Events

Uncommon Knowledge Annual Conference



Take advantage of one of the most dynamic investment adviser conferences on the 2009 calendar. The National Association of Active Investment Managers 2009 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 2009 Uncommon Knowledge conference and sign up to receive future agenda updates for this and other planned NAAIM events!


NAAIM Uncommon Knowledge 2009
May 3-6, 2009
Westin Westminster
Denver, CO

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Two easy ways to register for Uncommon Knowledge 2009 and/or the Active Exchange Focus Session


1)      Click here to Register ONLINE


or

2)      Download the PDF Registration Form and Email, Mail or Fax with payment toand 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 $185.00 single/double (plus applicable taxes) per night at the Westin Westminster Hotel. Please make your reservation directly with the hotel by calling 1-866-716-8137 or by visiting the following link. The deadline to reserve rooms at this rate is Friday, April 3, 2009

To reserve a hotel room at the Westin Westminster online, click here.
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AGENDA
Saturday, May 2, 2009
6:30 PM Advancement of Active Investment Management (AAIM) Awards Dinner at the Westminster Westin
   
Sunday, May 3, 2009
5:00 AM Fly fishing expedition departs
11:15 AM Buses leave for the NAAIM Golf Classic at Buffalo Run Golf Course
7:30 PM NAAIM Welcome Reception at the Westminster Westin
   
Monday, May 4, 2009
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 Will Hepburn
10:00 AM Keynote -- What's Next for Global Commodoties -- Dennis Gartman, The Gartman Letter – sponsored by ProFunds Group
11:15 AM Break
11:30 AM Identifying Trends in the Market - Tracy L. Knudsen, Lowry Research Corp. and Tony Dwyer, FTN Midwest Securities Corp.
12:30 PM Luncheon and Sponsor Introductions
2:00 PM Best Practices Toolshops - Concurrent Sessions
- Succession Planning – Henry E. Van Blunk, Esq., Stark & Stark
- Branding Yourself as a Risk Manager -- Libby Dubick, Dubick & Associates
3:00 PM Inside the Investor’s Brain: The Power of Mind over Money
– Richard Peterson, M.D., MarketPsy Capital, LLC
4:00 PM Break
4:30 PM Beyond Newsletters – Marketing Panel Presentation – Lane Kerns, Kerns Capital Management, Inc. and John McClure,
ProfitScore Capital Management
6:00 PM Offsite Party – Madcap University – hosted by NAAIM National Sponsor ProFunds Group
   
Tuesday, May 5, 2009
7:30 AM Continental Breakfast in the Sponsor Hall
8:00 AM Sponsor Breakout Sessions
9:00 AM Controlling Risk with Position Sizing – Tina Logan, Training & Coaching for Traders
10:00 AM Break
10:30 AM Are you a Persuasive Messenger? -- Juliet Huck, The Huck Group
11:30 AM Compliance and Practice Protection for 2009 – Tom Giachetti, Esq., Stark & Stark
12:30 PM Lunch
2:00 PM Strategy Based Investing – Dr. C. Thomas Howard, Athenainvest, Inc. and Craig Callahan, DBA, ICON.
3:00 PM Break
3:15 PM Sponsor Breakout Sessions
4:00 PM 4 ways to Succeed when the BL*#!$eeP hits the Fan -- Sam Jones, All Season Financial Advisors; Ian Naismith, Sarasota Capital Strategies; Peter Mauthe, Rhoads Lucca Capital Management; and David Wright, Sierra Investment Management, Inc.
5:00 PM Cocktail Party in Sponsor Exhibit Hall
   
Wednesday May 6, 2009
7:30 AM Continental Breakfast in the Sponsor Hall
8:30 AM Using Volatility Derivatives to Protect Your Stock Portfolio
– Larry McMillan, McMillan Analysis Corp.
9:30 AM NAAIM Annual Membership Meeting
10:30 AM Break
11:00 AM The Secret Sauce: Trading Techniques Member Panel – Bill Barack, Barack Capital Management, and Cliff Montgomery, Scotia Partners, Ltd.
12:15 PM Closing Buffet Lunch
1:15 PM Closing NAAIM Board Meeting - All Members Invited to Attend
2:00-6:00 PM Active Exchange Focus Session
   
ACTIVE EXCHANGE FOCUS SESSION
2:00 PM Dynamics of Leveraged and Inverse Portfolios -- Ryan Harder, Rydex Investments
3:15 PM Break
3:30 PM Fixed Income Panel Presentation -- Larry McMillan, McMillan Analysis Corp. and Victor Vuskalns, Tango Capital Management, LLC
4:30 PM Leveraging the Upside -- Ian Naismith, Sarasota Capital Strategies and Anthony Welch, Sarasota Capital Strategies
AEFS adjourns at 5:30 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.


Upcoming Events

Uncommon Knowledge 2009
May 3-6, 2009
Westin Westminster
Denver, CO
1-866-716-8137



© 2009. National Association of Active Investment Managers, Inc.

  6732 W. Coal Mine Ave. #446   Littleton, CO 80123   ph: 888.261.0787   fx: 303.979.2192