2027 MMI Thrive Forum
March 31 - April 01, 2027
New York, NY | Deutsche Bank Center
Charged admission
Open to MMI members and non-members
Press prohibited
CE Credits:
The 2027 MMI Thrive Forum is being submitted to the The Investments & Wealth Institute® CIMA®, CPWA®, CIMC®, and RMA® certifications. If credits are approved, the relevant approval code(s) will be shared with attendees after the event.
Overview
Join us for the 2027 MMI Thrive Forum, part of MMI's Thrive community, where emerging asset managers connect with the people, insights, and opportunities that help accelerate business growth.
Today's emerging asset managers face a complex and competitive landscape. From evolving distribution models and increasing competition for advisor attention to rising costs and limited resources, navigating the path to sustainable growth requires sharper strategies, stronger relationships, and informed decision-making.
The MMI Thrive Forum brings together emerging asset management leaders, experienced industry peers, and key distribution partners to help firms navigate growth challenges, build valuable relationships, and move forward with greater confidence.
Programming explores critical business priorities, including distribution strategy, digital marketing, technology, and evolving industry dynamics. A cornerstone of the Forum is its small-group, peer-level discussions with representatives from wirehouses, national firms, TAMPs, RIAs, and other key distribution channels. These conversations provide a unique opportunity to gain firsthand insights and build relationships that can help move business forward.
Space is limited and will fill quickly. Attendance is reserved for senior executives at asset management firms (AUM < $25 billion).
Interested in registering? Contact Joel Schiffman at jschiffman@mminst.org or 646.868.8509.
Agenda
Watch this space for the release of the 2027 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 Wednesday, March 31. The first session will kick off at 10:00 AM. The Forum will close no later than 1:30 PM on Thursday, April 1.
Host Firm
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
Valerie Arroyos
Managing Director
Chief Operating Officer
Kensington Asset Management
Adam Grossman
Global Equity Chief Investment Officer
RiverFront Investment Group
Vadim Levin
Vice President
Head of National Accounts & Sub-Advisory
Congress Asset Management
Alex Morris
Co-Founder
Chief Executive Officer
F/m Investments
Shelby Murphy
Chief Marketing Officer
Main Management
Registration Fees
| Registration Date | Member Fee | Non-Member Fee |
| Launch – January 8 | $1,700 | $4,200 |
| January 9 - February 27 | $1,920 | $4,200 |
| February 28 - April 1 | $2,100 | $4,200 |
*A fee of $100 will be added to registrations processed on-site.
Venue
Deutsche Bank Center
1 Columbus Circle
New York, NY 10019
Hotels
Policies
Cancellation/Transfer Policy
All cancellations are subject to a $100 cancellation fee. Full refunds minus the $100 cancellation fee will be granted for cancellation requests received prior to 5:00 PM ET on Friday, March 19, 2027. After that time, no refunds or credits will be granted, however, your registration may be transferred to another individual at your firm. To cancel or transfer your registration, please contact MMI at (646) 868-8500.
MMI Conference Code of Conduct/Antitrust
Health & Safety Protocols
Contact
