October 20-28, 2021
Charged admission | Open to members and non-members | Press allowed
Co-Chairs:
Tom Sholes, Chief Strategy Officer, Managing Director, BNY Mellon | Pershing
Lily Trager, Head of Investing with Impact, Managing Director, Morgan Stanley Wealth Management
SHAPING THE FUTURE TOGETHER
Sessions are now available on demand for MMI’s 2021 Annual Conference. This year’s event brought together the business executives, innovators, and thought leaders driving the accelerated transformation taking place in the investment advisory arena. It was a thought-provoking program packed with important topics and all-star speakers from across the industry.
Questions? Contact us at events@mminst.org or (646) 868-8500.