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

March 26-27, 2009

  The Economic Outlook in 2009 and Beyond (194.5 KiB)

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

  Rebuilding Wall Street From Within and Bullish Thinking (6.4 MiB)

Dr. Alden Cass, President, Competitive Streak Consulting

  Preparing for the Future of the Financial Services Industry (668.0 KiB)

Robert C. Doll, Vice Chairman, Global Chief Investment Officer – Equity, BlackRock

21st Century Strategies for Building Distribution & Increasing Operating Effectiveness
MMI Members can obtain their own copy of the recap by completing the request form at http://www.winningclients.com/mmi2009.php
Kip Gregory, Principal, The Gregory Group

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 Chairman, Goldman Sachs International. Their keynote addresses, which will focus on today’s challenging market, promise to be insightful. Dr. Richard Marston, James Guy Professor of Finance, at the Wharton School of Business, will deliver his view of the “The Crisis – Lessons for Money Management” in a general session before afternoon breakout sessions on risk and retirement, rebuilding Wall Street, and efficiencies and innovation.

On the evening of March 26, 2009, MMI will host a fundraiser to benefit the Gateway to Leadership program. Gateway to Leadership is a partnership between MMI and the NAACP that focuses on the financial services industry, providing internships and career opportunities for students from Historically Black Colleges and Universities. This year, MMI will hold a leadership recognition dinner to identify firms in the Managed Solutions industry who have demonstrated growth and innovation. All proceeds from this fundraising dinner will benefit MMI’s workplace diversity program, Gateway to Leadership, a 501(c)(3) charity. The dinner is open to all attendees.

Friday’s agenda opens with “Advisor Distribution Models and the New Reality: Implications for Wirehouse, RIA and Independent Markets”, and is followed by an “Economic Outlook: 2009 and Beyond,” “21st Century Strategies for Building Distribution & Increasing Operating Effectiveness,” and a special address from William Hambrecht, Founder, Chairman & CEO, WR Hambrecht & Co.

“Our industry is experiencing extraordinary economic pressures from clients, the markets, distributors and within own organizations,” said Brian Jacobs, Chief Distribution Officer, Baron Capital Group and Chairman of the Board of Governors, MMI, This year’s conference agenda, more than any other time in the MMI’s history, has been specifically devised from top to bottom to help all our member firms not only navigate the economy, but also to grow.

Don’t miss out! Register today!

HOTEL ACCOMMODATIONS – CALL 866-563-9792
MMI has reserved rooms at Loews Philadelphia Hotel at the group rate of $199/single and $214/double. Individual reservations must be made directly with the hotel by calling 866-563-9792 (reference the MMI conference to receive the group rate). The MMI group rate is available until February 27, after that date the hotel will accept reservations at the group rate on a space availability basis. Check-in time is 3:00 pm and check-out is 12Noon.

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

  2009 Canadian Wealth Management Summit Agenda (231.3 KiB)

  Retirement Income Solutions: D. Keith Sloane of The Hartford Mutual Funds (1.0 MiB)

  Retirement Income Solutions: Jack Sharry of Jack Sharry Consulting Group (969.0 KiB)

  Retirement Income Solutions: Lee Chertavian of Placemark Investments (1.1 MiB)

Executive Roundtable: Retirement Income Solutions – New Opportunities in a Shifting Landscape

  ALM The Future of Asset Management (2.2 MiB)

Ron Ryan of Ryan ALM, Inc.

  Retirement Investment Platform (198.5 KiB)

Matt Grove of Jefferson National

  Mastering the Art of Wholesaling (1.4 MiB)

Paul Karasik of the Wholesaler Institute

  Accountability Pays (2.1 MiB)

Frank Sarr of Training Implementation Service

  Federal Tax and Budget Outlook (592.0 KiB)

Ken Kies, formerly of the Congressional Joint Committee on Taxation

  Navigating Unchartered Waters Managed Account Solutions (3.4 MiB)

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

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March 10-11, 2008

Manchester Grand Hyatt, San Diego, CA

Agenda and Registration