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NAAIM Shark Tank | Active Investing Strategy Competition

Shark Tank 2015

The NAAIM Shark Tank  Active Investing Strategy Competition was created to help NAAIM Members gain exposure to new ideas in asset management and identify potential new business relationships

Each year, the National Association of Active Investment Managers (NAAIM) hosts a competition to search out the best actively managed investment strategies. NAAIM’s Shark Tank Investment Strategy 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.


 

If you are looking for distribution opportunities for your investment strategy NAAIM’s Shark Tank Can Help … and Returns in November!

NEW For 2019/2020 ~ Category Competitions!

Beginning November 10, 2019, future NAAIM Shark Tank Investing Competitions will be strategy category specific. Stock selection strategies will compete directly with other stock selection strategies, and asset allocation, tactical, fixed income, and alternative strategies will all compete against like strategies.

Next NAAIM Shark Tank Competition: November 10, 2019 – Dallas, TX

The next NAAIM Shark Tank Active Investing Strategy Competition will be held on Sunday, November 10, 2019 at the Hyatt Regency DFW in Dallas, TX. The two strategy category competitions will be:

Stock Selection Strategies. Attention all Stock pickers: Here’s your chance to show your stuff. Stock selection strategies are defined as investing strategies that apply “selection alpha” to a portfolio of individual equities. All managers with verifiable, live track records for their stock picking strategies are welcome to compete.

Tactical Stock Market Strategies. Traders, timers, and risk managers: This competition category is for you. Tactical Stock Market Strategies are defined as investing strategies that utilize a tactical approach to the management of the U.S. stock market. All managers with verifiable, live track records for their tactical strategies are welcome to compete. Note that leverage is limited to 2X for this competition.

2019 Outlook Grand Prize Package
Live Distribution and Promotion on TAMP Offering*
Promotion to NAAIM Membership
Live Meetings with Manager-of-Managers Firms
$1,000 Cash Prize

The biggest NAAIM Shark Tank news is the 2019/2020 1st place winners will be considered for a distribution slot on Global View Capital Management’s TAMP offering* which focuses on active investment managers. *Pending due diligence approval by Global View, the winning strategy will be promoted to Global View’s advisor base and the manager will receive an invitation to the firm’s annual conference. Global View currently hosts three recent Shark Tank managers and has raised more than $100 million in AUM for previous Shark Tank winners over the past two years.

Who May Participate: The Outlook 2019 NAAIM Shark Tank strategy competition is open to all trading and investing practitioners who have developed a stock selection strategy or a tactical stock market strategy with a live, verifiable, real money track record.

How to Apply: Managers wishing to participate in the upcoming event are requested to submit an application to the committee by 9pm ET on Monday, September 30. Finalists for each category will be announced on or before October 21, 2019.  Note:  You do not have to be a NAAIM member to participate in the preliminary round of competition.

LINK To Online APPLICATION

Outlook 2019 Shark Tank – RULES

Finals:  November Outlook 2019 NAAIM Shark Tank Competition: The finalists will compete in front of the live audience at NAAIM’s Outlook conference on November 10, 2019 at the Hyatt Regency DFW in Dallas, TX.  Note:  Note: NAAIM Membership is required to participate in the live NAAIM Shark Tank Finals.



Here’s what past winners say about NAAIM Shark Tank and how it has helped their business

“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 service. 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


Previous Winners:

2019: Len Fox, Scarecrow Trading
2018: Dave Moenning, Heritage Capital Research
2017Rich Paul, Potomac Advisors
2016: David Bush, Alphatative LLC
2015: John McClure, ProfitScore Capital Management
2014: Len Fox, Scarecrow Trading