Featured In-Person Event 2024 MMI Annual Conference Registration is open for MMI's largest event of the year! October 15-17, 2024 • Charlotte, NC Register Now CE All Conferences & Events Upcoming EventsPast Events Filter By Continuing Education CE Credit Available Access Open to Financial Advisors Open to Media Open to Non-Members Experience In-person Virtual Cost Charged Complimentary Topic Advisory Products & Solutions Alternative Investments Annuity & Insurance Solutions Blockchain Distribution & Sales Diversity & Inclusion Emerging Asset Managers Institutional Legal & Compliance Marketing Professional Development Sustainable Investing Technology & Digital Advice Type 8 Acre Perspective/Totumai Alternative Investments Forum Blue Owl EY Federated Hermes Impax Asset Management Janney Kathy Freeman Company LifeYield Morningstar Annual Conference Community Meeting Distribution Leadership Forum Emerging Asset Managers Forum Leadership Pathway Seminar Legal & Compliance Seminar Opening Doors Event Roundtable Discussion Summit Toronto Wealth Management Summit Webinar clear filters Annual Conference CE 2024 MMI Annual Conference Co-Chairs:Kara Julian, Managing Director, Head of Consulting Group, Morgan StanleyBrad Jung, October 15 - 17, 2024 Summit CE 2025 MMI Summit March 27 - 28, 2025 Open to Media, Open to Non-Members Annual Conference CE 2025 MMI Annual Conference October 15 - 17, 2025 Filter By Continuing Education CE Credit Available Access Open to Financial Advisors Open to Media Open to Non-Members Experience In-person Virtual Cost Charged Complimentary Topic Advisory Products & Solutions Alternative Investments Annuity & Insurance Solutions Blockchain Distribution & Sales Diversity & Inclusion Emerging Asset Managers Institutional Legal & Compliance Marketing Professional Development Sustainable Investing Technology & Digital Advice Type 8 Acre Perspective/Totumai Alternative Investments Forum Blue Owl EY Federated Hermes Impax Asset Management Janney Kathy Freeman Company LifeYield Morningstar Annual Conference Community Meeting Distribution Leadership Forum Emerging Asset Managers Forum Leadership Pathway Seminar Legal & Compliance Seminar Opening Doors Event Roundtable Discussion Summit Toronto Wealth Management Summit Webinar Past Events Tab clear filters Open to Non-Members Community Meeting, Webinar CE MMI Webinar: DOL Fiduciary Rule Update - What are the Implications? Sponsored by the MMI Annuity & Insurance Solutions Community Join us for our next Annuity and June 21, 2024 Open to Non-Members Webinar CE MMI Webinar: RIA Consolidators: The New Key Accounts? In partnership with Cerulli Associates Join us on Thursday, June 20 for a discussion of wealth June 20, 2024 Community Meeting CE 2024 MMI National Accounts Roundtable This event is sold out. Roundtable Co-Chairs: J.P. Galvin, Executive Director, Bahl & June 18, 2024 Open to Non-Members Leadership Pathway Seminar CE 2024 MMI Leadership Pathway Seminar The Leadership Pathway Seminar is an exclusive event crafted for emerging leaders in the investment June 12 - 14, 2024 2024 MMI Board of Governors Retreat Join us for an experiential Board retreat this June. Through a combination of keynote speaker June 03 - 05, 2024 Executive IQ Cohort 4 - Darden-in-Residence I Through a combination of academic sessions, workshops, and interaction with MMI’s Board of June 03 - 06, 2024 Open to Non-Members Alternative Investments Forum CE 2024 MMI Alternative Investments Forum Forum Co-Chairs: Bill Golden, Managing Director, Head of Product Solutions, Voya Investment May 07, 2024 Open to Non-Members Webinar 2024 MMI Canadian Wealth Management Summit | A Virtual Series Summit Co-Chairs:Danny Kabeya, Divisional Director, Eastern Canada, Russell InvestmentsMichael April 24, 2024 Open to Non-Members Community Meeting, Webinar CE MMI Webinar: Private Markets - Opportunities and Challenges in 2024 Sponsored by the MMI Institutional CommunityJoin us on Wednesday, April 24th at 12PM ET to hear April 24, 2024 Open to Non-Members Emerging Asset Managers Forum CE 2024 MMI Emerging Asset Managers Forum Chair: Robbie Cannon, Head, MMI EAM Thrive Initiative, Money Management Institute Join us for the April 17 - 18, 2024 Open to Media, Open to Non-Members Opening Doors Event 2024 Opening Doors Impact Night Co-Chairs: Clara Sierra, Senior Director, Moody's Analytics Kyle Thompson, Senior Vice President, April 16, 2024 Open to Non-Members Community Meeting, Webinar CE MMI Webinar: Democratizing Digital Assets and Using them in Portfolio Construction Sponsored by the MMI Blockchain CommunityJoin us on Tuesday, March 26th at 4PM ET to discuss March 26, 2024 Pagination Current page 1 Page 2 Page 3 Page 4 Page 5 Next page Next › Last page Last »