NetMeeting - Making Impact Investing Viable

June 8, 2016 | NetMeeting

Best Practices for Advisors, Product Developers, and Distributors

The momentum around impact investing continues to reach new heights, and interest from clients - millennials, boomers, and everyone in between - shows no signs of abating.

  • But what does it take for advisors to actually build a practice around impact investing?
  • How can investment management firms most effectively construct and distribute impact products?
  • What are distributors looking to put on their platforms?
  • And what are HNW clients telling their advisors they want?

This webinar, which builds on the findings from MMI's special report on impact investing, addresses the challenges, opportunities, and breakthroughs involved in harnessing impact investing to deepen client relationships, increase flows of funds, and diversify product offerings.

Playback


Additional Information

More Information

Introduction: 
Arlen Oransky, SVP, Chief Membership and Programs Officer, MMI

Moderator: 
William ("Bill") Burckart, Founder and CEO, Burckart Consulting

Presenters:
Mackenzie Colgan, Regional Director, Distribution, ImpactAssets
Peter L. Roselle, Vice President, Financial Advisor, Morgan Stanley Wealth Management
Anna Snider
Managing Director and Head of Due Diligence, Chief Investment Office, Global Wealth & Investment Management, Bank of America Corporation

Duration:
50 minutes (including time allocated for Q&A)

Note: 
This NetMeeting is closed to members of the media.