Member Benefits
Member Benefits

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MMI Communities

Unique opportunities to connect, know, and grow.

MMI is committed to delivering a superior membership experience to its diverse and growing membership through connected communities.

We offer a range of communities, focused on specific fields or interests, which gives members the opportunity to make professional connections, discuss common issues and challenges, hear from guest speakers, and share best practices.

2024 CALENDAR

Michael Walton

Sage Advisory

How MMI Communities foster collaboration and help to enhance service to institutional clients.

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Samantha Greenstein

Money Management Institute

Our plans to grow MMI Communities in 2024.

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"MMI is uniquely positioned to connect all areas of the Alternative Investment industry. The organization enables you to stay informed and understand the latest trends, product evolution and developments in distribution channels. MMI helps us all drive the industry forward for the benefit of the investor community we serve.”

Senior Managing Director, Private Wealth Solutions

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"Being a co-chair of a MMI Committee has provided me with an opportunity to connect with industry colleagues I wouldn’t have necessarily had reason to know otherwise. These are connections that have grown over time and become meaningful in my network. I’m grateful to the organization for bringing the industry together.”

Managing Director, Head of Strategic Growth & Solutions

Josean Fernandez

Josean Fernandez

Ariel Investments

Explains the mission of MMI's Diversity, Equity, & Inclusion Community

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Advisory Products & Solutions

The Advisory Products & Solutions Community brings together experts in the investment advisory space to monitor changes in the products and solutions landscape (ETF, structured products, mutual funds, SMA & models) and serves as a resource for how these changes impact the industry and how advisors can effectively adapt.

The Advisory Products & Solutions Community's next call is December 4, 2024 at 12PM ET. Contact communities@mminst.org to join.

Co-Chairs

Jillian DelSignore

Nasdaq

Sharon Hughes

Morningstar

Shannon Larson

Osaic

Alternative
Investments

The Alternative Investments Community brings together stakeholders from across the alternative investment industry to address key trends and developments in the field. The AI forum serves as an expert resource on the development of new securities offerings, discussing emerging product and distribution trends and their appropriate placement in advisory solutions. 

Contact communities@mminst.org to join.

Co-Chairs

Alison Nest

Morgan Stanley

Bill Golden

Voya Investment Management

Annuity & Insurance
Solutions

The Annuity & Insurance Solutions Community encourages ongoing dialogue among key stakeholders from the product, distribution, asset manager and wealth management sides of the business. The community provides a form for business leaders to discuss emerging trends, collaborations, opportunities, and challenges.

 Contact communities@mminst.org to join.

Co-Chairs

Paula Nelson

Global Atlantic Financial Company

Andrew Jorg

Goldman Sachs

Jared Nepa

Lincoln Financial

Blockchain

The Blockchain Community educates industry leaders in the continuous evolution and growth of blockchain. The community provides a forum to address how blockchain is transforming the financial ecosystem through payments, recordkeeping, trading and investing. Experts discuss how industry practitioners are innovating solutions and what can be learned. 

Contact communities@mminst.org to join.

Co-Chairs

Michael Forstl

Exos Financial

John Sweeney

Momentum Capital Partners

Distribution
& Sales

The Distribution & Sales Community brings together advisory industry distribution leaders, heads of distribution, national sales managers, key accounts and marketing professionals, home-office specialists, and top wholesalers to address how to keep up with changes in the landscape and the reinvention of reaching advisors and investors. The community provides a forum for financial services sales professionals to discover, promote and enhance best practices. 
 

Co-Chairs

Jeff Carlin

Nuveen

John Moninger

Allspring Global Investments

Diversity, Equity
& Inclusion

The Diversity, Equity & Inclusion Community brings together industry chief diversity officers, DE&I professionals, and human resources business to facilitate thoughtful and action-oriented dialogue. The community helps to advance the efforts of diversity, equity, and inclusion in the financial services industry, and to share best practices. 

Co-Chairs

Naadia Burrows

Broadridge Financial Solutions

Rachel Cheeks-Givan

iCapital

Emerging Asset
Managers
($25B AUM and Less)

The Emerging Asset Managers ($25B AUM and Less) Community provides an executive forum designed for managers that are new to advisory solutions and are looking to enhance distribution and gain insight and perspective on the industry. 

MMI has also officially launched a new initiative, Thrive: The Premier Destination for Emerging Asset Managers! Learn more.

Co-Chairs

Robbie Cannon

Head, MMI EAM Thrive Initiative

Bonnie Belskis

Confluence Investment Management

Institutional

The Institutional Community brings together industry leaders whose focus is on serving the institutional marketplace and provide a platform to share best practices and integrate lateral perspectives between the institutional and wealth management space. The Community serves to share industry insight with colleagues to improve a collective ability to know, grow and serve the institutional space. 

Contact communities@mminst.org to join.

Co-Chairs

Mark Najarian

American Century

Michael D. Walton, AIF®

Sage Advisory

Legal & 
Compliance

The Legal & Compliance Community brings together senior business executives, chief compliance officers, and legal counsel to discuss regulatory and public policy developments. In an ever-evolving litigious and regulatory environment, the Legal & Compliance Community serves as a resource to examine current issues facing the advisory solutions industry.

The Legal & Compliance Community's calls take place on the third Thursday of each month at 12PM ET. Contact communities@mminst.org to join.

Co-Chairs

Julie Lyman

Bank of America Merrill Lynch

Rebecca Ulz

T. Rowe Price

Marketing

The MMI Marketing Community is designed to bring senior marketing professionals together and facilitate dialogue about the strategic role of marketing.

Advance, Learn, Inspire

  • Share and learn marketing best practices from leaders withing and outside the investment industry.
  • Build a network that fosters open discussion on current challenges and issues.
  • Inspire the "art of possibility" and the power of marketing as an industry discipline.

Co-Chairs

Kelly Vives

Allspring Global Investments

Paul Zettl

Cohen & Steers

Technology &
Digital Advice

The Technology & Digital Advice Community brings together leaders in the financial services industry to identify technological/digital advances, trends, opportunities, best practices and challenges. The community further provides comprehensive advice where technology and advisory delivery helps investors achieve their financial goals. 

The Technology & Digital Advice Community's next call is December 11, 2024 at 12PM ET. Contact communities@mminst.org to join.

Co-Chairs

Charlie Haims

MyVest

Amanda Lott

J.P. Morgan

Request to Join!

While there are communities that are available to MMI members-only, there are also communities that are open to everyone. Please fill out the fields below and let us know what communities you are interested in learning more about.

Select the communities you want to join.
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