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NAAIM SPEAKS | Market Insights

About That “Retest”… | Still Bullish | A Perfect 10.0 | What Will Q1 Earnings Reveal About the Economy? | What About Those Small-Caps? | Sometimes Sideways Is A Good Thing | Have An Exit Strategy | Earnings Roulette | True Diversification is a Process, Not a Set of Assumptions | Riding the Trend

NAAIM Speaks is bi-monthly newsletter containing market insights and analysis from NAAIM member firms. “Speaks” is designed to provide a plethora of market analysis, indicators, some occasional humor, as well as a summary of NAAIM’s proprietary Dynamic Asset Allocation Model and Managers Exposure Index. The report is for informational uses...

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Uncommon Knowledge

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

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NAAIM’s Outlook conferences are designed to address current issues affecting active managers from market catalysts to trading strategies, compliance, marketing, back office and more. The member-driven agenda focuses on peer-to-peer exchanges, networking and collaboration, tapping into the expertise of the membership to find solutions to issues facing active managers and to support the success and growth of attendee firms.

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Our regional workshops offer the opportunity for members and prospective members to further develop and grow their asset management businesses. Each workshop incorporates a panel sourced from local members, each with their own perspective on running a successful active management business. Questions and comments from the audience often leads to lively discussion on topics ranging from the impact of robo-advisors to compliance and back office procedures. Because so many members have practices that specialize in active investment management, marketing is another hot topic. Workshops are held throughout the country in suburban metropolitan areas.

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NAAIM offers a variety of live webcasts and recorded webinars for their members. By providing this information in an interactive, online environment where advisors can ask questions and by offering the webinar in an on-demand environment, NAAIM strives to allow members to learn and grow their Active Investment Knowledge on their own time, in the way that suits them best. Many courses are offered with continuing education credit for the Certified Financial Planner® Professional.

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Apr 28
Uncommon Knowledge 2019

NAAIM is the premier organization whose purpose is to establish active investment management as the preeminent principle used in helping investors achieve their financial goals. We are active investment managers who use systematic models and strategies to take emotion out of the investment process, helping investors improve their returns and

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See what NAAIM can do for your business

Why Join NAAIM

At NAAIM, you won’t find investment managers who create static portfolios, park their clients’ money and move on, checking back only to collect their fees. What you will find are innovators. Managers who don’t believe that just because the market drops, their clients’ portfolios are justified in doing the same. Advisers who look for new answers, better ways to invest their clients’ assets and better ways to manage their businesses.

NAAIM’s membership is comprised of Registered Investment Advisors and their Investment Advisor Representatives associated with small regional firms to large national firms with over $1Billion AUM, including hedge fund managers, mutual fund companies and a variety of other firms that provide professional services to RIAs.