Past Events

May
1
2018

May 1, 2018 | Chicago, IL
Northern Trust Investments

Co-Chairs:
Darryl Keeton, Head of Distribution, Homestead Funds
Robert Tynes, Managing Director, Gratry & Company

Education

Apr
24
2018

April 24, 2018 | Open Call

MMI's Digitally-Enhanced Advice Committee hosted an open call on April 24, 2018 featuring Eric Lordi, Managing Director, Head of Platform Development at Morgan Stanley. Michael Liersch, Co-Chair of the MMI Digitally-Enhanced Advice Committee, interviewed Mr. Lordi about what Morgan Stanley has learned as they seek to build the digital platform of the future and what they see coming next.


Mar
20 - 21
2018

Invitation Only
March 20-21, 2018 | Tampa, FL
Marriott Tampa Waterside Hotel & Marina

Co-Chairs:
Kimberly LaPointe, Executive Vice President, Head of Global Accounts, PGIM Investments
Roddy Marino, Executive Vice President, National Accounts and Distribution, Brinker Capital

Sales & Marketing Leadership Summit

Mar
14
2018

March 14, 2018 | NetMeeting

ETFs have rapidly gained popularity and are continuing to attract assets and evolve. And that should come as no surprise as they are marketed as an investment that offers individuals the chance to invest like the most sophisticated institutions in the world. This installment of the MMI NetMeeting series focuses on the latest trends and product development innovations impacting the ETF sector and explores where the industry goes from here.

Net Meetings

Mar
6
2018

March 6, 2018 | NetMeeting

The evolving nature of the wealth management industry makes the future of the business exceedingly difficult to predict. Unprecedented changes in technology, regulation, and client expectations are complicating the decision-making process for wealth management executives choosing how to invest limited resources to achieve the greatest return over the next three to five years.

Net Meetings

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

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