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Here’s the opposite of our event. Knock yourself out:

TD Ameritrade Institutional, my firm’s primary custodian and the third largest in the industry, just commissioned an Investment News survey of advisors who have recently moved their business. The advisors who left the brokerage world to become RIAs are reporting the highest overall levels of satisfaction. This is obvious to me, having spent a decade,…

I’m telling you right now that the Evidence-Based Investing Conference could be the single most amazing one-day investing event of the year.

Today I’ll be spending my lunch hour, as I frequently do, on the set of the Halftime Report. Within the course of a single hour, we’ll be interviewing Jeffrey Gundlach, David Tepper and Carl Icahn. That’s not a typo – three of the most important, successful and notable investors of our lifetime are all coming…

Back in the day, this event was called Lindzonpalooza and Howard Lindzon presided over a few discussions among a crowd of maybe four dozen traders and fintech entrepreneurs. The group was small enough to fit onto the second floor terrace of the local Italian joint for dinner. Now it’s over 300 people at the welcome…