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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