October 18, 2017 | Toronto
Vantage Venues (formerly St. Andrew's Club & Conference Centre)
Canadian Advisory Solutions
Past Events
Oct
18
2017
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
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
May
11
2017
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
Alternative Investments
Apr
5
2017
April 5, 2017 | NetMeeting
Download Audio (MP3)
Download Presentation (PDF)
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.
Net Meetings
Mar
21 - 22
2017
(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...
Sales & Marketing Leadership Summit
Mar
1
2017
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.
Education
Feb
15
2017
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.
Net Meetings
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