January 9, 2020 | Boston
State Street Global Advisors Offices
State Street Financial Center
One Lincoln Street, 36th Floor
Boston, MA 02110
Aligning Mission with Investment Policy
SOLD OUT - Please email events@mminst.org to be added to the wait list.
December 16, 2019 | New York
Voya Investment Management Offices
230 Park Avenue
New York, NY 10169
The New Age in Distribution: Upgrade Your Operating System
Replay | MMI NetMeeting
The growing demand for financial planning and formalized advice has given rise to a debate within the financial planning community: whether to take an “authoritative” approach to investing to achieve a client’s goals regardless of the level of risk, or adopt an “accommodative” approach that’s in line with the client’s stated risk tolerance, but that won’t be sufficient to achieve his or her goals.
Replay | MMI NetMeeting
November 14, 2019 | NYC
Ford Foundation Center for Social Justice
320 E 43rd Street
New York, NY 10017
While philanthropy and investing have long been thought of as separate disciplines – one championing social change, the other financial gain – the rapidly growing business of impact investing changes that mindset. Impact investing is already having profound implications on the transfer of wealth currently under way.
November 13, 2019 | NYC
New York Athletic Club
180 Central Park South
New York, NY 10019
Forum Co-Chairs:
Jeff Carlin, Senior Managing Director, Head of U.S. Retail Distribution, Nuveen
John Moninger, Managing Director, Retail Sales, Eaton Vance
Replay | MMI NetMeeting
Based on the tenets of objectives-based investing, sound portfolio construction begins with aligning clients’ assets to their goals. To deliver successful outcomes, advisors and investors have to consider a broader array of risks and objectives than just tracking a benchmark.
November 4, 2019 | Chicago
Morningstar Headquarters
22 W. Washington Street, 7th Floor
Chicago, IL 60602
If you’re like many other Financial Advisors, you probably find yourself fielding more and more questions from clients about how they can align their investments with their values. Ask yourself:
Do I have a game plan for incorporating sustainable investing into my practice?
October 14-16, 2019 | Atlanta
Hyatt Regency Atlanta
Conference Co-Chairs:
Elise Duncan, Head of Leveraged Sales, BlackRock
Tony Rochte, Head of Fidelity Institutional Investment and Technology Solutions, Fidelity Investments
Replay | MMI NetMeeting
Asset management distribution organizations now face off against intermediary buyers – whether they be broker-dealer investment research teams, independent consultants, or individual advisory practices – with the sophistication of large institutional asset owners. As the investment process in the intermediary marketplace becomes more “institutionalized,” asset managers must adapt their retail distribution model and practices to survive and thrive.