Webinar Archive

Jun
16
2022
2022 MMI Webinar: How We Work Has to Change: Transforming Distribution Organizations to Thrive

Complimentary admission | Open to members and non-members

Even before the pandemic, distribution teams struggled with the demands of challenging work schedules. We live in unprecedented times. Every executive is concerned about retaining and attracting top talent and how to evolve their workplace. 


Jun
15
2022
2022 MMI Webinar Sponsored by the MMI Marketing Community: Driving Business Value with Artificial Intelligence & Data

Complimentary admission | Open to members only | Press allowed

Artificial intelligence (AI) is helping to improve customer experience, create efficiencies, reduce risk, and increase sales. It has the potential to help transform and advance marketing’s strategic role in the asset and wealth management industry.


Apr
21
2022
2022 MMI Webinar: Data-Driven Personalization: The Evolving Landscape

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.


Feb
15
2022
2022 MMI Webinar: The Integrated Wealth Ecosystem

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.


Feb
8
2022
2022 MMI Webinar: Blockchain Finance Forum - Session 2 - Passive and Active Crypto Investing

Complimentary admission | Open to members and non-members

Join us for an MMI Webinar presented by the new MMI Blockchain Finance Forum community focused on the benefits of passive and active investing in cryptocurrencies.

Matt Hougan, CIO of Bitwise, and Josh Kernan, Partner at Permian Capital, will discuss investing in a broad range of cryptocurrencies beyond Bitcoin.

 


Dec
6
2021
2021 MMI Webinar: A Simple Weekly Strategy for Wholesalers with Brian Margolis, Founder of PGwholesaling.com

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:
 


Nov
4
2021
MMI Webinar: The New Normal: Wealth Management in a Post-Pandemic Landscape

Complimentary admission | Open to members and non-members | Press allowed


Nov
2
2021
MMI Webinar: Blockchain Finance Forum - Session 1.1 - Digital Assets and Asset Management

Complimentary admission | Open to members and non-members

Blockchain and distributed ledger platforms are transforming major components of the financial services ecosystem including payments, recordkeeping, trading, and investing.


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

Complimentary admission | Open to members and non-members | Press allowed

This webinar, the second in a four-part virtual series, is designed for diverse entry-level analysts and associates who recently joined the asset management and wealth management industry. It is an opportunity to hear from esteemed diverse professionals from AIG, BNY Mellon Wealth Management, Macquarie Asset Management, and Morgan Stanley about their personal career journeys in investment management.


Aug
5
2021
MMI Webinar: Building a Better Marketing Engine for Asset Management

Complimentary admission | Open to members and non-members | Press allowed