Thank you for attending: MMI 2012 Fall Solutions Conference

A Reappraisal:
Asset Allocation’s Role, Effectiveness, and
Impact on Industry Economics

October 17th – 18th, 2012 | New York City, New York

On behalf of our conference co-chairs, Roddy Marino and George Raffa, we thank you for joining us at MMI’s 2012 Fall Solutions Conference—A Reappraisal: Asset Allocation’s Role, Effectiveness, and Impact on Industry Economics. We hope you found the program informative and relevant to your business. 

Topics covered:

  • Asset Allocation: Point Counterpoint – Are the fundamental underpinnings of MPT still valid or have the rules changed?
  • Managing Retirement Income Program Risks – Industry thought leaders evaluate risk-related issues and offer best practices
  • Accessing the Platform – The battle for shelf space in an asset allocation model – how to get it, and how to keep it
  • Liquid Alternatives – A discussion of traditional private placements vs. new liquid strategies – how to position alternatives with advisors and clients
  • The Advisor View – How advisors from different channels are evolving their allocation models and what they want from sponsors and managers

Download select presentations from the conference.

  ETFs: To Develop or Not Develop? - Ben Fulton, Invesco Powershares (374.7 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])

  The Delivery of Retirement Income Support MMI Survey of Platform Providers and Asset Managers – 2012 (237.2 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])

  Understanding and Delivering Value to the Financial Advsior (1.0 MiB)
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])

  Thriving in the New World Order - Martin Flanagan, Invesco (unknown)
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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