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NAAIM Active Investing Strategy Competition

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.



If you are looking for distribution opportunities for your investment strategy NAAIM’s Active Investing Strategy Competition Can Help!


2021 Competition Categories

NAAIM’s Active Investing Strategy competitions are category specific. 2021 categories include:

Stock selection | Tactical allocation | Asset allocation | Fixed income | Alternatives


Competition Finals – June 23 & 24, 2021

The next NAAIM Active Investing Strategy Competitions will be held on Wednesday, June 23rd and Thursday June 24th. The 2021 competitions will be held virtually with a live audience.


Competition Structure

There are two rounds of competitions: Preliminary and Final.

Preliminary Round of Competition: From the applications received, a preliminary round of competition will be held online via GoToWebinar at a pre-arranged time.

Each manager selected to participate in the preliminary round of competition will make a 9-minute presentation (this is a hard deadline) to the NAAIM Investing Strategy Committee on-line (GoToWebinar), which will be recorded.  A  Q & A session with committee members will be conducted during your preliminary presentation.

The NAAIM Investing Strategy Competition Committee will select the finalists based on the quality of the strategy and presentation, strategy tenure and track record, portfolio statistics, and the committee’s view of potential adoption success.  Finalists will be announced May 22, 2021.

Finalist Selection:  Final rounds will take place June 23 & 24.  In the final round, the Q & A session will include judges and audience.  The winner of each strategy competition will be chosen by the NAAIM Active Investing Strategy Competition Committee.


Who May Participate

The NAAIM Active Investing Strategy Competition is open to all trading and investing practitioners who have developed strategies with live, verifiable, real money track records.  Note:  NAAIM membership is required by finalists to participate in the June 23 & 24 final event.


How to Apply

Managers wishing to participate in the upcoming event must submit an online application to the committee for preliminary competition consideration.  Once submitted you will receive an email from NAAIM to schedule your online presentation. 

Link to Online Application


Competition Rules

Here’s a link to the competition rules: 

2021 Active Investing Strategy Competition Rules


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 grand prize winner will receive access to TWO fund platforms, Global View Capital Advisors and Tactical Fund Advisors, which have collectively placed more than $225 million with NAAIM Active Investing Strategy Winners.

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 and the manager will receive an invitation to the firm’s annual conference.

Tactical Fund Advisors provides multi-manager and single manager tactical funds that utilize adaptive optimization methods.  Pending due diligence the winning firm will be included as a sub-advisor on Tactical Fund Advisor’s platform.


Category Competition Prizes

The winners of each category competition will receive:

Promotion to NAAIM Membership

Live Meetings with Manager-of-Managers Firms

$500 Cash Prize


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

 


 

Previous Winners:

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