March 29-30, 2023 | St. Petersburg, FL
Charged admission | Open to members only | Closed to media
Co-Chairs:
Jean Heath, Principal Director, Asset Management Relationships, Envestnet; Chair, Envestnet Institute on Campus
Brian Schappert, SVP, Co-Head of US Intermediary Distribution, American Century Investments
The Summit is MMI’s marquee annual leadership event that brings together the investment advisory industry’s senior business leaders from asset managers, wealth managers, and solutions providers. Join us for two days of elevated perspective, thought-provoking insights, and lots of dedicated time for small group, peer-to-peer discussions.
