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2024 MMI Annual Conference

2024 MMI Annual Conference

October 15 - 17, 2024

Charlotte, NC | The Sheraton & Le Méridien Charlotte Hotel Complex

CE Credits

Charged admission

Open to MMI Members and Non-Members

Press welcome

The 2024 Annual Conference program is being submitted to Investments & Wealth Institute for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. The relevant approval code(s) will be shared with attendees after the event if credits are approved.

Overview

Co-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

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!

Agenda

Watch this space for the release of the 2024 MMI Annual Conference agenda. Our planning committee is building out an exciting program focused on the issues that are top-of-mind for advisory industry leaders and with lots of dedicated time for small-group, peer-to-peer discussions.

For travel planning purposes:

The Conference will begin with Registration and a Networking Luncheon at 11:30 AM on Tuesday, October 15. The first session will kick off promptly at 1:00 PM.
The Conference will conclude no later than 11:00 AM on Thursday, October 17.

Partners & Sponsors

Titanium Partner

Platinum Partners

Cobalt Partners

2024 Media Sponsor

MMI Diversity, Equity & Inclusion Pioneer Sponsor

Sponsor and Exhibitor Opportunities

The 2024 MMI Annual Conference represents a unique opportunity to create high-impact brand awareness with investment advisory business leaders and decision-makers and build relationships. A limited number of high-profile Sponsor opportunities are available.

For additional information, please contact:
Joan Lensing
EVP, Chief Programming Officer
jlensing@mminst.org
646.868.8518

Registration Fees

Registration Date	Registration Type	Fee MMI Member	Volume Discount MMI Member¹	Fee Non-Member	Volume Discount Non-Member¹
Launch date – August 2	Advance	$2,245	$2,145	$2,545	$2,445
August 3 – September 27	Early Bird	$2,345	$2,145	$2,645	$2,445
September 28 – October 14	Standard	$2,445	$2,145	$2,745	$2,445
Launch date – October 14	Academy, Leadership Pathway and Executive IQ program participants²	$1,956	N/A	N/A	N/A

¹A volume discount of $300 off the Standard fee applies once 2 registrants from the same firm register for the Annual Conference at the prevailing full price. Only full price registrations are considered in determining eligibility for the Volume Discount. Email events@mminst.org for the volume discount code before registering.

²Members of the 2024 Academy class, 2023-2024 Leadership Pathway classes, and 2023-2024 Executive IQ cohorts are eligible for a 20% discount off the standard registration fee. Email events@mminst.org for the appropriate discount code before registering.

Hotel Reservations and Information

The Sheraton Charlotte/Le Meridien Charlotte Hotel Complex
555 South McDowell Street
Charlotte, NC 28204

The Sheraton Charlotte/Le Meridien Charlotte Hotel Complex consists of two connected hotel properties offering similar amenities. The Complex is situated in Uptown Charlotte and is close to downtown businesses, eclectic dining, and entertaining nightlife. It also boasts a state-of-the-art fitness center, and City Lights, a rooftop venue where signature cocktails are paired with some of the best sunset views and light bites in the area.

Fun fact: Nicknamed the Queen City, Charlotte is named in honor of Charlotte of Mecklenburg-Strelitz, the queen consort of British King George III during the time of the city's founding.

Reservation Information:

Reservation deadline: Monday, September 23, 2024
Special MMI room rate: $229 per night plus taxes*
*The special MMI rate is guaranteed for reservations made on or before the cut-off date on a space-available basis.
Reserve a guest room here at either hotel. Note: Although there is a single reservation link for both hotels, they have separate websites if searched online.