Get market insight from industry professionals
Elevate your trading to the next level. Hurry… seats are limited!
Let industry professionals and strategists show you how to seize on today’s market opportunities. Attend this exclusive event for valuable market insight.
Get new trading ideas
Discover new ways to manage your portfolio from top market strategists and options professionals.
For Palo Alto TradeSchool attendees only – open an OptionsHouse account and get:
Open and fund a new Individual, Joint, or IRA OptionsHouse account with a minimum of $5,000 to receive these special offers. *Offer applies for registrants of TradeSchool Palo Alto. Other trading and account fees may apply. Terms & Conditions
Complimentary Breakfast and Lunch
Coffee and bagels will be provided in the morning during registration hour and lunch will be provided at 12:15 p.m.
On the day of the event, register at the OptionsHouse booth for a one-on-one consultation from a coach to help you with your own trading strategy or educate you on the tools that will work best for you.
Greg Jensen is the founder and CEO of OptionsANIMAL, as well as an options investor, speaker, and author. His book, “Spread Trading – An Introduction to Trading Options in Nine Simple Steps,” focuses on giving investors the tools and knowledge to put the odds of success in their favor.
Greg has trained thousands of people from all corners of the world to be successful in any market condition. His innovative and cutting edge education can help both beginner and advanced traders improve their results. Helping his students turn their financial positions around and create financial freedom has been one of Greg’s most rewarding experiences in life.
Greg actively manages the hedge fund OA Capital Partners. He earned his degree in business management, with an emphasis in finance, from Utah State University. He’s written for a long list of investment publications, including: Forbes Inc., tradeMONSTER®, optionMONSTER®, OptionsXpress, Active Trader Magazine, Reuters, Wiley Trading and other like publications. Greg currently resides in Saratoga Springs, Utah with his wife and three children.
Chief Investment Strategist – OptionsHouse
Steve Claussen is the chief investment strategist for OptionsHouse. A 30-year trading career in the derivatives industry took him to multiple continents before landing him back in Chicago at OptionsHouse. Steve began his trading career trading futures on the floor of the Chicago Board of Trade and progressed to the Chicago Board Options Exchange as head market maker for O’Connor and Associates, LLC, trading in the SPX and OEX option trading pits.
Steve spent five years overseas in Tokyo and London as executive director head of trading for Swiss Bank Corp, focused on Asia Pacific derivative products. After returning to the U.S., Steve was managing director at Wachovia Securities, LLC, as head of derivatives trading. In 2005, he came to PEAK6 Investments, L.P., a proprietary equity options trading firm and the founding company of OptionsHouse. Steve joined OptionsHouse in 2008, which was purchased by global growth investor General Atlantic in 2014.
Adjunct Professor of Finance, DePaul University
Mr. Shellady has a broad and strong range of technical and trade experience in both commodities and financial products in the three main geographies of North America, Europe and Asia.
From 1990 to 1993, after graduating with a finance degree from the University of Colorado, Mr. Shellady was the European Managing Partner of Prime International Trading London, a proprietary options trading group based out of Chicago. He built the group up to one of the largest options proprietary trading firms on the London International Financial Futures Exchange (LIFFE) and was responsible for all aspects of firm management, from risk controls to regulatory reports.
In 1993, Mr. Shellady built a similar group for Muirpace Ltd. as a board member and Director, which was sold and merged into Speer Leeds in 1995. Mr. Shellady was then retained by Deutsche Bank AG as an Associate Director to revitalize their options execution on the floors of London and any open-outcry exchange staffed by Deutsche personnel in Europe.
In 1998, Mr.Shellady was hired by The Industrial Bank of Japan – Aubrey G. Lanston Futures to become the Managing Director of their London futures operations overseeing all aspects of the futures division of a large international investment bank.
During this same period, Mr. Shellady was helping to get patsystems plc off the ground as a technology company for electronic futures trading. Mr. Shellady was the first shareholder after the founder and committed time and resource from 1996 to 2000 when he was named Chief Operating Officer for a listing in March of that year on the London Stock Exchange raising over $100 million US Dollars leading to a $400 market cap.
After 11 years in London, Mr. Shellady returned to Chicago to run a small family futures and options business that was started over 50 years ago.
Currently, Mr. Shellady spends his time as an adjunct finance professor of Finance at DePaul University and as an SVP at TJM Brokerage in Chicago where he can frequently be seen wearing his trademark ‘Cow Jacket’ on CNBC, Bloomberg, CNN and Fox Business News. Mr. Shellady currently resides in Chicago, IL. He is a citizen of both the U.S. and European Union.
Senior Market Analyst, optionMONSTER
David Russell is optionMONSTER’s senior market analyst, creator of our researchLAB service and host of Market Action. He draws on a diverse background covering stocks, emerging markets, credit, currencies, economics and options to help clients discover opportunities and plan investments. Mr. Russell previously worked at Bloomberg News and CNBC.
Manager, Active Trader Sales, OptionsHouse
Robert Chapdelaine joined OptionsHouse in 2015 to manage the Active Trader Consultant group. In Robert’s current role he helps support OptionsHouse’s clients by providing them with education around the firm’s platform and analytics, as well as helping them learn new strategies using technical analysis, futures and options. Prior to joining OptionsHouse Mr. Chapdelaine spent 8 years at E*TRADE Financial, where he covered the Northern California region for the firm’s Active Trade Consultant group. He graduated from Sophia University in Tokyo, Japan with a BA in international relations and political science and holds the Series 3, 4, 7, 24, 55, and 63 licenses.
Event Day Details
Sheraton Palo Alto Hotel
625 El Camino Real
Palo Alto, CA 94301
Registration begins at 8 a.m., Sessions begin at 9 a.m. and the event will conclude at 5 p.m.
Invite your Friends
Tell your friends to register soon – seats are limited!
Attendance is limited to the first 150 registrants.
By registering for this event, you agree to OptionsHouse’s Terms and Conditions.
OptionsHouse is separate from but affiliated with optionMONSTER. Both are subsidiaries of Aperture Group, LLC. Brokerage products and services are offered and provided by OptionsHouse. OptionsHouse is a FINRA-registered broker-dealer and member of SIPC and NFA. OptionsANIMAL is a separate and unaffiliated company. The views expressed by the presenters are not the views of OptionsHouse. Reference to specific securities should not be construed as a recommendation to buy or sell that security. Specific securities may be mentioned for informational purposes only. All investments involve risk, and the past performance of a security, industry, sector, market, financial product, trading strategy, or individual’s trading does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. I understand that OptionsHouse will be taking pictures of the TradeSchool event, and it may use those pictures to advertise future events. Since I am attending the seminar, I understand that my likeness may be captured in those pictures. I hereby authorize OptionsHouse to use my likeness on its website, in emails, or in other publications, and I agree that any photograph with my likeness will become the property of OptionsHouse.