Dan Shaffer, CPA, ChFC

Connecting the Dots in a World of Uncertainty

Teaching Audiences What History Tells Us about Current Market Trends

As an investment advisor, business owner and regular guest contributor on the Fox Business Network, Dan brings his insights and techniques on starting, building and growing businesses.

Dan’s technical analysis of the stock, bond, currency and commodity futures markets has been widely recognized by the financial community and the media.

He believes in helping others attain their financial goals by sharing his wealth of knowledge, research, investment experiences, and technical analysis. One of the benefits of working with Dan is his ability to provide clear, easily understood explanations of his philosophy, strategies, methodologies and technology analysis techniques.

During his time with Northwestern Mutual/Robert W. Baird & Company, Dan was the recipient of multiple sales awards and trained numerous salespeople. Dan understands techniques and methods that help create and maintain a rewarding business plan. He also knows what advisers deal with on a daily, weekly and monthly basis. Dan enjoys sharing his life stories of how he built his financial business throughout his presentations.

Dan also speaks about the Power of Positive thinking and motivating others to follow their dreams regardless of obstacles that may seem to get in the way. Dan is the father of 3 children, 2 of which have special needs. Dan speaks about goal planning, expectations and record keeping as to how to get to your destination. Failure is not the end; it is a stepping stone to move to a higher level.

Dan’s speeches are dynamic, entertaining and he encourages audiences to think out of the box.

– Connecting the Dots in a World of Uncertainty

“I just wanted to drop you a short email and personally thank you for your contribution to TradeTech FX USA over the course of last week. We have received some fantastic feedback from both delegates and sponsors who felt the content was interesting and well presented, and felt the level of participants and whole buzz of the event was brilliant. Also you came across very well and it would be a pleasure to work with you again in the future. I am particularly grateful for you stepping in and helping on the Equities vs FX panel.

– Oliver Kirkbright
Conference Director, TradeTech FX & Fixed Income Portfolio

“I just wanted to drop you a quick note to thank you very much for speaking at the conference on Wednesday. As I mentioned to you, I think you are a brilliant speaker and as such really added a lot of value to the conference! I look forward to hearing your full presentation in a few months! Thanks again for making time to be part of the event.”

– Melissa Ginsburg
Senior Conference Producer, FX Weekly & Family Office Intelligence, Incisive Media

“I send you my heartfelt appreciation for your participation in Baruch College’s May 1st conference, Technology and Regulation; How are They Driving our Markets? The feedback we received has been very positive. Thanks so much for the important part that you played in making the day a success. It was a pleasure having you with us.”

– Robert A. Schwartz
Marvin M. Speiser Professor of  Finance, Zicklin School of Business, Baruch College

“On behalf of the Futures Industry Association, I would like to thank you for speaking at this year’s Futures and Options Expo in Chicago. We greatly appreciate the time you devoted to prepare and present at our conference. The response to your session was very positive.”

– Mary Ann Burns
Senior Vice President – Communications, Futures Industry Association, Inc.

Daniel’s Audiences Have Included Members From…

– Baruch College

– Fox Business Network

– Financial Fridays (KLAV-AM)

– Financial Markets World

– FX – Week

– Futures Industry Association, Inc.

– Global Pensions

– Lind Waldock & Company

– Marcus Evans Conferences

– Striker Securities, Inc.

– TradeTech (FX)

– World Research Group

Travels From:  Connecticut
City: Greenwich
$5,000 and Under


Keynote speaker Dan Shaffer is President & CEO of Shaffer Asset Management, Inc. He earned the certification of Certified Public Accountant (CPA) in 1989, obtained the Chartered Financial Consultant (ChFC) designation in 1992 from the American College. In 1986, Dan received his Masters of Science Degree in Accounting from New York University and received his Bachelor of Science Degree in Speech Communications from Syracuse University in 1982.

As an investment advisor and innovator veteran for more than 30 years, Dan began his career on the floor of the New York Futures Exchange, starting out as a self-employed trader at the age of 21. Throughout his early years, Dan was associated with Bear Stearns & Company, Coopers & Lybrand, Hambrecht & Quist and Northwestern Mutual/Robert W. Baird & Company.

In 1998, he founded his firm, Shaffer Asset Management, and has been recognized by the financial community as a creative, mathematical and systematic researcher for analyzing markets and the psychological behavior behind them. His firm, using mathematical and statistical models, has managed money for its clients and Deutsche Bank and Society Generale. These same models can be applied to building a business or generating sales volume.

Dan is the author of “Profiting in Economic Storms: A Historical Guide to Surviving Depression, Deflation, Hyperinflation and Market Bubbles” published in 2010 by John Wiley & Sons, Inc.

Dan is a frequent guest commentator on national business shows, radio shows and is quoted in major business publications. Also, he is an invited guest lecturer, panel member and keynote speaker for many private organizations and public events.


Global and domestic economic cycles and financial, commodity and currency market trends are constantly present regardless of what’s heard in the media.

Understanding global market cycles and what we can learn from their behavior is the first step for success. Trends in global economies and markets have a direct effect on your bottom line whether you are an investor, trader, advisor, business owner or student. Best to align with natural cycles. Fall of ancient civilizations can tell us quite a bit about our current modern economic and political societies.

This presentation includes historical and up to date global and domestic economic and financial charts which are put into context as to current economic and financial cycles. Historical charts and graphs help visualize where the global and domestic economies have been along with the financial, commodity and currency markets, and where they may be heading.


You Will Learn:


  • Current Global Economic and Market Trends
  • Deciphering the Financial System
  • How History Can Predict Future Trends
  • Nature’s Role in Engineering the Markets
  • Understanding the Reality of Economic Data
  • What’s Behind the Meaning of Modern Portfolio Theory
  • What Happened in Past Market Manias
  • What Caused Ancient Civilizations to Fall
  • How Cycles Relate to Global Markets and History
  • Short-term Engineering of the Markets
  • History of the U.S. Banking System
  • Hope and Fear in Rising and Declining Markets
  • What to do Right Now

Areas of expertise

  • Economics & Finance
  • Current Events, News & Politics
  • Financial Education
  • Investment Strategies
© 2024 Ro Morrison & Assoc.