MMInsight: A new look & feel with more timely content

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In this edition: A new look and feel to MMInsight, five-session virtual Alternative Investments Forum and other virtual events, Leadership Pathway 2020 applications, the Next Chapter initiative, and much more.
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FROM THE PRESIDENT 
A MESSAGE FROM CRAIG PFEIFFER 
To stay better connected and provide more timely content during this new remote normal, we will issue MMInsight bi-weekly. It will be shorter and devoted to sharing upcoming events, opportunities to connect through MMI Communities, and other important need-to-know topics and initiatives. 

Once again thank you to our legion of partners and sponsors who make all of our events possible, and we continue to wish you, your colleagues, friends, and families the good health, safety, and resilience we all need in these times.

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HEADLINES
LEADERSHIP PATHWAY - NOW ACCEPTING APPLICATIONS
When you think of your firm’s rising stars, who comes to mind? MMI is now accepting applications for the 2020 Leadership Pathway class through June 19. Each member firm is permitted to nominate one candidate for consideration, and candidates must have at least five years and no more than ten years of investment advisory or wealth management experience. Download the application and learn more. View video.

LP

TWO INDUSTRY CHAMPIONS TAKE UP THE CHALLENGE OF ADVISING CLIENTS' "NEXT CHAPTER"
MMI and Financial Advisor Magazine are joining forces to take on the “Next Big Thing” – the transition of the financial advice industry to managing “retirement.” The initiative, Next Chapter, will focus on the long-heralded retirement age wave with specific efforts to support financial advisors, investment managers, income product companies, and service, technology, and planning providers. Read the press release.

2020 MMI ALTERNATIVE INVESTMENTS FORUM: A VIRTUAL EVENT SERIES
This year, MMI’s popular Alternative Investments Forum is going virtual. With COVID-19’s dramatic impact on global markets, alternative investments are arguably more important now than ever as a competitive differentiator. Join us for five timely sessions every Wednesday from July 8 to August 5. A powerful lineup of topics and speakers will provide better understanding of the current landscape, unpack the investment and distribution opportunities (and risks), and discuss strategies to provide more effective advisor and investor education. Registrants will receive an early look at the 2020 edition of MMI's annual report on the Retail Distribution of Alternative Investments. Learn more.

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UPCOMING EVENTS AND MEETINGS - MARK YOUR CALENDERS
CONTACT EVENTS@MMINST.ORG WITH QUESTIONS

June 10, 2020 
4:00 PM ET

MMI Summit: Fireside Chat with Michael Durbin – The Advisory Landscape Post-COVID-19

June 16, 2020 
2:00 PM ET

Emerging Asset Managers Virtual Meetup: Will Smaller Managers Face Increased Due Diligence Scrutiny in Wake of the Recent Market Downturn? – Save the Date

June 18, 2020
12:00 PM ET

Community Meeting: Mutual Funds 
Contact Megan Beach to attend

June 23, 2020
2:00 PM ET 

Community Meeting: ETF Community Panel Presentation
Contact Megan Beach to attend

June 24, 2020 
3:00 PM ET

Community Meeting: SMAs & Model Portfolios
Contact Megan Beach to attend

June 25, 2020
1:00 PM ET

MMI NetMeeting: Managing Stress for Success

June 26, 2020
11:00 AM ET

Community Meeting: Tech Ops
Contact Megan Beach to attend

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IN CASE YOU MISSED IT
MMI/MORNINGSTAR SUSTAINABLE INVESTING VIRTUAL EVENT - FRAMING ESG IN THE CONTEXT OF OUR CURRENT CRISIS   
Register to access the replay.

MMI NETMEETING - ADVISORY SOLUTIONS: EXPECTATIONS AND EXPERIENCES
Register to access the replay.

MMI NETMEETING - ADAPTING IN ADVERSITY: CLIENT AND BUSINESS ENGAGEMENT STRATEGIES DURING COVID-19
Register to access the replay.

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MMI WELCOMES A NEW MEMBER
JOIN US IN EXTENDING A WARM WELCOME TO THE NEWEST MEMBER OF THE MMI FAMILY

Bluerock Capital Markets

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2020 PLATINUM PARTNER

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2020 COBALT PARTNERS

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