Vice President and Senior Portfolio Manager, Fixed income Investments for The Gurtin Group at Morgan Stanley. He has been included in the Barron's listing of the Top 100 Wealth Advisors each of the four years following the inaugural survey in 2004.
Bill holds a B.S. in Applied Mathematics and Economics from Brown University, and an M.B.A. in Finance from the University of Chicago Graduate School of Business. He currently serves on The Board of Trustees and Finance Committee for the Francis Parker School, and the Southern California Executive Committee for Brown University.
Ross LevinsohnChairman, Scout Media
Best known for his leadership roles at Yahoo and Fox, Ross Levinsohn has helped build and operate both small and large-scale businesses and invested in more than thirty companies as both an executive and financier.
At Yahoo, Ross served as Interim CEO and Head of Global Media. Prior to being named to that post, he was Executive Vice President of the Americas region and was responsible for company’s largest territory.
Most recently, Ross served as CEO of Guggenheim Digital Media where he focused on investments for the global asset management firm with more than $180 billion under management.
Levinsohn holds a Bachelor of Arts in Communications from The American University and currently sits on the Boards of the Tribune Company, Millennial Media, Zefr, and the National Association of Television Program Executives (NATPE).
Adam NashPresident & CEO of Wealthfront
Adam Nash is the President & CEO of Wealthfront, the largest & fastest-growing automated investment service, reaching over $1B in assets in less than 2.5 years.
Adam joined Wealthfront from Greylock Partners, where he was an Executive-in-Residence. Prior to Greylock, he was VP of Product Management at LinkedIn, where he built the teams responsible for core product, user experience, platform and mobile. Adam has held a number of leadership roles at eBay, including Director of eBay Express, as well as strategic and technical roles at Atlas Venture, Preview Systems and Apple.
Adam holds an MBA from Harvard Business School and BS and MS degrees in Computer Science from Stanford University.
John MelloyCEO, StockTwits
John Melloy is the chief executive officer of StockTwits. Formerly, he was the Executive Producer of CNBC's "Fast Money," and the Executive Producer and creator of the "Halftime Report."
Prior to joining CNBC in 2006, John was the team leader of U.S. Stock Market coverage for Bloomberg News, and a frequent on-air guest on Bloomberg TV and Bloomberg Radio.
John has a Bachelor's degree in Finance from Villanova University in Philadelphia and a Masters degree in Business from Fordham University in New York.
Hardeep WaliaCo-founded & CEO of Motif Investing
Hardeep Walia co-founded Motif Investing to create an intuitive way to invest in real-world ideas. Motif—a registered broker-dealer based in San Mateo, California—allows individuals and advisors to invest online in collections of stocks or ETFs centered around specific investment themes or strategies, all for low trade commissions. Mr. Walia started Motif after spending more than six years in executive positions at Microsoft, including serving as general manager of Microsoft's $2 billion Enterprise Services business. He was also director of corporate development and strategy, helping to oversee Microsoft's investments and acquisitions. Mr. Walia began his career as a consultant with the Boston Consulting Group. He holds a BS in economics and engineering from Yale University and an MBA from the Wharton School of Business. He also holds Series 7, 63 and 24 licenses in the securities industry and is a member of FINRA's Small-Firm Advisory Board. He is a frequent guest on Bloomberg TV, CNBC, and Fox Business and blogs regularly for Forbes. Mr. Walia is on Twitter at and on Quora.
Emanuel BalarieCo-Founder and Chief Executive Officer of Fund Seeder
Emanuel Balarie is the Co-Founder and Chief Executive Officer of Fund Seeder. A known industry expert in the commodity markets, managed futures/fx, and alternative investment space, Mr. Balarie has developed a unique specialty in discovering and funding unrecognized trading talent. Over the years, he has traveled and met traders from all over the globe and connected them to his diverse client base, ranging from Investment Funds, Institutions, Family Offices, and High Net Worth Investors. Mr. Balarie is also the managing director of Balarie Capital Management. In 2014, Balarie Capital won highly commend for Best Cap Intro at the CTA Intelligence Awards. Mr. Balarie is also the author of the book Commodities for Every Portfolio: How You Can Profit From the Long-Term Commodity Boom (Wiley 2007). He also has appeared numerous times on CNBC, and is frequently quoted in dozens of financial publications such as, The Wall Street Journal, Reuters, Marketwatch from Dow Jones, Barron’s, MSN Money, and Bloomberg.
David CohenFounder and CEO, Techstars
David Cohen is the founder and CEO of Techstars. Previously, David was a founder of several software and web technology companies. He was the founder and CTO of Pinpoint Technologies which was acquired by $ZOLL Medical Corporation in 1999. You can read about it in No Vision, All Drive [Amazon]. David was also the founder and CEO of earFeeder.com, a music service which was sold to SonicSwap.com in 2006. He also had what he likes to think of as a “graceful failure” in between.
David is an active startup advocate, advisor, board member, and technology advisor who comments on these topics on his blog at DavidGCohen.com. He recently co-authored Do More Faster with Brad Feld. He is also very active at the University of Colorado, serving as a member of the Board of Advisors of the Computer Science Department, the Entrepreneurial Advisory Board at Silicon Flatirons, and the Board of Advisors of the Deming Center Venture Fund. He is a member of the selection committee for Venture Capital in the Rockies, and runs the Colorado chapter of the Open Angel Forum. His hobbies are technology, software/web startups, business history, and tennis. He is married to the coolest girl he’s ever met and has three amazing kids who always seem to be teaching him something new.
Michael Parekh is an active advisor and investor in startups, is on the board of Stocktwits, and is an advisor to Social Leverage. He is also co-founder & CEO of FlikStak, a mobile social utility platform.
A Wall Streeter for over 20 years, former partner at Goldman Sachs, and founder of its Internet Research effort in 1994, Michael has been living online since the early days of CompuServe in the 80s and AOL in the '90s.
At Goldman Sachs, Michael was the lead research analyst for the IPOs of Internet companies like UUNET, Yahoo, eBay, DoubleClick, Webex, LoudCloud, Exodus, Equinix, amongst many other pioneering companies.
Michael received his MBA at the University of North Carolina at Chapel Hill in 1982, and BS at Auburn University in 1980.
Mike BellafioreCo-founded SMB Capital
Mike Bellafiore co-founded SMB Capital, a proprietary trading firm in New York City, and SMBU, its trader education company. He is the author of the “trading classic” One Good Trade and The PlayBook. He also co-authored a chapter for The StockTwits Edge, in which he discussed a favorite trading setup. Mr. Bellafiore also writes regularly for the globally popular SMBU blog, where he shares ideas on how to improve trading performance. Mike’s trading techniques were noted in The Daily Trading Coach: 101 Lessons for Becoming Your Own Trading Psychologist, written by Dr. Steenbarger and has been recognized in The Inner Voice of Trading by Michael Martin. As an international lecturer, Mr. Bellafiore has built trader trading programs globally for hedge funds, prop trading desks, and retail traders, working with some of the world's largest traders.
SMB Capital’s trader-training program was highlighted in the TV documentary Wall Street Warriors. His firm has appeared regularly on CNBC’s Fast Money, CNNMoney, Bloomberg, and Fox Business.
Mike is a former college athlete and member of the University of Connecticut Board of Trustees. He lives with his wife and new son on the Upper West Side in NYC.
Blair JensenCo-Founder of Trade Followers
Blair Jensen is Co-Founder of Trade Followers. The Trade Followers algorithm creates financial indicators by quantifying the StockTwits and Twitter streams. These indicators provide investment ideas and trade setups for active market participants.
Blair has over 30 years of experience in Information Technology. His work has centered on simplifying large datasets to provide clients with easy access to critical information necessary for decision making.
Bastiaan JanmaatCEO and co-founder of DataFox Intelligence
Bastiaan is the CEO and co-founder of DataFox Intelligence, a deal intelligence platform backed by Google Ventures.
Prior to launching DataFox, Bastiaan worked in private equity and venture capital for Goldman Sachs’ "European Special Situations Group." He later served as Director of Business Development for a Kleiner Perkins portfolio company, before getting his MBA from Stanford Graduate School of Business.
Gregor MacdonaldFinancial Author
Gregor Macdonald believes the world has entered another historic energy transition. He has written for The Economist Intelligence Unit, The Financial Times of London, The Harvard Business Review, The Oil Drum, and The Petroleum Economist.
Gregor has produced multiple newsletters for investors in the energy sector, including his latest: TerraJoule.us, a monthly newsletter covering macro trends in global energy. Gregor also worked with Howard Lindzon and Philip Pearlman to develop the first internet broadcast on the StockTwits.com platform. He is currently pursuing new projects in energy research, primarily in energy data.
Semil ShahGeneral Partner, Haystack Fund
Semil Shah has been working on mobile products and mobile product marketing for the past three years, for companies such as Swell, IFTTT, and more, as well as participating as a seed investor in many mobile-related companies. He's an investor with Haystack Fund and a consultant with a handful of Sand Hill VC firms.
Shawn CarpenterCo-Founder, CEO YCharts
Shawn Carpenter is co-founder and CEO of YCharts®. Shawn has been an active investor for over 15 years. He spent three years at Google, where he led strategy & revenue intelligence efforts for the Local Vertical. Before Google, he led business development and new product launches for Classified Ventures. In 1998, Shawn founded WallStreetView to launch one of the first real-time investor portals for individual investors. Shawn holds a BS from the University of Illinois at Urbana-Champaign. He has been called a “Web Whiz” by Crains and has appeared on Fox Business, CNBC and is a contributor to SeekingAlpha and Forbes.
Eddy ElfenbeinEditor of Crossing Wall Street
Eddy Elfenbein is the Editor of Crossing Wall Street. He was named by CNN/Money as the best buy-and-hold blogger. His free Buy List has beaten the S&P 500 for the last seven years in a row. He also writes a free weekly newsletter, CWS Market Review.
Lydia Idem FinkleyFounding Principal of Faith Might, LLC
Lydia Idem Finkley has been investing in equities for 18 years and actively trading currencies for 7 years. With a special feel for sterling, Lydia trades exclusively GBP currency pairs, particularly the GBPUSD and EURGBP. Her approach to forex trading has amassed quite a following on Twitter and StockTwits. She has been a special guest on forex radio shows like Euodoo Radio and FXStreet’s Live Analysis Room; featured in FORBES Magazine and CNNMoney; and co-author/contributor to The StockTwits Edge and Trading: The Best of The Best. Lydia blogs her trade analysis and ideas at FaithMightFX. Her articles can also be found on popular forex websites such as StockTwits FX, ForexPros, and Benzinga to name a few.
Lydia has a Master of Science in Management and a Bachelor of Science in Computer Science. She has founded, advised and invested in several different startups for the past 13 years. In 2012, Lydia expanded her portfolio into Africa and is looking to make a bigger footprint on the continent.
Paul R. La MonicaAssistant Managing Editor at CNNMoney
Paul R. La Monica is an assistant managing editor at CNNMoney. He writes his column for The Buzz blog, appears in the daily Buzz video segment, and also tweets throughout the day on StockTwits and Twitter about the markets and economy @LaMonicaBuzz. Paul also oversees the site's economic, markets and technology coverage.
Paul has been with CNNMoney since November 2001. He has also worked for Red Herring, SmartMoney, American Banker, and Financial World, Paul lives with his wife and two sons in Brooklyn, NY and is a 1995 graduate of The University of Pennsylvania.
Joseph GitsCo-Founder of Social Market Analytics
Joe Gits is the Co-Founder of Social Market Analytics (SMA). SMA is a leading provider of Social Media analytics for the financial community. The company collects, cleans, and aggregates social media inputs to create actionable intelligence for traders. SMA won the 2013 Inside Market Data Most Innovative Market Data Project-Vendor award.
Joe has extensive experience starting and growing financial software and data firms. In addition, he has created and integrated financial data and built and back tested trading models.
Prior to Social Market Analytics, Joe was the Co-Founder of Quantitative Analytics, the market leading provider of integrated database solutions for Quantitative Researchers and Traders. QAI was acquired by Thomson Financial in 2007. Subsequent to Thomson’s acquisition of Quantitative Analytics, he spearheaded the integration of QAI technology into Thomson (now Thomson Reuters). Joe managed the integration, development, and maintenance of the content, analytics, and API’s that drove historical analytics.
Joe received his Bachelors from the University of Iowa, MBA from DePaul University and is a CFA Charterholder.
Herb GreenbergEditor of Herb Greenberg's Reality Check, CNBC Contributor
Herb Greenberg is the editor of Herb Greenberg's Reality Check, a subscription newsletter designed to help investors better manage risk. He writes a daily blog for TheStreet's main free website and contributes to its Real Money's "Columnist Conversation" column as well as being a regular contributor for CNBC.
Greenberg has been a financial journalist for more than 30 years, working most recently as a senior stocks commentator on CNBC's Business Day programming and on CNBC.com. He was also co-president of Greenberg Meritz Research & Analytics. He is a former weekend investor columnist for The Wall Street Journal and a former senior columnist for MartketWatch.
Prior to joining MarketWatch, Greenberg was senior columnist for TheStreet.com. He previously spent 10 years as the "Business Insider" columnist for the San Francisco Chronicle and nearly seven years asFortune magazine's monthly "Against the Grain" columnist.
He also was the New York financial correspondent for the Chicago Tribune and a financial reporter in its Chicago newsroom. Greenberg has held various positions at other media outlets including Crain's Chicago Business and the St. Paul Pioneer Press. Greenberg holds a bachelor's degree in journalism from the University of Miami.
Todd SullivanFounder of ValuePlays @toddsullivan
Todd Sullivan is the founder of the website ValuePlays launched in 2007 and of Rand Strategic Partners, a long short value hedge fund started in 2009. He has made appearances on CNBC and Fox Business and his writings have been quoted in the Wall St. Journal, NY Times, CNN Money and various other publications.
Todd has presented investment ideas at William Ackman's Harbor Investment Conference and the Manual of Ideas Small Cap Conference. Todd is also an angel investor in Estimize, Daily Worth, Mile High Organics and Agua Enerviva.
Joshua BrownCEO of Ritholtz Wealth Management @reformedbroker
Joshua Brown is the CEO of Ritholtz Wealth Management, a New York City-based Registered Investment Advisory firm that is helping high net worth investors across America plan and fund their retirements.
Brown is the creator of the Reformed Broker blog, a daily on-air contributor to CNBC TV and the Chairman of the Twitter Federal Reserve. TIME Magazine, Barron's and the Wall Street Journal have all ranked him as the number one financial commentator to follow online. He has also published two books for publisher McGraw-Hill. His StockTwits born-on date is February of 2010, predating the Mayan Apocalypse.
Gregory W. HarmonCMT, CFA, founded Dragonfly Capital Management
Gregory W. Harmon founded Dragonfly Capital Management, LLC providing daily trade ideas, technical analysis of securities markets and consulting services to the marketplace, and is a Founder and Chief Investment Officer at Presidium Capital, an Investment Manager running separate accounts for clients. Prior to that, he had traded in the securities markets since 1986. He has held senior positions including Head of Global Trading, Head of Product Development, Head of Strategy, and Director of Equity and Portfolio Swaps Trading at Chase Manhattan, State Street Corporation and BNP Paribas. Greg earned an MBA in Finance from NYU Stern School of Business and BS in Mechanical Engineering from Cornell University where he was captain of the swim team.
Jason RaznickCo-Founder and CEO of Benzinga
Jason Raznick is the co-founder and CEO of Benzinga, a premier financial media outlet. By providing superior data, news and actionable insights, Benzinga empowers individuals with the edge needed to profit in today’s financial markets.
Jason actively invests in startups through his HelloWorldVC fund, and appears regularly in national media outlets such as CNBC, Fox Business, NBC, and the Wall Street Journal.
Benzinga most recently launched the technology platform, Marketfy, a financial marketplace that allows investment experts to build the best financial products for investors.
Jason graduated from the University of Michigan Ross School of Business.
Mike HodgesPresident & COO, U-T San Diego
Mike is the President and COO at U-T San Diego, formerly The San Diego Union-Tribune, spearheading the transformation of the company to a fully integrated media organization. Mike joined U-T San Diego in 2009 as VP Interactive in charge of direction and strategy for the U-T’s interactive initiatives including building the top Daily Deal entity in the newspaper industry.
Before U-T San Diego, Mike was VP Interactive Sales for Freedom Communications, the publisher of the Orange County Register. There Mike oversaw all interactive revenue initiatives for Freedom's nationwide daily newspapers and broadcast television stations.
Mike has been involved in several internet start-up companies, including his own firm, TheRealtyCorporation.com, which was one of the first online real estate and mortgage companies. Mike's e-mail marketing start-up in the late 1990's was bought by DoubleClick, where he went on to run national sales for DoubleClick's email division.
Mike lives in La Jolla, CA with his wife and three children.
Audrey JacobsVice President of OurCrowd Americas
Audrey Jacobs is the Vice President of OurCrowd Americas.
OurCrowd, based in Israel, allows individual accredited investors worldwide to identify, research and invest in leading startups in Israel and around the world. Audrey oversees the Western Hemisphere activities, building the investor community online and offline and leverages the investors' network to develop the OurCrowd portfolio companies.
An extraordinary fundraiser, powerful public speaker, PR maven and global community builder, Audrey has found equity crowdfunding to be the answer for start-ups to access capital and use the “crowd” to expand globally. Through her lectures at investment conferences and universities, she enthusiastically educates investors about the risk and reward of investing in early stage companies.
Tom Brakke is a consultant, writer, and investment advisor. He works with organizations on investment process, research, due diligence, organizational design, competitive advantage, and the communication of investment ideas.
During his career, Tom has been an analyst, portfolio manager, director of research, professor, and creator of investment products and systems.
He is the author of "the research puzzle" blog, has written for a number of leading investment industry publications, and published an ebook, Letters to a Young Analyst, this spring.
Jordan MendellHead of Mobile at DraftKings
Jordan Mendell is head of mobile at DraftKings, a venture backed daily fantasy sports company that has raised $35M in funding.
Prior to joining DraftKings in an operational capacity, Mendell founded Ando Media and served as Chief Technology Officer and Head of Research and Development from its inception in 2003 to 2008 when it was acquired by Triton Digital for $31M.
Mendell also created Webcast Metrics, the standard MRC Accredited Internet Radio Measurement Product, and provides early stage funding and guidance to startups.
Woodrow H. LevinFounder/CEO
Founder/CEO, Woodrow H. Levin, manages the day-to-day operations of Estate Assist, and leads the strategic business development and direction of the company.
Prior to Estate Assist, Woodrow founded BringIt, which was acquired by International Game Technology (IGT). He was also the Founder/Managing Partner of Riverbank Capital Management and the Founder/President of InStadium. Woodrow received his J.D. from Chicago-Kent College of Law and his B.A. in Business from University of Wisconsin-Madison.
Richard SwartDirector of Research for the University of California, Berkeley Program in Innovation in Entrepreneurial and Social Finance Program
Richard Swart directs research into crowdfunding and alternative finance at UC Berkeley. He has emerged as the global academic thought leader in this area and his research and insights have led to coverage in the Wall Street Journal, CNBC, Financial Times, Forbes, New York Times, BBC and dozens of other publications globally.
Richard is a sought after strategic advisor or consultant to governments, fund managers and foundations worldwide. He is a PhD in Information Systems.
Chris KimbleCEO of Kimble Charting Solutions
Chris Kimble is the founder and CEO of Kimble Charting Solutions. His firm provides research for individual investors, financial professionals, 401k managers and hedge funds around the world. He specializes in pattern analysis in stock indexes, bonds, currencies, commodities and individual stocks, using pictures to highlight the opportunity at hand with a touch of humor. His mission is to help investors enlarge portfolios regardless of market direction.
Chris’ mentor is Sir John Templeton and is an Occam’s razor fan, believing that investors should strive to eliminate unnecessary information in the decision making process.
Chris has 33 years of experience in the financial industry. He spent 25 years as a financial planner, before turning to helping people capitalize on the Power of the pattern. He has coined such patterns as the "Eiffel tower" and "Emotipoints". With a business and psychology background he combines the footprint of pattern analysis with investor sentiment extremes to find opportunities and solutions for investors.
James L. Koutoulas, Esq.CEO of Typhon Capital Management
James L. Koutoulas, Esq. is the CEO of Typhon Capital Management, a CTA/CPO which operates the Arion Financials Program, Chiron Currency Program, Plutus Grain Strategy, and Tauros Livestock Strategy. Typhon also manages the Hydra Multi-Strategy Agricultural Fund, LP.
James is the President and Co-Founder of the Commodity Customer Coalition, a non-profit customer advocacy organization formed in response to the MF Global bankruptcy. The CCC has 10,000+ members and works with regulators, Congress, and industry leaders to better protect commodities customers. James has been a vocal advocate for commodity customers, appearing regularly on CNBC, Bloomberg, and CNN, featured in major national print publications such as the Wall Street Journal, New York Times, and Reuters, and has written advocacy pieces for ZeroHedge. James is on the Board of Directors of the National Futures Association where he serves on the Executive and Appeals Committees.
Mr. Koutoulas has a J.D. from The Northwestern University School of Law and is a member of the Illinois Bar. He serves as a consulting expert to the Northwestern Investor Protection Clinic and is a member of Mensa. James also has a degree in Finance from the University of Florida, where he was a National Merit Scholar, AP National Scholar, and Angelo Langadas Classics Scholar.
Frank LortscherFounder and CEO of Array Analytics, Managing Partner of Subset Capital
Frank Lortscher is the founder and CEO of Array Analytics, which licenses its patented “wisdom of crowds” data aggregation systems to help brokers, clearinghouses, lenders and other businesses monetize their transaction data. He is also Managing Partner of Subset Capital, an investment management company which serves as the General Partner of alternative investment funds that incorporate social streams and other big data sources.
Frank has more than twenty years’ experience using systems and analysis to find new approaches to old problems, including a decade at Capital One leveraging data to drive business strategy, marketing research and operational diagnostics. Frank received his BA from the University of California, Berkeley and his MA from the University of Chicago.
Sonny SinghChief Commercial Officer of BitPay
Sonny Singh is Chief Commercial Officer of BitPay and is responsible for growing the company’s customer base.
He is also an Advisor to Lumia Capital and is an angel investor in several companies including TubeMogul, Getaround, Jumio, Sendhub, and Estate Assist. Previously, Sonny was part of the founding sales team at Jumio where he was the Vice President of Sales and Business Development.
Sonny has an MBA from Thunderbird, is a graduate of Binghamton University (NY), and studied at Cambridge University in England.
Dan MirkinCEO, Trade Ideas LLC.
Dan Mirkin is a founding partner and CEO of Trade Ideas LLC. Based in San Diego, Trade Ideas is a next generation financial markets technology leader focusing on derived data mining to help individual and professional market participants get to alpha capture decisions more quickly. Dan guides the customer facing product development aspects of Trade Ideas with more than 15 years of professional trading and financial technology experience. Today, Trade Ideas technology serves customers in more than 65 different countries and is licensed by national US retail brokerages Scottrade and Etrade.
Prior to forming Trade Ideas, Dan was CEO of FutureTrade Technologies, a venture backed institutional trading platform which was acquired by Interactive Brokerage (IBKR:Nasdaq) in 2007. Dan received his BA in Accounting from University of Texas at Austin in 1994 and studied Finance at the London School of Economics. Dan is regular contributor to the StockTwits stream and he can be followed @TradeIdeas1 on StockTwits and Twitter.
Dan NathanCo-Founder and Editor of RiskReversal.com
Dan Nathan is Co-Founder and Editor of RiskReversal.com, a service dedicated to equity options education & risk management. Dan has spent his 17 career as a proprietary equity & options trader at several hedge funds (SAC, Exis, Cheyne) and within the equity derivatives group at Merrill Lynch. Since 2009 Dan has served as a broker to institutions for large equity option block trades while also offering trade structure and fundamental trade advisory. Dan is a Contributor to CNBC and weekly panelist on CNBC's Options Action, a show dedicated to equity options trading, and frequent panelist on CNBC's Fast Money. Dan is a graduate of the University of Pennsylvania, originally from Syracuse he now lives in New York City with his wife and 2 daughters.
Ryan DetrickIndependent Trader and Market Technician
Ryan Detrick is an independent trader and market technician based in Cincinnati, Ohio.
He earned the Chartered Market Technician designation (CMT) and is a member of the Market Technicians Association.
Phil PearlmanInteractive Editor at Yahoo Finance
Phil is the interactive editor at Yahoo Finance and he runs Yahoo Finance Contributors. Formerly, he was the executive editor at StockTwits. He is a partner at Social Leverage, LLC and makes early stage investments in web based companies. Phil also previously ran a long/short equity hedge fund, which focused on behavioral strategies.
Phil earned a doctorate in clinical psychology from Argosy University and a BA in English from the University of Maryland.
JC ParetsFounder and Editor of Allstarcharts.com
J.C. Parets is an experienced market technician with a diverse analytical skill set. He earned the Chartered Market Technician designation (CMT) and is a member of the Market Technicians Association.
Employing a top-down approach JC uses Intermarket Analysis with particular emphases on trend recognition and Fibonacci projections. He has constructed a variety of proprietary oscillators that he adjusts over time.
As a portfolio manager, JC focuses on all areas of asset allocation including stocks, bonds, currency and commodity markets. His approach emphasizes market timing, sector rotation strategies, stock selection, and most importantly risk management.
J.C. grew up in Miami, Florida and now lives in New York City with his wife where he continues to support his hometown teams – The Miami Dolphins, The Heat, The Marlins and The Miami Hurricanes.
Michael KatzCEO and Co-Founder of mParticle
Michael is the CEO and Co-Founder of mParticle, a mobile data and integration platform.
Prior, Michael was a VP of Optimization & Analytics at Yahoo where he came via the acquisition of Interclick, the company he founded. As former CEO and Co-Founder of Interclick, Michael led the business as it grew organically to $140M in revenue, before he took it public and eventually sold it to Yahoo for $270 million in 2011.
Previously, Michael was an Analyst at Accenture and ZEFER. He graduated from Syracuse University with degrees in both Finance and Economics.
Robert PeckManaging Director SunTrust
Robert Peck joined STRH in 2013 as a Managing Director covering Internet/Digital Media companies. Robert has over 20 years of experience, including: Merrill Lynch as an analyst in its Investment Banking department; Lehman Brothers, covering technology and media companies; Bear Stearns, augmenting its Technology, Media, and Telecom research team; and Baron Capital, leading its Internet, technology and digital media research effort. In 2011, Robert cofounded CoRise Co., a boutique merchant bank focused on digital media. He was named a "Best on the Street Analyst" by The Wall Street Journal, was an Institutional Investor-ranked analyst in 2004, and he remained ranked until he left the sell-side in 2008. Robert is a frequent guest on CNBC; has appeared on CNN and Bloomberg; has been recognized in The Wall Street Journal, The New York Times, and industry publications; and has written articles for the Economist and Business Insider. He is a Chartered Financial Analyst, a member of the NY Society of Security Analysts, an active mentor to the technology accelerator (ERA) in NY, and an advisor to the Columbia entrepreneur program. He received his MBA from Columbia Business School.
Christopher PerrunaDirector of Project Management at Gardiner & Theobald
Christopher Perruna is a Director of Project Management at Gardiner & Theobald, an independent construction cost and project management consultancy practice headquartered in New York City with offices worldwide.
Chris has extensive experience managing projects from inception to completion in a leading role, along with a strong background in construction, architecture, cost management and scheduling. With a degree in architectural engineering, he has managed projects for clients in most major asset classes including office, financial, law, health care, pharmaceutical, insurance and media.
In addition to project management, Chris trades his own money part time and maintains chrisperruna.com, a personal website/ blog providing equity research and market education. He successfully ran and maintained MarketStockWatch.com, an independent online equity research company, prior to the explosion of blogs, twitter and StockTwits. Chris can be followed daily for his market insight, research and trend-following analysis at @cperruna on StockTwits. Featured in two books: The StockTwits Edge: 40 Actionable Trade Set-Ups from Real Market Pros (2011) and The Daily Trading Coach: 101 Lessons for Becoming Your Own Trading Psychologist (2009). Radio: Trader's Interviews (2008) and numerous publications such as the Wall Street Journal Online, StockTwits, The Trader’s Journal, etc.
Ian RosenGeneral Manager, MarketWatch
Ian is VP and GM for MarketWatch at Dow Jones, responsible for product strategy, and business growth. He has a passion for building content-technology products and businesses at large and small firms.
Prior to his current role, Ian managed Dow Jones's B2B Investment Banking segment, focusing on delivering information to that community. Before joining Dow Jones, Ian has held positions at Thomson Reuters, Goldman Sachs, and Accenture, as well as some smaller firms.
Ian graduated with highest honors from the University of Michigan, and currently lives in New Jersey with his wife and two boys.
Amanda SteinbergFounder of DailyWorth,
Amanda Steinberg is the founder of DailyWorth, the leading financial media company for women. While Steinberg spent the first 10 years of her career as a computer programmer, she transitioned into media upon recognizing that women household-CFOs and breadwinners needed a media source that spoke to them directly about money. Steinberg is now a thought-leader on the topic of women and money, working to advance women's financial confidence and wealth. DailyWorth has been featured in the New York Times, WSJ, TIME, and on Anderson Cooper and MSNBC's Your Business. Steinberg is a graduate of Columbia University. While DailyWorth is headquartered in New York City, Steinberg lives in Philadelphia with her two children and her iPhone. Sign up for DailyWorth and check out CreateWorth, the special edition for small business owners.
Michael SeneadzaSoftware Developer
Michael is a software developer and swing trader based in Atlanta, GA. He is the founder of SwingTradeBot.com, a site which allows traders track technical analysis patterns, manage their watchlists and portolios, and helps them to stick to a regular routine.
Michael previously founded and ran TraderMike.net, one of the earliest stock market blogs. He holds a Bachelor's degree in Electrical Engineering from Stanford University.
Alex BardEVP and GM of Salesforce Service Cloud
Alex Bard is the EVP and GM of Salesforce Service Cloud. Previously, he was the CEO of Assistly, which was acquired by Salesforce in September of 2011 and rebranded as Desk.com.
Forbes Magazine named Alex to the list of the Rising Stars at The World's Most Innovative Companies. He was listed to Business Insider’s 15 Enterprise Tech Rock Stars You've Never Heard Of But Should Know. Alex is also an investor and advisor in several startups including Kabam, Get Around, Bitium, Space Monkey, Thalmic Labs, Stitch Labs, and Stay Classy.
Tracey RyniecValue Stock Strategist at Zacks Investment Research
Tracey Ryniec is the Value Stock Strategist at Zacks Investment Research in Chicago. She manages the Value Investor and Insider Trader stock portfolios at Zacks.com. Prior to joining Zacks, she litigated complex securities and insurance cases representing tech titans and Fortune 100 companies in San Francisco and Silicon Valley.
Tracey graduated from the University of Michigan, attended graduate school at Princeton University and has a Master’s Degree in Middle Eastern Studies from the University of Chicago. Tracey also holds a Juris Doctorate from the University of Pennsylvania. She has appeared in various finance sites including Barrons, CNNMoney, CNBC.com, and Marketwatch.
Michael LamotheFounder of ChartYourTrade.com
Michael Lamothe is the Founder of ChartYourTrade.com, LLC a website dedicated to providing traders and investors with an array of robust tools, analysis, webinars, and forums.
Michael co-organizes the NYC Investor’s Business Daily Meetup Group, manages the monthly ChartYourTrade.com webinar series available on YouTube, and tutors traders to help them further excel at their trading skills. He has been featured in Investor’s Business Daily and has been interviewed on Benzinga’s Pre-Market Show.
Larry McDonaldSenior Director: Chief US Equity
Larry McDonald is the Senior Director: Chief US Equity, Fixed Income & Political Policy Strategist at Newedge
From 2004- 2008, Larry was Vice President of Distressed Debt and Convertible Securities Trading at Lehman Brothers. Larry was considered one of the most profitable traders, leading his team into betting against the subprime mortgage crisis.
At the height of the 2008 financial crisis, Mr. Lawrence McDonald wrote a book on the fall of Lehman Brothers, "A Colossal Failure of Common Sense: The Inside Story of the Collapse of Lehman Brothers."
Larry has participated in three major financial crisis documentaries: Sony Pictures Academy Award winning documentary "Inside Job," BBC‘s "The Love of Money," and CBC‘s "House of Cards."
Cole WilcoxChief Executive Ofﬁcer for Longboard Asset Management
Mr. Wilcox is the co-author of several leading research papers concerning the implementation of hedge fund and alternative investment strategies. He makes regular CNBC television appearances and was proﬁled in The Little Book of Trading, published by Wiley in 2012.
He is an alumnus of the Harvard Business School.
Subject to Change without Notice
StockTwits is entirely taking over the Vintage Theatre Coronado for the comfort and convenience of Stocktoberfest attendees. The theatre is recently renovated and features comfortable seats, great lighting, and amazing sound. In addition to keynotes and panel discussions in the main-stage theatre, Stocktoberfest will host special presentations and breakout sessions in two other theatres.
Since it was first built more than 125 years ago, the Hotel del Coronado has been a beacon of grandeur and refinement among vacation destinations in Southern California and the world. With its iconic red-shingled roof adding a dash of majestic color to the dazzling azure Pacific coastline, The Del stands as the definitive example of what a luxury resort should be.
StockTwits has secured a block of rooms for the group rate of $269.00 + taxes and resort fees, per night. To reserve, book online with the Group Code "STOCKTOBERFEST2014," or call the hotel directly at 1-800-468-3533 and request the "Stocktoberfest" rate.
Rooms must be booked prior to September 26, 2014 to ensure the discounted rate.
This quiet Coronado hotel is in a perfect location – one block off the busy main street but within walking distance to everything. The world renowned Coronado beach is just two blocks away. Dozens of shops and restaurants stand ready to welcome visitors on their leisurely stroll through the seaside village.
1906 Lodge is offering a special group rate from $215 to $327 per night, depending on the room. Rates include a full breakfast, parking.
Call the hotel directly at 866-435-1906 or 619-437-1900 and mention "Stocktoberfest" to receive the group rate. Space is limited.
Just a block from America's Best Beach of 2012 and the historic Hotel del Coronado, La Avenida Inn's charm offers guests an exceptional value in a world-class location. Nestled in the heart of Coronado Island's three and four star hotels, La Avenida Inn's prime village location is within steps of the beach, fine dining, and fashionable shops.
La Avenida is offering the following rates:
- Sunday thru Thursday, 10/26 - 10/30
- King @ $130.50 + tax/nt or 2 Queen @ $140.50 + tax/nt
- Friday and Saturday, 10/31 & 11/1
- King @ $143.10 + tax/nt or 2 Queen @ $153.10 + tax/nt
Call 800.437.0162 or 619.435.3191 and mention "Stocktobefest" when reserving your room. Space is limited.
A cozy and private Coronado hotel is among the most sought after lodging options in California. With its convenient location to the "Best Beach," as designated by the Travel Channel, and with its rich and luxurious architecture and past, the Glorietta Bay Inn is a definitive Coronado hotel. This Coronado hotel combines old world charm with contemporary Southern California comfort, a winning combination that simply cannot be matched by other Coronado hotels.
Glorietta Bay Inn is offering a special StockTwits group rate of $206/night for a 10 deluxe room with 1 queen bed. Rate includes a continental breakfast and free wireless. The hotel has 10 rooms reserved at this price.
Please call the hotel at 619-435-3101 and mention "Stocktoberfest" to reserve your room.
The El Cordova offers an informal Spanish garden and courtyard environment, with spacious rooms and suites. The rooms are all unique and most offer kitchen facilities.
The hotel sits in the heart of the Village of Coronado, one block or less from the best beaches on the Island. Shopping, restaurants, theatre and recreational activities are within walking distance and the hotel has four restaurants and twelve boutique shops on site.
- De Lux Room -- $152.10 p/night + tax
- One Bedroom Suite -- $179.10 p/night + tax
- Family Suite -- $206.10 p/night + tax
- 2 Bedroom Suite -- $215.10 p/night + tax
- De Luxe 2 Bedroom Suite -- 278.10 p/night + tax
- Casagrande Suite -- $369 p/night + tax
Rates include continental breakfast and wireless Internet.
Call the hotel directly at 800.229.2032 and provide the group code "SF" to receive the discounted rates.
The Coronado Island Marriott Resort & Spa offers a comfortable atmosphere for relaxation and renewal. The resort welcomes guests with its many luxurious on-site features, including a full-service health spa, convenience to beautiful sandy beaches, shopping, and restaurants at Ferry Landing.
Spacious guest rooms and villas make you feel at home in this tranquil beach community. Rooms feature oversized bath tubs, down comforters, and plush beds with cotton-rich linens, plus flat-panel TVs, connectivity panels, and high-speed Internet access.
The Coronado Island Marriott Resort & Spa is offering a special conference group rate of $249/night. You can reserve online or call the hotel at 1-800-228-9290 and ask for the Stocktoberfest group rate. Space is limited and rooms must be booked by October 2.
We will dissect the favorite strategies from top investors and traders. By the end of our two days together, you won’t have to walk across coals, but you might want to dip your toes in the Ocean.
The conference will be held from October 27-28, 2014 in San Diego, California.
Questions? Contact Jennifer Van Grove via email if you have any questions on sponsorship, registration, travel and/or accommodations.