Tomorrow in New York City,
Craig Pfeiffer and his team will
kick off the Money Management Institute's (
MMI's) 2018
Distribution Leadership Forum. The two-day, invitation-only event is being held at the New York Athletic Club. Conference sponsors include:
Archer,
BNY Mellon,
Copytalk,
Discovery Data,
DST,
Strategic Insight, and
ZD. Performance coach
Jason Selk and
Wholesaler Masterminds CEO
Rob Shore are scheduled to give keynote speeches.
Also tomorrow,
Joel Bruckenstein and his team are
kicking off the 2018
T3 Advisor Conference. (TX stands for "Technology Tools for Today".) The four-day event is being held at the Marriott Harbor Beach Resort & Spa in Ft. Lauderdale, Florida. Speakers expected to appear include:
Tom Bradley, former TD Ameritrade bigwig; advisor-blogger
Josh Brown, known online as the
Reformed Broker;
J.D. Bruce, president of
Abacus Wealth Partners;
Mark Bruno, associate publisher of
InvestmentNews;
Rich Cancro, founder and CEO of
AdvisorEngine;
Eric Clarke, founder of
Orion Advisor Services;
Walter Clarke, formerly of
Oxford Investment Partners;
Karyn DeJong and
Rahul Ravikrishnan, both of
Morningstar;
Ric Edelman, co-founder of
Edelman Financial Services;
Danielle Fava, director of product strategy for
TD Ameritrade Institutional;
Brian Hamburger, founder of
MarketCounsel;
Kevin Hughes, executive vice president of enterprise sales for
MoneyGuidePro;
Aaron Klein, CEO of
Riskalyze;
Jess Liberi, vice president of product management for
eMoney Advisor;
Tim Morello, vice president of IT product management at
Fidelity Institutional;
Magdalena Ramada Sarasola, senior economist at
Willis Towers Watson; and
Bob Veres, author. The conference has a host of sponsors, including: AdvisorEngine,
Blackcard Books; eMoney Advisor; Fidelity; MoneyGuidePro; Morningstar; Orion; Riskalyze; and many others.
On Wednesday evening in New York City,
Pageant Media's Fund Intelligence team will
host their 2018
Fund Technology and WSL Awards at the Yale Club.
On Thursday evening, also in New York City, Pageant's
Fund Intelligence team will
host their 2018
Private Asset Management Awards at 583 Park Avenue.
Friday is the
deadline for
submitting nominations for the
Mutual Fund Industry Awards. Pageant's
Fund Intelligence will recognize the winners at their awards' 25th anniversary celebration on April 12 in New York City.
This week in the defined contribution industry,
FRA,
FIS' Relius, and
StoneStreet Renaissance are all hosting events. Our sister publication
401kWire has more details. 
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