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
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.
May 11, 2017 | The Yale Club of New York City
Solving the Adoption Conundrum
FORUM CO-CHAIRS:
William Cashel, National Sales Manager, AQR Capital Management
Jennifer Suden, Director of Alternative Investments Research, Raymond James Financial
April 5, 2017 | NetMeeting
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Hear a diverse panel of industry executives share their perspective on – and firsthand experience with – effective approaches to using data analytics and tools to view their businesses through a different lens.
(Invitation Only)
March 21-22, 2017 | Palm Beach, FL
Eau Palm Beach
SOLD OUT
The most exclusive event on MMI’s conference calendar, the Summit annually brings together the advisory solutions industry’s most senior sales and marketing leaders for two days of networking and closed-door sessions focused on common...
The MMI Emerging Asset Managers Forum is part of a broader initiative to build a vibrant community of emerging asset managers within the larger MMI organization. This event is by invitation only to senior executives at select firms.
February 15, 2017 | MMI NetMeeting
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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.
February 7-8, 2017 | New York, NY
The Yale Club
Co-Chairs:
John Moninger, Managing Director, Retail Sales, Eaton Vance
Mark Spina, Head of U.S. Private Client Services, Russell Investments
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.
November 15, 2016 | Toronto
St. Andrew’s Club & Conference Centre
SOLD OUT