Today the Money Management Institute (
MMI) team will
kick off their 2018
MMI Annual Conference. The three-day event is being held at the Hyatt Regency in Dallas and is co-chaired by
Keith Glenfield, managing director and head of investment products at
Bank of America Merrill Lynch, and
Cheryl Nash, president of investment services at
Fiserv. Featured speakers will include: author
John O'Leary;
Christian Mitchell, vice president of investment products and services and president and CEO of
Northwestern Mutual Wealth Management Company;
Joe Sullivan, chairman and CEO of
Legg Mason;
John Taft, vice chairman of
Baird; and three members of the 2018 Olympic gold-winning U.S. women's hockey team —
Hannah Brandt,
Nicole Hensley, and
Kendall Coyne Schofield. The opening reception tonight will be held at the George W. Bush Presidential Library and Museum, and tomorrow night the conference will host the 2018
MMI/Barron's Industry Awards Dinner. Conference sponsors include:
Allego;
Apex Clearing;
Archer;
BNY Mellon;
Cerulli Associates;
CGI;
Charles River;
Copytalk;
Envestnet; Fiserv; and
Vestmark.
Also today, the Independent Directors Council (
IDC) team will
kick off its 2018
Fund Directors Conference. The three-day event is being held at the Fairmont Chicago Millennium Park and will feature remarks from retired U.S. Navy Admiral
James Stavridis (former NATO Supreme Allied Commander and current independent director for the
Neuberger Berman Funds) and
Dalia Blass, director of the
SEC's division of investment management.
Also today, the
FA magazine team is
kicking off their
ETF Strategy Summit. Like the MMI conference, the FA summit is being held at the Hyatt Regency in Dallas. The two-day conference is being chaired by
Debbie Fuhr, managing partner and co-founder of
ETFGI.
John Mauldin, chairman of
Mauldin Economics, and
Lex Sokolin, partner and global director of fintech strategy at
Autonomous Research, are scheduled to appear as keynote speakers. The conference is being sponsored by
American Century,
Amplify ETFs,
Barron's,
BlueStar Indexes,
Davis,
Transamerica's DeltaShares ETF.com, ETFGI,
Exponential ETFs,
Fidelity,
FTSE Russell,
Global X,
GraniteShares,
Hartford Funds,
New York Life's IndexIQ,
InfraCap,
Janus Henderson,
Natixis,
OppenheimerFunds,
Robo Global,
TrimTabs, the
Wall Street Journal, and
XTF.
Also today, the team at the National Association of Personal Financial Advisors (
NAPFA) is
kicking off their
NAPFA Fall 2018 National Conference. The four-day event is being held at the Philadelphia 201 Hotel and will feature keynote speeches from:
Jennifer Golbeck, director of the human-computer interaction lab at the
University of Maaryland;
LaVaughn Henry, banking and regulatory policy analyst at the
FDIC;
George Kinder, founder of the
Kinder Institute of Life Planning; and
Eric Rosenbach, former chief of staff to the U.S. Secretary of Defense and former U.S. Army intelligence officer. The conference is being sponsored by
Buckingham Strategic Wealth,
DFA,
DPL,
Griffin Capital Securities,
Lincoln Financial,
LLIS,
Longbridge Financial,
SEI,
TrustCorp America,
TD Ameritrade Institutional, and
TIAA.
Tomorrow morning, before trading opens on the NYSE, the
BlackRock team will
release their Q3 2018 earnings results. Chairman and CEO
Larry Fink, president
Rob Kapito, and chief financial officer
Gary Shedlin will host their Q3 earnings call at 8:30am.
On Wednesday, the team at
High Water Women will
host their
Investing for Impact Symposium at the CUNY Graduate Center in New York City.
Andrea Jung, president and CEO of
Grameen America, will deliver the keynote address. The conference is being sponsored by
Glenmede,
Impax Asset Management,
J.P. Morgan Chase,
Nuveen,
Treehouse Investments, and a host of other companies.
Also on Wednesday, the
Riskalyze team will
kick off their second annual
Fearless Investing Summit. More than 550 FAs and their allies are expected to attend the three-day conference, which will be held at the San Antonio Marriott Rivercenter. Keynote speakers scheduled to appear include:
Jim Bowen, CEO of
First Trust Advisors and First Trust Portfolios;
Josh Brown, CEO of
Ritholtz Wealth Management;
Megan Carpenter, co-founder and CEO of
FiComm Partners;
Anthony Scaramucci, hedge fundster and former Trump advisor and White House communications director; and
Dick Vitale, hall of fame sportscaster.
Also on Wednesday, the
Eaton Vance team will host their annual investment perspectives media luncheon at the Modern Restaurant in New York City. Titled "Advanced Investing in Uncertain Times: Is the Party Over?", the discussion will be moderated by
Bob Cunha, managing director of marketing and distribution strategy at Eaton Vance. Panelists will include:
Richard Bernstein, CEO and chief investment officer of
Richard Bernstein Advisors;
Kathleen Gaffney, direcot of diversified fixed income at Eaton Vance; and
Jade Huang, ESG senior equity analyst at
Calvert.
Also on Wednesday, the Robo Global team will host a five-year anniversary celebration at the NYSE, featuring:
Henrik Christensen, professor of UC San Diego;
Raffaello D'Andrea, co-founder of
Kiva Systems;
Wyatt Neman, professor at
Case Western Reserve; and
Daniela Rus, professor and director of
MIT's CSAIL. As part of the celebration, a UR5e robot arm (a collaborative robot, i.e. a "cobot") from
Universal Robots will ring the NYSE's closing bell.
Also on Wednesday, the Investment Company Institute (
ICI) team will host their fall media reception after work at
Legg Mason's offices in New York City.
On Thursday evening, the Fixed Income Analysts Society, Inc. (
FIASI) team will
continue their monthly speaker series with an introduction to BlackRock's
Aladdin platform. The event will be held at BlackRock's offices in New York City and will feature remarks from:
Timothy Garbien, director and member of BlackRock Solutions' Aladdin business development team;
Hai Shan, member of BlackRock's financial modeling group; and
Chris Sturhan, director and member of BlackRock Solutions' analytics and quantitative solutions team.
On Friday, the Financial Planning Association (
FPA) team will their
kick off their
FPA Residency Program October 2018. The three-day, sold-out event will be held at the Hilton Denver Inverness in Englewood, Colorado.
Kyra Morris of
Morris Financial Concepts will be the dean of the event, which is geared toward new CFPs or soon-to-be CFPs.
On Saturday afternoon the
Merk and
Morgan Creek teams will host an investment seminar in Morgan Creek's hometown of Chapel Hill, North Carolina.
Axel Merk, president and CIO of his eponymous firm, and
Mark Yusko, CEO and CIO of Morgan Creek, will lead the discussion. Then on Sunday the Merk and Morgan Creek teams and their event guests will join in the
Bull City Race Fest in Durham.
This week on the defined contribution side of the business, the teams at the
401(k) Coach,
ASPPA,
P&I, and
Relius are all hosting events. Our sister publication,
401kWire, has more details. 
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