NAAIM Active Investing Strategy Competition 2023
Each year, the National Association of Active Investment Managers hosts competitions to seek out the best actively managed investment strategies. The competition was launched in 2013 to provide an opportunity for managers to showcase their active investment strategies, models, and signals and to provide membership with opportunities to develop relationships with other active managers.
NAAIM 2023 Active Investing Strategy Competition
Preliminary Online Rounds: February 1-March 30, 2023
AISC Final Competition – In Person:
May 7, 2023 at Uncommon Knowledge, Scottsdale, AZ
Who May Participate: The NAAIM Active Investing Strategy competitions are open to all trading and investing practitioners who have developed strategies with live, verifiable, real money track records. Note that NAAIM Membership is required to participate in the AISC Live Competition, May 7 in Scottsdale, AZ.
There are two rounds of competitions: Preliminary and Final. Each competitor will be given 7 minutes to present their strategy.
The winners of the Preliminary Strategy Competition will be selected by the NAAIM Active Investing Strategy Competition Committee, and will advance to the Final in-person competition in May at Uncommon Knowledge 2023. The Grand Prize winner of the Final round will be selected by the NAAIM AISC committee and a panel of outside judges.
Grand Prize Package:
- Live Distribution and Promotion on TAMP Offering*
- Promotion to NAAIM Membership
- $5,000 Cash Prize
The grand prize winner will receive access to Global View Capital Advisors’ platform. Global View Capital Management’s tamp offering focuses on active investment managers, and *pending due diligence approval, the winning strategy will be promoted to Global View’s advisor base.
How to Apply: Managers wishing to participate in the upcoming event are requested to submit an application to the committee.
APPLICATION for 2023 NAAIM AISC Competition
What past winners say about the competition…
“I can’t say enough about the NAAIM Shark Tank Strategy Competition or the NAAIM community in general. Having recently left a CIO position at a large RIA firm, I was looking for an opportunity to showcase my new consulting services. The strategy I presented to the Shark Tank was very well received and within 6 months of the competition, I had acquired 8 new business relationships. I am pleased to report that my services are now promoted on 4 multi-manager platforms and I have a multitude of advisors to work with. I would encourage anyone looking to promote their business to participate in the NAAIM Shark Tank Strategy Competition.”
David Moenning – 1st Place Winner – 2018
Chief Investment Officer, Heritage Capital Research
“I entered the Shark Tank for the 2015 competition. I had sold my prior company years earlier but had a non-compete until 2014 when I sold my remaining shares and decided to take my 12 year EVO trading system and track record to the Shark Tank challenge. After placing third, my assets began to grow substantially, even before winning the competition last year. Today our assets primarily through licensing, using just the EVO strategy, have grown to $370m. I have to credit my participation in the Shark Tank for the exposure in getting to this level.”
Rich Paul – 1st place winner – 2017
President, Potomac Advisors
“Winning NAAIM’s Shark Tank strategy competition has been invaluable on many levels. As a manager previously immersed solely in the hedge fund world, joining NAAIM opened several new avenues of opportunity I simply hadn’t been aware of before. Additionally, the community of fellow tactically-oriented managers willing to share ideas and resources was a truly welcome surprise. Without question, the Shark Tank victory has helped my business grow, and I believe that my continued association with NAAIM will only help further the future growth of my business.”
David Bush – 1st place winner – 2016
Managing Member, Alphatative LLC
2021: Equity Focus Strategy Category: James Lee, StratFi – StratFi Caffeinated Market Timing Model
2021: Conservative Blend Category: Vivek Verma, American Alpha Income (AAI) Strategy
2019 Outlook | Stock Selection Category: Bill Davis, Stance Capital LLC – Stance Equity ESG Large Cap Core
2019 Outlook | Tactical Stock Market Strategy: John Worthington, Dauble+Worthington Equity Portfolios – D+W Sector Rotation
2019: Len Fox, Scarecrow Trading – Symphonic Index
2018: David Moenning, Heritage Capital Research – The Risk Manager
2017: Rich Paul, Potomac Advisors – EVO
2016: David Bush, Alphatative LLC – Stratversify
2015: John McClure, ProfitScore Capital Management
2014: Len Fox, Scarecrow Trading – Crow Chaser