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mmi conference

2023 MMI Annual Conference

October 11 - 13, 2023

Austin, TX | Omni Barton Creek Resort & Spa

CE Credits

Watch MMI’s 2023 Annual Conference "Memory Reel" and relive the highlights of our time together in Austin.

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.


Watch Special Messages from MMI’s Annual Conference Speakers: Jason Dorsey & Phil Hansen

Click here.

Sharon Wong Hughes, Director, Asset Manager Network, Morningstar Wealth 
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

2nd Day 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



Speaker Registration

Lauryn Hughes


Sponsor Opportunities

Joan Lensing