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

March 26-27, 2009 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 Dr. Alden Cass, President, Competitive Streak Consulting Robert C. Doll, Vice Chairman, Global Chief Investment Officer – Equity, BlackRock 21st Century Strategies for Building Distribution & [...]

Agenda & Registration Info On the first day of the convention, attendees will hear information about key trends in the Managed Solutions Advisory Channel, followed by a keynote delivered by two of the industries most influential executives; Robert C. Doll, Blackrock Vice Chairman and Global Chief Investment Officer Equity, and Dr. Robert D. Hormats, Vice [...]

Building the Bridge Between Today’s Advisors and Tomorrow’s Challenges May 2-3, 2007 in Washington, DC Click continue reading to view the conference presentations.

The Next Wave of Growth: Are You Ready? Westin Copley Place, Boston March 15-16, 2006 2006 SMA Industry & Convention Update Click continue reading to view the conference presentations.

MMI Annual Convention March 29-30, 2005 Philadelphia Click continue reading to view the conference presentations.

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