Financial Success Strategies:
A Symposium for Active Investors


To be a profitable investor and build long-term wealth, you need the right information and techniques.


The symposium will take place at the Harvard Club of New York City at 35 West 44th Street. The dress code is business casual: no jeans, sneakers or athletic wear permitted.


© Copyright TheStreet, Inc.

All talks will be held at the Granville headquarters at Madison 36th, New York City.

October 28, 2017 - New York City

Please join TheStreet for this special educational and exploratory event for sophisticated investors.

Topics include how to use and make the most of options trading, understanding fundamental and quant analysis, the best ETFs to buy and trading futures.

Participants will hear from and interact with the best in the business including Marc Chaikin, JJ Kinahan, Jon Najarian and other top contributors from TheStreet. The event’s host, Jim Cramer, will deliver a keynote speech and fireside chat during a networking luncheon.


James J. Cramer
Founder, TheStreet, Inc.
Host, “Mad Money with Jim Cramer”
Co-Anchor, “Squawk on The Street”, CNBC



Stephen Guilfoyle
Market Recon Columnist


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Marc Chaikin
Founder & CEO

Chaikin Analytics

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Paul Kamhout
Dir., Client Development & Sales

CME Group

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Jeff Kilburg

KKM Financial

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Jon Najarian


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JJ Kinahan
Chief Market Strategist

TD Ameritrade

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Skip Raschke
Options Columnist


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Victor Jones
Dir. of Trading and Operations

TD Ameritrade

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Scott Gamm


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Bob Lang
TheStreet Trifecta Stocks Model Portfolio

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Mark Sebastian
Options Columnist & Real Money

Pro Contributor, TheStreet

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Peter Tchir
Manager, TheStreet

Income Seeker Newsletter

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Tom White
Director and Chief Strategist

TradeWise Advisors, Inc.

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David Callaway
CEO & President

TheStreet, Inc.

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Carley Garner
Futures Columnist & Real Money Pro Contributor, 

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Breakfast and Registration

8:30 AM

Opening Remarks

8:55 AM

Opening Keynote with Jim Cramer

9:00 AM

Futures: Managing Your Trading Potential

Does trading futures fit into your long-term portfolio plan? Join us for an in-depth analysis on futures – from trading popular gold, oil and S&P 500 futures to developing a plan that supports your success.

9:25 AM

Networking Break

10:20 AM

Fundamental & Quant Analysis: Map Out the Risks and Rewards

Renowned stock analyst Marc Chaikin is the founder and CEO of Chaikin Analytics. Marc will explain how his technical indicators have become industry standards and he will demonstrate his groundbreaking stock research and analysis applications.

10:35 AM

Luncheon / Fireside Chat with Jim Cramer and JJ Kinahan

11:30 AM

Options Trading: How to Enhance Returns and Manage Risk Through Options

With low interest rates and a 2017 stock-market rally, you'll learn a variety of risk-defined option strategies to enhance your portfolio, hedge risk and react to quick market changes that can come from events such as earnings reports or Federal Reserve announcements.

12:45 PM

ETFs: What to Buy in a Growing Economy

This has been a revolutionary time for the ETF industry. But what investors and advisors need to know is where ETFs are going next. Let us help you get ahead of the curve as our panelists discuss what’s next for smart beta, fixed-income, roboadvisors and more.

1:40 PM

Closing Remarks, Networking & Photos

2:35 PM