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mmi conference
mmi conference

2023 MMI Alternative Investments Forum

June 13, 2023

New York, NY | New York Life Headquarters

CE Credits

Charged admission

Open to members and non-members

Press Prohibited


Investments & Wealth Institute has accepted the 2023 MMI Alternative Investments Forum for 6.5 hours of CE credit toward CIMA®, CPWA®, CIMC®, and RMA® certifications.



Melissa Nordfors, 
Managing Director, Head of Alternative Investments Platform Management, Bank of America
Sheila Rapple, Senior Managing Director, Global Head of Investor Services, Private Wealth Solutions Group, Blackstone

The MMI Alternative Investments Forum is back!

Join us June 13 in New York as stakeholders from across the alternative investment ecosystem convene to unpack the current landscape, examine emerging product and distribution trends, and discuss what advisors and clients are looking for in today’s challenging market and economic environment. An all-starline up of industry experts will help us unpack such timely topics as:

  • alternative product structures and vehicles for the HNW market,
  • capital raising in the current market environment,
  • the pros and cons of registered funds,
  • how the industry can move beyond style boxes and up its education game, and
  • the gatekeeper perspective on what it will take to move the alts allocation needle.

Attendance is limited to two registrants per firm.

This event is closed to the media.


Tuesday, June 13

Featured Speakers

Dan Jones, Partner, Bain & Company

Dan Jones

Partner, Bain & Company

Partners & Sponsors

2023 MMI Platinum Partner

Forum Supporting Sponsor

Forum Host

Diversity and Inclusion Pioneer Sponsor

Sponsorship Opportunities

The Forum represents a unique opportunity to build brand awareness with senior executives from the alternative investments space, showcase your firm's offerings, and make new connections. A limited number of premium sponsorship packages are available.

Registration Fees

Time Registration Date Member Fee Non-Member Fee
Early Bird Launch - 5/19/23 $1,195 $1,295
Standard 5/20/23 - 6/12/23 $1,295 $1,395
Leadership Pathway &
Executive IQ Participants1
Launch - 6/12/23 $1,036  

1 - Members of the 2021-2022 Leadership Pathway classes and 2022-2023 Executive IQ cohorts are eligible for a 20% discount off the standard registration fee. Email for the appropriate discount code before registering.

A fee of $100 will be added to registrations processed on-site.


Cancellation/Transfer Policy

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy


Attendee Registration


Speaker Registration

Lauryn Hughes


Sponsor Opportunities

Joan Lensing