Events/Vermont/Vermont Schedule
THE OXFORD CLUB’S
PRIVATE WEALTH SEMINAR JULY 18 – 19, 2016 I STOWE MOUNTAIN LODGE I STOWE, VERMONT
SEMINAR DAY 1 MONDAY, JULY 18, 2016 Junior Ballroom Master of Ceremonies – George Rayburn
TIME
EVENT
8:00 a.m. – 8:45 a.m.
Registration in the Junior Ballroom Foyer, Breakfast on the Outside Terrace
8:45 a.m. – 9:00 a.m.
Julia Guth, CEO & Executive Director, The Oxford Club George Rayburn, Master of Ceremonies Welcome
9:00 a.m. – 9:50 a.m.
Marc Lichtenfeld, Chief Income Strategist, The Oxford Club Making Money in Healthcare No Matter Who Wins in November
9:50 a.m. – 10:05 a.m.
Break
10:05 a.m. – 10:55 a.m.
Steve McDonald, Bond Strategist, The Oxford Club Untapped Income Sources
10:55 a.m. – 11:45 a.m.
Donald Hosmer, President, Royale Energy Inc. Add Low-Cost Energy Reserves to Your Portfolio While Reducing Your Federal and State Taxes
11:45 a.m. – 1:30 p.m.
Lunch in the Solstice Restaurant (Sponsored by Royale Energy Inc.)
1:30 p.m. – 2:20 p.m.
Adriane Berg, Director of Lifelong Income and Lifestyle Planning, Ronald Gelok & Associates F.E.A.R. Factor: False Evidence Affecting Retirement
2:20 p.m. – 3:00 p.m.
Nathan Hurd, Director of VIP Trading Services, The Oxford Club Maximizing Your Investment Future
3:00 p.m. – 3:15 p.m.
Break
3:15 p.m. – 3:45 p.m.
Nicholas Vardy, Editor, The Global Guru, Eagle Financial Publications Six Private Wealth Management “Hacks” to Grow and Protect Your Wealth
3:45 p.m. – 4:35 p.m.
Chris Gaffney, Senior Vice President of EverBank World Markets Navigating Risk in an Uncertain World
4:35 p.m. – 5:25 p.m.
Alexander Green, Chief Investment Strategist, The Oxford Club Introducing Our New “10-Baggers of Tomorrow”
6:00 p.m. – 8:00 p.m.
Reception at The Cliff House (via the Stowe Mountain Lodge Gondola) (Sponsored by EverBank World Markets)
SEMINAR DAY 2 TUESDAY, JULY 19, 2016 Junior Ballroom Master of Ceremonies – George Rayburn
TIME EVENT 8:00 a.m. – 9:00 a.m.
Breakfast on the Outside Terrace
9:00 a.m. – 9:50 a.m.
Karim Rahemtulla, Co-Founder, Beyond the Dollar Protect Yourself Against the Dollar’s Decline with a $2 Investment
9:50 a.m. – 10:40 a.m.
Matthew Carr, Emerging Trends Strategist, The Oxford Club Investing in the New America
10:40 a.m. – 11:00 a.m.
Break
11:00 a.m. – 11:50 a.m.
Adam Sharp, Founder, Early Investing How to Diversify Your Portfolio with Private Market Investments
11:50 a.m. – 12:35 p.m.
Frank Holmes, CEO and CIO, U.S. Global Investors Inc. The Global Investor: Bad News Is Good News for Investors
12:35 p.m. – 2:00 p.m.
Lunch in the Solstice Restaurant (Sponsored by U.S. Global Investors Inc.)
2:00 p.m. – 2:50 p.m.
David Fessler, Energy and Infrastructure Strategist, The Oxford Club The Coming Energy Disruption: How the “Energy Disruption Triangle” Will Transform the Way We Generate and Use Electricity
2:50 p.m. – 3:05 p.m.
Break
3:05 p.m. – 4:00 p.m.
Marc Lichtenfeld, Chief Income Strategist, The Oxford Club How to Earn High, Tax-Advantaged Yields
4:00 p.m. – 5:00 p.m.
Panel Discussion/Q&A – Moderated by Julia Guth Speakers include Alexander Green, Matthew Carr, Steve McDonald, Marc Lichtenfeld, David Fessler, Adam Sharp and Karim Rahemtulla
5:00 p.m.
End of Seminar
PRIVATE WEALTH SEMINAR JULY 18 – 19, 2016 I STOWE MOUNTAIN LODGE I STOWE, VERMONT
SEMINAR DAY 1 MONDAY, JULY 18, 2016 Junior Ballroom Master of Ceremonies – George Rayburn
TIME
EVENT
8:00 a.m. – 8:45 a.m.
Registration in the Junior Ballroom Foyer, Breakfast on the Outside Terrace
8:45 a.m. – 9:00 a.m.
Julia Guth, CEO & Executive Director, The Oxford Club George Rayburn, Master of Ceremonies Welcome
9:00 a.m. – 9:50 a.m.
Marc Lichtenfeld, Chief Income Strategist, The Oxford Club Making Money in Healthcare No Matter Who Wins in November
9:50 a.m. – 10:05 a.m.
Break
10:05 a.m. – 10:55 a.m.
Steve McDonald, Bond Strategist, The Oxford Club Untapped Income Sources
10:55 a.m. – 11:45 a.m.
Donald Hosmer, President, Royale Energy Inc. Add Low-Cost Energy Reserves to Your Portfolio While Reducing Your Federal and State Taxes
11:45 a.m. – 1:30 p.m.
Lunch in the Solstice Restaurant (Sponsored by Royale Energy Inc.)
1:30 p.m. – 2:20 p.m.
Adriane Berg, Director of Lifelong Income and Lifestyle Planning, Ronald Gelok & Associates F.E.A.R. Factor: False Evidence Affecting Retirement
2:20 p.m. – 3:00 p.m.
Nathan Hurd, Director of VIP Trading Services, The Oxford Club Maximizing Your Investment Future
3:00 p.m. – 3:15 p.m.
Break
3:15 p.m. – 3:45 p.m.
Nicholas Vardy, Editor, The Global Guru, Eagle Financial Publications Six Private Wealth Management “Hacks” to Grow and Protect Your Wealth
3:45 p.m. – 4:35 p.m.
Chris Gaffney, Senior Vice President of EverBank World Markets Navigating Risk in an Uncertain World
4:35 p.m. – 5:25 p.m.
Alexander Green, Chief Investment Strategist, The Oxford Club Introducing Our New “10-Baggers of Tomorrow”
6:00 p.m. – 8:00 p.m.
Reception at The Cliff House (via the Stowe Mountain Lodge Gondola) (Sponsored by EverBank World Markets)
SEMINAR DAY 2 TUESDAY, JULY 19, 2016 Junior Ballroom Master of Ceremonies – George Rayburn
TIME EVENT 8:00 a.m. – 9:00 a.m.
Breakfast on the Outside Terrace
9:00 a.m. – 9:50 a.m.
Karim Rahemtulla, Co-Founder, Beyond the Dollar Protect Yourself Against the Dollar’s Decline with a $2 Investment
9:50 a.m. – 10:40 a.m.
Matthew Carr, Emerging Trends Strategist, The Oxford Club Investing in the New America
10:40 a.m. – 11:00 a.m.
Break
11:00 a.m. – 11:50 a.m.
Adam Sharp, Founder, Early Investing How to Diversify Your Portfolio with Private Market Investments
11:50 a.m. – 12:35 p.m.
Frank Holmes, CEO and CIO, U.S. Global Investors Inc. The Global Investor: Bad News Is Good News for Investors
12:35 p.m. – 2:00 p.m.
Lunch in the Solstice Restaurant (Sponsored by U.S. Global Investors Inc.)
2:00 p.m. – 2:50 p.m.
David Fessler, Energy and Infrastructure Strategist, The Oxford Club The Coming Energy Disruption: How the “Energy Disruption Triangle” Will Transform the Way We Generate and Use Electricity
2:50 p.m. – 3:05 p.m.
Break
3:05 p.m. – 4:00 p.m.
Marc Lichtenfeld, Chief Income Strategist, The Oxford Club How to Earn High, Tax-Advantaged Yields
4:00 p.m. – 5:00 p.m.
Panel Discussion/Q&A – Moderated by Julia Guth Speakers include Alexander Green, Matthew Carr, Steve McDonald, Marc Lichtenfeld, David Fessler, Adam Sharp and Karim Rahemtulla
5:00 p.m.
End of Seminar
