2026 MMI Annual Conference Photos
2026 MMI Annual Conference Photos
Thank you for attending the 2026 MMI Annual Conference.
We welcome you to participate with intent by downloading and sharing the photos below. To save a photo, simply right-click and select “Save image as.”
Don’t forget to tag Money Management Institute on LinkedIn and use the hashtag #MMIAnnualConference.
Registration & Networking Luncheon
Registration & Networking Luncheon
New Member Luncheon
New Member Luncheon
Welcome & Opening Remarks
Welcome & Opening Remarks
Joan Lensing, Patty Quinn McAuley, Craig Pfeiffer, Kyle Thompson
Joan Lensing, Patty Quinn McAuley, Craig Pfeiffer, Kyle Thompson
Opening Keynote Presentation: Leading When It Matters: Building Culture, Trust, and Purpose
Opening Keynote Presentation: Leading When It Matters: Building Culture, Trust, and Purpose
Bradley Geary, John Moninger
Bradley Geary, John Moninger
Beyond Financial Success: What Investors Really Want from Wealth Management
Beyond Financial Success: What Investors Really Want from Wealth Management
Hasan Malik, Russ Tipper
Hasan Malik, Russ Tipper
Defining the Advisor Value Proposition in the Age of AI
Defining the Advisor Value Proposition in the Age of AI
Brad Jung, Danielle Labotka, PhD, John Stevens
Brad Jung, Danielle Labotka, PhD, John Stevens
Day 1 Networking & Refreshment Break
Day 1 Networking & Refreshment Break
2026 MMI Investment Advisory Pulse Survey: Key Findings
2026 MMI Investment Advisory Pulse Survey: Key Findings
Tim Kresl
Tim Kresl
Personalization Alpha: The New Operating System for Wealth Management
Personalization Alpha: The New Operating System for Wealth Management
Cheri Belski, Dana D’Auria, Chris Scott-Hansen
Cheri Belski, Dana D’Auria, Chris Scott-Hansen
Executive Insights: Empowering Investor Success in a More Complex Landscape
Executive Insights: Empowering Investor Success in a More Complex Landscape
Kunal Kapoor, Craig Pfeiffer
Kunal Kapoor, Craig Pfeiffer
Partnership in Action: Gateway Foundation x Sapere Aude Consortium
Partnership in Action: Gateway Foundation x Sapere Aude Consortium
Jill Brown, Maeve Luparello
Jill Brown, Maeve Luparello
Recognizing Excellence: MMI Industry Leadership Award & MMI Distinguished Service Award
Recognizing Excellence: MMI Industry Leadership Award & MMI Distinguished Service Award
Dalton Gustafson, Abigail Johnson, Arlen Oransky, Craig Pfeiffer
Dalton Gustafson, Abigail Johnson, Arlen Oransky, Craig Pfeiffer
Opening Reception at Fenway Park
Opening Reception at Fenway Park
Day 2 Networking Breakfast
Day 2 Networking Breakfast
Day 2 Welcome
Day 2 Welcome
Patty Quinn McAuley, Kyle Thompson
Patty Quinn McAuley, Kyle Thompson
From Access to Adoption: Bringing Private Markets into the Advisory Mainstream
From Access to Adoption: Bringing Private Markets into the Advisory Mainstream
Sean Connor, David McNatt, Andrew Tarver
Sean Connor, David McNatt, Andrew Tarver
2026 Regulatory Watchlist: Five Critical Issues for Asset & Wealth Management Leaders
2026 Regulatory Watchlist: Five Critical Issues for Asset & Wealth Management Leaders
Scott Kirwin
Scott Kirwin
What’s your Return-on-Interaction? How to Discuss What Matters Most
What’s your Return-on-Interaction? How to Discuss What Matters Most
Anita Heisl, Julie Okada
Anita Heisl, Julie Okada
MMI Professional Development Group Photos
MMI Professional Development Group Photos
Breakouts Session 1: Session A – Tax Management Becomes the Portfolio
Breakouts Session 1: Session A – Tax Management Becomes the Portfolio
Emily Gray, Kerry Pierce, Brendan Powers
Emily Gray, Kerry Pierce, Brendan Powers
Breakouts Session 1: Session B – What Leading Advisors Do Differently and How Firms Can Engage Them
Breakouts Session 1: Session B – What Leading Advisors Do Differently and How Firms Can Engage Them
Beth Finegan, Jack Otter
Beth Finegan, Jack Otter
Breakouts Session 1: Session C – Social Media in the New Distribution Ecosystem
Breakouts Session 1: Session C – Social Media in the New Distribution Ecosystem
Nick Restivo, Samantha Russell
Nick Restivo, Samantha Russell
Breakouts Session 1: Session D – Beyond Beta: The ETF Opportunities That Will Shape the Next Decade
Breakouts Session 1: Session D – Beyond Beta: The ETF Opportunities That Will Shape the Next Decade
Michael Dworacek, Daniil Shapiro, Lukas Smart, Alec Wentworth
Michael Dworacek, Daniil Shapiro, Lukas Smart, Alec Wentworth
Breakouts Session 2: Session A – From Models to Mass Personalization: Delivering Customized Portfolios at Scale
Breakouts Session 2: Session A – From Models to Mass Personalization: Delivering Customized Portfolios at Scale
Mark Aziz, Brandon Fabiani, Paul Ricciardelli, Greg Weiss
Mark Aziz, Brandon Fabiani, Paul Ricciardelli, Greg Weiss
Breakouts Session 2: Session B – When AI Outruns Infrastructure: The Coming Data Divide
Breakouts Session 2: Session B – When AI Outruns Infrastructure: The Coming Data Divide
Ben Blaisdell, Mark McShane, Ashley Wood
Ben Blaisdell, Mark McShane, Ashley Wood
Breakouts Session 2: Session C – Rethinking the Distribution Talent Pipeline
Breakouts Session 2: Session C – Rethinking the Distribution Talent Pipeline
Brad Baker, Neil Bathon, Daniel Noonan, Andrew Stavaridis
Brad Baker, Neil Bathon, Daniel Noonan, Andrew Stavaridis
Breakouts Session 2: Session D – From Access to Mindshare: Driving Private Markets Education & Adoption
Breakouts Session 2: Session D – From Access to Mindshare: Driving Private Markets Education & Adoption
Jennifer Abate, Bill Duffy, Marina Rayman
Jennifer Abate, Bill Duffy, Marina Rayman
Day 2 Networking Luncheon
Day 2 Networking Luncheon
Breakouts Session 3: Session A – Tokenization: Disruption, Opportunity, and the Future of Asset Management
Breakouts Session 3: Session A – Tokenization: Disruption, Opportunity, and the Future of Asset Management
Ric Golubov, Aisha Hunt
Ric Golubov, Aisha Hunt
Breakouts Session 3: Session B – What Wealth Platforms Need from Asset Managers – and What They No Longer Value
Breakouts Session 3: Session B – What Wealth Platforms Need from Asset Managers – and What They No Longer Value
Lee Kowarski, Anthony Scalese, Wendy Strutt
Lee Kowarski, Anthony Scalese, Wendy Strutt
Breakouts Session 3: Session C – Generational Overhaul: How to Better Serve Next Gen Advisors & Investors
Breakouts Session 3: Session C – Generational Overhaul: How to Better Serve Next Gen Advisors & Investors
Meredith Rice, Linda York
Meredith Rice, Linda York
Breakouts Session 3: Session D – Innovation to Implementation: The Keys to Scaling Private Markets in Wealth
Breakouts Session 3: Session D – Innovation to Implementation: The Keys to Scaling Private Markets in Wealth
Stella Dadson, Helen Flood, Sophie Gechijian, Joshua Masia
Stella Dadson, Helen Flood, Sophie Gechijian, Joshua Masia
Breakouts Session 4: Session A – Inside the Wealth Management Value Chain: Build, Buy, or Partner?
Breakouts Session 4: Session A – Inside the Wealth Management Value Chain: Build, Buy, or Partner?
Corey Fiedler, Steve Harris, Shannon Larson
Corey Fiedler, Steve Harris, Shannon Larson
Breakouts Session 4: Session B – The New RIA Roadmap: Rethinking Sales, Service, and Partnership
Breakouts Session 4: Session B – The New RIA Roadmap: Rethinking Sales, Service, and Partnership
Alex Garfield, Tom Kiley, Tony Svach
Alex Garfield, Tom Kiley, Tony Svach
Breakouts Session 4: Session C – The AI Prompt Playbook: Best Practices for Better Results
Breakouts Session 4: Session C – The AI Prompt Playbook: Best Practices for Better Results
Susan Theder, Paul Zettl
Susan Theder, Paul Zettl
Breakouts Session 4: Session D – From Approval to Adoption: What Makes a Product Platform-Ready
Breakouts Session 4: Session D – From Approval to Adoption: What Makes a Product Platform-Ready
Joshua Cumberland, Brooks Friederich, Danielle Singer
Joshua Cumberland, Brooks Friederich, Danielle Singer
Next Generation Digital Distribution
Next Generation Digital Distribution
Ed Buecker, Sarah Johnson
Ed Buecker, Sarah Johnson
Keeping Accountable: What are Your Top Three Must-Do’s?
Keeping Accountable: What are Your Top Three Must-Do’s?
Patty Quinn McAuley, Kyle Thompson
Patty Quinn McAuley, Kyle Thompson
2026 MMI/Barron’s Industry Awards Presentation
2026 MMI/Barron’s Industry Awards Presentation
Matt Coldren, Beth Finegan, Samantha Greenstein, Suzanne Lieb
Matt Coldren, Beth Finegan, Samantha Greenstein, Suzanne Lieb
A Legacy of Leadership: Honoring Craig Pfeiffer
A Legacy of Leadership: Honoring Craig Pfeiffer
Craig Pfeiffer
Craig Pfeiffer
Night Two Reception: Seaport Social
Night Two Reception: Seaport Social
Day 3 Networking Breakfast
Day 3 Networking Breakfast
Advisory Products & Solutions Community Exchange
Advisory Products & Solutions Community Exchange
Distribution & Sales Community Exchange
Distribution & Sales Community Exchange
Marketing Community Exchange
Marketing Community Exchange
Leadership Pathway Meeting
Leadership Pathway Meeting
© 2026 Money Management Institute. All Rights Reserved.
© 2026 Money Management Institute. All Rights Reserved.
© 2026 Money Management Institute. All Rights Reserved.
© 2026 Money Management Institute. All Rights Reserved.