NAAIM Issues Renewed Call for “Shark Tank” Competitors

The National Association of Active Investment Managers (NAAIM) has issued a renewed call for competitors for its “Shark Tank” competition. Since 2013, this unique challenge has allowed NAAIM Members 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 video presentations along with a written application to the committee for consideration to present in the finals at Uncommon Knowledge 2018, April 23-25 in Orlando, FL at the Wyndham Grand Resort Bonnet Creek. NAAIM Shark Tank preliminaries have been broadened to accept applications and videos from members as well as non- members.

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.

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

We hope to see you at the upcoming NAAIM Conference!

Theta Adds More New Strategies

Theta Research is pleased to announce the addition of three more actively managed strategies seeking third-party track record verification. All of these come from active management firms new to Theta and include the following:

Don Larsen, founder of Momentum Systems in Palm Springs, CA has submitted a new strategy for performance tracking. The strategy, also called Momentum Systems began trading on February 1, 2018. Theta will begin tracking upon receipt of February statements and the strategy will show up on the database once it has three months of actual trading history.

Vernon Bell, President of Texas Elite Advisory, LLC in Plano, Texas has initiated tracking of the Elite Relative Value Strategy. Theta has independently verified the actual performance of this model going back to its inception in May of 2008.

Randal Bailey, founder of Strategic Portfolio Management, Inc. of Canton, OH has submitted his Short Option Income strategy for tracking. Theta Research has independently verified the actual performance of this strategy back to its original inception date of October 1, 2015.

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. Instead, Theta has many new strategies in various stages of completion which will join the database of active Investment Managers in the near future. 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 02-07-2018 in Company NewsPermalink