2025 KICK OFF! Webinar with Ryan Detrick, Carson Group; FPM Round Table and Founders Award Competition in January!

New Year, Big Moves:

Join Our January Webinar & Power-Packed Round Tables! Write a paper for the 2025 Founders Award Competition!

Wednesday, January 8

4:15 PM ET

Animal Spirits:

Why The Bull Market Isn't Over

Presented by:

Ryan Detrick, Chief Market Strategist, Carson Group

Are we nearing the end of the bull market, or is it just getting started?

Join us for an exclusive webinar featuring Ryan Detrick as he explores why fears of the bull market's demise may be overblown. With a focus on the resilience of the consumer and the economy’s underlying strength, Ryan will unpack:

Why this bull market may still be in its early stages.
Key indicators showing the economy's enduring momentum.
What it all means for investors moving forward.

The presentation has been approved for 1 hour CFP CE credit

FINANCIAL PLANNING MASTERMIND

ROUND TABLE OPEN TO ALL!

Members and Not-Yet-Members invited!

Thursday, January 9 - 4:00 PM ET

TOPIC: STAY AHEAD - HELPING YOUR CLIENTS DODGE TAX SEASON STRESS!

LINK TO FPM ROUND TABLE

Competition Rules

Intent to Submit a Paper

2025 NAAIM FOUNDERS AWARD

Call for Papers:

We invite papers on innovative topics in active investing. Submissions may include documented investment approaches, analyses on the validity of active investing, or research into topics like technical analysis, quantitative analysis, position sizing, scaling trades, exit strategies, tax harvesting, and execution.

Who Can Submit: The Founders Award paper writing contest is open to investment practitioners, academic faculty, and doctoral candidates.

Selection Criteria: Papers should be practically relevant for financial professionals, presenting strategies executable in today’s markets. The focus is on active investment management that aims to outperform passive, buy-and-hold strategies, although papers on any aspect of active investing will be considered. A jury of scholars and investment professionals will review and award the prize.

Deadline to submit a paper: March 3, 2025

UNCOMMON KNOWLEDGE 2025

MAY 4 - 7

The Westin South Coast Plaza

Costa Mesa

California

Mark your calendars and get ready to join NAAIM this Spring in sunny Costa Mesa, CA! Dive into a dynamic conference packed with insightful sessions on all things Active Management, featuring visionary guest speakers and industry thought leaders. Don’t miss this opportunity to expand your expertise and connect with the best in the business!

Conference Registration LINK

Member Early Bird Registration: $1,047 pp (ends January 31, 2025)
Not Yet Member Registration: $$1,595 pp

Click here to Join NAAIM and take advantage of Member Pricing

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