OCTOBER 7–9, 2026 · BOSTON
For three days in Boston, the leaders moving investment advice forward will step out of the noise and into the conversations that change what happens next. Not another conference. A rare alignment of minds, urgency, trust, and momentum.
2026 MMI Annual Conference
October 7–9, 2026
The Westin Boston Seaport District
Submitted for CIMA®, CPWA®, CIMC®, and RMA® CE credits
Open to members, non-members, and press
WHY IT MATTERS
The advisory business is being reshaped in real time—by technology, client expectations, platform economics, regulation, talent, and the pressure to prove durable value. The Annual Conference is where leaders stop reacting alone and start seeing the whole map together.
Be part of the conversations that matter most
From keynotes and track sessions to unscripted hallway exchanges, hear what leaders are really thinking, facing, and building next.
Clarity before the next wave hits
Step away from inbox urgency and return with sharper judgment about the trends, challenges, and innovations shaping advice.
A network that remembers your name
Face-to-face time with peers, decision-makers, partners, and industry experts who understand the weight of the work.
PROGRAM RHYTHM
WED · OCT 7
Arrive. Reconnect. Step into the signal.
Registration and networking lunch begin at 11:00 AM. The first session opens at 1:00 PM—setting the tone for the conversations everyone will carry through Boston.
THU · OCT 8
Go deep where the future is forming.
A compelling mix of keynote presentations, specialized track sessions, collaborative discussions, and networking experiences focused on what matters now.
FRI · OCT 9
Leave before lunch with more than notes.
The conference closes no later than 11:00 AM—early enough to travel, late enough to leave changed by the people and ideas you encountered.
AGENDA
WHAT IT FEELS LIKE
Last year’s conference had the unmistakable charge of people leaning forward—asking sharper questions, meeting the people they had only known by reputation, and leaving with a clearer sense of where the industry is headed.
OUR CO-CHAIRS
CONFERENCE CO-CHAIR
Patty Quinn McAuley
SVP, Head of Marketing · Clark Capital Management Group
CONFERENCE CO-CHAIR
Kyle Thompson
SVP, Strategic Relationships Manager · Voya Investment Management
SPONSOR & EXHIBITOR EXPERIENCE
Download the Brochure
→
600+ leaders
A senior room built for decision-makers.
High-impact visibility
A presence before, during, and after the event.
Real conversations
Beyond impressions—relationships that create lasting value.
For additional information and to secure your sponsorship, please contact:
Joan Lensing
EVP, Chief Programming Officer
jlensing@mminst.org
646-868-8518
2026 SPONSORS
REGISTRATION FEES
Pre-August 8
Member Fee
$2,445
Volume Discount*
Member Fee
$2,200.50
Non-Member Fee
$3,145
Volume Discount*
Non-Member Fee
$2,830.50
August 9 – September 12
Member Fee
$2,545
Volume Discount*
Member Fee
$2,290.50
Non-Member Fee
$3,245
Volume Discount*
Non-Member Fee
$2,920.50
September 13 – October 9
Member Fee
$2,645
Volume Discount*
Member Fee
$2,380.50
Non-Member Fee
$3,345
Volume Discount*
Non-Member Fee
$3,010.50
VENUE & HOTEL INFORMATION
*Important: The special MMI rate is guaranteed for reservations made on or before the cut-off date on a space-available basis.
CONTACT
Attendee Registration
Speaker Registration
Katie Gareis
Assistant Vice President, Programming Associate
kgareis@mminst.org
646-868-8529
Sponsorship Opportunities
Joan Lensing
Executive Vice President, Chief Programming Officer
jlensing@mminst.org
646-868-8518
Fees & Billing
POLICIES
Cancellation/Transfer Policy
MMI Conference Code of Conduct/Antitrust
Health & Safety Protocols
Boston is where the investment advisory industry gathers to compare notes, challenge assumptions, and decide what leadership looks like next.
Secure your spot
