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Schedule

November 1 & 2, 2019MGM Grand Las Vegas

Choose sessions that are right for you

To help you build an itinerary that matches your goals and interests, we’ve categorized breakout sessions by products, platforms, and time horizon. Filter the schedule by topic to see the full list.

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Thursday

October 31, 2019

5‑8 p.m.

Arriving to the hotel on Thursday? Beat the crowd and pick up your registration kit.

Friday

November 1, 2019

7‑10 a.m.

Pick up your registration kit. Arrive early to get your choice of exclusive giveaways and swag!

Visit the exhibitors and sponsors, then stop by the instructors booth to get hands‑on platform demonstrations.

Connect and exchange ideas with like‑minded investors.

10‑11:15 a.m.

Breakout sessions

Over the past 25 years, the S&P 500® has finished the year flat or higher 20 times. However, there were three instances when the index entered bear market territory. Will you know when the next bear market starts, and will you be prepared? Ben Watson explores the warning signs that markets may head lower. You’ll also learn strategies that may help you manage risk and better protect your portfolio from a bear market.

Topics: Options, ETFs, Futures, thinkorswim®

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 identify outperforming sectors and stocks.

Topics: Stocks, ETFs, tdameritrade.com, Longer Time Horizon

When it comes to value investing, you might feel like you’re hunting for unicorns: fundamentally strong stocks at an attractive price. In this session, you’ll learn the characteristics of value stocks that can help you find these diamonds in the rough. Plus, discover how to use a sophisticated new tool for estimating a value stock’s true intrinsic value.

Topics: Stocks, ETFs, thinkorswim®, tdameritrade.com

In this session, join Kevin as he works to dispel some of the myths of futures trading and understand how futures can be used to provide a pure market view. After this session, you'll walk away with new ideas for using capital and hedging a portfolio using futures.

Topics: Futures, thinkorswim®, Short Time Horizon

11:15 a.m.‑12 p.m.

Visit the exhibitors and sponsors, then stop by the instructors booth to get hands‑on platform demonstrations.

12‑1:30 p.m.

Lunch

Terry Savage is a nationally recognized expert on personal finance, the economy, and the markets. She is the author of four best‑selling books on personal finance. The Savage Truth on Money was named one of the top 10 money books of the year by Amazon.com, and the latest edition will be published in Fall 2019. She is also the author of The Savage Number: How Much Money Do You Really Need to Retire?

Terry’s expertise comes from experience. She started her career as a stockbroker and became a founding member and first woman trader on the Chicago Board Options Exchange. She was also a member of the Chicago Mercantile Exchange’s International Monetary Market, where she traded interest rate futures and currencies. Terry serves on the Board of Directors of CME Group, parent company of the Chicago Mercantile Exchange.

Terry will pull from her experience to share with you ways to make your money work for you.

1:30‑1:45 p.m.

Break

1:45‑3 p.m.

Breakout sessions

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

Topics: Options, thinkorswim®, Short Time Horizon

Exchange‑traded funds (ETFs) are investments that can provide diversification for individual investors. These products can help investors manage risk through diversification and flexibility. James Boyd will show you ways to build an ETF portfolio using tools available at TD Ameritrade. You’ll also learn how to combine ETFs in a broadly diversified portfolio to manage risk and match your allocation targets.

Topics: ETFs, tdameritrade.com, Intermediate Time Horizon, Longer Time Horizon

Love the idea of the covered call strategy but don’t want to tie up the capital required to buy the stock? Learn about the “poor‑man’s covered call” which involves using a Long‑term Equity AnticiPation Security, or “LEAPS” option instead of long stock, to create a spread position designed to replicate the covered call.

Topics: Options, thinkorswim®, Longer Time Horizon

Roughly 90% of women will be solely responsible for their finances in their lifetimes. This hands‑on, interactive session will enable you to prioritize your personal and financial goals, learn investing and trading strategies on how to achieve them, and walk away with a concrete action plan of next steps. We’ll explore alternative income‑producing strategies such as short‑term vertical spreads and learn how to apply detailed investing plan rules in the real world. You will recognize the criticality of taking action now and select the best way forward based on your unique needs, desires, and preferences.

Topics: Intermediate Time Horizon, Longer Time Horizon, Options

3‑3:15 p.m.

Break

3:45‑5 p.m.

Breakout sessions

It’s a small world. Events on one side of the globe impact markets on the other side. But what should an investor be watching for? And how can investors respond and take action within their own portfolios to take advantage of the interconnected world in which we live? Ben Watson will look at global markets and local strategies to help manage geopolitical risk and increase portfolio performance.

Topics: Stocks, Options, Futures, thinkorswim®

Rising interest rates are usually indicative of a (too) strong economy. These periods often feature low unemployment, a high degree of consumer confidence, rising wages, and increasing prices for many material goods and services. What tends to happen within the stock/bond markets and sectors as the Federal Reserve steps on the brakes to slow down an economy forecasted to be at risk of overheating? Deliberate portfolio management should include both knowledge of these past characteristics as well as thoughts surrounding the future related to these transitional periods.

Topics: ETFs, tdameritrade.com, Intermediate Time Horizon

Trend changes are not one‑time events; they are a process that occurs over time. Dissect each stage of a trend change so you can potentially recognize them when it matters: as they’re happening. You may improve your ability to protect your profits or take advantage of a new opportunity. Learn how to narrow your focus to simple technical analysis steps when following intermediate‑term trends. You’ll discover how to diagnose the trend, isolate important price levels, and interpret actionable price behavior.

Topics: thinkorswim®, tdameritrade.com, ETFs, Stocks

Join JJ and Pat as they combine the decision making in technical, fundamental, and probability analysis to help you understand how to get to decisions quickly and efficiently using the best of what TD Ameritrade platforms have to offer to make you more efficient in your trading.

Topics: Stocks, Options, thinkorswim®, Short Time Horizon

5‑5:30 p.m.

Grab a refreshment, mingle with peers, and experience a couple product demonstrations before the reception.

5:30‑8 p.m.

Drinks & appetizers

Mix, mingle, and relax with your fellow investors over appetizers and drinks in a casual and engaging atmosphere with a live band.

Saturday

November 2, 2019

6 a.m.

Registration Desk Open

6:15‑7:15 a.m.

Bonus sessions

There are a lot of moving pieces in the market that can make it hard to find the information you’re looking for. James Boyd explains how to narrow your focus to simple technical analysis steps when identifying and following intermediate‑term trends. You’ll discover ways to diagnose the trend, isolate important price levels, and interpret actionable price behavior.

Topics: Stocks, ETFs, thinkorswim®, Intermediate Time Horizon

Our online trading platform has the tools and resources you need to invest with confidence. Trade smarter by leveraging our innovative products and enhance your web experience with our intuitive features. From independent research to tools like Portfolio Planner and Retirement Center, you’ll learn about key features available on tdameritrade.com.

Topics: tdameritrade.com

The TD Ameritrade Mobile Trader app lets you trade with the power of thinkorswim® in the palm of your hand. Optimized for your phone, tablet, and Apple Watch, our top‑rated trading app lets you place trades easily and securely. Trade with confidence with access to the latest in innovation, education, and support from experienced traders.

Topics: Mobile

7:30‑8:30 a.m.

Breakfast

Grab your coffee and start the day off right. Connect with instructors and pose questions to TD Ameritrade associates.

8:30‑9:30 a.m.

James Clear is the author of The New York Times best‑selling Atomic Habits, the creator of the Habits Academy, a weightlifter, and a travel photographer in more than 30 countries.

James will share his perspective on how we can create better habits, make better decisions, and live better lives. Combining ideas from a wide range of disciplines, including biology, neuroscience, psychology, philosophy, and more, James believes that you do not rise to the level of your goals. You fall to the level of your systems.

9:30‑10 a.m.

Refresh your coffee, grab a snack, and check out some platform demonstrations.

10‑11:15 a.m.

Breakout sessions

There’s no need to trade a whole position all at once; in fact, professionals often use what’s called a scaling strategy. Learn how you can scale positions to manage risk and potentially improve your trading results.

Topics: Stocks, Options, ETFs, Intermediate Time Horizon

Synthetic stock strategies can provide flexibility and leverage to your portfolio. In this session, you’ll learn how you might use options to replicate the performance of a stock position while managing risk.

Topics: Options, thinkorswim®, Short Time Horizon

Building and maintaining a portfolio designed to withstand all market conditions starts with goals and a plan of action. Join Dara and Ben as they help you understand ways to turn your retirement goals into action with insights into long‑term and short‑term strategies.

Topics: tdameritrade.com, Longer Time Horizon, Stocks, ETFs

Are you looking for stocks that tend to move faster and further than the general market? Are you looking for additional ways to diversify your portfolio? Come learn how to incorporate small‑ and mid‑cap stocks into your investing strategy.

Topics: Stocks, thinkorswim®, tdameritrade.com

11:15 a.m.‑12 p.m.

Time to take a breather before lunch. Browse the exhibitors, mingle with fellow investors, and connect with instructors.

12‑1:30 p.m.

Lunch

Join us for a panel from CNBC’s “Options Action,” featuring options traders from some of the top firms on Wall Street. The panel will talk about options and simplify this fast‑growing and crucial corner of the market.

1:30‑1:45 p.m.

Break

1:45 p.m.‑3 p.m.

Get an in‑depth look at our most advanced trading platform and learn how to monitor your portfolio, place trades, and more.

Topics: thinkorswim®, Stocks, Options, Mobile

In this session, you’ll discover the historic multiplier effect of dividends on long-term stock investments and how to potentially increase your portfolio income over time with high‑quality dividend‑paying stocks. The session will also cover the associated risks of dividend stocks.

Topics: Stocks, ETFs, tdameritrade.com, thinkorswim®

Got vertical spreads down? Consider enhancing this strategy by adapting them into ratio spreads. Learn when, how, and why you might incorporate ratio spread strategies into your playbook to manage risk or enhance potential profits.

Topics: Stocks, Options, thinkorswim®, Short Time Horizon

Learn how consumer behavior on Main Street can be used to identify major opportunities on Wall Street—before analysts take notice. Andy will dive into 4 major consumer trends happening right now, along with the stocks he feels are positioned to win or lose as a result.

Topics: Stocks, Options, Short Time Horizon, Intermediate Time Horizon

3‑3:45 p.m.

It’s your last chance of the weekend to ask questions of TD Ameritrade associates, catch a platform demonstration, learn more from our sponsors, or pick the brain of an instructor.

3:45‑5 p.m.

For two decades, Annie was one of the top poker players in the world. In 2004, she bested a field of 234 players to win her first World Series of Poker (WSOP) bracelet. The same year, she triumphed in the $2 million winner‑take‑all, invitation‑only WSOP Tournament of Champions. In 2010, she won the prestigious NBC National Heads‑Up Poker Championship. Prior to becoming a professional poker player, Annie was awarded a National Science Foundation Fellowship to study Cognitive Psychology at the University of Pennsylvania.

Annie’s first book for general audiences, Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts, was released in 2018 and quickly became a national best‑seller. It teaches readers to get comfortable with uncertainty and make smarter decisions in any situation.

You can expect to hear Annie discuss a range of topics such as decision fitness, emotional control, productive decision groups, and embracing uncertainty.

 

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