View Conference Agenda
Sunday, October 25
3:00 – 6 PM NASAA IAR CE Credit – 3 Hours: Ryan Redfern, President, Shadowridge Asset Management, LLC.
6:00 PM NAAIM Board Meeting
7:30 PM Meet in Hotel Lounge for a nightcap and your first drink is on NAAIM!
Monday, October 26
7:30 AM Registration - Breakfast in the Sponsor Hall
8:30 AM Welcome - Ron Rough, NAAIM President
8:45 Henrietta Treyz, Co-Founder, Director of Economic Policy, Veda Partners
9:45 The 80/20 Manifesto: The Power of Disproportionate Returns - David Leo,
Founder, Street Smart Research Group, LLC
10:45 Refreshment Break
11:15 NAAIM Member Panel – Using AI for Investment Research and Modeling: Rob Hanna, Capital Advisors 360
12:15 Lunch - Sponsor Introductions
1:15 Danielle DiMartino Booth, CEO and Chief Strategist, QI Research
2:15 Leila Shaver, Founder and Compliance Nerd, My RIA Lawyer
3:15 Refreshment Break
3:45-5:15 NAAIM Member Round Tables: Informal concurrent discussions -
Session #1 Topics: Marketing; Custodians; Technical Analysis/Trading
Session #2 Topics: Technical Analysis/Trading; Software Tools Used in Your Practice
6:00-9:00pm NAAIM Evening Event
Tuesday, October 27
7:30 AM Breakfast in the Sponsor Hall
8:30 Helene Meisler Contributor, The Street Pro
9:30 Ryan Redfern, President, Shadowridge Asset Management, LLC
10:30 Refreshment Break
11:00 Chad Henry, ForthRight Financial Planning
12:00 Lunch – Roundtable Summaries
1:00 NAAIM Member Panel - Using AI for Marketing, Compliance, Note Taking and Other Business Practices
2:00 Refreshment Break
2:30 NAAIM Exchange Live
4:05 PM Conference Adjourns
Insights from those shaping the market
Where Strategy Meets Success
October 26-27
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: The Westin Dallas Fort Worth Airport
Active
Investment
Active
Solutions
Solutions for investment
advisory firms
that want to grow.
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.