Registration Summary – At the sold-out 2009 conference we heard from the industry’s legal and business leaders on critical topics such as due diligence, new products, ERISA, Risk, SEC exams and the ever popular manager/sponsor roundtable. This year’s legal/regulatory conference will convene on June 16 at the The Westin New York at Times Square. The [...]

SAVE THE DATE : Upcoming Events May 19 -20, 2010 Sheraton New York Hotel & Towers New York, NY Agenda | Summary | Fees | Registration

MANAGED INVESTMENT SOLUTIONS WORKSHOP May 6th at MetLife, New York, NY Announcement 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 [...]

Presentation on Brand, Trust, and Communication

October 22-23, 2009 – New York Marriott Marquis Conference Summary Conference Agenda Conference Registration

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

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

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