Wednesday, March 17, 2021 at 11:00 AM ET
Complimentary admission | Open to members only | No press
With the onset of a global pandemic, 2020 was a year of massive disruption. The asset management industry was faced with a shock to the real economy, extreme market volatility and an intensified focus on social issues.
February 10 & 11, 2021
Co-Chairs:
Mike Saliba, Head of U.S. Intermediary Business, Baillie Gifford
Robert Tynes, Manager, RIA Relationships, Confluence Investment Management
What’s your firm’s growth strategy for 2021?
Thursday, February 4, 2021 | MMI Webinar
Join us on Thursday, February 4 at 2:00 PM ET for a members-only MMI Webinar, presented by the Distribution & Sales Community. Four senior sales leaders will debate and discuss a range of distribution team compensation trends, including:
Deliver on business strategy by developing a flexible, knowledgeable workforce and a culture built on resilience.
Monday, January 25, 2021 | MMI Webinar
Join us for this one-hour, member-only MMI Webinar that will provide an overview of the SEC’s recently adopted Advisers Act Marketing Rule and how the new rule will change how advisers market and sell their products and services.
Steve Stone and Christine Lombardo of Morgan Lewis will cover the following topics and answer questions:
January 21 & 22, 2021
Co-Chairs:
Karen Lutomski, Managing Director, Co-Head Private Wealth, U.S. Wealth Advisory Group, Nuveen
Anne Steer, Head of Distribution, Congress Asset Management
Executing A Vision for Success
December 16, 2020
MMI's event to support social justice and the Gateway Foundation
With a special presentation of MMI's Inaugural Opening Doors Awards
Monday, December 14 | MMI NetMeeting
Join us on Monday, December 14 at 1:00 PM ET for this MMI NetMeeting to explore the future of alternative investments and the importance of professionalism in the industry.
December 1 & 3, 2020
Co-Chairs:
Brad Eisen, Senior Divisional Director, Salient
Ryan Logue, Manager, Business Development & Planning, Franklin Templeton Investments
Join us on December 1 and 3 for the 2020 Leadership Pathway Seminar.
November 18-19, 2020
Co-Chairs:
Barbara Foy-Pilchner, Managing Director, National Accounts, Wealth and Asset Management Canada, Manulife Investment Management
Erin Griffiths, Senior Vice President, Client Solutions & Direct Investing, Scotiabank
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New York, NY 10018
PH: (646) 868-8500 | Fax: (646) 619-4074
