2023 MMI Summit

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

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.

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

Additional Information


Agenda (check back often and refresh your browser for updates)

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.

Are you a golfer? Kick off your Summit experience early. 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

Yael Grushka-Cockayne
Associate Professor of Business Administration, Darden School of Business
Visiting Associate Professor Administration, Harvard Business School


Dr. David A. Bray
Distinguished Fellow, Henry L. Stimson Center
Non-Resident Distinguished Fellow, Business Executives for National Security

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

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.

Partners & Sponsors


2023 Titanium Partner

2023 Platinum Partners




2023 Cobalt Partners




2023 Keynote Sponsors


Branded Key Card Sponsor 

Technology Sponsor


Diversity and Inclusion Pioneer Sponsor



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

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.

Hotel Information

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

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.

Important Update (February 23):
Due to strong demand, the MMI room block at the Vinoy® St. Petersburg Resort & Golf Club is now completely booked.

To help you secure accommodations at a nearby hotel:

  • MMI has established an additional room block at the AC Hotel St. Petersburg.

    AC Hotel St. Petersburg
    110 2nd Street North, St. Petersburg, Florida 33701
    0.7 miles from the Vinoy | 19 miles from TPA

    Cut-off date: March 14, 2023
    Rate: $329 per night plus taxes
    Book your room here or paste this link into your browser: https://www.marriott.com/event-reservations/reservation-link.mi?id=16770...

    To receive the discounted group rate, please reserve your hotel room by March 14, 2023. Reservations made after this date will be at the hotel's then-available rate. Please note that availability in the MMI room block may also sell out before March 14.

  • You may also search for hotel availability via aRes Travel, a third-party travel planner.

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 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.

The Vinoy Golf Club, 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 and the Tampa and St. Petersburg-Clearwater airports.

Tee time is 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.

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.


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