Deloitte White Paper (203.3 KiB, 21 hits)

MANAGED INVESTMENT SOLUTIONS WORKSHOP
May 6th
at MetLife, New York, NY

Announcement

Registration

Contact Arlen Oransky for more information aoransky@mminst.org

MMI 2010 Sales & Marketing Leadership Summit (by invitation, members only)

Summit Co-Chairs:
Jeffrey Cusack, Forward Management
Lidiette Ratiani, Director, Investing Consulting Solutions
Wells Fargo Advisors and the Board of Governors

Invite you to Attend and Participate in
MMI 2010 Sales & Marketing Leadership Summit
January 28-29, 2010
Hyatt Regency Coconut Point Resort & Spa
Bonita Springs, FL
Attendance is by invitation and available only to members of MMI.

Summary

Agenda

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October 22-23, 2009 – New York Marriott Marquis

Conference Summary

Conference Agenda

Conference Registration

  2009 Annual Solutions Conference Exhibitor Prospectus (782.1 KiB, 782 hits)

SEPTEMBER 15, 2009 NY METRO AREA

MARK YOUR CALENDAR MMI NEW TECHNOLOGY AND OPERATIONS CONFERENCE A one day conference for MMI member firms designed to promote strategic discussions with peers on topics related to technology and operations.

SPONSORS INCLUDE: Peridrome , Redi2 , Vestmark, DTCC, Omgeo, Fiserv, e-businessware, Market Street Advisors

Online Invite

  MMI Technology and Operations Conference Agenda (107.9 KiB, 558 hits)

  2009 Technology and Operations Conference Registration Form (95.8 KiB, 384 hits)

  8:45 Session – Technology Impact of Models-Only UMA and UMH Programs (2.9 MiB, 177 hits)

  10:45 Session – Outsourcing – How to Drive Efficiency and Profitability (225.5 KiB, 141 hits)

  11:30 Session – MASS Implementation – The Standards in Practice Panel Discussion (673.0 KiB, 128 hits)

  11:30 Session – MASS Implementation – The Standards in Practice (1.1 MiB, 141 hits)

  11:30 Session – MASS Implementation – Sponsor's Perspective (1,016.0 KiB, 141 hits)

  1:15 Session – Moving from UMA to UMH – Technology and Operational Impact of Moving to a Single Product Neutral Platform (119.0 KiB, 213 hits)

  3:00 Session -Integrated Messaging – How to Successfully Implement (673.0 KiB, 125 hits)

  3:45 Session – Legal and Regulatory Update (128.0 KiB, 119 hits)

  3:45 Session – Applications that Improve the Scale, Consistency, and Efficiency of Investment Product Research (2.5 MiB, 149 hits)

  3:45 Session – Integrating Workflows (210.9 KiB, 126 hits)

Hosted by Charles Schwab and Co., Inc.

Wednesday, September 23rd, 2009
8:00 am – 4:00 pm

215 Freemont Street, San Francisco, CA
8th Floor, Conference Room 180 – Presentation Room

  Managed Solutions Education Workshop Agenda and Registration (397.0 KiB, 338 hits)

The Yale Club of New York City
June 17th, 2009
Registration Info and Agenda

June 11th, 2009
Morgan Stanley Offices
522 Fifth Avenue
New York City

March 26-27, 2009

  The Economic Outlook in 2009 and Beyond (194.5 KiB, 219 hits)

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, 253 hits)

Dr. Alden Cass, President, Competitive Streak Consulting

  Preparing for the Future of the Financial Services Industry (668.0 KiB, 212 hits)

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