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2024 MMI Emerging Asset Managers Forum

April 17 - 18, 2024

New York, NY | Moody’s Analytics Offices

CE Credits

Charged admission

Open to MMI members and non-members

Press prohibited

CE Credits:

The Investments & Wealth Institute® has accepted the 2024 MMI Emerging Asset Managers Forum program for 6 hours of CE credits towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.


Robbie Cannon, Head, MMI EAM Thrive Initiative, Money Management Institute 
Join us for the 2024 MMI Emerging Asset Managers Forum powered by Thrive, MMI’s exciting new destination for emerging asset managers.

Anti-Fragile [ an-tee-fraj-uhl ] adjective:
Becoming more robust when exposed to stressors, uncertainty, or risk. 
“We've made the structure sturdy and antifragile, so bad weather makes it stronger.”

Every asset manager is exposed to industry pressure points like fee compression, the regulatory environment, marketing constraints, capital allocation decisions, vendor management, and many others. But emerging asset managers are particularly vulnerable. This unique event is geared toward senior executives at asset management firms with less than $25 billion in intermediary advisory assets. The Forum focuses on the pressures that the financial services industry applies to emerging managers and provides strategies that they can use to learn, adapt, and compete. We will explore critical success factors, including flexibility, alignment of key staff, decision-making, and evaluation of industry trends.

PLUS, attendees will:

  • Participate in a series of small-group roundtable discussions with top gatekeepers from the wirehouse, national, TAMP, and other distribution channels. 
  • Learn more about Thrive, MMI’s exciting new initiative to help emerging asset managers share connections, industry insights, and best practices.

Space is limited and will be spoken for quickly. Attendance is limited to two participants per firm.

Interested in registering? 

Contact Arlen Oransky at or 646.868.8505.


For travel planning purposes:

  • Opening Doors Impact Night takes place on Tuesday, April 16 from 5:30-8:00 PM at City Winery (optional; additional and separate registration). More information below.

Day 1 (Click to Expand Agenda)

Day 2 (Click to Expand Agenda)

Thrive Steering Council

  • Robbie Cannon, Head, MMI EAM Thrive Initiative, Money Management Institute
  • Bonnie Belskis, Director of National Accounts, Confluence Investment Management
  • Tiana Brenneise, Director of National Accounts, Sierra Mutual Funds & Ocean Park Asset Management
  • Steve Carl, Principal, Chief Distribution Officer, Chairman of the Executive Committee, Madison Investments
  • Heather Lindsey, Head of Distribution, Crossmark Global Investments
  • Robert Miller, Chief Executive Officer, Frontier Asset Management
  • Mark Rewey, Managing Director, Segall Bryant & Hamill

Partners and Sponsors

2024 Thrive Lead Sponsor

2024 Thrive Champion Sponsors

2024 Thrive Presenting Sponsors

2024 Thrive Sponsors

2024 Platinum Partners

2024 Cobalt Partners

MMI Diversity, Equity and Inclusion Pioneer Sponsor

Forum Host

Sponsor Opportunities

MMI’s new Thrive initiative for Emerging Asset Managers represents a unique opportunity to build brand awareness with senior executives from forward-thinking emerging managers, showcase your firm's offerings, and make new connections. A limited number of premium sponsorship packages are available.

For additional information, please contact:
Arlen Oransky
EVP, Chief Membership Officer

Registration Fees

Registration DateRegistration TypeMember FeeNon-member Fee
Launch date – March 1Early$1,495$1,595
March 2 – April 16Standard$1,595$1,695
Launch date – April 16Leadership Pathway and Executive IQ program participants1


A fee of $100 will be added to registrations processed on-site.
Please contact MMI at with any questions.

1Leadership Pathway discount is 20% off the standard registration fee for 2022-2023 classes only.  
 Executive IQ® discount is 20% off the standard registration fee for 2022-2023 cohorts only.


Thank You to Our Forum Host:



7 World Trade Center (250 Greenwich Street)
52nd Floor
New York, NY 10007

Nearby Hotels

Hotels near Moody’s Analytics Offices (all within walking distance):

Courtyard by Marriott Downtown NYC/Financial
215 Pearl St, New York, NY 10038

Courtyard by Marriott World Trade Center
100 Greenwich St, New York, NY 10006

The Frederick Hotel
95 W Broadway, New York, NY 10007

Gild Hall, A Thompson Hotel - part of Hyatt
15 Gold St, New York, NY 10038

Hyatt Centric Wall Street New York
75 Wall St, New York, NY 10005

Millennium Downtown
55 Church St, New York, NY 10007

Moxy NYC Downtown
26 Ann St, New York, NY 10038

Smyth Tribeca Hotel
85 W Broadway, New York, NY 10007

The Washington Hotel
8 Albany St, New York, NY 10006

Make a Difference the Night Before!

Kicking off the Forum will be a night full of live entertainment, insightful speakers, and the chance to connect with peers over a glass of wine and stunning views. Opening Doors Impact Night takes place April 16 from 5:30-8:00 PM at City Winery in NYC. By arriving for the Emerging Asset Managers Forum a night earlier, you'll not only join in on the fun of Opening Doors Impact Night, but you'll also support meaningful change in diversity, equity & inclusion in the financial services industry. All proceeds from the event go to the efforts of the Gateway Foundation. Don't miss this unforgettable night. Registration for this event and more details can be found here.


Cancellation/Transfer Policy

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Health and Safety Protocols



Attendee Registration and/or Sponsor Opportunities

Arlen Oransky

Speaker Registration

Erik Burns