MMI Sales & Marketing Leadership Summit 2019 | Money Management Institute (MMI) | 28 March 2019 | Mandarin Oriental, 500 Brickell Key Dr, Miami, FL 33131, USA

This year’s theme, The Change Imperative: Agility and Innovation in an Evolving Landscape, underscores the rapid pace of change in today’s investment advisory and wealth management arenas. None of the topics will surprise you – they are the issues that distribution and marketing executives deal with every day. So what’s different? The urgent imperative to re-engineer the client and advisor experience with advisory accounts or risk being left behind by nimbler, more forward-looking competitors.
Taking an outside-in approach, our program will share expert insights, different perspectives, and new approaches and strategies. We’ll emphasize shorter, more interactive sessions and debut a series of rapid-fire sessions highlighting new technology solutions to common business challenges.
The most exclusive event on MMI’s conference calendar, the Summit annually brings together the investment advisory solutions industry’s most senior sales and marketing leaders for two days of networking and closed-door sessions focused on common challenges and opportunities. Attendees are generally Heads of Distribution, National Sales Managers, Product/Platform Executives, and CMOs.

To preserve the intimate feel of the Summit, each member firm is permitted to send up to three attendees this year. As a rule, attendees should be EVPs, SVPs, Managing Directors, and business unit leaders.

2019 Speakers

FEATURED SPEAKERS:

Adam Antoniades
President, Cetera Financial Group

Margo Cook
President, Nuveen Advisory Services

David Kowach
President and Head of Wells Fargo Advisors

Sterling Shea
Global Head of Wealth and Asset Management

John Sitilides
Principal, Trilogy Advisors LLC

William Stromberg
President and CEO, T. Rowe Price Group

2019 Sponsors and Partners

MMI TITANIUM PARTNER:
• Fiserv

MMI PLATINUM PARTNER:
• BNY Mellon

GOLD SPONSOR:
• Discovery Data

SILVER SPONSORS:
• Broadridge
• ZS

KEYNOTE PRESENTATION SPONSORS:
• Brinker Capital
• Goldman Sachs

GUEST ROOM KEY CARDS SPONSOR:
• Archer