NetMeetings

Feb
15
2017
The CMO Challenge: Maximizing Brand Value

February 15, 2017 | MMI NetMeeting
Download Audio (MP3 - members only)
In an increasingly competitive marketplace, the marketing function is clearly emerging from the background and taking a more central role in the distribution efforts of wealth and asset management firms. 


Dec
13
2016
MMI All-Member Town Hall Web-Meeting

Watch the replay here. (Video - members only)
Listen in to hear Craig Pfeiffer and the MMI team review notable 2016 projects, major initiatives under way for 2017, and ways to get the most value from your firm's MMI membership.


Sep
28
2016
Liquid Alternatives: What Happened and What Comes Next

Download Audio (MP3 - members only)
Download Presentation (PDF - members only)
Recent research from MMI and Dover Financial Research shows that investors pulled back from liquid alternatives in 2015 after several years of strong growth in the category.


Sep
14
2016
The Rise and Fall of New Funds: Why Some Succeed and Others Don't

Download Audio (MP3)
Download Presentation (PDF)
Morningstar's Quantitative Research team has identified some specific factors that help new funds succeed, as well as common pitfalls that hold them back.


Jul
19
2016
Getting the Most Out of Analytics: Streamline Your Business; Grow the Bottom Line

Download Audio (MP3)
Download Presentation (PDF)
Over the past decade, the asset and wealth management industries have invested heavily in data and analytics. But most firms are not yet taking full advantage of these tools and their capabilities to more effectively manage...


Jul
14
2016
Brexit: Implications for U.S. Asset Managers

Download Audio (MP3)
Download Presentation (PDF)
Experts from Morgan, Lewis & Bockius discuss the implications for U.S. asset managers in the wake of the United Kingdom's vote to leave the European Union...


Jun
8
2016
NetMeeting - Making Impact Investing Viable

Download Audio (MP3)
Download Presentation (PDF)
Supplemental Presentation (PDF)
The momentum around impact investing continues to reach new heights, and interest from clients -...


Mar
30
2016
Members Only MMI NetMeeting - Digital Advice: Robos as Disruptor or Catalyst?

Download Audio (MP3 - members only)
Download Presentation (PDF - members only)
In this MMI members-only NetMeeting, we examine how robo advisors are disrupting the financial services industry. We also discuss the key elements of digital advice that have made robo advisors so compelling. 


Jan
20
2016
MMI NetMeeting - Cybersecurity 2016: What You Need to Know to Prepare for the Future

Download Audio (MP3)
Download Presentation (PDF) 
The sophistication and frequency of cybersecurity attacks on financial services firms are on the rise, and addressing these threats is a major focus...