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2023 MMI Emerging Asset Managers Forum

May 11-12, 2023 | Denver, CO | Hilton Denver City Center
Charged admission | Open to members and non-members | Closed to media

Co-Chairs:
Robbie Cannon, Founder, Board Member, Horizon Investments
Steven Carl, Principal, Chief Distribution Officer, Chairman of the Executive Committee, Madison Investments
Kirsten Pickens, Co-Head of U.S. Distribution, FS Investments
Mark Rewey, Director of Marketing & Business Development, Segall Bryant & Hamill

This unique event is geared toward senior executives at asset management firms with less than $25 billion in intermediary advisory assets. As always, the centerpiece of the Forum will be a series of small-group roundtable discussions that put you face-to-face with representatives from leading wirehouse, national, TAMP and other sponsor firms.

You will also hear from industry experts and leaders on the critical distribution, product, and operational issues that are top of mind with emerging asset managers in today's extremely fluid business and market environment.

We hope you will join us and spread the word to colleagues within your own firm and around the industry. Non-members are welcome!

Questions? Contact MMI at events@mminst.org or (646) 868-8500.

Additional Information

Agenda

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

Registration Fees

Registration Date Registration Type Fee
3/20/23 - 4/14/23 Early Bird $1,095
4/15/23 - 5/10/23 Standard $1,195
3/20/23 - 5/10/23 Leadership Pathway
& Executive IQ
Participants1		 $956

1 - Members of the 2021-2022 Leadership Pathway classes and 2021-2022 Executive IQ cohorts are eligible for a 20% discount off the standard registration fee. Email events@mminst.org for the appropriate discount code before registering.

A fee of $50 will be added to registrations processed on-site.

Please contact MMI at events@mminst.org with any questions.

Partners & Sponsors

2023 Cobalt Partners
 


 

 

 

2023 Forum Champion Sponsor

2023 Forum Leadership Sponsor


 

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
jlensing@mminst.org
(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.

Hotel Information

Host Hotel
Hilton Denver City Center
1701 California Street
Denver, Colorado, 80202
+1 303-297-1300

The Hilton Denver City Center is in the heart of downtown Denver, a half-mile from the Colorado Convention Center, and just one block from16th Street, a popular stretch for dining, nightlife, and shopping. The hotel is 24 miles from Denver International Airport and 16 miles from Centennial Airport.

Book your hotel room here or paste this link into your browser: https://book.passkey.com/event/50357207/owner/3135/home

Special MMI Rate: $229 per night, plus taxes

Reservation cut-off date: Thursday, April 20, 2023

The special MMI rate is available until Thursday, April 20, 2023 on a space-available basis. After that date, rooms may be booked on a rate and space available basis.

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.

Questions?

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