INSIDE EDGE
ON MAKING MONEY

As a 40-year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus on the Energy Sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what’s going on in the sector, what is to come, and why.

Keystone specializes in uncovering, before the broader market, under followed small to mid-sized companies that are financially sound and producing solid growth in both revenues and earnings. Mr Irvine has annually presented conference attendees with the World Outlook Conference Small-Cap Portfolio which was up over 32% in 2013, 86% in 2012 and 60% in 2011.

Greg Weldon is in his 30th year observing and analyzing the global financial markets. His pedigree includes a trial-by-fire introduction to the industry as the point-man in the COMEX Gold and Silver pits. He left the floor to move into institutional brokerage, and on to hone his skills as a trader, purveyor of macro-markets and portfolio-risk manager.

Tyler is a master teacher. His essential techniques for successful trading will help both the rookie and the seasoned pro make more money. As Founder of Stockscores, Tyler helps investors make money in the markets by overcoming their common sense.

Mr. Ceresna is the Chief Derivative Market Strategist at learntotradeglobal.com and optionsource.net. He specializes in deciphering the big picture macro trends and utilizing technical analysis and is a lead instructor for the TMX Montreal Exchange. Patrick provides live daily analysis of the market opportunities and provides actionable trade alerts for BreakOut Trader Watch List, ETF Model Portfolios, Stock Rental Business Enhanced Yield Portfolios, Hedged Position Trades and Options for Income Alerts.

Martin Straith is the founder of Trend News Inc., publishing since 2002 with readers in over 45 countries. Their 3 services: Trend Letter, Trend Technical Trader, & Trend Disruptors are dedicated to providing high-quality, affordable research that is easy to action for the average investor. The goal of Trend News is to point out Trends, not Opinions, and to assist investors with understanding the global flow of capital, how currency, bond, equity, and commodity markets are all connected, providing investors an excellent path to success.

Mark Leibovit, CIMA, is Chief Market Strategist for VRTrader.Com. His technical expertise is in overall market timing and stock selection based upon his proprietary VOLUME REVERSAL ™ methodology and Annual Forecast Model. His trading strategy provides clearly defined risk-management guidelines based on his technical volume indicators. His Annual Forecast Model has gained increasing notoriety on Wall Street as a predictor of future market movement.

Paul Beattie has over 30 years as a professional in finance with extensive international experience. He earned an MBA from INSEAD, France and a Bachelor of Commerce (Honours), Queen’s University, Canada. Paul co-founded with Jacques Lacroix the investment firm BT Global Growth in 2006. From 2000 to 2006, he co-founded and worked as a managing Partner, of a boutique investment bank, Stable Capital Advisors. Paul also possesses extensive experience in private equity, including raising investment capital for alternative asset funds from within Canada and abroad.

Prior to joining Wellington-Altus Private Wealth, Dr. James Thorne was most recently chief capital market strategist and senior portfolio manager at a leading independent investment management firm. He also held various senior investment management positions in the U.S., including chief investment officer of equities, managing director and chief capital market strategist. During his tenure he developed small, mid and large-capitalization investment strategies, which employed a combination of quantitative and qualitative analysis and achieved top-quartile performance.

Victor Adair, author of The Trading Desk Notes, began trading penny mining stocks while attending the University of Victoria in 1969. He worked in the mining business in Canada and the Western United States for the next several years and also founded a precious metals trading company in 1974. Victor has been writing market analysis, speaking at conferences and doing media interviews since the late 1970’s. He actively trades his own accounts from The Trading Desk on Vancouver Island.