Irving, Texas – November 3, 2015

The National Association of Active Investment Advisors (NAAIM) announced a new membership structure this morning.

Convened at their annual fall Outlook conference, the association president Ted Lundgren of Hg Capital in Houston, TX welcomed members and guests to the conference. Lundgren then spoke about the successful Board of Director initiatives to grow the organization over the last few years. “NAAIM is constantly looking at new ways to develop the organization so that it has an impact on the members that we serve. Growing membership is one of the ways to keep our association vibrant with new ideas to share.”

Lundgren went on to discuss the new membership structure, effective January 1, 2016. “Traditionally, NAAIM membership has been comprised of Registered Investment Advisors at the firm level. In order to be consistent with other industry associations, plus provide the best value for our current, smaller members, we will be moving to individual memberships. So starting in January 1, 2016, we invite advisors to join NAAIM as an individual member, priced accordingly. We will still offer group membership at a discounted rate.”

2016 individual memberships will be priced at $300 per member. Firms with three members will receive a discount.

In addition, NAAIM has a special promotion for the remainder of 2015 – just for new firms. If a firm joins before December 31, 2015, their firm membership (up to five member representatives) will be good through 2016.  This offer applies only for first-time members.

NAAIM has grown significantly over the last two years.  Along with our two national conferences, we also offer regional workshops around the country. NAAIM signature programs include two investment competitions – one more research-based, the other based on money-management strategies, plus two additional programs for market activity. The latter two are the NAAIM Exposure Index, which is publicly available, and the NAAIM Indicator Wall, which is a member-only feature.

2015 marks the third annual fall Outlook conference for NAAIM.  The conference featured well-known speakers such as Tom McClellan of the McClellan Market Report and Will Geisdorf from Ned Davis Research discussing the market outlook, plus time was set aside for planned peer-to-peer roundtables, where members can share information about topics significant to them.

On Tuesday, James Green, Editor at, shared ideas on how to work with the media and later  Erik Pahlow, Executive Vice President of Succession Planning Resources, presented idea on how to value your firm for succession planning.  Member panels and roundtables were a popular mainstay again this year, with tips on client marketing to outsourcing to trading models and indicators.

Tuesday afternoon saw the third showing of the NAAIM Shark Tank, a short, timed format where advisors can present their models/strategies for critique by judges.  Six finalists were named and will compete at the 2016 Uncommon Knowledge conference for the first prize package of $5000 plus additional prizes.  More information about the finalists can be viewed on the NAAIM website – 2016 NAAIM Shark Tank Finalists.

At the Outlook 2015 conference, NAAIM also introduced a revised home page for their website, streamlining and updating the website