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Conferences & Events

Helping members connect and keep abreast of industry developments and trends.

Featured

In-Person Event

2024 MMI Annual Conference

Registration is open for MMI's largest event of the year!

October 15-17, 2024 • Charlotte, NC

Register Now
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All Conferences & Events

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Community Meeting

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2024 MMI Institutional Roundtable

Roundtable Co-Chairs: Mark Najarian, Co-Head Global Institutional, American Century InvestmentsMike

September 18, 2024
Open to Non-Members

Community Meeting, Webinar

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MMI Webinar: Interval Funds: If You Build It, Will They Come?

Sponsored by the MMI Alternative Investments Community—Join us on Wednesday, September 25th as we

September 25, 2024
Boston city view

2024 MMI Leadership Pathway - Boston Leadership Connect

We are thrilled to announce the second Leadership Connect will take place on the scenic roof deck

October 02, 2024

Annual Conference

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2024 MMI Annual Conference

Co-Chairs:Kara Julian, Managing Director, Head of Consulting Group, Morgan StanleyBrad Jung,

October 15 - 17, 2024

Summit

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2025 MMI Summit

March 27 - 28, 2025
Open to Media, Open to Non-Members

Annual Conference

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2025 MMI Annual Conference

October 15 - 17, 2025

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Continuing Education
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Open to Non-Members

Community Meeting, Webinar

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MMI Webinar: Navigating DEI Challenges: Strategies for Today's Leaders

Sponsored by the MMI Diversity, Equity & Inclusion Community      Join us on August 1 at 12 PM

August 01, 2024
Open to Non-Members

Community Meeting, Webinar

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MMI Webinar: DOL Fiduciary Rule Update - What are the Implications?

Sponsored by the MMI Annuity & Insurance Solutions Community  Join us for our next Annuity and

June 21, 2024
Open to Non-Members

Webinar

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MMI Webinar: RIA Consolidators: The New Key Accounts?

In partnership with Cerulli Associates Join us on Thursday, June 20 for a discussion of wealth

June 20, 2024

Community Meeting

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2024 MMI National Accounts Roundtable

This event is sold out. Roundtable Co-Chairs: J.P. Galvin, Executive Director, Bahl &

June 18, 2024
Open to Non-Members

Leadership Pathway Seminar

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2024 MMI Leadership Pathway Seminar

The Leadership Pathway Seminar is an exclusive event crafted for emerging leaders in the investment

June 12 - 14, 2024
The Forum Hotel

2024 MMI Board of Governors Retreat

Join us for an experiential Board retreat this June. Through a combination of keynote speaker

June 03 - 05, 2024

Executive IQ Cohort 4 - Darden-in-Residence I

Through a combination of academic sessions, workshops, and interaction with MMI’s Board of

June 03 - 06, 2024
Open to Non-Members

Alternative Investments Forum

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2024 MMI Alternative Investments Forum

Forum Co-Chairs: Bill Golden, Managing Director, Head of Product Solutions, Voya Investment

May 07, 2024
Open to Non-Members

Webinar

2024 MMI Canadian Wealth Management Summit | A Virtual Series

Summit Co-Chairs:Danny Kabeya, Divisional Director, Eastern Canada, Russell InvestmentsMichael

April 24, 2024
Open to Non-Members

Community Meeting, Webinar

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MMI Webinar: Private Markets - Opportunities and Challenges in 2024

Sponsored by the MMI Institutional CommunityJoin us on Wednesday, April 24th at 12PM ET to hear

April 24, 2024
2024 MMI Emerging Asset Managers Forum Powered By Thrive
Open to Non-Members

Emerging Asset Managers Forum

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2024 MMI Emerging Asset Managers Forum

Chair: Robbie Cannon, Head, MMI EAM Thrive Initiative, Money Management Institute  Join us for the

April 17 - 18, 2024
Open to Media, Open to Non-Members

Opening Doors Event

2024 Opening Doors Impact Night

Co-Chairs: Clara Sierra, Senior Director, Moody's Analytics Kyle Thompson, Senior Vice President,

April 16, 2024