A Reappraisal:
Asset Allocation’s Role, Effectiveness, and
Impact on Industry Economics

October 17th – 18th, 2012 | New York City, New York

On behalf of our conference co-chairs, Roddy Marino and George Raffa, we thank you for joining us at MMI’s 2012 Fall Solutions Conference—A Reappraisal: Asset Allocation’s Role, Effectiveness, and Impact on Industry Economics. We hope you found the program informative and relevant to your business. 

Topics covered:

• Asset Allocation: Point Counterpoint – Are the fundamental underpinnings of MPT still valid or have the rules changed?
• Managing Retirement Income Program Risks – Industry thought leaders evaluate risk-related issues and offer best practices
• Accessing the Platform – The battle for shelf space in an asset allocation model – how to get it, and how to keep it
• Liquid Alternatives – A discussion of traditional private placements vs. new liquid strategies – how to position alternatives with advisors and clients
• The Advisor View – How advisors from different channels are evolving their allocation models and what they want from sponsors and managers

Download select presentations from the conference.

  ETFs: To Develop or Not Develop? - Ben Fulton, Invesco Powershares (374.7 KiB)
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  The Delivery of Retirement Income Support MMI Survey of Platform Providers and Asset Managers – 2012 (237.2 KiB)
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  Understanding and Delivering Value to the Financial Advsior (1.0 MiB)
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  Thriving in the New World Order - Martin Flanagan, Invesco (unknown)
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At the 2011 MMI Fall Solutions Conference, you will hear from the business executives who are leading our industry through unprecedented change. Attendees will learn which trends in product, technology and infrastructure are shaping the new age of advisory solutions and how we as an industry can leverage the change to best serve our clients. The underlying tenet of advisory solutions is professional advice and investment management. How that advice is delivered and which investment solutions are resonating with advisors and investors are both changing. Industry experts will share their perspectives on the evolving investment options and platforms, the changing regulatory environment, and how to effectively market to existing and new distribution channels.
Agenda  |   Summary

 
Conference presentations are below

Wednesday

Presentation on Brand, Trust, and Communication

  Bolstering Your Interpersonal Effectiveness - John Daly (1.2 MiB)
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October 22-23, 2009 – New York Marriott Marquis

Conference Summary

Conference Agenda

Conference Registration

  2009 Annual Solutions Conference Exhibitor Prospectus (782.1 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

Managed Accounts Solutions: Moving Forward with MMI Standards and The DTCC Platform

;/downloads/2007/08/june_27th_mmi-dtcc_agenda.pdf;Meeting Agenda;

Managed Account Solutions for Banks: The Road to Change
March 27-28, 2007
Hyatt Regency Grand Cypress, Orlando FL
Agenda and Registration

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