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Take your Asset Management Business to the Next Level

NAAIM  Half-Day Regional Workshops – Locations and Dates to be announced


  • Why you should use active management in your practice
  • How to get started in Active Money Management, whether you have your own strategy or outsource
  • What it takes to develop and distribute an active management strategy
  • How active management demonstrates your added value as a professional Investment Advisor

EXPERIENCE an interactive panel and peer-to-peer networking hosted by successful NAAIM Members who will share their “tips and tricks of the trade” gleaned from decades of experience.

And more…

Workshops typically run from 9 am -1:30 pm, local time

Workshop Fee + Lunch = $30-35 (No charge for NAAIM Members)


Past Workshops Were Held in the Following Locations:

2015 – San Francisco, Seattle, Denver, San Diego, Washington DC, Philadelphia

2016 – Houston, Atlanta (Joint with MTA), Tampa, Toledo/Perrsyburg, Irvine

2017 – San Diego