Featured In-Person Event 2024 MMI Annual Conference Registration is open for MMI's largest event of the year! October 15-17, 2024 • Charlotte, NC Register Now CE All Conferences & Events Upcoming EventsPast Events Filter By Continuing Education CE Credit Available Access Open to Financial Advisors Open to Media Open to Non-Members Experience In-person Virtual Cost Charged Complimentary Topic Advisory Products & Solutions Alternative Investments Annuity & Insurance Solutions Blockchain Distribution & Sales Diversity & Inclusion Emerging Asset Managers Institutional Legal & Compliance Marketing Professional Development Sustainable Investing Technology & Digital Advice Type Alternative Investments Forum Annual Conference Community Meeting Distribution Leadership Forum Emerging Asset Managers Forum Leadership Pathway Seminar Legal & Compliance Seminar Opening Doors Event Roundtable Discussion Summit Toronto Wealth Management Summit Webinar clear filters Community Meeting CE 2024 MMI Institutional Roundtable Roundtable Co-Chairs: Mark Najarian, Co-Head Global Institutional, American Century InvestmentsMike September 18, 2024 Open to Non-Members Community Meeting, Webinar CE MMI Webinar: Interval Funds: If You Build It, Will They Come? Sponsored by the MMI Alternative Investments Community—Join us on Wednesday, September 25th as we September 25, 2024 2024 MMI Leadership Pathway - Boston Leadership Connect We are thrilled to announce the second Leadership Connect will take place on the scenic roof deck October 02, 2024 Annual Conference CE 2024 MMI Annual Conference Co-Chairs:Kara Julian, Managing Director, Head of Consulting Group, Morgan StanleyBrad Jung, October 15 - 17, 2024 Summit CE 2025 MMI Summit March 27 - 28, 2025 Open to Media, Open to Non-Members Annual Conference CE 2025 MMI Annual Conference October 15 - 17, 2025 Filter By Continuing Education CE Credit Available Access Open to Financial Advisors Open to Media Open to Non-Members Experience In-person Virtual Cost Charged Complimentary Topic Advisory Products & Solutions Alternative Investments Annuity & Insurance Solutions Blockchain Distribution & Sales Diversity & Inclusion Emerging Asset Managers Institutional Legal & Compliance Marketing Professional Development Sustainable Investing Technology & Digital Advice Type Alternative Investments Forum Annual Conference Community Meeting Distribution Leadership Forum Emerging Asset Managers Forum Leadership Pathway Seminar Legal & Compliance Seminar Opening Doors Event Roundtable Discussion Summit Toronto Wealth Management Summit Webinar Past Events Tab clear filters Open to Non-Members Community Meeting, Webinar Blockchain Green Shoots, Tangible Projects Take Root Sponsored by the MMI Blockchain Finance Forum. Moderator & Co-Chair:John Sweeney, Founder and March 09, 2023 Open to Non-Members Webinar CE Recruiting Reimagined - Getting in Sync with Gen Z March 08, 2023 Open to Non-Members Webinar CE The Future of Billing Solutions for the Modern Investment Manager January 19, 2023 Open to Non-Members Community Meeting, Webinar Digital Asset Classification Sponsored by the MMI Blockchain Finance Forum.Join Jodie Gunzberg, Managing Director of CoinDesk December 14, 2022 Community Meeting, Webinar CE Defining & Stimulating the Client Experience Sponsored by the MMI Marketing Community.Learn from industry leaders who have successfully led December 09, 2022 Open to Non-Members Alternative Investments Forum CE 2022 Alternative Investments Forum Co-Chairs:Melissa Nordfors, Managing Director, Head of Alternative Investments Platform Management November 16, 2022 Open to Media, Open to Non-Members Annual Conference CE 2022 MMI Annual Conference Conference Co-Chairs:Jill Brown, President, Principal Funds Distributor Steve Mattus, Managing October 19 - 21, 2022 Open to Non-Members Webinar CE Tax Alpha – How Can We Do Better for Our End Clients? October 14, 2022 Open to Non-Members Webinar CE Generational Differences: The Keys to Unlocking Americans’ Complicated Financial Relationships September 23, 2022 Open to Media Community Meeting, Webinar CE The Future of Marketing is Changing…Are You Ready? Sponsored by the MMI Marketing Community.The impact of the pandemic on marketing leaders around the September 23, 2022 Open to Non-Members Webinar CE Thinking Beyond Equities: Diversification with Direct Indexing September 12, 2022 Open to Non-Members Emerging Asset Managers Forum CE 2022 Emerging Asset Managers Forum Co-Chairs:Robbie Cannon, Founder, Horizon InvestmentsSteve Carl, Principal, Chief Distribution June 23, 2022 Pagination First page « First Previous page ‹ Previous Page 1 Page 2 Page 3 Current page 4 Page 5 Next page Next › Last page Last »