Posted on 28 May 2013
Thank you to all who tuned in to listen to the MMI Net Meeting on June 13th, 2013
If you would like to replay the meeting, you may do
so by clicking the links below.
Host:
Arlen Oransky, Vice President, Membership Development, MMI
Presenters:
Rick Ledbury, Vice President, Data Services, MMI
Jean Sullivan, Principal, Dover Financial Research
Joan Lensing, Vice President, Marketing & Media Relations, MMI
Topics discussed:
- Highlights from MMI’s proprietary Q2 2013 data on the managed solutions marketplace – what trends are emerging and what are the implications?
- Enhanced format for MMI Central – what’s different and how can you use the data most effectively?
- Distribution of Alternative Investments through Wirehouses – new data and insights from Dover Financial’s latest survey on the retail distribution of traditional and liquid alternatives
- Revamped MMI website – a review of the new, easier-to-navigate site that puts the full suite of MMI benefits and services at your fingertips
- Coming soon – a look ahead at the publications and conferences in development for the second half of 2013
Audio- Net Meeting 6/13- New Resources for MMI Members (1.9 KiB)
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Slides - Net Meeting 6/13- New Resources for MMI Members (3.4 MiB)
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Posted on 20 January 2013
Retirement income is one of the most significant opportunities in financial services today and will be for decades to come. The marketplace is evolving with a new generation of products, services and processes designed to enable financial advisors to help clients navigate the complexity of drawing retirement income from multiple accounts and products over a 20-year or more time horizon.
To date, understanding and capturing the retirement income opportunity has proved challenging for the industry. Please join us to gain greater insight on the key issues facing program sponsors and asset managers in serving and supporting retirement income oriented advisors and their clients.
Thank you to all who tuned in to listen to the MMI Net Meeting on January 16th, 2013
If you would like to replay the meeting, you may do
so by clicking the link below.
Net Meeting: Delivering Retirement Income Support – Sponsor and Asset Manager Perspectives on the Opportunity (235.6 KiB)
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January 16th MMI Net Meeting Audio (5.0 MiB)
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Posted on 15 November 2012
Thank you to all who tuned in to listen to the MMI Net Meeting on November 15th.
If you would like to replay the meeting, you may do
so by clicking the link below.
Nov15_NetMeeting.wav (3.1 MiB)
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November 15th - MMI Net Meeting (749.7 KiB)
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Posted on 09 September 2012
Posted on 31 July 2011
Join MMI to hear exclusive new research from McKinsey & Company on how asset management firms can generate growth in a time of uncertainty.
Posted on 22 June 2011
Thank you to all who tuned in to listen to the MMI Net Meeting on September 21st.
If you would like to replay the meeting, you may do so by clicking the link below.
MMI Net Meeting: a preview of the Rep as PM White Paper (unknown)
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Posted on 22 February 2011
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Moderator
Lee Chertavian Chairman and CEO Placemark Investments, Inc.
Netmeeting Panelists
Michael Bell President and CEO
Curian Capital
Jed Laskowitz
Managing Director
J.P. Morgan Asset Management
Roger Paradiso President and Chief Investment Officer
Morgan Stanley Smith Barney
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The growth of Unified Managed Account Platforms across the managed advisory solutions industry is undeniable. Preliminary MMI/Dover Financial Research data suggest that UMA assets grew at greater than a 50% annualized rate in the second half of 2010. The move towards UMA as a solution is attributed to many factors including greater customization abilities, the growing availability of products and streamlined operations. However, perhaps the greatest driver has been the rise of model-based delivery of money manager strategies.
Model-based delivery of UMAs is now firmly established as the dominant program type. While UMA platforms and capabilities are still evolving and maturing, there are still significant issues associated with implementing and maintaining models. In this exclusive MMI NetMeeting, industry experts will share insights on the key business, investment, operation and legal issues associated with executing a models-only UMA platform. Join Placemark CEO Lee Chertavian who will lead a discussion with Roger Paradiso of Morgan Stanley Smith Barney, Michael Bell of Curian Capital and Jed Laskowitz of J.P. Morgan Asset Management.
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NetMeeting - February 17th, 2011 (592.7 KiB)
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IMCA accepts 1 CE hour (toward CIMA®/CIMC®/CPWA® designations) for the February 17, 2011 webinar Executive Insights – Growing Your Business through Model-Based Delivery. Designees who attend the program are individually responsible for completing and submitting the CE form, http://www.imca.org/main/do/ReportCIMACE, in order to receive CE credit.
Posted on 16 November 2000
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