Home
Events
2027 MMI Summit

2027 MMI Summit

March 03 - 05, 2027

Tampa, FL | JW Marriott Tampa Water Street

CE Credits

Charged admission

Open to MMI members only

Press prohibited

CE Credits:

The 2027 MMI Summit program 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

Where influential leaders exchange perspectives on the future of investment advice.

The MMI Summit is the premier event for senior leaders across the investment advisory industry. It is by invitation only, bringing together a select group of leaders for elevated dialogue on the macro trends shaping the future of investment advice and solutions. Designed to foster meaningful peer connections and candid discussion, the Summit offers an intimate, executive-level environment where participants engage with forward-thinking ideas, share perspectives with industry peers, and help shape what’s ahead for investment advisory solutions.

The MMI Summit is a leadership conference built for senior-level executives and restricted to MMI member firms. As a rule, attendees are C-suite level, EVPs, SVPs, Managing Directors, Directors, and business unit leaders with responsibility for investment advisory distribution, product, platform, technology, and strategy. To preserve the intimate feel of the Summit, each member firm is permitted to send up to four attendees. Any registration that does not meet the above qualifications may be subject to cancellation.

Co-Chairs

Sarah Johnson

Head of Marketing
Capital Group

Amos Robinson

Managing Director
Head of Wealth and Asset Management Solutions
Charles Schwab

Agenda

Watch this space for the release of the 2027 MMI Summit agenda. Our planning committee is building an exciting program focused on the issues that are top-of-mind for advisory industry leaders and with plenty of dedicated time for elevated networking and peer-to-peer discussions.

For travel planning purposes, the Summit will begin with a welcome reception on Wednesday, March 3. Day 2 on Thursday, March 4 will kick off bright and early at 8:30 AM – and after a full-day of exciting sessions and speakers, we’ll enjoy a Special Evening Reception. On Friday, March 5, the conference will conclude with a networking breakfast.

Sponsor & Exhibitor Opportunities

The 2027 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:
Paul Zettl
EVP, Chief Programming Officer
pzettl@mminst.org
646.868.8528

Registration Fees

Registration Date	Fee
Launch - December 30	$2,345
December 31 - February 12	$2,495
February 13 - March 3	$2,595
Launch - March 3*	$2,205.75

*2025 and 2026 Executive IQ Cohort participants (if designated as part of their firm’s allocated slots)

Venue

JW Marriott Tampa Water Street
510 Water Street
Tampa, Florida 33602

Hotel

JW Marriott Tampa Water Street
510 Water Street
Tampa, Florida
33602

The JW Marriott Tampa Water Street is located along the Tampa Riverwalk in downtown Tampa. The luxury hotel offers easy access to the area’s dining and attractions, along with rooftop pools and a spa for guests who prefer to relax on property. It is approximately 7 miles from Tampa International Airport (TPA) and 17.5 miles from St. Pete–Clearwater International Airport (PIE).

Special MMI room rate: $389 per night plus taxes*
Reservation cut-off date: Sunday, February 7, 2027

*The special MMI rate is guaranteed for reservations made on or before the cut-off date on a space-available basis

IMPORTANT INFORMATION ABOUT RESERVING HOTEL ACCOMMODATIONS: Once you register for the conference, you will receive an email confirmation with the hotel reservation link to secure your accommodations at the MMI group rate.