NAAIM Regional Meetings

RIAs all across the country are realizing that active management is one of the few things that worked in 2010.   Strategies that can defend a portfolio’s value helped many mangers retain and even grow assets last year, despite the recession.

If your RIA firm has an interest in active management of investments, I’d like to invite you to learn more with the National Association of Active Investment Managers (NAAIM) meetings going on in your area.

Through interaction with other active money managers, NAAIM members learn how to grow their practices and discuss challenges, solutions and innovations in the art and science of active money management. 

Our members report that the #1 benefit of NAAIM is being able to mingle and learn from other active managers – sort of a rare breed.  Normally, our greatest networking opportunities occur at our 3 national meetings each year, but now networking with like-minded advisers comes to life at the NAAIM regional meetings.

For more information on meetings in your area, contact
the appropriate coordinator below:

Mid-Atlantic – Coordinator: Geoff Foisie, Shawbrook -703- 549-7304

Houston, TX - Coordinator: Ted Lundgren, Hg Capital
Advisors, LLC - 281-589-2623

Dallas, TX - Coordinator: Peter Mauthe, Millennium Wave Investments - 972-213-5816

Minneapolis/St. Paul, MN – Coordinator: Jim Goodland,
Securus Wealth Management LLC - 763-231-7888

Nashville, TN – Coordinator: Bo Bills, Bills Asset Management
- 615-371-5928

Perrysburg Round Table (Northern OH - Eastern MI) - Coordinator: Dave Serbin, Lindisfarne Investments - 330-335-3000

Phoenix, AZ – Coordinator: Dave Daughtrey, Copperwynd Financial, LLC - 480-348-2100

Rocky Mountain - Colorado – Coordinator: Sam Jones,
All Season Financial Advisors - 303- 837-1187

Chicago, IL - Dave Wagner, Active Investment Management, LLC - 708-873-5508