CRAM Sessions

NAAIM will be back in Houston at the DoubleTree Hotel - Houston Intercontinental Airport for this two day event focusing on the Marketing challenges of active management.

Speakers & Topics

The two-day preliminary agenda for the CRAM Session will begin with registration at 9:00 a.m. on Tuesday and end on Wednesday by 5:00 p.m. Topics will include:

• Creating your Core Story - Dave Fulkerson, Fulkerson Capital Management, LLC
• Panel Presentation: Using the Internet distribution vehicle to send your newsletter and “reading between the lines” (how to read and analyze open/view results and use it to your marketing advantage) - Paul Schatz, Heritage Capital and Dave Moenning, Heritage Capital Management
• Compliance relating to 401K business, social media and general marketing - Richard Carney, Esquire
• Leveraging your RIA in a Mobile World - Dennis Noto, Trust Company of America
• How to create and execute a successful webinar - Mike Posey, Halbert Wealth Management
• Growing your Business through the 401(k) Market - Marty Kerns, Kerns Capital Management, Inc.

Complete Agenda PDF

Sign up for CRAM Session

Hotel Reservations

• DoubleTree Hotel - Houston Intercontinental Airport
  15747 John F. Kennedy Blvd.
  Houston, TX 77032
• To make reservations call 1-800-222-8733 and mention NAAIM
• $109.00 for a single/double ( Group rate deadline - January 16 )

For more information or to be placed on the mailing list to receive updates about the Marketing CRAM Session agenda contact:

Susan Truesdale | (888) 261-0787

Registration PDF | Sponsorship opportunities & Registration