7:15 AM - 8:00 AM
45 Min(s) | Networking Breakfast | |
8:00 AM - 8:10 AM
10 Min(s) | Day Two Welcome
Conference Co-Chairs:
Kara Grehan, Head of Global Financial Institutions, BNY Investments
John McDonough, Head of Americas Distribution, Invesco | |
8:10 AM - 9:00 AM
50 Min(s) | The Washington DC Landscape: Deregulation & the Impacts on Financial Services
Sponsored by
Monica Guerra, Head of U.S. Policy, Morgan Stanley
Greg Valliere, Chief U.S. Policy Strategist, AGF Investments | |
9:00 AM - 9:30 AM
30 Min(s) | Shaping a Wealth-Connected Future: A CEO Conversation
Join Jeff Yabuki and Craig Pfeiffer for a forward-looking view of the forces reshaping wealth management. From smarter technology and data-driven personalization to connected ecosystems transforming client experiences, this session explores the evolution and future of wealth management, wealth technology, and investing. Craig and Jeff will also discuss the emergence of private markets and alternative investments, and how investors can unlock scalable access to both. Most importantly, this engaging dialogue will reveal how the industry can bridge innovation and collaboration to build a smarter, more connected financial future.
Jeff Yabuki, Chairman and CEO, InvestCloud
Craig Pfeiffer, President and CEO, Money Management Institute | |
9:30 AM - 9:50 AM
20 Min(s) | MMI Industry Leadership Award
The 2025 MMI Industry Leadership Award is presented to an individual whose visionary leadership and accomplishments have made significant and lasting contributions to the asset and wealth management industry and the stakeholders it serves.
Introductions:
Craig Pfeiffer, President and CEO, Money Management Institute
John Moninger, Head of U.S. Distribution, Allspring Global Investments
Honoree:
Kate Burke, CEO, Allspring Global Investments | |
9:50 AM - 10:00 AM
10 Min(s) | The Next Wave of Inclusion in Financial Services
This quick-hit session provides a forward-thinking perspective on how inclusion can unlock growth, expand opportunities, and drive stronger performance across the financial services industry.
Miguel Thames, President and CEO, National Association of Securities Professionals (NASP)
Craig Pfeiffer, President and CEO, Money Management Institute | |
10:00 AM - 10:30 AM
30 Min(s) | Networking & Refreshment Break | |
10:30 AM - 11:15 AM
45 Min(s) | NEXT GEN DISTRIBUTION & ENABLEMENT TRACK
How Sales Teams are Leveraging AI & Distribution Intelligence
Moderator:
Devon Drew, Founder and CEO, AssetLink
Speakers:
Jennifer Ball, Chief Marketing Officer, Franklin Templeton
Jim Devaney, Head of U.S. Distribution, PGIM
Jeremi Karnell, Head of Envestnet Data Solutions, Envestnet | |
10:30 AM - 11:15 AM
45 Min(s) | PRODUCT EVOLUTION TRACK
Model Portfolios: What's Next?
Moderator:
Mark Aziz, Director, Direct Indexing and Model Portfolios Strategist, S&P Global
Speakers:
Ananya Balaram, Chief Revenue Officer, Vestmark
Chris Bendel, Director, BlackRock | |
10:30 AM - 11:15 AM
45 Min(s) | RETIREMENT & TAX MANAGEMENT TRACK
The Accumulation Phase: New Strategies for a New Era of Retirement
Moderator:
Tracy Gallman, Chief Investment Officer, Axos Invest Speakers:
Amy Arnott, Portfolio Strategist, Morningstar
Eben Burr, President, Toews Asset Management
Brian Marchiel, Chief Product Officer, MyVest | |
10:30 AM - 11:15 AM
45 Min(s) | ELECTIVE
Tapping Into Your Hidden Superpowers of Confidence & Credibility
Research has shown that interpersonal and communication skills are more crucial to business success than technical knowledge. You’ll come away from this session with actionable ideas to help you connect with clients and prospects and boost your credibility and confidence, including how to create your alter ego, develop your brand, and embrace your personal style.
Marlene Alexander, SVP, Head of Internal Sales, Voya Investment Management | |
11:25 AM - 12:10 PM
45 Min(s) | NEXT GEN DISTRIBUTION & ENABLEMENT TRACK
Successfully Engaging the Next Generation of RIAs
Moderator:
Phil Kerkel, Partner, Capco
Speakers:
Michael Capella, Head of U.S. Strategic Relationship Group, AllianceBernstein
Julie Cooling, Founder and CEO, RIA Channel
Emily D’Agostino, Director of RIA Relationships, Confluence Investment Management | |
11:25 PM - 12:10 PM
45 Min(s) | RETIREMENT & TAX MANAGEMENT TRACK
The Decumulation Phase: Optimizing Income & Longevity
Moderator:
Todd Buck, Chief Sales Officer, Income Discovery
Speakers:
Michael Davis, Head of Global Retirement Strategy, T. Rowe Price
David McNatt, EVP, Chief Wealth Solutions and Strategy Officer, AssetMark | |
11:25 PM - 12:10 PM
45 Min(s) | WEALTH MANAGEMENT PLATFORM EVOLUTION TRACK
Advisor Managed Accounts: A Deep Dive
Moderator:
Nick Diodati, Managing Director, Wealth Strategy, Charles River Development, A State Street Company
Speakers:
Rob DiPrato, Director, Advisor Discretion Program Manager, Bank of America Merrill Lynch
Paul McClung, Director, Adviser Directed Programs, Stifel
Claire Nolan, Head of Sales Planning & Enablement, North America, BNY Investments | |
11:25 PM - 12:10 PM
45 Min(s) | ELECTIVE
Strategic Partnerships: The Boom in Co-Branded Products
Moderator:
Russ Tipper, General Partner, Head of Products & Solutions, Edward Jones
Speakers:
Daniel Celeghin, Chief Operating Officer, Global Client Solutions, KKR
Holly Framsted, Head of Product Group, Capital Group | |
12:10 PM - 1:10 PM
1 Hour | Networking Luncheon | |
1:10 PM - 1:55 PM
45 Min(s) | NEXT GEN DISTRIBUTION & ENABLEMENT TRACK
Supporting Advisor Enablement: Optimizing Platform & Distribution Resources
Moderator:
Shawn O’Brien, Head of Retirement Insights, Data & Analytics, Broadridge
Speakers:
Jim Mackinaw, Head of Client Engagement, Americas Client Business, BlackRock
Michael Rose, Director, Wealth Management, Cerulli Associates
Robin Stoner, Head of Digital Adoption, Bank of America Merrill Lynch | |
1:10 PM - 1:55 PM
45 Min(s) | PRODUCT EVOLUTION TRACK
Alternatives & Private Markets: A Wealth Management Report Card
Moderator:
Charles Smith, Partner, Wealth & Asset Management Consulting, EY
Speakers:
Renee Grossman, Director, SMAs, BlackRock
Cheryl Nash, President, APL, InvestCloud
Amanda Saulean, Head of Alternative Investment Client Solutions, Morgan Stanley | |
1:10 PM - 1:55 PM
45 Min(s) | WEALTH MANAGEMENT PLATFORM EVOLUTION TRACK
Wealth Platforms: Must-Have Features & Removing Frictions
Moderator:
Bing Waldert, Managing Director, U.S. Research, Cerulli Associates
Speakers:
Mike Doniger, SVP, Head of Platform Partnerships, iCapital
Kevin Hong, EVP, Advisor Experience Product Management, LPL Financial
Rebecca Mackenzie, VP, Product Management, Vestmark | |
1:10 PM - 1:55 PM
45 Min(s) | ELECTIVE
Applying & Executing the Team of Teams Approach in Asset and Wealth Management
Following General Stan McChrystal’s keynote, this interactive session brings together McChrystal Group practitioners and Invesco leaders who have applied the Team of Teams model to drive transformation in asset and wealth management. Together, they will share how common purpose, trust, shared consciousness, and empowered execution can be embedded across teams and business lines to deliver integrated client solutions and stay ahead of industry change. Participants will gain practical insights and actions to strengthen leadership, coordination, and adaptability in their own organizations.
Ryan Flynn, Partner, McChrystal Group
Vanessa Touma, Chief Operating Officer, Americas Distribution, Invesco | |
2:05 PM - 2:50 PM
45 Min(s) | PRODUCT EVOLUTION TRACK
ETFs: Navigating the Trends Behind the Boom
Moderator:
Daniil Shapiro, Director, Product Development, Cerulli Associates
Speakers:
Rob Jackson, Managing Director, Advisory Programs and Products, Cetera
Alex Morris, CEO, F/m Investments
Ed Nini, Managing Director, Head of Product, Principal Asset Management | |
2:05 PM - 2:50 PM
45 Min(s) | RETIREMENT & TAX MANAGEMENT TRACK
Managing the Impact of Taxes in Retirement
Lauren Mugavero, Head of Investment Advisory Specialists, Bank of America Merrill Lynch
Ehren Stanhope, Co-Head of Investment Management and Chief Investment Strategist, O’Shaughnessy Asset Management | |
2:05 PM - 2:50 PM
45 Min(s) | ELECTIVE
The Alpha Equation: How Sales & Marketing Drive Growth Together
Discover how closer alignment between sales and marketing unlocks smarter engagement, stronger relationships, and measurable distribution alpha. Hear from CMOs and sales leaders from leading firms as they share perspectives and best practices.
John Moninger, Head of U.S. Distribution, Allspring Global Investments
Dan Noonan, EVP, Head of Global Wealth Management, Cohen & Steers
Kelly Vives, Chief Marketing and Communications Officer, Allspring Global Investments
Paul Zettl, EVP, Head of Global Marketing, Chief Marketing Officer, Cohen & Steers | |
2:50 PM - 3:20 PM
30 Min(s) | Networking & Refreshment Break | |
3:20 PM - 4:00 PM
40 Min(s) | The Evolution of Distribution Teams: Digitally-Driven and Client-Centric
Moderator:
Joe D’Amico, Executive Director, Head of Advisory Sales Consulting, UBS Wealth Management
Speakers:
Steve Carl, Principal, Chief Distribution Officer, Chairman of the Executive Committee, Madison Investments
Suzanne Casey, SVP, Co-Head of Wealth Client Group, Northern Trust Asset Management
David Chorba, Managing Director, Client Solutions Group, Macquarie Asset Management | |
4:00 PM - 4:10 PM
10 Min(s) | Co-Chair Wrap-Up
Conference Co-Chairs:
Kara Grehan, Head of Global Financial Institutions, BNY Investments
John McDonough, Head of Americas Distribution, Invesco | |
4:10 PM - 4:40 PM
30 Min(s) | 2025 MMI/Barron’s Industry Awards Presentation
The Annual Conference provides a lens into some of the incredibly innovative work being done across our industry to deliver better outcomes for financial advisors and investors. Join us as we announce and celebrate the winners of the 2025 MMI/Barron’s Industry Awards, recognized by their peers for demonstrating innovation and leadership in the investment advisory solutions industry over the past year.
Beth Finegan, Senior Director, Strategic Partnerships, Wealth and Asset Management, Barron's
Samantha Greenstein, SVP, Director of Member Engagement, Money Management Institute
Industry Awards Steering Council Co-Chairs:
Josean Fernandez, Managing Director, Head of Intermediary Distribution, Parnassus Investments
Suzanne Lieb, Head of North America Marketing, Columbia Threadneedle Investments | |
4:40 PM - 5:10 PM
30 Min(s) | Drop the Mic!
A Celebration of Arlen Oransky | |
5:15 PM - 7:30 PM
2 Hour(s) 15 Min(s) | Night Two Reception: Capitol Hill Social
Hyatt Regency Washington on Capitol Hill
The Solutions Center, the exhibit hall at the center of conference activities, provides the perfect venue for our Night Two reception. Join us for a relaxed evening filled with good conversation, tasty food, and a few surprises. | |
