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Introduction

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.

REGISTER NOW


 

2020 Titanium Partner
2020 Platinum Partner
2020 MMI Cobalt Partner
2020 MMI Cobalt Partner
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
jlensing@mminst.org
(646) 868-8518

MMI/Barron's Industry Awards

MMI_Barron's_Industry_Awards

 

NOMINATIONS DUE BY TUESDAY, SEPTEMBER 8

Nominations are open for the 2020 MMI/Barron’s Industry Awards recognizing innovation and leadership in the investment advisory solutions industry. Now in their 12th year, the Awards celebrate outstanding achievement and honor firms that have raised the bar by delivering superior solutions for financial advisors and investors over the past year.

We encourage you to join us in celebrating the best of all the good work being done in the investment advisory solutions industry to help investors achieve better financial outcomes and fulfill their lifetime goals. Nominate your own firm or submit a nomination for another firm whose work you admire.

FOR 2020, THERE ARE 12 AWARD CATEGORIES:

OPEN TO ANY TYPE OF FIRM
Digital Innovation Honoring technological innovations that enhance the investor or advisor experience with investment advisory solutions Download Nomination Form
“Doing Good” Honoring programs that support a deserving cause or give back to the communities we serve Download Nomination Form
Social Justice Honoring exemplary commitment and progress in embracing and advocating social justice in the investment advisory solutions industry Download Nomination Form
Sustainable & Impact Investing Honoring programs and products that support awareness and adoption of Sustainable & Impact Investing Download Nomination Form
Distribution Excellence Honoring firms that exemplify excellence and innovation in advisor sales support both in the field and from the home office Download Nomination Form
Thought Leadership/
Education
Honoring programs, research, educational campaigns and thought leadership that meaningfully advance industry knowledge and understanding of topics key to the future of advisory solutions Download Nomination Form
Disruption Honoring products, technologies and processes that will fundamentally alter the future delivery of advisory solutions Download Nomination Form
OPEN TO WEALTH MANAGERS  
Wealth Manager Platform
of the Year
Honoring a wealth management firm whose investment advisory platform exemplifies innovation in delivering better outcomes for investors and financial advisors Download Nomination Form
OPEN TO ASSET MANAGERS  
Asset Manager of the Year (AUM of less than $10 billion) Honoring a smaller asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors Download Nomination Form
Asset Manager of the Year (AUM of $10-50 billion) Honoring a mid-size asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors Download Nomination Form
Asset Manager of the Year (AUM of more than $50 billion)  Honoring a larger asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors Download Nomination Form
OPEN TO TECHNOLOGY/SERVICE PROVIDER FIRMS  
Solutions Provider
of the Year
Honoring a solutions provider firm (technology/service provider) that exemplifies innovation in delivering better outcomes for investors and financial advisors Download Nomination Form

UNIQUE BENEFITS FOR NOMINEES:

Valuable public relations exposure Highlights your firm’s leadership and innovation to MMI members and the larger industry Bolsters your marketing message and thought leadership program

Award winners will be announced during the 2020 MMI Annual Conference: Virtual Event Series. The date of the Awards Ceremony will be announced shortly. Please stay tuned for more details.

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.

NOMINATIONS ARE DUE BY 5:00PM ET ON TUESDAY, SEPTEMBER 8.

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.

Questions

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