June 11th, 2009 Morgan Stanley Offices 522 Fifth Avenue New York City

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 [...]

February 5th, 2009 BMO Nesbitt Burns, 1 First Canadian Place Toronto, Canada Co-Chairs: Randy Bullard, Placemark Investments, Inc. Sarah Widmeyer, BMO Nesbitt Burns

Executive Roundtable: Retirement Income Solutions – New Opportunities in a Shifting Landscape Ron Ryan of Ryan ALM, Inc. Matt Grove of Jefferson National Paul Karasik of the Wholesaler Institute Frank Sarr of Training Implementation Service Ken Kies, formerly of the Congressional Joint Committee on Taxation Jean Sullivan of Dover Financial Research

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

Vail Valley Colorado Park Hyatt Beaver Creek Resort & Spa August 13-15, 2008 Agenda & Presentations (Members Only) Hotel Reservations: 800-778-7477

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

March 10-11, 2008 Manchester Grand Hyatt, San Diego, CA Agenda and Registration