Past Events

bulletMMI Fall Solutions Conference


Executive Roundtable: Retirement Income Solutions – New Opportunities in a Shifting Landscape

D. Keith Sloane of The Hartford Mutual Funds

Jack Sharry of Jack Sharry Consulting Group

Lee Chertavian of Placemark Investments

bulletMMI Fall Solutions Conference


Liability Driven Investments: The Future of Managed Solutions, Ron Ryan of Ryan ALM, Inc.

bulletMMI Fall Solutions Conference


State of the Art Wholesaling Strategies

Matt Grove of Jefferson National

Paul Karasik of the Wholesaler Institute

Frank Sarr of Training Implementation Service

bulletMMI Fall Solutions Conference


Special Presidential Briefing Session

Ken Kies, formerly of the Congressional Joint Committee on Taxation

bulletMMI Fall Solutions Conference


Emerging Trends in the Managed Solutions Industry

Jean Sullivan of Dover Financial Research

bulletThe International Money Management Institute (”IMMI”)


Investment Management Platforms:
“Exploring Distribution and Global Product Development in the Credit Crisis Age”

Canary Wharf, London
Barclays Capital
I Churchill Place
Canary Wharf,London

November 6, 2008

Agenda: http://www.mminst.org/downloads/2008/10/immi_revagenda-nov2-10-27.pdf

To Register: http://www.regonline.com/Checkin.asp?EventId=658184

bulletExecutive Leadership Roundtable


Vail Valley Colorado

Park Hyatt Beaver Creek Resort & Spa

August 13-15, 2008

Agenda & Presentations (Members Only)

Hotel Reservations: 800-778-7477

bulletMMI 2008 Annual Convention


March 18-19, 2008
Co-Chairs: Frank Campanale and Roger Paradiso
Westin Copley Plaza, Boston
Agenda

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bulletManaged Account Solutions for the Bank Industry: Creating a Winning Strategy in a Shifting Marketplace


March 10-11, 2008

Manchester Grand Hyatt, San Diego, CA

Agenda and Registration

bullet2007 Managed Account Solutions Conference [Event Over]


Navigating Your Managed Account Solutions Business in a Maturing Industry

October 18-19, 2007

Co-Chairs: Jim Tracy and Donna Winn

The Roosevelt Hotel, New York City

Please continue reading to see the conference presentations.

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