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NAAIM OUTLOOK 2019

When:
November 11, 2019 @ 8:00 am – November 12, 2019 @ 3:45 pm
2019-11-11T08:00:00-05:00
2019-11-12T15:45:00-05:00
Where:
Hyatt Regency DFW
2334 N International Pkwy
Dallas
TX 75261
Cost:
$400 for CMT members
Contact:
Susan Truesdale
888-261-0787

AGENDA
OUTLOOK 2019 | November 11 & 12 | Dallas/Ft Worth

Sunday, November 10
6:00 PM Welcome Reception
NAAIM Shark Tank Finals Competition
7:00 PM – Stock Selection Strategies
8:00 PM – Tactical Strategies

Monday, November 11
8:00 AM     Registration
8:45 AM     Welcome   Matt Spangler, NAAIM President
9:00 AM     Is the Patient Too Old For A Transplant?  Doug Ramsey, CMT, CFA, Chief Investment Officer & Portfolio Manager, The Leuthold Group, LLC
10:00 AM   Software to Drive Efficiency | NAAIM Member Panel
10:45 AM   Refreshment Break
11:15 PM     Other Revenue Streams for Your Business – NAAIM Member Panel
* Topics: Financial Planning, Newsletter/Subscriptions, Insurance, or Tax Accountants
12:15 PM   Lunch – Sponsor Introductions & Winner of the Outlook Shark Tank Finals to be announced
1:45 PM    Using Market Internals and Technical Outlook – Katie Stockton, CMT, Founder & Managing Partner, Fairlead Strategies
2:45 PM   What’s Working for Your Business? General Session – Audience Participation
3:30 PM    Refreshment Break
4:00 PM   When Do You Pull the Plug on a Dead Strategy? – NAAIM Member Panel
5:30 PM   All Conference Dinner Party – Off site – Hard Eight BBQ

Tuesday, November 12
8:00 AM   Continental Breakfast – Sponsor Hall
9:00 AM   You Get an Audit, and You Get an Audit! Everybody Gets an Audit! – Ivan Barretto, Managing Director, RIA Compliance Concepts, LLC
10:00 AM   What Has Blown-Up Your Business? NAAIM Member Panel
10:45 AM   Refreshment Break – Sponsor Hall
11:15 AM     How to Leverage APIs and Custom Software Development – Michael Wheater, Splicer Technology, LLC
12:15 PM    Lunch
1:15 PM      Proven Marketing Systems, Automations & Infrastructure to Unleash Your Firms Ultimate Potential – Draye Redfern, Founder and Ambassador of Buzz, Redfern Media
2:15 PM     Refreshment Break
2:30 PM    Round Table Sessions – Small groups with attendee participation
* Communication: Client expectations of not beating the market
* Socially Responsible Investing
* Marketing
* Trading Techniques
3:45 PM   Conference Adjourns

Presenter(s)

Katie Stockton

Katie Stockton, CMT

Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research provider of technical analysis.  Her technical strategy research adheres to a top-down approach, employing multiple indicators to help clients identify opportunities and

Doug Ramsey, CMT, CFA

Doug Ramsey, who holds a Chartered Market Technician (CMT) designation, is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund. In addition to his CIO and Portfolio Management