Past Events

Jun
10
2015

Please join us on Wednesday, June 10th at 12:00 PM ET for a discussion centered around two issues that are central to delivering a GBWM experience to clients – generating retirement income and providing for long-term healthcare needs.

Net Meetings

May
13
2015

May 13, 2015 | New York, NY
Thomson Reuters, New York

Co-Chairs: 

John Bergamini
Senior Managing Director, 
Mariner Investment Group

Kirk Strawn
National Director of Intermediary Sales, 
Altegris Investments


Alternative Investments

Apr
22 - 23
2015

April 22-23, 2015 | Charlotte, NC
The Westin Charlotte

Co-chairs:
Michael Lewers, Managing Director, Head of Client Engagement and Training, BlackRock
Jeffrey Wilk, Head of Wealth Management Platforms, MetLife Securities, Inc., U.S. Retail -...

Annual Conference

Mar
19
2015

March 19, 2015 |  San Francisco, CA
Charles Schwab & Co., Inc.  

This is a one-day workshop designed to educate new hires or employees new to managed solutions including sales team members, operations staff, product and marketing personnel, and customer service representatives from investment managers, sponsor firms and service providers.

Education

Mar
18
2015

Two thought leaders discuss one of the industry’s most talked about topics – Goals-Based Wealth Management (GBWM). Specifically, where does GBWM stand today and where is it headed?

Net Meetings

Feb
18 - 19
2015

February 18-19, 2015 | Fort Lauderdale, FL
Marriott Harbor Beach

Co-chairs:
Jeff Cusack, President and Executive Managing Director, Tradewinds Global Investors
John Sweeney, Executive Vice President, Retirement and Investing Strategies, Fidelity Investments

Special MMI Summit Partner: 

Sales & Marketing Leadership Summit

Feb
18 - 19
2015

February 18-19, 2015 | Fort Lauderdale, FL
Marriott Harbor Beach

Co-chairs:
Jeff Cusack, President and Executive Managing Director, Tradewinds Global Investors
John Sweeney, Executive Vice President, Retirement and Investing Strategies, Fidelity Investments

Special MMI Summit Partner: ...

Sales & Marketing Leadership Summit

Jan
8
2015

Nov
20
2014

November 20, 2014 | Yale Club of New York City

Emerging Managers Conference: Keys to Distribution and Infrastructure Success

Education

Nov
18
2014

NET MEETING – Tuesday, November 18, 2014 at 1 PM ET – MEMBERS ONLY

New Resources Exclusively for MMI Members

Net Meetings