Past Events

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

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