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mmi conference

2023 MMI Annual Conference

October 11 - 13, 2023

Austin, TX | Omni Barton Creek Resort & Spa

CE Credits

Charged admission

Open to members and non-members

Press allowed

CE Credits:

The Investments & Wealth Institute® has accepted the 2023 MMI Annual Conference program for 11 hours of CE credits towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.


Sharon Wong Hughes, Director, Asset Manager Network, Morningstar Investment Management
Russ Tipper, General Partner, Investment Advisory, Edward Jones

Join us for three days of expert perspective, enlightening conversations, and unparalleled opportunities to connect in-person with investment advisory leaders and colleagues.


Our conference program will examine the key trends shaping the future course of investment advice and solutions with an energizing mix of keynote presentations, focused track sessions, and networking opportunities.

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

  • A "who's who" of advisory solutions industry attendees–An expected audience of more than 600 senior executives from leading asset managers, sponsor firms, and solutions providers.
  • An expansive three-day program–With 25+ sessions, an A-list of industry speakers, and three specialized tracks so you can customize your conference experience.
  • Festive evening activities–The chance to make new connections–and renew old ones–during two memorable evenings that will give you a taste of what makes the Live Music Capital of the World so special.

Reserve your spot now for the investment advisory industry’s marquee event of the year!


Day 1 (Click to Expand Agenda)

Day 2 (Click to Expand Agenda)

Day 3 (Click to Expand Agenda)

Evening Activities

Day 1 (Click to Expand Evening Activities)

Day 2 (Click to Expand Evening Activities)

Partners & Sponsors

2023 Titanium Partner

2023 Platinum Partners

2023 Cobalt Partners

MMI Diversity, Equity & Inclusion Pioneer Sponsor

2023 Annual Conference Gold Sponsors

2023 Annual Conference Silver Sponsors

2023 Annual Conference Bronze Sponsors

Opening Reception Presenting Sponsor

2023 Annual Conference Exhibitors

2023 Annual Conference Hotel Key Card Sponsor

2023 Annual Conference Conference Wifi Sponsor

2023 Annual Conference Media Partner

Sponsor & Exhibitor Opportunities

The 2023 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 here.

For additional information, please contact:
Joan Lensing
EVP, Chief Programming Officer

Registration Fees

Type Registration Date Member Fee Volume Member Fee Non-Member Fee Volume Non-Member Fee
Advance Launch - September 1 $2,070 $1,970 $2,320 $2,220
Early Bird September 2 - September 29 $2,170 $1,970 $2,420 $2,220
Standard September 30 - October 10 $2,270 $1,970 $2,520 $2,220
Leadership Pathway &
Executive IQ Participants
Launch - October 10 $1,816 N/A N/A N/A


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

A volume discount of $300 off the Standard fee applies once 2 registrants from the same firm register for the Annual Conference at the prevailing full price. Only full price registrations are considered in determining eligibility for the Volume Discount. Email for the volume discount code before registering.

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

Hotel Information 

Important Update (September 1)
The MMI room block at the Omni Barton Creek Resort & Spa is approaching capacity. If you are not able to secure a room at the Omni for your desired nights, an additional block of rooms is available at the Hotel Viata Austin, which is a short 9-minute drive from the Omni.

Conference Hotel
Omni Barton Creek Resort & Spa
8212 Barton Club Drive

Austin, TX 78735
(512) 329-4000

Special MMI room rate: $359 per night plus taxes*
Reservation cut-off date: Monday, September 25, 2023

Reserve your hotel room here:

*Important: the special MMI rate is guaranteed for reservations made on or before the cut-off date on a space-available basis.

Omni Barton Creek Resort & Spa is located just outside of downtown Austin, situated on 4,000 wooded acres in the beautiful Texas Hill Country. The resort is located about 18 miles (30 minutes) from Austin-Bergstrom International Airport (AUS) and about 82 miles (1.5 hours) from San Antonio International Airport (SAT).

Additional Hotel
Hotel Viata Austin
320 S. Capital of Texas Hwy
West Lake Hills, TX 78746
(844) 306-6400

Special MM room rate: $259 per night, plus a $15 nightly resort fee, plus taxes*
Reservation cut-off date: Monday, September 25, 2023

Reserve your room here:

*Important: the special MMI rate is guaranteed for reservations made on or before the cut-off date on a space-available basis.


Cancellation/Transfer Policy

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy



Speaker Registration

Lauryn Hughes


Sponsor Opportunities

Joan Lensing