Past Events

Jan

2023

2023 MMI Webinar: The Future of Billing Solutions for the Modern Investment Manager

January 19, 2023 | 4:00 PM ET
Complimentary admission | Open to members and non-members

A special MMI event presented in conjunction with MMI Platinum Partner:

MMI Webinars

Dec

2022

2022 MMI Webinar Sponsored by the MMI Blockchain Finance Forum: Digital Asset Classification

December 14, 2022 | 4:00 PM ET
Complimentary admission | Open to members and non-members

A special MMI event sponsored by the MMI Blockchain Finance Forum.

MMI Webinars

Dec

2022

2022 MMI Webinar: Defining & Stimulating the Client Experience

December 9, 2022 | 11:00 AM ET
Complimentary admission | Open to members only

A special event sponsored by the MMI Marketing Community.

MMI Webinars

Dec

2022

2022 MMI Leadership Pathway Seminar

December 7, 2022 | Boston, MA | John Hancock
Charged admission | Open to members and non-members | Press prohibited

Conference Co-Chairs:
Courtney Dunne, Vice President, Global Accounts, American Century Investments
Jennifer Mancini, Manager, Advisory Consulting, Asset Management Services, Raymond James

Leadership Pathway

Nov

2022

2022 MMI Alternative Investments Forum

November 16, 2022 | 522 Fifth Avenue, New York, NY | Morgan Stanley Offices
Charged admission | Open to members and non-members | Press prohibited

Sold Out

Alternative Investments

Nov

9 - 10

2022

2022 MMI Distribution Leadership Forum

November 9-10, 2022 | Charlotte, NC | Dimensional Fund Advisors
Charged admission | Open to members and non-members | Press prohibited

Co-Chairs:
Amanda Harwood, Head, Practice Management, BMO Private Wealth
Melissa Roe, Senior Vice President, Division Manager, Capital Group

Distribution Leadership

Oct

19 - 21

2022