View Conference Agenda
Sunday, October 25
3:00 – 6 PM NASAA CE Credit – Ethics and Professional Responsibilities: Ryan Redfern, 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
Speakers:
Henrietta Treyz, President and Macro Strategist, Bianco Research LLC - macro/bond market
David Leo, The Financial Advisor’s Coach
Member Panel : NAAIM Using AI for investment research and modeling
Danielle DiMartino Booth: CEO and Chief Strategist, QI Research
Danielle Leila Shaver: Founder and Compliance Nerd, My RIA Lawyer
NAAIM Member Round Tables
NAAIM All Conference Evening Event - To Be Announced
Tuesday, October 27
7:30 AM Breakfast in the Sponsor Hall
Speakers:
Chad Henry, ForthRight Financial Planning (trading)
Ryan Redfern, President, Shadowridge Asset Management, LLC (marketing)
NAAIM Member Panels - Using AI for marketing, compliance, notetaking and other business practices
NAAIM Exchange Live
4:00 PM Conference Adjourns
Insights from those shaping the market
Speaker Spotlight
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
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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.