Full List of Speakers
Founder, Dent Research
Harry S. Dent Jr. studied economics in college in the ’70s, but found it vague and inconclusive. He became so disillusioned by the state of his chosen profession that he turned his back on it. Instead, he threw himself into the burgeoning new science of finance where identifying and studying demographic, technological, consumer and many, many other trends empowered him to forecast economic changes. Since then, he’s spoken to executives, financial advisors and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC and CNN/Fox News. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business’s “America’s Nightly Scorecard.” Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated boom of the 1990s. That same year he authored two consecutive best sellers: The Roaring 2000s and The Roaring 2000s Investor (Simon and Schuster).
Today, he uses the research he developed from years of hands-on business experience to offer readers a positive, easy-to-understand view of the economic future by heading up Dent Research.
Harry received his MBA from Harvard Business School, where he was a Baker Scholar and was elected to the Century Club for leadership excellence.
Senior Editor, Dent Research
Rodney Johnson works closely with Harry Dent to study how people spend their money as they go through predictable stages of life, how that spending drives our economy and how you can use this information to invest successfully in any market. Rodney began his career in financial services on Wall Street in the 1980s with Thomson McKinnon and then Prudential Securities. He started working on projects with Harry in the mid-1990s. He’s a regular guest on several radio programs such as America’s Wealth Management and Savvy Investor Radio, and has been featured on CNBC, Fox News and Fox Business’s “America’s Nightly Scorecard, where he discusses economic trends ranging from the price of oil to the direction of the U.S. economy.
He holds degrees from Georgetown University and Southern Methodist University.
He is also the editor of our popular service, Triple Play Strategy.
Editor of Forensic Investor
Author of What’s Behind The Numbers: A Guide To Exposing Financial Chicanery And Avoiding Huge Losses In Your Portfolio, John is a forensic accountant at heart. Standing on the shoulders of the great David Tice, James O’Shaughnessy and Dr. Howard Schilit, he built a framework of algorithms and a multi-factor grading system that has made him one of the more successful short-sellers around. John graduated Summa Cum Laude from Bryant College with a B.S. in Finance and was awarded Beta Gamma Sigma honors. He earned the right to use the Chartered Financial Analyst designation in September 2001.
John is also editor of our trading service Forensic Investor.
Lance Gaitan graduated from Franklin University in Columbus, OH with a degree in Finance. After graduating, Lance worked as an auditor for an insurance administrator and later attained his securities license and then went to work as a broker for a small firm.
In the mid-1990s Lance managed the futures trading desk for Piper Jaffray, a large regional brokerage firm based in Minneapolis.
After migrating to Florida in early 2000, Lance founded a futures trading firm, GSV Futures, specializing in retail commodity trading strategies. Lance sold that business in 2006 and joined Harry Dent, Jr. and Rodney Johnson at Dent Research shortly thereafter.
Lance is also the editor of our newest research advisory, Treasury Profits Accelerator.
Chief Investment Strategist, Dent Research
As Chief Investment Analyst for Dent Research, Adam O’Dell has one purpose in mind: to find and bring to subscribers investment opportunities that return the maximum profit with minimum risk. He achieves this with his perfect blend of technical and fundamental analysis. Tactically, he does extensive back-testing and probability-based research. It’s the ultimate partner to the exhaustive research that Harry and Rodney do in the exciting realm of the new science of investing.
Adam has worked as a Prop Trader for a spot Forex firm. While there, he learned the fundamentals of trading in the world’s largest market. He excelled at trading the volatile currency markets by seeking out low-risk entry points for trades with high profit potential. Aiming to find the best opportunities across all asset classes, Adam expanded into the commodities, equities and futures markets.
An MBA graduate and Affiliate Member of the Market Technicians Association, Adam is a lifelong student of the markets. He is the editor of our hugely successful trading services, Cycle 9 Alert and Max Profit Alert.
Charles Lewis Sizemore, CFA specializes in finding value opportunities outside of the mainstream stock market. He is a frequent guest on CNBC, Bloomberg TV, Fox Business News and Straight Talk Money Radio, and has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post. He is a frequent contributor to Forbes, GuruFocus, MarketWatch and InvestorPlace.com.
Charles holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
In addition, Charles is the editor of our popular Peak Income newsletter.
Kevin Ashton is a visionary technologist and an expert in digital transformation. He coined the term “the Internet of Things.” The European Commission, the Chinese government, and the US National Intelligence Council all describe the Internet of Things as one of the major technologies of the 21st Century. In in 2013, the term was added to the Oxford Dictionaries.
He is the author of the How To Fly A Horse: The Secret History of Creation, Invention, and Discovery, which was described by the Toronto Post as “the last book about creativity you’ll ever need to read,” and named 2015 Business Book of the Year by 800-CEO-READ. His writing about innovation and technology has appeared in the New York Times, The Atlantic, Politico, and Quartz.
He co-founded the Auto-ID Center at MIT and took it from a converted broom closet to a global organization with six labs around the world, 103 corporate sponsors, and over a hundred researchers.
And he has led three highly successful tech start-ups, most recently Zensi, which he co-founded and sold to Belkin in 2010.
As a result, Kevin has a unique, real-world perspective on what it takes to build organizations that are innovative and how to be an innovator in organizations that aren’t.
He has been called “the father of the Internet of Things” by Newsweek; “a modern-day Johnny Appleseed” by Wired and “a man who will change the world” by RFID Journal. He makes the complicated clear and simple using compelling, engaging true stories and case studies; always makes his audience laugh; and is always willing tailor his lively, practical lectures to the specific needs of his audience.
Founder, Disruptive Tech Research
Founder, Disruptive Tech Research, a technology research and advisory firm focused on pinpointing the most promising disruptive technology investments. Early.
For the last decade, Louis has been providing independent economic and equity research for individual and institutional clients.
A former Morgan Stanley investment consultant, Louis helped direct over $1 billion in institutional capital before leaving and co-founding Wall Street Daily, which quickly became one of the web’s largest financial publishers. During his tenure as Chief Investment Strategist of Wall Street Daily, circulation topped 700,000 daily readers.
Louis’ expertise has earned him regular appearances on CNBC’s Closing Bell, as well as other media mentions, including in The Wall Street Journal, The New York Times, Morningstar, MarketWatch, TheStreet.com and MSN Money.
A contrarian investor at heart, Louis loves to shoot holes in Wall Street’s conventional “wisdom” – and has won high praise for his speeches at numerous investment conferences. Louis holds an MBA from the Crummer Graduate School of Business at Rollins College.
George Friedman is a world renowned geopolitical forecaster, strategist on international affairs, and New York Times best-selling author. He is the founder and chairman of Geopolitical Futures, a company that analyzes and predicts the international system. Until he resigned in May, 2015, he was CEO and later chairman of Stratfor, the company he founded in 1996.
His most popular book, The Next 100 Years: A Forecast for the 21st Century (2009), is continually validated by its accurate and timely geopolitical predictions. Other works include Flashpoints: The Emerging Crisis in Europe, The Next Decade, America’s Secret War, The Future of War and The Intelligence Edge. His books have been translated into more than 20 languages.
Friedman’s background in philosophy, intelligence, military modeling, geopolitics, national security and international affairs gives him deep insights that he shares with audiences both through his writing and at speaking events. He is invited to give the keynote at many foreign policy and national security conferences, as well as at corporate and industry-specific events. He was recently introduced at Cambridge University’s Forum on Geopolitics as the “creator of the field of geopolitical forecasting.”
Friedman has briefed numerous military and government organizations and appears regularly as an expert in major media. He received his bachelor’s degree from the City College of the City University of New York and holds a Ph.D. in government from Cornell University. He lives in Austin, Texas.
Neil Howe is a renowned author and speaker on economic, demographic, and social change in America and currently the Managing Director of Demography at Hedgeye Risk Management. He is the nation’s leading authority on social generations—who they are, what motivates them, and how they will shape America’s future. Howe coined the term “Millennial Generation” and has written over a dozen books on generations and generational research, a field of research he single-handedly invented.
Howe is also a recognized authority on global aging, long-term fiscal policy, and migration. He served as Senior Policy Advisor to Blackstone Group and has testified on entitlement reform many times before Congress.
Howe is currently a senior associate at the Center for Strategic and International Studies, where he helps lead the Global Aging Initiative and serves on the board of the Global Aging Institute.
As the Executive Vice President of Hoisington Management Company, Lacy manages over $5 billion dollars’ worth of pension funds, endowments, insurance companies, and others. He holds a hard line against the excessive debt that grips the global economy. And he shares our view that government has furthered our current predicament. Instead of using sound fiscal solutions to “right the ship,” we’re fanning the flames by taking on more debt and aggravating the problem.
At the summit, Lacy will reveal his top 5 impediments to all the growth promised by Trump policies as well as his latest research.
Howard’s the visionary whose angel investments were key to the launch of Ticketfly, Buddymedia, Golfnow, Lifelock, Stocktwits and many more. He’s also shepherded lucrative deals with Twitter, Ebay, Pandora, Comcast, and CBS Interactive to name just a few. He’s one of the most sought-after entrepreneurs, experts and angel investors in the world today.
But what if I told you that Howard Lindzon’s incredible success has hinged on just a single, simple, overlooked profit indicator that historical analysis shows since 1995 would have predicted 1,324 triple-digit winning stocks?
Or that it would have handed you windfalls from Apple, Google, Amazon and hundreds of other millionaire-minting companies?
At this year’s Irrational Economic Summit he’ll show you how it’s entirely possible to capture as much as one-third of all stock market gains just by using this indicator to not only invest in the industry leaders of today… but also how he uses it to identify the private market startups that will either challenge those leaders… or get snapped up by them before they even get the chance.
This little-know profit tool is called the Peloton Effect.
Everyday people are already using this incredibly simple indicator to capture gains from 105% all the way up to 575%.
And not only will Howard reveal how the Peloton Effect works, he’ll also give you details on how to use it for yourself… Inside his new newsletter, Peloton, Howard will virtually give you total access to his expertise in discovering the next tech superstars… and the safe, unique way to play them… through actionable recommendations each month.
JC Parets is the founder of Allstarcharts.com, a research platform for market investors around the world that uses a top-down technical analysis approach.
Before starting Allstarcharts in 2010, Parets worked on the sell side as a broker, analyst and investment banker. He started his career as an intern at Merrill Lynch and while attending Fairfield University, where he graduated in 2004 from the Charles Dolan School of Business. In 2008, he earned his Chartered Market Technician (CMT) designation and in 2012-2013 served as a co-chair of the New York City chapter of the CMT Association.
His research has been featured by the Wall Street Journal, Bloomberg, CNBC, Fox Business, Traders Magazine, CNN, Barron’s, ABC, Yahoo Finance and Business News Network. Business Insider chose his twitter handle @allstarcharts as one of the “Top Finance People To Follow On Twitter”.
After 16 years as an Executive Publisher, Barry Potekin, VP of the Rutsen Meier Belmont (RMB) Group Managed Accounts Relations, has been involved in a wide range of commodity research and trading activities since 1985, with an emphasis on client support. Due to his many accomplishments, Barry has appeared on The Today Show, David Letterman, and CNN News. He was on the cover of Success Magazine and Entrepreneur Magazine. The subject of a Wall Street Journal article, he has been written about in Money Magazine, The New York Times, USA Today and Fortune. A very popular speaker and teacher, he makes the fine points of alternative asset investing quick and simple to understand.
Founded in 1984, the RMB Group brings a high level of personal service and professional expertise to assist clients in making prudent alternative asset diversifications.
CEO of TradeSmith, LLC
Dr. Richard Smith is the CEO of TradeSmith, LLC and the founder of TradeSmith’s flagship service TradeStops.com. For over a decade now Dr. Smith has been a champion of individual investors. His TradeStops.com service currently serves nearly 25,000 individual investors that track over 20 billion dollars on his platform.
Dr. Smith studied mathematics at U.C. Berkeley and went on to get his PhD in the field of systems science where he pioneered new mathematical and computational approaches to decision making in complex and data rich environments.
Inspired by the opportunity to tackle real world problems and help real people, Dr. Smith set out to apply his work to one of the most complex and data rich environments in the world – the stock market.
From his own early experience as an investor Dr. Smith quickly learned that successful investing required more than just great investment ideas. Successful investing requires great risk management.
For the past 15 years, Dr. Smith has been developing tools and strategies that make professional level risk management accessible to the individual investor.
Beginning with a simple program to track fixed-percentage trailing stops, Dr. Smith’s company now provides individual investors with sophisticated, yet easy-to-use tools to make better decisions, risk less and make more money with stocks and crypto assets.
Dr. Smith is an in-demand speaker who can cut through the noise to help individual investors better quantify risk and use market volatility to their advantage.
David Stockman was elected as a Michigan Congressman in 1976 and joined the Reagan White House in 1981. Serving as budget director, he was one of the key architects of the Reagan Revolution plan to reduce taxes, cut spending and shrink the role of government.
He joined Salomon Brothers in 1985 and later became one of the early partners of The Blackstone Group. During nearly two decades at Blackstone and at a firm he founded, Heartland Industrial Partners, Stockman was a private equity investor.
He is the author of three best-selling books, “The Triumph of Politics: Why the Reagan Revolution Failed” (1986). “The Great Deformation: The Corruption of Capitalism in America” (2013) and “Trumped! A Nation on the Brink of Ruin…And How to Bring it Back” (2016). He is currently the publisher of a daily blog, Contra Corner – “the place where mainstream delusions and cant about the Warfare State, the Bailout State, Bubble Finance and Beltway Banditry are ripped, refuted and rebuked.”
Born in Fort Hood, Texas, Stockman graduated from Michigan State University and attended Harvard Divinity School and then went to Washington as a Congressional aide in 1970.
Technologist, entrepreneur, and founder of LikeFolio
LikeFolio provides investors and companies with actionable research based on data derived from consumer actions on social media. LikeFolio scans Twitter for mentions of 30,000 brands and consumer products owned by over 2000 publicly traded companies. It scores those mentions on consumer sentiment and purchase intent. Through this unique process of gathering consumer data, LikeFolio’s proprietary approach lends itself to providing accurate predictions of revenue reports, and ultimately the direction of a stock. LikeFolio has been named to Fast Company’s most innovative in finance and its unique research is consistently featured on CNBC, Yahoo Finance and Barron’s.
Co-founder and Chairman of BitAngels
Michael Terpin is founder and CEO of Transform Group, whose divisions include Transform PR, a global public relations firm that has served more than 200 clients in the blockchain field and helped launch 75 ICO’s, including Aion, Augur, Bancor, Dent, Ethereum, Factom, Golem, Gnosis, Lisk, MaidSafe, Neo, Qtum, SALT Lending, and WAX Token; CoinAgenda, an event series for cryptocurrency investors, and Transform Strategies, the company’s advisory division. Transform Group International, LLC, is headquartered in San Juan, Puerto Rico, with offices in Santa Monica, Las Vegas, Silicon Valley, New York, Toronto, Paris, and Cape Town.
Terpin also co-founded BitAngels (www.bitangels.co), the world’s first angel network for digital currency startups, in May, 2013, and he is co-founder of Aspire, a new asset creation blockchain platform scheduled to do its token generation event in 2018. Previously, Terpin founded Marketwired, one of the world’s largest company newswires, which was acquired in 2006 and later sold to NASDAQ for $200 million. He also co-founded Direct IPO, one of the earliest equity crowdfunding companies, and founded and sold his first PR firm, The Terpin Group, which represented many of the early Internet leaders, including America Online, Earthlink, Match.com and the Motley Fool, as well as serving as AOR for divisions of Alpine, Fujitsu, JBL, Kawai, Konami, Playboy and TEAC.
Terpin holds an MFA from SUNY at Buffalo and dual BA in journalism and English from Syracuse University, where he serves on the board of advisors at the top-ranked Newhouse School of Public Communications. Terpin is also an investor and advisor to many blockchain, media and technology companies, including Blockchain Terminal, Polymath, Purse.io, ShapeShift, VideoCoin and WAX. He is a general partner and heads up the ICO investment committee in Alphabit Fund (www.alphabit.fund), a Cayman Island registered digital currency fund with an authorized $300 million assets under management.