2021 MMI Emerging Asset Managers Forum

February 10 & 11, 2021

Co-Chairs:
Mike Saliba, Head of U.S. Intermediary Business, Baillie Gifford
Robert Tynes, Manager, RIA Relationships, Confluence Investment Management

What’s your firm’s growth strategy for 2021?

No one could have predicted how the global pandemic would impact asset managers – of all sizes – over the past nine months. Join us virtually for the MMI Emerging Asset Managers Forum to hear firsthand how smaller managers are successfully navigating the current environment – and how they are adapting their growth strategies for future success.

Spend time with leaders from other “emerging” managers, share information and ideas, and leave with a stronger vision of your firm’s path to growth.
You will:

  • hear from c-suite executives at firms that have successfully grown their businesses without sacrificing their core value propositions;
  • learn the pros and cons of outsourcing critical non-investment functions;
  • explore the changing distribution landscape and different growth strategies;
  • debate the advantages (and potential disadvantages) of Model Portfolios; AND
  • participate in small-group roundtables with key gatekeepers from various channels.

Gain fresh energy, perspective, and strategies – as well as new relationships – to help chart your firm’s growth path.

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

Note: Members of the media are welcome to attend all sessions EXCEPT the Sponsor Roundtables at the end of each day.

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


Additional Information

Agenda

Sponsors

Leadership Sponsor

Archer

Sponsorship Opportunities

The Forum represents a unique opportunity to build brand awareness with senior executives from forward-thinking emerging asset managers, showcase your firm's offerings, and make new connections. 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

Standard Registration Fee - $350

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