Uncommon Knowledge Annual Conference
Take advantage of one of the most dynamic investment adviser conferences on the 2010 calendar. The National Association of Active Investment Managers Uncommon Knowledge conference is an uncommon exchange of new ideas among a very innovative group of investment advisers. Mark your calendar now for NAAIM's 2010 Uncommon Knowledge conference and sign up to receive future agenda updates for this and other planned NAAIM events!
NAAIM Uncommon Knowledge 2010
May 3-5
Hilton Orlando Bonnet Creek
Orlando, FL
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Two easy ways to register for Uncommon Knowledge 2010 and/or the Active Exchange Focus Session
1) Click here to Register ONLINE or
2) Download the Conference Brochure and PDF Registration Form and Email, Mail or Fax with payment to:
NAAIM
6732 W. Coal Mine Ave., #446
Littleton, CO 80123
Email: info@naaim.org
Fax: 303-979-2192
Phone: 888-261-0787
NAAIM has negotiated a group room rate of $209.00 single/double (plus applicable taxes) per night at the Hilton Orlando Bonnet Creek. Please make your reservation directly with the hotel by calling 1-800-445-8667. The deadline to reserve rooms at this rate was April 7.
Click here to reserve your hotel room at the
Hilton Orlando Bonnet Creek ONLINE
AGENDA |
| Sunday, May 2, 2010 |
| 1:00 PM |
NAAIM Golf Classic Tee-Off -Orange County National Golf Center and Lodge - Panther Lake |
| 7:30 PM |
NAAIM Welcome Reception at Hilton Orlando Bonnet Creek |
| Monday, May 3, 2010 |
| 7:00 AM |
NAAIM Board Meeting - All Members Invited to Attend |
| 8:30 AM |
New Member Registration and Welcome Orientation |
| 8:30 AM |
Registration/Exhibit Hall Opens - Continental Breakfast |
| 9:45 AM |
Welcome Address – NAAIM President Renee Toth |
| 10:00 AM |
Keynote Speaker - Dynamic Portfolios: Tactical Management and Tools Go Mainstream – Joanne Hill, The ProFunds Group |
| 11:00 AM |
Using Public Relations to Turbo Charge Your Marketing Plan – Marie Swift, Impact Communications |
| 12:00 PM |
Lunch and Sponsor Introductions |
| 1:30 PM |
Market Expectations through Third Quarter 2010 - David Reilly, Decision Critical Resources |
| 2:30 PM |
Surviving Regulatory Scrutiny in the Post-Madoff Era -– Thomas Giachetti, Esq., Stark & Stark Attorneys at Law |
| 3:30 PM |
Refreshment Break - Exhibit Hall |
| 4:00 PM |
Growing your Practice through Marketing – Dave Lucca, Rhoads Lucca Capital Management |
| 5:00 PM |
30 Marketing Ideas in 30 Minutes - Audience participation |
| 6:00 PM |
Dinner Party - hosted by The ProFunds Group, NAAIM 2010 National Sponsors |
| Tuesday, May 4, 2010 |
| 7:30 AM |
Continental Breakfast in the Sponsor Hall |
| 7:30 AM |
Sponsor Breakout Sessions |
| 8:30 AM |
Cutting Overhead with Technology that Pays Off – Panel Presentation – Jim Applegate, Applegate Investment Management, LLC; Mary Collins, Spectrum Financial, Inc.; and John McClure, ProfitScore Capital Management, Inc. |
| 9:30 AM |
Creative Uses for Bonds – Panel Presentation – Brenda Wenning, Wenning Investments, Inc.; Eric Kellar, Wellesley Investment Advisors; and Ken Graves, Capital Research Advisors, LLC |
| 10:30 AM |
Refreshment Break - Exhibit Hall |
| 11:00 AM |
optionMONSTER - Jon Najarian |
| 12:00 PM |
Lunch - Wagner Award Winning Paper Presentation |
| 1:00 PM |
Best Practices Tool Shops – Three Concurrent Presentations
- MPT with Technical Overlays – Lee Anke, Prudent Investor Network
- Fast Track & AmiBroker – Bill Barack, Barack Capital Management
- Leveraging your Expertise by Developing a Fund or Getting on an SMA Platform – David Wright, Sierra Investment Management, Inc.
|
| 2:00 PM |
Best Practices Tool Shops – Three Concurrent Presentations
- MPT with Technical Overlays – Lee Anke, Prudent Investor Network
- Fast Track & AmiBroker – Bill Barack, Barack Capital Management
- Succession Planning for Mature Firms – Scott Behnken, Miami Valley Portfolio (MVP)
|
| 3:00 PM |
Refereshment Break - Exhibit Hall |
| 3:15 PM |
Sponsor Breakout Sessions |
| 4:00 PM |
Risk Managing Strategies – Don Beasley, Athens Capital Management, LLC and Ralph Doudera, Spectrum Financial Management |
| 5:15 PM |
Cocktail Party in Exhibit Hall |
| Wednesday, May 5, 2010 |
| 7:30 AM |
Continental Breakfast in the Sponsor Hall |
| 8:30 AM |
Best Practices Tool Shops – Two concurrent presentations
- Achieving GIPs Standards – Wesley Western, Absolute Performance Verification, LLC
- Transition from Strategic to Tactical Allocation – Will Hepburn, Hepburn Capital Management
|
| 9:30 AM |
NAAIM Annual Membership Meeting |
| 10:15 AM |
Refreshment Break |
| 10:45 AM |
Secret Sauce Trading Techniques Panel Presentation – Jerry Wagner, Flexible Plan Investments, Ltd.; Additional panelists TBD |
| 11:45 AM |
Closing Buffet Lunch |
| 1:00 PM |
Closing NAAIM Board Meeting - All Members Invited to Attend |
| TAIVE EXCHANGE FOCUS SESSION - Sponsored by WallachBeth Capital, LLC |
| |
Active Exchange Focus Session
Sponsored by WallachBeth Capital LLC |
| 2:00 PM |
Improving the Trade Price – WallachBeth Capital LLC |
| 3:00 PM |
Live Trading within a Mutual Fund Wrapper – Ian Naismith and Anthony Welch, Sarasota Capital Strategies |
| 4:00 PM |
Break |
| 4:15 PM |
ETF Portfolio Construction - Doug Sandler, Riverfront Investment Group |
| 5:15 PM |
Rounding the Portfolios with Options – Jon Najarian, tradeMONSTER
|
| AEFS adjourns at 6:00 PM |
REGISTER TODAY!
Held each spring, the location of the Uncommon Knowledge conference rotates throughout major metropolitan areas of the U.S. to provide a new setting and varying convenience for the members each year. In addition to presentations focusing on trading techniques, marketing ideas, back office and compliance issues, new investment vehicles and other topics of concern to the membership, the annual conference offers opportunities for networking through the annual Golf Classic, special events, evening receptions, refreshment breaks and roundtable discussions.
