September 13-14, 2018 | Chicago, IL
The Westin O’Hare
Forum Co-Chairs:
John Moninger, Managing Director, Retail Sales, Eaton Vance
Mark Spina, Head of U.S. Advisor & Intermediary Solutions, Russell Investments
Brett Wright, Co-Head of Client Group, Macquarie Investment Management Americas
September 13, 2018 | New York, NY
OppenheimerFunds
225 Liberty Street
New York, NY 10281
Co-Chairs:
Sheila (Bonitz) Stotler, Senior Vice President, Product Management, Brinker Capital
Adam Tabor, Vice President, Client Insights and Analytics, OppenheimerFunds
September 12-13, 2018 | Chicago, IL
The Westin O’Hare
The Symposium is a gathering of female client-facing professionals designed to inspire, empower and support future women leaders in distribution.
Symposium Co-Chairs:
Karen Lutomski, Managing Director, Advisor Consultant, Private Wealth Advisory, Nuveen
Anne Steer, Head of Distribution, Congress Asset Management
June 21, 2018 | NYC
Thomson Reuters
3 Times Square
New York, NY
Partnering in a New World of Alternative Investments
Co-Chairs:
Jeremy Beal, Managing Director, Head of Alternative Investments, Wealth Management, Morgan Stanley Wealth Management
Paul Weisenfeld, Director, National Accounts and Alternative Investments, Legg Mason
June 19, 2018 | NYC
Morgan, Lewis & Bockius
101 Park Avenue, 39th Floor
New York, NY 10178
Co-Chairs:
Leah Buenaventura, Director & Assistant General Counsel, Bank of America Merrill Lynch
Daniel Moonay, Managing Director & Senior Counsel, BlackRock
June 15, 2018 | NetMeeting
In this replay, a panel of industry experts share their insights and perspectives on the changing, expanding world of alternative investments.
June 14, 2018 | NetMeeting
In this NetMeeting replay, Eamonn Maguire, Global Lead in Blockchain & Distributed Ledger Technologies for KPMG US, gives a primer on the key features of Blockchain technology and a case study of how Blockchain could help create value for the funds industry through cost savings and efficiencies in terms of speed and simplicity.
May 17, 2018 | NetMeeting
May 1, 2018 | Chicago, IL
Northern Trust Investments
Co-Chairs:
Darryl Keeton, Head of Distribution, Homestead Funds
Robert Tynes, Managing Director, Gratry & Company
April 24, 2018 | Open Call
MMI's Digitally-Enhanced Advice Committee hosted an open call on April 24, 2018 featuring Eric Lordi, Managing Director, Head of Platform Development at Morgan Stanley. Michael Liersch, Co-Chair of the MMI Digitally-Enhanced Advice Committee, interviewed Mr. Lordi about what Morgan Stanley has learned as they seek to build the digital platform of the future and what they see coming next.
1410 Broadway
Suite 2601
New York, NY 10018
PH: (646) 868-8500 | Fax: (646) 619-4074
