Breakout Sessions

Create a schedule that matches your interests.

Deepen your investing and trading knowledge with breakout sessions designed to help you develop both new and advanced strategies. You can choose from Long-Term Investor, Trend Investor, or Active Trader tracks or mix and match individual breakout sessions for a schedule that’s tailored to your unique interests.

Tracks

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

Long-Term Investor Track

If preparing for the future is one of your top priorities, the Long-Term Investor track is for you. You’ll gain insights and outlooks for the future, learn how to construct a diversified portfolio that aligns with your goals, and develop strategies for long‑term investments.

Pursuing Portfolio Income Growth from Dividends

Monday, August 28   |  
10:00–11:40 am

Brandon Van Zee ,
Investools Instructor

Track:Long-Term Investor

Pursuing Portfolio Income Growth from Dividends

Brandon Van Zee demonstrates ways to analyze income-producing stocks and ignore day-to-day market fluctuations to try to create a growing stream of dividend income over time.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Prepping Your Bond Portfolio for Rising Interest Rates

Monday, August 28   |  
1:30–3:10 pm

Perry Guarracino ,
Director, Fixed Income Trading, TD Ameritrade

Track:Long-Term Investor

Prepping Your Bond Portfolio for Rising Interest Rates

You don't want to forget about the bonds in a portfolio, especially in a rising interest rate environment. Perry will discuss the current fixed-income market view and ways to position your bond portfolio in the near future.

Best for:

Track:

Learn more

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

Tuesday, August 29   |  
10:00–11:40 am

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

Track:Long-Term Investor

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

Both passive and active investment management strategies have their benefits and risks. Learn which approach is appropriate for your investment objectives and the investment vehicles available to implement your plan.

Best for:

Track:

Learn more

Using Options in Long-Term Investing

Tuesday, August 29   |  
2:30–4:10 pm

Scott Connor ,
Director, Trader Education, TD Ameritrade

Track:Long-Term Investor

Using Options in Long-Term Investing

Options aren't just for traders. Sophisticated investors can also use options strategies designed to enhance, complement, or protect a long-term investment portfolio. Join Scott Connor as he explains strategies for using options with a longer point of view.

Options trading involves unique risks and is not suitable for all investors.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Using Fundamental Analysis to Invest in Value Stocks

Wednesday, August 30   |  
7:00–8:40 am

Cameron May ,
Investools Instructor

Track:Long-Term Investor

Using Fundamental Analysis to Invest in Value Stocks

With value investing, the difference between a good company and a good investment is valuation. Cameron May teaches how to estimate a stock's intrinsic value and demonstrates a rules-based value investing strategy.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

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

Wednesday, August 30   |  
9:00–10:40 am

Brett Crowther ,
Investools Instructor

Track:Long-Term Investor

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

Investors need a diversified core portfolio as a starting point for reaching their financial objectives. Brett Crowther shows one way to create a core portfolio using ETFs.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Trend Investor Track

Ready to get trendy? Check out the Trend Investor track, where you'll learn to better recognize actionable market signals, identify how you could incorporate options into your existing stock strategies, and improve your discipline by following a plan.

Power Cycle: The Rhythm of Sector Rotation

Monday, August 28   |  
10:00–11:40 am

John McNichol ,
Investools Instructor

Track:Trend Investor

Power Cycle: The Rhythm of Sector Rotation

The market moves in a rhythm with sectors rotating in and out of favor. John McNichol explores how to measure the rhythm, follow it, and potentially forecast the next step.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Investing Using Social Media

Monday, August 28   |  
1:30–3:10 pm

Andy Swan ,
Founder, LikeFolio

Track:Trend Investor

Investing Using Social Media

Social media can shed light on investor sentiment before it makes its way onto a balance sheet. Join Andy Swan, Likefolio Co-Founder as he unlocks this alternative source of investor insight.

Best for:

Track:

Learn more

Getting Creative with Advanced Technical Indicators

Tuesday, August 29   |  
10:00–11:40 am

Blake Young ,
Investools Instructor

Track:Trend Investor

Getting Creative with Advanced Technical Indicators

At its core, technical analysis is about recognizing patterns in price and volume. Blake Young uncovers some hidden patterns by interpreting advanced indicators.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

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

Tuesday, August 29   |  
2:30–4:10 pm

Jill Steele ,
Investools Instructor

Track:Trend Investor

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

The most important skills investors and traders can master are cutting losses short and letting profits run. Of course, this is easier said than done. Having a plan can help calm the emotions when profits or losses start to pile up. Jill Steele shows multiple strategies to help trend traders manage risk throughout the trade process.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Shedding Light on Buying or Selling Behavior with Candlestick Patterns

Wednesday, August 30   |  
7:00–8:40 am

James Boyd ,
Investools Instructor

Track:Trend Investor

Shedding Light on Buying or Selling Behavior with Candlestick Patterns

Identifying patterns of buying or selling behavior at certain levels can indicate which direction price might go. James Boyd shares a classic method of detecting and interpreting that price behavior.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Charting a Path with the Market Forecast

Wednesday, August 30   |  
9:00–10:40 am

David Settle ,
CMT, Content Development Manager, Investools

Track:Trend Investor

Charting a Path with the Market Forecast

Big price moves often come when different market participants are aligned in the same direction. David Settle analyzes different time frames at once using the Market Forecast indicator.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Active Trader Track

Market movers and shakers will love the Active Trader track, which is chock-full of lessons about tackling the market. You'll learn ways to manage risk and increase flexibility, reduce your capital requirements, and sharpen your skills for entry and exit.

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

Monday, August 28   |  
10:00–11:40 am

James Boyd ,
Investools Instructor

Track:Active Trader

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

Synthetic stock strategies can provide leverage for your portfolio, minimizing the impact time and volatility can have on option prices while also being able to trade the stock in both directions. Join James Boyd as he teaches options strategies to potentially replicate the performance of a stock position while managing risk.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

The Role of Active Trading in a Portfolio

Monday, August 28   |  
1:30–3:10 pm

Scott Thompson ,
Investools Instructor

Track:Active Trader

The Role of Active Trading in a Portfolio

If buying and selling securities is a big part of your investment approach, options could complement your existing strategies. Join Scott Thompson to learn how options may help you generate income and manage risk as you buy and sell securities.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Building an Options Inventory

Tuesday, August 29   |  
10:00–11:40 am

Michael Follett ,
Investools Instructor

Tom White ,
Director and Chief Strategist, Tradewise Advisors

Track:Active Trader

Building an Options Inventory

Building an options inventory can be like taking all sides of the market at once–you can potentially profit no matter what direction the market is going. Join Mike Follett, Investools Instructor, and Tom White, Director Tradewise, to learn how to construct an options inventory and manage the distinctive risks.

TradeWise Advisors, Inc. is a registered investment advisor. For more information about the TradeWise advisory service, please see ADV 2 on www.tradewise.com.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Discover Hidden Market Activity with Volume Profile

Tuesday, August 29   |  
2:30–4:10 pm

Blake Young ,
Investools Instructor

Track:Active Trader

Discover Hidden Market Activity with Volume Profile

Inspired by traders on the floor of the Chicago Board of Trade in the 1980s, Volume Profile is a method of identifying "acceptance" and "rejection" levels during market price discovery. Blake Young explains how to interpret the volume profile and open up a new view of market activity.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Get Unique Market Exposure through Futures and Futures Options

Wednesday, August 30   |  
7:00–8:40 am

Kevin Hincks ,
Trader Education Host, TD Ameritrade

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

Track:Active Trader

Get Unique Market Exposure through Futures and Futures Options

Many investors are attracted to the leverage and flexibility offered by futures. Join Kevin Hincks, Senior Specialist in Trader Education, TD Ameritrade and JB Mackenzie, Managing Director of Futures and Forex, TD Ameritrade as they explain how futures can provide unique exposure to the market.

Futures and futures options trading is speculative and is not suitable for all investors.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Using Weekly Options to Open Doors to More Trade Opportunities

Wednesday, August 30   |  
9:00–10:40 am

Michael Follett ,
Investools Instructor

Track:Active Trader

Using Weekly Options to Open Doors to More Trade Opportunities

Weekly options are quickly gaining popularity due to their shorter expirations and ability to offer sophisticated investors ways to trade fast-moving market events. Mike Follett explains how you can use weekly options to potentially generate income and manage short-term risk.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Long-Term Investor Track

If preparing for the future is one of your top priorities, the Long-Term Investor track is for you. You’ll gain insights and outlooks for the future, learn how to construct a diversified portfolio that aligns with your goals, and develop strategies for long‑term investments.

Pursuing Portfolio Income Growth from Dividends

Monday, August 28   |  
10:00–11:40 am

Brandon Van Zee ,
Investools Instructor

Track:Long-Term Investor

Pursuing Portfolio Income Growth from Dividends

Brandon Van Zee demonstrates ways to analyze income-producing stocks and ignore day-to-day market fluctuations to try to create a growing stream of dividend income over time.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Prepping Your Bond Portfolio for Rising Interest Rates

Monday, August 28   |  
1:30–3:10 pm

Perry Guarracino ,
Director, Fixed Income Trading, TD Ameritrade

Track:Long-Term Investor

Prepping Your Bond Portfolio for Rising Interest Rates

You don't want to forget about the bonds in a portfolio, especially in a rising interest rate environment. Perry will discuss the current fixed-income market view and ways to position your bond portfolio in the near future.

Best for:

Track:

Learn more

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

Tuesday, August 29   |  
10:00–11:40 am

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

Track:Long-Term Investor

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

Both passive and active investment management strategies have their benefits and risks. Learn which approach is appropriate for your investment objectives and the investment vehicles available to implement your plan.

Best for:

Track:

Learn more

Using Options in Long-Term Investing

Tuesday, August 29   |  
2:30–4:10 pm

Scott Connor ,
Director, Trader Education, TD Ameritrade

Track:Long-Term Investor

Using Options in Long-Term Investing

Options aren't just for traders. Sophisticated investors can also use options strategies designed to enhance, complement, or protect a long-term investment portfolio. Join Scott Connor as he explains strategies for using options with a longer point of view.

Options trading involves unique risks and is not suitable for all investors.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Using Fundamental Analysis to Invest in Value Stocks

Wednesday, August 30   |  
7:00–8:40 am

Cameron May ,
Investools Instructor

Track:Long-Term Investor

Using Fundamental Analysis to Invest in Value Stocks

With value investing, the difference between a good company and a good investment is valuation. Cameron May teaches how to estimate a stock's intrinsic value and demonstrates a rules-based value investing strategy.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

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

Wednesday, August 30   |  
9:00–10:40 am

Brett Crowther ,
Investools Instructor

Track:Long-Term Investor

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

Investors need a diversified core portfolio as a starting point for reaching their financial objectives. Brett Crowther shows one way to create a core portfolio using ETFs.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Trend Investor Track

Ready to get trendy? Check out the Trend Investor track, where you'll learn to better recognize actionable market signals, identify how you could incorporate options into your existing stock strategies, and improve your discipline by following a plan.

Power Cycle: The Rhythm of Sector Rotation

Monday, August 28   |  
10:00–11:40 am

John McNichol ,
Investools Instructor

Track:Trend Investor

Power Cycle: The Rhythm of Sector Rotation

The market moves in a rhythm with sectors rotating in and out of favor. John McNichol explores how to measure the rhythm, follow it, and potentially forecast the next step.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Investing Using Social Media

Monday, August 28   |  
1:30–3:10 pm

Andy Swan ,
Founder, LikeFolio

Track:Trend Investor

Investing Using Social Media

Social media can shed light on investor sentiment before it makes its way onto a balance sheet. Join Andy Swan, Likefolio Co-Founder as he unlocks this alternative source of investor insight.

Best for:

Track:

Learn more

Getting Creative with Advanced Technical Indicators

Tuesday, August 29   |  
10:00–11:40 am

Blake Young ,
Investools Instructor

Track:Trend Investor

Getting Creative with Advanced Technical Indicators

At its core, technical analysis is about recognizing patterns in price and volume. Blake Young uncovers some hidden patterns by interpreting advanced indicators.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

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

Tuesday, August 29   |  
2:30–4:10 pm

Jill Steele ,
Investools Instructor

Track:Trend Investor

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

The most important skills investors and traders can master are cutting losses short and letting profits run. Of course, this is easier said than done. Having a plan can help calm the emotions when profits or losses start to pile up. Jill Steele shows multiple strategies to help trend traders manage risk throughout the trade process.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Shedding Light on Buying or Selling Behavior with Candlestick Patterns

Wednesday, August 30   |  
7:00–8:40 am

James Boyd ,
Investools Instructor

Track:Trend Investor

Shedding Light on Buying or Selling Behavior with Candlestick Patterns

Identifying patterns of buying or selling behavior at certain levels can indicate which direction price might go. James Boyd shares a classic method of detecting and interpreting that price behavior.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Charting a Path with the Market Forecast

Wednesday, August 30   |  
9:00–10:40 am

David Settle ,
CMT, Content Development Manager, Investools

Track:Trend Investor

Charting a Path with the Market Forecast

Big price moves often come when different market participants are aligned in the same direction. David Settle analyzes different time frames at once using the Market Forecast indicator.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Active Trader Track

Market movers and shakers will love the Active Trader track, which is chock-full of lessons about tackling the market. You'll learn ways to manage risk and increase flexibility, reduce your capital requirements, and sharpen your skills for entry and exit.

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

Monday, August 28   |  
10:00–11:40 am

James Boyd ,
Investools Instructor

Track:Active Trader

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

Synthetic stock strategies can provide leverage for your portfolio, minimizing the impact time and volatility can have on option prices while also being able to trade the stock in both directions. Join James Boyd as he teaches options strategies to potentially replicate the performance of a stock position while managing risk.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

The Role of Active Trading in a Portfolio

Monday, August 28   |  
1:30–3:10 pm

Scott Thompson ,
Investools Instructor

Track:Active Trader

The Role of Active Trading in a Portfolio

If buying and selling securities is a big part of your investment approach, options could complement your existing strategies. Join Scott Thompson to learn how options may help you generate income and manage risk as you buy and sell securities.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Building an Options Inventory

Tuesday, August 29   |  
10:00–11:40 am

Michael Follett ,
Investools Instructor

Tom White ,
Director and Chief Strategist, Tradewise Advisors

Track:Active Trader

Building an Options Inventory

Building an options inventory can be like taking all sides of the market at once–you can potentially profit no matter what direction the market is going. Join Mike Follett, Investools Instructor, and Tom White, Director Tradewise, to learn how to construct an options inventory and manage the distinctive risks.

TradeWise Advisors, Inc. is a registered investment advisor. For more information about the TradeWise advisory service, please see ADV 2 on www.tradewise.com.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Discover Hidden Market Activity with Volume Profile

Tuesday, August 29   |  
2:30–4:10 pm

Blake Young ,
Investools Instructor

Track:Active Trader

Discover Hidden Market Activity with Volume Profile

Inspired by traders on the floor of the Chicago Board of Trade in the 1980s, Volume Profile is a method of identifying "acceptance" and "rejection" levels during market price discovery. Blake Young explains how to interpret the volume profile and open up a new view of market activity.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Get Unique Market Exposure through Futures and Futures Options

Wednesday, August 30   |  
7:00–8:40 am

Kevin Hincks ,
Trader Education Host, TD Ameritrade

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

Track:Active Trader

Get Unique Market Exposure through Futures and Futures Options

Many investors are attracted to the leverage and flexibility offered by futures. Join Kevin Hincks, Senior Specialist in Trader Education, TD Ameritrade and JB Mackenzie, Managing Director of Futures and Forex, TD Ameritrade as they explain how futures can provide unique exposure to the market.

Futures and futures options trading is speculative and is not suitable for all investors.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

Using Weekly Options to Open Doors to More Trade Opportunities

Wednesday, August 30   |  
9:00–10:40 am

Michael Follett ,
Investools Instructor

Track:Active Trader

Using Weekly Options to Open Doors to More Trade Opportunities

Weekly options are quickly gaining popularity due to their shorter expirations and ability to offer sophisticated investors ways to trade fast-moving market events. Mike Follett explains how you can use weekly options to potentially generate income and manage short-term risk.

Best for:

Track:

Eligible for CE credits: Learn more

Breakout Session Presentations

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