Past Events

Jan
8
2015

Nov
20
2014

November 20, 2014 | Yale Club of New York City

Emerging Managers Conference: Keys to Distribution and Infrastructure Success

Education

Nov
18
2014

NET MEETING – Tuesday, November 18, 2014 at 1 PM ET – MEMBERS ONLY

New Resources Exclusively for MMI Members

Net Meetings

Nov
12
2014

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

Canadian Advisory Solutions

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
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
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