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2026 MMI Thrive Roundtable - Philadelphia

2026 MMI Thrive Roundtable - Philadelphia

November 12 , 2026

St. Davids Golf Club | 3:00 - 5:00 PM EST

Complimentary admission

Open to MMI Thrive members only

Press Prohibited

Attendance limited

Overview

The MMI Thrive Philadelphia Roundtable is an invitation-only, small-group gathering for emerging asset management firms designed to foster open, peer-driven conversation. Limited to the first 15 participants, this working roundtable brings together firms navigating similar growth challenges for a facilitated discussion featuring a brief perspective from a wealth manager or platform decision-maker, followed by open dialogue on growth, distribution, operations, and market dynamics. The experience concludes with a hosted cocktail reception, offering additional time to build meaningful connections and continue the conversation in a more informal setting.

Agenda

For planning purposes, the Roundtable will begin at 3:00 PM and end around 5:00 PM.

Formal programming concludes at 5:00 PM, but the conversations continue! Join us after for a networking cocktail reception to continue the conversations with fellow attendees.

Registration Fees

Registration is complimentary*

*Disclaimer: Registration is limited to MMI Thrive firms ONLY. If you register for this event and are not an employee of an emerging manager (AUM < $25B), your registration will be canceled.