Posted on 03 April 2011
April 5th, 2011
New York Athletic Club
180 Central Park South, New York, NY 10019 | Tel: (212) 247-5100
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Thank you to all who attended the 2011 Alternative Investments Forum.
2011 Alternative Investments Forum Agenda (283.1 KiB)
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Presentations
View lunchtime speaker, Daniel Celeghin's presentation. (313.5 KiB)
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Through our ongoing series of unique alternative investment forums, MMI shares insight and expertise among firms offering investment advisory solutions and the alternative investment community. MMI has assembled several panels of industry experts to share their insight and perspective.
MMI has designed this executive forum especially for:
- Distributors who are presently offering or considering alternative investments as part of their asset allocation solutions
- Alternatives providers looking to expand the distribution of their offerings
- Asset management firms considering how best to extend their offerings to include alternatives
Posted on 29 March 2011
Thank you for attending!
- Managed Investment Solutions Workshop –
San Francisco, CA
Charles Schwab Offices: 215 Fremont Street, 1st Floor
September 22nd, 2011
MMI launched The Managed Advisory Solutions Institute for Education to help member firms cost effectively train personnel and leverage experience from industry experts. MMI delivered nine successful Managed Advisory Solutions workshops and is pleased to announce the next workshop will be held on Thursday, September 22nd, 2011 in San Francisco CA at the Charles Schwab offices.
The MMI has teamed with Maureen Wilke of Wilke and Associates, an experienced industry trainer and practice management firm, to deliver this workshop. This is a one-day workshop designed to educate new hires or employees new to managed solutions including sales teams, operations staff, product and marketing personnel and customer service representatives from investment manager, sponsor firms and service providers.
The workshop provides a well-rounded industry overview in a facilitator-led format that will include background information, platforms, terminology, business processes, industry data/statistics and advisor best practices.
As a follow up to the workshop, participants will be sent session highlights, which include the key ideas to reinforce the important learning points.
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 15 February 2011
Thank you to all who attended the
2011 MMI Sales & Marketing Summit!
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Presentations from the Summit are available for viewing below.
Steven Miyao
February 9th, 2:15 PM – 3:15 PM
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Steve Stone
February 9th, 3:30 PM – 4:30 PM
Bob Noelke
February 10th, 7:00 AM – 8:15 AM
Marie Swift
February 10th, 9:30 AM – 10:30 AM
CE Credits
IMCA has approved 10 CE hours (toward CIMA®/CIMC®/CPWA® designations) for the February 9-10, 2011 MMI Sales & Marketing Leadership Summit. 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.
Tags: Sales and Marketing Leadership Summit
Posted on 01 February 2011
Thank you to all who attended the March 2011 MMI Managed Advisory Solutions Workshop.
This is a one-day workshop designed to educate new hires or employees new to managed solutions including sales teams, operations staff, product and marketing personnel and customer service representatives from investment manager, sponsor firms and service providers.
IMCA accepts 6 CE hours (toward CIMA®/CIMC®/CPWA® certifications) for the March 10, 2011 Managed Advisory Solutions Workshop Update. Certificants 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 27 September 2010
Jim Tracy will lead a discussion among senior executives. Kunal Kamlani will join John Moninger and Chuck Widger to explore what firms are hearing from their advisors as they head into the final quarter of the year. Our speakers will share insights from their advisors about discretionary solutions, net flows and investor confidence. Listen to what advisors are saying is important and what they need in the way of solutions and support.
Executive Insights Flyer (172.5 KiB)
Posted on 19 July 2010
Updated with Conference Material!
MMI Annual Fall 2010 Solutions Conference
November 11-12, 2010
Marriott Marquis, New York
Fees | Summary | Agenda | Registration | Hotel Booking
Presentation and Confrence Material
Fall 2010 Solutions Conference (870 bytes)
Download the ical entry to automatically add the event to your calendar software
2010 Fall Conference Exhibitor Prospectus (527.6 KiB)
The Future of Wealth Management (1.3 MiB)
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2010 Fall Conference Opening Remarks (1.5 MiB)
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Asset Management in a Volatile World (1.8 MiB)
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Cost Basis and Background Status (107.7 KiB)
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Posted on 23 June 2010
September 29, 2010
William Blair & Company, LLC
222 West Adams
Chicago, IL 60606
Managed Investment Solutions Workshop Registration Form (102.7 KiB)
Posted on 24 April 2010
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 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
