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National Sponsor

Platinum Sponsors

  • direxion
  • ceros
  • guggenheim
  • profunds_logo

Gold Sponsors

  • security-benefit
  • princeton-fund-advisors-llc
  • dressander
  • Trust-Company-of-America

Silver Sponsors

  • kcg
  • proshares_logo
  • nationalwide_logo
  • jeffnat-logo
  • orion
  • RIA-Database
  • Equity-Advisor-Solutions
  • gemini-logo
  • market-logo

Innovations Sponsors

  • INN_1_theta-naaim-ad

Committees

Agenda Committee

Emily Frazier
(757) 463-7600

The Agenda Committee plans the NAAIM annual Uncommon Knowledge conference and Outlook Conference, including speakers, agenda, golf and all social events and the Shark Tank Competition.

Marketing Committee

Susan Baber
(303) 979-1280

The Marketing Committee objective is to promote membership in NAAIM through recruitment of new members and retention of the existing membership base. The committee oversees and sets procedures for following up with prospective members, including composition of the membership information mailing, letter to prospects and personal follow-up. It also oversees the renewal process, membership director, membership mailing list and prospect list.

Sponsor Advisory Committee

Ted Lundgren
(281) 589-2632

The purpose of the Sponsor Advisory Committee is to grow and improve existing and prospective sponsor relationships with the goal of mutual growth through symbiotic, value-added benefits for sponsors and NAAIM membership. Sponsor relationships are developed from the myriad businesses of NAAIM members and include Service Providers (administrative, legal, software, business, marketing, advice); Investment Providers (custodial, products); and Business Alliances (brokers, record keepers, Web/Internet providers). Benefits to sponsors and members include education and networking opportunities, web tools, product development, joint marketing and promotion of the active management industry.

NAAIM Founders Award Committee

Patrick Beaudan
(415) 839-5239

The NAAIM Founders Award is a competition for academic papers supporting the cause of active management. The committee plans and executes the request for papers, the judging of papers submitted, and the presentations of winning papers at the Uncommon Knowledge conference.

NAAIM Investment Committee

Steve Landis
(614) 397-9543

The Investment Committee suggests investment guidelines and periodically conducts requests for proposals for management of NAAIM savings from the NAAIM membership.