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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