A Virtual Experience
Co-Chairs:
Eric Koestner, Principal, Packaged Products, Edward Jones
Sue Thompson, Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors
MMI Summit
Upcoming Conferences & Events
Apr - May
8 - 29
2020
Jun
18
2020
June 18, 2020 | New York City
New York Life Offices
51 Madison Avenue, 13th Floor – Ben Feldman Auditorium
New York, NY 10010
Co-Chairs:
Sheila Rapple, Managing Director, Blackstone
Lina Rubin, Head of Product Development, Managing Director, UBS Financial Services
Registration opens soon. Email us at events@mminst.org and we will notify you!
Alternative Investments
Jun
25
2020
June 25, 2020 | New York City
Morgan, Lewis & Bockius Offices
101 Park Avenue, 39th Floor
New York, NY 10178
Registration opens soon. Email us at events@mminst.org and we will notify you!
Legal/Regulatory Affairs
Jul
21 - 22
2020
July 21-22, 2020 | Chicago
Morningstar Offices
22 W. Washington Street, 7th Floor
Chicago, IL 60602
Co-Chairs:
Karen Lutomski, Managing Director, Regional Manager - West Coast, US Wealth Advisory Services, Nuveen
Anne Steer, Head of Distribution, Congress Asset Management
Registration opens soon. Email us at events@mminst.org and we will notify you!
Distribution Leadership
Jul
23
2020
July 23, 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
Oct
13 - 15
2020
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
Nov
18
2020
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
March 10-11, 2021 | St. Petersburg
The Vinoy® Renaissance St. Petersburg Resort & Golf Club
MMI Summit
Oct
20 - 22
2021
Mar
24 - 25
2022
March 24-25, 2020 | Fort Lauderdale
Mariott Resort Fort Lauderdale Harbor Beach
MMI Summit
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