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2022 Emerging Asset Managers Forum

June 23, 2022

Chicago, IL | Baird Chicago Conference Center

CE Credits
Sold Out

Charged Admission

Open to members and non-members

Press Prohibited

CE CREDITS

The  2022 Emerging Asset Managers Forum 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.

Overview

Co-Chairs:
Robbie Cannon, Founder, Horizon Investments
Steve Carl, Principal, Chief Distribution Officer, Madison Investments
Mark Rewey, Director of Marketing & Business Development, Segall Bryant & Hamill

Emerging asset managers face a unique set of issues – nevermore than in today’s extremely fluid business and market environment. What’s your strategy to navigate the current opportunities and challenges and position your firm for future success?

Join us in Chicago on June 23 to hear from a wide range of industry experts, engage in candid discussions with peers at other firms, and gain real-world insights and perspective to chart your firm’s growth strategy.

PLUS – three hours of small-group breakouts will let you connect directly with influential gatekeepers from the Wirehouse, National, TAMP, and other key distribution channels.

We hope you will join us and spread the word to colleagues within your own firm and around the industry. Non-members are welcome!

Notes:
This event is closed to members of the media. Due to space limitations, each firm is permitted a maximum of two attendees

The event is by invitation only. If you have any questions about attending, please contact Arlen Oransky at aoransky@mminst.org or (646) 868-8505. Please note, space is limited.

Agenda

Day 1


Featured Speakers

Gui Costin

Founder and CEO | Dakota

Partners & Sponsors

2022 Titanium Partner

2022 Cobalt Partners

Leadership Sponsor

Sponsorship Opportunities

The 2022 MMI Annual Conference represents a unique opportunity to create high-impact brand awareness with investment advisory business leaders and decision-makers and build relationships. A limited number of high-profile Sponsor opportunities are available.

For additional information, please contact:
Joan Lensing
EVP, Chief Programming Officer
jlensing@mminst.org
646-868-8518