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BRINGING TOGETHER THE
PROFESSIONALS DRIVING PROGRESS

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

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"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

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 Headshot

Vadim Levin

Congress Asset Management

Luci Strauss Garren Headshot

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.

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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

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

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

INTERESTED IN JOINING A COMMUNITY?

Some communities are exclusive to MMI members, while others are open to all. 
Use the form below to explore which communities are available to you.