Events

Upcoming Conferences & Events

Aug
6
2020
2020 MMI NetMeeting - Increasing Investor Engagement and Advisor Adoption Through Household-Smart Solutions

August 6, 2020 | MMI NetMeeting
12:00 PM ET

The next wave of advisory innovation is well underway as firms focus on ways to increase investor engagement and advisor adoption. Their efforts center around coordinating advisory solutions, innovative annuity structures, and advanced technology to create an intuitive, graphic experience for both investors and advisors to manage household portfolios.

Join us on Thursday, August 6 at 12:00 PM ET to hear what firms are doing to empower financial advisors to effectively engage clients using risk-smart, tax-smart platforms and software tools that improve and quantify both investor and advisor outcomes.
Aug
6
2020
2020 MMI NetMeeting - Increasing Investor Engagement and Advisor Adoption Through Household-Smart Solutions

August 6, 2020 | MMI NetMeeting
12:00 PM ET

The next wave of advisory innovation is well underway as firms focus on ways to increase investor engagement and advisor adoption. Their efforts center around coordinating advisory solutions, innovative annuity structures, and advanced technology to create an intuitive, graphic experience for both investors and advisors to manage household portfolios.

MMI NetMeetings
Aug
11
2020
MMI NetMeeting - Navigating the Impact of Coronavirus: Trends and Opportunities in Asset Management Distribution

August 11, 2020 | MMI NetMeeting
2:00 PM ET

The onset of the COVID-19 pandemic forced asset managers, distribution teams, and financial advisors to completely reset their sales and service strategies during the first half of the year. What insights can be gained by taking a close look at recent data on product sales and flows and trends in advisor needs?

MMI NetMeetings
Oct
1 - 30
2020
2020 MMI Annual Conference

VIRTUAL EVENT SERIES

Conference Co-Chairs:
Matthew P. Huss, Vice President and General Manager, Advisory Solutions | Wealth Management Solutions, Ameriprise Financial
Melinda S. Mecca, Senior Vice President, Director of Investment Solutions | Asset Management, Northern Trust

Annual Conference
Oct
27 - 28
2020
2020 MMI Women in Distribution Symposium

October 27-28, 2020 | Chicago
Morningstar Headquarters

Symposium Co-Chairs:
Karen Lutomski, Managing Director, Advisor Consultant, Private Wealth Advisory, Nuveen
Anne Steer, Head of Distribution, Congress Asset Management

Registration opens soon. Email us at events@mminst.org and we will notify you! 
Nov
6
2020
2020 MMI Emerging Asset Managers Forum

November 6, 2020 | Chicago 
Northern Trust Offices

50 South LaSalle Street, B6 Assembly Room
Chicago, IL 60604

Co-Chairs:
Mike Saliba, Director of Marketing, Baillie Gifford International
Robert Tynes, Senior Vice President - International Equities, Confluence Investment Management

Registration opens soon. Email us at events@mminst.org and we will notify you! 

Emerging Asset Managers
Nov
18
2020
2020 MMI Toronto Wealth Management Summit

November 18, 2020 | Toronto
Vantage Venues

ALERT: This is a new date for the Summit. Existing registrations have been automatically transferred to the new date.

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

Canadian Advisory Solutions
Mar
10 - 11
2021
MMI Summit 2021

March 10-11, 2021 | St. Petersburg
The Vinoy® Renaissance St. Petersburg Resort & Golf Club

 

MMI Summit
Oct
20 - 22
2021
2021 MMI Annual Conference

October 20-22, 2021 | Denver
Hilton Denver City Center

 

Annual Conference