MMI Annual Conference 2021 | Money Management Institute (MMI) | 20 October 2021 | Virtual Event
Venue
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| Event Date |
Wed Oct 20 MDT - Thu Oct 28 MDT (about 3 years ago)
In your timezone (EST): Wed Oct 20 3:00pm - Thu Oct 28 6:00pm |
| Location | Virtual Event |
| Region | Americas |
Details
This year’s event will bring together the business executives, innovators, and thought leaders driving the accelerated transformation taking place in the investment advisory arena.
While we can’t be together in person, we can promise you a thought-provoking program packed with important topics, all-star speakers, and opportunities to connect with colleagues from across the industry.
Be part of the excitement and dialogue – and plan to bring your team! Group pricing makes it possible to share the Annual Conference experience with associates who might not have been able to attend in person.
Speakers
2021 Speakers
CO-CHAIRS:
Co-Chairs:
Tom Sholes
Chief Strategy Officer, Managing Director, BNY Mellon | Pershing
Lily Trager
Head of Investing with Impact, Managing Director, Morgan Stanley Wealth Management
Sponsors & Partners
2021 Sponsors and Partners
TITANIUM PARTNER:
• InvestCloud
PLATINUM PARTNERS:
• BNY Mellon
• ENVESTNET
COBALT PARTNERS:
• ARCHER
• Broadridge
• Charles River
• Vestmark
GOLD SPONSOR:
• Refinitiv
BRONZE SPONSORS:
• ISS MI
• MARS SALESFOCUS SOLUTIONS
MEDIA RELATIONS SPONSOR:
• J Connelly