NAAIM announces updated agenda for the first annual Outlook Conference!

Register today to take advantage of two full days of presentations and networking!

Join NAAIM for the first annual Outlook Conference, November 4 & 5, 2013 at the Hyatt Regency O’Hare (minutes from the airport), in Rosemont, IL.


Monday, November 4

8:00 a.m. – The conference will begin at with REGISTRATION and a continental breakfast in the Sponsor Hall — Followed by a full-day of presentations to include:

  • The Different Faces of Volatility Exposure and Portfolio Management – Joanne Hill, ProFund Advisors
  • NEW – Test Your Own Behavioral Finance Failings: How Human Tendancies can get in the way of Rational Investment Decision Making – Dr. Raife Giovinazzo, Fuller & Thaler
  • Option-based Trading Systems and Other Minutiae I Find Useful– Larry McMillan, McMillan Analysis Inc.
  • Sponsor Breakout: Sierra Investment Advisors – Jeff Johnson
  • NEW – Sponsor Breakout: Direxion Funds – Ed Egilinsky
  • NEW – Outlook for Bonds – Venkatesh Reddy, Zeo Capital Advisors, LLC

Tuesday, November 5

8:30 am – Begin the morning with BREAKFAST and NETWORKING with fellow advisors and sponsor representatives

  • Outlook on Markets and the RIA Business – Jefferson National
  • From Academia to the Street – Utilizing Behavioral Finance with your Practice –Charles Stucke, Chief Investment Officer, Guggenheim Investment Advisors
  • Sponsor Breakout: The True Cost of Investing – Carl Resnick, Guggenheim Investments
  • NEW – Social Media – Mark Forman, Jefferson National
  • Outlook on the Market – Jeff Kilburg, CEO, KKM Financial
  • Gratitude Marketing – Mike Sciortino, CMG Capital Management Group, Inc.
  • NAAIM Round Table – open microphone – interactive attendee participation to discuss topics of importance to active investment managers and their businesses

(Presentations are not limited to the above topics and speaker, and may change prior to the conference)

Download a Complete Agenda Here

Register for the conference On-Line

NAAIM has negotiated a group room rate of $149.00 per night at the Hyatt Regency O’Hare (minutes from the airport). The deadline to receive this rate is October 25.

Make Hotel Reservations On-Line

If you have questions, or would like additional information about NAAIM and the conference, contact Susan Truesdale at or 888-261-0787.