MMI Summit 2022

Virtual Program

Mark Granshaw, Managing Director, Head of Consumer Investment Products, Bank of America Merrill Lynch
Jaime Magyera, Managing Director, Chief Operating Officer, US Wealth Advisory Group, BlackRock

The in-person MMI Summit 2022 took place in Ft. Lauderdale, FL on March 24-25, and it was full of energy, riveting content, and meaningful conversation.

The event -- now being offered in a virtual format -- was built around the theme of Forward and examines the key macro trends shaping the future of investment advice and solutions with an exciting mix of keynote sessions and expert panels covering emerging topics:

  • The Six Waves of Artificial Intelligence
  • FORWARD: The Macro Trends Shaping the Future of Advisory Solutions
  • Client Experience: The Path to Successful Customer Journey Mapping
  • Human Capital: Recruitment and Retention During the “Great Resignation”
  • The Intersection of Institutional and Retail Distribution
  • Change Agents: The Future of Platforms, Products, and Advice
  • Advancing DE&I Through a Commitment to Inclusion
  • A Portfolio Fit for One: Can Customized Portfolios Be Delivered at Scale?
  • Leadership in Turbulent Times: Uncertainty as an Asset, Not Just a Liability

Check out these special moments from the in-person event!

Additional Information

Session Descriptions

Registration Fee

Registration Fee: $820.00

CE Credits

Investments & Wealth Institute® has accepted MMI Summit 2022 for 7.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Featured Speakers

Hod Lipson
Professor of Engineering and Data Science
Columbia University

Dr. Mike Barger
Professor of Business Administration at the University of Michigan’s Ross School of Business
Co-Founder of JetBlue Airways and former Chief Instructor at the U.S. Navy TOPGUN School

Partners & Sponsors

2022 Titanium Partner


2022 Platinum Partners



2022 Cobalt Partners





Summit Gold Sponsor


Summit Silver Sponsor


Contact MMI at or (646) 868-8500.