2021 MMI Distribution Leadership Forum

September 17 & 24, 2021
Charged admission | Open to members & non-members | Press allowed

Co-Chairs
Heather Gardner, Financial Institutions National Accounts, William Blair Investment Management
John Moninger, Managing Director, Retail Sales, Eaton Vance Distributors

The pandemic fundamentally – and permanently – rewrote many aspects of the traditional playbook for investment advisory distribution teams. Are you and your sales team prepared for what’s next?

Join us on September 17 & 24, 2021 for the MMI Distribution Leadership Forum, a powerful two-day virtual program that will bring together distribution professionals to unpack how the advisory sales landscape has changed and share best practices for engaging with advisors and clients in the “new normal.”

Key Discussion Topics:

  • Wholesaling in a post-pandemic world – what it takes to be perpetually relevant
  • Advisory product trends – the latest developments and their implications
  • Marketing your wholesaler practice – tools and resources to stand out from the crowd
  • The changing advisor landscape – key trends and what they mean for your business
  • Making efficient use of data – maximizing data analytics and business intelligence
  • To partner or not to partner – best practices and strategies to make partnerships work
  • The future of sales – preparing you and your firm for the changes to come  

Who Should Attend:
Heads of Distribution, Sales Managers, External Wholesalers, Internals, Hybrids, Marketing and Business Intelligence professionals – anyone who is part of the distribution ecosystem

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


Additional Information

Agenda

Partners & Sponsors

2021 Platinum Partner

2021 Cobalt Partners 

Sponsorship Opportunities

The Form represents a unique opportunity to build relationships with senior distribution leaders and sales professionals from leading asset management firms. A limited number of premium sponsorship 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 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

Registration Fees include access to all live sessions plus session playbacks for three months after the event.

Standard Member Registration Fee - $425

Standard Non-member Registration Fee - $475

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.

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