MMI Summit 2020

A Virtual Experience

Eric Koestner,
Principal, Packaged Products, Edward Jones
Sue Thompson, Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors

Money Management Institute is committed to deliver insightful and actionable content and help members stay connected as we navigate these unprecedented times. Understandably, we had to cancel the MMI Summit 2020 in-person conference in Orlando.  

About the Virtual Experience
MMI is excited to announce MMI Summit 2020: A Virtual Experience! Starting in April and lasting through May, we’ll be delivering to you all the great sessions and speakers that we had lined up for Summit 2020 in a series of short virtual events.

We will still have an outstanding speaker lineup focusing on the most important industry developments and how they impact growth strategy, leadership management and execution, and bottom-line results, but now through a completely virtual experience.

The 2020 Program
Expectations are higher than ever in the advice business – on all fronts. What once was considered “wow” factor is now table stakes. Firm budgets will be challenged. How can wealth managers, asset managers, and solutions providers deliver an outstanding – and differentiated – client experience as needs and preferences evolve rapidly?

MMI’s virtual sessions will examine The Value-Add Imperative from all sides, sharing expert insights, diverse perspectives, and new approaches to enhance the value proposition of every stage and experience – and all participants – in the advice delivery chain.

For more information on MMI Summit 2020, contact us at (646) 868-8500 or

Additional Information



Featured Speakers

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Craig Pfeiffer
President & CEO
Money Management Institute
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Michael Durbin
President of Fidelity Institutional
Fidelity Investments
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Annie Brown
Head of Broker/Dealer Distribution
T. Rowe Price
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Jay Rattigan
Head of Managed Investments Oversight
Merrill Lynch
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Casey Wamsley
Senior Investment Consultant
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Tyler Cloherty
Head of Knowledge Center
Casey Quirk
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Chloe Gardner
Senior Consultant
Casey Quirk
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Kathy Freeman Godfrey
Kathy Freeman Company
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Lauren Boyman
Chief Marketing Officer
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Stephen Tisdalle
Chief Marketing Officer
State Street Global Advisors
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John Moninger
Director of Retail Sales
Eaton Vance
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Mark Donoghue
Managing Director
Global Head of ETPs & SMAs
Merrill Lynch
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Robert Pettman
Executive Vice President
Investment & Advisory Platform Solutions
LPL Financial
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Eric Koestner
General Partner, Packaged Products
Edward Jones
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Michael Foy
Senior Director, Wealth Management Practice
J.D. Power
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Thomas Sholes
Chief Strategy Officer
Managing Director
Head of Global Strategy and Product Management
BNY Mellon Pershing
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Brendan Clark
Clark Capital Management Group
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Greg Weiss
Managing Director
Head of Managed Accounts
Clint Harris
Clint Harris
Head of Wealth Management Platforms
Gary Gallagher
Gary Gallagher
Head of Investment and Managed Solutions
Eve Cout
Eve Cout
Director, US Wealth Advisory Model Portfolio Pillar
Peter Keuls

Peter Keuls 
Head of Preformance Consulting Practice
Global Head of Wealth Management

David Lo
David Lo
Associate Partner, Client Insights Practice
Lee Kowarski
Lee Kowarski
Vice President
Head of Data Science and Distribution Solutions
Ken Burd
Ken Burd
Director, Distribution Business Intelligence
Principal Global Investors
Jeff Mehi
Jeff Mehi
Vice President
Sales Strategy & Enablement
US Global Wealth Managment

Gretchen O'Hara
Vice President 

Joe Duran
Head of Personal Financial Management 
Goldman Sachs 
Cheryl Nash
Cheryl Nash

CE Credit

Investments & Wealth Institute® has accepted the 2020 MMI Virtual Summit for 8 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. 

For more information, contact or call (646) 868-8500.

Gateway to Leadership Foundation Golf Outing Fundraiser: Wednesday, March 25

Kick off the Summit early and enjoy a round of golf with your industry colleagues. All levels of golfers are welcome for this charitable outing to benefit Gateway to Leadership.

WHAT: Gateway to Leadership, a 501c3 organization administered by MMI, supports a variety of programs to foster career awareness and workforce readiness for students of color from historically underrepresented communities, particularly African Americans and Hispanics, seeking employment opportunities in the financial services industry.

WHERE: Onsite at the Omni Orlando Resort at the championship International Course designed by accomplished architect and golfer Greg Norman. Recently ranked no. 9 in the top overall ranked courses by GOLF Advisor, the International Course provides an authentic link-style experience, reminiscent of the great golf courses of the British Isles.

WHEN: Wednesday, March 25
Tee time is approximately 12:00pm. For members of the MMI Board of Governors and Leadership Pathway program, we will have you back to the hotel in time for your joint function.

PARTICIPATION: The cost to participate in the outing is $350 per person – 50% of that amount is tax deductible as a donation to Gateway. Included with the outing are:

  • Greens fees and cart fees (club rentals are available for an extra fee)
  • Box lunch, special contests, and appetizers/beverage post round

Registration Fees

Registration Fee: $1,295

Note: If you previously registered for the MMI Summit in Orlando, you have been automatically registered for the Virtual Experience and we will be issuing you a $500 credit toward your previously paid Summit registration.

Cancellation/Transfer Policy

Due to the nature of this event, no refunds or credits will be granted for cancelled registrations and no registration transfers will be permitted.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you are aware of, or are involved in, an incident at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.


Attendee Registration: or (646) 868-8500

Speaker Registration:
Zelle Richardson or (646) 868-8510

Fees & Billing:
Samantha Lustig or (646) 868-8516