MMI Summit 2024 | Money Management Institute (MMI) | 13 March 2024 | JW Marriott Miami Turnberry Resort & Spa, 19999 W Country Club Dr, Aventura, FL 33180, USA

This summit marquee annual leadership event that brings together the investment advisory industry’s most 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.

Our Summit program will focus on the issues that are top-of-mind for advisory leaders right now. Don’t miss this unique chance to explore key opportunities and challenges with the brightest minds and most innovative leaders in the advisory space.

The summit is a leadership conference built for senior-level executives and restricted to MMI member firms. As a rule, attendees are C-suite level, EVPs, SVPs, Managing Directors, Directors, and business unit leaders with responsibility for investment advisory distribution, product, platform, technology, and strategy. To preserve the intimate feel of the Summit, each member firm is permitted to send up to four attendees this year.

2024 Partners & Sponsors

MMI TITINIUM PARTNER:
• Investcloud

PLATINUM PARTNERS:
• BNY Mellon
• Broadridge
• Envestnet

COBALT PARTNERS:
• Archer
• CharlesRiver
• SmartX
• Vestmark

SILVER SPONSOR:
• Blue Owl

KEYNOTE SPONSOR:
• 4U Platform

KEY CARDS SPONSOR:
• Archer

DIVERSITY, EQUITY AND INCLUSION PIONEER SPONSOR:
• Invesco QQQ