MMI Annual Conference 2024 | Money Management Institute (MMI) | 15 October 2024 | Le Méridien Charlotte, 555 S McDowell St Tower, Charlotte, NC 28204, USA

Venue
Le Méridien Charlotte
Le Méridien Charlotte, 555 S McDowell St Tower, Charlotte, NC 28204, USA

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Event Date Tue Oct 15 EDT - Thu Oct 17 EDT (2 months ago)
Location Le Méridien Charlotte
555 S McDowell St Tower, Charlotte, NC 28204, USA
Region Americas
Details

Join us for three dynamic days packed with expert insights, enlightening discussions, and unmatched opportunities to connect face-to-face with leaders and colleagues across the investment advisory solutions industry.

Our leading-edge conference program will delve into the key trends driving the future of investment advice and solutions, with an exciting blend of keynote presentations, specialized track sessions, and extensive networking opportunities.

Secure your spot now for the investment advisory industry’s premier event of the year!

Speakers

2024 Speakers

CHAIRS:

Kara Julian
Managing Director, Head of Consulting Group, Morgan Stanley

Brad Jung
Managing Director, Head of North America, Advisor and Intermediary Solutions, Russell Investments

SPEAKERS:

Jeff Bush
Principal, The Washington Update

Laura Edell
Chief Data Scientist AI Markets and Innovation, Microsoft

Lacy Garcia
Founder and CEO, Willow

Sponsors & Partners

2024 Sponsors

GOLD SPONSOR:
• Asset Mark

SILVER SPONSOR:
• S&P Dow Jones Indices

BRONZE SPONSORS:
• ISS Market Intelligence
• My Vest

OPENING RECEPTION PRESENTING SPONSOR:
• Morningstar Wealth

NIGHT TWO RECEPTION SPONSORS:
• Allspring
• Dimensional
• Horizon Investments
• Merrill

HOTEL KEY CARD SPONSOR:
• Archer

WIFI SPONSOR:
• Jackson

SPONSOR:
• Door