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Upcoming Conferences & Events

Apr
21 - 22
2021
MMI Summit 2021

Wednesday, April 21 and Thursday, April 22, 2021
Charged admission | Open to business leaders and senior executives at member firms | Press allowed

Co-Chairs:
Kimberly Beck, Senior Vice President, Head of Wealth Marketing, Envestnet
Brendan Clark, Chief Executive Officer, Clark Capital Management Group

Accelerating Innovation

Join senior executives from across the advisory industry for the leadership perspective and peer-to-peer discussions that are hallmarks of the MMI Summit.

This year’s two-day event may be online, but expect the same energy, elevated content and speakers, and – most importantly – the “hallway conversations” and candid dialogue with industry peers that you’ve been missing.  
Mar
17
2021
Across the Great Divide: Asset Management Insights from McKinsey

Wednesday, March 17, 2021 at 11:00 AM ET
Complimentary admission | Open to members only | No press

With the onset of a global pandemic, 2020 was a year of massive disruption. The asset management industry was faced with a shock to the real economy, extreme market volatility and an intensified focus on social issues. 

MMI NetMeetings
Mar
18
2021
The Current (and Future) State of the Wholesaling Profession: New Intelligence from FUSE Research

Thursday, March 18, 2021 at 3:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed

To understand the shifting dynamics and challenges that wholesalers face in building and sustaining advisor relationships, FUSE Research Network went straight to the source – sales professionals who are “carrying the bag.”

MMI NetMeetings
Mar
23
2021
MMI Retail and Institutional Distribution Roundtable: Are Channels Still Relevant?

Tuesday, March 23, 2021 at 1:00 PM ET
Complimentary admission | Open to members and non-members | No press

Are you an asset management head of distribution, institutional or retail distribution leader, head of consultant relations, head of client service, single-family office or multi-family office professional, or alternative investment manager interested in building out an institutional or retail presence? DON’T MISS THIS COMPLIMENTARY VIRTUAL ROUNDTABLE!
Mar - May
24 - 26
2021
MMI Annuity & Insurance Solutions Roundtable Series

March 24, April 28, May 26
Charged admission | Open to members and non-members | Press allowed

The COVID-19 pandemic and ensuring economic fallout have dramatically impacted the financial well-being of many individuals, increasing their need – and appetite – for professional guidance and defined outcomes. Is the Annuity & Insurance Solutions industry ready for the opportunity?
Mar
25
2021
Powering the Next Chapter: Four Industry Leaders on Retirement, Technology and Leadership Skills

Thursday, March 25, 2021 at 11:00 AM ET
Complimentary admission | Open to members and non-members | Press allowed

In honor of Women’s History Month, we’ve assembled a panel of bold, innovative leaders who are making a big impact on the advisory industry today.

MMI NetMeetings
Mar
30
2021
BISA | MMI Connect: Views into Post-Pandemic Client Engagement

Tuesday, March 30, 2021 at 11:00 AM ET
Complimentary admission | Open to members and non-members | No press

The COVID-19 pandemic has dramatically impacted investor needs and expectations – and caused financial institutions of all types to rethink every aspect of how they attract, engage and service clients.
Apr
21 - 22
2021
MMI Summit 2021

Wednesday, April 21 and Thursday, April 22, 2021
Charged admission | Open to business leaders and senior executives at member firms | Press allowed

Co-Chairs:
Kimberly Beck, Senior Vice President, Head of Wealth Marketing, Envestnet
Brendan Clark, Chief Executive Officer, Clark Capital Management Group

Accelerating Innovation

MMI Summit
Oct
20 - 22
2021
2021 MMI Annual Conference

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

 

Annual Conference