Events

Upcoming Conferences & Events

Jun
10
2020
MMI Summit 2020

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

Money Management Institute is committed to deliver insightful and actionable content and help members stay connected as we navigate these unprecedented times. Understandably, we had to cancel the MMI Summit 2020 in-person conference in Orlando.  

About the Virtual Experience
MMI is excited to announce MMI Summit 2020: A Virtual Experience! Starting in April and lasting through May, we’ll be delivering to you all the great sessions and speakers that we had lined up for Summit 2020 in a series of short virtual events.
Jun
10
2020
MMI Summit 2020

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
Jun
25
2020
MMI NetMeeting - Managing Stress for Success: Strategies to Help You Better Prepare for and Respond to Stress

June 25, 2020 | MMI NetMeeting
1:00 PM ET

Given the unprecedented COVID-19 crisis and the overwhelming amount of pressure that business professionals may normally feel, it’s easy to imagine that stress in our lives can lead to disengagement from work, clients or families, burnout or depression.

MMI NetMeetings
Jul - Aug
8 - 5
2020
2020 MMI Alternative Investments Forum

Virtual Event Series

Co-Chairs:
Sheila Rapple, Managing Director, Global Head of Investor Solutions, Private Wealth Solutions, Blackstone 
Lina Rubin, Managing Director, Head of Product Development and Management, Alternative Investments, UBS

Alternative Investments
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