The Road to Denver: Denver Loves Money, Denver Loves Fun!

Join us May 28-29, 2015, for the annual Investing Summit

To our valued Investing Daily friends:

How much higher can we go?

In 2014, the U.S. Stock Market finally completed a recovery that began five years earlier in the wake of the “Great Recession,” with all the major market indexes reaching new all-time highs. And like the majestic Rocky Mountains that will serve as the backdrop to our Summit in 2015, we now ask ourselves the same question that the very first explorers asked when confronted with these new heights: What’s on the other side?

Will it be barren wasteland such as that found in the desert Southwest, or will it be the verdant forestlands of the Pacific Northwest?

Join Jim Fink, Robert Rapier, Phil Ash, Richard Stavros, and the rest of us Investing Daily analysts in Denver, Colorado—the “Mile High City”—for an eagle’s-eye view of the global financial markets and expert advice from our team of analysts on how you can profit from them.

With Quantitative Easing behind us and the 2016 presidential election in front of us, like Denver we are now positioned next to the Continental Divide of economic upheaval.

And like those hearty pioneers who traversed these peaks in search of fortune, knowing which path to follow can make all the difference.

Let’s travel together,

Jim Pearce
Wealth Society Director


Long-time attendees explain what the Wealth Society means to them and why the annual Summit is their favorite investing event:


Richard Stavros, Jim Pearce, Phil Ash, and Robert Rapier -- in the minutes before the 2014 Investing Summit began

Thursday, 5/28/15 - Day 1 of Summit. “Denver Loves Money” Day

A full day of Summit presentations and breakout sessions ends at 4:15 p.m., followed by an evening cocktail reception. Summit presentations will be held at the University of the Rockies, 1201 16th St., Suite 200, on the dynamic 16th Street Mall with free hop-on, hop-off shuttle bus service.

8:15 – 8:30
Pre-Summit “President’s Circle” Roundtable registration
8:30 – 9:30
Pre-Summit “President’s Circle” Roundtable
9:30 – 9:45
Remaining Summit registration
9:45 – 9:50
Welcome to “Denver Loves Money” Day
9:50 – 10:00
Welcome to the University of the Rockies
10:00 – 10:45
The Energy Strategist presentation
10:45 – 11:30
Pacific Wealth presentation
11:30 – 11:40
Transfer to Breakout classrooms
11:40 – 12:10
Breakout session 1
12:10 – 1:30
Analysts and Attendees mingle during lunch on your own in small groups
1:30 – 2:00
Breakout session 2
2:00 – 2:30
Breakout session 3
2:30 – 2:45
Refreshment break, transfer back to Leadership Room
2:45 – 3:30
Canadian Edge presentation
3:30 – 4:15
Options for Income presentation
Close for the day
Evening cocktail reception in Gold Vault. Registered Attendees are welcome to bring one guest at no charge
Analysts and Attendees mingle during dinner on your own in small groups

Time for fun with Richard and Igor Greenwald

Friday, 5/29/15 - Day 2 of Summit. “Denver Loves Fun” Day

Morning and afternoon Summit presentations and breakout sessions, followed by dinner together at the Wynkoop Brewery.

Welcome to “Denver Loves Fun” Day
8:30 – 9:15
Personal Finance presentation
9:15 – 10:00
Healthcare Investing presentation
10:00 – 10:45
Global Income Edge presentation
10:45 – 11:00
Refreshment break, transfer to Breakout classrooms
11:00 – 11:30
Breakout session 4
11:30 – 12:00
Breakout session 5
12:00 – 1:30
Lunch on our own in small groups. Analysts mingle with members
1:30 – 2:15
Investor Psychology presentation
2:15 – 3:00
Utility Forecaster presentation
3:00 – 3:15
Refreshment break
3:15 – 4:00
Roadrunner Stocks presentation
4:00 – 4:45
MLP Profits presentation
4:45 – 5:00
Closing of conference
6:00 – 10:00
Analysts and Attendees mingle during dinner together at Wynkoop Brewery. Registered Attendees are welcome to bring one guest at no charge. Concluding remarks at 7pm. Billiard tables, darts available after dinner. Beverage service continues until 10pm.

Wealth Society members visit with Jim Fink at the 2014 Investing Summit

Tentative groupings for the 5 breakout sessions – Attendees will be assigned to one of five small tables; Analysts will move from table to table as the Summit progresses.

Table 1:
Jim Fink
Table 2:
Ari Charney
Table 3:
Robert Rapier and Igor Greenwald
Table 4:
Jim Pearce
Table 5:
Richard Stavros

“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.”

- Richard J.


At the 2015 Investing Summit, you’ll enjoy quality time with the Analysts. The written words that you read all year will come alive as the Analysts make formal presentations and relax with you at the Gold Vault cocktail reception and Wynkoop Brewery dinner.

These investing gurus help make the Investing Summit a truly special and memorable event.

Jim Pearce

Wealth Society Director

Jim Pearce

Jim Fink

Options Guru

Jim Fink

Deon Vernooy

Canadian Mountie

Deon Vernooy

Martin Hutchinson

Pacific Scout

Martin Hutchinson

Robert Rapier

Elite Energy Specialist

Robert Rapier

Richard Stavros

International Income Expert

Richard Stavros

Igor Greenwald

Master of Limited Partnerships

Igor Greenwald

Ari Charney

Mighty Yield Hunter

Ari Charney


While you’re at the Summit, which hotel will suit you best? Which suite is sweetest? All of these properties are within a one-block walk of the free 16th Street hop-on, hop-off shuttle bus service.

Hotel Monaco, 1717 Champa Street, Denver, CO 80202.

Denver Loves Fun!

Lobby at Hotel Monaco Denver

Investing Daily staff will stay Wednesday, Thursday and Friday nights at the Hotel Monaco. Alane the Summit Sherpa checked it out for one night in June 2014 and found it both luxurious and entertaining.

The lobby has a manly, Western theme. Its ceiling is beyond fabulous. The rooms are very comfortable and clean. The Monaco has welcoming touches like a Yoga Turndown Service and free chair massages during the complimentary wine hour, 5:00-6:00pm daily. In the event that you miss your pet, the goldfish happily swimming in every room will be a comfort!

The Monaco won the Condé Nast 2013 Reader's Choice Award and was voted one of the Top 10 hotels in Colorado and Utah.

The buildings in which the hotel is housed have historic origins: the Railway Exchange Building dates to 1917, and the Art Moderne Title Building dates to 1937.

Alane was able to secure a 10-room block for Investing Summit Attendees at $189/night. These 10 rooms will obviously go quickly as they are first-come, first-served under the name of “Investing Daily.” Choose the Monaco if Fun! is most important to you.

Colorado National Bank, now known as the
Renaissance Downtown Denver City Center Hotel; 918 17th Street, Denver, CO 80202.

Denver Loves Money!

Lobby at Colorado National Bank

Directly across 17th Street from the Hotel Monaco is the former Colorado National Bank building. Our Thursday cocktail party will be held in the Gold Vault, which is in the right of this photo.

Originally built in 1915, the CNB was constructed in an area once deemed “The Wall Street of the Rockies,” due to Denver’s dominance as the business capital of the Rocky Mountain West.

The Denver Post proposes that this lobby is the most beautiful room in Denver … and Alane can personally vouch for its jaw-dropping grandeur. When she visited in June 2014, staff led her on a tour of the lovingly preserved details. Hallways leading to the rooms are full of charming photos of the old CNB days. The rooms themselves are comfortably appointed.

Choose the Colorado National Bank if Money! is most important to you.

Two other hotel options:

The Westin Denver Downtown, 1672 Lawrence Street, Denver, CO 80202.

Located in the Tabor Building with our University of the Rockies meeting rooms, you can’t beat the convenience of staying at the Westin Denver Downtown. Alane did not personally inspect this property, but U of R staff recommends it highly.

The Magnolia Hotel, 818 17th Street, Denver, CO 80202.

The Magnolia is the top recommendation of Alane’s dear friend in Denver, Becki. Becki has excellent taste, a sense of humor, and a mid-range budget, and she knows a good value when she sees it!

“In the bright, shiny world of tech startups, the Denver-Boulder area has what’s called an ecosystem ... It’s an infrastructure: venture capitalists, seasoned mentors, and an influx of entrepreneurs brought together by a throb of ideas and ambition.”

- L. B. Koehler


This year, we’ll try something a little different regarding the Summit venues. Instead of trying to make a hotel fulfill our every need – that doesn’t always work out as well as we’d like – we’ll let each kind of service provider do what they do best.

We’ll sleep at hotels, eat at restaurants, and give formal presentations in state-of-the art meeting rooms. The various venues are all are within an easy walk of each other and are also close to the free 16th Street hop-on, hop-off shuttle bus service.

Presentations and breakout sessions during the 2015 Summit will take place at the University of the Rockies at 1201 16th Street – inside the prestigious Tabor Building right on the 16th Street Mall in the heart of Denver’s dynamic downtown. Alane the Summit Sherpa toured the facility in June 2014 and was much impressed by the up-to-date, clean styling, the university-quality room arrangements, and the perfect location. View video

To find our meeting rooms, walk or hop off the MallRide shuttle at the corner of 16th Street and Lawrence. Enter the Tabor building at the northeast corner ... and say hello to Investing Daily staff! The Summit presentations will take place in the Leadership Rooms.

We are pleased to accept the University of the Rockies as a sponsor for the 2015 Investing Summit!


The University of the Rockies provides high-quality, accessible learning opportunities globally for diverse groups of individuals seeking preparation for life goals, professional practice, service, and distinguished leadership.

10 Fun Things to Do in Denver

16th Street Mall – Renowned architect I.M. Pei designed this gray-and-pink granite pathway to resemble the pattern of a diamondback rattlesnake. Stroll down the mostly pedestrian promenade and you’ll enjoy a cornucopia of restaurants, shops, street performers, and historical sites. Hop on and hop off the free shuttle bus as the spirit moves you, or just take a chair in the median and watch Denver’s best go by.

Buffalo Bill Museum (in nearby Golden, CO) – Buffalo Bill Cody’s exciting story as Pony Express rider, army scout, buffalo hunter, and showman comes to life at the Buffalo Bill Museum & Grave, high atop Lookout Mountain. You’ll enjoy views of the snowcapped Rockies in one direction and the Great Plains in the other. For those with strong nerves, drive to the museum on the hairpin Lariat Loop Drive ... then continue to I-70, exit 250, to see a live herd of buffalo.

The Colorado State Capitol building – Take a free tour of this magnificent edifice and you’ll see three mile-high markers, Allen Truewater murals, Women's Gold Tapestry, Colorado General Assembly Chambers, and the Rose Onyx wainscoting. It’s a tour of Colorado history as much as of a working seat of governance. Alane took this tour years ago and still chuckles at the reason Colorado’s state bird is the lark bunting: Thrifty legislators realized that their printing costs would be lower if they chose a bird with black-and-white feathers!

Coors Brewery Tour (in nearby Golden, CO) – See and taste traditional brewing in the Rocky Mountains! The brewery experience includes a 30-minute self-paced tour through the malting, brewing, and packaging processes; sampling of Coors fine products in the hospitality lounge; and shopping in the Coors & Co. gift shop. Samples are limited!

The Denver Art Museum – Not only is this a beautiful space with exciting exhibits, the main-floor ladies room is Alane the Summit Sherpa’s favorite ladies room on entire planet Earth. Ask her why if you’re not allowed in yourself. The museum’s unofficial motto is: “DAM! That’s a fine art museum!”

The Denver Mint – You have to reserve long in advance, but this very popular tour is worth it.

The Denver Museum of Nature and Science – From stunning prehistoric fossils to an exploration of outer space, this museum has it all. The Gates Planetarium is one of the most sophisticated planetariums in the country.

Larimer Square – Probably the loveliest evening spot in Denver. Excellent restaurants with indoor and outdoor seating abound. Tony shops sell everything from retro fashion to doggie delights.

Mount Evans Scenic Byway – A thrilling adventure with spectacular views of, well, everything! The byway climbs more than 7,000 feet in just 28 miles, reaching an altitude of 14,264 feet. TripAdvisor rates this spectacular drive as #2 of 139 Denver attractions. Reviews include, “This is an exciting and terrifying drive to the top! Awesome vistas all around, until you get into the clouds” and “Be prepared for no guard rails and for some seriously tight turns and switchbacks. Also, wear your woollie because it is cold and windy. We were there the first week in July and there was still snow on the mountains!”

Tea at the Brown Palace – Sip your tea where the fashionable Denver luminaries meet! The Brown Palace opened its doors in the heart of downtown Denver on Aug. 12, 1892, and it has remained open and welcomed guests to its gorgeous lobby every minute of every day since. From noon – 4:00 p.m. daily, tea pastries and sandwiches are artfully served with real Devonshire cream shipped directly from England.

Reserve Your Spot Today!