MMI Summit 2023 | Money Management Institute (MMI) | 29 March 2023 | The Vinoy St. Petersburg Resort & Golf Club , 501 5th Avenue NE, St. Petersburg, FL 33701

The Summit marquee annual leadership event that brings together the investment advisory industry’s senior business leaders from asset managers, wealth managers, and solutions providers. Join us for two days of elevated perspective, thought-provoking insights, and lots of dedicated time for small group, peer-to-peer discussions.

The program will focus on the issues that are top-of-mind for advisory leaders right now – everything from maintaining a growth mindset in uncertain times to upskilling and talent strategies, preparing for the next big disruptor, and harnessing the power of digital transformation. Don’t miss this unique chance to explore key opportunities and challenges with the brightest minds and most innovative leaders in the advisory space.

2023 Speakers

Jean Heath
Principal Director, Asset Management Relations, Envestnet

Brian Schappert
SVP, Co-Head of US Intermediary Distribution, American Century Investments

Yael Grushka-Cockayne
Associate Professor of Business Administration, Darden School of Business Visiting Associate Professor Administration, Harvard Business School

Dr. David A. Bray
Distinguished Fellow, Henry L. Stimson Center Non-Resident Distinguished Fellow, Business Executives for National Security

2023 Sponsors and Partners

TITANIUM PARTNER:
• Invest Cloud

PLATINUM PARTNERS:
• BNY Mellon
• Broadridge
• Envestnet
• Refinitiv

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

KEYNOTE SPONSORS:
• CAIS
• 4U Platform

BRANDED KEY CARD SPONSOR:
• Archer

TECHNOLOGY SPONSOR:
• Moody's Analytics

DIVERSITY AND INCLUSION PIONEER SPONSOR:
• Invesco QQQ