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Outlook Conference



NAAIM is Heading to Chicagoland!

November 6 & 7

Marriott Chicago O’Hare

 Mark your calendars and join NAAIM at Outlook 2017! 

With more expert panels, networking, and topical round tables than ever before, this year’s Outlook conference will provide advisors with resources and peer-to-peer collaboration unique to NAAIM!

Monday, November 6 –  8:30 AM  to 5:00 PM
Presentations and Panels:

  • Keynote: Seasonal Trends I Have Known and Loved – Jay Kaeppel, Director of Research/VP and Portfolio Manager, Alpha Investment Management, Inc.
  • Alternative Investments for Active Management – Member Panel: Dave Wagner, Active Investment Management, LLC; Steve Williamson, Legacy Investment Group, LLC
  • Investment Performance and the Global Investment Performance Standards (GIPS®) – Mike Hultzapple, President, Alpha Performance Verification Services
  • NAAIM Round Tables to include: Trading Techniques, Marketing Indexes, Cyber Security, Personal Business Coaching
  • Shark Tank Then and Now – Member Panel: Former Shark Tank winners and finalists discuss the benefits of their participation in NAAIM’s signature strategy competition from business building to increased confidence at the podium. In addition to updates from past competitors, an established allocator will provide invaluable insights on how to increase the chances that your strategy and firm are taken seriously beyond the required good performance.

Tuesday, November 7  –    8:00 AM  to 4:00 PM
Presentations and Panels:

  • Selling Signals – The Good, the Bad and the Ugly: Ted Lundgren, Hg Capital Advisors, LLC and John Worthington, Dauble+Worthington Equity Portfolios
  • What to ask Signal Providers: A Buyer’s Perspective – Jason Erickson, Alternative Strategies Group, Inc.
  • Quickly Adopt or Optimize Robo-advisor Capabilities through Digital Decisioning Technology – Sean Naismith, Head of Analytics Services, Enova Decisions
  • NAAIM Round Tables to include: Trading Techniques, Marketing Indexes, Cyber Security, Personal Business Coaching


Marriott Chicago O’Hare
8535 Higgins Rd.
Chicago, IL 60631-2806
(773) 693-4444
Make Hotel Reservations on line at:  Marriott Chicago O’Hare



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