Thursday, January 8, 2015 at 12 PM
November 20, 2014 | Yale Club of New York City
Emerging Managers Conference: Keys to Distribution and Infrastructure Success
NET MEETING – Tuesday, November 18, 2014 at 1 PM ET – MEMBERS ONLY
New Resources Exclusively for MMI Members
November 12, 2014 | Toronto
St. Andrew's Club & Conference Centre
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.
October 21-22, 2014 | Hilton New York, NY
Vince Pandes, Director, U.S. National Accounts, Brandes Investment Partners
Mark Spina, Managing Director, Voya Investment Management
The Tools, Techniques, and Processes that Build Personal...
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.
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.
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.
June 11, 2014 | New York
Morgan, Lewis & Bockius LLP
101 Park Avenue, 39th Floor | New York
Stuart J. Cohen
Managing Director and Assistant General Counsel
Director and Chief Compliance Officer
Lockwood Advisors, Inc. an affiliate of Pershing LLC, a BNY Mellon company