2021 MMI Annual Conference

October 20-28, 2021
Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Tom Sholes, Chief Strategy Officer, Managing Director, BNY Mellon | Pershing
Lily Trager, Director of Investing with Impact, Head of Impact Solutions, Morgan Stanley

 

 

SHAPING THE FUTURE TOGETHER

Join us October 20-28 for MMI’s 2021 Annual Conference. Now in a virtual format, this year’s event will bring together the business executives, innovators, and thought leaders driving the accelerated transformation taking place in the investment advisory arena.

While we can’t be together in person, we can promise you a thought-provoking program packed with important topics, all-star speakers, and opportunities to connect with colleagues from across the industry.

Be part of the excitement and dialogue – and plan to bring your team! Group pricing makes it possible to share the Annual Conference experience with associates who might not have been able to attend in person.

Questions? Contact us at events@mminst.org or (646) 868-8500. We hope you can join us this October – from wherever you are.


Additional Information

Agenda

Partners & Sponsors

2021 MMI Titanium Partner

 

2021 Platinum Partners
 

 

2021 Cobalt Partners

 

 

Gold Sponsor
 

Bronze Sponsors

 

 

 

Sponsorship 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 Sponsor and Exhibitor packages are available.

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

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.

Registration Fees

Both Individual and Enterprise registrations provide access to ALL sessions during the conference – over 25 hours of content! This includes all general sessions and sessions in each of the five subject matter tracks:

  • Distribution
  • Investment Solutions
  • Leadership
  • Retirement
  • Tools & Technology

In addition, registrants will be able to access playbacks of any sessions they miss live for a period of three months after the conference.

Individual Pricing (for individual registrants)

  • Early Rate (Through Sept 30): $995
  • Standard Rate (Oct 1 - Oct 28): $1,095

Enterprise Pricing (for multiple registrants from the same firm)

  • Firms with 2-4 registrants are eligible for a 5% registration discount.
  • For 5 or more registrants from the same firm, discounted bundles are available in increments of 5, 10, 15, 20 and 50 participants. View the Enterprise Pricing packages.
    Example: For the cost of sending 5 attendees to the conference if it was held in-person, 20 individuals from your firm can attend virtually.

Contact MMI for details and/or the Enterprise Pricing Commitment Form at events@mminst.org or (646) 868-8500.

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 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