MMI Annual Conference 2018 | Money Management Institute (MMI) | 15 October 2018 | Hyatt Regency Dallas, 300 Reunion Boulevard E, Dallas, Texas 75207, USA

Venue
Hyatt Regency Dallas
Hyatt Regency Dallas, 300 Reunion Boulevard E, Dallas, Texas 75207, USA

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Event Date Mon Oct 15 EDT - Wed Oct 17 EDT (about 6 years ago)
Location Hyatt Regency Dallas
300 Reunion Boulevard E, Dallas, Texas 75207, USA
Region Americas
Details

This year’s MMI Annual Conference takes an in-depth look at the innovative strategies, tools, and skill sets firms are deploying in this effort. From digitization, blockchain, and machine learning to alternative data, behavioral science, and client personas, our sessions will drill down on the ways the advisory industry is evolving and reinventing itself to improve client outcomes and the client experience. Underlying our discussions will be the critical themes of attracting and retaining next-generation talent, the imperative for professional development and leadership training, and fostering diversity and inclusion.

Our three-day format means more sessions, more expert speakers, and more time to examine all dimensions of the Conference theme. The program mixes an exciting lineup of keynote speakers, general sessions, “Ted Talk”-style presentations and four specialized tracks on Day 2 to customize your conference experience. You’ll also have ample time to visit with your colleagues from across the industry at two special evening events – a cocktail reception and tour of The George W. Bush Presidential Library and Museum and the always inspirational MMI/Barron’s Industry Leadership Awards Dinner.

Speakers

2018 Speakers

John O'Leary
Author & Motivational Speaker

Joseph Sullivan
Chairman & CEO, Legg Mason

Christian Mitchell
Vice President, Investment Products & Services, President & CEO, Northwestern Mutual, Wealth Management Company

John Taft
Vice Chairman, Baird

Hannah Brandt
2018 Olympic Gold Medalist, U.S. Women’s Hockey Team

Nicole Hensley
2018 Olympic Gold Medalist, U.S. Women’s Hockey Team

Kendall Coyne Schofield
2018 Olympic Gold Medalist, U.S. Women’s Hockey Team

Sponsors & Partners

2018 Sponsors

2018 MMI TITANIUM PARTNER:
• BNY Mellon

2018 MMI PLATINUM PARTNER:
• Fiserv

GOLD SPONSORS:
• CGI
• Vestmark

SILVER SPONSORS:
• Apex Clearing
• Archer
• Evestnet

BRONZE SPONSORS:
• Allego
• Cerulli
• Charles River
• Copy Talk

OPENING RECEPTION SPONSORS:
• Fiserv
• Cerulli Associates