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.
May 13, 2015 | New York, NY
Thomson Reuters, New York
Senior Managing Director,
Mariner Investment Group
National Director of Intermediary Sales,
April 22-23, 2015 | Charlotte, NC
The Westin Charlotte
Michael Lewers, Managing Director, Head of Client Engagement and Training, BlackRock
Jeffrey Wilk, Head of Wealth Management Platforms, MetLife Securities, Inc., U.S. Retail -...
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.