| Date |
Time |
Title |
| Monday, October 2 |
1:00pm - 1:15pm |
Welcome
Craig Pfeiffer, President & Chief Executive Officer, Money Management Institute
Roger Paradiso, Chairman, Money Management Institute
Conference Co-Chairs:
Estee Jimerson, Managing Director, Head of Asset Manager Distribution & Engagement, Envestnet
David Lindenbaum, Vice President, Managed Accounts & Alternative Investments, Charles Schwab & Co.
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| Monday, October 2 |
1:15pm - 2:00pm |
Executive Spotlight: Factors Changing the Face of Advisory Solutions
In a fireside chat format, Craig Pfeiffer and Kunal Kapoor discuss the broad range of trends that are significantly impacting the present and the future shape of the investment advisory solutions industry. Among the topics they will tackle: the dynamics of the active vs. passive debate; the scope and impact of regulatory reform; the steadily growing importance of data, who owns it, and how it can be harnessed for decision making; successfully navigating generational differences to serve multiple client segments; and the traction being gained by sustainable investing.
Kunal Kapoor, Chief Executive Officer, Morningstar
Craig Pfeiffer, President & Chief Executive Officer, Money Management Institute
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| Monday, October 2 |
2:00pm - 3:00pm |
Technology: A Tailwind for the Investment Advisory Solutions Industry
It’s no secret that market forces and shifting demographics are dramatically changing the advice industry, challenging advisors and their firms to customize client service and engagement across a broad population. This session will examine how technology – when precisely applied – can leverage these efforts. Leaders from three world renowned organizations will share their views on the impact of technology today, how it is likely to expand, and the directions in which it may lead us.
Moderator: Steve Gresham, Executive Vice President, Fidelity Investments
Panelists: Andrew Davidson, Global Growth Leader, Financial Services, SalesForce
Aishia Snider, Industry Solutions Executive, Microsoft
Robert Stanich, Global Wealth Management Offering Manager Leader, IBM Watson Financial Services
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| Monday, October 2 |
3:00pm - 3:30pm |
Solutions Spotlight
In this fast-paced session, two of our Annual Conference sponsors will offer quick-hitting "TED Talk"-style presentations that focus on timely topics pertinent to our conference theme. Prepare to be engaged and entertained!
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| Monday, October 2 |
3:30pm - 4:00pm |
Networking Break in Solutions Center |
| Monday, October 2 |
4:00pm - 5:00pm |
CEO Spotlight: Asset Management in 2017
In this roundtable session, Craig Pfeiffer and the CEOs of three prominent asset management firms examine how the industry may need to reinvent itself over the next decade. The panelists will offer insight and perspective on the greatest opportunities – and most significant challenges – including managing expectations in a lower return/higher risk world, matching new product development to changing advisor and investor needs, embracing new technologies, margin pressure in the face of the rise of passive investing and industry consolidation, new distribution strategies and the emergence of fintech partnerships, and what it takes to maintain shelf space.
Moderator: Craig Pfeiffer, President & Chief Executive Officer, Money Management Institute
Panelists: Kevin Clifford, Chairman & Chief Executive Officer, American Funds Distributors
Tom Faust, Chairman, President & Chief Executive Officer, Eaton Vance
Lisa Jones, President & Chief Executive Officer, Amundi Pioneer Asset Management |
| Monday, October 2 |
5:00pm - 5:15pm |
President's Update
Craig Pfeiffer, President & Chief Executive Officer, Money Management Institute |
| Monday, October 2 |
5:15pm - 7:00pm |
Opening Reception in Solutions Center |
| Tuesday, October 3 |
7:00am - 8:00am |
Networking Breakfast in Solutions Center |
| Tuesday, October 3 |
8:00am - 9:00am |
MicroInequalities: Managing Unconscious Bias
A central thread in the fabric of great leadership – at all levels – is the ability to inspire the performance of others across all diversity dimensions and cultural and geographic borders. In this session, leadership expert Stephen Young offers insight and direction on how to send messages that unlock the performance of others. He will demonstrate how subtle communication patterns – what he terms MicroInequities – can reveal unconscious bias, significantly impacting business performance and employee morale. Mr. Young will share skills and techniques to help identify and actively manage micromessages – the nuances in gestures, facial expressions, tones of voice, word choices, and eye contact – that can be either debilitating or empowering to employees and to your effectiveness as a leader. Understanding the power of micromessages, whether negative or constructive, Mr. Young argues is the key to improving your leadership skills and driving employee loyalty, retention, and most critically, performance.
Stephen Young, Senior Partner, Insight Education Systems
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| Tuesday, October 3 |
9:15am - 10:15am |
Sales & Marketing: Session 1
The Future of Distribution: A Channel by Channel View
The financial services industry increasingly recognizes that we are at a pivotal moment, but how many of us fully appreciate the seismic nature of the transformation taking place? The shape of the industry may change more in the next ten years than it has in the last 30, and only half of today’s asset managers and broker-dealers may survive the next five to ten years. This panel explores the distribution implications of the macro shifts impacting our industry and debates how distribution organizations and asset managers should plan and prepare for the future.
Moderator: Steven Miyao, President, Distribution Solutions, DST
Panelists: Keith Glenfield, Managing Director, Head of Managed Solutions, Merrill Lynch
Eric Koestner, General Partner, Advisory Platform, Edward Jones
Andrea Lisher, Head of North America Global Funds, JP Morgan
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Regulatory & Compliance: Session 1
Operating in a Post-DOL World
While the DOL and Congress have continued to assess the fiduciary rule, firms across the industry have moved to support the rule and embrace a fiduciary standard. This panel of experts will cover a range of topics spanning the specific steps manufacturers, distributors, and individual advisors have taken to support the rule, including how managed accounts are being leveraged in this effort. This session will also include updates on the latest regulatory and legislative activities related to the DOL rule. (Note: This session is strictly off the record. )
Moderator: Rob Klapprodt, President, Vestmark, Inc.
Panelists: Todd Cipperman, Managing Principal, Cipperman Compliance Services
Alastair McKibbin, Vice President, State Street Global Advisers
Tom O'Shea, Associate Director, Cerulli Associates
John Shields, Managing Director, Risk and Regulatory Compliance, CFGI
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Technology & Operations: Session 1
2027: How Technology Will Radically Change the Investment Process and Investor Experience
Hear what the world of asset management and the investor experience will look like in 2027 through the lens of technology and operational experts. This panel will tackle the ways in which technology and operational changes will – over the coming decade – reduce costs, change the investment process, alter the advisor/client relationship, and enhance the investor experience. Learn how technology will alter the course of our thinking, how FinTechs are forcing established firms to alter their approach, and why it’s important to adapt short-term rather than long-term.
Moderator: Liz Skinner, Reporter, InvestmentNews
Panelists: Vinny Ferrari, Principal and Chief Information Officer, Edward Jones
Donie Lochan, Managing Director, Chief Technology Officer, Global Head of Technology, Invesco
Joe Nadreau, Managing Director Innovation and Strategy Group, Wells Fargo Advisors
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Product Development: Session 1
The "New" Evolution of Active Management
The beat goes on in the active vs. passive debate with much of the focus now on product structures and benchmarks. With it seemingly harder and harder to generate alpha, this session will look at where opportunities may lie for active managers. Our experts will debate such topics as: the vehicles and strategies best suited to active management; the pros, cons, and marketplace reception of active ETFs; innovative fee structures and pricing models to compete with passive investments; how firms can best differentiate themselves in a crowded market; and strategies to gain access to sponsor platforms.
Moderator: Ron Fiske, Head of Retail, Apex Clearing
Panelists: Matthew Forester, Director and Chief Investment Officer, Lockwood Advisors
James Moore, Managing Director, Product Manager, Head of Investment Solutions, PIMCO
Russell Tipper, Senior Vice President, American Funds
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| Tuesday, October 3 |
10:15am - 10:45am |
Networking Break in Solutions Center |
| Tuesday, October 3 |
11:00am - 12:00pm |
Sales & Marketing: Session 2
The Growing Generational Divide and its Impact on Advice Delivery
The preferences and expectations of younger generations will have a profound impact on the investment advisory industry. Millennials – the largest percentage of the population – are now out of college with careers and families, and Generation Z (aka iGen) is close behind and will soon overtake Millennials. Firms that aren’t already preparing for these massive shifts will find it increasingly difficult to compete and remain relevant. In this presentation, Curt Steinhorst will argue that reaching the next generations of clients, decision makers and colleagues requires rethinking existing business approaches and adopting new ones. He will offer perspective on how these generations differ not only from previous ones, but from each other. Key takeaways include what they buy and how they make purchase decisions – which influences how they invest – and best practices for spanning the generational divide and building relationships and trust.
Presenter: Curt Steinhorst, The Center for Generational Kinetics
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Regulatory & Compliance: Session 2
The Future of Retirement Advice
With the DOL now seeking to delay full implementation of the fiduciary rule until July of 2019, its seems firms will be forced to continue to grapple with uncertainty on the regulatory front for the foreseeable future. Against that backdrop, this session brings together leaders from across the brokerage, insurance, retirement, asset management and technology sectors to provide a broad perspective on adjustments they are making to how they manage retirement advice and offerings. How is the dialogue between clients and advisors changing and how are advisors now handling rollover conversations? Are broker-dealers turning to alternate models, such as an in-house or third-party RIA, to eliminate the confusion between suitability and fiduciary? How are insurance and asset management firms adjusting their product mix to grow and retain assets? And how are technology providers capitalizing on the greater need for sophisticated tools and automation?
Moderator: Kelly Hynes, Principal, FSO Wealth and Asset Management, Ernst & Young
Panelists: Jason Bortz, Senior Vice President & Senior Counsel, Capital Group
Bruce Hagemann, Chief Executive Officer, Executive Director, BBVA Securities
Aaron Schumm, Founder and CEO, VestWell
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Technology & Operations: Session 2
New Rules of Engagement: The Digital Service Model
New technologies and rising client expectations are driving firms to overhaul how they serve clients across segments and channels. The new digital service model is about more than just automating investing for self-service clients. It also includes traditional advisors adopting new tools and the hybrid service model that combines the best of hi-tech and hi-touch. In this session, you will learn about: the latest innovations in client engagement tools; ways to make the most of advisor-client collaboration opportunities both remotely and in-person; and how to re-design your service model to suit multiple segments of clients and advisors, including the new hybrid model.
Moderator: Anton Honikman, Chief Executive Officer, MyVest
Panelists: Robert Borgert, Chief Marketing Officer, Jefferson National
Tina Hurley, Managing Director, Individual Advice & Planning Solutions, Individual Products and Services, TIAA
Charles Smith, Executive Director, Wealth & Asset Management Advisory, Ernst & Young
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Product Development: Session 2
2027: What Will the Advisory Solutions Product Shelf Look Like?
As asset managers adapt to the changing needs of investors, learn how the development and introduction of new products and solutions is being impacted. This session looks at the advisory product shelf of the future, considering such factors as: the evolution of SMAs, funds, ETFs, and alternative investments; trends in discretion; the advent of new benchmark-agnostic products that focus on outcomes; risk management and the need for predictable streams of return; and how clean shares may change the landscape of distribution relationships.
Moderator: Yanni Bousnakis, Head of Investment Solutions, Cetera Financial Group
Panelists: Adam Antoniades, President, Cetera Financial Group
John Moninger, Managing Director, Retail Sales, Eaton Vance
Daniel Needham, CIO, Morningstar
|
| Tuesday, October 3 |
12:00pm - 1:15pm |
Networking Luncheon in Solutions Center |
| Tuesday, October 3 |
1:15pm - 2:15pm |
Sales & Marketing: Session 3
Sales Analytics in Action
The promise of sales analytics that sprang to life in the early 2000s is finally being realized by distribution teams. After a series of starts, stops, and implementation challenges, investment firms using CRM and sales data to refine segmentation and enhance targeting are seeing a significant boost in productivity and effectiveness. This panel will deliver real-world examples of how they overcame challenges to adoption – including changes to compensation plans – and used sales analytics to achieve positive results across the full spectrum of advisor types.
Moderator: Neil Bathon, Managing Partner, FUSE Research Network
Panelists: Theresa Brennan, Vice President, Head of Business Intelligence & Client Segmentation, Deutsche Asset Management
Jeremy O'Shea, Managing Director, Head of Global Sales Analytics, Legg Mason
Marianne Rivera, Associate Publisher, weathmanagement.com
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Regulatory & Compliance: Session 3
Cyber Threats, Fraud, and Data Loss: What Your Firm Needs to Know About Cyber Security
This session’s panelists, sharing insights into the changing landscape of cybercrime and the implementation of sound cyber practices, will discuss the latest defensive technologies, strategies, and processes to ensure cyber security. In addition to current best practices, topics include cybercrime trends threatening businesses today, how best to respond to an internal or external cyberattack, third-party risk management, privacy law obligations in the event of a data breach, cyber security implications for research departments, and proactive steps to protect clients, data, networks, and operations.
Moderator: Darren Duffy, Head of Wealth Management Business Solutions, Thomson Reuters
Panelists: Danyetta Fleming Magana, Chief Executive Officer, Covenant Security Solutions, Inc.
Joe Pedone, Managing Director, J.P. Morgan
Steve Stone, Partner, Morgan Lewis & Bockius LLP |
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Technology & Operations: Session 3
Process Automation- Understanding RPA, BPM and AI
Financial services organizations are challenged with the need for continuous improvement, and technology and automation are increasingly the avenue to get results. While there are many types of automation solutions, Robotic Process Automation (RPA) has become one of the most talked about topics in the industry today. But is RPA the right solution for your business? Where do Business Process Management (BPM) and Artificial Intelligence (AI) come into play? Leading firms will share their perspective and firsthand experience with solving business automation needs through the application of such technologies as RPA, BPM and AI.
Moderator: Hannah Glover, Managing Editor, Ignites
Panelists: Andy Curtis, Senior Vice President, Director of Business Analytics, Northern Trust
Patrick Ferguson, Practice Lead, DST
David Jones, Managing Director, Accenture
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Product Development: Session 3
Hedging and Protection for the Next 10 Years: It's Not Always About Alpha
We don’t know how many bull and bear markets there will be over the next 10 years, but we do know that the vast majority of investors are worried about losing money. This panel of investment experts will examine whether or not the market is fully valued, what lies ahead after two decades of boom and bust cycles, hedging tools that actually work, and how they are implemented. Our experts will offer insight and perspective on: the red flags that could potentially turn into “black swans;” why it’s important to generate alpha by limiting beta; the importance of integrating hedging and tactical management into mainstream investing; and tools that can help asset managers navigate a market in distress.
Moderator: Rick Garcia, President, PVG Asset Management
Panelists: Pat Adams, CEO, PVG Asset Management
Zoe Brunson, Senior Vice President, Investment Strategies, AssetMark
Aashish Vyas, Director of Portfolio Strategy and Overlays, Swan Global Investments
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| Tuesday, October 3 |
2:30pm - 3:30pm |
Sales & Marketing: Session 4
The Lifecycle of an Emerging Asset Manager
As an integral part of MMI’s Emerging Asset Manager initiative, rpmAUM™ - in partnership with MMI- conducted a ground-breaking research project on the different phases in the life cycle of asset management firms. This session presents the results of that study, highlighting why strategic decisions made at critical life stage inflection points – introduction, growth and maturity – have propelled certain asset management firms to success and doomed others to stagnation. The discussion will center on: industry best practices for asset managers as they progress through the life cycle stages; specific recommended strategies; and a specialized diagnostic check list to help managers determine what life stage they are in and whether they are likely to pass muster with key influencers and decision makers.
Moderator: Russell Parker, President, rpmAUM
Panelists: Brendan Clark, CEO, Clark Capital
Carl Katerndahl, Executive Vice President, Nuveen Investments
Andrea Trachtenberg, Partner, rpmAUM
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Regulatory & Compliance: Session 4
Trading Operations Best Practices Through a Legal Lens
This panel focuses on how industry trends are affecting trade execution, communication and reporting requirements. As investors become more price-sensitive, increased fee transparency and best execution scrutiny are top of mind for both managers and sponsors. Growing sponsor preference for model delivery programs to lower total cost of ownership has led to significant implications for trading operations. Managers looking to maintain trade discretion must now be able to prove the benefits of their trading results as a positive differentiator and value-added service for the end investor. Similarly, when sponsors assume the trading responsibility of model delivery programs, they too need policies and procedures to monitor the quality of trade execution. Learn how SMA sponsors and money managers are approaching best execution in traditional SMA relationships and model-based programs. Topics include dealing with trade-away costs and showing the information to clients, best practices for equitable trade rotation, and improved communication requirements for model delivery platforms.
Moderator: Fred Jacobs, Senior Vice President, Fiserv Investment Management
Panelists: Greg Nordmeyer, Senior Vice President, General Manager Managed Accounts, Ameriprise Financial Services
Larry Stadulis, Partner, Stradley Ronon Stevens & Young, LLP
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Technology & Operations: Session 4
Why Digital Matters to the Asset Management Industry
The bar for digital experiences in financial services is constantly being raised. Digital has clearly become more than just “another channel” to reach out to clients, advisors, and partner firms. Today, having a website is no longer enough. Individuals want timely, personalized communications wherever they are, and firms have begun to capitalize on the broad range of tools now available – from marketing automation and artificial intelligence to chat bots and voice recognition. Asset managers who establish a presence to engage wealth managers and sponsor firms across digital channels – including social and mobile – will acquire more valuable prospect data and quality leads that can be converted into their next generation of customers. Those who don’t adapt will ultimately be left behind. This panel will explore what leading firms are doing to stay ahead of the digital curve today, as well as where they’re headed in the future.
Moderator: Leslie Walstrom, Head of U.S. Marketing, Columbia Threadneedle Investments, U.S.
Panelists: Mike Cogburn, Managing Consultant, DST
Sean Kellenberger, Head of U.S. Brand, Marketing and Digital Strategy, RBC Wealth Management
Mark McKenna, Head of Global Marketing, Putnam Investments
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Product Development: Session 4
Advisor Discretion: At a Plateau, Still Growing or Poised to Contract?
This panel will take on where advisor discretion is headed over the next three, five and ten years. Specifically, it will look at challenges with respect to performance, compliance, benchmarking, risk measurement, and positioning vis-a-vis traditional advisory business and the popularity of strategist models. Faced with an aging advisor population and massive generational transfer of wealth, learn how firms are planning for future growth by adopting or creating process efficiencies.
Moderator: Estee Jimerson, Managing Director, Head of Asset Manager Distribution & Engagement, Envestnet
Panelists: Mark Balasa, Co-Founder & CIO, Balasa Dinverno Folz
Greg Gohr, Vice President, Advisory Services, Commonwealth
David McNatt, Head of Corporate Strategy, AssetMark
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| Tuesday, October 3 |
3:30pm - 4:00pm |
Networking Break in Solutions Center |
| Tuesday, October 3 |
4:00pm - 5:00pm |
General Session
Funding the Next Wave of Financial Services Innovation
It’s no secret that financial services lags behind other industries in critical areas of technological and operational efficiency. Across the industry, firms are now investing heavily in technology up and down the entire supply chain, driving transformative change in wealth and investment management. Hear from a panel of executives whose firms are at the forefront of funding the next wave of technological innovation in our industry as they discuss which areas they believe are most ripe for disruption, which emerging technologies appear to hold the most promise, how they seek and evaluate opportunities, and the characteristics they look for in technology investments. Our experts will also discuss the prospects for firms outside our industry – think Amazon acquiring Whole Foods – jumping into the game with potential acquisitions or partnerships and what the consequences would be.
Moderator: Timothy Welsh, President, Nexus Strategy
Panelists: Mark Casady, General Partner, Vestigo Ventures
Christopher Dean, Managing Director, Summit Partners
Matthew Harris, Managing Director, Bain Capital Ventures
Atul Kamra, Managing Partner, SixThirty
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| Tuesday, October 3 |
5:00pm - 6:30pm |
Networking Reception in Solutions Center |
| Tuesday, October 3 |
6:30pm - 9:00pm |
Industry Leadership Awards Dinner |
| Wednesday, October 4 |
7:15am - 8:15am |
Networking Breakfast in Solutions Center |
| Wednesday, October 4 |
8:15am - 9:00am |
Understanding Today’s Politics and What Will Happen Next
Tim Pawlenty, President and Chief Executive Officer, Financial Services Roundtable
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| Wednesday, October 4 |
9:00am - 9:30am |
Solutions Spotlight
In this fast-paced session, two of our Annual Conference sponsors will offer quick-hitting "TED Talk"-style presentations that focus on timely topics pertinent to our conference theme. Prepare to be engaged and entertained!
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| Wednesday, October 4 |
9:30am - 10:30am |
General Session
The Relentless Solution Focus: The Ultimate Measure of Mental Toughness
Dr. Jason Selk, considered one of the country’s premier performance coaches, has helped Fortune 100 executives and their organizations along with well-known professional and Olympic athletes develop the mental toughness necessary for high-level success. In this keynote presentation, he discusses Relentless Solution Focus (RSF), a proven methodology that helps leaders develop the discipline needed to overcome obstacles to achievement – both professionally and personally – and produces organizations that are healthier, happier, and more successful. Dr. Selk will demonstrate simple exercises you can use to retrain your brain to quickly replace the negative thinking that arises when we are confronted with a problem with solution-focused thought within 60 seconds.
Dr. Jason Selk, Performance Coach & Best-Selling Author
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| Wednesday, October 4 |
10:30am - 11:00am |
Networking Break in Solutions Center |
| Wednesday, October 4 |
11:00am - 12:00pm |
Sales & Marketing: Session 5
Creating a Successful Partnership between Wholesalers and Broker-Dealer Field Consultants
One of the keys to successful wholesaler/advisor relationships – and one of the greatest challenges – is creating field engagement driven by alignment between the asset manager and the broker-dealer. In examining the dynamics of this partnership, this panel will look beyond traditional value-add programs and explore best practices for growing assets and retaining clients. Our experts will review specific strategies, including: how both sides can align on sales themes and topics; ways to grow the total pie rather than shift AUM; whether to go big or small; and how to drive revenue from sales and cost sharing.
Moderator: Steve Demetrovits, Vice President, Director of National Accounts, Stadion Money Management
Panelists: Jon Cooley, Senior Relationship Manager, Putnam Investments
Jeff Strange, Managing Director, Strategic Insight
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Regulatory & Compliance: Session 5
Top Regulatory Challenges for Distributors
The DOL’s fiduciary rule has captured everyone’s attention, but FINRA, the SEC, and the states have all been active with their own regulatory initiatives and enforcement agendas for broker-dealers and RIAs. Among the topics our panel of experts will discuss are mutual fund share classes in investment advisory accounts, load waiver programs for mutual funds purchased by certain charitable and retirement accounts, sales of Class L variable annuities, and state laws which define all financial advisors as fiduciaries. (Note: This session is strictly off the record.)
Moderator: Mark Quinn, Director of Regulatory Affairs, Cetera Financial Group
Panelists: Joseph Gallo, Senior Counsel, Lincoln Financial Network
Scott Kirwin, Vice President and Associate General Counsel, Fidelity Investments
Brian Rubin, Partner, Eversheds Sutherland
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Technology & Operations: Session 5
The "Next Big Thing" - A Post Robo World Powered by Digitally Enhanced Advice
Looking back, the Robo phenomenon's legacy will be low cost, single account, simple user experience, and a wake-up call for the industry to embrace technology. Hear from a panel of senior executives from firms that are leading and delivering on our industry’s “post-Robo” future, creating ecosystems that improve investor – and advisor – outcomes by leveraging technology and software to manage all the accounts in a client household in an optimal way. The focus is now on digitally-enhanced advice, which optimizes and quantifies the financial benefit these ecosystems produce, including financial planning, aggregation of all account types, risk management, proposal generation, investment selection, robo and real advisors, asset location, model assignment and management, and intelligent withdrawals across the multiple accounts found in the typical household.
Moderator: Jack Sharry, Co-Chair, MMI Digitally-Enhanced Advice Committee
Panelists: Eric Lordi, Managing Director, Morgan Stanley
Ed O’Brien, CEO, eMoney Advisor
Ross Znavor, Head of Commercialization, Digital Wealth Solutions Group, BlackRock
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Product Development: Session 5
The Truth about Sustainable Investing
Sustainable, responsible and impact investing (SRI) is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact. This panel of sustainable investing business heads will drill down into who is really investing in SRI/ESG, the fastest growing areas of sustainable and responsible investing, and the real facts around performance. Does sustainable investing mean sacrificing investment returns?
Moderator: Jon Hale, Head of Sustainability Research, Morningstar
Panelists: Stephen Freedman, Executive Director, Head of Sustainable Investing, UBS Wealth Management
Julie Gorte, Senior Vice President for Sustainable Investing, Portfolio Manager, Pax World Investments
Chris McKnett, Managing Director, Head of ESG, State Street Global Advisors
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| Wednesday, October 4 |
12:00pm - 1:00pm |
General Session with Closing Luncheon
The Outlook for Tax Reform and the Trump Agenda
Greg Valliere, Chief Global Strategist, Horizon Investments |
| Wednesday, October 4 |
1:00pm |
Closing Remarks
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“I am very honored to be Chairperson on this 20th anniversary of MMI’s founding – I have been involved with and have loved the MMI for many years, and it is very exciting for me to be able to do this.” Roger Paradiso, MMI Chairman, Head of Alternative Distribution Strategies, Legg Mason
“We don’t tend to think much about the power of unspoken ‘micromessages’ in the daily essence of what gets understood. More important than anything, neither the sender nor the receiver can be actively, thoughtfully conscious of what is being sent or received. But micromessages do get sent. They do get processed and acted on and can influence how people perform.” Stephen Young, Senior Partner, Insight Education Systems.
Headquarters Hotel – Swissôtel Chicago 
