2021 MMI Emerging Asset Managers Forum

 

CE?

Yes

 

CE Type

3 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA®

Duration

3 Hours & Ten Minutes

 

Price

$175

Summary

No one could have predicted how the global pandemic would impact asset managers – of all sizes – over the past nine months. Join us virtually for the MMI Emerging Asset Managers Forum to hear firsthand how smaller managers are successfully navigating the current environment – and how they are adapting their growth strategies for future success.

Spend time with leaders from other “emerging” managers, share information and ideas, and leave with a stronger vision of your firm’s path to growth.

You will:

Hear from c-suite executives at firms that have successfully grown their businesses without sacrificing their core value propositions; learn the pros and cons of outsourcing critical non-investment functions; and explore the changing distribution landscape and different growth strategies.

Click here to view the full agenda

Co-Chairs

Mike Saliba, Head of U.S. Intermediary Business, Baillie Gifford

Robert Tynes, Manager, RIA Relationships, Confluence Investment Management.

No one could have predicted how the global pandemic would impact asset managers – of all sizes – over the past nine months. Join us virtually for the MMI Emerging Asset Managers Forum to hear firsthand how smaller managers are successfully navigating the current environment – and how they are adapting their growth strategies for future success.
Spend time with leaders from other “emerging” managers, share information and ideas, and leave with a stronger vision of your firm’s path to growth.
You will:
hear from c-suite executives at firms that have successfully grown their businesses without sacrificing their core value propositions;
learn the pros and cons of outsourcing critical non-investment functions; and 
explore the changing distribution landscape and different growth strategies
Price: $175.00
Quantity:

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