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.
See below or view our calendar for our upcoming webcasts.
PAST WEBINAR RECORDING
Plumbing for a Stock Market Low – Doug Ramsey, The Leuthold Group, LLC
Doug Ramsey’s presentation discussing the stock market’s recent action, and outlook using the Leuthold Group’s “weight of the evidence” approach, which is based on valuation, investor sentiment, technical market action, and analysis of the global economy. He will also discuss the prospects for a rotation in stock market leadership toward long-term underperformers like Small Cap, Value, and foreign equities.
- Featured Speaker: Doug Ramsey, The Leuthold Group, LLC
Recorded May 13, 2020
Listen to the Webinar: 1 CFP CE credit available through December 2020
A New Approach to Relative Strength Investing with Leveraged Funds
Objective: How to construct sector rotation strategies, and how to review relative strength methodology for use when analyzing funds.
The webinar presentation will review fundamentals of leveraged funds, including the one-day investment objective, impact of compounding, and re-balancing considerations over time, as well as review the relative strength methodology and how it can be used to analyze funds. Presenters will also explore ways in which relative strength can be used to construct sector rotation strategies with various funds and how to incorporate these strategies in tactical portfolios.
- Leks Gerlak, CFA, Tactical Investment Strategist, ProShares|ProFunds and Ben Jones, Senior Analyst, Nasdaq Dorsey Wright
Recorded October 15, 2019
- Understanding the Benefits and Risks of Using Inverse and Leveraged Funds
After nearly a decade of strong equity market returns, we’ve seen signs of a turning tide. Inverse investing may help to potentially smooth out turbulence in your portfolio. Hedging a losing position may also save you from selling low into a down market, causing a taxable event or disrupting your long-term investment goals. On the other hand, if you have conviction that this bull market has some legs left, leveraged investing offers a way to participate with less capital commitment. Topics of discussion include:
- The Basics of Inverse Investing
- Applying a Hedge in Different Market Conditions
- Hedging in a Portfolio Context
- The Basics of Leveraged Investing
Roya Vassell, Tactical Relationship Manager, ProShares | ProFunds and Leks Gerlak, CFA, Investment Strategist, ProShares
Recorded on December 11, 2018
- Navigating Uncertain Markets – Risk and Reward
Edward Egilinsky, Managing Director-Head of Alternatives leads a focused educational discussion of how disciplined investors can navigate uncertainty in the global financial markets. The presentation will explore a variety of topics affecting all market participants, including:
- Impact of “Trade War” headlines and opportunities to trade on
- Rising interest rates and ways to potentially benefit
- Possible return of higher volatility and how leverage and inverse can be utilized
- Incorporating tactical tools into your money management process
- Alternative strategy ideas to diversify traditional portfolios
Recorded October 24, 2018
- Mining the NAAIM Indicator Wall
The NAAIM Indicator Wall provides members with a weekly update on an array of stock market indicators. The wall includes readings and explanations of indicators and/or models in the areas of price/trend, momentum, key price levels, overbought/sold readings, sentiment, monetary, economic, inflation, and market cycles. NAAIM Indicator Wall creator and 2018 NAAIM Shark Tank Winner, Dave Moenning, Heritage Capital Research, will explain how the Indicator Wall can help with the development of a strategy resulting in real money results. He will also be offering examples of how the Indicator Wall has been used by other NAAIM members in their practice.
Recorded September 25, 2018
- Swimming with the Sharks: How 2018 Shark Tank Winner Dave Moenning Manages Risk
At this year’s Shark Tank Portfolio Strategy competition, Dave Moenning presented his firm’s flagship risk management strategy, which strives to stay in tune with the major cycles in the stock market while limiting turnover. When asked to succinctly sum up the strategy’s objective, Moenning explained, “This is a ‘core’ risk management strategy. The goal is to stay in tune with the risk/reward environment of the market and to get the big moves mostly right, most of the time – without a lot of trading.” In this webinar, Dave will review his longer-term approach to his multiple model, risk-managed approach.
David Moenning began his investment career in 1980 and has been an independent money manager since 1987. Dave founded his own firm, Heritage Capital Management, in 1989, which emphasized a risk managed approach to the markets. Most recently, Dave was Chief Investment Officer for an RIA firm responsible for $1.2 billion. Dave is Past President and Chairman of the National Association of Active Investment Managers (NAAIM). Dave served as President during the 2013 fiscal year and Vice President/Agenda chair during the 2012 fiscal year. Dave resides with his wife Catherine of 38 years and their 3 dogs in Golden, Colorado.
Recorded September 6, 2018
- How To Invest And Protect Your Assets In A Risky Geopolitical Environment | John Kosar, CMT, Chief Market Strategist, Asbury Research, LLC
Being in the 10th year of the 2009 advance in the US stock market, with hardly a meaningful correction, is risky enough. That’s before you add in emerging global trade wars, geopolitical strife between the US and its closest allies, the threat of emerging inflation, and an upcoming and hotly contested mid-term election. In this webinar, John Kosar, Chief Market Strategist of Asbury Research and Asbury Investment Management, displays and discusses some of the metrics, processes, and risk management controls that enables his clients to continue investing during risky environments, by focusing on where to buy as much — if not more — than what to buy.
Recorded August 15, 2018.
♦Translating In-House Research into Cutting Edge Investment Solutions – 10/27/2015 – John McClure, ProfitScore Capital Management and 2015 Shark Tank First Place Winner