THE NATIONAL ASSOCIATION OF ACTIVE INVESTMENT MANAGERS PRESENTS:
OUTLOOK 2019
Calling All Investment Managers, Advisors, And Planners...
November 10th - 12th in Dallas, Texas
THE NATIONAL ASSOCIATION OF ACTIVE INVESTMENT MANAGERS PRESENTS:
OUTLOOK 2020
Calling All Investment Managers, Advisors, And Planners...
May 3rd - 6th in Tampa, Florida
Seating Is LIMITED to 100 attendees and will fill up fast!
Sit alongside some of the BEST Investment Managers and Advisors at this year's Outlook Conference...
What is NAAIM Outlook Conference?
Join An Elite Group Of Entrepreneurial Investment Advisors and Managers
The purpose of this event is simple.  To bring together an exclusive group of elite money managers, traders and advisors to learn the frameworks that cause good money managers, to become great.

Much of what you'll learn is the direct result of thousands of hours of strategic market analysis, business development, and so much more...
Networking
Strategies
Growth
Networking and Community
Strategies and Implementation
Business Growth and Opportunity
WHO IS THE OUTLOOK CONFERENCE FOR?

Perfect for Portfolio Managers looking to enhance and add strategic ideas and opportunities to your arsenal


Perfect for expanding your offering and developing strategic relationships and strategies


Perfect for RIAs who want to implement new portfolio options across broader asset types and risk tolerance levels


Perfect for IARs & fee based planners looking to take a more active role in portfolio management


Perfect for Advisors looking to connect with portfolio managers and take their practice to the next level


Perfect for financial representatives that want to graduate into the world of active investment management

NAAIM  OUTLOOK
CONFERENCE 2020
MAY 3-6, 2020 / TAMPA, FL
WHAT TO EXPECT
ACTIONABLE CONTENT
Find out how you can build brilliant and time tested investment strategies that will give you credibility and status with your clients...

We, here at NAAIM, wanted a platform where we could do a deep dive into the technical analysis, strategies, and regulation that will put your firm and practice in the top tier of the investment and advisory space.

It's unlike anything you'll experience all year!

Actionable content and an ongoing Library of resources exclusive to attendees of this event! 
ACTIONABLE CONTENT
Find out how you can build brilliant and time tested investment strategies that will give you credibility and status with your clients...

Outlook is THE platform where we dive deep into the technical analysis, strategies, and regulation that will put your firm and practice in the top tier of the investment and advisory space.

It's unlike anything you'll experience all year!

Actionable content and an ongoing Library of resources exclusive to attendees of this event!
BUSINESS GROWTH STRATEGIES
Learn the patterns and frameworks that cause success...

Member panels and marketing specialists tell all about what's working and what's not. Their entire aim is to show what has blown up their business and how you can implement the same strategies immediately.

Tried and true "models" that advisors are using to eliminate "trial and error" and move immediately to massive growth. You'll want to be here for this! 
BUSINESS GROWTH STRATEGIES
Learn the patterns and frameworks that cause success...

Member panels and marketing specialists tell all about what's working and what's not.  Their entire aim is to show what has launched their business to a new level and how you can implement the same strategies immediately.

Tried and true "models" that advisors are using to eliminate "trial and error" and move immediately to massive growth.  You'll want to be here for this!


NETWORKING & FUN
Lunches and Dinners at the Outlook Event aren't just for eating and drinking

You'll be able to sit alongside experts with a variety of Active Investing backgrounds as specialists give you new insights that you can start applying immediately.

It just takes a few of the right connections to change everything!

This is your chance to massively propel your business forward!
BUSINESS GROWTH STRATEGIES
Lunches and Dinners at the Outlook Event aren't just for eating and drinking

You'll be able to sit side by side with experts from all different kinds of Active Investing backgrounds as specialists give you new insights that you can start applying immediately.

It just takes a few of the right connections to change everything!

This is your chance to massively propel your business forward!here for this! 
SPEAKER AND EVENT BREAKDOWN
Take A Look At Everything You're Going To Be Able To Experience ONLY At Outlook 2020!
*EXCLUSIVE ACCESS TO THE WINNING STRATEGIES*
NAAIM
SHARK TANK
The Premier Active Investing Strategy Competition
Each year, the National Association of Active Investment Managers (NAAIM) hosts competitions to seek out the best actively managed investment strategies. NAAIM’s Shark Tank Active Investing Strategy 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. 

Beginning May 3, 2020, NAAIM’s Shark Tank Investing Competitions will be strategy category specific. Stock selection strategies will compete directly with other stock selection strategies, and asset allocation, tactical, fixed income, and alternative strategies will all compete against like strategies.
*EXCLUSIVE ACCESS TO THE WINNING STRATEGIES*
NAAIM
SHARK TANK
The Premier Active Investing Strategy Competition
Each year, the National Association of Active Investment Managers (NAAIM) hosts competitions to seek out the best actively managed investment strategies. NAAIM’s Shark Tank Active Investing Strategy 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. 

Beginning November 10, 2019, NAAIM’s Shark Tank Investing Competitions will be strategy category specific. Stock selection strategies will compete directly with other stock selection strategies, and asset allocation, tactical, fixed income, and alternative strategies will all compete against like strategies.
SPEAKERS & PANELISTS
TOM DORSEY
Tom Dorsey is the Co-Founder & Chief Executive Officer of Dorsey, Wright & Associates, a registered investment advisory firm that provides quality equity analysis and options strategies to member firms and institutions. Formerly a senior vice president and director of Options Strategies with Wheat First Securities and a stockbroker with Merrill Lynch, Dorsey has become one of the industry’s foremost experts in Point and Figure Charting and teaches this method worldwide.

Tom is the author of Point & Figure Charting: The Essential Application for Forecasting and Tracking Market Prices, Thriving as a Broker in the 21st Century and Tom Dorsey’s Trading Tips: A Playbook for Stock Market Success. He has been a regular guest on Fox’s “Cavuto on Business” and “Bulls & Bears” programs, and frequently speaks to audiences worldwide on topics related to the stock market, technical analysis, and Relative Strength investing. He has written articles on equity market and options analysis for The Wall Street Journal, Barron’s, Technical Analysis of Stocks and Commodities Magazine, and Futures Magazine.

Tom is a recipient of the Wharton School of Finance Securities Industry Association’s Distinguished Speaker Award. He was also named Alumni of the Year 2000 for Virginia Commonwealth University and was granted the Citizens Community Award from Governor Charles Robb. Tom has also served as a member of the Philadelphia Stock Exchange Board of Advisors.
ROB HANNA
Rob Hanna has been a full-time market professional since 2001. He has served as president of Hanna Capital Management, LLC since that time. He first began publishing his market views and research in 2003. From 2003 to 2007 his column “Rob Hanna’s Putting It All Together” could be found twice a week on TradingMarkets.com.

In January of 2008 Rob began Quantifiable Edges. In 2012 Rob opened his 2nd website, Overnight Edges. Both sites use historical analysis to asses current market action and odds.

Rob utilizes price action, volume, breadth, sentiment, seasonality, liquidity flows and more to conduct his research. Some of the indicators he uses are well known and publicly available. Others were created in-house. His work has been widely referenced and quoted over the years, and is often linked to in blogs, tweets, Stocktwits messages, magazine articles and more.
THOMAS GIACHETTI
Thomas D. Giachetti, Shareholder, is Chair of the Investment Management & Securities Practice Group. A former investment banker and NASD registered representative, Mr. Giachetti’s legal practice is devoted to investment-related matters, including the representation of investment advisers, financial planners, broker-dealers, public and private investment companies (e.g., mutual funds, hedge funds, etc.), CPA firms and registered representatives throughout the United States. He also advises claimants and respondents in securities regulatory, arbitration and litigation matters.

Mr. Giachetti is a recognized author and commentator on investment-related legal matters and a frequent lecturer at securities industry compliance seminars, annual meetings, and educational programs throughout the country. He also serves as an expert witness in securities litigation/arbitration matters throughout the United States. In 2014, Mr. Giachetti was featured in Investment Advisor Magazine’s 12th Annual IA25, a selection of the 25 most influential people in the investment advisor industry.

The Investment Management & Securities Practice Group of Stark & Stark represents investment advisers, financial planners, broker-dealers, CPA firms, registered representatives, public and private investment companies (e.g., mutual funds, hedge funds, etc.), and investors throughout the United States. The firm, with more than 100 attorneys, and offices in Princeton, Marlton, Philadelphia, Yardley, and New York City serves clients located across the United States and Canada.
JULIA LITTLECHILD
Julie Littlechild is a speaker, writer and researcher. Her firm, Absolute Engagement, helps advisors, teams and enterprises gather client feedback and design a compelling client experience that will drive significant engagement, revenue and referrals.

 Julie has worked with and studied successful financial advisors and their clients for more than twenty-five years. Prior to founding Absolute Engagement, she launched and ran one of the industry’s leading research firms, focused on client engagement. Julie is the author of a popular blog, the co-host of the Becoming Referable podcast and the author of The Pursuit of Absolute Engagement.

Julie sat on the national board of the Financial Planning Association, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine, and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.
GREG MORRIS
Gregory L. Morris currently works as a consultant in the field of technical analysis and money management. Greg has been a technical market analysis for over 40 years and has been enjoying semi-retired life since 2014. Recently, Greg has been writing a blog for StockCharts.com called Dancing with the Trend. He also updated his book, The Complete Guide to Market Breadth Indicators. Previously, Greg was the Sr. Vice President, Chief Technical Analyst, and Chairman of the Investment Committee for Stadion Money Management, LLC. He still serves as the chairman of the Station Trust Board.

Greg educates institutional and individual clients on the merits of technical analysis and why he utilizes a technical rules-based trend-following model. Until he retired, Greg oversaw the management of over $5.5B in assets in six mutual funds, separate accounts, and retirement plans at Stadion, as well as at the MurphyMorris ETF. Greg recently published his fourth book, Investing with the Trend – A Rules-based Approach to Money Management, about the flaws of modern finance, research on risk and trend analysis, and how to build a rules-based trend-following model. His Japanese Candlestick Pattern Recognition software for MetaStock not only offers automatic identification of real patterns, but provides a sophisticated trend analysis measure and automatic support and resistance identification.

Greg is a member of the National Association of Active Investment Managers (NAAIM) where he currently chairs the Wagner Paper Contest, the American Association of Professional Technical Analysts (AAPTA), and the CMT Association. He graduated from the University of Texas at Austin in 1971 with a BS degree in Aerospace Engineering.

Greg has authored numerous investment-related articles, speaks at numerous seminars and investment groups, and has appeared many times on the Financial News Network (FNN), Fox Business, CNBC, and Bloomberg TV. He has been featured in a variety of industry publications including Barron’s, BusinessWeek and Bloomberg, and has lectured in seven countries on the merits of technical market analysis. From 1971 to 1977, he was a Navy F-4 fighter pilot aboard the USS Independence who was selected for, and graduated from, the Navy Fighter Weapons School known as Top Gun. Greg and his wife, Laura, live in the mountains of North Georgia.
OUTLOOK 2020 EVENT FAQ's...
 What Are The Dates For Outlook? 
May 3-6, 2020. New this year -- The agenda will begin on SUNDAY, May 3 at 6:00 PM with the NAAIM Shark Tank Finals Competition! Arrive in time for the NAAIM Shark Tank Competition Welcome Reception at 6:00 pm CST. Followed by SIX fast-paced presentations with time for Q&A from audience member at the finals. Conference registration will also be open on Monday, May 4 at 8:00 a.m. Come early and join us in the Sponsor Hall for breakfast sandwiches, and to meet our Sponsors. The Outlook agenda will be jam-packed with speakers, member panels and round tables until the close of the conference, Wednesday, May 6 after lunch. 
What Is The Venue For The Event?
Tampa, FL at the Westin Tampa Waterside. 
 Can Anyone Attend This Event?
Yes, if you have (or want to have) a successful investment and advisory practice, then this LIVE event is for you!
 Can I Bring My Spouse Or A Guest?
Yes, an additional fee will be assessed for meals and extras.
 Can I Get A Refund If I Can't Attend?
Conference fees will be refunded only if notice is given in writing via email to info@naaim.org within 14 days of the credit card purchase and prior to 14 days of the first day of the event. NAAIM reserves the right to award this refund by check or by credit to your account.
 What Do I Need To Bring?
Bring what you need.  We will provide a notebook and pen along with some other cool swag.
 What Should I Wear?
Dress is business casual for all day and evening events.
 Any Other Questions?
Contact support at NAAIM by CLICKING HERE
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