2022 MMI Annual Conference

October 19-21, 2022 | Nashville, TN | JW Marriott Nashville
Charged admission | Open to members and non-members | Press allowed

Sold Out

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.

Questions: Contact MMI at events@mminst.org or (646) 868-8500.

Additional Information

Recap - Highlights


VIEW AGENDA (subject to change)

Featured Speakers

Jeff Bush
The Washington Update

Ric Edelman
Digital Assets Council of Financial Professionals (DACFP)

Dani Fava
Group Head of Product Innovation

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

Shundrawn Thomas
Founder & Managing Partner
The Copia Group, LLC

Partners & Sponsors

2022 MMI Titanium Partner

2022 MMI Platinum Partners



2022 MMI Cobalt Partners




Gold Sponsor

Silver Sponsors



Bronze Sponsors



Opening Reception Sponsor

MMI Diversity & Inclusion Pioneer Sponsor

Sponsor & Exhibitor 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

Evening Activities

Wednesday, October 19
6:30-9:00 PM
Opening Reception – Welcome to Nashville!
To cap off Day One, relax with your fellow attendees and enjoy an unforgettable Nashville experience at the Wildhorse Saloon, one of the Music City’s most iconic venues for live music and country line dancing. Bring your boots and your appetite! We’ll provide good company, cocktails, and plenty of local fare. The Wildhorse is located in the heart of downtown Nashville – a short walk from the JW Marriott, Broadway, and the Gulch. Roundtrip transportation will be provided or take a stroll and enjoy the lively streets of the Broadway Historic District renowned for its honky-tonks and live music venues. 

Thursday, October 20
6:30-9:00 PM
MMI Industry Celebration Dinner - Sold Out
On Night Two, give your feet a rest and join us for a special dinner celebration at the JW Marriott. This festive event will provide an opportunity to catch up with industry friends and colleagues in a quieter setting. Be part of the excitement as we:

  • Mark MMI’s 25th anniversary with some surprise guests of honor, 
  • Showcase the mission and work of MMI’s Gateway Foundation, and
  • Announce the winners of the 2022 MMI/Barron’s Industry Awards.

Cancellation/Transfer Policy
Due to the charitable nature of the MMI Industry Celebration Dinner, no refunds will be granted for cancellations. However, you may transfer your registration to another individual without penalty. To cancel or transfer your registration, please contact MMI at 646-868-8500.

CE Credits

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.

Hotel Information

Hyatt Regency Atlanta

Conference Hotel
JW Marriott Nashville

201 8th Avenue South
Nashville, TN 37203 

The JW Marriott Nashville is the city’s first true luxury hotel located in the heart of downtown, just two blocks from Broadway and the Gulch and adjacent to Music City Center. The hotel is located 8.2 miles from Nashville International Airport (BNA).

Important Update (September 12, 2022): The MMI room block at the JW Marriott Nashville is now fully booked.

Here are alternatives to help you secure accommodations at a nearby hotel:

The Holston House Nashville
118 7th Avenue North
Nashville, TN 37203

  • 2-night minimum stay required for nights of Wed, 10/19 and Thurs, 10/20
  • Room rate of $409/night plus applicable taxes and fees
  • Rooms available until block is full or until cut-off date of Thurs, 9/29
  • Call: 888-591-1234 and reference Group Code: G-MMIO
  • Book online here

Search for alternate hotels (Note: aRes Travel is a third-party travel planner).

Rooms are currently available at these nearby hotels on a space and rate available basis:

Cambria Nashville Downtown (0.1 mile | 2-minute walk)
118 8th Avenue South
Nashville, TN 37203
(615) 515-5800

DoubleTree Nashville Downtown (0.8 mile | 17-minute walk)
315 4th Avenue North
Nashville, TN 37219
(615 244-8200

Hampton Inn & Suites Nashville Downtown (0.4 mile | 10-minute walk)
310 4th Avenue South
Nashville, TN 37201
(615) 277-5000

Hilton Garden Inn Nashville Vanderbilt (1.0 mile | 20-minute walk)
1715 Broadway
Nashville, TN 37203
(615) 369-5900

Hyatt House Sobro (0.6 mile | 12-minute walk)
535 Rep John Lewis Way South
Nashville, TN 37203
(615) 248-9888

Registration Fees

Registration Date Registration Type Member Fee Non-Member Fee
Launch date - 9/9 Advance $1,970 $2,470
9/10 - 9/30 Early Bird $2,070 $2,570
10/1 - 10/18 Standard $2,170 $2,670
Launch date - 10/18 Leadership Pathway
& Executive IQ
$1,736 N/A
Volume Discounts2 Attendees 3-4 $1,870 $2,370
  Attendees 5-9 $1,770 $2,270
  Attendees 10+ $1,670 $2,170

A fee of $100 will be added to registrations processed onsite.

1 - Members of the 2019-2022 Leadership Pathway classes and Executive IQ participants are eligible for a 20% discount off the standard registration fee. Email events@mminst.org for the appropriate discount code before registering.

2 - Volume Discounts off the Standard fee are available once 2 registrants from the same firm register for the Annual Conference at the prevailing full price. Greater discounts for additional attendees are available as various attendee thresholds are reached. The discounts are not retroactive to previously registered attendees. Only full price, Leadership Pathway, and Executive IQ registrations are considered in determining eligibility for Volume Discounts. Email events@mminst.org to check eligibilty and/or for the relevant Volume Discount code before registering.

Health & Safety Protocols

MMI continues to monitor the ongoing COVID-19 situation. The health and safety of all Annual Conference participants is our top priority. Consistent with the CDC's guidance to prevent the spread of COVID-19, MMI strongly encourages all Annual Conference attendees to be fully vaccinated and boosted. 

To ensure a safe and healthy experience for all attendees, MMI will be following the guidelines of local authorities and our host venue. The JW Marriott Nashville has implemented a variety of health and safety protocols which may be viewed here.  

If the situation warrants, MMI may implement appropriate attendee requirements and protocols and will share updated information on this page. Please check this page regularly for updates.

Cancellation/Transfer Policy

All cancellations are subject to a $100 cancellation fee. Full refunds minus the $100 cancellation fee will be granted for cancellation requests received prior to 5:00 PM ET on Friday, October 7. After that time, no refunds or credits will be granted, however your registration can still be transferred to another individual at your firm. To cancel or transfer your registration, please notify MMI at 646-868-8500.

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
events@mminst.org or 646-868-8500

Speaker Registration
Robin Hannam, rhannam@mminst.org or 646-868-8509

Fees & Billing
events@mminst.org or 646-868-8500

Sponsorship Opportunities
Joan Lensing, jlensing@mminst.org or 646-868-8518