Inaugural Virtual Conference · 12 Dec 2026
4 Pillar Trading Playbook 2027
Build your 2027 trading plan in one day.
Learn from five investment professionals with experience at J.P. Morgan, Goldman Sachs, Bank of America and Credit Suisse. Live, they turn a 2027 outlook into a portfolio, step by step.
Who it's for
You already trade or invest, and you want 2027 to run on a plan, not hunches.
US$399
Sat 12 December 2026 · 8:00 to 16:00 ET
Limited capacity
Secure checkout · Joining link by email
Full day · Live online only, no recording · Q&A with the team throughout
Who you'll spend the day with
Hundreds
of retail traders mentored
Five investment professionals, now teaching retail traders the process a desk runs.
Anthony Iser
25 years · J.P. Morgan, UBS
Jason McDonald
34 years · CSFB, Lehman Brothers
Raj Malhotra
Former MD, options · Bank of America
Ed Shek
25 years · Goldman Sachs, J.P. Morgan
Anil Tewari
25+ years · Goldman Sachs, Redwheel
- Anthony Iser
- 25 years trading equities and options at J.P. Morgan, UBS and Tantallon Capital across Australia and Asia, with a long-short portfolio that ranked in the top 5%. He has spent a decade mentoring retail traders.
- Jason McDonald
- 34 years trading long/short equity and options, including 16 years as a proprietary trader and hedge fund portfolio manager at Credit Suisse First Boston, Lehman Brothers and Toronto Dominion.
- Raj Malhotra
- Thirteen years as a professional equity options trader, rising to Head of Institutional Options Trading and Managing Director at Bank of America Securities before the age of 30. He has mentored traders since 2012.
- Ed Shek
- 25 years trading equities at Goldman Sachs, Cazenove and J.P. Morgan, formerly Head of Emerging Markets Equity Trading. He has since mentored more than 200 traders.
- Anil Tewari
- More than 25 years investing in global technology equities at Goldman Sachs, J.P. Morgan and Redwheel, where he was Head of Research and Thematic Investing and sat on the Investment Committee.
Six sessions. One portfolio. Start to finish.
- 01
Macro Overview
Our 2027 outlook and the sector bias that follows from it.
You'll be able to
Read a macro outlook and turn it into which sectors to lean into.
- 02
The Portfolio
10 illustrative ideas that express the macro view.
You'll be able to
Turn one view into a set of ideas that fit together.
- 03
Two Deep Dives
Thesis, catalysts, risks and what would prove us wrong.
You'll be able to
Write a thesis with what could move it, what could break it, and where you'd be wrong.
- 04
Options Structuring
Choosing the right structure for each of the 10 positions.
You'll be able to
Pick the option structure that fits each idea, and say why.
- 05
Options Monitor
Every position tracked live on screen in our Excel monitor. The file isn't shared after the event.
You'll be able to
Know what to watch on every position, and when to act.
- 06
Trading Simulation
Managing risk live, at the portfolio level.
You'll be able to
Manage risk across the whole portfolio, not trade by trade.
Questions before you book
When is it?
Saturday 12 December 2026, a full day, live online.
What time does it start and finish, and in which time zone?
8:00 to 16:00 US Eastern Time (New York) on Saturday 12 December 2026. That is 13:00 to 21:00 in London, and midnight to 8:00 on Sunday 13 December in Sydney.
Will there be a recording?
No. The event is live only: there are no recordings, slides or other materials afterwards, for anyone, including 4 Pillar Trading members.
Can I get a refund or transfer my ticket?
Tickets are non-refundable, except where a refund is required by law. Tickets are not transferable.
How do I join?
Online, on Zoom. We email your personal joining link before the event. It is for your use only.
What currency is the price in?
US dollars. A place costs US$399.
Is there a price for 4 Pillar Trading members?
Yes. Active 4 Pillar Trading members pay US$349 for their own place. Sign in before you book and the member price is shown on this page.
Ready to build your 2027 portfolio?
Sat 12 December 2026 · 8:00 to 16:00 ET
Limited capacity
US$399
Secure checkout · Joining link by email