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2023 MMI Summit

March 29 - 30, 2023

Vinoy | St. Petersburg, FL

CE Credits


Investments & Wealth Institute® has accepted MMI Summit 2023 for 9.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.


Conference Co-Chairs:
Jean Heath, Principal Director, Asset Management Relations, Envestnet
Brian Schappert, SVP, Co-Head of US Intermediary Distribution, American Century Investments

The Summit is MMI’s marquee annual leadership event that brings together the investment advisory industry’s senior business leaders from asset managers, wealth managers, and solutions providers. Join us for two days of elevated perspective, thought-provoking insights, and lots of dedicated time for small group, peer-to-peer discussions.

Our Summit program will focus on the issues that are top-of-mind for advisory leaders right now – everything from maintaining a growth mindset in uncertain times to upskilling and talent strategies, preparing for the next big disruptor, and harnessing the power of digital transformation. Don’t miss this unique chance to explore key opportunities and challenges with the brightest minds and most innovative leaders in the advisory space.

Note: The MMI Summit is a leadership conference built for senior-level executives and restricted to MMI member firms. As a rule, attendees are C-suite level, EVPs, SVPs, Managing Directors, Directors, and business unit leaders with responsibility for investment advisory distribution, product, platform, technology, and strategy. To preserve the intimate feel of the Summit, each member firm is permitted to send up to four attendees this year.


Day 1

Evening Activities

Day 2

Featured Speakers

Yael Grushka-Cockayne

Darden School of Business | Harvard Business School

David Bray

Henry L. Stimson Center | Business Executives for National Security

Partners & Sponsors

2023 Titanium Partner

2023 Platinum Partners

2023 Cobalt Partners

2023 Keynote Sponsor

Branded Key Card Sponsor

Technology Sponsor

Diversity and Inclusion Sponsor Pioneer Sponsor