March 18 - 20, 2026
2026 MMI Summit
Cerulli is proud to be a platinum sponsor of the 2026 MMI Summit. This premier event is for senior leaders for elevated dialogue on the macro trends shaping the future of investment advice and solutions. Designed to foster meaningful peer connections and candid discussions, the Summit offers an intimate, executive-level environment where participants engage with forward-thinking ideas, share perspectives with industry peers, and help shape what’s ahead for investment advisory solutions.
- Date
- Wednesday, March 18
- Time
- 5:00PM EDT
- Where
- Orlando, FL
- Share the Event
-
Featured Speakers
Bing Waldert
Managing Director, U.S. Research
Bio →
Bing Waldert
Managing Director, U.S. Research
Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).
He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.
Full biography here.
State of the Advisory Union People, Product, and Distribution: What Senior Leaders Need to Know
People, Product, and Distribution are three essential factors in the delivery of investment advice and solutions. To frame the Summit discussions, Bing Waldert and other of industry consultants share their insider perspectives on what they’re seeing and hearing in each of these areas – and how to ride these trends to future growth and success.
March 19 | 8:45 am
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March 18 - 20, 2026
2026 MMI Summit
The MMI Summit is an annual leadership event that brings together the investment advisory industry’s most senior business leaders from asset managers and wealth managers to solutions providers.