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2025 MMI Summit

2025 MMI Summit

March 27 - 28, 2025

Fort Lauderdale, FL | Marriott Harbor Beach Resort & Spa

CE Credits

Charged admission

Open to MMI members only

Press prohibited

CE Credits:

The Investments & Wealth Institute® has accepted the 2025 MMI Summit program for 6 hours of CE credits towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. The relevant approval code(s) will be shared with attendees after the event.

Overview

Co-Chairs:
Annie Brown, Co-Head of Wealth Management, U.S. Intermediaries, T. Rowe Price
Jay Link, Managing Director, Head of Fiduciary Programs and Platforms, Bank of America Merrill Lynch

The Summit is MMI’s marquee annual leadership event that brings together the investment advisory industry’s most senior business leaders from asset managers, wealth managers, and solutions providers.

Our leading-edge conference program will delve into the key trends driving the future of investment advice and solutions, with an exciting blend of keynote presentations, smaller group breakouts, and extensive networking opportunities.

Featured Speakers

Chef Marcus Samuelsson

Award-Winning Chef, Restaurateur, Author, Activist

Sponsored by:

Steve Brown

AI Futurist

Bobby Parmar

Professor of Business Administration at the University of Virginia Darden School of Business

Agenda

Watch this space for updates to the 2025 MMI Summit agenda.

Day 1 (Click to Expand Agenda)

Thursday, March 27, 2025

Time	Description
11:00 AM - 1:00 PM 2 Hr	Registration and Executive Networking Luncheon
1:00 PM - 1:15 PM 15 Min	Welcome and Opening Remarks Craig Pfeiffer, President and CEO, Money Management Institute Joan Lensing, Executive Vice President, Chief Programming Officer, Money Management Institute Summit Co-Chairs: Annie Brown, Co-Head of Wealth Management, U.S. Intermediaries, T. Rowe Price Jay Link, Managing Director, Head of Fiduciary Programs and Platforms, Bank of America Merrill Lynch
1:15 PM - 2:00 PM 45 Min	Opening Keynote Presentation Business, Brands and Growth Join Chef Marcus Samuelsson for an inspiring discussion on culinary artistry and business acumen. Based on his own experience propelling many ventures to great heights, Samuelsson will explore how passion, innovation, and strategic thinking can drive success in and beyond the culinary industry. Learn essential growth strategies, the importance of building and nurturing high-performing teams, leadership dynamics, and how to foster a collaborative work environment. This presentation promises to be an educational journey through the multifaceted world of culinary entrepreneurship, offering valuable takeaways for leaders aiming to elevate their teams, businesses, and brands. Chef Marcus Samuelsson, Award-Winning Chef, Restaurateur, Author, Activist Introduction: Crista Demasi, Managing Director, Head of Strategic Accounts, Wires & Global Banks, Invesco US Sponsored by:
2:00 PM - 2:40 PM 40 Min	AI Now & Next: Be Ready for the Future of AI AI is evolving at lightning speed, reshaping industries and redefining work. Businesses are racing to craft AI strategies, while professionals must adapt to stay relevant. In this high-energy keynote, AI futurist Steve Brown delivers a visually stunning, knowledge-packed session on the latest AI breakthroughs and what’s next. He demystifies AI’s core types, explores its game-changing impact on customer experience, operations, and employee performance, and examines the next waves – reasoning, agents, spatial AI, and next-gen robotics. Packed with practical insights, this talk will prepare you to harness AI’s power for competitive advantage and personal growth. Steve Brown, AI Futurist
2:40 PM - 3:10 PM 30 Min	Refreshment and Networking Break
3:10 PM - 3:50 PM 40 Min	The Rise of Private Market Investments in Wealth Management: Opportunities & Challenges The advent of semi-liquid structures has made it easier for private asset managers to offer their products to affluent and HNW investors. However, introducing new product structures and asset classes to the wealth management market also entails unique challenges and risks. This expert panel takes a candid look at potential hurdles to the adoption of private market investments in the retail market – including determining the most suitable asset classes, the consequences of intermittent liquidity, advisor and investor knowledge gaps, pricing in a fee-based environment, and the risks inherent in the broader adoption of illiquid assets. Moderator: Lee Kowarski, Head of Distribution Solutions, SS&C Technologies Panelists: Cheri Belski, Executive Vice President, Head of Investment Management Solutions, LPL Financial Ron Miller, Head of Asset Manager Partnerships, CAIS Daniil Shapiro, Director, Product Development, Cerulli Associates
3:50 PM - 4:05 PM 15 Min	MMI Member Recognition Awards The 2025 MMI Member Recognition Awards are presented to firms that have gone above and beyond to broaden MMI’s reach within their organizations. Join us as we honor five firms that are embodying MMI’s mission to help colleagues connect, know, and grow. Craig Pfeiffer, President and CEO, Money Management Institute Anne Steer, Head of Distribution, Congress Asset Management
4:15 PM - 5:15 PM 1 Hr	10 in 60: Get Connected! Expanding your network is one of the biggest benefits of the Summit – and this is your chance to do it with ease. In just 60 minutes, you’ll make at least 10 new connections with colleagues from across the investment advisory industry during this structured yet casual session. Come open-minded and prepared to mingle, and we guarantee you’ll have fun, exchange ideas, and make new contacts.
5:15 PM - 7:00 PM 1 Hr 45 Min	Evening Reception and Networking Relax and reconnect with old industry friends – and new ones you’ve just made – during a special outdoor reception to cap the first day of the Summit. We’ll provide the cocktails, tasty South Florida fare, and good company. Afterward, the sights and sounds of Fort Lauderdale and nearby Los Olas Boulevard await those who want to explore the local area.

Day 2 (Click to Expand Agenda)

Friday, March 28, 2025

Time	Description
7:30 AM - 8:30 AM 1 Hr	Networking Breakfast
8:30 AM - 8:40 AM 10 Min	Opening Remarks Summit Co-Chairs: Annie Brown, Co-Head of Wealth Management, U.S. Intermediaries, T. Rowe Price Jay Link, Managing Director, Head of Fiduciary Programs and Platforms, Bank of America Merrill Lynch
8:40 AM - 9:00 AM 20 Min	President’s Update Craig Pfeiffer provides a fast-paced update on MMI’s strategic areas of focus and its latest initiatives on behalf of member firms and the investment advisory industry. Craig Pfeiffer, President and CEO, Money Management Institute
9:00 AM - 9:40 AM 40 Min	Drop Your Tools: Fueling a Winning Culture Through Learning and Adaptation Professor Bobby Parmar helps us explore how to build and maintain a winning culture in times of rapid change. Learn how protected “firehouse time” is critical to allow your team to test new ideas and collect immediate observations. Discover how embracing a “drop your tools” mindset can encourage your team to challenge assumptions, let go of outdated methods, and stay open to new approaches – boosting their agility and performance in times of uncertainty. Bidhan ("Bobby") Parmar, Associate Dean for Faculty Development, Professor of Business Administration, University of Virginia Darden School of Business
9:40 AM - 10:00 AM 20 Min	Refreshment and Networking Break
10:00 AM - 10:40 AM 40 Min	Concurrent Breakout Sessions – Choose 1 The Intersection of Retirement Income & Wealth Management As the retirement landscape evolves, the focus has shifted from wealth accumulation to sustainable income generation. With the decline of traditional pensions and the increased reliance on defined contribution plans, institutional investors and fiduciaries must adopt sophisticated strategies to ensure long-term financial security for retirees. Retirement advisors play a critical role in optimizing portfolio construction, risk mitigation, and tax-efficient withdrawal strategies. Hear firsthand how liability-driven investing, dynamic asset allocation, and longevity risk management are being used to help institutions and individuals navigate the complexities of retirement income, ensuring both stability and growth in an increasingly uncertain market. Moderator: Sean Lawlor, Head of Strategic Growth Initiatives, SEI Panelists: Kevin Collins, Head of U.S. Intermediaries, T. Rowe Price Oliver Meng, Director, Senior Fund Manager, MissionSquare Retirement Paula Smith, Senior Vice President, Head of Retirement and College Savings Product and Strategy, Voya Investment Management Win Back Your Time: Tools for Clear Thinking and Focused Action Financial professionals lose 2.5 hours daily to distractions and mental noise. In this hands-on workshop, learn the proven techniques used by top teams to reclaim time and mental clarity. You’ll practice specific methods to organize your thinking, maintain focus amid constant change, and accomplish your most important work with greater ease. Teams using these approaches report gaining back 8-10 hours weekly while feeling more in control. This isn't about working harder – it’s about working better with more clarity and purpose in an increasingly complex environment. Patrick McAndrew, CEO, HARA Managing Individual & Organizational Change: Essentials for Leaders As a manager, it’s your responsibility to help your team make sense of uncertainty and collaborate in ways that create value for stakeholders. This interactive, expert-led session is your chance to engage directly with your peers and discuss how to better handle ambiguity in your decision-making, foster agile thinking, and further develop your own skills – and those of your team – to keep pace with workplace and industry evolution. Bidhan ("Bobby") Parmar, Associate Dean for Faculty Development, Professor of Business Administration, University of Virginia Darden School of Business
10:50 AM - 11:30 AM 40 Min	Concurrent Breakout Sessions – Choose 1 Breaking into the ETF Market: Considerations for Active Managers This panel examines key considerations for traditional active asset managers thinking about entering the ETF market. What product set makes sense given your legacy business? What should the operational structure look like considering your business model? How should you position ETFs alongside traditional long-only mutual funds? What levers should you consider for differentiation? How should you structure a distribution team to effectively go-to-market? Join us for candid perspective from a range of different vantage points to help shape your ETF strategy. Moderator: Bing Waldert, Managing Director, U.S. Research, Cerulli Associates Panelists: Clint Harris, EVP, Head of Wealth Management Platforms and Institutional Consultant Relations, Invesco Suzanne Lieb, Head of North America Marketing, Columbia Threadneedle Investments Kip Meadows, Chief Executive Officer, Founder, Nottingham Navigating the Future of Wealth Management: Embracing Disruptive Innovations In an era when technological advancements and innovative business models are reshaping the financial landscape, wealth management professionals must stay ahead of the curve to remain competitive. This session explores the key disruptors poised to transform the industry, including artificial intelligence, blockchain technology, and robo-advisors. You will gain insights into how these innovations are driving change, the challenges they present, and the opportunities they offer for growth and differentiation. Join us to learn how to prepare for the future of wealth management and leverage disruptive technologies to enhance client experiences and achieve sustainable success. Bruce K. Lee, CEO and Founder, Keebeck Wealth Management Prioritization Mastery: Sharpening Executive Strategy with Proven Frameworks In the high-stakes world of finance and investing, making the right decisions at the right time is everything. This exclusive, hands-on workshop will equip you with a toolbox of prioritization frameworks that will transform how you approach complex, high-pressure decisions. Through dynamic exercises, learn how to streamline competing priorities, identify the most promising opportunities, and lead with clarity. By the end, you'll have a versatile set of strategies – your very own "Swiss Army knife” – to empower your leadership, guide your teams with confidence, and drive exceptional results. Colleen Dunn Hartoonian, Client Strategy and Innovation Lead, AgileSherpas
11:40 AM - 12:20 PM 40 Min	Closing Keynote Presentation Unpacking the Trump Administration’s 100-Day Sprint: The Legislative and Regulatory Outlook Join BlackRock’s Joe Wall, as he navigates the action-packed first few months of the new administration and discusses what to expect as President Trump and his team settle in. Mr. Wall will cover a range of topics, including congressional dynamics, regulatory priorities, and the latest developments with DOGE. Joe Wall, Managing Director, Head of U.S. Government Affairs and Public Policy, BlackRock
12:20 PM - 12:30 PM 10 Min	Closing Remarks

Partners and Sponsors

2025 MMI Titanium Partner

2025 MMI Platinum Partners

2025 MMI Cobalt Partners

2025 MMI Summit Silver Sponsor

2025 MMI Summit Bronze Sponsors

2025 MMI Summit Evening Reception Sponsor

2025 MMI Summit Key Cards Sponsor

2025 MMI Summit Wifi Sponsor

2025 MMI Diversity, Equity & Inclusion Sponsor

Sponsor Opportunities

The 2025 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

Registration Fees

Registration Date	Registration Type	Fee
Launch date – January 31	Advance	$2,295
February 1 – February 28	Early	$2,395
March 1 – March 26	Standard	$2,495
Launch date – March 26	Academy, Leadership Pathway, and Executive IQ Participants*	$1,996

*Members of the 2025 Academy class, 2023-2025 Leadership Pathway classes, and 2023-2025 Executive IQ cohorts are eligible for 20% discount off the standard registration fee. Email events@mminst.org for the appropriate discount code before registering.

Venue and Hotel Information

Marriott Harbor Beach Resort & Spa
3030 Holiday Drive
Fort Lauderdale, FL 33316
954.525.4000

The Fort Lauderdale Marriott Harbor Beach Resort & Spa overlooks a quarter-mile stretch of private beach near the shops, dining, and nightlife of Las Olas Boulevard and is a few minutes from downtown Fort Lauderdale. The hotel is located 7.1 miles from Fort Lauderdale/Hollywood International Airport and 32 miles from Miami International Airport.

Important Update – March 20, 2025
The MMI room block at the Fort Lauderdale Marriott Harbor Beach Resort & Spa and our Summit overflow hotel blocks are now full. However, there are hotels near the Fort Lauderdale Marriott Harbor Beach Resort & Spa that may have accommodations available.
Follow the link to explore hotel options: Hotels Near Fort Lauderdale Marriott Harbor Beach
Please note that availability and rates may vary. We recommend checking each hotel’s website or contacting them directly to confirm current availability and pricing for your stay.