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UPCOMING EVENTS AT MMI
Jim McCarthy, the Managing Director of Morgan Stanley’s Retirement Equity Solutions Division, in the Global Wealth Management Group will host an exclusive 30-minute NetMeeting on retirement for the 2009 Gateway interns at noon eastern time on Monday, July 6.
2009 Fall Solutions Conference
October 22-23 – Marriott New York Marquis
View the Prospectus
Save the Dates!!
2010 Sales & Marketing Leadership Summit
January 28-29
Save the Dates!!
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MMI to prepare comment letter to the SEC
There is one component (a post Madoff clamp down on custodians) of the flurry of new regulatory proposals that caught our attention and we bring it to yours. The attached memo should be sent to your counsel. If your firm is already represented on MMI’s Legal & Regulatory Affairs Committee, you’re all set as we will be consulting with them throughout. Urge your counsel to contact me if interested in our comment letter to the SEC. Have a great holiday weekend!
 MMI Member Benefits “NetMeeting” Click here to hear the message
View a video of Len Reinhart’s winning presentation on the Evolution of Managed Solutions:
http://isw.hhogdev.com/
Citi Smith Barney wins Firm of the Year
(Left to Right) Len Reinhart President Reinhart Consulting Group, Jim Tracy Director Investment Advisory Services Citi Smith Barney, Dana Fowler Managing Director Smith Barney Consulting Group, Marc Brookman Managing Director Smith Barney, Jeff Cusack President Forward Management
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