2026 MMI Thrive CEO Roundtable
October 06 , 2026
Morgan Lewis Offices | 1 Federal Street | Boston, MA
Open to MMI Thrive members
Press prohibited
CE Credits:
The 2026 MMI Thrive CEO Roundtable is being submitted to Investments & Wealth Institute for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. If credits are approved, the relevant approval code(s) will be shared with attendees after the event.
Overview
Building on the success of previous Thrive gatherings, this year's program will bring together leaders from emerging asset management firms for a day of candid conversations, peer exchange, and strategic discussion.
Designed specifically for business leaders and C-Suite executives navigating growth, change, and opportunity in today's evolving marketplace, the MMI Thrive CEO Roundtable will provide an unparalleled opportunity to share perspectives, explore common challenges, and discuss strategies for long-term growth and success.
Join us October 6 in Boston as business leaders and C-Suite executives across all Thrive firms gather for what promises to be a valuable and engaging discussion.
This event is closed to the media.
To reserve your spot at the MMI Thrive CEO Roundtable, please email Joel Schiffman at jschiffman@mminst.org.
Agenda
Watch this space for agenda updates. Times/sessions/speakers are subject to change.
Tuesday, October 6 (Click to Expand Agenda)
Roundtable Co-Chairs
Adam Grossman
Global Equity Chief Investment Officer
RiverFront Investment Group
Alex Morris
Co-Founder
Chief Executive Officer
F/m Investments
Sponsors
2026 MMI Thrive Gold Sponsors
2026 MMI Thrive Bronze Sponsors
Venue
Morgan Lewis Offices
1 Federal Street
Boston, MA 02110
MMI Annual Conference
Complete your experience in Boston by also registering for the MMI Annual Conference immediately following the Roundtable on October 7-9 in Boston. If you have registered for the CEO Roundtable, we are pleased to offer you a discounted rate for the Annual Conference. Contact events@mminst.org for the discount code prior to completing your Annual Conference registration.
Hotel Information
MMI Thrive CEO Roundtable attendees are invited to take advantage of the room block established for the MMI Annual Conference at The Westin Boston Seaport District.
The Westin Boston Seaport District
425 Summer Street
Boston, Massachusetts 02210
Special MMI Room Rate: $394 per night plus taxes*
Reservation Cut-off Date: Monday, September 14
Reserve your hotel room here: https://book.passkey.com/go/2026MMI
*Important: The special MMI rate is guaranteed for reservations made on or before the cut-off date on a space-available basis.
The Westin Boston Seaport District redefines personal service with sophisticated style and a refreshing attitude that ensures a truly unforgettable experience. A vibrant neighborhood in an iconic city, the Seaport District offers rich history, world-famous attractions, and hidden gems for those who want to take the path less traveled.
Policies
Cancellation/Transfer Policy
MMI Conference Code of Conduct/Antitrust
Health & Safety Protocols
