"How to Invest in the Age of VUCA"
Your financial safety and well-being are under assault from all sides. That's why our 2013 Investing Summit will prepare you for investing in "the age of VUCA"... military-speak for Volatility, Uncertainty, Complexity and Ambiguity. VUCA not only interferes with battlefield strategies. Now it’s coming after your portfolio in the form of the global financial crisis:
- Volatility has never been higher (in fact, the VIX, or "fear index", has now become one of the most widely quoted gauges of investor sentiment);
- Uncertainty over the "fiscal cliff" and whether or not it will be resolved before U.S. debt gets downgraded again from its shaky AA-;
- Complexity as the result of "financial engineering" that created arcane investment products which brought down major banks and brokerage firms in recent years; and
- Ambiguity in how our political system can possibly fix all of these issues makes it extremely difficult to develop a winning investment strategy.
If you want your family to prosper in spite of these challenges, it is imperative that you attend our 2013 Investing Summit in Scottsdale, Arizona on May 31 – June 1, 2013. Our analysts will break down each of these issues and provide you with a VUCA Battle Plan… actionable advice to not only survive but thrive during these turbulent times.
As you know we have a very strong team of analysts and strategists covering energy, utilities, precious metals and other asset classes that protect your wealth in all environments. At the Summit you will have the opportunity to attend exclusive presentations, panel discussions, and one-on-one conversations with every one of them.
Any good military leader would tell you that the key to overcoming VUCA is constant communication so that timely information is in your hands when it is time to make a decision. As a valued member of the Investing Daily community, you now have this one-time-only opportunity to sit down in person with our top analysts to ensure that YOU will have the timely information you need to protect your assets from the VUCA that permeates the global financial system.
Make your plans now to join the Investing Daily research team for two days of results-driven advice to prosper in the years ahead. Unlike other investment conferences, the Wealth Summit gives you unprecedented access to our experts without the usual crowds.
Your Speakers for the 2013 Wealth Summit in Scottsdale, AZ
Phil Springer is the chief investment strategist of Personal Finance, our flagship publication. He has provided authoritative leadership and guidance on investments and portfolio management for more than 30 years, as both an investment advisor and newsletter editor. |
Benjamin Shepherd is a recognized exchange traded fund (ETF), mutual fund and global equities expert. Ben is the lead analyst of Global Investment Strategist, which examines top-performing investments in Brazil, Russia, India, China, Japan, Indonesia, South Korea, and other rising economic powers. He is also the lead analyst of Benjamin Shepherd’s Wall Street, which he continues writing in the spirit of his late mentor, Louis Rukeyser. |
David Dittman is the chief strategist of Australian Edge, Canadian Edge, and Utility Forecaster. He is always focused on high-quality businesses, safety and yields. David is also a regular contributor to Personal Finance, Investing Daily's flagship newsletter. |
Jim Fink is the chief investment strategist for Jim Fink’s Options for Income and Roadrunner Stocks. Jim's options advice consistently delivers winners about 85% of the time. And his small-cap value Roadrunner Stocks also have an 75-90% success rate. Hopelessly over-educated, Jim holds a bachelor’s degree from Yale, a master’s from Harvard, a law degree from Columbia, and an MBA from the University of Virginia. |
Robert Rapier is lead analyst for The Energy Strategist. He has two decades of in-the-trenches experience in a wide range of fossil fuel and biofuel technologies, including refining, natural gas production, gas-to-liquids, ethanol production and butanol production, and along the way he's picked up five patents. Robert's articles have appeared in Forbes, The Washington Post and the Christian Science Monitor, and he recently authored a new book, Power Plays: Energy Options in the Age of Peak Oil (Apress, 2012). |
Jim Pearce is the Director of Investing Daily’s Wealth Society and will be your host for the 2013 Investing Summit. He began his career as a stockbroker in 1983, and over the years has managed client investment portfolios for major banks, brokerage firms, and investment advisors. Jim has a BA in Business Management from The College of William & Mary, and a CFP from the College for Financial Planning. |
Two Sun-Filled Days to Meet Your Favorite Analysts in a Relaxed Atmosphere. And Maybe You’ll Want a Few Extra Days to Soak Up Some Rays and Play Some Golf!
Your summit headquarters will be the rustic yet enchanting Four Seasons Troon North Resort Hotel in Scottsdale, AZ! This relaxing oasis in the high Sonoran Desert is “a place of western lore and cosmopolitan culture, a place of awe-inspiring beauty and spectacular golf, a place unlike any other.” Enjoy the free-form swimming pool, synthetic grass tennis courts, and full-service spa under the basking warmth of the desert sun. Regular price for a lovely Casita guest room is $284 or more per night. And for all the beauty and elegance, I think that’s a bargain. But we were able to secure a special rate of only $195 per night, double occupancy.
So, Here’s the Deal …
I don’t want to rush you, but the truth is that we can only accommodate a limited number of attendees who are not Wealth Society members as yet. You see, while the Summit is for Wealth Society members only, we do allow you to attend one time as our guest to determine if Wealth Society membership is right for you.
Naturally, we have to ensure space for our Wealth Society members first – because it is, after all, a complimentary part of their membership.
Yes, it’s a really big deal!
Now the cost to attend this ONE-TIME, ‘invitation-only’, two-day event is usually $795 for our loyal subscribers. But this year, for the first time ever, we’re offering you a discount of $300. That’s right! Reserve your seat at the Wealth Summit now and pay only $495.
You’re protected by our 100% refund guarantee, should you change your mind for any reason, right up thru May 4, 2013.
Or, if you can’t make it to the live event, you can attend all the sessions via a live webcast for only $295. You won’t be there in person, but you’ll still get to chime in, ask your questions and take part in the discussion. And even if you can’t make it on May 31 - June 1, don’t worry … you’ll be able to watch the archived video as many times as you like, whenever you like.
With webcast orders, you’re protected by our 100% refund guarantee, should you change your mind for any reason, right up thru May 30, 2013.
Register for the live webcast now!
Of course, I urge you to grab one of these slots and meet us all in person in Scottsdale. Because there’s nothing like getting to ask your tough investing questions of one of our analysts in person – and they’re more than happy to make themselves available after the sessions and during breaks.
The breakout sessions also provide a great opportunity to speak with our strategists personally. And they don’t mind ‘talking shop’ during the Friday-night cocktail party either! In fact, they actually relish the opportunity.
Sometimes, I think they eat and sleep investing – it’s their passion, after all.
Go here right now, before you forget about it and wait too late. Register to attend our Wealth Summit. You won’t be disappointed.
On behalf of the Investing Daily analysts, we sincerely hope to see you in Scottsdale for our 2013 Wealth Summit. If you have any questions whatsoever, don’t hesitate to pick up the phone and talk to a helpful and friendly customer care representative at 800-832-2330 or 703-394-4931.
Important Note: When you register to attend the Wealth Summit, you are eligible to deduct the entire cost of $795 from your Wealth Society membership fee – if you choose to join the Wealth Society by June 30, 2013.
You’ll be with other well-heeled investors like yourself who enjoy annual dinners with our analysts, quarterly conference calls and every single advisory service we publish – all 10 of them!
And everything’s on the Wealth Society’s website … right there at your fingertips.
As mentioned, our Wealth Society members attend their Wealth Summit every year as part of their membership. And this one time, we’re inviting you to join us.
The time could not be more crucial and the actions required more urgent. We’re living in extraordinary times, which call for extraordinary measures. We’ve learned to expect the unexpected and to protect ourselves against too much fallout.
At the Summit, we’ll explore how to protect your capital while still earning market-beating returns... plus much more.
Get registered and be sure to make your hotel reservations well before the deadline, so the discounted room rate will still be available.
I really hope to see you there and get to know you personally.
Yours in profitable investing,
Phillip A. Ash
Chairman, Investing Daily Wealth Society
P.S. If you accept my one-time invitation to attend our Wealth Summit, I think you’ll feel like this investor: “I like the Summits and will plan to attend future ones. The personal contact and comments with the editors is something that greatly adds to the written communications. When new folks have used the program and seen the benefits, they will most likely continue to be members.” ~Kenny Griffiths
Or maybe you’ll agree with our Wealth Society member Richard Jacobs: “Seriously, I wanted to thank you for putting on a terrific program. I enjoyed it very much, and more – it was very worthwhile! The programs, breakfast, lunch and the opportunity to meet one-on-one with the editors– something I had not really expected when I signed up for the Wealth Society.”
P.P.S. Our Wealth Society enjoys a 92% renewal rate. So once you join us, chances are you won’t want to leave. That’s why we want you to get to know us and some of your fellow investors who have learned to trust the Investing Daily team year after year.
Don’t delay. Check your calendar, move things around if you have to – but plan to be there in Scottsdale, Arizona on May 31 - June 1, 2013. There’s simply nothing more important to do on those two days. Go register NOW

Phil Springer is the chief investment strategist of Personal Finance, our flagship publication. He has provided authoritative leadership and guidance on investments and portfolio management for more than 30 years, as both an investment advisor and newsletter editor.
Benjamin Shepherd is a recognized exchange traded fund (ETF), mutual fund and global equities expert. Ben is the lead analyst of Global Investment Strategist, which examines top-performing investments in Brazil, Russia, India, China, Japan, Indonesia, South Korea, and other rising economic powers. He is also the lead analyst of Benjamin Shepherd’s Wall Street, which he continues writing in the spirit of his late mentor, Louis Rukeyser.
David Dittman is the chief strategist of Australian Edge, Canadian Edge, and Utility Forecaster. He is always focused on high-quality businesses, safety and yields. David is also a regular contributor to Personal Finance, Investing Daily's flagship newsletter.
Jim Fink is the chief investment strategist for Jim Fink’s Options for Income and Roadrunner Stocks. Jim's options advice consistently delivers winners about 85% of the time. And his small-cap value Roadrunner Stocks also have an 75-90% success rate. Hopelessly over-educated, Jim holds a bachelor’s degree from Yale, a master’s from Harvard, a law degree from Columbia, and an MBA from the University of Virginia.
Robert Rapier is lead analyst for The Energy Strategist. He has two decades of in-the-trenches experience in a wide range of fossil fuel and biofuel technologies, including refining, natural gas production, gas-to-liquids, ethanol production and butanol production, and along the way he's picked up five patents. Robert's articles have appeared in Forbes, The Washington Post and the Christian Science Monitor, and he recently authored a new book, Power Plays: Energy Options in the Age of Peak Oil (Apress, 2012).
Jim Pearce is the Director of Investing Daily’s Wealth Society and will be your host for the 2013 Investing Summit. He began his career as a stockbroker in 1983, and over the years has managed client investment portfolios for major banks, brokerage firms, and investment advisors. Jim has a BA in Business Management from The College of William & Mary, and a CFP from the College for Financial Planning.





