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Uncommon Knowledge Annual Conference
Take advantage of one of the most dynamic investment adviser conferences on the 2008 calendar. The National Association of Active Investment Managers 2008 Uncommon Knowledge conference is an uncommon exchange of new ideas among a very innovative group of investment advisers. With a strong agenda and a financial market where active management is flourishing, this year’s conference promises to once again set attendance records. Mark your calendar now for the 2008 Uncommon Knowledge conference.
NAAIM Uncommon Knowledge 2008
Conference Agenda
May 5-8
National Sponsor - The ProFunds Group
Meet the Presenters
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SUNDAY, MAY 4, 2008
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| 5 A.M. | NAAIM 2nd Annual Fish Out - Ocean fishing between the coast and Catalina Island. |
| 1:15 PM | NAAIM Golf Classic |
| 7:30 | NAAIM Welcome Reception at the Hyatt Regency Irvine |
| MONDAY, MAY 5, 2008 | |
| 7:00 – 8:30 AM | NAAIM Board Meeting - All Members Invited to Attend |
| 8:30 – 9:30 | New Member Registration and Welcome Orientation |
| 8:30 | Registration/Exhibit Hall Opens - Continental Breakfast |
| 9:45 | Welcome |
| 10:00 - 11:00 | Keynote Speaker John Bollinger - presented by The ProFunds Group |
| 11:00 – 11:15 | Refreshment Break |
| 11:15 - 12:15 PM | How to Sell Technical Analysis- Greg Morris, PMFM, INC |
| 12:15 – 1:20 | Luncheon and Sponsor Introductions |
| 1:30 – 2:15 | Progressive Power Tools #1 |
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| 2:25 – 3:10 | Progressive Power Tools #2 |
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| 3:20 – 4:05 | Progressive Toolshop #3 |
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| 4:15 – 4:30 | Refreshment Break |
| 4:30 – 5:30 | 50 Ideas in 50 Minutes – Marketing Panel |
| 6:00 | Offsite Party – Adventures at Sea – Newport Harbor Yacht Cruise |
| TUESDAY, MAY 6, 2008 | |
| 7:30 AM | Continental Breakfast in the Sponsor Hall |
| 7:30 – 8:15 | Sponsor Breakout Sessions |
| 8:30 – 9:45 | The Secret Successful Sector Rotation - Sam Stovall, Standard & Poors |
| 9:45 – 10:45 | Guerilla Marketing for Advisers - Dave Lucca, Rhoads Lucca Capital Management |
| 10:45 – 11:45 | Refreshment Break |
| 11:15 – 12:15 PM | Using Liquidity Waves to See Into the Future - Tom McClellan, McClellan Financial |
| 12:15 – 1:30 | Lunch |
| 1:30 – 2:30 | Compliance Update 2008- Mark Weakely, Holme Roberts & Owen, L.P. |
| 2:30 – 2:45 | Refreshment Break |
| 2:45 – 3:30 | Sponsor Breakout Sessions |
| 3:30 – 4:00 | Refreshment Break |
| 4:00 – 5:00 | Learning From The Best NAAIM Has To Offer – Open Mic Session |
| 5:00 | Cocktail Party in Sponsor Exhibit Hall |
| Wednesday May 7, 2008 | |
| 7:30 AM | Continental Breakfast in the Sponsor Hall |
| 7:30-8:15 | Sponser Breakout Sessions |
| 8:30 - 9:45 | How to Build an Effective Trading System- Howard Bandy, Quantitative Trading Systems |
| 9:45 – 10:30 | NAAIM Annual Membership Meeting |
| 10:30 – 11:00 | Refreshment Break |
| 11:00 – 12:15 PM | The Secret Sauce – Trading Techniques Member Panel |
| 12:15 – 1:15 | Closing Buffet Lunch |
| 2:00 | NAAIM ACTIVE EXCHANGE FOCUS SESSION BEGINS! More Information |
May 4-8, 2008
at the Hyatt Regency Irvine
17900 Jamboree Road
Irvine, California
Download a 2008 Conference Overview and Registration Form
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.
NAAIM Marketing CRAM Session
February 19-20, 2008
The Golden Nugget Hotel
129 E. Freemont St.
Las Vegas, NV 89101
Uncommon Knowledge 2008
May 5-7, 2008
Hyatt Regency – Irvine, California
Active Exchange Focus Session
May 7-8
Hyatt Regency – Irvine, California