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Uncommon Knowledge

Uncommon Knowledge® is the nation’s preeminent conference for the Active Investment Manager. With a wide variety of speakers and panelists, plus plenty of networking opportunities, it’s no wonder that this conference has been around for more than 20 years. You won’t want to miss these 3-4 days packed with information on trading techniques, risk management and investment management strategies, not to mention the latest in technology and marketing tips to run your practice

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Outlook

NAAIM’s Outlook conferences are designed to address current issues affecting active managers from market catalysts to trading strategies, compliance, marketing, back office and more. The member-driven agenda focuses on peer-to-peer exchanges, networking and collaboration, tapping into the expertise of the membership to find solutions to issues facing active managers and to support the success and growth of attendee firms.

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Workshops

Our regional workshops offer the opportunity for members and prospective members to further develop and grow their asset management businesses. Each workshop incorporates a panel sourced from local members, each with their own perspective on running a successful active management business. Questions and comments from the audience often leads to lively discussion on topics ranging from the impact of robo-advisors to compliance and back office procedures. Because so many members have practices that specialize in active investment management, marketing is another hot topic. Workshops are held throughout the country in suburban metropolitan areas.

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Webinars

NAAIM offers a variety of live webcasts and recorded webinars for their members. By providing this information in an interactive, online environment where advisors can ask questions and by offering the webinar in an on-demand environment, NAAIM strives to allow members to learn and grow their Active Investment Knowledge on their own time, in the way that suits them best. Many courses are offered with continuing education credit for the Certified Financial Planner® Professional.

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Oct 16
Global Fund Forum

The Ultimate Networking and Relationship Building Event! Now in its fourth year, Global Fund Forum is the highlight of the year for Hedge Connection. Over three days, the alternatives industry will gather at the beautiful Fairmont Southampton in Bermuda to network with peers, learn from experts and effectively connect and

Oct 23
2018 NAAIM Shark Tank Preliminary Competition

NAAIM is Accepting Videos and Applications! NAAIM Shark Tank is alive and biting! Managers wishing to participate are requested to submit video presentations along with an on-line written application by March 1, 2018 to the committee for consideration to present in the finals at Uncommon Knowledge 2018, April 22-25 in Orlando,

Nov 06
Outlook 2017

Don’t miss NAAIM’s annual Fall Conference November 6 & 7 at the Marriott Chicago O’Hare!  Visit OUTLOOK 2017 for more information about the agenda and reservations!    

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See what NAAIM can do for your business

Why Join NAAIM

At NAAIM, you won’t find investment managers who create static portfolios, park their clients’ money and move on, checking back only to collect their fees. What you will find are innovators. Managers who don’t believe that just because the market drops, their clients’ portfolios are justified in doing the same. Advisers who look for new answers, better ways to invest their clients’ assets and better ways to manage their businesses.

NAAIM’s membership is comprised of Registered Investment Advisors and their Investment Advisor Representatives associated with small regional firms to large national firms with over $1Billion AUM, including hedge fund managers, mutual fund companies and a variety of other firms that provide professional services to RIAs.

Announcements

Franklin Parker Wins 2017 NAAIM Founders Award

2017 NAAIM Founders Award Winner Franklin Parker Shows How Using Active Allocation is the Best Way to Achieve Your Goals  Littleton, CO – April 10, 2017 – The National Association of Active Investment Managers (NAAIM) announced today that Franklin Parker is the 2017 first-place winner of the NAAIM Founders Award...

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