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2022 MMI Annual Conference

October 19 - 21, 2022

Nashville, TN • JW Marriott Nashville

CE Credits
Sold Out


The Investments & Wealth Institute® has accepted the MMI Annual Conference program for 11.50 hours of CE credits towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.


Conference Co-Chairs:
Jill Brown, President, Principal Funds Distributor 
Steve Mattus, Managing Director, Global Co-Head of Investment Management, UBS

Join us for 3 days of expert insights, provocative discussions, and the chance to reconnect face-to-face with industry colleagues and peers.
Our conference program examines the key trends shaping the future of investment advice and solutions with an exciting mix of keynote presentations, focused track sessions, and plenty of time for one-on-one conversations. Reserve your spot for the investment advisory industry’s most important gathering of the year – an event 25 years in the making!

Here's a small sampling of what you can look forward to:

  • A "who's who" of advisory solutions industry attendees – Network with an expected audience of more than 500 senior executives from leading asset managers, sponsor firms, and solutions providers.
  • An expansive three-day program – Customize your conference experience with 30 sessions, more than 90 speakers, and four specialized tracks.
  • Festive opening night reception – Relax with your fellow attendees and enjoy an unforgettable Nashville experience at one of the Music City’s most iconic venues for live music and country line dancing. 
  • The MMI Industry Celebration Dinner – Be part of the excitement as we mark MMI’s 25th anniversary, announce the winners of the 2022 MMI/Barron’s Industry Awards, and support the Gateway Foundation’s mission to prepare and engage underrepresented individuals within financial services.


Day 1

Evening Activities

Day 2

Evening Activities

Day 3

Featured Speakers

Jeff Bush

Jeff Bush

The Washington Update

Ric Edelman

Ric Edelman

Digital Assets Council of Financial Professionals (DACFP)

Dani Fava

Dani Fava

Group Head of Product Innovation Envestnet

Shundrawn Thomas

Shundrawn Thomas

Founder & Managing Partner The Copia Group, LLC

Sebastian Terry

Sebastian Terry

Inspirationalist & Author 100 Things: What’s on Your List?

Partners & Sponsors

2022 MMI Titanium Sponsor

2022 MMI Platinum Sponsor

2022 MMI Cobalt Sponsor

Gold Sponsor

Silver Sponsor

Bronze Sponsor

Opening Reception Sponsor

MMI Diversity & Inclusion Pioneer 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