Past Events

Nov
12
2014

SOLD OUT 
November 12, 2014 | Toronto
St. Andrew's Club & Conference Centre

Canadian Advisory Solutions

Oct
21 - 22
2014

October 21-22, 2014 | Hilton New York, NY

Co-Chairs:
Vince Pandes, Director, U.S. National Accounts, Brandes Investment Partners
Mark Spina, Managing Director, Voya Investment Management

Beyond Theory:
The Tools, Techniques, and Processes that Build Personal...

Solutions Conference

Oct
21
2014

October 21, 2014 | Hilton New York, NY

The GBWM Forum is open to MMI members only and will be limited to 100 attendees on a first-come, first-served basis to allow for a highly interactive session. No press will be in attendance.

Education

Oct
9
2014

Thursday, October 9th at 1:00 pm | NetMeeting (Members Only) 

This was a members-only webinar on who the millennials are, why they matter, how to reach and engage this demographic, and lessons to be learned from the new online advice platforms.

Net Meetings

Jun
24
2014

June 24th | PIMCO, New York

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. The Workshop provides a well-rounded industry overview in a highly interactive format with sessions led by industry experts and business leaders. 

Managed Advisory Solutions Workshop

Jun
19
2014

June 19 | Net Meeting

This was a special webinar on one of the fastest-growing segments of the managed solutions marketplace – ETF managed portfolios. 

With Morningstar tracking 648 strategies from 153 firms representing $96 billion in assets as of December 2013 – an annual increase in assets of 40% – the packaging of ETFs into institutional-grade portfolios appears to be more than just a passing trend. 

Net Meetings

Jun
11
2014

June 11, 2014 | New York

Morgan, Lewis & Bockius LLP 
101 Park Avenue, 39th Floor | New York

Co-Chairs: 

Stuart J. Cohen
Managing Director and Assistant General Counsel
Nuveen Investments

Michelle Logue
Director and Chief Compliance Officer
Lockwood Advisors, Inc. an affiliate of Pershing LLC, a BNY Mellon company

Legal/Regulatory Affairs

May
14
2014

May 14th 2014, Noon ET
Net Meeting

Can the financial services industry harness Impact Investing in ways that are both commercially viable and socially transformative?

Net Meetings

Apr
30
2014

April 30, 2014 | Thomson Reuters Headquarters, New York.

Navigating Alternative Investments into Goals-Based Wealth Management

Our panels of industry experts will offer views on the path ahead from distinct perspectives.

Co-Chairs:
John Bergamini, Senior Managing Director, Mariner Investment Group
Kirk Strawn, National Director of Strategic Relationships, Altegris

Alternative Investments

Apr
16
2014

NET MEETING – April 16th | 12 PM ET
2013 SEC Year in Review

2013 was another landmark year for the SEC’s enforcement program, including new enforcement leadership, policies and areas of focus. With fee-based programs announced as one the SEC’s 2014 examination priorities for investment advisers and investment companies, this is shaping up to be another eventful year.

Net Meetings