2018 MONEY MANAGEMENT INSTITUTE (MMI) ANNUAL CONFERENCE - EXPERIENCE SCHOLARSHIP

The Gateway to Leadership (GTL) Foundation is awarding 10 eligible students interested in pursuing a career in financial services complimentary admission to attend the investment advisory industry’s most important gathering of the year -- the 2018 MMI Annual Conference. This “experience scholarship” will give selected students an opportunity to assist and observe first-hand conference event operations, attend educational and interactive breakout sessions, and have ample opportunity to network with industry experts. Learn more about the event at www.mminst.org/event/2018-mmi-annual-conference.

CONFERENCE HIGHLIGHTS • A "who's who" of industry executives (expected audience of 500 attendees)• In-depth look at the innovative strategies, tools, and skill sets transforming the

client experience to deliver better outcomes, create competitive differentiation andpropel growth

• Evening reception at The George W. Bush Presidential Library and Museum onOctober 15

• The MMI/Barron's Industry Awards Dinner on October 16

ABOUT THE GTL FOUNDATION GTL, a 501c3 organization administered by MMI, supports a variety of programs to foster career awareness and workforce readiness for students of color from historically underrepresented communities, particularly African Americans and Hispanics, seeking internships and entry-level employment opportunities in the financial services industry. Learn more about GTL at www.mminst.org/gateway.

ABOUT MMI Since 1997 MMI has been the leading voice for the global financial services organizations that provide financial advice and professionally-managed investment advisory solutions to individual and institutional investors. Through programs focused on member interaction, education and professional development, data analytics and insight, next-generation initiatives, and thought leadership and advocacy, MMI supports and advances the growth of a diverse spectrum of investment advisory solutions that serve an evolving worldwide financial landscape. MMI member organizations are committed to the highest standards of fiduciary responsibility and ethical conduct and to creating the most successful outcomes for investors at every level of assets. For more information, visit www.MMInst.org.

WHAT: 2018 MMI Annual Conference WHEN: October 15-17

WHERE: Hyatt Regency Dallas WHO: Top executives in the financial services industry

EXPERIENCE SCHOLARSHIP APPLICATION

TO APPLY

CANDIDATE INFORMATION Name (First, Middle Initial, Last Name): College/University:

Major: Expected Semester/Year of Graduation:

Email: Phone Number:

Temporary Address at School: Permanent Address at Home:

Extracurricular Activities (on/off Campus): LinkedIn URL (if applicable):

ESSAY Describe how your life experiences and perspective would be valuable to employers in the financial services industry. Please explain in 5-10 sentences and use examples.

Scholarships will be reviewed on a first come, first served basis, and final award recipients will be announced on Monday, September 24, 2018. Please email your completed application and resume to gateway@mminst.org no later than Thursday, September 20 at 12 PM ET. To enhance your application package, it is encouraged – but not required – that you provide one reference letter from a college faculty member OR a current/past employer. Incomplete application packages will not be considered. Please note, select candidates will be contacted to schedule a video interview between September 17-21.