NAAIM Outlook 2026

October 26-27, 2026 · Dallas, TX

NAAIM is the National Association of Active Investment Managers, and Outlook is its autumn conference. The membership is distinctive: managers who trade actively and tactically rather than running static allocations, which produces an agenda focused on strategy, execution and the operational realities of managing many accounts at once.

Who attends

Active and tactical investment managers, RIAs running proprietary strategies, third-party strategist firms, and the trading, data and platform vendors serving them.

What's on the agenda

• Market outlook and tactical strategy for the year ahead

• Quantitative research and systematic strategy design

• Trading, execution and rebalancing at scale

• Compliance and disclosure for active management

Why active management stresses data infrastructure hardest

Tactical strategies multiply operational load. More trades means more reconciliation, more performance calculation, more billing complexity and more that can silently go wrong between the custodian, the trading system and the reporting stack. A firm running static allocations can survive imperfect data plumbing; a firm trading actively across hundreds of accounts cannot.

Milemarker is the data infrastructure layer for wealth management, unifying custodial, trading and performance data across 130+ systems.

Talk to us about your firm's data layer