Past Events

Feb
15
2017

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. 

Net Meetings

Feb
7 - 8
2017

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

Distribution Leadership

Dec
13
2016

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.

Net Meetings

Nov
15
2016

November 15, 2016 | Toronto
St. Andrew’s Club & Conference Centre

SOLD OUT

Canadian Advisory Solutions

Oct
18
2016
October 18-19, 2016 | Boston
The Westin Copley Place
 

Building Better Tomorrows

...
Solutions Conference

Oct
4 - 5
2016

October 4-5, 2016 | New York
The Yale Club

The 2016 MMI Emerging Asset Managers Forum is an opportunity for you to participate in the development and continued growth of a vibrant community of senior executives representing emerging asset management firms. *Forum is b...

Education

Sep
28
2016

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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.

Net Meetings

Sep
15
2016

September 15, 2016 | New York
BNY Mellon
101 Barclay Street

Education

Sep
14
2016

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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.

Net Meetings

Jul
19
2016

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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...

Net Meetings