Thank you for attending – 2012 Annual Convention

MMI 2012 Annual Convention
April 24th – 26th, 2012
InterContinental – Chicago Magnificent Mile

At the MMI 2012 Annual Convention—New Products/New Strategies/ New Realities—you will hear about the trends in product development, technology and infrastructure driving market expansion, as well as ways in which our industry can sustain and foster hard-won investor confidence. Because our business is advisor-centric, much of the Convention’s focus will be on enriching the advisor relationship by providing perspective on evolving investment options and platforms, a changing regulatory environment, the impact of a globalized economy and the need for greater educational input from investment managers.

Speakers Include

  • Daniel J. Ludeman, President and Chief Executive Officer, Wells Fargo Advisors
  • Thomas J. Schreier, Jr., Vice Chairman, Wealth Management, Nuveen Investments
  • Professor Richard H. Thaler, Ralph and Dorothy Keller Distinguished Service Professor of Behavioral Science and Economics, University of Chicago Booth School of Business
  • Gregory R. Valliere, Chief Political Strategist, Potomac Research Group

Presentations Available for downloading

  Compliance & Enforcement in 2012: What are the Implications for the Advisory Solutions Industry? (241.0 KiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])

  MMI’s New Committee Structure - How Can You Participate? (138.6 KiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])

  ETFs: Part of the New Core? (667.9 KiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])

  MMI Industry Data Update (484.8 KiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])

  Family Offices – Insights and Opportunities (389.6 KiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager ([email protected])

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