In Order of Appearance

Peter Schultz

Publisher, Educator and Chief Strategist of the Winning Secret

Peter has been showing self-directed investors how to trade successfully since 1996 and is a nationally known speaker on options trading, the author of Passage to Freedom, The Options Success Trading Package, The Winning Secret Trading Package, The Explosive Profits Package and The Greatest Options Strategies on Earth. He has also written several important short reports on innovative options techniques and is a popular guest on radio and television talk shows pertaining to trading and the financial markets.

As the main speaker and facilitator of the event, Peter will be presenting two programs–market cycle forecasting to help determine turning points in the market going forward, and advanced cashflow strategies to take advantage of them.

Dr. Keith Wade

Finance Professor, Professional Trader and Head Mentor

Dr. Wade holds two separate Ph.D.’s in finance and teaches for several prestigious universities through their online programs–including hallowed midwestern ivy-leaguer Purdue in Indiana.

And before that, he helped manage and guide the finances of Fortune 500 companies including behemoths Pitney Bowes and Ford.

That’s a good field of study if your plan is to make money from the stock movement of publicly traded companies–and even better if you want to use derivatives–like options or futures–to juice your returns.

Dr. Wade is very good at what he does–which is why he is also the head mentor for our coaching programs at Cashflow Heaven Publishing.

Dr. Wade will be speaking on the compelling power of seasonality to generate bigger, dependable and repeatable trading profits.

Dorian Punj

President and CEO of Ellevity Capital

Dorian Punj has over 30 years of experience in designing, testing and trading various options strategies. He received a Bachelors degree in Computer Science from M.I.T. in 1973 and a Masters degree in Business Management from M.I.T. in 1974.

While at M.I.T. he studied option pricing and investment techniques and subsequently developed his own exceptionally effective strategies.

He also founded the Insultec Group in 1987–a successful and expanding global industrial construction firm.

Until recently Mr. Punj has managed and traded only the investments of his family and family trusts–but he has now opened up his proprietary investment management techniques to select managed accounts.

Harry S. Dent Jr.

Demographic Analyst, Trend Forecaster and Best Selling Author

Bestselling Author and Renowned Economic Forecaster Harry S. Dent, Jr., has observed economic trends for decades–as he first demonstrated in his bestselling 1992 classic The Great Boom Ahead, where he stood virtually alone in accurately forecasting the unanticipated boom of the 1990s. Harry has developed unique analytical techniques that allow him to predict an economic trends timing and impact.

He is also the founder and President of the H. S. Foundation whose mission is “Helping People Understand Change”. Using exciting new research, developed from years of hands-on business experience, Mr. Dent offers a refreshingly practical and understandable view of the future.

Mr. Dent received his MBA from Harvard Business School, where he was a Baker Scholar and was elected to the Century Club for leadership excellence. Since 1988 he has been speaking to executives around the world. He has appeared on “Good Morning America”, PBS, CNBC, CNN/FN, and has been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, US News and World Report, Business Week, The Wall Street Journal, American Demographics, and Omni.

Douglas MacLellan

Chairman of the Board and Secretary eWellness (EWLL)

Mr. MacLellan co-founded eWellness in 2013 and serves as the Chairman of the Board and as the company’s Secretary.

Since founding the company EWLL has benefited from MacLellan’s over 26 years of senior-level international executive business experience in a broad range of industries including financial information, pharmaceuticals, telecoms, software, consumer products, and IT industries.

Doug has been responsible for much of the strategic development for the company,  its corporate governance and obtaining the financing necessary to keep eWellness growing and viable.

As such he’ll be a valuable resource showing us the current growth path of the company, the scale of existing contracts and the company’s projected growth going forward.

David Markowski

Chief Financial Officer eWellness Corporation (EWLL)

David Markowski is co-founder of eWellness Healthcare Corporation and has been its the Chief Financial Officer since May 2013 and served as its Treasurer.

Mr. Markowski has over 30 years of senior financial executive experience with particular expertise in the field of start-ups and new capital formation for publicly traded companies.

Mr. Markowski is in a unique position to give us the history, prospects, challenges and potential of eWellness now and into the future. Considering the contracts the company has been bringing on recently this will be a particularly good time to hear what one of the founders and company’s Chief Financial Officer has to say.

Ronald P. Erickson

Chief Executive Officer Know Labs (KNWN)

Ron has been working for years developing his light and radio wave frequency identifiers–with an impressive 12 patents and another 21 pending. The applications for this technology are many–but the one that started focusing most is a non-invasive blood glucose monitor so diabetics never have to prick their fingers to draw blood again.

Imagine what that would mean if your child had diabetes–or if you had it?

Ron will be speaking to us about the progress the company has made and their goals and plans for 2019 and beyond. This has been our top performing investment so far which tells us something about the need for what they are offering.

Come hear Ron speak–and if we are lucky there may even be an opportunity to get in on their second round for those in attendance.

Roberto Corretjer

Attorney, Founding Partner Omnia Economic Solutions

Corporate attorney, businessman, and social entrepreneur, Roberto brings his extensive corporate structuring experience to investors and high net-worth individuals.

That could include you in the very near future.

Most people work and invest their entire lives to create a tax problem–it’s the kind of problem to have–but Roberto has spent much of his career solving them.

There are some pretty impressive benefits to living part of the year in Puerto Rico and this trip will give you a great chance to check out the island to see if it might be right for you.

Puerto Rico, has near perfect weather year round, and is surrounded by unspoiled beaches and boasts the United States’ only rainforest. However, beyond its natural wonders, this US territory offers investors the most competitive jurisdiction in the US–and perhaps the world.

Though fully under the American flag, with all the protections afforded by the US Constitution, the US postal service, the US banking system, as well as Federal law-enforcement agencies, high net worth residents who move here enjoy some unparalleled benefits.

Over lunch Roberto will be explaining what those are–and I think you’ll be impressed. And that’s particularly true if our 1000% Return investments do even half of what we think they will.

Patrick Moynihan

Chairman and CEO of Blockchain Industries Inc.

As Chairman & CEO of Blockchain Industries, Patrick focuses on investments across the blockchain ecosystem with three separate managed funds differentiated by risk and scope. Plus the company’s projects include mining, large block trades. Prior to joining Blockchain Industries, Moynihan was Managing Member at Ithaca Partners and was an early investor in Evolv Fund, a Silicon Valley venture capital firm–so he has a good idea of what it takes to get a new venture off the ground.

The entire blockchain space ran into headwinds this past year with the downward adjustment in price since January–but Patrick has been working hard to take advantage of this lull by picking up key blockchain assets at firesale prices.

This is a must-see presentation for any investor in the company and anyone interested in investing in blockchain in general. Patrick will be detailing the company’s strategy, tactics and projects going forward.

Aaron Itzkowitz

Chief Executive Officer Jinglz

Aaron has extensive experience in technology management and in growing traditional and start-up businesses to profitability. Prior to must-see, Aaron led Successories.com and its subsidiaries as CEO, President and COO. In 2014, he sold a division of the company at a substantial gain for the investors.

He has launched companies and also worked as a business consultant for small to Fortune 100 companies to increase revenue, implement cost-cutting programs and guide manufacturing and technology expansion.

Aaron has a tremendous vision for Jinglz with contracts and development already in place for substantial growth in 2019–and he’ll be sharing the details and his vision for the company going forward.

Bill Lickson

Chief Operating Officer Jinglz

Bill Lickson brings a wealth of contacts and experience to Jinglz as he’s spent the past 20 years at the forefront of the digital advertising revolution.

He was the Director of Interactive Strategy for the Zimmerman agency–one of the the largest and most successful ad agencies in the country. And more recently he served as President of Strategic Media Arts specializing in digital video advertising–the fastest growing ad sector in the US.

As such he knows what ad buyers want and has strategically modified the Jinglz business plan to make it extremely attractive for new advertisers.

Bill will be sharing his plan for the company and how they are parlaying Jinglz proprietary technology into the expanding digital video sector.

Christopher Roberts

Chief Financial Officer Quantum Computing Inc (QUBT)

Mr. Roberts brings more than 30 years of experience in public and private corporate finance and government contracting to Quantum Computing.

He has served as the President & CFO of Systems Made Simple (now a subsidiary of Leidos), Integral Systems (now a subsidiary of Kratos) and Pearson Analytic Solutions (now a subsidiary of General Dynamics).

Mr. Roberts is an expert with financial experience in accounting, financial reporting as well as M&A integration. Mr. Roberts has a law degree from the University of Virginia Law School and a B.S, in Electrical Engineering and an M.B.A., both from the Massachusetts Institute of Technology.


Douglas Cole

Chief Executive Officer Oroplata dba LithiumOre (ORRP)

Mr. Cole, age 62, has extensive experience leading successful firms and his primary focus with Lithium Ore is the establishment of a low-cost, long-life proved production base to supply the rapidly growing and currently flourishing lithium-ion battery industry for both mobile devices and laptops, as well as the burgeoning EV (electric vehicle) industry.

Mr. Cole is an established executive with extensive experience worldwide in project due diligence, development, strategic planning, marketing, and project financing. He has successfully managed high technology and clean technology firms, holding senior and executive management positions.

He has been a Partner with Objective Equity LLC since 2005, a boutique investment bank focused on the high technology, data analytics and the mining sector giving him a compelling background to lead Lithium Ore.

From May 2000 to September 2005, he was also the Director of Lair of the Bear, The University of California Family Camp located in Pinecrest, California.

During the period between 1991 and 1996 he was the CEO of HealthSoft and he also founded and operated Great Bear Technology, which acquired Sony Image Soft and Starpress, then went public and eventually sold to Graphix Zone.

In 1995 Mr. Cole was honored by NEA, a leading venture capital firm, as CEO of the year.

We’re looking forward to any guidance Doug can provide us on where Lithium Ore is heading, the progress they’ve made so far and what the immediate and long-range future or Lithium Ore holds for investors.