James DiGeorgia: The founder the Gold & Energy Advisor and wunderkind, a self-made millionaire before he turned 21, turning a hobby of coin collecting he began at the age of seven into a multi-million dollar business while still a teenager. Remarkably, James launched his first rare coin business, Gem Coins, in Connecticut in 1976 in Danbury’s North Street shopping complex while he was still a junior in high school.
As the bull market in silver and gold from 1976 though 1980 gained momentum, James was able to generate over a million dollars in profits from less than $25,000 he obtained from his childhood collection. Graduating from the University of Western Connecticut in 1980, completing a BA in Economics in just 3 years, he went to work over the following 10 years for some of the most prestigious precious metals and numismatic firms in the world.
James DiGeorgia has extensive experience in precious metals and the energy markets, and is considered one of the world’s foremost authorities in both sectors. James is the author of the best selling book “The Global War for Oil” and “The New Bull Market in Gold: $1,000 Gold and the Many Ways to Profit from it”.
James is also the author of the “Insider’s Guide to Buying Gold, Silver and Rare Coins” and co wrote what many consider the definitive book on Options Trading “An Investor’s Guide to Understanding and Mastering Options Trading”.
James has been frequently quoted as an expert in The New York Times, USA Today, Los Angeles Times, Money magazine, The Chicago Tribune, Time Magazine, AP News, Bloomberg, Barron’s and literally dozens of mainstream online and traditional financial news publications. James has also appeared on the BBC, BBN, FOX’s Cavuto and Company, and Street.com as a precious metals, oil and energy expert.
James lives in Boca Raton, Florida with his wife, Lisa, and 12 year old twins, Danielle and Alexander, who attend Pine Crest Elementary School. James DiGeorgia & Associates, Inc. employs over 30 people including many of his family members.
Geoff Garbacz: The co-founder and one of two principals in Quantitative Partners, Inc. (QPI). QPI is responsible for the marketing and support both to institutions and individuals of Phil Erlanger Research and Jefferson Research who produce www.erlangersqueezeplay.com and www.torpedowatch.com. QPI also has worked with Superstock Investor to develop relationships with Whisper Number, The Madison Letter, Jim Patterson and Blue Hawk Research. Geoff is a frequent contributor to the Technical Section of The Morning Briefing.
Geoff and his team at Quantitative Partners have over 36 years of experience on Wall Street. Prior to the formation of QPI in 1995, Geoff worked for The Robinson Humphrey Company from 1990 to 1995. Before that he worked for Capital Institutional Services (CAPIS) as an institutional sales person covering accounts in New York from 1986 to 1990.
Geoff is a graduate of Gettysburg College with Bachelor of Arts in Political Science and a member of the Phi Kappa Psi fraternity. Geoff and his wife reside in Madison, Wisconsin.
Option Research & Technology Services LLC
(“ORATS”) have become leading providers of option volatility research and software. ORATS sprung from dissatisfaction by traders with available methods of observing statistical and implied volatility. To alleviate this dissatisfaction, they have developed patent pending methods that perform the following critical tasks: calculating statistical volatility from tick-by-tick hedging profits and; describing the implied volatility skew by summarizing it with three primary descriptors: at-the-money volatility, slope and derivative (curvature) From these accurate calculations, they develop volatility forecasts for all index and equity options
Phil Erlanger: After a tenure as the Chief Technical Analyst at Advest, Phil Erlanger became the Senior Technical Analyst at Fidelity Research and Management in the early 1990s, working alongside star portfolio managers Peter Lynch and Jeff Vinik.
At Fidelity, Phil’s proprietary price models and sentiment analysis called some of the biggest wins for Fidelity in this era, including billions of dollars of transactions on junk bonds, currencies, and equities.
Since 1994, Phil Erlanger Research, Inc. has provided unique technical analysis and quantitative research for many of the world’s top financial institutions. His proprietary data and analysis are currently in use at institutions that collectively manage over $1 trillion in assets.
Widely regarded as one of the foremost technical analysts in the world, Mr. Erlanger was presented with the Market Technicians Association’s coveted Best-of-the-Best Award for Computer Assisted Analysis several times. Phil has served two terms as President of the MTA.
David Menlow: may be the most knowledgeable individual covering the initial public offering (IPO) as well as the secondary issuance space. His company IPO Financial Research is the top player in this research area. David is a frequent contributor to CNBC and they seek him out for valuable information in this niche market.
Whenever a company is coming public, investors turn to David to know whether it is a hot deal or if they should step aside. Moreover, as companies now need access to more capital, David’s secondary rankings will help investors make sense of the pending deal.
In addition to his timely ranks, David is covering many IPOs as they move from an infant company to a teenager. Currently, David is producing research on over 400 companies.
Mohan began his trading career in the early 1990s, trading gold and crude oil during the first Gulf War. After getting hooked on trading while capturing the big uptrend in crude oil during that period, Mohan watched in fascination after the war as money poured out of crude oil and into the S&P 500 at an astonishing rate. This was the starting point for a decade-long obsession with the S&P 500 contract, where he watched nearly every tick every day during an entire 10-year period.
During his decade of intensive research, study, and full-time trading, Mohan developed his proprietary synthesis of 18 powerful market indicators. These indicators are built upon the work of the last generation of master traders; yet Mohan has completely retooled and reinvented them to create a dynamic and profitable methodology for today’s market environment.
This proprietary synthesis of 18 market indicators allows Mohan to make exact, crystal clear, “no-waffling” calls on the next day’s market direction. During the 1990s, he offered his forecast to a small group of private investors and trading friends, while further honing his methods as a full-time trader of the S&P 500 futures.
Dr. Bruce Gulliver: is the founder of Jefferson Research and Torpedo Watch. This newsletter provides investors a disciplined way to identify and track companies that are going to underperform and outperform the market. Investors who follow Torpedo Watch will be able to cut down on the number of losing stocks in their portfolio.
Bruce has a PhD in Business Economics from Claremont Graduate School. He also received his CFA in 1990. Bruce has been a distinguished speaker before AIMR and other conferences.