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2025 MMI Leadership Pathway Seminar

2025 MMI Leadership Pathway Seminar

June 11 - 13, 2025

Denver, CO | Hilton Denver City Center

CE Credits

2025 MMI Leadership Pathway Seminar WebSquare Image

Charged admission

Open to MMI members and non-members

The Investments & Wealth Institute^® has accepted the 2025 MMI Leadership Pathway Seminar program for 7 hours of CE credits towards the CIMA^®, CPWA^®, CIMC^®, and RMA^® certifications.

Overview

Seminar Co-Chairs:
Mindy Freedman, Vice President, SMA Enterprise Distribution, Fidelity Institutional^®
Luke Iunker, Vice President, Relationship Management, Kathy Freeman Company

The Leadership Pathway Seminar is an exclusive event crafted for emerging leaders in the investment advisory industry. This unique conference is not just an event; it's a celebration of growth, collaboration, and the evolving landscape of industry leadership.

Designed by and for emerging leaders, this conference goes beyond the conventional. The agenda is tailored to address the specific leadership and professional development needs of those poised to shape the future of investment management. This year's conference will feature two days of groundbreaking sessions PLUS an additional evening of networking (on June 11) at the Hilton Denver City Center to kick off the event.

Be part of this transformative experience, connect with industry visionaries, and propel your career to new heights.

Note: This conference is designed for professionals with 5-10 years of career experience who aspire to enhance their leadership capabilities and make a substantial impact at their firm and within the industry. You do not have to participate in the Leadership Pathway program to attend.

What is the Leadership Pathway program?

Leadership Pathway is a distinguished community and professional development program for selected investment advisory leaders with 5-10 years of industry experience. It promotes networking, collaboration, education, mentorship, and leadership. Members are respected emerging leaders within the industry and are looked upon to display initiative, take an active role in advancing their careers, and help address the important challenges that will shape the industry’s future. MMI is accepting applications for the next Leadership Pathway class – apply now.

Agenda

Watch this space for updates to the 2025 MMI Leadership Pathway Seminar agenda.

Day 1 (Click to Expand Agenda)

Time	Description
4:00 PM - 6:00 PM 2 Hr	Registration and Welcome Reception

Day 2 (Click to Expand Agenda)

Thursday, June 12, 2025

Time	Description
7:30 AM - 8:30 AM 1 Hr	Group Coffee Walks and Registration
10:00 AM - 10:15 AM 15 Min	Welcome and Opening Remarks Seminar Co-Chairs: Mindy Freedman, Vice President, SMA Enterprise Distribution, Fidelity Institutional^® Luke Iunker, Vice President, Relationship Management, Kathy Freeman Company
10:15 AM - 11:00 AM 45 Min	Integrating Leadership into Career Evolution As careers evolve in an ever-changing professional landscape, leadership is no longer confined to formal titles or executive roles. This session explores how leadership can—and should—be integrated at every stage of your career journey. It will help you identify opportunities to lead authentically, build influence, and align your leadership style with your evolving goals. Participants will leave with actionable strategies to cultivate leadership presence, drive impact within their current roles, and position themselves for future growth Skip Schweiss, Chief Executive Officer, Ocean Park Asset Management
11:00 AM - 11:45 AM 45 Min	Understanding Financial Industry Shifts Based on in-depth research from Cerulli Associates, this session provides a comprehensive analysis of the evolving financial services landscape, with a sharp focus on wealth management, asset management, and the future of ETFs. Participants will gain strategic perspectives on where the industry is headed and how firms can position themselves for long-term growth and resilience. Stephen Caruso, Associate Director, Cerulli
11:45 AM - 1:00 PM 1 Hr 15 Min	Networking Luncheon
1:00 PM - 1:45 PM 45 Min	Inside Out: Bridging Internal and Client Communications During Market Volatility In times of market volatility, effective communication is crucial for both internal teams and end clients. This session explores how large firms—broker-dealers and investment managers—tailor messages differently for internal coordination versus client reassurance. We’ll discuss what clients truly need during uncertainty and how firms can balance transparency with clarity and confidence. Marc Freedman, CFP, Chief Executive Officer, Freedman Financial
1:45 PM - 2:30 PM 45 Min	Building Powerful Mentorship and Leadership Bonds Great mentorship and leadership relationships don't start with perfection — they start with curiosity. In this session, you’ll discover how to replace hesitation with bold questions, authentic conversations, and real connections. Walk in with confidence and leave ready to build relationships that fuel your growth and inspire others. Moderator: Matthew Apkarian, Investment Manager, Fidelity Investments Panelist: Anne Steer, Head of Distribution, Congress Asset Management
2:30 PM - 2:50 PM 20 Min	Refreshment and Networking Break
2:50 PM - 3:35 PM 45 Min	Leading Through the Unknown: Strategic Choices in Uncertain Times In times of uncertainty, decision-making can feel like navigating without a map. This session explores practical frameworks and mindset shifts to help finance leaders make confident, strategic choices even when the data is incomplete. Learn how to balance risk, intuition, and analysis to lead boldly through the unknown. Moderator: Mary Carol Stadler, Vice President, Marketing Production, Calamos Investments Panelists: David Geonetta, Vice President, Managed Account Investment Solutions, Fidelity Investments Ryan Liberatore, Vice President – Head of Retirement Internal Sales, T. Rowe Price Shanna Weber, Chief Executive Officer, Prima Consulting
3:35 PM - 3:55 PM 20 Min	Refreshment and Networking Break
3:55 PM - 4:30 PM 35 Min	Graduation of the Class of 2023 All attendees are welcome.
4:30 PM - 6:30 PM 2 Hrs	Graduation Reception After graduating the Leadership Pathway Class of 2023, we will join together for a celebratory reception. All attendees are welcome.

Day 3 (Click to Expand Agenda)

Friday, June 13, 2025

Time	Description
7:00 AM - 7:45 AM 45 Min	Networking Breakfast
7:45 AM - 8:30 AM 45 Min	Resilience and Navigating Career Dynamics Join us for an inspiring fireside chat with Coach David Carle, head coach of the University of Denver’s championship-winning hockey program, as we explore the power of resilience and the realities of navigating career dynamics in high-performance environments. Through candid conversation, Coach Carle will share personal stories, leadership insights, and lessons from the ice that translate to any profession. Moderated in an engaging, conversational format, this session will delve into how to stay grounded through adversity, adapt to evolving roles, and lead with purpose in times of uncertainty. Whether you're an aspiring leader, a seasoned professional, or at a career crossroads, this dialogue offers valuable takeaways on growth, grit, and staying true to your path. Moderator: Grant Holler, Senior Director, Product Manager, Wealth Management Solutions, Steward Partners Speaker: David Carle, Head Coach, University of Denver Men's Ice Hockey Team
8:30 AM - 9:30 AM 1 Hr	Executive Presence: Unlocking Magnetism That Accelerates Leadership Growth Discover what truly draws others to effective leaders by developing your executive presence—the unspoken X-factor that drives influence and advancement. This session explores practical strategies to sharpen your communication, get in front of the right people, and stay on a purposeful leadership path. Whether you're waiting to evolve or ready to take action, you'll leave with the tools to be more intentional, prepared, and impactful. Joel S. Brookman, Executive Director, JP Morgan Asset Management
9:30 AM - 9:45 AM 15 Min	Closing Remarks Seminar Co-Chairs: Mindy Freedman, Vice President, SMA Enterprise Distribution, Fidelity I Institutional^® Luke Iunker, Vice President, Relationship Management, Kathy Freeman Company

Partners and Sponsors

2025 MMI Platinum Partners

2025 MMI Diversity, Equity and Inclusion Sponsor

Sponsor Opportunities

The Seminar represents a unique opportunity to build brand awareness and connect with emerging leaders from across the asset and wealth management industry. 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

Registration Fees

Registration Date	Registration Type	Fee
Launch date – May 2	Early	$995
May 3 – June 11	Regular	$1,195

A fee of $100 will be added to registrations processed on-site.

Venue and Hotel Information

Hilton Denver City Center
1701 California Street
Denver, CO 80202
303.297.1300

The Hilton Denver City Center is in the heart of downtown Denver, a half-mile from the Colorado Convention Center, and just one block from 16th Street, a popular stretch for dining, nightlife, and shopping. The hotel is 24 miles from Denver International Airport (DEN) and 16 miles from Centennial Airport (APA).

Perks of staying onsite:

You’ll be in the center of the action for networking, business-building opportunities, and impromptu get-togethers.
You won’t have to travel to connect with peers, event sponsors, and speakers – which means more time for networking!

Special MMI Rate: $269 per night plus taxes and fees
Reservation Cut-off Date: Friday, June 6, 2025

Reserve Hotel Room