View Conference Agenda
Sunday, November 2nd
7:00 PM Meet in Hotel Lounge - for a nightcap and your first drink is on NAAIM!
Monday, November 3rd
7:30 AM Registration - Breakfast in the Sponsor Hall
8:30 AM Welcome - Barry Arnold, NAAIM President
Speakers:
Jim Bianco, President and Macro Strategist, Bianco Research LLC - macro/bond market
Sean Bailey, Editor in Chief, Horses mouth - The Many Faces of AI: From Robo-Advisor Hype to Real AI Partners
Matt Przybylski, Director, Bates Group - (Non)Confidential Confessions: Tales from Compliance Trenches
NAAIM Member Round Tables: Informal concurrent discussions focusing on topics such as Marketing, AI in Your Practice, Crypto, Custodians, Trading Techniques, and more
NAAIM All Conference Evening Event - To Be Announced
Tuesday, November 4th
7:30 AM Breakfast in the Sponsor Hall
Speakers:
Matt McCall, Founder, NXT Wave Research - How to Trade the Crypto Bull Market
Craig Petersen, CEO, Tier1 Alpha | Convex Asset Management
Jacob Deschenes, President, Era Capital Management
NAAIM Member Panels - Technology in Your Practice; Financial Planning and more
4:30 PM Conference Adjourns
Insights from those shaping the market
Speaker Spotlight
Where Strategy Meets Success
November 3-4, 2025
NAAIM’s Outlook conferences tackle current issues for active managers, covering market catalysts, trading strategies, compliance, marketing, and more, fostering peer-to-peer exchanges and collaboration to address challenges and promote the success and growth of attendee firms.
To make your hotel reservation visit: Renaissance Chicago O’Hare Suites Hotel
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Risk Management Strategies
Learn to customize risk strategies & adeptly navigate markets to safeguard investments.
Investment Strategies
Market Forecasts from renowned financial analysts.
Interactive Networking
Interactive Networking with active management peers.
Technology
Stay ahead with innovative tools driving business efficiency and results.
Business Management
Ideas with the potential to drive your advisory practice to greater success!
Marketing Tips
Market Forecasts from renowned financial analysts.