Events

Upcoming Conferences & Events

Jul - Aug
15 - 5
2020
2020 MMI Alternative Investments Forum

Virtual Event Series

Co-Chairs:
Sheila Rapple, Managing Director, Global Head of Investor Services, Private Wealth Solutions, Blackstone
Lina Rubin, Managing Director, Chief of Staff, Wealth Management USA, UBS

Uncertainty does create opportunity. This year, MMI’s popular Alternative Investments Forum is going virtual. That means you can enjoy our powerful lineup of topics and speakers from the comfort of your own home or office.

With COVID-19’s dramatic impact on global markets, alternative investments are arguably more important now than ever – and a bigger competitive differentiator. How can asset and wealth managers best take advantage of alternative investments in the current environment? 
Jul - Aug
15 - 5
2020
2020 MMI Alternative Investments Forum

Virtual Event Series

Co-Chairs:
Sheila Rapple, Managing Director, Global Head of Investor Services, Private Wealth Solutions, Blackstone
Lina Rubin, Managing Director, Chief of Staff, Wealth Management USA, UBS

Alternative Investments
Jul
16
2020
2020 MMI NetMeeting - Incorporating Annuities in Household Portfolios: Business & Tech/Ops Leaders Discuss Ecosystem & Platform Trends

July 16, 2020 | MMI NetMeeting
12:00 PM ET

In turbulent times, investors seek protection, income, and tax savings in their household portfolios. Innovative annuities and advisory models, combined with advanced technology and new age ecosystems, enable advisors to help investors preserve their nest eggs and put themselves in a better position for when things return to the “new normal.”

MMI NetMeetings
Jul
21
2020
2020 MMI NetMeeting - Guiding Investors in Addressing Income Inequality

July 21, 2020 | MMI NetMeeting
11:00 AM ET

Income inequality is a defining issue of our time. Take advantage of the opportunity to get involved and stay up to date on this growing systemic social risk. This NetMeeting aims to equip investment and research professionals with the tools to help them have the conversation and navigate the inclusion of income inequality criteria in their investment decisions.

MMI NetMeetings
Oct
13 - 15
2020
2020 MMI Annual Conference

October 13-15, 2020 | Charlotte
Le Meridien Charlotte Hotel

Registration opens soon. Email us at events@mminst.org and we will notify you!

Annual Conference
Oct
27 - 28
2020
2020 MMI Women in Distribution Symposium

October 27-28, 2020 | Chicago
Morningstar Headquarters

Symposium Co-Chairs:
Karen Lutomski, Managing Director, Advisor Consultant, Private Wealth Advisory, Nuveen
Anne Steer, Head of Distribution, Congress Asset Management

Registration opens soon. Email us at events@mminst.org and we will notify you! 
Nov
6
2020
2020 MMI Emerging Asset Managers Forum

November 6, 2020 | Chicago 
Northern Trust Offices

50 South LaSalle Street, B6 Assembly Room
Chicago, IL 60604

Co-Chairs:
Mike Saliba, Director of Marketing, Baillie Gifford International
Robert Tynes, Senior Vice President - International Equities, Confluence Investment Management

Registration opens soon. Email us at events@mminst.org and we will notify you! 

Emerging Asset Managers
Nov
18
2020
2020 MMI Toronto Wealth Management Summit

November 18, 2020 | Toronto
Vantage Venues

ALERT: This is a new date for the Summit. Existing registrations have been automatically transferred to the new date.

Co-Chairs: 
Barbara Foy-Pilchner, Managing Director, National Accounts, Wealth and Asset Management Canada, Manulife Asset Management 
Erin Griffiths, Managing Director, Global Online Brokerage, Scotiabank

Canadian Advisory Solutions
Mar
10 - 11
2021
MMI Summit 2021

March 10-11, 2021 | St. Petersburg
The Vinoy® Renaissance St. Petersburg Resort & Golf Club

 

MMI Summit
Oct
20 - 22
2021
2021 MMI Annual Conference

October 20-22, 2021 | Denver
Hilton Denver City Center

 

Annual Conference
Mar
24 - 25
2022
MMI Summit 2022

March 24-25, 2020 | Fort Lauderdale 
Mariott Resort Fort Lauderdale Harbor Beach

 

MMI Summit