Market Symposium - Looking Back & Looking Forward


On January 12th, OTA welcomed its entire student community to participate in its 3rd ever Market Symposium.  The theme was focused on Looking Back and Looking Forward, which showcased popular instructors such as Darren Kimoto, Scott McCormick, Merlin Rothfeld and Jordan Matthews. This time, we had over 900 students attend live for this 5-hour online event.  Jordan Matthews shared highlights from the Strategic Investor’s perspective in 2021 and some lessons learned over the past year.  He was followed up by Scott McCormick’s preview of what you could expect in the markets in 2022 and Darren capped it off with Multi-Directional Trading for the new year.  And with Cryptocurrency continuing to evolve and be a force for change in the industry, Merlin provided his insight into what to expect from the next several months. 

Here’s what a few students shared about the event:


To kick off the year, we featured a fun-filled Kahoot trading quiz game and would like to congratulate our winners!

1st place –Jonathan Miller – West Palm Beach, FL - Won a free Stock Program ($19,250 value)

2nd place –Matt Brooks – Atlanta, GA - Won a free Signature Series of his choice ($2,995 value)

3rd place - Peter Price - Vancouver, BC - Won a $50 Amazon Gift Card


We want to thank everyone who attended and encourage you to watch the recording if you missed it.  You can find the recording under the Student Gathering–Online tile in My OTA! And if you don’t have the tile, please contact to get enrolled so you can watch the recording.

We trust that you had an opportunity to reflect on the impact of 2021 on your educational journey and what you want to adjust in 2022. With inflation spikes and supply chain challenges, now may be the time to understand how they can impact your financial plans.  New assets and the world of Cryptocurrencies may be your education resolution for 2022!  

Now is the time to invest in your education and take it to the next level with some limited time offers exclusively for our students. Offers expire at 9pm PT on Sunday, Jan 16th.