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PMI Membership
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Who is PMI?

PMI is a unique organization, providing a peer-led resource for every MS Portfolio Manager regardless of length of service or assets under management. "For Portfolio Managers, By Portfolio Managers” is the goal as PMI members value the professional education and networking opportunities PMI provides.

We are MS Portfolio Managers, Non-Financial Advisor employees, Branch/Regional/Complex Managers, and others who share a desire to support PMI and wish to participate in its activities.

PMI includes nearly 300 MS Portfolio Managers as members, who voluntarily joined PMI in order to enhance their discretionary portfolio management practices.

What Programs and Services Does PMI Provide?

  • We provide networking resources and professional development opportunities to improve skills, practices, and services of our members.
  • The PMI Annual Forum, which brings together over 200 PMI members for three days of industry-leading speakers, workshops and networking. The 2014 Forum will be April 23rd – 25th, in Newport Beach, CA.
  • Research resources for portfolio management on a free, discounted or complimentary trial basis. Recent offerings have included The Fred Report, Leuthold Monthly Summaries, Morningstar Weekly Highlights and more!
  • Monthly member-only National Conference Calls with thought leaders in finance. Recent conference call speakers have included Eric Sprott, Fred Meissner, Tim Galbraith, JD Foster, and Marten Hoekstra.
  • Continual Enhancement of a robust website dedicated to providing members with leading edge professional development materials and access to a range of useful tools.
  • The Exchange – PMI’s electronic newsletter featuring articles about how to improve your business, develop new marketing strategies and insights into current portfolio management strategies.

 

PMI Membership Categories & Fees

Who can join PMI?

Individual Voting Membership - $295
Available to those that have PM status within the Morgan Stanley firm.

Associate Non-Voting Membership - $295
Available to Non-Financial Advisor Morgan Stanley employees who share a desire to support PMI and wish to participate in its activities. If you work for someone who is PM but are not a PM yourself then you qualify as an associate member.

Branch/Complex Manager/Regional Manager - $295
Available to those involved in Morgan Stanley management.


About PMI Brochure (PDF)

*PMI Membership is limited to those in the Morgan Stanley firm only. PMI Membership dues, Annual Forum fees, and necessary travel expenses to attend the Annual Forum qualify for BDA reimbursement.


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Calendar

4/23/2014 » 4/25/2014
2014 Annual Forum

4/25/2014
PMI After Forum Visit to PIMCO - FULL!

4/25/2014
WAIT LIST - PMI After Forum Visit to PIMCO

5/12/2014
May Monthly Call

Portfolio Management Institute
12011 Tejon Street, Suite 700, Westminster, CO 80234
Phone: 303-327-8015 | Fax: 303-458-0002
admin@pminstitute.org