MMI Webinar: Unlocking Private Assets: The Power of an Integrated Ecosystem for Wealth Management
December 02 , 2025
11:00 AM ET
In conjunction with
Complimentary admission
Open to MMI members and non-members
Press prohibited
The MMI Webinar: Unlocking Private Assets: The Power of an Integrated Ecosystem for Wealth Management is being submitted to the 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 event.
Overview
Explore the rise of private markets and what it means for wealth management.
The growing demand for the inclusion of private assets in retail portfolios requires a holistic end-to-end solution. Access to private markets, scalable technology, distribution, and servicing form a critical ecosystem for wealth managers. This webinar will feature a panel of experts discussing the practical implications and considerations of private markets implementation, opportunities, and the road ahead.
Highlights include:
- The factors driving the growing demand for private markets and how those factors impact the market and product development
- Identifying the components of a comprehensive ecosystem to streamline adoption of private markets
- Considerations for private markets implementation across product, technology, and servicing
This webinar will be recorded. Even if you cannot attend live, please register so we can notify you when the replay is available.
Introduction
Joan Lensing
Executive Vice President, Chief Programming Officer
MMI
Moderator
Nick Diodati
Head of Wealth Product Strategy
Charles River Development
Speakers
Jesse Cole
Senior Vice President, Head of Private Markets Product
State Street
Susan Doyle
Global Head of Private Markets Funds
State Street Investment Management