2021 MMI Alternative Investments Forum

July 14 & 15 | Virtual 
Charged admission | Open to members and non-members | Press allowed

Sheila Rapple, Managing Director, Global Head of Investor Services, Private Wealth Solutions, Blackstone
Lina Rubin, Managing Director, Chief of Staff, Wealth Management USA, UBS

Join us for the MMI Alternative Investments Forum, a unique digital event experience that will bring together stakeholders from across the alternative investments ecosystem to unpack the current landscape, examine emerging product and distribution trends, and discuss what advisors and clients are looking for in the post-pandemic world.

Hear from – and connect with – forward-looking leaders at the cutting-edge of innovation in the alternative investments arena. Topics include:

  • The SPAC phenomenon – implications for venture capital and private equity
  • Blockchain, digital and crypto – balancing liquid and illiquid opportunities
  • ESG – addressing the elephant in the alternative investments room
  • Post-pandemic distribution models – what’s working and what’s not
  • The democratization of alternatives – new opportunities for accredited investors
  • Alternative Yield strategies – the search for compelling risk-adjusted returns


  • Connect with fellow attendees during a casual Zoom networking session
  • Get an early look at MMI’s 2021 report on The Retail Distribution of Alternative Investments

We hope you will join us and spread the word to colleagues within your own firm and around the industry.

Questions? Contact us at events@mminst.org or (646) 868-8500.

Additional Information


Partners & Sponsors





Sponsorship Opportunities

The Forum represents a unique opportunity to build relationships with forward-looking senior executives from leading firms in the alternative investments space. A limited number of premium sponsorship packages are available.

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

Featured Speakers

Ric Edelman
Edelman Financial Engines

CE Credits

The Forum 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.

Registration Fees

Standard Registration Fee - $425
Volume Discounts

  • A 10% discount is available for participants 3-5 from the same firm.
  • A 20% discount is available for participant 6 (and any additional) from the same firm.

Please contact MMI at (646) 868-8500 for details and the appropriate discount code.

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 Registration Contact:
Events@mminst.org or (646)-868-8500

Speaker Registration Contact:
Zelle Richardson
zrichardson@mminst.org or (646)-868-8510

Fees & Billing Contact:
Samantha Lustig
slustig@mminst.org or (646)-868-8516

Sponsor Opportunities Contact:
Joan Lensing 
jlensing@mminst.org or (646)-868-8518