October 11-13, 2023 | Austin, TX | Omni Barton Creek Resort & Spa
Charged admission | Open to members and non-members | Press allowed
Past Events
July 19-20, 2022 | Boston, MA | Fidelity
Charged admission | Open to members and non-members | Press prohibited
June 22-23, 2023 | Virtual
Charged admission | Open to members and non-members | Press prohibited
June 13, 2023 | New York, NY |
New York Life Headquarters | 51 Madison Avenue
Charged admission | Open to members and non-members
Co-Chairs:
Melissa Nordfors, Managing Director, Head of Alternative Investments Platform Management, Bank of America
Sheila Rapple, Senior Managing Director, Global Head of Investor Services, Private Wealth Solutions Group, Blackstone
May 16, 2023 | 5:30 PM - 8:00 PM | The National Arts Club, New York, NY
Charged admission | Open to members and non-members | Open to media
Co-Chairs:
Kara Julian, Managing Director, Morgan Stanley
Renee Neri, Partner and Head of Americas Asset Management, Heidrick & Struggles
Edward Walters,SVP, COO of LFN & Head of Wealth Management , Lincoln Financial Network
May 11-12, 2023 | Denver, CO | Hilton Denver City Center
Charged admission | Open to members and non-members | Closed to media
Co-Chairs
Danny Kabeya, Divisional Director, Eastern Canada, Russell Investments
Michael Lynds, Managing Director, Head of Retail Business, Picton Mahoney Asset Management
The 2023 MMI Toronto Wealth Management Summit is being rescheduled and will be hosted as an in-person event this fall. Please watch this space for additional information.
March 29-30, 2023 | St. Petersburg, FL
Charged admission | Open to members only | Closed to media
Co-Chairs:
Jean Heath, Principal Director, Asset Management Relations, Envestnet
Brian Schappert, SVP, Co-Head of US Intermediary Distribution, American Century Investments
March 9, 2023 | 4:00 PM ET
Complimentary admission | Open to members and non-members
A special MMI event sponsored by the MMI Blockchain Finance Forum.
The promise of blockchain to transform financial services platforms remains. Startups and global financial institutions are using recent market disruptions to build, hire and acquire. A new blockchain, respecting regulation and providing transparency and delivering accountability will emerge from trusted providers.
March 8, 2023 | 2:00 PM ET
Complimentary admission | Open to members and non-members
A special MMI event presented in conjunction with:
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