Events
Register For An EventUncommon 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
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.
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.
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.
Fall Workshop: Irvine, California
Located conveniently in Orange County. Be sure to attend this regional workshop event with an interactive panel consisting of local investment advisors. NAAIM Members will discuss the successes and pitfalls of their Active Investment Management practices.
OUTLOOK 2016
Focusing on the Impact of Technology on Marketing and Trading Techniques within your Practice Visit: Dallas/Fort Worth Marriott to reserve your hotel room at the group room rate of $149.00 per night
2017 Uncommon Knowledge Conference
NAAIM’s premier conference for the Active Investment Management advisor, the 2017 Uncommon Knowledge conference will be held onsite at the beautiful Hilton San Diego Resort and Spa from April 30 to May 3, 2017. Pre-conference activities will include fishing and golf. Registration details and hotel discount information will be available in January 2017.
NAAIM Wagner Award
Launched in 2009, the NAAIM Wagner Award is designed to expand awareness of active investment management techniques and the results of active strategies through the solicitation and publication of research on active management. $10,000 is presented annually for the best paper submitted to the competition.
NAAIM Shark Tank
The NAAIM Shark Tank is an opportunity for the developers of active investing approaches to pitch their strategies to fellow advisers and active investment managers in pursuit of sub-adviser agreements. There are twelve preliminary contestants and 6 will advance to the UK in May
NAAIM Exposure Index
The NAAIM Exposure Index represents the average exposure to US Equity markets reported by our members. As the name indicates, the NAAIM Exposure Index provides insight into the actual adjustments active risk managers have made to client accounts over the past two weeks.
Indicator Wall
For members only - The goal is to provide members with a vast array of stock market indicators, which will be updated weekly. The Indicator Wall will include readings and explanations of indicators and/or models in the areas of price/trend, momentum, key price levels, overbought/sold readings, sentiment, monetary, economic, inflation, and market cycles. The NAAIM Indicator Wall is updated on a weekly basis.
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
NAAIM Fall Conference Dates Announced: Nov 14-15 in Dallas-FW
NAAIM’s annual fall conference, 2016 Outlook, will be held starting Monday, November 14 through Tuesday November 15 at the Dallas-Fort Worth Airport Marriott in Irving, Texas. Conference registration will open soon. Hotel Reservations can be made now – use this Hotel Reservations Link to get the Group Discount rate of $149/night....
