Held in between our annual Uncommon Knowledge conference in May and Outlook conference in November
Designed to be informal and minimal cost opportunities for NAAIM members to come together to participate in timely and lively discussions about various topics affecting your daily business and the challenges of the market.
Events usually include an educational topic presented from an industry leader
Chapters have formed in the Northwest Ohio (The Perrysburg Roundtable); Phoenix, Houston, Dallas, Tennessee, Florida, and Northern and Southern California.
NAAIM was formed in 1989 as a non-profit association of registered investment advisors who provide active money management services to their clients, in order to produce favorable risk-adjusted returns as an alternative to more passive, buy and hold strategies.