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Outlook Conference

OUTLOOK 2016dfw-skyline November 14-15 in Dallas-Fort Worth, Texas

Focusing on the Impact of Technology
on Marketing and Trading Techniques within your Practice

 With more expert panels, networking, and topical roundtables than ever before, this year’s Outlook conference will provide the practical and efficient data that you need for your technology decisions.
Experience the peer-to-peer collaboration unique to NAAIM.  Register Today!


Outlook 2016 Panels

Register Online Now  

Monday, November 14

8 am – 5:30 pm


  • Keynote: Bridging Technology and Human Interaction to Build Your Business – Lisa Vioni, CEO, Hedge Connection
  • Promoting Active Management in a Passive World – Member Panel:Paul Schatz, Heritage Capital, LLC; Jason Wilder, CMG Capital Management, Bob Porter, Porter Investments. Moderator – Emily Frazier, Spectrum Financial, Inc.
  • Introduction to Modeling – Chris Hendrix, Spectrum Financial, Inc: This talk will show the participants how to incorporate multiple technology platforms in order to form their own unique model that yields buy and sell signals or market environment definitions.

Lunch – Sponsor Introductions

  • Trading and Technology Panel: Members will discuss various trading products, why they favor them over competing products and what problems have been solved using them. Panel Members: Lee Harris, Price Capital Management; Jacob Deschenes, Era Capital Mangement; Patrick Beaudan, Belvedere Advisors; 2016 NAAIM Shark Tank Winner David Bush, Alphatative, LLC; Moderator – Jim Applegate, Financial Services Advisory,
  • Industry Perspectives Panel: Discover all the ways that NAAIM sponsors supply valuable resources, tools, data and more to active investment managers. Panel Members: Carl Resnick, Guggenheim; Ed Kushma, ProFunds; Ed Egilinsky, Direxion; and Catherine Ayers-Rigsby, Advisors Preferred/CEROS. Moderator – Emily Frazier, Spectrum Financial, Inc.
  • Round Table Session #1 concurrent session topics:
    • Benefits and Pitfalls of Back Testing
    • Procedures, Accuracy and Compliance in the Trading Process
    • Integrating Digital and Print Marketing
    • Using Technology to Win the Business

Cocktail Reception – Sponsor Hall

Tuesday, November 15

8 am – 3:30 pm

Continental Breakfast – Sponsor Hall

  • Marketing and Technology – Member PanelMembers will discuss various marketing techniques using technology, what technologies and platforms they favor and the problems they have solved using them. Panel Members: Brian Boughner, Parallel Financial Partners; Dexter Lyons, Horizon Capital Management; Marty Kerns, Kerns Capital Management; Steve Williamson, Legacy Investment Group; Moderator – Ted Lundgren, Hg Capital Advisors, LLC
  • How I Built a Thriving Practice and Blog with over 12 Million Visitors Simultaneously – Jeff Rose, Alliance Wealth Management, LLC: In 2008, Jeff Rose knew nothing about blogging or online marketing. Believing it was the way of the future to market himself and his practice, he was determined to figure it out.  8 years later his blog now attracts over 500,000 unique visitors per month while generating 50 new leads every day. You’ll see behind the scenes how Jeff has been able to crack the code with online marketing and build a thriving practice and blog
  • Why Your Investing Models Won’t Work – John McClure, ProfitScore Capital Management and 2015 NAAIM Shark Tank Winner


  • Round Table Session #2 – concurrent session topics:
    • Benefits and Pitfalls of Back Testing
    • Procedures, Accuracy and Compliance in the Trading Process
    • Integrating Digital and Print Marketing
    • Using Technology to Win the Business
  • Maximizing Firm Value with Technology: Three Keys to a More Valuable Advisory Practice Ben Warwick, Quantitative Equity Strategies, LLC:  Advisors who run their practice with an eye toward eventual transition are likely to increase the value of their firm – even if it is not actually for sale. Using recent examples and his own experience selling his firm to a strategic buyer, the speaker will describe how advisors can maximize their wealth and position their firm for sale or transition to employees.

3:30 PM    

Conference Adjourns

3:45 – 5:00 pm

Recording sessions for Shark Tank applicants. By previous appointment with NAAIM staff


Conference Hotel:

Dallas-Fort Worth Airport Marriott – Room Block Has Expired!

Make reservations directly with the hotel by clicking here or calling 972-929-8800.

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Co-National Sponsors
Guggenheim  ~   ProFunds

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Platinum Sponsors
Advisors Preferred/CEROS  ~  Direxion

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