MMI Summit 2020

Invitation Only
March 26-27, 2020 | Orlando
Omni Orlando Resort at ChampionsGate

Eric Koestner,
Principal, Packaged Products, Edward Jones
Sue Thompson, Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors

About the Summit
The MMI Summit annually brings together the industry’s most senior leaders for two days of elevated discussions about advancing the future of investment advice and solutions. With an outstanding speaker lineup and the most influential decision makers in the advice business in attendance, the Summit focuses on the most important industry developments and how they impact growth strategy, leadership management and execution, and bottom-line results.

To provide an intimate and executive-level experience, each MMI member firm is permitted to send up to four representatives. As a rule, attendees should be C-suite level, EVPs, SVPs, Managing Directors, and business unit leaders.

The 2020 Program
Expectations are higher than ever in the advice business – on all fronts. What once was considered “wow” factor is now table stakes. What previously could be charged for is now given away. Firm budgets are lower and getting squeezed. How can wealth managers, asset managers, and solutions providers deliver an outstanding – and differentiated – client experience as needs and preferences evolve rapidly?

This year’s Summit will examine The Value-Add Imperative from all sides, sharing expert insights, diverse perspectives, and new approaches to enhance the value proposition of every stage and experience – and all participants – in the advice delivery chain.

Join us for provocative discussions, actionable insights, and quality networking time.

For more information on MMI Summit 2020, contact us at (646) 868-8500 or

Additional Information


We’re building out an exciting program for MMI Summit 2020. Check back often for updates and speaker additions!


Featured Speakers

Gretchen O'Hara
Vice President 

Greg Valliere
Chief Global Strategist
Horizon Investments
Joe Duran
United Capital,
A Goldman Sachs Company
Michael Durbin
Fidelity Institutional
Fidelity Investments
Cheryl Nash
Investment Services



Partners & Sponsors













Discovery Data

Sponsorship Opportunities

The Summit represents a unique opportunity to build brand awareness with the advisory solutions industry’s most senior executives and decision makers, showcase your firm's offerings, and make new connections. A limited number of high-profile sponsorship packages are available.

For additional information, please contact:
Joan Lensing
Senior Vice President
Chief Marketing Officer
(646) 868-8518

CE Credit

The Summit program is being submitted to Investments & Wealth Institute for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. If credits are approved, the relevant approval code(s) will be shared with attendees after the Summit.

Gateway to Leadership Foundation Golf Outing Fundraiser: Wednesday, March 25

Kick off the Summit early and enjoy a round of golf with your industry colleagues. All levels of golfers are welcome for this charitable outing to benefit Gateway to Leadership.

WHAT: Gateway to Leadership, a 501c3 organization administered by MMI, supports a variety of programs to foster career awareness and workforce readiness for students of color from historically underrepresented communities, particularly African Americans and Hispanics, seeking employment opportunities in the financial services industry.

WHERE: Onsite at the Omni Orlando Resort at the championship International Course designed by accomplished architect and golfer Greg Norman. Recently ranked no. 9 in the top overall ranked courses by GOLF Advisor, the International Course provides an authentic link-style experience, reminiscent of the great golf courses of the British Isles.

WHEN: Wednesday, March 25
Tee time is approximately 12:00pm. For members of the MMI Board of Governors and Leadership Pathway program, we will have you back to the hotel in time for your joint function.

PARTICIPATION: The cost to participate in the outing is $350 per person – 50% of that amount is tax deductible as a donation to Gateway. Included with the outing are:

  • Greens fees and cart fees (club rentals are available for an extra fee)
  • Box lunch, special contests, and appetizers/beverage post round

Hotel Information

Headquarters Hotel Information - Omni Orlando Resort at ChampionsGate
1500 Masters Boulevard, ChampionsGate, FL 33896
(407) 390-6664 

Overflow Hotel Information - Reunion Resort & Golf Club
7593 Gathering Drive, Kissimme, FL 34747
(833) 258-0472 

Important Hotel Update (2/20/20): The MMI room block at the Omni Orlando Resort at ChampionsGate is almost completely booked. A limited number of rooms are currently available at the Reunion Resort & Golf Club on a space and rate available basis.


Registration Fees

Registration Date  Registration Type Registration Fee
Registration Launch -
Friday, January 10
Early Registration $1,695
Saturday, January 11 -
Friday, February 21
Advance Registration $1,795
Saturday, February 22 -
Standard Registration $1,895

Volume Discount for Multiple Attendees
A 10% discount off of the Standard Rate is available for additional participants from the same firm once two participants have enrolled at the full conference rate. Please contact MMI at 646-868-8500 for the discount code.

Cancellation/Transfer Policy

All cancellations and transfers are subject to a $100 cancellation/transfer fee. Full refunds minus the $100 cancellation/transfer fee will be granted for cancellation requests received prior to 5:00 PM ET on Friday, March 6, 2020. After that time, no refunds or credits will be granted, however, your registration can still be transferred to another individual at your firm. To cancel or transfer your registration, please notify MMI at (646) 868-8500.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you are aware of, or are involved in, an incident at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.


Attendee Registration: or (646) 868-8500

Speaker Registration:
Zelle Richardson or (646) 868-8510

Fees & Billing:
Samantha Lustig or (646) 868-8516

Sponsor & Exhibitor Opportunities:
Joan Lensing or (646) 868-8518