May 19 -20, 2010
Sheraton New York Hotel & Towers
New York, NY

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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.

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

Announcement

  Registration/Agenda (27.2 KiB)

Contact Arlen Oransky for more information aoransky@mminst.org

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.

Summary

Agenda

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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)

October 22-23, 2009 – New York Marriott Marquis

Conference Summary

Conference Agenda

Conference Registration

  2009 Annual Solutions Conference Exhibitor Prospectus (782.1 KiB)

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

  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)

  1:15 Session – Moving from UMA to UMH – Technology and Operational Impact of Moving to a Single Product Neutral Platform (119.0 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 – Applications that Improve the Scale, Consistency, and Efficiency of Investment Product Research (2.5 MiB)

  3:45 Session – Integrating Workflows (210.9 KiB)

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)

The Yale Club of New York City
June 17th, 2009
Registration Info and Agenda