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Tuesday, October 20, 2015

MMI Gathers 400 Wealth Management Folk in the Big Apple

Reported by Neil Anderson, Managing Editor

About 400 fundsters and other wealth management industry insiders are converging on New York City.

Craig Pfeiffer
Money Management Institute
President, Chief Executive Officer
The Money Management Institute (MMI) will kick off its 2015 Fall Solutions Conference tomorrow at the Grand Hyatt above Grand Central Terminal in midtown Manhattan. This time around, the conference theme is "Up Periscope: Thriving in a Decade of Disruption."

MMI chair (and BofA Merrill managing director and managed solutions group chief) Lorna Sabbia and MMI president and CEO Craig Pfeiffer (who took over this spring) will kick things off early tomorrow afternoon, and the conference will continue for the rest of Wednesday afternoon and Thursday morning before concluding with a Thursday luncheon.

Featured speakers will include Morgan Stanley Wealth Management president Gregory Fleming, Horizon Investments chief strategist Greg Valliere, and BAM Alliance investor education director Carl Richards. In addition to sessions large and small, there will also be a networking reception tomorrow afternoon and a networking breakfast Thursday morning.

Sponsors of the event include: Archer, Charles River, Fiserv, InData, and Vestmark 

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