March 28-29
Tampa 2025
Summit
an OptionsANIMAL Event
Starts in
Join us in Tampa, FL
Join us at OptionsANIMAL Summit this March! You'll hear from industry leaders, attend lectures by our instructors, learn best practices, network with students from across the country, meet the OptionsANIMAL team, see exciting Tampa, and do it all in a premier hotel.
Greg Jensen
OptionsANIMAL CEO/Founder
Eric Hale
Trader Oasis Founder
OptionsANIMAL Instructor
Joe Kerner
OptionsANIMAL Instructor
Karen Smith
OptionsANIMAL Instructor
Special Guest Speaker
David Kotok
Meet David Kotok in Person
Register by February 28, 2025, and receive a free copy of The Fed and the Flu by David Kotok!
During the summit, don’t miss your chance to meet David Kotok and have your book signed during the lunch break on Friday, March 28.
Discover Insights from a Financial Visionary – David R. Kotok
We are thrilled to welcome David R. Kotok, an internationally renowned economist, author, and co-founder of Cumberland Advisors, as our distinguished guest speaker at the live event in Tampa on March 28 and 29, 2025. With over five decades of leadership in the financial industry, David’s contributions have shaped how investors, policymakers, and economists navigate the complexities of the global economy.
Why You Shouldn’t Miss This Opportunity
David Kotok is not just a seasoned expert – he’s a trailblazer who has made a lasting impact on the financial world:
Innovator in Investment Strategy: As Chief Investment Officer at Cumberland Advisors, David has pioneered modern fixed-income and risk-management strategies, helping investors achieve stability and success even in volatile markets.
Creator of ‘Camp Kotok’: This exclusive annual retreat brings together top economists, investment professionals, and thought leaders to debate the pressing financial and economic issues of our time.
Trusted Voice in Economic Policy: David is a frequent commentator in media outlets like The Wall Street Journal, Bloomberg, and The New York Times. His insights shape discussions on central bank policies, economic trends, and market dynamics.
Author of Influential Works: David’s upcoming book, The Fed and the Flu: Parsing Pandemic Economic Shocks, releases in February 2025. Grounded in centuries of historical evidence, this groundbreaking work explores how pandemics and wars shape societies and economies, offering actionable strategies to navigate today’s complex markets.
What to Expect
Prepare to be inspired by David’s unparalleled expertise, compelling stories, and forward-thinking analysis:
Gain exclusive insights from his forthcoming book, The Fed and the Flu, and learn how its findings can guide your financial decisions in today’s evolving economy.
Participate in a special book signing with David Kotok during the lunch break on Friday, March 28. Attendees who register by February 28, 2025, will receive a free copy of his new book, The Fed and the Flu.
Explore actionable strategies to help you succeed in challenging markets, with topics ranging from municipal finance to the broader implications of COVID-19 on global markets.
Join Us to Gain Exclusive Insights
David Kotok’s presence at this event offers an unmatched opportunity to hear directly from one of the most respected voices in the financial industry. Whether you’re an investor, financial professional, or simply curious about the forces shaping the global economy, this is your chance to learn from a true visionary.
Secure your spot today and be part of this transformative experience in Tampa!
Greg Jensen
Founder, OptionsANIMAL
Presentations:
Collar Trade Essentials – A proven strategy for reducing risk and maximizing returns.
My Three Best Trading Ideas – Right Now – Greg’s top market plays for today’s conditions.
Greg is the founder of OptionsANIMAL and a leading voice in options trading education. His expertise in risk management and advanced trading strategies has helped thousands of traders achieve success.
Eric Hale
Founder, Trader Oasis & Senior Instructor, OptionsANIMAL
Presentations:
Exploding Unicorns – A unique trade setup offering high return, low risk, and high probability.
My Three Best Trading Ideas – Right Now – Eric’s favorite setups in today’s market.
As the founder of Trader Oasis and a Senior Instructor at OptionsANIMAL, Eric specializes in uncovering powerful, high-probability trade setups that challenge conventional market assumptions. His expertise in options trading and market psychology makes him a highly sought-after speaker and educator.
Karen Smith
Senior Instructor, OptionsANIMAL
Presentations:
Covered Call Lite: Tastes Great – Less Filling – A refined covered call approach to help traders hedge high-priced stocks and generate income.
My Three Best Trading Ideas – Right Now – Karen’s top trades in the current market.
Karen specializes in simplifying complex strategies, helping traders of all experience levels gain confidence in their investments.
Joe Kerner
Senior Instructor, OptionsANIMAL
Presentations:
A Theta-Positive Stock Replacement Strategy – Using long calls and short calls to create a positive theta trade while maintaining bullish exposure.
My Three Best Trading Ideas – Right Now – Joe’s top market setups for maximum returns.
Joe’s expertise lies in structuring option trades that maximize efficiency and profitability while managing risk.
📢 Summit Agenda Overview
Friday, March 28, 2025
📍 DAY 1 Check-In: 7:30 AM
Kickoff & Welcome (Greg Jensen) – 8:00 AM
Collar Trade Essentials (Greg Jensen) – 8:15 AM
Covered Call Lite: A Smarter Income Strategy (Karen Smith)
Keynote: The Fed and the Flu (David Kotok)
📚 Book signing opportunity for early registrants!
Market Maker Insights for Retail Traders (Kevin "Lex" Luthringshausen)
Weekly Market Wrap & 2025 Outlook (Panel: Greg, Karen, Joe, Eric, Lex, & David Kotok)
⌛ Day 1 Wrap-Up: 4:30 PM
Saturday, March 29, 2025
📍 DAY 2 Doors Open: 7:30 AM
Morning Kickoff (Greg Jensen) – 8:00 AM
The Real Risks of Debt Ceiling Games (David Kotok)
Trader Oasis – A Retail Trader’s Haven (Greg Jensen & Eric Hale)
Theta-Positive Stock Replacement Strategy (Joe Kerner)
Exploding Unicorns: A Unique High-Probability Setup (Eric Hale)
My Three Best Trading Ideas – Right Now (Sessions with all instructors)
⌛ Final Adjournment: 4:15 PM
Why Attend?
The OptionsANIMAL Summit is your chance to connect directly with some of the world’s most knowledgeable investment coaches, gaining priceless insights and strategies to elevate your financial journey. It’s more than an educational event—it’s a vibrant community of enthusiastic learners and investors, exchanging ideas that can spark meaningful professional and personal growth.
This year, the summit takes place in the lively and historically rich city of Tampa, offering the perfect blend of top-tier investment education and an enjoyable destination. Attendees will walk away with actionable best practices, cutting-edge industry insights, and the confidence to enhance their investment strategies. Whether you’re looking to network, refine your skills, or find fresh inspiration to proactively grow your retirement portfolio, this summit delivers both immediate takeaways and lasting value for your financial future.
Pricing
Members Price - $300
Join us for the OptionsANIMAL 2025 Tampa Summit and gain invaluable insights to elevate your financial strategies. Your ticket includes everything you need for a rewarding and seamless experience:
In-Person Attendance – $300
Access to all summit sessions featuring top-tier investment coaches and speakers.
Event notes and on-demand recordings of every session to revisit key takeaways at your convenience.
A copy of David Kotok’s latest book, The Fed and the Flu, included with your registration if you sign up by February 28, 2025.
Complimentary internet access throughout the event.
Continental breakfast and afternoon snacks to keep you energized.
If you’re unable to attend in person, a live stream option is available. Contact us for details about accessing the event from home.
Please note: The ticket price does not include hotel accommodations or travel expenses. A discounted room block is available for attendees at the Westin Tampa Waterside Hotel.
Westin Tampa Waterside
725 South Harbour Island Boulevard,
Tampa, Florida, USA, 33602
Nestled along Tampa's vibrant waterfront, The Westin Tampa Waterside offers a serene retreat just steps away from the Tampa Convention Center and popular attractions like the Florida Aquarium and Amalie Arena.
Guests can unwind in recently renovated rooms featuring modern furnishings, flat-screen TVs, and complimentary Wi-Fi.
The on-site Blue Harbour Eatery + Bar serves fresh seafood and handcrafted cocktails in a scenic setting.
Additional amenities include a fully equipped fitness center and an outdoor pool, ensuring a comfortable and convenient stay for both business and leisure travelers.
Travel & Parking Information
Getting Here
Airport: We recommend flying into Tampa International Airport (TPA, located approximately 20 minutes from the Westin Tampa Waterside Hotel.
Parking
On-site parking is available at the hotel for
$50/day
Transportation Options
Rideshare Services: Uber and Lyft are readily available at Tampa International Airport and throughout the city.
Taxis: Taxi services are available at designated airport pick-up areas and hotels.
Public Transit: The Hillsborough Area Regional Transit (HART) system provides bus services throughout Tampa.
Rental Cars: Rental car services are available at Tampa International Airport.
FAQ'S
What is the OptionsANIMAL Summit?
A unique event where expert coaches share actionable investment strategies, and attendees network with like-minded individuals.
When and where is it?
March 28-29, 2025, at the Westin Tampa Waterside Hotel, located along Tampa’s vibrant waterfront.
How much does it cost to attend?
Tickets are $300 and include summit sessions, notes, archives, a copy of David Kotok’s book, internet, breakfast, and snacks.
Why is there a fee to attend?
The ticket fee ensures we can cover rising costs and continue delivering high-quality summits. With a value of over $2,500, the $300 ticket offers incredible value.
Can I bring a guest?
Yes, but all attendees, including guests, must purchase a ticket to ensure access to event materials and sessions.
Is there a live stream option?
Yes! The live stream option will be available for purchase directly inside the OptionsANIMAL member site. When it becomes available, a banner will appear on the members' home page with all the details.
Are hotel accommodations included?
No, hotel accommodations are not included in the ticket price. However, we’ve secured a discounted room block at the Westin Tampa Waterside Hotel for attendees. Once you’ve purchased your ticket, you’ll receive a confirmation email with a link to reserve your room. Be sure to book by March 7, 2025, to take advantage of the special rate.
Are meals provided?
A continental breakfast and afternoon snacks are included. Lunch and dinner are not provided.
Can I cancel my registration?
Refunds are available up to 14 days before the event. Cancellations within 14 days are eligible for a 50% refund or can convert to live stream access.
Can I transfer my ticket?
No, tickets are non-transferable. All attendees must register individually.
What happens if I don’t show up?
No-shows will have their tickets converted to live stream access. Refunds are not available for non-attendance.
What’s included in the ticket?
Access to all sessions, notes, archives, a copy of David Kotok’s book, internet, breakfast, and snacks.
Who will be speaking?
David Kotok, along with expert instructors from OptionsANIMAL and Trader Oasis. Additional topics and details will be announced soon.
Can I record the sessions?
No, recording is prohibited. Attendees will receive detailed notes and archives to review after the event.
How do I get to the event venue?
The event will be held at the Westin Tampa Waterside Hotel, located at 725 South Harbour Island Boulevard, Tampa, Florida, USA, 33602. For those flying in, we recommend using Tampa International Airport (TPA), which is approximately 20 minutes from the hotel.
Is parking available at the venue?
Yes, on-site parking is available at the Westin Tampa Waterside Hotel for
$50 per day.
Space is Limited!
We aim to accommodate as many attendees as possible, but seating is limited and may fill up quickly. To secure your spot, we recommend registering and booking your accommodations as soon as possible!
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