Past Events

Feb
17 - 18
2016

February 17-18, 2016 | Palm Beach, FL
Eau Palm Beach

Co-Chairs: 
Marilee Ferone, Managing Director, Head of Advisory Programs, UBS Financial Services
Pete Thatch, Senior Vice President, Director of Retail Product Management & Strategy, Capital Group

Solutions Conference

Feb
17 - 18
2016

February 17-18, 2016 | Palm Beach, FL
Eau Palm Beach

Co-Chairs: 
Marilee Ferone, Managing Director, Head of Advisory Programs, UBS Financial Services
Pete Thatch, Senior Vice President, Director of Retail Product Management & Strategy, Capital Group

Sales & Marketing Leadership Summit

Jan
20
2016

Download Audio (MP3)
Download Presentation (PDF) 
The sophistication and frequency of cybersecurity attacks on financial services firms are on the rise, and addressing these threats is a major focus...

Net Meetings

Dec
11
2015

December 11, 2015 | New York, NY
Morgan Stanley Offices,1585 Broadway

MMI is pleased to announce that the final Investment Advisory Solutions Workshop of 2015 will take place on Friday, December 11th in New York at the Morgan Stanley offices located at 1585 Broadway.

Education

Nov
18
2015

November 18, 2015 at 12:00 PM ET | NetMeeting

Net Meetings

Nov
17
2015

November 17, 2015 | Toronto
St. Andrew's Club & Conference Centre

In increasingly challenging market conditions, manufacturers and distributors alike need to understand the critical factors driving change in our industry and learn about the new investment solutions being tested and launched.

The sixth MMI Toronto Wealth Management Summit featured a series of frank discussions about the road ahead...

Canadian Advisory Solutions

Oct
21 - 22
2015

October 21-22, 2015 | New York, NY
Grand Hyatt

Co-Chairs:
Roger Paradiso, MMI Governor and Treasurer
Robbie Cannon, President and Chief Executive Officer, Horizon Investments

Up Periscope:
Thriving in a Decade of Disruption

Solutions Conference

Sep
24
2015

Jun
30
2015

Please join us for our next MMI NetMeeting (Members Only) on Tuesday, June 30 at 12:00 PM ET. MMI Governor John Moninger will moderate a conversation with MMI Chairperson Lorna Sabbia and two equity research analysts covering the financial services sector.

Net Meetings

Jun
17
2015

June 17, 2015 | New York, NY
Morgan, Lewis & Bockius LLP

Co-Chairs:
Maureen Sheehan, Senior Counsel, Law Department, Wells Fargo
Priya Udeshi Crick, Executive Director, Legal & Compliance, Morgan Stanley

2015 Seminar Partner:

Morgan, Lewis & Brokius LLP...

Legal/Regulatory Affairs