MMI Alternative Investments Forum 2023 | Money Management Institute (MMI) | 13 June 2023 | The New York Life Building, 51 Madison Ave, New York, NY 10010, USA

MMI is driven by our promise of increasing connections, knowledge, and growth for our members. We are dedicated to fostering professional relationships, sharing experiences, and expanding the industry’s influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of our longstanding commitment to diversity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. MMI member firms include wealth manager, asset manager and solutions provider firms of all sizes and professionals representing all functional areas.

2023 Speakers

Arlen Oransky
Executive Vice President, Chief Membership Officer, Money Management Institute

Dan Jones
Partner, Bain & Company

MODERATORS:

Parker Roy
Chief Revenue Officer, Axxes Capital

Bill Golden
Managing Director, Head of Product Solutions, Voya Investment Management

Neil Menard
Partner & President of Distribution, StepStone Private Wealth

Patrick Adrian
Principal, Nasdaq

Steve Stone
Partner, Morgan, Lewis & Bockius LLP

Stephanie Davis
Managing Director, Hamilton Lane

PANELISTS:

Aaron Filbeck
Managing Director, Head of UniFi by CAIATM, CAIA Association

Steve Houston
Managing Director, Head of Investment Products, iCapitalNetwork

John Paglia, PhD
Professor of Finance, Pepperdine Graziadio Business School

Amy Tran-Balbin
Head of Sales Enablement, Private Wealth, Blue Owl

Keith Jones
Senior Managing Director, Head of Alternative Investments Product, Nuveen

Stacey Snyder
Head of U.S. Product Development, Alternatives, Franklin Templeton

Andrew Winer
Managing Director and Chief Operating Officer BDCs, Oak Hill Advisors

Dominick Carlino
Head of Alternative Investment Distribution, Merrill Lynch

Carmen Lai
Managing Director, Alternative Investments, Co-Head of Product Development and Management, Morgan Stanley Wealth Management

Patrick McGowan
Managing Director, Head of Manager Research & Alternative Investments, Santuary Wealth

Anthony Aufiero
Managing Director, Head of Private Equity Sales Strategy, Bank of America

Brian King
Chief Executive Officer, LODAS Markets

Andrea Mody
Managing Director, Wealth Solutions, Macquarie Asset Management

Christine Lombardo
Partner, Morgan, Lewis & Bockius LLP

Christine Schleppegrell
Partner, Morgan, Lewis & Bockius LLP

Bill Duffy
Vice President, Alternative Investments, Fidelity Investments

Robert Picard
Managing Director, Head of Alternative Investments, Hightower Advisors

Brad Sussman
Vice President, Alternative Investments Product Development and Research, Raymond James

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

2023 Sponsors and Partners

PLATINUM PARTNER:
• Broadridge

SUPPORTING SPONSOR:
• iCapital

FORUM HOST:
• New York Life Investments

DIVERSITY AND INCLUSION PIONEER SPONSOR:
• Invesco QQQ