Events

Past Events

Mar
24 - 25
2022
MMI Summit 2022

Virtual Program

Co-Chairs:
Mark Granshaw, Managing Director, Head of Consumer Investment Products, Bank of America Merrill Lynch
Jaime Magyera, Managing Director, Chief Operating Officer, US Wealth Advisory Group, BlackRock

MMI Summit
Mar
24 - 25
2022
MMI Summit 2022

March 24-25, 2022 | Fort Lauderdale, FL
Fort Lauderdale Marriott Harbor Beach

Co-Chairs:
Mark Granshaw, Managing Director, Head of Consumer Investment Products, Bank of America Merrill Lynch
Jaime Magyera, Managing Director, Chief Operating Officer, US Wealth Advisory Group, BlackRock

MMI Summit
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.

MMI Webinars
Feb
10
2022
Opening Doors

February 10, 2022 | 4:00-5:30 PM ET
Complimentary admission | Donation encouraged | Open to members and non-members | Press allowed

MMI’s event to advance DE&I in the financial services industry
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.

 

MMI Webinars
Jan
13
2022
MMI Diversity & Inclusion Webinar Series: Industry Access – Part 3

January 13, 2022 | 12:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed

This webinar, the third in a four-part virtual series, is designed for diverse middle management professionals in the asset management and wealth management industry. It is an opportunity to hear from esteemed diverse senior managers about their personal career journeys in investment management.

 

 

Topics of discussion include:

MMI Webinars
Dec
8
2021
Inclusive Marketing Symposium

December 8, 2021 | 1-4 PM ET
Complimentary admission | Open to members and non-members | Press allowed

Join us virtually for the Inclusive Marketing Symposium sponsored by the Insured Retirement Institute (IRI) and MMI.
Dec
7
2021
2021 MMI Webinar: New Rules for a New World

Tuesday, December 7, 2021 at 4:00 PM ET
Complimentary admission | Open to members only | Press allowed

Join us for a special MMI event presented by MMI's Marketing Community and sponsored by:

MMI Webinars
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:
 

MMI Webinars
Nov
11
2021
2021 MMI/Barron’s Industry Awards

November 11, 2021 | 12 PM ET
Complimentary admission | Open to members and non-members | Press allowed

The winners of this year’s MMI/Barron’s Industry Awards will be announced at a virtual awards ceremony on Thursday, November 11 at 12 PM ET. The awards ceremony is free, and it is open to both MMI members and non-members.