Presentations will be available shortly. 

MMI TechOps 2012 is specifically geared to the technology and operations teams at MMI member firms, including:

• Technology and information officers
• Product, program, and project managers
• Developers and programmers
• Business and systems analysts
• Operations managers and staff

Conference Co-chairs: 

Steve Dunlap, President, Managing Director, Managed Investments, Pershing LLC, a BNY Mellon company
Jonathan Flitt, Director, Citi’s Investor Services
Gary Jones, Consultant to MMI, Vice President, Industry Operations, eBusinessware

Thank you for attending TechOps11 

November 17th – New York Athletic Club

A one day conference for MMI member firms designed to promote strategic discussions with peers on topics related to technology and operations. With all of the changes occurring in the industry, technology and operations groups have to adapt and react to those changes and challenges.

View the Agenda

TechOps11 Opening:

  Roger Paradiso/Gary Jones - TechOps11 Opening Slides with Data (483.1 KiB)
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11:30 AM -  12:30 PM Session: Is Outsourcing being driven by the meteoric pace of change?:

  Smartleaf Guide to Overlay Portfolio Management (925.2 KiB)
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12:30 Luncheon presentation – Michael F. McGovern

  Michael F. McGovern (209.9 KiB)
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2:30 PM – 3:30 PM Advisory Track:

  Managing Operational & Compliance Risks for Advisor-Driven Assets (410.6 KiB)
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IMCA accepts 9 CE hours (toward CIMA®/CIMC®/CPWA® certifications) for the November 17, 2011 Technology & Operations Conference. Certificants who attend the program are individually responsible for completing and submitting the CE form, http://www.imca.org/main/do/ReportCIMACE, in order to receive CE credit. The course ID Number is 11MMI001.

Performance and Billing Solutions for Separately Managed Account Operations
November 14, 2006
The Yale Club of New York City

;/downloads/2006/11/mmi-tsw-agenda-reg.pdf;Agenda/Registration Form;

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Technology Spotlight Workshops
Outsourcing for Separately Managed Account Operations
March 1, 2006
The Yale Club of New York City
Agenda & Registration

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