NAAIM Issues a Call for 2019 “Shark Tank” Competitors

The National Association of Active Investment Managers (NAAIM) has issued a renewed call for competitors for its “Shark Tank” Active Investing Strategy Competition. Since 2013, this unique challenge has allowed investment managers to gain exposure to new ideas employing active management strategies, possibly leading to new business relationships.

Investment Managers wishing to participate are requested to submit a written application to the Shark Tank Committee for consideration. Finalists will present their strategies at the NAAIM Uncommon Knowledge Conference in Scottsdale, AZ at the DoubleTree Resort by Hilton Paradise Valley on April 28 through May 1, 2019. The NAAIM Shark Tank rules have been broadened to accept applications from members as well as non- members, so you don’t have to be a NAAIM member to participate.

For Investment Managers who employ active strategies, competing in NAAIM’s Shark Tank competition provides exposure to a room full of Advisors, many of which are seeking viable sub-advisory relationships. It’s an opportunity to describe your investment approach to the markets in your own words and answer questions posed by a panel of seasoned professionals.

The opportunity to present your active strategy to other Advisors representing literally billions of dollars of client assets doesn’t come around every day. The NAAIM Shark Tank could provide the exposure necessary to take your business to the next level. The winning Investment Manager will also be awarded the following 2019 Grand Prize Package:

Live Distribution and Promotion on TAMP Offering

Participation in Hedge Connection Table Talks in New York City

Promotion to NAAIM Membership

Five Presentation Meetings to Member Firms

$5,000 Cash Prize

To learn more about the Shark Tank Competition and how to apply to compete in this year’s contest, download the Shark Tank Brochure from the NAAIM website home page.

Apply Online: 2019 Shark Tank Application

2019 Shark Tank Rules

We hope to see you at the upcoming NAAIM Conference!

Theta Adds Another New Strategy

Theta Research is pleased to announce the addition of another actively managed strategy. Tomer Elran has established a tracking account for his S&P 500 Exposure Strategy. Based in Petah Tikva, Israel, Tomer manages this strategy using domestic US securities traded at Interactive Brokers. Theta Research will begin tracking the actual performance of this model beginning at its inception of January 1, 2019.

Stay Tuned – More New Strategies are on Their Way

One of the benefits of the Theta Research database of actual performance is that it is not a static list of the same old names and numbers. This is especially true during major market moves like we have experienced in 2018.

Instead, Theta has many new strategies in various stages of completion which will join the database of active Investment Managers soon. So, be on the lookout for our Theta News notices as they may contain just the Investment Manager you’re looking for.

Posted by MPosey on 12-21-2018 in Company NewsPermalink