MMI Communities bring members together across disciplines to foster year-round collaboration and ongoing dialogue on the industry’s most critical topics.
Built around the focus areas that matter most to our members, MMI Communities foster ongoing engagement and deeper relationships, fueling the kind of open collaboration that moves the industry forward. Each group centers on a specific area of the industry, bringing peers together to share ideas, unpack challenges, and spark conversations that lead to tangible progress.
Michael Walton
Sage Advisory
Describes how communities foster collaboration and help to enhance service to institutional clients.
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Samantha Greenstein
Money Management Institute
Explains how MMI plans to grow communities.
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"MMI is uniquely positioned to connect all areas of the Alternative Investment industry. The organization enables you to stay informed and understand the latest trends, product evolution and developments in distribution channels. MMI helps us all drive the industry forward for the benefit of the investor community we serve.”
Senior Managing Director, Private Wealth Solutions
"Being a co-chair of a MMI Committee has provided me with an opportunity to connect with industry colleagues I wouldn’t have necessarily had reason to know otherwise. These are connections that have grown over time and become meaningful in my network. I’m grateful to the organization for bringing the industry together.”
Managing Director, Head of Strategic Growth & Solutions
Advisory Products & Solutions
The Advisory Products & Solutions Community brings together experts across the advisory landscape to monitor changes in the products and solutions space (ETFs, structured products, mutual funds, SMAs, UMAs, and models), and explore how these developments impact firms and advisor adoption strategies.
Co-Chairs
Sharon Hughes
Morningstar
David McNatt
AssetMark
Alternative
Investments
The Alternative Investments Community brings together stakeholders from across the alternative investments industry to examine key trends, emerging products, and evolving distribution models. This group serves as an expert resource to explore where and how new offerings fit within modern advisory solutions.
Co-Chairs
Milissa Hutchinson
Macquarie Asset Management
Alison Nest
Morgan Stanley
Annuity & Insurance
Solutions
The Annuity & Insurance Solutions Community encourages ongoing dialogue among key stakeholders from the product, distribution, asset manager and wealth management sides of the business. It provides a space for business leaders to explore emerging trends, collaboration opportunities, and challenges shaping the future of the insurance marketplace.
Co-Chairs
Ann Nanda
Prudential Retirement Strategies
Jared Nepa
Lincoln Financial
Distribution
& Sales
The Distribution & Sales Community brings together distribution leaders, heads of distribution, national sales managers, key accounts and marketing professionals, homeoffice specialists, and top wholesalers from across the advisory industry to navigate shifts in advisor engagement and go-to-market strategies. It serves as a platform for sharing best practices and reimagining how distribution teams connect with today’s advisors and investors.
Co-Chairs
Vadim Levin
Congress Asset Management
Luci Strauss Garren
Goldman Sachs Asset Management
Thrive for Emerging Asset Managers
The Thrive Community provides an executive forum designed for emerging asset managers (less than $25B AUM), offering perspectives on platform expectations, distribution strategies, and how to effectively scale. For more information on how we champion emerging asset managers, visit the Thrive page on our website. Learn more.
Co-Chairs
Robbie Cannon
Head, MMI EAM Thrive Initiative
Bonnie Belskis
Confluence Investment Management
Institutional
The Institutional Community brings together leaders focused on the institutional marketplace, creating space to share insights and bridge perspectives across institutional and wealth channels. It provides continuous knowledge exchange to strengthen how firms collectively serve institutional clients.
Co-Chairs
Lauren Tracy, CAIA
PIMCO
Michael D. Walton, AIF®
Sage Advisory
Legal &
Compliance
The Legal & Compliance Community brings together senior business executives, chief compliance officers, and legal counsel to discuss regulatory and public policy developments and examine current issues facing the advisory solutions industry. One way Community members provide input and perspective on regulatory matters is through comment letters, which can be found on our Regulatory Monitoring & Input page.
Co-Chairs
Julie Lyman
Bank of America Merrill Lynch
Rebecca Ulz
T. Rowe Price
Marketing
The MMI Marketing Community is designed to bring marketing professionals together and facilitate dialogue about the strategic role of marketing.
Advance, Learn, Inspire
- Share and learn marketing best practices from leaders within and outside the investment industry.
- Build a network that fosters open discussion on current challenges and issues.
- Inspire the "art of possibility" and the power of marketing as an industry discipline.
Co-Chairs
Jennifer Ball
Franklin Templeton
Kelly Vives
Allspring Global Investments
Technology &
Digital Advice
The Technology & Digital Advice Community brings together innovators and leaders in financial services to explore digital trends, technological advances, emerging opportunities, and industry challenges. The community also focuses on how technology can enhance advisory delivery and help investors achieve their financial goals.
Co-Chairs
Charlie Haims
MyVest
Julie Renfert, CFP
Edward Jones