To log out of mminst.org, please click here.

2025 MMI Leadership Pathway Seminar

June 11 - 13, 2025

Denver, CO | Hilton Denver City Center

CE Credits
Register

Charged admission

Open to MMI members and non-members

The Seminar 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

Seminar Co-Chairs:
Mindy Freedman, Vice President, SMA Enterprise Distribution, Fidelity Institutional®
Luke Iunker, Vice President, Relationship Management, Kathy Freeman Company

The Leadership Pathway Seminar is an exclusive event crafted for emerging leaders in the investment advisory industry. This unique conference is not just an event; it's a celebration of growth, collaboration, and the evolving landscape of industry leadership.

Designed by and for emerging leaders, this conference goes beyond the conventional. The agenda is tailored to address the specific leadership and professional development needs of those poised to shape the future of investment management. This year's conference will feature two days of groundbreaking sessions PLUS an additional evening of networking (on June 11) at the Hilton Denver City Center to kick off the event. 

Be part of this transformative experience, connect with industry visionaries, and propel your career to new heights. 

Note: This conference is designed for professionals with 5-10 years of career experience who aspire to enhance their leadership capabilities and make a substantial impact at their firm and within the industry. You do not have to participate in the Leadership Pathway program to attend. 

What is the Leadership Pathway program?

Leadership Pathway is a distinguished community and professional development program for selected investment advisory leaders with 5-10 years of industry experience. It promotes networking, collaboration, education, mentorship, and leadership. Members are respected emerging leaders within the industry and are looked upon to display initiative, take an active role in advancing their careers, and help address the important challenges that will shape the industry’s future. MMI is accepting applications for the next Leadership Pathway class – apply now

Agenda

Watch this space for the release of the MMI Leadership Pathway Seminar agenda. We are building out an exciting program that will educate, motivate, and inspire you.

When you make your travel arrangements, please plan to arrive in Denver the afternoon of Wednesday, June 11 for an evening networking activity to kick off the program. We will have a full day of sessions on Thursday, June 12, and the program will conclude no later than 1 PM MT on Friday, June 13.

Partners and Sponsors

2025 MMI Platinum Partner

2025 MMI Diversity, Equity and Inclusion Sponsor

Sponsor Opportunities

The Seminar represents a unique opportunity to build brand awareness and connect with emerging leaders from across the asset and wealth management industry. 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 DateRegistration TypeFee
Launch date – May 2Early$995
May 3 – June 11Regular$1,195

A fee of $100 will be added to registrations processed on-site. 

Venue and Hotel Information

Hilton Denver City Center
1701 California Street
Denver, CO 80202 
303.297.1300 

The Hilton Denver City Center is in the heart of downtown Denver, a half-mile from the Colorado Convention Center, and just one block from 16th Street, a popular stretch for dining, nightlife, and shopping. The hotel is 24 miles from Denver International Airport (DEN) and 16 miles from Centennial Airport (APA). 

Perks of staying onsite:

  • You’ll be in the center of the action for networking, business-building opportunities, and impromptu get-togethers. 
  • You won’t have to travel to connect with peers, event sponsors, and speakers – which means more time for networking!

Special MMI Rate: $269 per night plus taxes and fees
Reservation Cut-off Date: Tuesday, May 20, 2025

Policies

Cancellation/Transfer Policy

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Health and Safety Protocols


Contact

Attendee Registration

Speaker Registration

Erik Burns

Joan_2023_Summit

Sponsor Opportunities

Joan Lensing