The Oxford Club's 19th Annual Investment U Conference

The Rebirth of the American Dream: Boom, Bust and Beyond
March 15-18, 2017 | The Vinoy Renaissance Resort & Golf Club | St. Petersburg, Florida

Venue

Leave your worries behind and lie in the lap of luxury at The Vinoy® Renaissance St. Petersburg Resort & Golf Club.

Satisfy your appetite for culture at popular St. Petersburg attractions, from the Salvador Dalí Museum to the Morean Arts Center. Then enjoy an exciting game at Tropicana Field or relax on one of Florida's countless scenic beaches. After your day of excitement, retreat to our resort and spread out in stylish guest rooms featuring expansive marble bathrooms, plush bedding and LCD TVs.

Enjoy on-site dining from our five outstanding restaurants offering a plethora of different breakfast, lunch and dinner options. Tee off on our picturesque 18-hole private golf course, then unwind at our full-service day spa. Escape the boring boardroom in our 42,000 square feet of spectacular event space available for corporate gatherings, weddings, receptions and banquets. Enjoy relaxation redefined at The Vinoy® Renaissance St. Petersburg Resort & Golf Club.

Pricing

Chairman's Circle Members

$499.00

Director's Circle Members

$599.00

Premier/Agora Members

$599.00

Non-Member Guests

$629.00

Simply CLICK HERE to register for the 2017 Investment U Conference.

If you need additional information, please contact Kiara Laughran at 443-708-9411, 844-294-4696 or email her at .

Join Us

Every year, we’re amazed at the stories of the attendees we meet at our Investment U Conference: entrepreneurs, money managers, doctors, lawyers, business owners, philanthropists, even inventors.

Click here to see what previous year attendees have said about the Investment U Conference.

Contact Us

How can we help you?

Here at The Oxford Club, we pride ourselves in offering top-notch services.

As you can see, we've gone out of our way to make sure our 19th Annual Investment U Conference exceeds all of your expectations.

We're here to help you any way we can!

If you have any questions or need more information, please call Voyager Club Concierge Kiara Laughran at 443.708.9411 or by email at voyagerclub@oxfordclub.com.

Register for the 2016 Investment U Conference

Carlsbad, CA
The Park Hyatt Aviara
April 13-16, 2016


Registration for The Oxford Club's Investment U Conference Is Now Open!

We’re inviting a select group of the world’s sharpest analysts to gather at the Park Hyatt Aviara in Carlsbad, California, April 13-16, 2016.

To register, please contact your Oxford Voyager Club Concierage by phone at 443-708-9411 OR click HERE.

Dates and Times:

Begins Wednesday, April 13, 2016, at 8:00 a.m. and ends Saturday, April 16, 2016, around lunchtime. The conference is 3 1/2 days long. Recommended hotel nights: Arrive April 12 and depart April 16 or 17.

Special Events:

We will notify you of special events taking place at the conference as they are confirmed. There will be a special evening for Chairman's Circle Members only.

Enrollment Fees:

Conference Fee Includes:

Conference Guest/Spouse Social Events:

If you want to bring a guest/spouse, but they don't want to attend the meetings, we welcome them to our social events at a discounted price of US$175.00. This includes four continental breakfasts from Wednesday to Saturday morning, the opening cocktail reception and six coffee breaks.

Daily Schedule

Our Conference schedule is subject to change and the final schedule will be given to you at the event.

Preconference Event at Sprott Global Offices

Please join Rick Rule and the entire Sprott Global team for conversation and refreshments on Tuesday, April 12, 2016, in conjunction with The Oxford Club's Investment U Conference. Meet and mingle with the Sprott team and your fellow investors and conference attendees while enjoying hors d'oeuvres and drinks.

Time: 3:00 p.m. - 6:00 p.m. Pacific Time
Location: Sprott Global Office
1910 Palomar Point Way Suite 200, Carlsbad CA 92008
(Adjacent to McClellan-Palomar Airport) Map
RSVP: Please RSVP by March 31, 2016, with Cali Farnham:
cfarnham@sprottglobal.com or 760.444.5254

We will set up a check-in desk from 1:30 - 2:30 p.m. on April 12 at the Park Hyatt hotel and a free shuttle will be provided between the Park Hyatt Aviara and the Sprott Global office. The first shuttle departs from the Hyatt at 2:30 p.m.

Member FINRA/SIPC
Tuesday, April 12
5:30 p.m. - 7:00 p.m. Preconference check-in begins at the Registration and Check-In Desk, located on the lobby level (third floor) in the Foyer of the Grand Ballroom.
Wednesday, April 13
7:15 a.m. Check-In, Registration and Information Booth opens and remains open throughout the conference, located on the lobby level (third floor) in the Foyer of the Grand Ballroom
7:15 - 8:45 a.m. Continental Breakfast and Exhibit Hall open in Grand Ballroom D and Foyer

8:15 a.m. - 12:50 p.m.

General Session

located in the Grand Ballroom A, B and C with our Master of Ceremonies George Rayburn, Director of Business Operations, The Oxford Club

8:15 a.m. Welcome to the 19th Annual Investment U Conference
Julia Guth, CEO & Executive Director, The Oxford Club; Founder, Investment U
8:30 a.m. The Investment “Conspiracy” That Is Costing You Millions
Alexander Green, Chief Investment Strategist, The Oxford Club
9:00 a.m.
Platinum Sponsor
Resource Armageddon, a Once-in-a-Lifetime Bottom
Rick Rule, Chairman, Sprott U.S. Holdings Inc.
9:30 a.m.
Platinum Sponsor
There Is Somewhere to Hide
Rich Checkan, President and COO, Asset Strategies International
9:45 a.m.
Platinum Sponsor
Winning With the Uranium Price Cycle
Amir Adnani, President and CEO, Uranium Energy Corp; Chairman Brazil Resources
10:00 a.m. Safe, High Yields in the Energy Sector
Marc Lichtenfeld, Chief Income Strategist, The Oxford Club

10:30 a.m.

Coffee Break and Time to Visit the Exhibit Hall

11:00 a.m.
Platinum Sponsor
Anti-Confiscation Road Map: How to Protect Your Wealth in the Age of Secular Stagnation, Runaway Deficits and Desperate Governments
Eric Roseman, President and Chief Investment Officer, ENR Asset Management Inc.
11:15 a.m.
Platinum Sponsor
Rare Tangible Assets - Avoid Market Turbulence With Consistent Returns - Outside The US Dollar!
Geoff Anandappa, Investment Portfolio Manager, Stanley Gibbons Investments
11:30 a.m. The Rise of Equity Crowdfunding: Democratizing Private Investments
Adam Sharp, Founder, Early Investing
12:00 p.m.
Platinum Sponsor
The Big Picture 2016: Five Big Changes
Martin Truax, Managing Director, Investments, Investment Planning and Management Group of Raymond James
12:15 p.m.
Diamond Sponsor
Multigenerational Wealth and the Current Markets – What to Do?
Frank Trotter, Executive Vice President and Chairman, EverBank Global Markets
12:45 p.m. Morning Wrap-Up and Introduction of our afternoon workshop speakers:
Alexander Moschina, Managing Editor and Social Media Manager, The Oxford Club
Kristin Haugk, Research Analyst, The Oxford Club

12:50 p.m. - 2:10 p.m.

Lunch Break

You are free to have lunch on your own, but two sponsored lunch options are available. Space is limited and you must register in advance at the booth of the sponsor whose lunch you would like to attend.

1:00 p.m. - 1:45 p.m.
Lunch Sponsor I
Avalon Ballroom
1. Contrarian Alert: Classic Value Investing Deep in South Texas
Amir Adnani, President and CEO, Uranium Energy Corp; Chairman Brazil Resources
1:00 p.m. - 1:45 p.m.
Lunch Sponsor II
Laviana Ballroom
2. Two Great Places to Hide... Strategic and Precious Metals
Rich Checkan, President and COO and Ryan Kirsch, Preferred Client Relations Representative, Asset Strategies International
Location 2:10 p.m. - 2:50 p.m. Workshops
Workshop 1
Grand Ballroom B/C - LIVEstream
The Gone Fishin’ Portfolio: A Market-Beating Strategy (Updated... and Customized)
Alexander Green, Chief Investment Strategist, The Oxford Club
Workshop 2
Grand Ballroom A - Recorded
The Upcoming Carnage in Energy Bonds and How to Profit From It
Rick Rule, President and CEO, Sprott U.S. Holdings Inc.
Workshop 3
Aviara Ballroom A
Global Investing in a Chaotic World How EverBank Can Help Put Your Ideas to Work
Frank Trotter, Executive Vice President and Chairman, EverBank Global Markets and Chris Gaffney, President, EverBank World Markets
Workshop 4
Aviara Ballroom B
Early-Stage Tech Market Investments... Getting In on the Ground Floor
Adam Sharp and Andrew Gordon, Founders, Early Investing
Location 3:00 p.m. - 3:40 p.m. Workshops
Workshop 1
Grand Ballroom B/C - LIVEstream
Searching for Lightning Strikes in Another Beaten-Up Sector
Marc Lichtenfeld, Chief Income Strategist, The Oxford Club
Workshop 2
Grand Ballroom A - Recorded
The ABCs of UEC’s ISR Growth Strategy
Amir Adnani, President and CEO, Brazil Resources and Uranium Energy Corp
Workshop 3
Aviara Ballroom A
ENR Secular Growth Investment Themes for Every Market and the Safest Private Bank in the World for Your Assets
Eric Roseman, President and Chief Investment Officer, ENR Asset Management Inc.
Workshop 4
Aviara Ballroom B
Some of the Best Hiding Places I Know
Rich Checkan, President and COO, Asset Strategies International

3:40 p.m.

Coffee Break and Time to Visit the Exhibit Hall

Location 4:10 p.m. - 4:50 p.m. Workshops
Workshop 1
Grand Ballroom B/C - LIVEstream
Early-Stage Tech Market Investments... Getting in on the Ground Floor
Adam Sharp and Andrew Gordon, Founders, Early Investing
Workshop 2
Grand Ballroom A - Recorded
Using Social Media for Your Investments
Alexander Moschina, Managing Editor and Social Media Manager, The Oxford Club
Workshop 3
Aviara Ballroom A
Searching for Lightning Strikes in Another Beaten-Up Sector
Marc Lichtenfeld, Chief Income Strategist, The Oxford Club
Workshop 4
Aviara Ballroom B
Building a Truly Diversified Portfolio With Stable Uncorrelated Tangible Assets
Geoff Anandappa, Investment Portfolio Manager, Stanley Gibbons Investments
Location 5:00 p.m. - 5:40 p.m. Workshops
Workshop 1
Grand Ballroom B/C - LIVEstream
Five Best Investments For 2016
Martin Truax, Managing Director, Investments, Investment Planning and Management Group of Raymond James
Workshop 2
Grand Ballroom A - Recorded
Don’t Bet the Farm on Energy, Bet on the Farm
Kristin Haugk, Research Analyst, The Oxford Club
Workshop 3
Aviara Ballroom A
The Gone Fishin’ Portfolio: A Market-Beating Strategy (Updated... and Customized)
Alexander Green, Chief Investment Strategist, The Oxford Club

6:00 p.m. - 7:30 p.m.

Th$ Oxford Club’s Reception Sponsored by Our Diamond Sponsor




A new way of banking by delivering to customers around the country a unique range of banking, lending and investing opportunities


To Be Held Outside in the Palm Courtyard

Open to attendees, social guests, speakers, sponsors and staff

Thursday, April 14
6:45 a.m. - 8:15 a.m. Continental Breakfast and Exhibit Hall open in Grand Ballroom D and Foyer
7:00 a.m. - 7:45 a.m. Issuer Capitulation in Junior Resource Equities
“Early to Rise” Session with Rick Rule, President and CEO, Sprott U.S. Holdings Inc.

8:00 a.m. - 01:00 p.m.

General Session

With our Master of Ceremonies Karim Rahemtulla, Co-Founder, Beyond the Dollar LLC, Editor, Beyond the Dollar

8:00 a.m. Can Your Portfolio Survive the Strong Dollar?
Karim Rahemtulla, Co-Founder, Beyond the Dollar LLC, Editor, Beyond the Dollar
8:30 a.m.
Platinum Sponsor
Don’t Miss the Forest for the Trees: Today’s Global Opportunity Set
Thomas Merrick, Co-Founder and Managing Partner, Swiss Infinity Global Investments
8:45 a.m.
Platinum Sponsor
Precious Metals Price/Supply, the Great Disconnection
Andy Schectman, President, Miles Franklin Precious Metals Investments
9:00 a.m.
Gold Sponsors
  1. David M. Cole, President and CEO, Eurasian Minerals
  2. Patrick Donnelly, President, First Mining Finance Corp.
  3. Dev Randhawa, Chairman and CEO, Fission Uranium Corp.
  4. Eira Thomas, President, CEO and Director, Kaminak Gold Corporation
9:20 a.m.
Platinum Sponsor
Opportunities Outside the Stock Market
Barry Potekin, Vice President, Rutsen Meier Belmont (RMB) Group
9:35 a.m.
Platinum Sponsor
Expanding Gold Resources at a Discount to Replacement Value
Amir Adnani, President and CEO Uranium Energy Corp, Chairman Brazil Resources

9:50 a.m.

Geopolitical Disruptions in the Energy Sector

Keynote Speaker

Spencer Abraham, Former Secretary of Energy and Executive Chairman of Uranium Energy Corp

10:30 a.m.

Coffee Break and Time to Visit the Exhibit Hall

11:00 a.m. How to Profit in Resources During a Deflation
Marin Katusa, President, Katusa Research

11:30 a.m.

Fireside Energy Chat:

Hosted by Marin Katusa, President, Katusa Research

Featuring:

Spencer Abraham, Former Secretary of Energy and Executive Chairman of Uranium Energy Corp

Sean Brodrick, Resource Strategist, The Oxford Club

David Fessler, Energy and Infrastructure Strategist, The Oxford Club

Rick Rule, President and CEO, Sprott U.S. Holdings Inc.

12:00 p.m
Gold Sponsors
Five-Minute Gold Sponsor Introductions:
  1. Ivan Bebek, Chairman and Director, Auryn Resources
  2. Dev Randhawa, Chairman and CEO, Fission Uranium Corp.
  3. Will Howard, Tax Advisor, Joe Gandolfo, Ph.D. & Associates
  4. Sara Fehrenbacher, Director of New Business Development, GovMint.com
12:15 p.m. Mining for Gold and Silver Bargains
Sean Brodrick, Resource Strategist, The Oxford Club
12:45 p.m.
Platinum Speaker
Calculated Risk in a Low-Price, High-Upside Energy Play
Donald Hosmer, President, Royale Energy Inc.
1:00 p.m. Morning Wrap-Up, Introduction of our afternoon Young Investor’s Panel and our guest speaker
Ron Chandler, Vice-President and Director, Summit Investment Management

1:00 - 2:20 p.m.

Lunch Break

You are free to have lunch on your own, but two sponsored lunch options are available. Space is limited and you must register in advance at the booth of the sponsor whose lunch you would like to attend.
1:15 p.m. - 2:00 p.m.
Lunch Sponsor I
Avalon Ballroom
1. Profit With Low-Cost Energy Reserves Using Dollars You Would Otherwise Pay out to Federal and State Income Taxes
Donald Hosmer, President, Royale Energy Inc. (For accredited investors who pay U.S. taxes only)
1:15 p.m. - 2:00 p.m.
Lunch Sponsor II
Laviana Ballroom
2. How to Create Royalties, Cash Flow and Discoveries in an Ugly Market
David M. Cole, President and CEO, Eurasian Minerals
Location 2:20 p.m. - 3:00 p.m. Workshops
Workshop 1
Grand Ballroom B/C - LIVEstream
Make Money in Energy in 2016 and Beyond
Sean Brodrick, Resource Strategist, The Oxford Club
Workshop 2
Grand Ballroom A - Recorded
BRI: Growth Through Acquisition
Amir Adnani, President and CEO, Brazil Resources and Uranium Energy Corp.
Workshop 3
Aviara Ballroom A
Silver Will Surprise Soon: How to Use Current Conditions to Your Advantage
Barry Potekin, Vice President, Rutsen Meier Belmont (RMB) Group
Workshop 4
Aviara Ballroom B
Interactive Q&A: Everything You Could Possibly Like to Know About Precious Metals
Andy Schectman, President, Miles Franklin Precious Metals Investments
Workshop 5
Avocet Ballroom
Don’t Miss the Forest for the Trees: Today’s Global Opportunity Set
Thomas Merrick, Co-Founder and Managing Partner, Swiss Infinity Global Investments
Location 3:10 p.m. - 3:50 p.m. Workshops
Workshop 1
Grand Ballroom B/C - LIVEstream
Smart Money Speculation
Marin Katusa, President, Katusa Research
Workshop 2
Grand Ballroom A - Recorded
The Young Investor's Workshop--For Parents and Grandparents of Future Investors. A Panel Discussion With The Oxford Club’s Alexander Green, Marc Lichtenfeld and Matthew Carr
Hosted by Julia Guth, CEO & Executive Director, The Oxford Club; Founder, Investment U
Workshop 3
Aviara Ballroom A
Income/Tax Advantaged Investing
Donald Hosmer, President, Royale Energy Inc.
Workshop 4
Aviara Ballroom B
Your Keys to the Vault: Three Secrets to the Coin Market’s Best Buying Opportunities
Sara Fehrenbacher, Director of New Business Development, GovMint.com
Workshop 5
Avocet Ballroom
Auryn Resources and How It Plans to Maximize Returns in an Opportunistic Gold Market
Ivan Bebek, Chairman and Director, Auryn Resources

3:50 p.m. - 4:20 p.m.

Coffee Break and Time to Visit the Exhibit Hall

Location 4:20 p.m. - 5:00 p.m. Workshops
Workshop 1
Grand Ballroom B/C - LIVEstream
The Best Ways to Play the Dollar’s Upcoming Correction
Karim Rahemtulla, Co-Founder, Beyond the Dollar LLC, Editor, Beyond the Dollar
Workshop 2
Grand Ballroom A - Recorded
Coffee Gold Project: High-Grade Heap Leach Gold in Canada
Eira Thomas, President and CEO, Kaminak Gold Corporation
Workshop 3
Aviara Ballroom A
How We Pull in Cash Flow When Others Can’t
David M. Cole, President and CEO, Eurasian Minerals
Workshop 4
Aviara Ballroom B
Triple R Deposit: Shallow, Large and Growing
Dev Randhawa, Chairman and CEO, Fission Uranium Corp
Workshop 5
Avocet Ballroom
Failure to Disclose: What Attorneys and CPA Fail to Disclose About Tax Planning and Asset Protection
Will Howard, Tax Advisor, Joe Gandolfo, Ph.D. & Associates
Location 5:10 p.m. - 5:50 p.m. Workshops
Workshop 1
Grand Ballroom B/C - LIVEstream
The REIT Way to Invest in Energy
Kristin Haugk, Research Analyst, The Oxford Club
Workshop 2
Grand Ballroom A - Recorded
First Mining Finance Corp: The Building of a Mineral Bank
Patrick Donnelly, President, First Mining Finance Corp.
Workshop 3
Aviara Ballroom A
Using Options to Protect Your Portfolio
Ron Chandler, Vice-President and Director, Summit Investment Management
Workshop 4
Aviara Ballroom B
Make Money in Energy in 2016 and Beyond
Sean Brodrick, Resource Strategist, The Oxford Club
Workshop 5
Avocet Ballroom
NO WORKSHOP

Friday, April 15
6:45 a.m. - 8:15 a.m. Continental Breakfast and Exhibit Hall open in Grand Ballroom D and Foyer
7:00 - 7:45 a.m. Private Debt, a Speculator’s Guide to Bridge and Mezzanine Lending
“Early to Rise” Session with Rick Rule, Chairman of Sprott U.S. Holdings Inc.

8:00 a.m. - 1:25 p.m.

General Session

with our Master of Ceremonies Dr. Mark Skousen, Editor, Forecasts & Strategies and Presidential Fellow, Chapman University

8:00 a.m. Is the Golden Age of Investing Over? Are the Financial Terrorists Right This Time?
Dr. Mark Skousen, Editor, Forecasts & Strategies and Presidential Fellow, Chapman University
8:30 a.m. Every Dollar You'll Make for the Next 10 Years Is on This List
Keith Fitz-Gerald, Chief Investment Strategist, Money Map Press
9:00 a.m.
Gold Sponsor
Five-Minute Gold Sponsor Introductions:
1. Juan Federico Fischer, J.D., MBA, Managing Partner, Fischer & Schickendantz, Uruguay
9:05 a.m.
Diamond Sponsor
What Do Negative Interest Rates Mean for Your Portfolio? Opportunities in This Age of Central Bank Intervention
Chris Gaffney, President, EverBank World Markets
9:35 a.m. Real Assets: An Increasingly Relevant Asset Class
Current Income – Non-Correlated – Downside Protection – Asset Appreciation – Inflation Linked

Alexander Loucopoulos, Principal, Sciens Capital
10:00 a.m. Tipping Points: Companies Profiting in a Rapidly Changing World
Matthew Carr, Emerging Trends Strategist, The Oxford Club

10:30 a.m.

Coffee Break With Time to Visit the Exhibit Hall

11:00 a.m. The Coming Energy Disruption
How the “Disruption Triangle” Will Transform Electrical Generation

David Fessler, Energy and Infrastructure Strategist, The Oxford Club
11:30 a.m.
Platinum Sponsor
The Journey and Investment Cycle of a Money Manager
Frank Holmes, CEO and CIO, U.S. Global Investors
12:00 p.m. The Best Thing You Will Ever Do With Your Money
Steve McDonald, Bond Strategist, The Oxford Club

12:30 p.m.

The Coming Collapse of the International Monetary System

Keynote Speaker
James G. Rickards, Editor, Strategic Intelligence, Agora Financial

1:00 p.m.

Follow-Up Interview With Eric Fry, Founder and Editor, The Non-Dollar
Report
and Co-Founder, Beyond the Dollar LL

1:20 p.m. Morning Wrap-Up and Introduction of our lunch speaker:
Nathan Hurd, Director of VIP Trading Services, The Oxford Club and Wall Street Daily

1:25 p.m. - 2:40 p.m.

Lunch Break

You are free to have lunch on your own, but two sponsored lunch options are available. Space is limited and you must register in advance at the booth of the sponsor whose lunch you would like to attend.
1:30 p.m. - 2:15 p.m.
Lunch Sponsor I
Avalon Ballroom
1. JETS Are Taking Off: The Innovative Story of Creating a Smart BETA ETF
Frank Holmes, CEO and CIO, U.S. Global Investors
1:30 p.m. - 2:15 p.m.
Lunch Sponsor II
Lavania Ballroom
The Missing Piece: Maximizing Your Investment Future
Nathan Hurd, Director of VIP Trading Services, The Oxford Club
(Limited to attendees interested in becoming a Chairman’s Circle Member and/or a member of Early Investing’s Startup Investor)
Location 2:40 p.m. - 3:20 p.m. Workshops
Workshop 1
Grand Ballroom B/C - LIVEstream
The Energy Paradigm Shift: Five Stocks You Need to Own Now
David Fessler, Energy and Infrastructure Strategist, The Oxford Club
Workshop 2
Grand Ballroom A - Recorded
How to Invest for Big Returns When the Smartest People in the Room Are Wrong
Keith Fitz-Gerald, Chief Investment Strategist, Money Map Press
Workshop 3
Aviara Ballroom A
Using the Prime System for Profits and Predictability
Matthew Carr, Emerging Trends Strategist, The Oxford Club
Workshop 4
Aviara Ballroom B
It's All About Managing Risk: Investing Solutions from EverBank Wealth Management
David Conover, President, EverBank Wealth Management Inc.
Location 3:30 p.m. - 4:10 p.m. Workshops
Workshop 1
Grand Ballroom B/C - LIVEstream
The Best Income Opportunities in 25 Years
Steve McDonald, Bond Strategist, The Oxford Club
Workshop 2
Grand Ballroom A - Recorded
Worried About the Stock Market? Think Near Term (NEARX). . . 21 Years of Consistent Positive Performance
Frank Holmes, CEO and CIO, U.S. Global Investors
Workshop 3
Aviara Ballroom A
Farmland: Investing in the Best Asset Class in the Right Place
Juan Federico Fischer, J.D., MBA, Managing Partner, Fischer & Schickendantz, Uruguay
Workshop 4
Aviara Ballroom B
Real Assets: An Increasingly Relevant Asset Class Current Income – Non-Correlated – Downside Protection – Asset Appreciation – Inflation Linked
Alexander Loucopoulos, Sciens Capital

4:10 p.m.

Coffee Break and Time to Visit the Exhibit Hall

Location 4:40 p.m. - 5:20 p.m. Workshops
Workshop 1
Grand Ballroom B/C - LIVEstream
Using the Prime System for Profits and Predictability
Matthew Carr, Emerging Trends Strategist, The Oxford Club
Workshop 2
Grand Ballroom A - Recorded
My SWAN (Sleep Well at Night) Strategy: Five High-Income Growth Stocks That Beat the Market Most of the Time
Dr. Mark Skousen, Editor, Forecasts & Strategies and Presidential Fellow, Chapman University
Workshop 3
Aviara Ballroom A
The Best Income Opportunities in 25 Years
Steve McDonald, Bond Strategist, The Oxford Club
Workshop 4
Aviara Ballroom B
The Energy Paradigm Shift: Five Stocks You Need to Own Now
David Fessler, Energy and Infrastructure Strategist, The Oxford Club

Friday Evening Event 8:00 p.m. - 10:00 p.m.
in the Avalon Ballroom


The Chairman’s Circle Proudly Presents an Evening Reception


Featuring the Bill Shreeve Band

This event is free and open to Chairman's Circle Members and their guests only...
Co-sponsored by Royale Energy and The Oxford Club


If you plan to attend, please RSVP with Kiara Laughran, Chairman’s Circle Liaison,
at klaughran@oxfordclub.com.

Saturday, April 16
8:30 a.m. - 9:30 a.m. Continental Breakfast and Exhibit Hall open in Grand Ballroom D and Foyer

9:00 a.m. - 12:30 p.m.

General Session with our Master of Ceremonies George Rayburn,
Director of Business Operations, The Oxford Club

9:00 a.m. Natural Resources in a Private Portfolio
Rick Rule, President and CEO, Sprott U.S. Holdings Inc.

9:40 a.m.

Pathways for Sustainable Prosperity in Oil and Gas: Moving Past the Oil and Gas Price Debacles of 2015-2016


Keynote Speaker

John Hofmeister, Founder and Chief Executive Citizens for Affordable Energy and Former President, Shell Oil Company

10:30 a.m. - 11:00 a.m.

Final Coffee Break and Time to Visit the Exhibit Hall

11:00 a.m.

A Duel of Financial Gurus

Featuring

Dr. Mark Skousen, Editor, Forecasts & Strategies and Presidential Fellow, Chapman University and Alexander Green, Chief Investment Strategist, The Oxford Club, both Investment U Chairmen

11:40 a.m. Raffles and Giveaways
Heather Phillips, Executive Director, World Financial Seminars, The Oxford Club
11:50 a.m. Some Final Thoughts for Your Enrichment
Alexander Green, Chief Investment Strategist, The Oxford Club and Julia Guth, CEO & Executive Director, The Oxford Club; Founder, Investment U
12:20 p.m. Wrap-Up and Thank You
Julia Guth, CEO & Executive Director, The Oxford Club; Founder, Investment U
View All Sponsors

We Proudly Welcome Our World-Class Sponsors

Diamond Sponsors

Platinum Sponsors

Gold Sponsors

Silver Sponsor

Testimonials


Every year, we’re amazed at the stories of the attendees we meet at our Investment U Conference: entrepreneurs, money managers, doctors, lawyers, business owners, philanthropists, even inventors.

In fact, just last year alone, we met a doctor responsible for inventing several new implants used for muscular augmentation… one of the gentlemen accountable for developing glow sticks… a philanthropist working to build a hospital that will serve all of the sub-Saharan African nations… plus a gold medal swimmer.

In addition to gaining top-rated financial insights, you’ll have the chance to meet fellow attendees who share your passion for financial knowledge, plus build new investment contacts and create lasting friendships.

We’re overwhelmed by the feedback we get year after year from the accomplished groups of people that have attended our broad range of conferences.

If there’s one thing we can say without hesitation, it’s this: The Oxford Club’s 19th Annual Investment U Conference will provide you with the insights, research and pure knowledge you need to achieve success.

Just take a look at what our recent attendees have said:

“We’ve been Members since 1994. This is our third Investment U Conference. It has a great pool of people and information and I think you really get to learn a lot. We’ve been very enriched by the traveling we’ve done with The Oxford Club and also by the people we’ve met, great people that we are lucky to call our friends.” – Elke C.
“Just listening to these people really interests me and I feel like the speakers do a great job of explaining how (their strategies and ideas) work. It’s very exciting.” – Daniel H.
“[This event was] high quality, very informative, an excellent educational opportunity and a great value.” – Kenneth I.
“My first Investment U and I’m impressed. Have spent years attending and participating in educational seminars. You all do an excellent job.” – Earl F.
“My favorite part of Investment U is the dynamic exposure to the caliber of speakers that come here. I’m really impressed with the integrity and honesty of these people. The amount of knowledge that passes through here on a day-to-day basis is overwhelming.” – David E.
“The entire conference was wonderful. Every speaker was informative, knowledgeable in his field and yes, even entertaining at times. Very worthwhile.” – Mary B.

If you’d prefer to read rather than watch the video:

“[I enjoy] meeting the people. Gaining the knowledge. It’s a great place to get educated and learn how to manage your own portfolios and to understand shares. To be in an environment that’s relaxed. Always going to great places. The questions that a person like me would probably have in the back of their minds that they want to ask, many other people are asking. And you feel when you leave that you have learned something that you wish you would have learned a lot earlier in your life.” – Elyse Banks

“Attending your programs and meeting other people of like interests is one of the best parts of being in the Club.” – Wallace Riley

“All the analysts are very open and down to earth and you never get the feeling that they’re above you. It’s just an average conversation and it’s a joy. It’s not like a typical investment conference.” – Steven Osmak

“And besides the investment recommendations, they have wonderful travel. We’re here in Boston today and in November of last year we were in D.C. We went on a cruise in June/July of 2012 to the Baltics… Everything they do, they do first class, and it’s been very productive for me. I encourage anyone who’s looking for a good group to travel with and get good investment advice to join The Oxford Club.” – Dr. Chivers Woodruff

“I would suggest to anyone contemplating coming to a conference to definitely do it. It’s definitely worthwhile. There’s so much information to be obtained and it’s all really good stuff. And it’s a wonderful time. You get to meet and chat with a lot of people who have common interests, especially in investing – it’s why we’re all here.” – Victor Tomasso

And we look forward to exceeding their expectations – and yours – during our 19th Annual Investment U Conference.

Keynote Speakers

Guest Speakers

Venue

The 2016 Investment U Conference
Carlsbad, CA
The Park Hyatt Aviara
April 13-16, 2016

Hotel Information and Reservations:

The host hotel is the Park Hyatt Aviara Resort, 7100 Aviara Resort Drive, Carlsbad, CA 92011. The telephone number to the hotel is +760.603.6800. Website: Park Hyatt Aviara.

Situated on Southern California's sun-drenched Pacific Coast, Park Hyatt Aviara Resort is a luxurious seaside hotel in Carlsbad, California, just north of San Diego, where you are inspired to relax and indulge.

Atop a high ridge on the shore of Batiquitos Lagoon - a wildlife sanctuary and place of natural beauty - Park Hyatt Aviara is a AAA Five Diamond San Diego resort that's far from ordinary.

Secluded amid 200 acres of verdant hillsides and rolling valleys, within the master-planned community of Aviara, our luxurious San Diego area hotel and resort provides a spectacular setting for your vacation or event. The resort's Spanish colonial architecture welcomes you with a sense of casual elegance, and the lush landscape, edged by one of the top golf courses in San Diego, surrounds you with beauty and tranquility.

To reserve your room, call +888.421.1442 (toll-free) or +760.603.6800. Be sure to mention to the reservation agent that you are coming with The Oxford Club Investment U Conference to obtain our negotiated rates. You may also book online by clicking here.

Hotel Pricing - our negotiated group rates are as follows:

* Run of House - US$269.00++ single or double occupancy per night for King bedded room. Persons requesting a room with two beds, please note that the hotel has a limited supply of these rooms and may not be available at time of booking. Double bedded rooms are US$314.00++ single or double occupancy per night, based on availability.

Group rate is available three days pre- and post-conference, based on hotel availability. Guests in our group will also receive a golf discount of US$175.00 for individual play.

These rates are subject to appropriate state, local and any occupancy taxes in effect at the time of the group's meeting. Taxes are subject to change without notice. Current breakdown of taxes are as follows:

The "cut-off date" for accepting reservations is Tuesday, March 22, 2016. Reservation requests beyond the contracted cut-off date will be made on a space-available basis for standard rooms at the group rate.

* Hotel check-in time is 4:00 p.m. Check-out time is 12:00 p.m.

* The Park Hyatt Aviara Resort does not guarantee specific room-type availability on Run of House reservations. Requests will be accommodated to the best of the hotel's ability on a first-come, first-served basis.

PLEASE NOTE THAT OUR ROOM BLOCK SELLS OUT VERY QUICKLY, SO PLEASE RESERVE YOUR ROOM IN A TIMELY MANNER.
CUT-OFF DATE FOR GROUP RESERVATIONS IS TUESDAY, MARCH 22, 2016.

Hotel Highlights:

Please click here for all details regarding the hotel.

Getting There:

San Diego International Airport (SAN) - 45 minutes (30 miles); McClellan-Palomar Airport (CLD) - 10 minutes (3 miles); Los Angeles International Airport (LAX) - 2 hours (95 miles); and Orange County Airport (SNA) - 60 minutes (55 miles).

Airfare: For airfare assistance, please call Mickey DeFilippis at +561.266.6570 or +800.926.6575. Or you may email her at mickey@agoratravel.com for routing and rates from your home city.

Park Hyatt Aviara is only three miles from the McClellan-Palomar Airport in Carlsbad, which services commuter, luxury, corporate and private jets. This airport is served by Mesa Airlines (a subsidiary of America West), which provides commuter service from Los Angeles daily. McClellan-Palomar Airport also offers helicopter service. The resort is close to two Amtrak stations: Oceanside is eight miles away and Solana Beach is 10 miles away.

In addition to the Carlsbad airport, our hotel is about 35 minutes from San Diego International Airport, with all major international and domestic airlines and several car rental companies. Park Hyatt Aviara Resort can arrange door-to-door transportation service and limousines to and from San Diego International Airport or you can rent a car on-site.

Ground Transporation:

Hotel Shuttle Service and Car Rental

The Park Hyatt Aviara Resort can arrange door-to-door transportation service and limousines to and from the San Diego International Airport, or you can rent a car on-site once you are there. Services are available through Lifestyle Transportation. Car rentals are available at the resort from Enterprise and can be arranged through the concierge.

You may also arrange for transfers outside of baggage claim at the airport(s). Shuttle and share-a-ride services are available there. Click here for more details from the San Diego Airport.

Hotel Parking:

Discounted rate of US$20.00 for overnight parking and US$10.00 for daily parking. Please check with the hotel directly as rates may change without notice.

Conference Cancellation Policy:

Full refund before January 22, 2016. Cancellations received from January 23 to February 19, 2016, will receive a full refund minus a US$100.00 cancellation fee. Beginning on February 20, 2016, your tuition is non-refundable, but may be applied to a future World Financial Seminars event minus a US$150.00 processing fee per person.

If you have any questions or need more information, please call Voyager Club Concierge Kiara Laughran at 443.708.9411 or by email at voyagerclub@oxfordclub.com.

We look forward to seeing you in Carlsbad in April 2016!


Sincerely,



Steven King
Event Director



Heather Phillips
Executive Director

Thank You

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