Events

Upcoming Conferences & Events

Oct
20 - 28
2021
2021 MMI Annual Conference

October 20-28, 2021
Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Tom Sholes, Chief Strategy Officer, Managing Director, BNY Mellon | Pershing
Lily Trager, Director of Investing with Impact, Head of Impact Solutions, Morgan Stanley

 

 

SHAPING THE FUTURE TOGETHER

Join us October 20-28 for MMI’s 2021 Annual Conference. Now in a virtual format, this year’s event will bring together the business executives, innovators, and thought leaders driving the accelerated transformation taking place in the investment advisory arena.
Sep
22
2021
2021 MMI Leadership Pathway Seminar

September 22, 2021
Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Megan Rumney, National Account Manager, T. Rowe Price Associates
Holly Tworkowski, Vice President, Advisor Consultant, U.S. Wealth Advisory Services, Nuveen

Leadership Pathway
Sep
24
2021
2021 MMI Distribution Leadership Forum

September 17 & 24, 2021
Charged admission | Open to members & non-members | Press allowed

Co-Chairs: 
Heather Gardner, Financial Institutions National Accounts, William Blair Investment Management
John Moninger, Managing Director, Retail Sales, Eaton Vance Distributors

Distribution Leadership
Oct
20 - 28
2021
2021 MMI Annual Conference

October 20-28, 2021
Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Tom Sholes, Chief Strategy Officer, Managing Director, BNY Mellon | Pershing
Lily Trager, Director of Investing with Impact, Head of Impact Solutions, Morgan Stanley

 

 

Annual Conference