Events

Webinar Archive

Aug
26
2021
MMI Diversity & Inclusion Webinar Series: Industry Access – Part 2

Thursday, August 26, 2021 at 12:00 PM ET
Complimentary admission | Open to members & non-members | Press allowed
Aug
5
2021
MMI Webinar: Building a Better Marketing Engine for Asset Management

Thursday, August 5, 2021 at 1:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed
Aug
3
2021
MMI Webinar: The Future of Distribution is Now. Are You Ready?

Tuesday, August 3, 2021 at 2:00 PM ET
Complimentary admission | Open to members and non-members 
Apr
29
2021
MMI Diversity & Inclusion Webinar Series: Industry Access – Part 1

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.
Feb
4
2021
Trends in Distribution and Sales Team Compensation

Thursday, February 4, 2021 | MMI Webinar

Join us on Thursday, February 4 at 2:00 PM ET for a members-only MMI Webinar, presented by the Distribution & Sales Community. Four senior sales leaders will debate and discuss a range of distribution team compensation trends, including: 

 

 
Jan
25
2021
The New SEC Marketing Rule: What You Need to Know

Monday, January 25, 2021 | MMI Webinar

Join us for this one-hour, member-only MMI Webinar that will provide an overview of the SEC’s recently adopted Advisers Act Marketing Rule and how the new rule will change how advisers market and sell their products and services.

Steve Stone and Christine Lombardo of Morgan Lewis will cover the following topics and answer questions:

 
Dec
14
2020
MMI NetMeeting - The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship

Monday, December 14 | MMI NetMeeting

Join us on Monday, December 14 at 1:00 PM ET for this MMI NetMeeting to explore the future of alternative investments and the importance of professionalism in the industry.
Sep
22
2020
MMI NetMeeting: Measuring and Compensating Sales During Times of Uncertainty

Replay | MMI NetMeeting

Join us for this MMI member-only NetMeeting, which will look at how firms are adapting sales incentives and positioning themselves to thrive in the months and years ahead.
Sep
15
2020
MMI NetMeeting - Investment Management Trends in the RIA Channel

Replay | MMI NetMeeting

The RIA channel is the fastest growing intermediary distribution channel in the U.S., and it is wildly diverse in terms of how different RIAs approach investment management. This diversity is driven by the differing client segments RIAs serve, their individual business models, and the degree to which investment management is core to the RIA’s value proposition versus ancillary to a more goals-based financial planning focus.
Aug
11
2020
MMI NetMeeting - Navigating the Impact of Coronavirus: Trends and Opportunities in Asset Management Distribution

Replay | MMI NetMeeting

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?