June 12, 2025
New York Stock Exchange
Join us for CNBC Pro’s exclusive, live, in-person event where you’ll get to access CNBC’s industry-leading experts and analysts who will share actionable ideas and investable strategies in the heart of Wall Street – the New York Stock Exchange!
You will experience three unique, customized CNBC Pro Clinics hyper-focused on specific areas of investing interest and get the PRO Tips you need to refine your investing skills. These clinics will feature exciting, up-close instruction and real-time Q&A with our experts covering strategies such as charting, stock-picking, stock analysis, and looking ahead to the next investment trends.
You will also have a front-row seat to a special edition of CNBC Pro Talks featuring one of the smartest minds on Wall Street, followed by an opportunity to network with CNBC experts and talent during an exciting cocktail hour on the trading floor of the New York Stock Exchange. Plus, take home exclusive CNBC Pro LIVE swag!
Daniel Ives is Global Head of Technology Research, Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities since 2018. Dan has been a tech analyst on Wall Street for over two decades covering the software and the broader technology sector. He spent the first few years of his career as a financial analyst at HBO and then received his MBA in Finance before becoming a globally known technology equity research analyst and Managing Director with FBR Capital Markets for 16 years, focusing on the enterprise software/hardware sectors including cyber security, cloud computing, big data technology, and the mobile landscape. A major area of his research focus is electric vehicles and disruptive technology over the next decade.
Dan is a highly sought after tech expert around the world, has been a keynote speaker across the US, Europe, Australia, and Asia and regularly makes television appearances on networks such as CNBC, Bloomberg, Fox News, BBC, NBC, CBS, ABC, CNN, France 24, Sky News, ABC Australia, TV Tokyo and many networks around the world to provide commentary related to his technology expertise. Dan has also appeared on The Today Show, Good Morning America, CBS Mornings, PBS NewsHour, NBC Nightly News, ABC World News Tonight, and CBS Evening News. Dan can be heard regularly doing radio on the tech sector for Bloomberg, ABC News, NPR, BBC, and other radio programs. Dan is often cited globally by publications such as The Wall Street Journal, USA Today, Investor's Business Daily, Chicago Tribune, NY Post, Los Angeles Times, Newsweek, The Telegraph, San Francisco Chronicle, Time Magazine, Le Monde, The Washington Post, The Guardian, The Boston Globe, Daily Mail, South China Morning Post, Barron's, The Times of London, Financial Times, Le Figaro, The Sydney Morning Herald, and New York Times, among many others. Named by the New York Post in 2024 as the “Best Dressed Man on Wall Street” in a fashion profile article.
Dan is a recipient of the Edward Wedbush Onward and Upward Award, the highest honor at Wedbush, embodying the spirit and vision of Ed through growth, service, and client satisfaction.
He holds a BS in Finance from Penn State University and an MBA from the University of Maryland.
Thomas is one of the most widely recognized and followed macro strategists on Wall Street. He is best known for his evidence-based work on equity markets and fast growing technologies,
including digital assets and wireless technologies. Thomas has nearly 30 years of experience in macro markets and equity research.
He co-founded Fundstrat in 2014, a research advisory firm, which has now grown to over 28 full-time employees and serves hedge funds, mutual funds and family offices in over 26 countries.
Prior to co-founding the independent strategy research boutique, Fundstrat Global Advisors, he served as Chief Equity Strategist of J.P. Morgan Chase & Co. and had been at JPMorgan from, 1999 through 2014. And prior to that, was both a highly regarded telecommunications equity research analyst and also small-cap equity/ bankruptcy/reorg strategist (2004-2010) working at firms like Kidder, Peabody and Salomon Smith Barney.
He is a full-time contributor to CNBC and is widely quoted in the media (CNBC, Bloomberg, Fox, Yahoo Finance, among others) and professionally recognized. He has been ranked consistently by Institutional Investors and held the #1, #2 and #3 position for 15 consecutive years (1998-2013). He is known for his data-driven approach (“analysis not opinions”), and clients view his work as both contrarian and highly differentiated.
He is also considered one of the most trusted and well-known authorities in digital assets by Cindicator and top 100 key names by Cryptoinfluencer.
Thomas Lee graduated from the University of Pennsylvania/Wharton School with a BSE in Economics and dual concentrations in Finance and Accounting. He is a CFA Charter holder.
Dan Niles is the Founder and Senior Portfolio Manager for the Satori Fund which was launched March of 2004. He started his Wall Street career in 1990.
From 2004 to 2009, Mr. Niles was a Managing Director at Neuberger Berman, Inc., a subsidiary of Lehman Brothers, and Chief Executive Officer of Neuberger Berman Technology Management, LLC, the former general partner of the Funds. Mr. Niles first joined Lehman Brothers in May 2000, as the Senior Sell-Side Equity Research Analyst covering computer hardware and semiconductors.
Prior to Lehman Brothers, Mr. Niles was at Robertson Stephens where he held similar responsibilities as a Managing Director in Equity Research until 2000. He was in Robertson’s mergers & acquisitions group from 1990 to 1997. Before starting his Wall Street career in 1990, Mr. Niles was an Engineer at Digital Equipment Corporation.
Mr. Niles received a BS in Systems Engineering from Boston University and a MS in Electrical Engineering from Stanford University.
Carter Braxton Worth, a 35-year Wall Street veteran, is the CEO/Founder of Worth Charting LLC. He was Head of Technical Analysis at Cornerstone Macro Research beginning in 2016. Prior to his role at Cornerstone, he was Chief Market Technician at Sterne Agee (acquired by Stifel Nicholas) and at Oppenheimer Holdings Inc.
Carter began his career at Donaldson, Lufkin & Jenrette as a portfolio strategist reporting to Eric T. Miller, Chief Investment Officer and Chairman of the Investment Policy and Stock Selection Committees. It was at DLJ where Carter met his mentor, Vincent Roland Boening, one of the longest publishing technical analysts on Wall Street, whose work began in the Fidelity Chart Room in the 1960′s.
Carter’s work is based on the principles of collective wisdom and behavioral science, with a particular emphasis on price-volume, correlation, and pattern recognition.
Carter is a regular guest on CNBC where he is also Co-Host of Options Action; he has appeared on Bloomberg TV, BNN and The Nightly Business Report and has been quoted in publications such as The Wall Street Journal and Barron’s. Each year since 2008, he has appeared on Institutional Investor’s All-American Research team, ranked as one of the Top 3 technical analysts on Wall Street.
Seating is limited. Tickets are available on a first-come, first-served basis.
If you are a current CNBC Pro subscriber, please use the promo code provided to you via email to claim your discount for this event.
Please reach out to customercare@cnbc.com if you have any questions.
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