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2025 MMI Women in Advisory Solutions Forum

2025 MMI Women in Advisory Solutions Forum

July 15 - 16, 2025

New York, NY | BNY Offices

CE Credits

Charged admission

Open to MMI members and non-members

Press prohibited

The Investments & Wealth Institute^® has accepted the 2025 MMI Women in Advisory Solutions Forum program for 7 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

Empower. Connect. Lead.

Forum Co-Chairs:
Suzanne Casey, Co-Head of Wealth Client Group, Northern Trust Asset Management
Janice Paletz-Zislis, Director, Senior Relationship Manager, New York Life Investments

This July, the MMI Women in Advisory Solutions Forum is the room where it happens.

Join an inspiring gathering of trailblazing women across asset and wealth management for a premier event dedicated to empowering voices, building meaningful connections, and advancing careers.

Why Attend?

Network with Purpose
Empowerment Through Insight
Upskill for Success
Mentorship & Allyship

Invest in your growth
This is more than just an event—it’s a launchpad. Gain expert insights, spark new ideas, and walk away with practical tools, stronger connections, and a renewed sense of purpose.

All investment advisory professionals—women and men—are encouraged to attend. 

Featured Speakers

Jennifer Ball

Franklin Templeton

Noreen Beaman

East Bay Merchant Partners

Kate Burke

Allspring Global Investments

Suzanne Casey

Northern Trust Asset Management

Kathy Freeman

Kathy Freeman Company

Luci Strauss Garren

Goldman Sachs

Lauren Goodwin

New York Life Investments

Milissa Hutchinson

Macquarie Asset Management

Kristy Ives

Blue Owl Capital

Rachel Jacobs

AMG Funds

Caroline Jureller

PwC

Kimberly LaPointe

Macquarie Group

Meghan McCarthy Brookman

Morgan Stanley

Ali Nest

Morgan Stanley

Marta Norton

Empower

Athena Ole

J.P. Morgan

Janice Paletz-Zislis

New York Life Investments

Leigh-Ann Russell

BNY

Kimberly Roy

Franklin Templeton

Anne Steer

Congress Asset Management

Meg Thompson

Fidelity Investments

Kelly Vives

Allspring Global Investments

Carolyn Weinberg

BNY

Ashley Wood

Broadridge

Agenda

Day 1 (Click to Expand Agenda)

Tuesday, July 15

Time	Description
2:00 PM - 2:30 PM 30 Min	Registration
2:30 PM - 2:45 PM 15 Min	Welcome and Introductory Remarks Forum Co-Chairs: Suzanne Casey, Co-Head of Wealth Client Group, Northern Trust Asset Management Janice Paletz-Zislis, Director, Senior Relationship Manager, New York Life Investments
2:45 PM - 3:30 PM 45 Min	Industry Trends and Outlook Moderator: Caroline Jureller, Senior Manager, Asset and Wealth Management Advisory, PwC Speakers: Lauren Goodwin, Chief Market Strategist, New York Life Investments Kimberly LaPointe, Senior Managing Director, Macquarie Group
3:30 PM - 4:15 PM 45 Min	Finding Confidence to Take Risks and Amplify Your Leadership Voice In financial services, women leaders often face challenges in taking bold risks and owning their voice. This session offers practical tools and coaching strategies to build confidence, communicate with impact, and lead with authenticity and purpose. Speaker: Noreen Beaman, Founder & Executive Coach, East Bay Executive Coaching and Consulting
4:15 PM - 4:30 PM 15 Min	Networking and Refreshment Break
4:30 PM - 5:45 PM 1 Hr 15 Min	Turning High-Stakes Negotiations into the Roles, Recognition, and Rewards You Deserve In this dynamic 75-minute session led by Professor Gavin Kilduff of NYU Stern, senior female leaders in finance will explore how to leverage both positional and soft power to achieve stronger outcomes in high-stakes negotiations. Grounded in cutting-edge research and tailored for executive-level impact, the session will translate strategy into actionable tactics participants can immediately apply. Through a live negotiation exercise and facilitated debrief, the group will practice key techniques for advancing high- stakes conversations around key topics like compensation, securing high-visibility roles, and increasing influence across their organizations—walking away with real-world tools they can use to lead more strategically and negotiate with greater confidence. Academic: Gavin J. Kilduff, Professor of Management and Organizations, NYU Stern School of Business
5:45 PM - 6:45 PM 1 Hr	Networking Reception

Day 2 (Click to Expand Agenda)

Wednesday, July 16

Time	Description
7:45 AM - 8:15 AM 30 Min	Networking Breakfast
8:15 AM - 8:30 AM 15 Min	Day 1 Recap and Day 2 Welcome Forum Co-Chairs Suzanne Casey, Co-Head of Wealth Client Group, Northern Trust Asset Management Janice Paletz-Zislis, Director, Senior Relationship Manager, New York Life Investments Craig Pfeiffer, President & CEO, Money Management Institute
8:30 AM - 9:15 AM 45 Min	Executive Perspective: Leadership, Lessons, and Vision Join Kate Burke, Chief Executive Officer for Allspring Global Investments, for an insightful fireside chat about leadership, lessons, and vision. This session will focus on strategies to elevate your career, build your network, and position yourself as an indispensable partner in driving long-term financial success. Speaker: Kate Burke, Chief Executive Officer, Allspring Global Investments Host: Kelly Vives, Chief Marketing and Communications Officer, Allspring Global Investments
9:15 AM - 10:00 AM 45 Min	Future-Ready Firms: Harnessing Tech and Digital Innovation Moderator: Jennifer Ball, Chief Marketing Officer, Franklin Templeton Speakers: Leigh-Ann Russell, Chief Information Officer and Global Head of Engineering, BNY Carolyn Weinberg, Chief Product and Innovation Officer, BNY
10:00 AM - 10:30 AM 30 Min	Networking & Refreshment Break
10:30 AM - 11:15 AM 45 Min	Women Navigating Sales Challenges Women in sales often face unique hurdles — from earning credibility to finding their voice in male-dominated spaces. This session offers a candid conversation about the realities of being a woman in sales at any stage of your career. You'll walk away with shared strategies, practical insights, and a stronger sense of support as you grow and lead in your role Moderator: Anne Steer, Head of Distribution, Congress Asset Management Speakers: Rachel Jacobs, Managing Director, Head of Client Solutions, AMG Funds Kim Roy, Senior Vice President, Head of Global Distribution Strategy and Implementation, Franklin Templeton Luci Strauss Garren, Vice President \| Senior Relationship Manager, National Accounts, Goldman Sachs
11:15AM - 12:00 PM 45 Min	Identifying Product and Platform Opportunities As the asset management industry faces fee compression, increased demand for customization, and heightened competition, firms are under more pressure than ever to deliver differentiated value. This panel brings together senior asset and wealth management leaders to discuss where the most promising product and platform opportunities lie today – from the expanding role of private markets in retail portfolios to the potential adoption of ETFs as a share class. Whether you're refining your lineup or building next-gen offerings, this session will offer practical insights into how firms can best align product innovation with market needs and distribution realities. Moderator: Ashley Wood, Managing Principal, Data and Analytics Group, Broadridge Speakers: Ali Nest, Managing Director, Head of Investment Solutions Product, Morgan Stanley Milissa Hutchinson, Head of US Wealth Distribution, Macquarie Asset Management
12:00 PM - 1:00 PM 1 Hr	Networking Luncheon
1:00 PM - 1:45 PM 45 Min	Career Journeys: Insights for Each Stage of Your Career During this interactive session, accomplished women leaders from across the industry share pivotal moments from their career journeys. Through candid reflections on key decisions, important discoveries, and lessons from missteps, this discussion will offer valuable insights for professionals at every stage. The session will conclude with an open Q&A—come prepared with your questions to gain personal perspectives and practical advice. Moderator: Kathy Freeman, Founder and CEO, Kathy Freeman Company Panelists: Meghan McCarthy Brookman, Executive Director, Morgan Stanley Marta Norton, Chief Investment Strategist, Empower Meg Thompson, Vice President, Wealth Advisory Managed Solutions, Relationship Management Lead, Fidelity Investments
1:45 PM - 2:30 PM 45 Min	AI Empowerment: Transforming Home and Work for Women in Finance In today's rapidly evolving technological landscape, Artificial Intelligence (AI) is no longer confined to the realms of science fiction or high-tech industries, and time has become one of the most challenging assets to manage. It has become an integral part of our daily lives, offering innovative solutions that enhance productivity, efficiency, and convenience both at home and in the workplace. This session will explore the multifaceted applications of AI, providing attendees with practical insights and strategies to leverage AI technologies effectively in their personal and professional environments. Speakers: Kristy Ives, Managing Director, Blue Owl Capital Athena Ole, Managing Director, JP Morgan
2:30 PM - 2:40 PM 10 Min	Closing Remarks Forum Co-Chairs: Suzanne Casey, Co-Head of Wealth Client Group, Northern Trust Asset Management Janice Paletz-Zislis, Director, Senior Relationship Manager, New York Life Investments

Partners and Sponsors

2025 MMI Women in Advisory Solutions Forum Champion Sponsor

2025 MMI Women in Advisory Solutions Forum Leadership Sponsor

2025 MMI Women in Advisory Solutions Forum Host

Sponsor Opportunities

The 2025 MMI Women in Advisory Solutions Forum 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	Member Fee	Non-member Fee
Launch – June 20	Early	$1,295	$1,495
June 21 – July 15	Regular	$1,395	$1,595

*Members of the 2024-2025 Leadership Pathway classes, and 2024-2025 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.

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