Past Events

Mar
28 - 29
2019

Invitation Only
March 28-29, 2019 | Miami
Mandarin Oriental

Sold Out

Co-Chairs:
Noreen Beaman,
Chief Executive Officer, Brinker Capital
Troy Thornton, Managing Director, Head of U.S. Retail Distribution, Goldman Sachs


Event Recap:

Sales & Marketing Leadership Summit

Feb
27
2019

Replay | NetMeeting

A shift is under way in the advisory industry, moving from discrete products, accounts, and technology tools to integrated household-level solutions. To examine this new trajectory in the delivery of financial advice, MMI has released a new research report, Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes.

Net Meetings

Jan
17
2019

January 17, 2019 | Sorenson Impact Center
Garff Building
1731 E. Campus Center Drive
Salt Lake City, UT 84112


While philanthropy and investing have long been thought of as separate disciplines – one championing social change, the other financial gain – the rapidly growing business of impact investing changes that mindset. Impact investing is already having profound implications on the transfer of wealth currently under way.

Education

Dec
14
2018

December 14, 2018 | Offices of Voya Investment Management
230 Park Ave, New York, NY 10169

One of the highlights of MMI’s recent Distribution Leadership Forum in Chicago was a keynote presentation by Steve Meier of Sequoia Systems International. The feedback was so positive that we have invited Sequoia to expand the session into a one-day Wholesaler Bootcamp on Friday, December 14th in New York City.

Distribution Leadership

Dec
5
2018

Replay | NetMeeting

The national account management (NAM) function at asset management firms has traditionally focused on securing and retaining product shelf space at key distribution partners. But the rapidly evolving dynamics of the manager/distributor relationship mean that NAM must evolve as well.

Net Meetings

Nov
20
2018

Replay | NetMeeting

The rising influence of the home-office at broker-dealers is forcing asset managers to place more importance on covering the research teams within these groups. To provide better understanding of home-office research teams and how they function, MMI and FUSE Research Network teamed up to conduct a new research study focused on the dynamics of distributor due diligence teams.

Net Meetings

Nov
7
2018

November 7, 2018 | Toronto
Vantage Venues

Summit Co-Chairs:
Barbara Foy-Pilchner, 
Managing Director, National Accounts, Manulife Asset Management
Erin Griffiths, Managing Director, Global Online Brokerage, Scotiabank

Canadian Advisory Solutions

Oct
15 - 17
2018

October 15-17, 2018 | Dallas, TX
Hyatt Regency Dallas

The Keys to Growth: Reinventing and Enhancing the Client Experience

Co-Chairs:
Keith Glenfield,
Managing Director, Head of Investment Products, Bank of America, Merrill Lynch
Cheryl Nash, President, Investment Services, Fiserv

Annual Conference

Oct
2
2018

October 2, 2018 | Chicago
Morningstar Headquarters | 22 W. Washington Street | 7th Floor

Staying Ahead of the Sustainable Investing Curve

The sustainable investing space is evolving rapidly. Not a week goes by without another article documenting the burgeoning demand from clients, the announcement of a major hire by an industry-leading firm, or the availability of more ESG-related products.

Education

Sep
13 - 14
2018

September 13-14, 2018 | Chicago, IL
The Westin O’Hare

Forum Co-Chairs:
John Moninger, Managing Director, Retail Sales, Eaton Vance
Mark Spina, Head of U.S. Advisor & Intermediary Solutions, Russell Investments
Brett Wright, Co-Head of Client Group, Macquarie Investment Management Americas

Distribution Leadership