In this episode, Jack talks with Arlen Oransky, Executive Vice President and Chief Membership Officer at Money Management Institute (MMI). With more than 30 years of experience in the financial industry, Arlen has been instrumental in shaping its growth and evolution. He has significantly contributed to expanding MMI's membership and programs and is known for his behind-the-scenes influence and dedication to promoting industry collaboration and education.
Jack and Arlen talk about the historical development of separately managed accounts (SMAs). He shares how MMI grew from a small group of SMA advocates to a robust institution representing the broader advisory solutions market. Arlen also discusses the firm's educational efforts to prepare the next generation of industry leaders and the collaborative approach MMI fosters among asset managers, wealth managers, and solutions providers to drive industry growth and innovation.
In this episode:
[03:35] - The evolution of separately managed accounts (SMAs)
[06:56] - How MMI has fueled SMA growth
[08:37] - Growth and Evolution of MMI
[13:41] - MMI's initiative for engaging and educating asset managers
[15:44] - Reflections and personal stories
[18:32] - The evolution of comprehensive advisory services
[21:48] - Arlen's key takeaways and interests outside of work
Quotes
[07:13] - "MMI's mandate expanded just above and beyond what we were doing back in the day. It was all around enabling and facilitating industry dialogue and industry growth. And that's at the forefront of where we are now." ~ Arlen Oransky
[20:44] - "We want to help create a legacy not only for the Money Management Institute but, more importantly, for individuals who are going to carry this industry forward." ~ Arlen Oransky
[22:05] - "Stay educated. Feel free to get outside your comfort zone. That's the only way that you're going to advance and learn." ~ Arlen Oransky
Links
Arlen Oransky on LinkedIn
Money Management Institute
John Thiel
Noreen Beaman
Cheryl Nash
InvestCloud
Lori Hardwick
Len Reinhart
Jim Seuffert
Roger Paradiso
Franklin Templeton Investments
Craig Pfeiffer
John Coyne
Phoenix Investment Partners
Robbie Cannon
Horizon Investments
Thrive | Money Management Institute
Steve Gresham
The New Managed Account Solutions Handbook
Tim Williams
Adri Chocolates
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
Subscribe and stay in touch
Apple Podcasts
Spotify
