MMI Annual Conference 2020 | Money Management Institute (MMI) | 6 October 2020 | Virtual Event Series

The virtual set-up opens up exciting opportunities to re-imagine the conference program and sessions. And more individuals will be able to participate and enjoy the content, speakers, and overall experience – all without leaving the comfort and safety of their own homes and offices.

What You Can Expect:

•Timely and topical sessions – everything from social justice and leading through adversity to the U.S. election year outlook and how COVID-19 will permanently change the advisory industry.

•Seven subject matter tracks – so you can build a personalized agenda that suits your interests and needs.

•New ways to share information and build relationships – two bonus days of Virtual Meetups, Structured Discussion Groups, and Interactive Networking.

This October – from wherever you are – make sure you’re in the virtual “room where it happens” for the investment advisory solutions community.

2020 Speakers

SPEAKERS:

Walt Bettinger
President & CEO, Charles Schwab Corporation

Tash Elywn
President & CEO, Raymond James & Associates

Carla Harris
Vice Chairman, Global Wealth Management & Senior Client Advisor Morgan Stanley

Shundrawn Thomas
President, Northern Trust Asset Management

Greg Valliere
Chief U.S. Policy Strategist, AGF Investments

2020 Sponsors

PLATINUM PARTNER:
•BNY MELLON

2020 MMI COBALT PARTNERS:
•Charles River
•Envestnet

TITANIUM PARTNER
•Tegra118