Building the Bridge Between Today’s Advisors and Tomorrow’s Challenges
May 2-3, 2007 in Washington, DC

Click continue reading to view the conference presentations.

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