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2022 MMI Alternative Investments Forum

November 16, 2022 | 522 Fifth Avenue, New York, NY | Morgan Stanley Offices
Charged admission | Open to members and non-members | Press prohibited

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Co-Chairs:
Melissa Nordfors, Managing Director, Head of Alternative Investments Platform Management, Bank of America
Sheila Rapple, Senior Managing Director, Global Head of Investor Services, Private Wealth Solutions Group, Blackstone

The MMI Alternative Investments Forum is back in person for the first time in three years!

Stakeholders from across the alternative investment ecosystem will convene to unpack the current landscape, examine emerging product and distribution trends, and discuss what advisors and clients are looking for in today’s challenging market and economic environment.

Our all-star lineup of industry experts will help us unpack such timely topics as:

  • sales trends – a deep dive into the latest data and what it means,
  • keys to raising capital in the current market environment,
  • emerging alternative product structures and vehicle types,
  • driving adoption – lessons from the institutional perspective, and
  • modernizing alternatives – how new tools and technology are enhancing the advisor and client experience.

Attendance is limited to two registrants per firm.

Questions? Contact MMI at 646.868.8500 or events@mminst.org.

Additional Information

Agenda

VIEW AGENDA (subject to change)

Featured Speakers


Stephanie Drescher
Chief Product and Client Development Officer
Apollo Global Management 


Kevin Gannon
Chairman & CEO
Robert  A. Stanger & Company


Beija Ma
Head of Equity Strategy
Alkeon Capital Management 


Jerry Pascucci
Head of Global Alternative Investment Solutions
Global Wealth Management
UBS


Joan Solotar
Global Head of Private Wealth Solutions
Blackstone

Partners & Sponsors

Champion Sponsor


 

Forum Host


 

MMI Diversity & Inclusion Pioneer Sponsor

Sponsorship Opportunities

The 2022 Alternative Investments Forum represents a unique opportunity to build relationships with forward-looking senior executives from leading firms in the alternative investments space. A limited number of premium sponsorship packages are available.

For additional information, please contact:
Joan Lensing
Senior Vice President, Chief Programming Officer
jlensing@mminst.org
(646) 868-8518

CE Credits

The Investments & Wealth Institute® has accepted the MMI Alternative Investments Forum for 6.00 hours of CE credits towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Registration Fees

Registration Date Registration Type Registration Fee
Launch date –
November 15		 Standard Registration $1,195
Launch date  –
November 15		 Leadership Pathway &
Executive IQ Participants1		 $956

1 - Members of the 2019-2022 Leadership Pathway classes and Executive IQ participants are eligible for a 20% discount off the Standard registration fee. Email events@mminst.org for the appropriate discount code before registering.

Health and Safety Protocols

MMI continues to monitor the ongoing COVID-19 situation. The health and safety of all Alternative Investments Forum participants is our top priority. Consistent with the CDC's guidance to prevent the spread of COVID-19, MMI strongly encourages all Alternative Investments Forum attendees to be fully vaccinated and boosted. To ensure a safe and healthy experience for all attendees, MMI will be following the guidelines of local authorities and our host venue.

If the situation warrants, MMI may implement appropriate attendee requirements and protocols and will share updated information on this page.

Please check this page regularly for updates.

Cancellation/Transfer Policy

All cancellations are subject to a $50 cancellation fee. Full refunds minus the $50 cancellation fee will be granted for cancellation requests received prior to 5:00 PM ET on Friday, November 4, 2022. After that time, no refunds or credits will be granted, however your registration can still be transferred to another individual at your firm. To cancel or transfer your registration, please notify MMI at (646) 868-8500.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you are aware of, or are involved in, an incident at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.

Questions?

Attendee Registration:
events@mminst.org or 646-868-8500

Speaker Registration:
Robin Hannam
rhannam@mminst.org or 646-868-8509

Fees & Billing:
events@mminst.org or 646-868-8500

Sponsor Opportunities:
Joan Lensing 
jlensing@mminst.org or 646-868-8518