April 22-23, 2019 | Chicago
Morningstar Headquarters
22 W. Washington Street, 7th Floor
Chicago, IL 60602
How to Win in Distribution
Symposium Co-Chairs:
Karen Lutomski, Managing Director, Advisor Consultant, Private Wealth Advisory, Nuveen
Anne Steer, Head of Distribution, Congress Asset Management
Invitation Only
March 28-29, 2019 | Miami
Mandarin Oriental
Sold Out
Co-Chairs:
Noreen Beaman, Chief Executive Officer, Brinker Capital
Troy Thornton, Managing Director, Head of U.S. Retail Distribution, Goldman Sachs
Event Recap:
Replay | NetMeeting
A shift is under way in the advisory industry, moving from discrete products, accounts, and technology tools to integrated household-level solutions. To examine this new trajectory in the delivery of financial advice, MMI has released a new research report, Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes.
January 17, 2019 | Sorenson Impact Center
Garff Building
1731 E. Campus Center Drive
Salt Lake City, UT 84112
While philanthropy and investing have long been thought of as separate disciplines – one championing social change, the other financial gain – the rapidly growing business of impact investing changes that mindset. Impact investing is already having profound implications on the transfer of wealth currently under way.
December 14, 2018 | Offices of Voya Investment Management
230 Park Ave, New York, NY 10169
One of the highlights of MMI’s recent Distribution Leadership Forum in Chicago was a keynote presentation by Steve Meier of Sequoia Systems International. The feedback was so positive that we have invited Sequoia to expand the session into a one-day Wholesaler Bootcamp on Friday, December 14th in New York City.
Replay | NetMeeting
The national account management (NAM) function at asset management firms has traditionally focused on securing and retaining product shelf space at key distribution partners. But the rapidly evolving dynamics of the manager/distributor relationship mean that NAM must evolve as well.
Replay | NetMeeting
The rising influence of the home-office at broker-dealers is forcing asset managers to place more importance on covering the research teams within these groups. To provide better understanding of home-office research teams and how they function, MMI and FUSE Research Network teamed up to conduct a new research study focused on the dynamics of distributor due diligence teams.
November 7, 2018 | Toronto
Vantage Venues
Summit Co-Chairs:
Barbara Foy-Pilchner, Managing Director, National Accounts, Manulife Asset Management
Erin Griffiths, Managing Director, Global Online Brokerage, Scotiabank
October 15-17, 2018 | Dallas, TX
Hyatt Regency Dallas
The Keys to Growth: Reinventing and Enhancing the Client Experience
Co-Chairs:
Keith Glenfield, Managing Director, Head of Investment Products, Bank of America, Merrill Lynch
Cheryl Nash, President, Investment Services, Fiserv
October 2, 2018 | Chicago
Morningstar Headquarters | 22 W. Washington Street | 7th Floor
Staying Ahead of the Sustainable Investing Curve
The sustainable investing space is evolving rapidly. Not a week goes by without another article documenting the burgeoning demand from clients, the announcement of a major hire by an industry-leading firm, or the availability of more ESG-related products.
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