Past Events

Nov
18
2015

November 18, 2015 at 12:00 PM ET | NetMeeting

Net Meetings

Nov
17
2015

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...

Canadian Advisory Solutions

Oct
21 - 22
2015

October 21-22, 2015 | New York, NY
Grand Hyatt

Co-Chairs:
Roger Paradiso, MMI Governor and Treasurer
Robbie Cannon, President and Chief Executive Officer, Horizon Investments

Up Periscope:
Thriving in a Decade of Disruption

Solutions Conference

Sep
24
2015

Jun
30
2015

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.

Net Meetings

Jun
17
2015

June 17, 2015 | New York, NY
Morgan, Lewis & Bockius LLP

Co-Chairs:
Maureen Sheehan, Senior Counsel, Law Department, Wells Fargo
Priya Udeshi Crick, Executive Director, Legal & Compliance, Morgan Stanley

2015 Seminar Partner:

Morgan, Lewis & Brokius LLP...

Legal/Regulatory Affairs

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