2008 NAAIM Active Exchange Focus Session

May 7-8, 2008
Hyatt Regency Irvine, Irvine, California
Sponsored by Rydex Investments and RFS

Stay around another 24 hours after the end of the annual conference for a special NAAIM Active Exchange Focus Session on using alternative investments including non-dollar denominated investments, currencies and commodities.

This is your opportunity to learn more about trading currency ETFs, investing in international markets as well as derivative and precious metals trading. Among the speakers at the session will be Kathy Lien, Daily FX.com, Michael  Tosaw, OptionsXpress and Victor Sperandeo (“Trader Vic”), a professional Wall Street trader and investment adviser.

Active Exchange Focus Session begins on Wednesday, May 8, 2008, at 2 p.m. with the attendee welcome and sponsor introductions, wrapping up with lunch on Thursday.  In between will be a wealth of presentations, discussions and a group dinner to provide and unrivaled immersion in trading ideas and networking.

FEATURED SPEAKERS

Foreign Exchange Dynamics – Kathy Lein
Learn how FX as an asset class differentiates from equities and futures; five things that move the currency market; how traders can take advantage of their views on the dollar, euro, gbp, and incentive programs for introducing your clients to trade currencies from Kathy Lien, chief currency strategist at DailyFX.com. DailyFX is one of the leading resources for online FX news and research. Kathy is one of the authors of Investopedia's Forex Education section and has written for the Asia Times Online, MarketWatch, Stocks & Commodities Magazine, ActiveTrader Magazine, Futures Magazine and SFO. She is frequently quoted by Bloomberg, Reuters, the Wall Street Journal, and the International Herald Tribune and has appeared on CNN, CNBC, CBS and Bloomberg Radio. She is also an internationally published author of Day Trading the Currency Market (Wiley) and Millionaire Traders: How Everyday People Beat Wall Street at its Own Game (Wiley).

Greek Nuetral Trading – Mike Tosaw
Delta neutral is a popular buzzword in the options industry. How about gamma, theta, or vega neutral? There is a way to be neutral for all types of trades, explains presenter Mike Tosaw, director of education for optionsXpress. This is a topic that all option traders should know about regardless of whether they trade direction or volatility. This presentation aims to deliver an understanding of how to help offset risks for any situation that may arise. Mike is known
for his ability to cover questions that range from the simple to the most complex. His first hand experience as a retail investor and investment advisor makes him a resource for all investors. Mike is the man behind many of optionsXpress’ online tutorials and live webinars. His audiences around the country include online traders, members of investment clubs, and independent representatives seeking education about online stock and options trading.

Victor Sperandeo
Victor Sperandeo, known as “Trader Vic”, is a professional Wall Street trader and investment adviser. He has 40+ years’ experience on Wall Street trading commodities, stocks, bonds, futures and options. He has done so both independently and for, among others, George Soros, Leon Cooperman and BT Alex Brown. Victor is widely regarded as an expert in commodities, particularly in the Energy and Metals sectors. He has written two best selling books detailing his trading methodologies: Trader Vic – Methods of a Wall Street Masterand Trader Vic II – Principles of Professional Speculation.He currently manages an offshore S&P DTI Tracker fund and runs a separately managed S&P CTI account for HSBC. Additionally, he runs several successful hedge fund strategies with track records exceeding five years. These hedge fund strategies employ unique combinations commodity, stock and financial futures.

Reginald M. Browne, Director of the ETF Index Product Group for Fimat USA, now NewEdge, began his career as a trading associate in the index volatility arbitrage unit with O’Connor and Associates a predecessor firm of UBS.  In 1995, he joined Susquehanna International Group as a market maker in the index group in New York and is widely recognized as the first market maker in the ETF industry. Reggie played a key role in the success of the SPDR Trust ETF (SPY) and was a participant in the formation of the NASDAQ 100, (QQQQ). In 2002, when the NYSE moved into ETF trading, he was named President & CEO of Susquehanna Index Specialist on the New York Stock Exchange where he led the ETF Specialist unit.

Ed Lopez is responsible for the product positioning of Rydex ETFs in the marketplace and continuously conducts detailed analysis of the Rydex ETFs—including competitive analysis and index evaluation. Prior to joining Rydex, he was with Ibbotson Associates for over seven years where he held a number of positions, including senior consultant and investment specialist. At Ibbotson, he created content for use by financial services firms on topics such as asset allocation, retirement distribution strategies, alternative investments and real estate investment trusts. He also served as a financial advisor with American Express Financial Advisors. Ed holds a bachelor’s degree in economics from the University of Texas. He has led workshops for financial professionals on portfolio creation and implementation, behavioral finance and the communication of asset allocation concepts to clients. He also participates as a speaker at financial services conferences and symposiums.