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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 more than 20 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 2017
April 30 – May 3
Hilton San Diego Resort and Spa

westin beach photoUncommon Knowledge 2016
Staying Ahead of Change: Actions to Take Today for Building Success

May 1 – May 4
The Westin Fort Lauderdale Beach Resort


Uncommon Knowledge 2016:  COMPLETE AGENDA


  • Sunday, May 1 – Fishing Excursion- 7:00 am
  • Sunday, May 1 – Golf Tournament  –  10:30 am – 7:00 pm
    Sunday, May 1- Solo Advisors Meeting – 4:00 – 6:30 pm
    Sunday, May 1 – Welcome Reception – 7:00 pm
  • Monday, May 2- Registration for Conference – 7:30 am
    Monday, May 2 – Evening Event – 6:00 pm
  • Monday, May 2 – Wednesday, May 4 – Sponsor Hall is Open
  • Wednesday, May 4 – Shark Tank Competition Finals – 1:30 – 5:00 pm


  • KEYNOTE Speaker – Short and Intermediate Profit Opportunities in the Current Market Environment – Helene Meisler, Financial Markets Analyst
  • Robo Advisers -The Only thing we have to fear is? Hal Ratner, Morningstar
  • Last Man Standing: Trading Systems that Work in Today’s Market – Mebane Faber, Cambria Investment Management
  • KEYNOTE Speaker: A Culture of Content Marketing: How to take Your
    Organization to the Next Level of Content
    – Marcus Sheridan, The Sales Lion
  • Benchmarking for Sustainable Success – Joe Lukacs, International Performance Group, Inc.
  • Succession Planning for Your Advisory Firm & Intellectual Property – David Goad, Succession Planning Consultants, Inc.
  • The Secret to Marketing to Millennials: How to Build Trust and Authority – Kali Hawlk Writer and consultant at and Director of Marketing for XY Planning Network
  • Index Annuities: Are They Too Good to Be True? – John Conrath, Portfolio Medics
  • How to Build a Trading System:  Paul Montgomery, Scotia Partners, Ltd.
  • Compliance – Tom Giachetti, Stark & Stark Attorneys at Law (Interview)

Click Here for the full agenda: 2016 Uncommon Knowledge Agenda


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: