The Money Management Institute » Solutions Conference

2011 MMI Fall Solutions Conference

Elizabeth Bontrager — Fri, 21 Oct 2011 14:33:06 +0000

Managing Change: A New Age for Advisory Solutions

| October 19th – 20th, 2011 |

| Crowne Plaza Times Square, New York, NY |

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

3:45 PM – 5:00 PM
Concurrent Break-Out Sessions
New Developments in ETFs

Thursday

8:15 AM – 8:30 AM
Industry Data Update – Kevin Keefe

10:15 AM - 11:15 AM
Ten Things To Think About – Critical Trends Impacting RIA Firms
Mark Tibergien, Chief Executive Officer, Pershing Advisor Solutions

12:15 PM - 1:30 PM
Lunch Panel Legal & Regulatory Update

11:15 AM - 12:15 PM
The Emergence of Comprehensive Retirement Income Platforms
Retirement Panel – Slide Deck 1 | PRISM: An Emerging Category
Retirement Panel- Slide Deck 3 | The Efficient Income Frontier

2009 Annual Solutions

admin — Sat, 21 Nov 2009 15:52:38 +0000

[[Show as slideshow]]

Bolstering Your Interpersonal Effectiveness

admin — Fri, 30 Oct 2009 23:31:16 +0000

Presentation on Brand, Trust, and Communication

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2009 Annual Solutions Conference

mmi — Mon, 14 Sep 2009 02:30:02 +0000

October 22-23, 2009 – New York Marriott Marquis

Conference Summary

Conference Agenda

Conference Registration

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2008 Fall Solutions Conference

admin — Sat, 25 Oct 2008 19:54:43 +0000

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

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Ron Ryan of Ryan ALM, Inc.

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Matt Grove of Jefferson National

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Paul Karasik of the Wholesaler Institute

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Frank Sarr of Training Implementation Service

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Ken Kies, formerly of the Congressional Joint Committee on Taxation

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Jean Sullivan of Dover Financial Research

Moving Forward with MMI Standards and The DTCC Platform

mmi — Wed, 27 Jun 2007 19:21:37 +0000

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

mmi — Tue, 27 Mar 2007 23:30:08 +0000

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

Managed Account Solutions Conference [Event Over]

mmi — Wed, 20 Sep 2006 23:13:27 +0000

October 18-19, 2006

The Roosevelt Hotel, New York City

Please continue reading more for the presentations and agenda.

Wednesday, October 18

1:15 PM The Asset Management Industry in 2010: Bigger, Sometimes Better, with the Best Pulling Away

Alok Kshirsagar, Partner, McKinsey & Co.

2:00 PM Expert Panel – The Role of Managed Money in Industry Success
Darlene DeRemer, Partner, Grail Partners

3:45 PM Breakout Session 1 – Fixed Income SMA Solutions
Douglas E. Younkin, Managing Director, Principal Global Investors

Thursday, October 19

9:30 AM Breakout Module 1: Hybrid Approach – Mutual Funds and SMAs
Bret Young, Executive Vice President, Dreyfus Investments

9:30 AM Breakout Module 2: Multi Manager Approach Presentation 2
David Jobson, Executive Director, Head of IS Management Research & Portfolio Construction, UBS Financial Services, Inc.
Bill Butcher, Senior Vice President, IXIS Asset Mangement Adviors Group

12:15 PM Bullish Thinking: Successfully Managing Your Lifestyle Portfolio
Dr. Alden M. Cass, President of Catalyst Strategies Group