June 17, 2026 | 2:20 PM - 3:05 PM
From Partnership to Product - How Morningstar Partners Turn Intelligence into Client Advantage
Hear how Morningstar partners are turning data, intelligence, and AI into real client outcomes, and what they have learned as they move from idea to execution, with practical takeaways for wealth leaders.
- FinTech
- Practice Management
- AI
Speakers

Tony Mackenzie
Jacobi Strategies
Co-Founder

Amit Miglani
Altruist
CFO

John Milne
SS&C Black Diamond
VP of Product Management

Anthony Termini
Morningstar
SVP, Business Development, Alliances and Redistribution