Bringing the Investment Industry Together to Shape the Future

2025 MMI Annuity & Insurance Solutions Forum

Explore trends and strategies shaping annuities and insurance solutions.Forum Co-Chairs:Ann Nanda,

2025 MMI Annual Conference

Conference Co-Chairs: Kara Grehan, Head of Global Financial Institutions, BNY InvestmentsJohn

2025 MMI Institutional Forum

This event is sold out.Explore key trends and insights shaping the future of the institutional

2025 MMI Women in Advisory Solutions Forum

Empower. Connect. Lead.Forum Co-Chairs:Suzanne Casey, Co-Head of Wealth Client Group, Northern

2025 MMI Leadership Pathway Seminar

Seminar Co-Chairs:Mindy Freedman, Vice President, SMA Enterprise Distribution, Fidelity

Executive IQ Cohort 5 - Darden-in-Residence I

Through a combination of academic sessions and workshops, this year’s Residency promises to provide

2025 MMI Alternative Investments Forum

Explore key trends and insights shaping the future of alternative investments. Forum Co-Chairs: 

2025 MMI Thrive Forum

Blueprint for Success: Advancing Emerging Asset Managers Join us for the 2025 MMI Thrive Forum.

2025 MMI Summit

Co-Chairs:Annie Brown, Co-Head of Wealth Management, U.S. Intermediaries, T. Rowe PriceJay Link,

2025 MMI RIA Forum

This event is sold out. Forum Co-Chairs:Tom Kiley, Chief Distribution Officer, Calamos

Darden-in-Residence II

Get ready for a high impact and highly experiential residency that will be delivered over two-and-a

2024 MMI Annuity & Insurance Solutions Roundtable

Community Co-Chairs: AJ Jorg, Head of Retirement Intermediary & Insurance Distribution, Goldman