May 19 -20, 2010
Sheraton New York Hotel & Towers
New York, NY
Posted on 26 March 2010
May 19 -20, 2010
Sheraton New York Hotel & Towers
New York, NY
Posted on 26 March 2010
On May 19, 2010 MMI will for the second year recognize firms in the Managed Solutions industry who have demonstrated innovation, growth and long term viability with its first industry awards dinner and celebration. The dinner will be held on the first night of the MMI Annual Conference in New York. Proceeds from this charity dinner will benefit MMI?s workplace diversity program, Gateway to Leadership.
Posted on 31 January 2010
MANAGED INVESTMENT SOLUTIONS WORKSHOP
May 6th
at MetLife, New York, NY
Registration/Agenda (27.2 KiB)
Contact Arlen Oransky for more information aoransky@mminst.org
Posted on 13 January 2010
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.
Posted on 30 October 2009
Presentation on Brand, Trust, and Communication
Bolstering Your Interpersonal Effectiveness - John Daly (1.2 MiB)
Only members can have access to this file, if you are a member please login. If you don't have a user id and password, please email Elizabeth Bontrager (ebontrager@mminst.org)
Posted on 13 September 2009
October 22-23, 2009 – New York Marriott Marquis
2009 Annual Solutions Conference Exhibitor Prospectus (782.1 KiB)
Posted on 01 September 2009
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
MMI Technology and Operations Conference Agenda (107.9 KiB)
2009 Technology and Operations Conference Registration Form (95.8 KiB)
8:45 Session – Technology Impact of Models-Only UMA and UMH Programs (2.9 MiB)
10:45 Session – Outsourcing – How to Drive Efficiency and Profitability (225.5 KiB)
11:30 Session – MASS Implementation – The Standards in Practice Panel Discussion (673.0 KiB)
11:30 Session – MASS Implementation – The Standards in Practice (1.1 MiB)
11:30 Session – MASS Implementation – Sponsor's Perspective (1,016.0 KiB)
3:00 Session -Integrated Messaging – How to Successfully Implement (673.0 KiB)
3:45 Session – Legal and Regulatory Update (128.0 KiB)
3:45 Session – Integrating Workflows (210.9 KiB)
Posted on 18 August 2009
Hosted by Charles Schwab and Co., Inc.
Wednesday, September 23rd, 2009
8:00 am – 4:00 pm
215 Freemont Street, San Francisco, CA
8th Floor, Conference Room 180 – Presentation Room
Managed Solutions Education Workshop Agenda and Registration (397.0 KiB)
Posted on 13 May 2009
The Yale Club of New York City
June 17th, 2009
Registration Info and Agenda