MMI 2007 Annual Convention [Event Over]
Building the Bridge Between Today’s Advisors and Tomorrow’s Challenges
May 2-3, 2007 in Washington, DC
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MMI 2007 Annual Convention Presentations
Wednesday, May 2
1:00 PM - Welcoming Remarks & Meeting Overview
Kevin Hunt, Chairman of the Board of Governors, The Money Management Institute
1:15 PM - What Advisors Really Want – and What You Can Do About It
Bob Cunha & Joe Babiec, Principals, Market Metrics, Inc.
3:45 PM - Outsourcing: Learning from Recent Implementations
Moderator: Dan Seivert, Managing Partner, Echelon Partners
4:45 PM - Model Driven Business – How Does it Impact the Way we do Business?
Moderator: Jean Sullivan, Managing Principal, Dover Financial
4:45 PM - Managed Account Solutions: Best in Class Websites & Rise of the Infobrand
Michael Ma, CEO, kasina
Thursday, May 3
9:30 AM - Retirement Income Solutions: What’s on the Horizon?
Mark Brookman, Director, Products & Services, Smith Barney
Topics: Annual Convention