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Regional Meetings

Active Investment strategies that can defend a portfolio’s value helped many mangers retain and even grow assets last year, despite the recession.

If your firm has an interest in active management of investments, I’d like to invite you to learn more about National Association of Active Investment Managers (NAAIM) regional meetings and workshops going on in your area.

Through interaction with other active money managers, NAAIM members learn how to grow their practices and discuss challenges, solutions and innovations in the art and science of active money management.

Our members report that the #1 benefit of NAAIM is being able to mingle and learn from other active managers – sort of a rare breed. Normally, our greatest networking opportunities occur at our 2 national meetings each year, but now networking with like-minded advisers comes to life at the NAAIM regional workshops.


Toledo Round Table | Regional Meeting –
Thursday, September 21, 2017

The Round Table agenda will begin with lunch (dutch treat) followed by guest speaker John Kosar, founder of Asbury Research.  We will then have a Q&A period and Round Table discussion.

DATE: Thursday, September 21 from  11:30 a.m. – 4:00 pm

WHERE:  Tony Packo’s | 7 South Superior St. | Toledo, OH 43604

COST:  No registration fee.  Register ONLINE at:  TOLEDO ROUND TABLE or contact organizer Jim Fydroski at  248-728-0028 to make your reservation!

Mr. Kosar spent the first half of his career on the trading floor of the Chicago futures exchanges, which turned out to be a unique and irreplaceable opportunity to understand how financial markets work from the inside out. This experience, early in his career, became the foundation for Asbury Research’s unique blend of technical and quantitative metrics that tend to be more intuitive and forward-looking than the typical Wall Street approach. Throughout John’s  career he has been a consistent resource for the financial press, and can regularly be seen on financial television, and frequently presenting Asbury Research’s methodology and investment ideas at financial seminars across the country.  John lives in Chicago with his wife of 28 years, Julie.  They have two grown sons, Jack and Brett, and their first grandchild, Sadie Marie, was born in July.