MMI Summit 2020 | Money Management Institute (MMI) | 26 March 2020 |

The MMI Summit annually brings together the industry’s most senior leaders for two days of elevated discussions about advancing the future of investment advice and solutions. With an outstanding speaker lineup and the most influential decision makers in the advice business in attendance, the Summit focuses on the most important industry developments and how they impact growth strategy, leadership management and execution, and bottom-line results.

To provide an intimate and executive-level experience, each MMI member firm is permitted to send up to four representatives. As a rule, attendees should be C-suite level, EVPs, SVPs, Managing Directors, and business unit leaders.

The 2020 Program
Expectations are higher than ever in the advice business – on all fronts. What once was considered “wow” factor is now table stakes. What previously could be charged for is now given away. Firm budgets are lower and getting squeezed. How can wealth managers, asset managers, and solutions providers deliver an outstanding – and differentiated – client experience as needs and preferences evolve rapidly?

This year’s Summit will examine The Value-Add Imperative from all sides, sharing expert insights, diverse perspectives, and new approaches to enhance the value proposition of every stage and experience – and all participants – in the advice delivery chain.

2020 Speakers

CO-CHAIRS:

Eric Koestner
Principal, Packaged Products, Edward Jones

Sue Thompson
Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors

FEATURED SPEAKERS:

Gretchen O'Hara
Vice President , Microsoft

Greg Valliere
Chief U.S. Policy Strategist, AGF Investments

Joe Duran
CEO, United Capital, A Goldman Sachs Company

Michael Durbin
President, Fidelity Institutional

Cheryl Nash
President, Fiserv, Investment Services

SPEAKERS:

Tyler Cloherty
Head of Knowledge Center, Casey Quirk

Chloe Gardner
Senior Consultant, Casey Quirk

Peter Keuls
Head of Performance Consulting Practice and Global Head of Wealth Management, Aon

David Lo
Associate Partner, Head of U.S. Client Insight, Aon

Basel Raslan
Manager, Wealth Management, Aon

Michael Foy
Senior Director, Wealth Management Practice, J.D. Power

MODERATORS:

Craig Pfeiffer
President and CEO, Money Management Institute

Clint Harris
Head of Wealth Management Platforms, INVESCO

Kathy Freeman Godfrey
CEO, Kathy Freeman Company

Lee Kowarski
Vice President, Head of Data Science and Distribution Solutions, SS&C

John Moninger
Director of Retail Sales, Eaton Vance

Thomas Sholes
Chief Strategy Officer; Managing Director, Head of Global Strategy and Product Management, BNY Mellon | Pershing

Annie Brown
Head of Broker/Dealer Distribution, T. Rowe Price

PANELISTS:

Gary Gallagher
Head of Investment and Managed Solutions, Fidelity

Jaime Magyera
COO & Head of Business Strategy, US Wealth Advisory Business, BlackRock

Stephen Patrickakos
Managing Director, Managed Solutions Group, Merrill Lynch

Lauren Wagner Boyman
CMO, KPMG North America

Seth Morrison
CMO, SEI

Stephen Tisdalle
CMO, State Street Global Advisors

Ken Burd
Director, Distribution Business Intelligence, Principal Global Investors

Stephanie Meadows
SVP, Director of Relationship Management, Wells Fargo Advisors

Jeff Mehi
Vice President, Sales Strategy & Enablement, US Global Wealth Management, PIMCO

Mark Donoghue
Managing Director, Head of Global ETPs & SMAs, Merrill Lynch

Heather Fischer
Vice President, Third Party Mutual Funds, ETFs & 529s, Charles Schwab

Shannon Larson
Senior Vice President, Product Management & Development, Advisor Group

Brendan Clark
CEO, Clark Capital Management Group

Mark Price
Head of Managed Account Portfolio Solutions, UBS Asset Management

Greg Weiss
Managing Director, Head of Managed Accounts, BlackRock

Bradley Kellum
Partner, Oliver Wyman

Jay Rattigan
Head of Managed Investments Oversight, Merrill Lynch

Casey Wamsley
Principal, Senior Investment Consultant, Mercer

2020 Sponsors and Partners

TITANIUM PARTNER:
• Tegra 118

PLATINUM PARTNER:
• BNY Mellon

COBALT PARTNERS:
• Charles River
• Envestnet

SILVER SPONSOR:
• Archer

BRONZE SPONSOR:
• Discovery Data