Conference Co-Chairs:
Matthew Huss, 
Vice President and General Manager, Advisory Solutions | Wealth Management Solutions, Ameriprise Financial
Melinda Mecca, Senior Vice President, Director of Investment Solutions | Asset Management, Northern Trust

The virtual set-up opens up exciting opportunities to re-imagine the conference program and sessions. And more individuals will be able to participate and enjoy the content, speakers, and overall experience – all without leaving the comfort and safety of their own homes and offices.

What You Can Expect: 

  • Timely and topical sessions – everything from social justice and leading through adversity to the U.S. election year outlook and how COVID-19 will permanently change the advisory industry.
  • Seven subject matter tracks – so you can build a personalized agenda that suits your interests and needs.
  • New ways to share information and build relationships – two bonus days of Virtual Meetups, Structured Discussion Groups, and Interactive Networking.

This October – from wherever you are – make sure you’re in the virtual “room where it happens” for the investment advisory solutions community.



2020 MMI Titanium Partner
2020 MMI Platinum Partner
2020 MMI Cobalt Partner
2020 MMI Cobalt Partner
Leadership Sponsor
Leadership Sponsor
Leadership Sponsor
Supporting Sponsor

Sponsor & Exhibitor Opportunities

The MMI Annual Conference 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 and Exhibitor packages are available.

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

MMI/Barron's Industry Awards


The winners of this year’s MMI/Barron’s Industry Awards will be announced at a virtual awards ceremony on Thursday, October 22nd at 12:00 PM ET. Now in their twelfth year, the Industry Awards recognize innovation and achievement in the investment advisory solutions industry.

Sign up to attend

Click here to review the Nomination Guidelines and Frequently Asked Questions. If you have any questions, please email awards@mminst.org or call us at (646) 868-8500.

CE Credits

The Annual Conference 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 event.

Cancellation/Transfer Policy

Due to the nature of this event, no refunds or credits will be granted for cancelled registrations and no registration transfers will be permitted.

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 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 registrations – events@mminst.org or (646) 868-8500
Speaker registrations – Zelle Richardson
Fees & Billing – Sam Lustig
Sponsor & Exhibitor Opportunities – Joan Lensing