2023 MMI Summit

March 29-30, 2023 | St. Petersburg, FL
Charged admission | Open to members only | Closed to media

Co-Chairs:
Jean Heath, Principal Director, Asset Management Relationships, Envestnet; Chair, Envestnet Institute on Campus
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.

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


Additional Information

Agenda

Keep an eye this week for the release of the 2023 MMI Summit agenda. Our planning committee is building out an exciting program focused on the issues that are top-of-mind for advisory industry leaders and with lots of dedicated time for small-group, peer-to-peer discussions.  

For travel planning purposes, the Summit starts on Wednesday, March 29. Check-in and a casual networking luncheon will be available starting at 11:30 AM. The conference will commence at 1:00 PM with sessions running through 5:30 PM. On Wednesday evening, we’ll host an outdoor reception with cocktails and heavy hors d’oeuvres from 6:00 PM – 7:30 PM. On Thursday, March 30, our sessions will conclude by 12:30 PM.

If you’re a golfer, kick off your Summit experience early, and join us for a golf outing to benefit MMI’s Gateway Foundation on Tuesday, March 28 at 12:00 PM at the Vinoy Golf Club.

Featured Speakers

Check this page frequently for updates as speakers are announced.

Registration Fees

Registration Date Registration Type Fee
12/21/22 - 1/27/23 Advance $2,095
1/28/23 - 2/24/23 Early Bird $2,195
2/25/23 - 3/28/23 Standard $2,295
12/21/22 - 3/28/23 Leadership Pathway
& Executive IQ
Participants1
$1,836

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

Hotel Information

Hyatt Regency Atlanta

Conference Hotel
The Vinoy
® St. Petersburg Resort & Golf Club  
501 5th Avenue NE 
St. Petersburg, FL 33701 
(727) 894-1000

 

Special MMI room rate: $339 per night plus taxes & fees*.

Reservation cut-off date: Monday, March 6, 2023.

Reserve your hotel room here.

*Important: the special MMI rate is guaranteed for reservations made on or before the March 6, 2023 cut-off date on a space-available basis.

The Vinoy® St. Petersburg Resort occupies an enviable space along the water’s edge in the heart of dynamic downtown St. Petersburg. The hotel is 19.5 miles from Tampa International Airport and 12 miles from St. Petersburg-Clearwater International Airport.

View the hotel’s COVID-19 safety details here.

Sponsor Opportunities

The 2023 MMI Summit 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
jlensing@mminst.org
646-868-8518

CE Credits

The 2023 MMI Summit program is being submitted to Investments & Wealth Institute for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. If credits are approved, the relevant approval code(s) will be shared with attendees after the event.

Gateway Foundation Golf Outing Fundraiser – Tuesday, March 28

Kick off the Summit early and enjoy a pre-conference round of golf with your industry colleagues on Tuesday, March 28. All levels of golfers are welcome for this charitable outing to benefit the Gateway Foundation.

THE GATEWAY FOUNDATION:
The Gateway Foundation is a 501(c)(3) non-profit organization established by the Money Management Institute to engage underrepresented communities in the financial services industry. The Foundation fosters increased access to financial literacy, industry awareness and job readiness, and professional development opportunities. Our initiatives help prepare, educate, and develop skills necessary for an impactful career in financial services organizations and as industry leaders.

WHERE
One of the St. Petersburg area’s most picturesque golf courses that is sure to delight golfers of all skill levels. The golf facility is conveniently located to the Vinoy Renaissance and the Tampa and St. Petersburg-Clearwater airports.

WHEN
Tee time is approximately 12:00 PM. For members of the MMI Board of Governors and Leadership Pathway program, we will have you back to the hotel in time for your joint function.

PARTICIPATION
The cost to participate in the outing is $395 per person – a portion of that amount is tax deductible as a donation to the Gateway Foundation. Included with the outing are:

  • Greens fees, cart fees, and locker room facilities (club rentals are available for $70 plus taxes).
  • Box lunch, special contests, and appetizers/beverage post round.
  • Return transportation from the golf course to the Vinoy (transportation on your own from the Vinoy or airport to the golf facility).

Health & Safety Protocols

Check this page frequently for updates.

The health and safety of our attendees, sponsors, speakers, and staff is MMI’s top priority. 

MMI is closely monitoring CDC guidelines, federal and local mandates, and the health and safety protocols enacted by the Summit venue. We reserve the right to update Summit attendance requirements as circumstances warrant. This page will be updated to reflect any changes to the health and safety protocols.

By registering for and participating in the Summit, you acknowledge:

  • the contagious nature of COVID-19 and its variants;
  • that you assume the risk that you may be exposed to the virus and become infected as a result of your attendance at the event; 
  • that you accept responsibility for any consequences related to contracting the virus while travelling to or attending the event;
  • that you will follow all safety protocols and guidelines established by MMI to ensure your safety and health – and that of all our attendees – before, during, and after the event. 

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, March 17, 2023. 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 contact MMI at events@mminst.org or (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.

Questions?

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