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BRINGING THE INVESTMENT INDUSTRY TOGETHER TO SHAPE THE FUTURE

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2026 Annual Conference

IN-PERSON EVENT

2026 MMI Annual Conference

Join leaders from across the investment advisory industry for three dynamic days of timely insights, collaborative discussions, and valuable opportunities to engage face-to-face with peers, leaders, and industry experts.

October 7-9, 2026 | Boston, MA

Register Now
2026 MMI Conference and Events Sponsorship Opportunities

SPONSORSHIP OPPORTUNITIES

2026 MMI Conferences and Events

Our curated sponsorship packages help you build high-value relationships, spotlight your brand, and position your firm at the forefront of the investment advisory space.

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All Conferences & Events

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MMI Webinar
Open to Non-Members

Webinar

MMI Webinar: International Growth – How U.S. Asset Managers Can Navigate Regulation, Distribution, and Oversight at Scale

Gain insights into scaling asset management across borders.International expansion is becoming a

July 21, 2026
MMI Thrive Executive Roundtable
Open to Non-Members

Roundtable Discussion

CE

2026 MMI Thrive Executive Roundtable

Building on the success of previous Thrive gatherings, this year's program will bring together

October 06, 2026
MMI Thrive CEO Roundtable
Open to Non-Members

Roundtable Discussion

CE

2026 MMI Thrive CEO Roundtable

Building on the success of previous Thrive gatherings, this year's program will bring together

October 06, 2026
2026 Annual Conference
Open to Media, Open to Non-Members

Annual Conference

CE

2026 MMI Annual Conference

The industry’s leading event for investment advisory professionals. Registration is open for

October 07 - 09, 2026

Summit

CE

2027 MMI Summit

March 03 - 05, 2027
2027 Annual Conference
Open to Media, Open to Non-Members

Annual Conference

CE

2027 MMI Annual Conference

October 20 - 22, 2027

Summit

CE

2028 MMI Summit

March 29 - 31, 2028

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Continuing Education
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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

CE

MMI Webinar: Private Markets - Opportunities and Challenges in 2024

Replay is no longer available. Sponsored by the MMI Institutional CommunityJoin us on

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

Thrive Forum

CE

2024 MMI Emerging Asset Managers Forum

Chair: Robbie Cannon, Head, MMI EAM Thrive Initiative, Money Management Institute  

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

2024 Opening Doors Impact Night

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

April 16, 2024
Open to Non-Members

Community Meeting, Webinar

CE

MMI Webinar: Democratizing Digital Assets and Using them in Portfolio Construction

Replay is no longer available.Sponsored by the MMI Blockchain CommunityJoin us on Tuesday,  

March 26, 2024

Summit

CE

2024 MMI Summit

Co-Chairs:Tim Kresl, Principal, Distribution Insight, Broadridge Sheila Rapple, Senior

March 13 - 14, 2024

Community Meeting, Webinar

CE

MMI Webinar: ETF Product Development and Distribution Trends – Expanding Beyond Passive Exposures to Alts and Buffered ETFs

Replay is no longer available. Sponsored by the MMI Advisory Products & Solutions

March 07, 2024

Community Meeting, Webinar

MMI Webinar: Retirement Income Distribution: Unpacking the Current Environment

Replay is no longer available. Sponsored by the MMI Technology & Digital Advice

February 29, 2024
Open to Non-Members

Webinar

CE

MMI Webinar: The Evolution of Direct Indexing: Product to Platform

The concept of how direct index portfolios are constructed and delivered is changing. Direct

February 28, 2024
Open to Non-Members

Webinar

The NextChapter Innovation Summit

A special NextChapter event presented in conjunction with MMI. Join industry leaders employing

January 25, 2024
Open to Non-Members

Webinar

MMI Webinar: The Rise of Retail Alternatives

The retailization of alternatives is already underway. Greater democratization of private equity,

December 14, 2023
Open to Non-Members

Webinar

CE

MMI Webinar: Make Your Money Work for You

A special MMI event presented in conjunction with First Tee and the Gateway Foundation. Make

December 12, 2023