ISS MI

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Upcoming Events

Meet the ISS MI team! Join us and connect with our experts at these upcoming industry events.

Upcoming Events

28

Jan 2026

Benchmarking Your Plan

Moderator: Amy Resnick, Executive Editor, Chief Investment Officer
Location: PLANSPONSOR Webcast
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3

Feb 2026

Winning Strategies for Asset Managers

Speakers: Kevin Spraggs, Head of U.S. Research Development, ISS Market Intelligence
Christopher Davis, Head of U.S. Investment Fund Research, ISS Market Intelligence
Location: ISS Market Intelligence Webcast
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11, 18, 25

Feb 2026

PLANSPONSOR Roadmap: Fiduciary 101 Livestream Series

Speakers: Heather Bader, Partner Faegre Drinker Biddle & Reath LLP
Kim Cochrane Director, Client Services HUB International MidAtlantic
Summer Conley Partner Faegre Drinker Biddle & Reath LLP
R. Bradford Huss Director Trucker Huss
Michael Kozemchak Managing Director Institutional Investment Consulting
Leah Sylvester Executive Partner, President of Retirement Plans Shepherd Financial
Location: PLANSPONSOR Webcast Series
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3-5

Mar 2026

College Savings Foundation Annual Conference

Location: Ft. Myers, Florida
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8-11

Mar 2026

Proud Sponsor of Future Proof Citywide

Location: Miami Beach, Florida
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11

Mar 2026

Quarterly Subadvisory Webcast

Host: Carl Robinson, Associate Director, ISS Market Intelligence
Location: Simfund Subadvisory Webcast
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29

May 2026

529 Day Webinar

Presented by: Paul Curley, CFA, Executive Director, 529 & ABLE Solutions
Location: ISS Market Intelligence Webcast

31-3

May – June 2026

PLANSPONSOR National Conference

Location: Nashville, Tennessee
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14-17

Sept 2026

Proud Sponsor of Future Proof Festival

Location: Huntington Beach, CA
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23-25

Sept 2026

529 Conference

Location: Nashville, Tennessee
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Past Events

22

Jan 2026

Investment Outlook

Moderator: Amy Resnick, Executive Editor, Chief Investment Officer
Location: Chief Investment Officer Webcast
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29

Jan

What Do Advisors Want in 2025?

Panelist: Ben Doob, Head of ISS Market Intelligence
Location: Ignites Webcast

5

Mar

CSF 2025 Annual Conference

Market Data Driven Analysis on Where 529s Are Going Next

Presented by: Paul Curley, CFA, Executive Director, 529 & ABLE Solutions
Location: Berkeley, CA

23-26

Mar

The Exchange Conference 2025

Attending: Matt Napoli, VP, Strategic Partnerships & MarketPro Client Success
Location: Las Vegas, NV

1

Apr

Meet the Author: The Model Portfolio Service Report Breakfast Briefing

Location: ISS Market Intelligence, 4th Floor, West Building,1 London Bridge, London SE1 9BG

29

May

529 Day 2025:
Top Trends in 529 Plans

Presented by: Paul Curley, CFA, Executive Director, 529 & ABLE Solutions
Location: Online Webinar

2-5

Jun

Treasury Management Training Symposium

Attending: Paul Curley, CFA, Executive Director, 529 & ABLE Solutions
Location: Baltimore, MD

3-6

Jun

2025 PLANSPONSOR
National Conference

Location: Chicago, IL

23

June

What Active ETF Adoption Means for Sales and Product Strategy

Panelist: Ben Doob, Head of ISS Market Intelligence​
Location: Ignites Webcast
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24

June

Building the Product Shelf of the Future

Panelist: Ben Doob, Head of ISS Market Intelligence​
Location: FT Live Webcast
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7-10

Sep

Proud Sponsor Of
Future Proof Festival

Location: Huntington Beach, CA
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23

Sep

Portfolio Construction Uncovered:
Insights from the frontline of UK Retail Advice Breakfast Briefing

Location: ISS Market Intelligence, 4th Floor, West Building, 1 London Bridge, London SE1 9BG
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25

Sep

Proud Sponsor Of
FT Top 100 Advisers

Location: London, UK
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29-1

Sep – Oct

529 Conference

Required Market Intelligence for 529 & Able

Presented by: Paul Curley, CFA, Executive Director, 529 & ABLE Solutions
Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA
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15-17

Oct

Proud Sponsor Of
2025 MMI Annual Conference


Location: Hyatt Regency Washington on Capitol Hill, Washington, DC
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2-5

Nov

PLANADVISER 360

Panel: Education and Retirement Partnership Opportunities for Growth.
Date & Time: Nov 4 at 5PM - 5:15PM
Presenter: Viraaj Kumar
Location: Scottsdale, AZ
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4-6

Nov

IMPACT ® 2025

Location: Denver, CO
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6

Nov

2025 CLHIA Wealth & Retirement Annual Conference

Panel: Canada’s Financial Wealth: From Evolution to Revolution
Time: 9:45AM - 10:30AM
Presenter: Carlos Cardone
Location: Toronto, ON
Learn more