NAAIM

NAAIM Exposure Index (this week): 77.34 (Q1 avg 82.00). This shows the average US equity exposure reported by our members — a 2‑week moving average of manager positioning, not a market forecast. Full chart & data: naaim.org/programs/naaim… #NAAIM #NAAIMExposureIndex

Join us for the NAAIM Financial Planning Mastermind — Thursday, May 14 at 4:15 PM ET. This free monthly virtual roundtable brings together financial planners and investment professionals for an hour of idea-sharing, problem-solving, and peer-driven learning. Open to everyone — members and non-members welcome. Held every second Thursday of the month at 4:15 PM ET. Reserve your spot: members.naaim.org/events #NAAIM #FinancialPlanning #AdvisorCommunity #Mastermind

Congratulations to Davide Pandini, PhD, CMT, MFTA — 2026 NAAIM Founders Award Winner! Learn more about the Founders Award: naaim.org/founder_award/… #NAAIM #FoundersAward #ActiveManagement #PairsTrading #InvestmentResearch

NAAIM Exposure Index (this week): 96.67 (Q1 avg 82.00). This shows the average US equity exposure reported by our members — a 2‑week moving average of manager positioning, not a market forecast. Full chart & data: naaim.org/programs/naaim… #NAAIM #NAAIMExposureIndex

Save the date — NAAIM Outlook Conference 2026: Oct 26–27 at The Westin DFW, Dallas, TX. Learn more: naaim.org/outlook-lp/ #NAAIM #Outlook2026 #ActiveManagement #SaveTheDate

NAAIM names Davide Pandini, PhD, winner of the 2026 Founders Award for his paper, “Stationary, But Not Profitable? A Critical Look at Pairs Trading.” Research explores cointegration, profitability & modern market risk. #Investing #Trading story.cd/AAZ1pi

Remember you can earn NASAA IAR CE credits at Uncommon Knowledge 2026, sessions approved in both Ethics & Professional Responsibility and Products & Services. Advance your practice and meet compliance requirements. #NAAIM #UncommonKnowledge #NASAA #IAR #ContinuingEducation

NAAIM Exposure Index (this week): 94.15 (Q1 avg 82.00). This shows the average US equity exposure reported by our members a 2‑week moving average of manager positioning, not a market forecast. Full chart & data: naaim.org/programs/naaim… #NAAIM #NAAIMExposureIndex

Meet Matt from Longs Peak at Uncommon Knowledge 2026, session: "Beyond Compliance: Using GIPS® to Strengthen Your Investment Process. Register: naaim.org/uncommon-knowl… #UncommonKnowledge #NAAIM #GIPS #PerformanceReporting #InvestmentCompliance

Meet Steve Strazza at Uncommon Knowledge 2026, session: "How to Make the Most of a Messy Market." Don’t miss practical, tradeable ideas and market‑orientation guidance: naaim.org/uncommon-knowl… #UncommonKnowledge #NAAIM #SteveStrazza #MarketStrategy #TechnicalAnalysis

Meet Paul Hickey of Bespoke Investment Group, speaking at Uncommon Knowledge Apr 27–29, 2026. Practical ideas you can apply to client portfolios. naaim.org/uncommon-knowl… #UncommonKnowledge #NAAIM #PaulHickey #MarketResearch #InvestmentInsights

NAAIM Exposure Index (this week): 79.49 (Q1 avg 82.00). This shows average US equity exposure reported by our members — a 2‑week moving average of manager positioning, not a market forecast. View the chart & data: naaim.org/programs/naaim… #NAAIM #NAAIMExposureIndex

Thank you to our 2026 Uncommon Knowledge conference sponsors! Learn more about the conference: naaim.org/uncommon-knowl… #NAAIM #UncommonKnowledge #ThankYou #Sponsors #ActiveManagement

Still on the Fence? You Might Want to Rethink That… If you’re not planning to attend Uncommon Knowledge 2026… you may want to take another look. This year’s conference is shaping up to be something special, three high-impact days of ideas, strategies, and connections designed to help you grow your business and sharpen your edge. Here’s the kicker: ✔️ FREE NASAA IAR CE credits ✔️ FREE CFP CE credits ✔️ All included, just for showing up That’s valuable education, top-tier speakers, and meaningful networking, all in one place. Want a preview of what you’ll get? 👉 Dive into the Active Manager Newsletter (April Conference Edition) for a look at the agenda, speakers, and can’t-miss sessions. naaim.org/wp-content/upl… It’s not too late to join us, but don’t wait. Secure your spot today: naaim.org/uncommon-knowl… See you there.

Meet Joseph Antonakakis, Associate Attorney (Investment Management & Securities, Stark & Stark), speaking at Uncommon Knowledge 2026 (Apr 27–29, The Westin Tampa Waterside). Register & learn more: naaim.org/uncommon-knowl… #UncommonKnowledge #NAAIM #RIACompliance #AI #Bitcoin #InvestmentAdvisors

NAAIM Exposure Index (this week): 69.38 (Q1 avg 82.00). This reflects the average US equity exposure reported by our members — a 2‑week moving average of manager positioning, not a market forecast. Full chart & data: naaim.org/programs/naaim… #NAAIM #NAAIMExposureIndex

Meet Draye Redfern at Uncommon Knowledge 2026, “How To Get USED By AI: The Counterintuitive Strategy for Staying Indispensable.” Register & learn more: naaim.org/uncommon-knowl… #UncommonKnowledge #NAAIM #AI #Marketing #AdvisorGrowth

NAAIM Exposure Index (this week): 68.36 (Q1 avg 82.00). This reflects the average US equity exposure reported by our members — a 2‑week moving average of manager positioning, not a market forecast. See the chart & data: naaim.org/programs/naaim… #NAAIM #NAAIMExposureIndex

Did you know you can earn NASAA IAR CE credits at Uncommon Knowledge 2026? Sessions approved in Ethics & Professional Responsibility and Products & Services. Advance your practice, satisfy state CE requirements, and learn from industry leaders Apr 27–29 at The Westin Tampa Waterside. See eligible sessions & register: naaim.org/uncommon-knowl… #NAAIM #UncommonKnowledge #NASAA #IAR #ContinuingEducation

NAAIM Exposure Index (this week): 68.52 (Q4 avg 92.26). This shows the average US equity exposure reported by our members — a 2‑week moving average of manager positioning, not a market forecast. View full chart & data: naaim.org/programs/naaim… #NAAIM #NAAIMExposureIndex