Past Events

bulletMMI 2008 Annual Convention


March 18-19, 2008
Co-Chairs: Frank Campanale and Roger Paradiso
Westin Copley Plaza, Boston
Agenda

(more…)

bulletManaged Account Solutions for the Bank Industry: Creating a Winning Strategy in a Shifting Marketplace


March 10-11, 2008

Manchester Grand Hyatt, San Diego, CA

Agenda and Registration

bullet2007 Managed Account Solutions Conference [Event Over]


Navigating Your Managed Account Solutions Business in a Maturing Industry

October 18-19, 2007

Co-Chairs: Jim Tracy and Donna Winn

The Roosevelt Hotel, New York City

Please continue reading to see the conference presentations.

(more…)

bulletMoving Forward with MMI Standards and The DTCC Platform


Managed Accounts Solutions: Moving Forward with MMI Standards and The DTCC Platform

bulletStrategies, Sourcing, And Intermediary Perspective


Alternatives: Strategies, Sourcing And Intermediary Perspective - What’s Ahead?
June 21, 2007
New York

bulletLegal and Regulatory Affairs Conference 2007


Legal and Regulatory Affairs Conference for General Counsels and Chief Compliance Officers
Warwick Hotel
June 7, 2007
New York, NY

bulletMMI 2007 Annual Convention [Event Over]


Building the Bridge Between Today’s Advisors and Tomorrow’s Challenges
May 2-3, 2007 in Washington, DC

Click continue reading to view the conference presentations.

(more…)

bulletManaged Account Solutions for Banks: The Road to Change


Managed Account Solutions for Banks: The Road to Change
March 27-28, 2007
Hyatt Regency Grand Cypress, Orlando FL
Agenda and Registration

bullet2008 Sales and Marketing Leadership Summit


January 24-25, 2008

Co-Chairs: Jennifer Abate and Jay Link

Sanibel Harbour Resort, FL

Register Now

bulletMMI 2008 Annual Convention


March 18-19, 2008

Co-Chairs: Frank Campanale and Roger Paradiso

Westin Copley Plaza, Boston

Agenda

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