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2022 MMI Emerging Asset Managers Forum

June 23, 2022 | Chicago, IL | Baird Chicago Conference Center
Charged admission | Open to members and non-members

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Co-Chairs:
Robbie Cannon, Founder, Horizon Investments
Steve Carl, Principal, Chief Distribution Officer, Madison Investments
Mark Rewey, Director of Marketing & Business Development, Segall Bryant & Hamill

Emerging asset managers face a unique set of issues – nevermore than in today’s extremely fluid business and market environment. What’s your strategy to navigate the current opportunities and challenges and position your firm for future success?

Join us in Chicago on June 23 to hear from a wide range of industry experts, engage in candid discussions with peers at other firms, and gain real-world insights and perspective to chart your firm’s growth strategy.

PLUS – three hours of small-group breakouts will let you connect directly with influential gatekeepers from the Wirehouse, National, TAMP, and other key distribution channels.

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

Notes:
This event is closed to members of the media. Due to space limitations, each firm is permitted a maximum of two attendees. 

The event is by invitation only. If you have any questions about attending, please contact Arlen Oransky at aoransky@mminst.org or (646) 868-8505. Please note, space is limited.

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

Additional Information

Agenda

Featured Speakers


Gui Costin
Founder and CEO
Dakota

Partners & Sponsors

2022 Titanium Partner

2022 Cobalt Partners

 

 

 


 

Leadership Sponsor

Sponsorship Opportunities

The Forum represents a unique opportunity to build brand awareness with senior executives from forward-thinking emerging asset managers, showcase your firm's offerings, and make new connections. A limited number of premium sponsorship packages are available.

For additional information, please contact:
Joan Lensing
Executive Vice President, 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. If credits are approved, the relevant approval code(s) will be shared with attendees after the event.

Hotel Information

For your convenience, here is a list of hotels close to the Baird Chicago Conference Center, which is located at 227 W. Monroe St., Suite 5700.

Kimpton Gray Hotel
122 West Monroe
Chicago, IL 60603

JW Marriott Chicago
151 West Adams Street
Chicago, IL 60603

W Chicago – City Center
172 West Adams Street
Chicago, IL 60603
312-332-1200

Registration Fees

Registration Date Registration Type Registration Fee
Launch date –
Friday, June 3		 Early Registration $895
Saturday, June 4  –
Wednesday, June 22		 Standard Registration $995

Health and Safety Protocols

MMI continues to monitor the ongoing COVID-19 situation. The safety of our attendees is our top priority. Please check this page regularly for updates. (Updated May 3, 2022)

The city of Chicago currently has no mask or vaccine requirements for indoor spaces (other than healthcare settings) or public transportation.

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 2022 MMI Emerging Asset Managers Forum attendees.

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, June 10. 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 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