NAAIM Shark Tank. WANTED: Firms with New, Emerging & Proven Investment
Strategies for NAAIM's Shark. Tank! Do you have a strategy, model, or signal that
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NAAIM Shark Tank WANTED: Firms with New, Emerging & Proven Investment Strategies for NAAIM’s Shark Tank! Do you have a strategy, model, or signal that you would like to present to companies who are looking for new management strategies and/or managers? Shark Tank is created to help you gain exposure to new ideas in asset management and identify potential new business relationships during NAAIM’s Uncommon Knowledge 2014. You will have the opportunity to reach up to 50 investment management firms in one afternoon! Who can participate? Firms with New, Emerging, and Proven Investment Strategies in any of the following categories: Tactical, US Timing, High Yield, Gold, Emerging Markets, Global Tactical, Sector Rotation or more. When: Wednesday, May 7th – 1:30 p.m. to 4:30 p.m. Where: NAAIM Uncommon Knowledge 2014 – Hyatt Regency Pier 66, Ft. Lauderdale, Florida Format: You will be given 10 minutes to present your strategy, followed by 5 minutes of Q&A to a panel of NAAIM money managers (The Sharks). Additional Exposure: Your firm will be included in a Shark Tank Program to be distributed to attendees at the conference, and placed in the NAAIM Community Resource group (reaching over 150 NAAIM member firms). If you are interested in participating in this unique event, please fill-out the attached request for entry consideration form, and we will send you a complete package of Presentation Guidelines and an application to present (due February 28). Since we anticipate a large amount of interest, and the event is 4 hours in length, selection of firms invited to make presentations will be made by the NAAIM Agenda Committee.
NAAIM Shark Tank Request for Application and Presentation Guidelines: Firm Name:___________________________________________________________ Contact/Presenter:______________________________________________________ Email Address:__________________________________________________________ Phone Number:_________________________________________________________
Are you currently a NAAIM Member? ( ) Yes ( ) No (please send me membership information)
Strategy Category (circle one that best applies): Tactical; US Timing; High Yield; Gold; Emerging Markets; Global Tactical; Sector Rotation; Other ____________________________.
Results Category*(circle one): New Strategy (less than one year); Emerging Strategy (more than one year, less than 3 years); Proven Strategy (Over three years)
*All results should be NET of Management Fees Remit to:
[email protected] or Fax: 303-979-2192 If you have any questions, please contact Susan Truesdale at 888-261-0787 or
[email protected]
