Past Events

Apr
21
2022

April 21, 2022 | 4:00 PM ET
Complimentary admission | Open to members only | Press allowed

As the data privacy and technology landscape in the U.S. and around the world continues to evolve, we as Marketers are faced with a challenge: clients and prospects react best when we serve up the right information at the right time. But our ability to capture, master and leverage client transaction and interaction information has become more challenging.

MMI Webinars

Mar
24 - 25
2022

March 24-25, 2022 | Fort Lauderdale, FL
Fort Lauderdale Marriott Harbor Beach

Co-Chairs:
Mark Granshaw, Managing Director, Head of Consumer Investment Products, Bank of America Merrill Lynch
Jaime Magyera, Managing Director, Chief Operating Officer, US Wealth Advisory Group, BlackRock

MMI Summit

Mar
24 - 25
2022

Virtual Program

Co-Chairs:
Mark Granshaw, Managing Director, Head of Consumer Investment Products, Bank of America Merrill Lynch
Jaime Magyera, Managing Director, Chief Operating Officer, US Wealth Advisory Group, BlackRock

MMI Summit

Feb
15
2022

February 15, 2022 | 3:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed

Join us for an MMI Webinar, featuring Randy Bullard, Global Head of Wealth at Charles River Development, and Darren Tedesco, President of Advisor360o, for a timely discussion of the value of partnerships in navigating the integrated wealth ecosystem.

MMI Webinars

Feb
10
2022

February 10, 2022 | 4:00-5:30 PM ET
Complimentary admission | Donation encouraged | Open to members and non-members | Press allowed

MMI’s event to advance DE&I in the financial services industry


Feb
8
2022

Tuesday, February 8, 2022 | 4:00 PM ET
Complimentary admission | Open to members and non-members

Join us on Tuesday, February 8 at 4:00 PM ET for an MMI Webinar presented by the new MMI Blockchain Finance Forum community focused on the benefits of passive and active investing in cryptocurrencies.

MMI Webinars

Jan
13
2022

January 13, 2022 | 12:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed

This webinar, the third in a four-part virtual series, is designed for diverse middle management professionals in the asset management and wealth management industry. It is an opportunity to hear from esteemed diverse senior managers about their personal career journeys in investment management.

 

 

Topics of discussion include:

MMI Webinars

Dec
8
2021

December 8, 2021 | 1-4 PM ET
Complimentary admission | Open to members and non-members | Press allowed

Join us virtually for the Inclusive Marketing Symposium sponsored by the Insured Retirement Institute (IRI) and MMI.


Dec
7
2021

Tuesday, December 7, 2021 at 4:00 PM ET
Complimentary admission | Open to members only | Press allowed

Join us for a special MMI event presented by MMI's Marketing Community and sponsored by:

MMI Webinars

Dec
6
2021

Monday, December 6, 2021 at 12:00 PM ET
Complimentary admission | Open to members and non-members

As a distribution professional, would you like to learn a proven sales strategy so simple it fits on an index card?

Join us for an MMI Webinar, sponsored by the Women in Distribution Community, to hear from Brian Margolis of PGwholesaling.com about creating a simple weekly strategy that is being used by successful wholesalers to:
 

MMI Webinars