Monday November 6, 2023
7:30 AM Registration – Breakfast in the Sponsor Hall
8:30 AM Welcome – Ryan Redfern, NAAIM President
8:45 AM The Outlook for Inflation and the Economy in 2024 - James Bianco, President and Macro Strategist, Bianco Research LLC.
9:45 AM The Election IS Coming – A look at the markets and political landscape – CEROS
10:45 AM Refreshment Break? Half hour?
11:00 AM Where Now, What Next and When the Bull Market Ends - Larry Williams, Trader and Author, I Really Trade
12:00 PM Lunch -Sponsor Introductions
1:00 PM 13 Clues This Bull Market Is Just Getting Started - Ryan Detrick, Carson Group
2:00 PM SEC Exams Become More Onerous: Hot Topic Issues and More -Thomas Giachetti, Esq, Stark & Stark Attorneys at Law
3:00 PM Refreshment Break
3:30 PM CRM Firms Panel – TBA
4:30 PM NAAIM Member Round Tables: Member participation. Informal discussions on a variety of topics: Marketing, Trading Techniques, Backoffice, Compliance
6:00 – 9:00 PM NAAIM evening event TBA
Tuesday November 7, 2023
7:30 AM Breakfast in the Sponsor Hall
8:30 AM Analyzing the Macro Landscape – Guggenheim Investments
9:30 AM Marketing
10:30 AM Refreshment Break
11:00 AM Media Exposure for Advisors - Jeff Benjamin, Wealth Management Editor, ETF.com
12:00 PM Lunch – Roundtable Summaries
1:00 PM The Most Important Indicators I Follow (and what they are saying right now) - Jay Kaeppel, Senior Research Analyst, SentimentTrader.com
2:00 PM How to Be a Financial Ally to Women - Suzanne Norman, CIMA®, CPCC, Principal, Suzanne Norman Coaching and Consulting LLC
3:00 PM NAAIM Member Panel – Follow up to Monday CRM Panel
4:00 PM Conference Adjourns