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

The AI Revolution: How It's Transforming Marketing and Customer Experience

Sponsored by the MMI Marketing Community.Join this exclusive fireside chat with Susan Theder, Chief

Credit, Inflation, and Duration: Navigating the Changing Landscape

Market dynamics have made fixed income interesting again! The impact of inflation, interest rates,

Standing Out: Personalization and Tax Management as a Source of Differentiation

While most investment and wealth management firms can agree that investor demand for more

Opening Doors Golf Classic

Co-Chairs: Joel Schiffman, Head of Strategic Partnerships, Schroders Investment ManagementJohn

2023 MMI Leadership Pathway Seminar

Co-Chairs:Tyrus Hilliard, CFP®, Vice President, Portfolio Manager, Morgan Stanley Wealth Management

2023 Distribution Leadership Forum

Co-Chairs:Jeff Carlin, Senior Managing Director, Global Head of Wealth Advisory Services, 

Index Strategies: The Untapped Opportunity

Join FTSE Russell for a discussion of recent findings from their Retail Investor Survey. FTSE

2023 MMI Alternative Investments Forum

Co-Chairs: Melissa Nordfors, Managing Director, Head of Alternative Investments Platform Management

The C-Suite Perspective of Marketing - Expectations and Opportunities

Sponsored by the MMI Marketing Community.Featuring the President of a $1.2 trillion asset manager,

2023 Opening Doors Impact Night

Co-Chairs: Kara Julian, Managing Director, Morgan Stanley Renee Neri, Partner and Head of Americas

2023 MMI Emerging Asset Managers Forum

Co-Chairs: Robbie Cannon, Founder, Board Member, Horizon Investments Steve Carl, Principal, Chief

2023 MMI Summit

Conference Co-Chairs:Jean Heath, Principal Director, Asset Management Relations, EnvestnetBrian