Past Events

Jul
14 - 15
2021

July 14 & 15 | Virtual 
Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Sheila Rapple, Managing Director, Global Head of Investor Services, Private Wealth Solutions, Blackstone
Lina Rubin, Managing Director, Chief of Staff, Wealth Management USA, UBS

Alternative Investments

Jun
23
2021

Wednesday, June 23, 2021 at 1 PM ET
Complimentary admission | Open to members only

The concept of a Unified Managed Household (UMH) has been around for decades, but making it real has proven difficult – until recently.

Join us on Wednesday, June 23 at 1:00 PM ET for a members-only MMI Webinar presented by the Technology & Digital Advice Community.


 

MMI NetMeetings

Jun
21
2021

Monday, June 21, 2021 at 1 PM ET
Complimentary admission | Open to members only

MMI NetMeetings

Jun
16 - 17
2021

June 16 & 17
Charged admission; Complimentary for Financial Advisors  | Open to members and non-members

The historic age wave is rolling into retirement and looking for help. Industry leaders and top financial advisors have been working on solutions leveraging their skills and knowledge about financial wellness, FinTech and planning tools. See what they’ve been up to and get involved in the conversations.


May
26
2021

March 24, April 28, May 26
Charged admission | Open to members and non-members | Press allowed

The COVID-19 pandemic and ensuing economic fallout have dramatically impacted the financial well-being of many individuals, increasing their need – and appetite – for professional guidance and defined outcomes. Is the Annuity & Insurance Solutions industry ready for the opportunity?


Apr
29
2021

Thursday, April 29, 2021 at 12 PM ET | MMI Webinar

MMI & the Gateway Foundation are excited to launch a four-part webinar series, Industry Access, dedicated to promoting diversity and inclusion in the Investment Management Industry. 

The first webinar in the series is designed for diverse college and university students looking to gain a better understanding of the Investment Management Industry, including Asset Management and Wealth Management.

MMI NetMeetings

Apr
21 - 22
2021

On-Demand Sessions
Open to business leaders and senior executives and restricted to MMI members | Press allowed

Co-Chairs:
Kimberly Beck, Senior Vice President, Head of Wealth Marketing, Envestnet
Brendan Clark, Chief Executive Officer, Clark Capital Management Group

Accelerating Innovation

MMI Summit

Mar
30
2021

Tuesday, March 30, 2021 at 11:00 AM ET
Complimentary admission | Open to members and non-members | No press

The COVID-19 pandemic has dramatically impacted investor needs and expectations – and caused financial institutions of all types to rethink every aspect of how they attract, engage and service clients.


Mar
25
2021

Thursday, March 25, 2021 at 11:00 AM ET
Complimentary admission | Open to members and non-members | Press allowed

In honor of Women’s History Month, we’ve assembled a panel of bold, innovative leaders who are making a big impact on the advisory industry today.

MMI NetMeetings

Mar
23
2021

Tuesday, March 23, 2021 at 1:00 PM ET
Complimentary admission | Open to members and non-members | No press

Are you an asset management head of distribution, institutional or retail distribution leader, head of consultant relations, head of client service, single-family office or multi-family office professional, or alternative investment manager interested in building out an institutional or retail presence? DON’T MISS THIS COMPLIMENTARY VIRTUAL ROUNDTABLE!