Agenda

Experience three days of investing education that will teach you ways to pursue your goals.

Whether it’s a high-energy keynote presentation or an information-packed breakout session, there are plenty of opportunities to find new ideas you can apply to your investing and trading strategies. Purchase your ticket now and register for the breakout sessions. We're still confirming conference details, so be sure to check back for agenda updates.

Want to earn credits for what you learn?
Hey CPAs and CFPs: Investools breakout sessions are eligible for continuing education credits - up to 13 total. Click each session for more information.4

Tracks

  • =  Long‑Term Investor
  • =  Trend Investor
  • =  Active Trader

Sunday, August 27

2:00–6:00 P.M.

Complete your Conference registration at the Resource Desk

Join fellow attendees and Investools and TD Ameritrade instructors at the exhibit booths, as we kick off the 2017 Investor Education Conference with opportunities for networking, discussions on investing concepts and strategies, and platform demonstrations. Booths will be open and instructors available until 6pm.

Monday, August 28

6:45 A.M.–6:45 P.M.

Registration/Conference Resources Open

7:00–8:00 A.M.

Breakfast

8:00–9:30 A.M.

Opening General Session with Rick Santelli

Rick Santelli

CNBC On-Air Editor

A veteran trader and financial executive, Santelli has provided live reports on the markets in print and on local and national radio and television. He is a regular contributor to CNBC’s “Squawk on the Street”, with a focus primarily on interest rates, foreign exchange and the Federal Reserve.

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10:00–11:40 A.M.

Breakout Sessions

Pursuing Portfolio Income Growth from Dividends

Brandon Van Zee, Investools Instructor

Track: Long-Term Investor

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Power Cycle: The Rhythm of Sector Rotation

John McNichol, Investools Instructor

Track: Trend Investor

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Synthetic Stocks Strategies: Just as Good as the Real Thing?

James Boyd, Investools Instructor

Track: Active Trader

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12:00–1:00 P.M.

Lunch and Learn with the CME Group5

Enjoy lunch over a discussion on debt, taxes, interest rates & GDP. Blu will discuss the impact tax cuts may have on real GDP, how rising debt equals a more fragile economy, and the trajectory of fiscal policy.

Bluford (Blu) Putnam, Managing Director of Strategic Intelligence & Analytics, CME Group

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1:30–3:10 P.M.

Breakout Sessions

Prepping Your Bond Portfolio for Rising Interest Rates

Perry Guarracino, Director, Fixed Income Trading, TD Ameritrade

Track: Long-Term Investor

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Investing Using Social Media

Andy Swan, Founder, LikeFolio

Track: Trend Investor

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The Role of Active Trading in a Portfolio

Scott Thompson, Investools Instructor

Track: Active Trader

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3:30–4:30 P.M.

TD Ameritrade Platform Demonstrations

Trading on TDAmeritrade.com

Track: Long-Term Investor

Join TD Ameritrade instructors as they show you how to monitor your portfolio, watch the market, and place trades using tdameritrade.com.

Trade Architect® and TD Ameritrade Mobile Trader

Track: Trend Investor

This session will walk you through Trade Architect and the TD Ameritrade Mobile Trader app and show you how everything you need to place trades is at your fingertips.

thinkorswim®

Track: Active Trader

Get an in-depth look into the impressive trading experience that is thinkorswim, TD Ameritrade’s most advanced trading platform.

4:30–6:30 P.M.

Welcome Networking Reception

Tuesday, August 29

5:45 A.M.–5:45 P.M.

Registration/Conference Resources Open

6:00–7:15 A.M.

Technical Analysis Trading Room

James Boyd, Investools Instructor

Track: Active Trader

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7:00–8:00 A.M.

Breakfast

8:00–9:30 A.M.

General Session with Vivek Wadhwa

Vivek Wadhwa

Globally syndicated columnist & author

Vivek Wadhwa is a Distinguished Fellow and professor at Carnegie Mellon University and a Director of Research at Duke University. Before joining Duke University, Wadhwa was a technology executive known for pioneering change and innovation.

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10:00–11:40 A.M.

Breakout Sessions

Passive vs. Active Investing: Choosing What's Right for You

Karen Schenone, CFA, Director, Fixed Income Strategist, BlackRock

Track: Long-Term Investor

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Getting Creative with Advanced Technical Indicators

Blake Young, Investools Instructor

Track: Trend Investor

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Building an Options Inventory

Michael Follett, Investools Instructor

Tom White, Director and Chief Strategist, Tradewise Advisors

Track: Active Trader

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12:00–12:45 P.M.

Luncheon

12:45–2:00 P.M.

Featured Panel: TBD

2:30–4:10 P.M.

Breakout Sessions

Using Options in Long-Term Investing

Scott Connor, Director, Trader Education, TD Ameritrade

Track: Long-Term Investor

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When to Cut Bait: Learn How to Manage Risk and Protect Profits in Trend Trades

Jill Steele, Investools Instructor

Track: Trend Investor

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Discover Hidden Market Activity with Volume Profile

Blake Young, Investools Instructor

Track: Active Trader

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4:30–5:30 P.M.

Cocktail Hour

Wednesday, August 30

5:45 A.M.–12:15 P.M.

Registration/Conference Resources Open

6:00–7:00 A.M.

Breakfast

7:00–8:40 A.M.

Breakout Sessions

Using Fundamental Analysis to Invest in Value Stocks

Cameron May, Investools Instructor

Track: Long-Term Investor

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Shedding Light on Buying or Selling Behavior with Candlestick Patterns

Dave Johnson, Investools Instructor

Track: Trend Investor

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Get Unique Market Exposure through Futures and Futures Options

Kevin Hincks, Trader Education Host, TD Ameritrade

JB Mackenzie, Managing Director, Futures & Forex, TD Ameritrade Futures and Forex, LLC

Track: Active Trader

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9:00–10:40 A.M.

Breakout Sessions

Getting to the Core: A Role for ETFs to Play in a Portfolio

Brett Crowther, Investools Instructor

Track: Long-Term Investor

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Charting a Path with the Market Forecast

David Settle, CMT, Content Development Manager, Investools

Track: Trend Investor

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Using Weekly Options to Open Doors to More Trade Opportunities

Michael Follett, Investools Instructor

Track: Active Trader

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11:00 A.M.–12:00 P.M.

Closing General Session

Join JJ Kinahan, Chief Strategist, TD Ameritrade, Steve Quirk, Executive Vice President, TD Ameritrade Trader Group, and Lee McAdoo, Managing Director, Investools, for a discussion on the state of the markets and next steps in our exciting journey for investor education.

JJ Kinahan, Chief Strategist, TD Ameritrade

Steve Quirk, Executive Vice President, TD Ameritrade

Lee McAdoo, Managing Director, Investools

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