2025 MMI Summit
March 27 - 28, 2025
Fort Lauderdale, FL | Marriott Harbor Beach Resort & Spa
Charged admission
MMI members only
Press not allowed
CE Credits:
The 2025 MMI Summit program is being submitted to Investments & Wealth Institute for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. If credits are approved, the relevant approval code(s) will be shared with attendees after the event.
Overview
Co-Chairs:
Annie Brown, Co-Head of Wealth Management, U.S. Intermediaries, T. Rowe Price
Jay Link, Head of Fiduciary Programs and Platforms, Bank of America Merrill Lynch
The Summit is MMI’s marquee annual leadership event that brings together the investment advisory industry’s most senior business leaders from asset managers, wealth managers, and solutions providers.
More information will be released soon!
Sponsor & Exhibitor Opportunities
The 2025 MMI Summit offers a unique opportunity to build brand awareness with the advisory solutions industry’s most senior business leaders and decision makers, showcase your firm's offerings, and make new connections. 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
Hotel Information
Marriott Harbor Beach Resort & Spa
3030 Holiday Drive
Fort Lauderdale, FL 33316