2023 MMI Alternative Investments Forum

June 13, 2023 | New York, NY |
New York Life Headquarters | 51 Madison Avenue
Charged admission | Open to members and non-members

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!

Join us June 13 in New York as stakeholders from across the alternative investment ecosystem 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. An all-starline up of industry experts will help us unpack such timely topics as:

  • alternative product structures and vehicles for the HNW market,
  • capital raising in the current market environment,
  • the pros and cons of registered funds,
  • how the industry can move beyond style boxes and up its education game, and
  • the gatekeeper perspective on what it will take to move the alts allocation needle.

Attendance is limited to two registrants per firm.

This event is closed to the media.

Additional Information


Agenda (check back often and refresh your browser for updates)

Featured Speaker

Dan Jones
Bain & Company

Partners & Sponsors

Forum Host

Diversity and Inclusion Pioneer Sponsor


Sponsor Opportunities

The Forum represents a unique opportunity to build brand awareness 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
EVP, Chief Programming Officer
(646) 868-8518

CE Credits

The Forum program is being submitted to Investments & Wealth Institute for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. The relevant approval code(s) will be shared with attendees after the event if credits are approved.

Health & Safety Protocols

MMI continues to monitor the ongoing COVID situation. The safety of our attendees is our top priority. Please check this page regularly for updates.

The venue currently has no mask or vaccine requirements for indoor spaces.

By registering for this event, you acknowledge and agree to abide by any safety protocols and guidelines that MMI shall establish for the health and safety of 2023 MMI Alternative Investments Forum attendees.

Cancellation/Transfer Policy

All cancellations are subject to a $100 cancellation fee. Full refunds minus the $100 cancellation fee will be granted for cancellation requests received prior to 5:00 PM ET on Friday, May 26. After that time, no refunds will be granted. Your registration can be transferred to another individual at your firm without penalty. To cancel or transfer your registration, please contact 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 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.


Attendee Registration
Events@mminst.org or (646)-868-8500

Speaker Registration
Lauryn Hughes, lhughes@mminst.org or (646) 868-8510

Fees & Billing
Events@mminst.org or (646)-868-8500

Sponsor Opportunities
Joan Lensing, jlensing@mminst.org or (646)-868-8518