February 17-18, 2016 | Palm Beach, FL
Eau Palm Beach
Marilee Ferone, Managing Director, Head of Advisory Programs, UBS Financial Services
Pete Thatch, Senior Vice President, Director of Retail Product Management & Strategy, Capital Group
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.
November 18, 2015 at 12:00 PM ET | NetMeeting
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...
October 21-22, 2015 | New York, NY
Roger Paradiso, MMI Governor and Treasurer
Robbie Cannon, President and Chief Executive Officer, Horizon Investments
Thriving in a Decade of Disruption
September 24, 2015 | 12 ET NetMeeting
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.
June 17, 2015 | New York, NY
Morgan, Lewis & Bockius LLP
Maureen Sheehan, Senior Counsel, Law Department, Wells Fargo
Priya Udeshi Crick, Executive Director, Legal & Compliance, Morgan Stanley
2015 Seminar Partner:
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.