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Rating:Week In Preview, June 18-24 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 18, 2018

Week In Preview, June 18-24

Reported by Neil Anderson, Managing Editor

Tomorrow the Money Management Institute (MMI) team will host the 2018 MMI Legal & Compliance Seminar at Morgan Lewis & Bockius' offices in New York City. The event is co-chaired by Leah Buenaventura, director and assistant general counsel at Bank of America Merrill Lynch, and Daniel Moonay, managing director and senior counsel at BlackRock.

On Wednesday night the ICR team will host their annual "Summer Soiree" media cocktail party, this time on the rooftop of the Gramercy Park Hotel in New York City.

On Thursday the MMI team will host their 2018 MMI Alternative Investments Forum at Thomson Reuters' offices in the Big Apple. The theme of the event is "partnering in a new world of alternative investments," and the co-chairs are Jeremy Beal, managing director and head of alternative investments for wealth management at Morgan Stanley, and Paul Weisenfeld, director of national accounts and alternative investments at Legg Mason.
Jeremy Beal
Morgan Stanley
managing director, head of alternative investments, wealth management

Also on Thursday in Gotham, the Credit Suisse research team is hosting their 2018 Financial Sector Day at their offices. The event will feature presentations by six Credit Suisse analysts, including Craig Siegenthaler. (He covers U.S. brokers and asset managers.)

On Sunday the Financial Planning Association (FPA) team will kick off their 2018 FPA NexGen Gathering. Kate Healy, managing director of "generation next" at TD Ameritrade Institutional, will present the opening keynote address.

On the defined contribution side of the business, the ASPPA Benefits Council of Chicago and 401(k) plan advisor (KPA) shop Sheridan Road are both hosting events this week. Our sister publication, 401kWire, has more details

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