At NAAIM, we believe passionately in the benefits of ACTIVE investment management. Without an active component to an investment strategy, client portfolios have no protection from major market declines when asset classes fall across the board. The only way to avoid losses with passive allocation, is to also forgo the opportunity equities offer in good markets. Active management is a tool to control risk and to provide a portfolio with the potential to profit from up markets.
To help advisory firms transition to active management, NAAIM is offering a special two-hour introduction to incorporating active management in an advisory practice at our annual Trading Techniques CRAM (Cultivating Relationships Among Managers) session this November in Chicago.
NAAIM past president and long-time member Will Hepburn, President of Hepburn Capital Management, LLC of Prescott, Arizona conducts two Tuesday morning sessions prior to the main agenda designed to provide advisers with an orientation to active management :
|10 a.m.||Integrating Active Management into a Practice –||A discussion of simple technical analysis tools that can be applied within a practice to begin to manage actively.|
|11 a.m.||Developing a Trading System||A checklist of the good, bad and complicating factors within trading systems, including how to decide.|
NAAIM Trading Techniques CRAM Session
How To Develop a Statistically Significant Trading System
November 2 & 3, 2010
Crowne Plaza Hotel & Conference Center
Near Chicago O’Hare Airport
5440 N. River Rd.
Rosemont, IL 60018
Once again, it’s time to turn your thoughts to exceptional trading techniques and there’s no better source for new ideas than the NAAIM Trading Techniques CRAM Session – November 2-3, 2010 at the Crowne Plaza Hotel, conveniently located near Chicago’s O’Hare International Airport.
This year’s event is titled – How to develop a statistically significant trading system. The 2010 CRAM will include a 2-hour introductory session beginning at 10 a.m. on Tuesday for less experienced active traders who are interested in gaining a better understanding of technical analysis and evaluating trading systems. Then at 1 p.m, it’s on with in-depth trading discussions through 5 p.m. Wednesday.
Among our presenters is Dr. John Clayburg, a 20+ year veteran of trading and systems development and author and developer of Parallel User Function Technology, a unique self-adaptive trading software platform which gives systems and indicators uncommon resilience. Dr. Clayburg has spoken at system development and trading seminars from New York to Los Angeles and works with clients from around the world in the development and implementation of self adaptive trading systems and indicators. He is the author of “Four Steps to Trading Success – Using Everyday Indicators to Achieve Extraordinary Profits ” published by Wiley & Sons in July, 2001.
Presentations and speakers recently added to the agenda to the program include:
Design of Trading Systems – Robert Pardo – Pardo Capital Limited Will lead an “An Open Discussion on Trading Systems” – Here is a chance to discuss any aspect of trading systems and their design and use with the acknowledged expert on the subject. After a brief review of the importance of using a properly designed system, Bob will open the floor to your questions whether they are at a novice level up to and through concerns about some advanced aspect of system design. This will be a unique opportunity. Come prepared with your questions.
Using Investor’s Business Daily to Maximize Your Profits – Tim Reazor, Investor Business Daily – In an extensive study of the greatest winning stocks over the past 125 years, the biggest winners shared seven common characteristics before they make big price moves. Identifying these seven characteristics in companies today can help you find which stocks are most likely to be the next top-performers. During this presentation you will discover out how to quickly identify leading stocks while learning to make better buy and sell decisions. At the end of the presentation you’ll walk away with a watch list of stocks and an action plan for successful investing. Come learn more about the investing strategy that had the highest eleven year gain among 50+ investing approaches (tracked by AAII, 1998–2009).
Leveraged ETF Spreads – Bruce Robinson, Omniphase Systems – Will review the opportunities for the trading of pairs of leveraged long and short ETF’s. Tools and techniques to aid in the identification and execution of the trades will also be presented.
Make your hotel reservations now! NAAIM has negotiated a group rate of $129.00 single/$129.00 double at the Crowne Plaza Hotel & Conference Center, Chicago O’Hare – 888-233-9534 – for the CRAM session. The deadline to receive the NAAIM group rate is October 8, 2010.