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Outlook Conference


Is back for its 7th year as a digital

OCTOBER 27, 28 & 29

Market forecasts from renowned financial analysts.

Solutions for investment advisory firms in the pandemic warp zone.

Interactive Networking with active management peers.

IDEAS with the potential to drive your advisory practice
to greater success!

Don’t let the best 2020 conference for active investment managers happen without you!

Register On-line at:  Outlook 2020 
Registration Fee:  Member: $197.00 | Not-Yet-Member: $297.00

Complete Agenda:  Outlook 2020 Agenda

Sponsorships are Available – Visit: Outlook 2020 Sponsorship Benefits – for more information 

Agenda Highlights – Each day will begin at 11:00 AM EST and adjourn at 4:00 PM EST*.  

Tuesday, October 27

  • Is It Time to Buy or Bail? – Sam Stovall, Chief Investment Strategist, CFRA Research
  • Hacker Craft: Preventing the Breach – Robert Krug, Senior Security Architect, Avast
  • Technology in Your Practice |NAAIM Member Panel
  • Investment Themes Q4 2020 – Dr. Claus te Wildt, Senior Vice President, Capital Market Strategy, Fidelity Investments
  • NAAIM Roundtable – topic to be announced

Wednesday, October 28

  • Nicholas Bohnsack, President & Chief Operating Officer, Head of Portfolio Strategy, Strategas Research Partners
  • Using Active Management to Navigate 2020 | NAAIM Member Panel
  • The Benefits of Dyanamic Profit Harvesting (DPH) – Robert Kendall, Managing Director,
  • NAAIM Roundtable – topic to be announced

Thursday, October 29

  • A Tale of Two Tails: The Melt Up and the Bear – Mebane Faber, CEO, Cambria Investments
  • Scott Webb, Founder, KitchenTraffic, Co.
  • Raising AUM in a Pandemic | NAAIM Member Panel
  • How to Successfully Complete a 2020 SEC Exam and Avoid Costly SEC Findings, Client Refunds, and Arbitration/Litigation Proceedings – Thomas Giachetti, Esq., Chairman, Securities Practice Group, Stark & Stark, Attorneys at Law
  • NAAIM Roundtable – topic to be announced

*Presentation recordings will be available to registered attendees following the conference. CFP CE Credit will be offered to registered attendees.