Fall Conference 2025

November 10th-14th, Phoenix Arizona

You can download the conference PDF and info here.

This spring we were set to do a conference/event in Puerto Rico (where I spend half of the year) but we decided to push it back - it would have been nice because the island is amazing and we had some great stuff planned for everyone but it is what it is.

The plan as of now is to do it the second week of November in Phoenix, Arizona.

This should be a little easier for everyone travel-wise and a good time of the year for those who golf (we’ll be playing a round out here).

This is a 4-day event where we’ll use the market opens to go over:

• Position management

• Active trading strategies

• Intraday concepts

We’ll then use the rest of the day to cover lectures from the FOPT (Foundations of Professional Trading - see more here) while keeping the core focus on:

• Idea generation for L/S equity ideas

• Portfolio management: active trading framework

• Portfolio management: core/long-term framework

• The full top down idea generation approach from start-to-finish

• Price action and price chart concepts for market timing

If you are a current member please use the contact form on the PDF or just send me an email/DM to register interest (some of you have already) - and let me know if you plan to play golf on that Friday.

Once we have at least 7 confirmed registrants we’ll decide on the golf course for that Friday - as of now we have:

• The Biltmore Links Course

• Papago Golf Course

For those interested you can learn more in the PDF above and then use the contact form link here to register.

Looking forward to this event - it will be the first one I’ve done in I believe about 7 years and we plan to make an annual thing going forward.

Dan