The Money Management Institute » Past Events

Register Now for the MMI Legal and Regulatory Affairs Meeting

admin — Tue, 25 May 2010 00:51:43 +0000

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 agenda includes industry experts who will provide regulatory updates, new information on litigation and enforcement trends, SEC exams, errors and ERISA. Reserve your seat now for this highly-focused one-day event.

Summary

Agenda

MMI Annual Spring Convention

admin — Fri, 26 Mar 2010 23:11:29 +0000

SAVE THE DATE : Upcoming Events
May 19 -20, 2010
Sheraton New York Hotel & Towers
New York, NY

Agenda | Summary | Fees | Registration

MMI Educational Workshop

admin — Sun, 31 Jan 2010 06:00:09 +0000

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

Announcement

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Contact Arlen Oransky for more information aoransky@mminst.org

2010 Sales & Marketing Summit

admin — Wed, 13 Jan 2010 22:37:21 +0000

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.

2009 Annual Solutions

admin — Sat, 21 Nov 2009 15:52:38 +0000

[[Show as slideshow]]

Bolstering Your Interpersonal Effectiveness

admin — Fri, 30 Oct 2009 23:31:16 +0000

Presentation on Brand, Trust, and Communication

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2009 Annual Solutions Conference

mmi — Mon, 14 Sep 2009 02:30:02 +0000

October 22-23, 2009 – New York Marriott Marquis

Conference Summary

Conference Agenda

Conference Registration

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2009 Technology and Operations Conference

admin — Tue, 01 Sep 2009 15:30:10 +0000

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

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Note: There is a file embedded within this post, please visit this post to download the file. Note: There is a file embedded within this post, please visit this post to download the file.