MMI NetMeeting (Members Only) on Advisory Business Models of the Future

Please join us for our next MMI NetMeeting (Members Only) on Tuesday, June 30 at 12:00 PM ET. MMI Governor John Moninger will moderate a conversation with MMI Chairperson Lorna Sabbia and two equity research analysts covering the financial services sector. The panel will review the pros and cons of current advisory business models and look ahead to the types of firms and models most likely to succeed in the future.


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The industry focus on Goals-Based Wealth Management is driving investment managers and sponsor firms to reexamine every aspect of how they deliver financial advice to individual investors. As firms evolve their advisory business models, perspective on how their industry peers are thinking about product, distribution, and support strategies can be extremely valuable.

Please join us for our next MMI NetMeeting (Members Only) on Tuesday, June 30 at 12:00 PM ET for a discussion of this important topic. MMI Governor John Moninger will moderate a conversation with MMI Chairperson Lorna Sabbia and two equity research analysts covering the financial services sector. The panel will review the pros and cons of current advisory business models and look ahead to the types of firms and models most likely to succeed in the future.

This NetMeeting will not be recorded or archived. Mark your calendar and plan to listen to the live discussion on June 30th.

Host:
Arlen Oransky, Vice President, Money Management Institute

Moderator:
John Moninger, Managing Director, Retail Sales, Eaton Vance

Participants:
Lorna Sabbia, Managing Director, Head of Managed Solutions, Bank of America Merrill Lynch and Chairperson, MMI Board of Governors
Alexander Blostein, Vice President, Lead Analyst – Capital Markets & Asset Managers, Goldman Sachs
Christopher Harris, Director, Equity Research – Brokers, Asset Managers & Exchanges, Wells Fargo

Duration:
45 minutes (including time allocated for Q&A)