2026 MMI Thrive Forum
April 21 - 22, 2026
New York, NY | Morgan Stanley Offices | 750 7th Avenue | New York, NY, 10019
Charged admission
Open to MMI members and non-members
Press prohibited
CE Credits:
The 2026 MMI Thrive Forum program is being submitted to Investments & Wealth Institute for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. The relevant approval code(s) will be shared with attendees after the event if credits are approved.
Overview
Leading Forum where emerging managers connect and navigate top challenges.
Join us for the 2026 MMI Thrive Forum, part of MMI’s Thrive community – the premier destination for emerging asset managers navigating today’s increasingly complex growth environment.
Emerging asset managers are facing mounting pressure: intensified competition for advisor attention, fee compression, rising platform and technology costs, and constrained distribution resources. Building on 2025’s Blueprint for Success, this year’s Forum moves from strategy to action. Our 2026 theme, “Playbook for Execution: Activating Growth in Asset Management,” is designed to help firms quickly assess what’s working, pivot where needed, and set up practical strategies to gain market share.
The 2026 MMI Thrive Forum is designed for senior executives at asset management firms managing under $25 billion in intermediary advisory assets. Programming is tailored to the real-world challenges emerging asset managers face today, with focused sessions on digital marketing, distribution models, and technology roadmaps. A centerpiece of the Forum is a series of small-group, peer-level discussions with allocators from wirehouses, national firms, TAMPs, RIAs, and other key distribution channels. These sessions are designed to surface candid feedback, pinpoint custom opportunities, and translate insight into actionable next steps.
Space is limited and will fill quickly. Attendance is reserved for asset managers (AUM < $25 billion) and is limited to two participants per firm.
Interested in registering? Contact Joel Schiffman at jschiffman@mminst.org or 646.868.8509.
Thrive Team
Robbie Cannon
Joel Schiffman
Agenda
Watch this space for the release of the 2026 MMI Thrive Forum agenda. Our planning committee is building out an exciting program focused on the issues that are top-of-mind for leaders at emerging asset managers and with lots of dedicated time for small-group, peer-to-peer discussions.
For travel planning purposes, the Thrive Forum will begin with Registration and a Networking Breakfast at 9:30 AM on Tuesday, April 21. The first session will kick off at 10:00 AM. The Forum will close no later than 1:30 PM on Wednesday, April 22.
Host Firm
2026 MMI Thrive Bronze Sponsors
Sponsor & Exhibitor Opportunities
MMI’s Thrive 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:
Joel Schiffman
Executive Vice President, Head of Thrive, Co-Head of MMI Membership Services
jschiffman@mminst.org
646.868.8509
Thrive Steering Council
Bonnie Belskis
Director of National Accounts
Confluence Investment Management
Adam Grossman
Global Equity CIO
RiverFront Investment
Group
Heather Lindsey
Head of Distribution
Crossmark Global
Investments
Alex Morris
Co-Founder
Chief Executive Officer
F/m Investments
Shelby Murphy
Chief Marketing Officer
Main Management
Mark Rewey
Managing Director
Segall Bryant & Hamill
Registration Fees
| Registration Date | Member Fee | Non-Member Fee |
| Launch – January 30 | $1,595 | $3,790 |
| January 31 – February 27 | $1,745 | $3,790 |
| February 28 – April 21 | $1,895 | $3,790 |
*A fee of $100 will be added to registrations processed on-site.
Venue
Morgan Stanley Offices
750 7th Avenue
New York, NY, 10019
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Policies
Cancellation/Transfer Policy
MMI Conference Code of Conduct/Antitrust
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