2019 MMI/Morningstar Sustainable Investing Financial Advisor Forum

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?

Am I keeping pace with the proliferation of sustainable investment options?

Do I have the expertise to properly evaluate these options, integrate them into client portfolios, and measure their sustainable impact?

If you answered “NO” to any of these questions, join us in Chicago on Monday, November 4.

The Money Management Institute (MMI) and Morningstar invite you to a unique, one-day forum for Financial Advisors who want to move beyond theory to practice and implement sustainable investing for their clients. The highly interactive program features:

  • Practical know-how and guidance to take advantage of the sustainable investing opportunity
  • An all-star lineup of industry experts and advisors who have successfully integrated ESG into their practices
  • Small-group sessions to share information and ideas with other forward-looking advisors
  • Potential CE credits for I&WI CIMA®, CPWA®, CIMC®, RMA®, and CFP® professionals

PLUS! To take your understanding even further, every attendee will receive one complimentary license for the MMI/Morningstar Sustainable Investing Curriculum, an eight-course online program that blends foundational knowledge with practical insights. Valued at $595, this curriculum is a great follow-on for you or a member of your team.

Invest one day to make your practice more “sustainable” – we hope you will join us in Chicago.

Can’t make it to the Forum? Click here to join the MMI/Morningstar Sustainable Investing Initiative community and receive ongoing updates and thought leadership.

Additional Information



Partners & Sponsors





Envestnet   FIDELITY     Legg Mason

PIMCO      Trillium




CAIA    CFA Institute        




Sponsorship Opportunities

Align your firm with this high-profile initiative to educate Financial Advisors about Sustainable Investing and integrate it into their practices. You will build brand awareness and relationships with forward-thinking, growth-minded Financial Advisors focused on meeting client needs and positioning their businesses for the future. 

Please review the available packages and contact Tim Williams at twilliams@mminst.org or (210) 288-3190 to reserve your sponsorship as soon as possible.

CE Credits

Investments & Wealth Institute® has accepted the MMI/Morningstar Sustainable Investing Financial Advisor Forum for 5.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. Additionally, CFP® professionals are eligible for 6.5 hours of CE credit.

Hotel Suggestions

The following hotels are suggested options near the Forum (located at 22 W. Washington St, Chicago, IL 60602).

Staypineapple Chicago
1 W. Washington Street
Chicago, Illinois 60602
Phone: (312) 940-7997
Distance to Morningstar: Across the street
Hotel Website

Hyatt Centric the Loop Chicago
100 W. Monroe Street
Chicago, Illinois 60603
Phone: (312) 236-1234
Distance to Morningstar: 5-minute walk
Hotel Website

Kimpton Gray Hotel
122 W. Monroe Street
Chicago, Illinois 60603
Phone: (312) 750-9012
Distance to Morningstar: 10-minute walk
Hotel Website

Renaissance Chicago Downtown Hotel
1 W. Upper Wacker Drive
Chicago, Illinois 60601  
Phone: (312) 372-7200
Distance to Morningstar: 10-minute walk
Hotel Website

Palmer House a Hilton Hotel 
17 E. Monroe Street
Chicago, Illinois 60603
Phone: (312) 726-7500
Distance to Morningstar: 10-minute walk
Hotel Website

Registration Fee

Registration Fee: $225

Volume Discount for Multiple Attendees:
A 10% discount is available for additional registrants once five Financial Advisors from the same firm have registered at the $225 rate. Please contact MMI at 646-868-8500 for the discount code.

Cancellation/Transfer Policy

All cancellations are subject to a $50 cancellation fee. Full refunds minus the $50 cancellation fee will be granted for cancellation requests received prior to 5:00 PM ET on Friday, October 25, 2019. After that time, no refunds or credits will be granted, however your registration can still be transferred to another individual at your firm. To cancel or transfer your registration, please notify MMI at (646) 868-8500.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you are aware of, or are involved in an incident, at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.


Attendee Registration:
events@mminst.org or (646) 868-8500

Speaker Registration:
Zelle Richardson
zrichardson@mminst.org or (646) 868-8510

Fees & Billing:
Samantha Lustig
slustig@mminst.org or (646) 868-8516

Sponsorship Opportunities:
Tim Williams
twilliams@mminst.org or (210) 288-3190