March 26-27, 2009

  The Economic Outlook in 2009 and Beyond (194.5 KiB)

Investment Roundtable with Jeffrey Applegate, Chief Investment Officer, Citi Global Wealth Management and Richard Bernstein, Chief Investment Strategist and head of Merrill Lynch’s Investment Strategy Group

  Rebuilding Wall Street From Within and Bullish Thinking (6.4 MiB)

Dr. Alden Cass, President, Competitive Streak Consulting

  Preparing for the Future of the Financial Services Industry (668.0 KiB)

Robert C. Doll, Vice Chairman, Global Chief Investment Officer – Equity, BlackRock

21st Century Strategies for Building Distribution & Increasing Operating Effectiveness
MMI Members can obtain their own copy of the recap by completing the request form at http://www.winningclients.com/mmi2009.php
Kip Gregory, Principal, The Gregory Group