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Uncommon Knowledge National Conference

Uncommon Knowledge® is the nation’s preeminent conference for the Active Investment Manager. With a wide variety of speakers and panelists, plus plenty of networking opportunities, it’s no wonder that this conference has been around for over 30 years. You won’t want to miss these 3-4 days packed with information on trading techniques, risk management and investment management strategies, not to mention the latest in technology and marketing tips to run your practice.

Uncommon Knowledge 2024
April 28 – May 1

Rosen Shingle Creek Orlando
9939 Universal Boulevard
Orlando, Florida 32819

Group Room Rate $209.00++  per night

Make Hotel Reservation Here

Topics & Presenters

  • 2025 and 2030 — Today’s Opportunities for Active Management – Charles Stucke, Washington University in St. Louis, MO
  • How to Use ChatGPT To Create A Strategic Marketing Plan – Ann Brennan, Consultant, ASMM Digital Marketing – AI Marketing
  • How to Navigate a Regulatory Exam and Avoid/Address Client Complaints in an Ever-Increasing Aggressive Regulatory Environment – Thomas Giachetti, Esq., Stark & Stark Attorneys at Law
  • The ABC’s of Cyber Security Awareness – James McQuiggan, Security Awareness Advocate, knowbe4.com
  • Bitcoin, Your Portfolio, and the Future of Finance – Matt Hougan, Chief Investment Officer, Bitwise Asset Management
  • Abrupt – Speaking to Institutional Investors – Tony Lombardi, Managing Director, Layton Road Group, LLC
  • The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Firm – Adam Koos, President, Libertas Wealth Management

Uncommon Knowledge 2024 Registration

Uncommon Knowledge Agenda


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NAAIM 2015 Uncommon Knowledge Conference was held in Newport Beach, CA.  OC Talk Radio interviewed several NAAIM members during the conference.  Hear what they had to say about the conference below: