2021 MMI Annual Conference

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

Tom Sholes, Chief Strategy Officer, Managing Director, BNY Mellon | Pershing
Lily Trager, Head of Investing with Impact, Managing Director, Morgan Stanley Wealth Management





Sessions are now available on demand for MMI’s 2021 Annual Conference. This year’s event brought together the business executives, innovators, and thought leaders driving the accelerated transformation taking place in the investment advisory arena. It was a thought-provoking program packed with important topics and all-star speakers from across the industry.

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

Additional Information


Partners & Sponsors

2021 MMI Titanium Partner


2021 Platinum Partners


2021 Cobalt Partners



Gold Sponsor

Bronze Sponsor


Supporting Sponsors


Media Relations Sponsor

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
(646) 868-8518

CE Credits

Investments & Wealth Institute® has accepted the 2021 MMI Annual Conference for 26.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. Please contact cecredits@mminst.org for more information.

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

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)

  • Standard Rate: $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.


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