2019 MMI Distribution Leadership Forum

November 13, 2019 | NYC
New York Athletic Club

180 Central Park South
New York, NY 10019

Forum Co-Chairs:
Jeff Carlin, Senior Managing Director, Head of U.S. Retail Distribution, Nuveen
John Moninger, Managing Director, Retail Sales, Eaton Vance


As a sales professional, don’t miss the only industry conference that focuses exclusively on distribution in the investment advisory solutions space. This unique one-day event brings together top wholesalers, sales managers, and their home-office partners to share information, frank conversations, and actionable takeaways.

Essential Topics for Sales Professionals
This highly interactive, one-of-a-kind program is designed to help distribution professionals sharpen their skills and become more effective and productive.

Key topics include:

  • Leveraging data to uncover opportunities
  • Effective marketing and social media tactics
  • The impact of centralized decision-making
  • Working with internal and external partners
  • How to find the right advisors and add value

Questions? Contact us at events@mminst.org or (646) 868-8500.


Additional Information

Agenda

VIEW AGENDA (PDF)

Featured Speaker

Five Industry Trends
Reshaping Financial Advice
Michael Kitces

Michael Kitces

Partner and Director of Wealth Management
Pinnacle Advisory Group

Co-Founder
XY Planning Network

 

Sponsors

GOLD SPONSORS

ALLIANZ LIFE          BROADRIDGE

 

SILVER SPONSOR

Vestmark

Sponsorship Opportunities

The Forum represents a unique opportunity to build brand awareness with field distribution executives, showcase your firm's offerings, and make new connections. A limited number of premium sponsorship packages are available.

Contact:
Arlen Oransky
SVP, Chief Membership & Programs Officer 
aoransky@mminst.org 
(646) 868-8505

CE Credit

The Forum program is being submitted to Investments & Wealth Institute for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. If credits are approved, the relevant approval code(s) will be shared with attendees after the Forum.

Registration Fees

Registration categories and pricing are as follows:

Registration Type Member Dates
Early $895 10/8-10/25
Standard $995 10/26-Onsite

Cancellation/Transfer Policy

All cancellations are subject to a $50 cancellation fee. Full refunds minus the $50 cancellation fee will be granted for cancellation requests received prior to 5:00 PM ET on Monday, November 4, 2019. After that time, no refunds or credits will be granted, however your registration can still be transferred to another individual at your firm. To cancel or transfer your registration, please notify MMI at (646) 868-8500.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you aware of, or are involved in an incident, at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.

Questions?

Attendee Registration:
events@mminst.org or (646) 868-8500

Speaker Registration:
Megan Beach
mbeach@mminst.org or (646) 868-8507

Fees & Billing:
Samantha Lustig
slustig@mminst.org or (646) 868-8516

Sponsor & Exhibitor Opportunities:
Arlen Oransky
aoransky@mminst.org or (646) 868-8505