Past Events

Nov
14
2019

November 14, 2019 | NYC
Ford Foundation Center for Social Justice

320 E 43rd Street
New York, NY 10017


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

Nov
13
2019

November 13, 2019 | NYC
New York Athletic Club

180 Central Park South
New York, NY 10019

Forum Co-Chairs:
Jeff Carlin, Senior Managing Director, Head of U.S. Retail Distribution, Nuveen
John Moninger, Managing Director, Retail Sales, Eaton Vance

Distribution Leadership

Nov
7
2019

November 7, 2019 | NetMeeting
12 PM ET

Based on the tenets of objectives-based investing, sound portfolio construction begins with aligning clients’ assets to their goals. To deliver successful outcomes, advisors and investors have to consider a broader array of risks and objectives than just tracking a benchmark.

Net Meetings

Nov
4
2019

November 4, 2019 | Chicago
Morningstar Headquarters

22 W. Washington Street, 7th Floor
Chicago, IL 60602


If you’re like many other Financial Advisors, you probably find yourself fielding more and more questions from clients about how they can align their investments with their values. Ask yourself:

Do I have a game plan for incorporating sustainable investing into my practice?

Education

Oct
14 - 16
2019

October 14-16, 2019 | Atlanta
Hyatt Regency Atlanta

Conference Co-Chairs:
Elise Duncan, 
Head of Leveraged Sales, BlackRock
Tony Rochte, Head of Fidelity Institutional Investment and Technology Solutions, Fidelity Investments


 

Annual Conference

Oct
8
2019

Replay | MMI NetMeeting

Asset management distribution organizations now face off against intermediary buyers – whether they be broker-dealer investment research teams, independent consultants, or individual advisory practices – with the sophistication of large institutional asset owners. As the investment process in the intermediary marketplace becomes more “institutionalized,” asset managers must adapt their retail distribution model and practices to survive and thrive.

Net Meetings

Oct
1
2019

October 1, 2019 | NYC
Allianz Life Financial Services

45th Floor, Park Conference Room
1633 Broadway
New York, NY 10019


Sep
18
2019

Sep
12
2019

September 12, 2019 | Philadelphia
FS Investments

201 Rouse Blvd
Philadelphia, PA 19112

Seminar Co-Chair:
Lanya Peng,
CFA, Director, Program Development and Management, AssetMark 


Join us on September 12 in Philadelphia for this year's Leadership Pathway Seminar, hosted by FS Investments.

Education

Aug
15
2019

August 15, 2019 | NYC
Broadridge

1 Park Ave
New York, NY 10016


MMI is sponsoring a complimentary executive roundtable on August 15 to help MMI members and other industry participants navigate the SEC's "Constructive Delivery" of Mutual Fund Prospectuses No-Action Letter. This event will be hosted by Broadridge Financial Solutions in their offices at 1 Park Avenue. This meeting will provide:

Legal/Regulatory Affairs