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The 2025 MMI Summit is a premier leadership event for the investment advisory industry, featuring keynote presentations, breakout sessions, and networking opportunities. It aims to address key trends in investment advice and solutions while fostering relationships among senior business leaders. The event promotes diversity, equity, and inclusion, and emphasizes a code of conduct to ensure a respectful environment.
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Timings09:00 AM-06:00 PM (expected)Not Verified | Entry FeesCheck Official Website |
Estimated Turnout0-300 Delegates Based on previous editions | Event TypeConference |
EditionsMar 2025Frequency Not Available | Official LinksWebsiteContacts Report Error Claim this event |
| Event Happened Alongside MMI Summit 27 - 28 Mar 2025 1 Followers | |
| Different Located Editions Saint Petersburg, USA10 - 11 Mar 2021 3 Followers | |
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26.106717-80.105832 Venue Map & Directions3030 Holiday Dr Fort Lauderdale FL 33316 Get Directions | |
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Judith Gabriel
Fort Lauderdale, United States
Troy Root
Partner
Fort Lauderdale, United States
Alan Saperstein
Florida
Fort Lauderdale, United States
simah goldberg
Fort Lauderdale, United States
Jeff Schiff
Managing Director
Fort Lauderdale, United StatesPatty Pattanarat
Fort Lauderdale, United States
Daniel Santiago
vp
Fort Lauderdale, United States
Kesley Mesalien
President/CEO
Fort Lauderdale, United StatesView More
Speakers
Speaker
Annie Brown
Rowe PriceSpeaker
Jay Link
Head of Fiduciary Programs and Platforms, Bank of America Merrill...26.106717-80.105832
Venue Map & Directions
3030 Holiday Dr Fort Lauderdale FL 33316
USA
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Sponsors
BNY | Archer
Cobalt PartnerBroadridge
Platinum PartnerCerulli Associates
Platinum PartnerHorizon
Diversity, Equity & Inclusion...https://10times.com/hub/finance-hub
May 122025
