Main menu

2019 Leadership Pathway Seminar

September 12, 2019 | Philadelphia
FS Investments

201 Rouse Blvd
Philadelphia, PA 19112

Seminar Co-Chair:
Lanya Peng, CFA, Director, Program Development and Management, AssetMark 

Join us on September 12 in Philadelphia for this year's Leadership Pathway Seminar, hosted by FS Investments.

Produced each year by the current participants in MMI's Leadership Pathway program, this unique event brings together emerging advisory leaders with current executives, industry veterans, and subject experts for a day of candid conversations about the future of investment advice and solutions.

Designed for up-and-coming advisory professionals in any role or functional area, the Seminar's highly interactive program combines sessions on management and leadership skills with career lessons from senior business leaders and deep dives into some of the industry's hottest topics.

Space for this truly one-of-a-kind experience is limited - so act now to reserve your seat. You'll be inspired, motivated, and gain fresh perspective on where the advisory business is headed from leaders of today - and tomorrow!

Note: Once you register, you are eligible to invite two industry colleagues to participate for just $300 each.

If you have any questions, please contact us at (646) 868-8500 or events@mminst.org. 

Register

Additional Information

Agenda

VIEW AGENDA (PDF)

Partners & Sponsors

2019 MMI TITANIUM PARTNER

FISERV

 

2019 MMI PLATINUM PARTNER

 

2019 SEMINAR SPONSORS

Clark Capital Management       FISERV 
Principal

 

2019 SEMINAR HOST

Hotel Suggestions

The following hotels are suggested options near the Seminar (FS Investments located at 201 Rouse Boulevard, Philadelphia, PA 19112).

Courtyard by Marriott Philadelphia South at The Navy Yard
1001 Intrepid Ave, Philadelphia, PA 19112
215-644-9200
Hotel Website
Primary hotel – located next door to venue

Cambria Hotel Philadelphia Downtown Center City
219 S Broad St, Philadelphia, PA 19107
215-732-5500
Hotel Website
20 minutes away by taxi or Uber

Philadelphia Marriott Old City
One Dock St, Philadelphia, PA 19106
215-238-6000
Hotel Website
20 minutes away by taxi or Uber

Registration Fees

Seminar Fee: $395

Bring-a-Friend Fee: $300
Do you have a colleague or friend who is interested in the MMI Leadership Pathway program? Bring him/her with you! Once you register for the event, you are eligible to receive a discount code for your guest. The discount code is limited to two guests per attendee. Attendees should call MMI at ​(646) 868-8500 to receive the discount code.

Cancellation/Transfer Policy

All cancellations and transfers are subject to a $50 cancellation/transfer fee. Full refunds minus the $50 cancellation/transfer fee will be granted for cancellation requests received prior to 5:00 PM ET on Tuesday, September 3, 2019. 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 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:
Hilary Fiorella
hfiorella@mminst.org or (646) 868-8515

Fees & Billing:
Samantha Lustig
slustig@mminst.org or (646) 868-8516

Sponsorship Opportunities:
Hilary Fiorella
hfiorella@mminst.org or (646) 868-8515