Past Events

Feb
6 - 7
2018

February 6-7, 2018 | NYC
New York Athletic Club

Distribution Leadership

Jan
11
2018

January 11, 2018 | MMI Member Town Hall 
As follow-up to the 2017 Chairman and President Report, this web-meeting replay provides more detail on key initiatives and ways MMI can help you and your firm to Connect, Know, and Grow.

Net Meetings

Dec
6
2017

December 6, 2017 | NetMeeting

A recent study by MMI and rpmAUM, a strategic asset management consulting firm, gained unique insight on how a cross-section of domestic asset management firms are managing challenges and opportunities throughout different stages of their lifecycle - development, introduction, growth, and maturity.


This installment of the MMI NetMeeting series covers the report's key findings, including: 

Net Meetings

Dec
5
2017

Nov
15
2017

November 15, 2017 | NetMeeting
Download Audio (WAV)
Download Presentation (PDF)
As investor demand evolves towards outcome-based services rather than investment performance, the tools and offerings that wealth and asset managers should develop to strategically position...

Net Meetings

Oct
18
2017

October 18, 2017 | Toronto
Vantage Venues (formerly St. Andrew's Club & Conference Centre)

Canadian Advisory Solutions

Oct
2 - 4
2017

October 2-4, 2017 | Chicago, IL
Swissôtel Chicago
Sold Out
The Future of Advice: The World Turned Upside Down?

Annual Conference

Sep
6
2017

September 6, 2017 | Philadelphia, PA
The Pyramid Club

Education

Jun
21
2017

June 21, 2017 | Morgan Lewis, New York

Co-Chairs:
Evan Charkes, Managing Director & Associate General Counsel, Global Wealth & Investment Management, Bank of America Merrill Lynch
Nina Shenker, Managing Director, JP Morgan

Legal/Regulatory Affairs

May
17
2017

May 17, 2017 | NetMeeting
In an increasingly connected world, 'digital' has become a shorthand, catch-all phrase for a number of important elements in the transformation of the financial services industry as it drives toward a better future for both clients and advisors.

Net Meetings