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Events

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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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Feb 09
Fort Lauderdale Workshop:Take Your Asset Management Business to the Next Level

THIS EVENT HAS BEEN CANCELLED. Please see information about our Tampa workshop on March 3, 2016.

Feb 25
Joint NAAIM-MTA Meeting

From 11:30 am to 7:30 pm EST- NAAIM is excited to announce a special regional event! We are partnering with the Market Technician Association and their Atlanta chapter to host Tactical Investment Tools in Institutional Portfolio Management, a half day seminar focused on tactical tools at work in institutional portfolios.

Mar 03
Tampa Workshop: Take Your Asset Management Business to the Next Level

From 9:00 am to 1:30 pm EST – The National Association of Active Investment Managers (NAAIM) is pleased to present an information-packed workshop on using Active Investment Management to grow your business, even in a bear market

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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

It’s Membership Time! Renew or Join Today Online

As of January 1, 2016, instead of a firm-held membership, members will be able to join or renew their 2016 membership on an individual basis.  Reducing the membership investment from $600 to $300 per person will enable many of our current members to renew their membership every year at a...

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