ETFs & Funds

Are alternative investments a way to hedge inflation and access markets that only wealthy people are exposed to, or are they a money pit that might limit access to your wealth or lose your hard-earned dough altogether? Navigating the hot and potentially hostile landscape of deepfake Warren Buffett videos, private equity and credit (funds and direct investment), crypto and precious metals require sober and informed due diligence. In addition to income, we must be concerned with capital preservation (no paper or real-world losses).  Will Rogers famously said, “I’m more concerned with the return of my money than the return on my money.” We can earn an income of 4% safely, with plenty of liquidity while preserving our principal investment, once we learn and implement a few of the tricks that Natalie Pace will share in her session.

ETFs have become the investment vehicle of choice for most investors and advisors, replacing mutual funds. Since their inception in 1993, the number of ETFs has mushroomed to over 5000. This presentation will cover the ETF landscape, break down the broad range of options available, and explain how to build a diversified ETF portfolio. Join the 10-year ETF Columnist of Stocks & Commodities magazine for the latest updates, offerings, and trends in this dynamic universe of investment opportunities.

The AI revolution has greatly impacted the performance of the “Magnificent 7” and other technology stocks. However, the use of semiconductor and NASDAQ leveraged ETFs (such as TQQQ and SOXL) can provide a smarter approach than trying to pick the next group of tech leaders. Although their performance was terrific from October 2022 through year-end 2025, the Mag 7 experienced a difficult time in 2026.

This session focuses on using triple-leveraged ETFs like TQQQ as a trading and investing vehicle while controlling the risk and volatility, and why these ETFs provide a more beneficial outcome than trying to select the next market winners. Investors and traders will receive a few highly profitable technical set-ups for successfully trading these highly volatile and high-stakes investment vehicles, drawing from 15 years of trading TQQQ and Nasdaq-100 Futures.

Successful investing isn’t about a single indicator—it’s about combining many small edges. This webinar explores how the Hull Tactical US ETF (HTUS) uses 30+ market predictors, or “micro-alphas,” to dynamically adjust equity exposure. Euan Sinclair will show how these signals work together to identify opportunities and manage risk as markets evolve. The result is a systematic strategy designed to adapt, not guess, in an ever-changing environment.

Many traders assume gold ETFs like GLD follow stock tax rules, but that’s not always the case. This session explains how GLD (SPDR Gold Trust) is treated under wash-sale rules, Section 475, and options tax treatment. Learn why GLD is typically property for investors, how §475 can change the analysis for traders, and when broker reporting may not reflect the correct tax treatment.

Alternative investments can be powerful tools for higher returns and diversification - but what you own and when matters. In this session, Austin Root will discuss how we evaluate alternatives and how the current market environment shapes where we see opportunity today.

Alternative investments can be powerful tools for higher returns and diversification - but what you own and when matters. In this session, Austin Root will discuss how we evaluate alternatives and how the current market environment shapes where we see opportunity today.

A brief dive into alternative investments, what they entail, the regulations behind them, and how your audience can truly benefit from alternative investments in an unstable market and unstable policies. This will lead into how leveraging self-directed IRAs can defer taxes on alternatives and what the best type of account could be for each unique situation. 

Experity Ventures has been recognized for 3 successive years on the Inc 5000 list of America’s Fastest Growing Private Companies. Led by their executive team with over 60 years of industry experience, the company has grown its assets from 10 million to over 640 million dollars in the past 6 years. Learn how your portfolio can potentially benefit from the litigation finance asset class and its non-correlation to traditional financial markets.

A brief dive into alternative investments, what they entail, the regulations behind them, and how your audience can truly benefit from alternative investments in an unstable market and unstable policies. This will lead into how leveraging self-directed IRAs can defer taxes on alternatives and what the best type of account could be for each unique situation. We can alter the presentation to focus more or less on the IRA side of things if need be.