Past Events

Jun
8
2016

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Supplemental Presentation (PDF)
The momentum around impact investing continues to reach new heights, and interest from clients -...

Net Meetings

May
25
2016

May 25, 2016 | New York
The Yale Club

With the benefit of seven weeks to review and analyze the final release, this Forum will allow senior business leaders to engage in deeper discussions with subject matter experts and fellow industry executives. The sessions will be highly interactive, providing attendees the opportunity to gain insights and practical perspective, share best practices, and raise specific questions. 

Legal/Regulatory Affairs

May
5
2016

May 5, 2016 | New York
The Yale Club

Alternative Investments

Apr
20 - 21
2016

April 20-21, 2016 | Washington, DC
Marriott Marquis

Co-Chairs:
Ron Fiske, Managing Director, Envestnet
Brett Wright, Senior Vice President, Head of Third Party Distribution, Delaware Investments

Annual Conference

Mar
30
2016

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In this MMI members-only NetMeeting, we examine how robo advisors are disrupting the financial services industry. We also discuss the key elements of digital advice that have made robo advisors so compelling. 

Net Meetings

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

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

Jan
20
2016

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The sophistication and frequency of cybersecurity attacks on financial services firms are on the rise, and addressing these threats is a major...

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