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
November 7, 2019 | NetMeeting
12 PM ET
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.
October 1, 2019 | NYC
Allianz Life Financial Services
45th Floor, Park Conference Room
1633 Broadway
New York, NY 10019
September 12, 2019 | Philadelphia
FS Investments
201 Rouse Blvd
Philadelphia, PA 19112
Seminar Co-Chair:
Lanya Peng, CFA, Director, Program Development and Management, AssetMark
Join us on September 12 in Philadelphia for this year's Leadership Pathway Seminar, hosted by FS Investments.
August 15, 2019 | NYC
Broadridge
1 Park Ave
New York, NY 10016
MMI is sponsoring a complimentary executive roundtable on August 15 to help MMI members and other industry participants navigate the SEC's "Constructive Delivery" of Mutual Fund Prospectuses No-Action Letter. This event will be hosted by Broadridge Financial Solutions in their offices at 1 Park Avenue. This meeting will provide: