MMI Emerging Asset Managers Forum 2023 | Money Management Institute | 11 May 2023 | Hilton Denver City Center, 1701 California St, Denver, CO 80202, USA

This unique event is geared toward senior executives at asset management firms with less than $25 billion in intermediary advisory assets. As always, the centerpiece of the Forum will be a series of small-group roundtable discussions that put you face-to-face with representatives from leading wirehouse, national, TAMP and other sponsor firms.

You will also hear from industry experts and leaders on the critical distribution, product, and operational issues that are top of mind with emerging asset managers in today's extremely fluid business and market environment.

We hope you will join us and spread the word to colleagues within your own firm and around the industry. Non-members are welcome.

2023 Speakers

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

Steven Carl
Principal, Chief Distribution Officer, Chairman of the Executive Committee, Madison Investments

Gabriel Gavilanes
Executive Director, National Accounts – RIA Aggregators, FS Investments

Matthew Cooper
President, Beacon Pointe Advisors

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

Bing Waldert
Managing Director, U.S. Research, Cerulli Associates

Bobby Brooks
President of RiverShares, RiverFront Investment Group

Steve Kyllo
Senior Vice President, Director and Chief Compliance Officer, SS&C ALPS

TBA

Matt Caulfield
Chief Revenue Officer, Archer

Matt Harris
Associate Director, Asset & Wealth Management Consulting – North America, Alpha Financial Markets Consulting

Sara Levin
Director, ETF and Derivative Trading, WallachBeth Capital

Brent Nicks
Associate Director, Oyster Consulting, LLC

Andrew Folsom
Senior Investment Analyst, Wells Fargo Investment Institute

Kristen Griffin
Head of Investment Manager Analysis, UBS

Anna Snider
Head of Due Diligence, CIO Office, Bank of America Merrill Lynch

Jason Hoody
Head of Investment Manager Research, LPL Financial

Johnny Suarez
Director, Manager Research, Asset Management Services, Raymond James

Aaron Hanson
Vice President, Manager – U.S. Due Diligence, Global Manager Research, RBC Wealth Management

Zoe Brunson
Chief Investment Strategist, AssetMark

Brooks Friederich
Principal Director, Investment Solutions Strategy, Envestnet

Chris Hart
Head of Investment Due Diligence, Orion

Sharon Hughes
Director, Third Party Asset Manager Network, Morningstar

Will Beck
Senior Vice President, Wilshire Associates

Cameron Cooke
Executive Vice President, Investment Consulting, HUB Retirement and Wealth Management

Rufat Garalov
Senior Investment Analyst, Transamerica Asset Management

Raani Varma
Senior Research Analyst, Investment Manager Research, Charles Schwab Investment Advisory

Mark Spina
President and Chief Revenue Officer, FLX Networks

Phil Edelstein
Founder, Substance Strategy & Creative

Azy Kiai
Senior Vice President, Marketing, U.S., White Marble Consulting

Cindy Knowlton
Director of Marketing, Segall Bryant & Hamill

Arne Noack
Head, Systematic Investment Solutions, Americas, DWS Group

Robbie Cannon
Founder, Board Member, Horizon Investments

Steven Carl
Principal, Chief Distribution Officer, Chairman of the Executive Committee, Madison Investments

Kirsten Pickens
Co-Head of U.S. Distribution, FS Investments

Mark Rewey
Director of Marketing & Business Development, Segall Bryant & Hamill

2023 Sponsors and Partners

COBALT PARTNERS:
• Archer
• Charles River
• Smart X Advisory Solutions
• Vestmark

FORUM CHAMPION SPONSOR:
• Xtrackers

FORUM LEADERSHIP SPONSOR:
• Wallach Beth

DIVERSITY AND INCLUSION PIONEER SPONSOR:
• Invesco QQQ