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MMI Summit 2022

March 24-25, 2022 | Fort Lauderdale, FL
Fort Lauderdale Marriott Harbor Beach

Co-Chairs:
Mark Granshaw, Managing Director, Head of Consumer Investment Products, Bank of America Merrill Lynch
Jaime Magyera, Managing Director, Chief Operating Officer, US Wealth Advisory Group, BlackRock

The Summit is MMI’s marquee annual leadership conference that brings together the investment advisory industry’s senior business leaders. Join us for two days of elevated perspective, provocative dialogue, and the chance you’ve been waiting for to reconnect in-person with colleagues and peers.  

Our 2022 Summit program – built around the theme of Forward – examines the key macro trends shaping the future of investment advice and solutions with an exciting mix of keynote sessions, expert panels, and small group discussions. Don’t miss the leadership perspective and peer-to-peer discussions that are hallmarks of the MMI Summit.

Health and Safety:
As we return to in-person events, the health and safety of all Summit participants is MMI’s top priority. Consistent with the CDC's guidance to prevent the spread of COVID-19, MMI is requiring all attendees at Summit 2022 to be fully vaccinated and boosted. PROOF OF VACCINATION WILL BE REQUIRED TO ATTEND.

Note:
The MMI Summit is a leadership conference built for senior-level executives and restricted to MMI member firms. As a rule, attendees should C-suite level, EVPs, SVPs, Managing Directors, Directors, and business unit leaders with responsibility for investment advisory distribution, product, platform, technology, and strategy. Each member firm is permitted to send up to six attendees this year. 

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

Additional Information

Agenda

VIEW AGENDA 
*Agenda subject to change. Check this page frequently for updates.

Featured Speakers


Hod Lipson
Professor of Engineering and Data Science
Columbia University


Dr. Mike Barger
Professor of Business Administration at the University of Michigan’s Ross School of Business
Co-Founder of JetBlue Airways and former Chief Instructor at the U.S. Navy TOPGUN School

*Check this page frequently for updates as more speakers are announced.

Partners & Sponsors

2022 Titanium Partner

 

2022 Platinum Partners
 


 


 

2022 Cobalt Partners

 
 


 


 


 

Summit Gold Sponsor


 

Summit Silver Sponsor

Registration Fees

Registration Date Registration Type Fee
Volume
Discount1
Saturday, March 5 – Wednesday,
March 23		 Standard Registration $2,045 $1,845
Launch date – Wednesday,
March 23		 Leadership Pathway
and Executive IQ participants2		 $1,636 N/A

A fee of $50 will be added to registrations processed onsite.
1 - A volume discount of $200 off the standard fee applies once 2 registrants from the same firm register for the Summit at the prevailing full price. Only full price registrations are considered in determining eligibility for the Volume Discount. Email events@mminst.org for the volume discount code before registering.
2 - Members of the 2019-2021 Leadership Pathway classes and current 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.

CE Credits

Investments & Wealth Institute® has accepted MMI Summit 2022 for 7.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Gateway Foundation Golf Outing Fundraiser – Wednesday, March 23

Kick off the Summit early and enjoy a pre-conference round of golf with your industry colleagues on the afternoon of Wednesday, March 23. All levels of golfers are welcome for this charitable outing to benefit the Gateway Foundation.

THE GATEWAY FOUNDATION: The Gateway Foundation, a 501c3 organization administered by MMI, aims to advance diversity and inclusion in the industry by increasing financial literacy in the community, educating college students and entry-level professionals about the industry, and providing mid-career development to Black and Latino professionals.

WHERE: Jacaranda Golf Club, 9200 West Broward Blvd, Plantation, FL – One of South Florida’s premier semi-private golf facilities conveniently located within easy distance of the Fort Lauderdale Marriott Harbor Beach and the Fort Lauderdale-Hollywood International Airport.

WHEN: Tee time is 12:00 PM. For members of the MMI Board of Governors and Leadership Pathway program, we will have you back to the hotel in time for your joint function.

PARTICIPATION: The cost to participate in the outing is $375 per person – 50% of that amount is tax deductible as a donation to the Gateway Foundation. Included with the outing are:

  • Greens fees, cart fees, locker room facilities, and gratuities (club rentals are available for $70)
  • Box lunch, special contests, and appetizers/beverage post round
  • Transportation from the golf course to the Fort Lauderdale Marriott Harbor Beach (transportation on your own from airport or hotel to the golf facility)

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, March 11, 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