2020 Sustainable Investment Summit

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.


Money Management Institute TIIP Toniic

Wealth Managers, Investment Managers and Asset Owners all face evolving priorities in the sustainable and impact investing arena.

Join us for a unique one-day event that will bring together these key stakeholders with a roster of sustainable investing luminaries to unpack the opportunities and challenges of Aligning Mission with Investment Policy.

The Summit program is designed to address two critical and related topics. The morning sessions will focus on how ESG and data issues are impacting investment due diligence efforts, and the afternoon will provide a deep dive into strategies for effectively working with endowment and foundation clients.

With a high-impact mix of presentations, discussions, and real-world case studies, you’ll walk away from the day with expert insights, best practices, and actionable strategies.

Who should attend:

  • Sponsor platform research and due diligence professionals
  • National accounts and other investment manager professionals
  • Financial Advisors, Family Office professionals, and their teams
  • Consultants who specialize in the Foundations & Endowments market

Extra benefits:
As a special bonus, attendees will receive an advance copy of a new report from TIIP and MMI that outlines best practices for incorporating sustainable investing into manager due diligence PLUS one complimentary license for the MMI/Morningstar Sustainable Investing Curriculum, an eight-course online program that blends foundational knowledge with practical insights.

Questions? Please contact MMI at events@mminst.org or (646) 868-8500.

Can't make it to the Summit? Join the MMI Sustainable Investing Community to receive updates on upcoming events and thought leadership from industry experts.

Additional Information



Featured Speakers

Adam Bendell
Adam Bendell
Toniic, the global action community
for impact investors
Bill Burckart
William Burckart
The Investment Integration Project (TIIP)
Rakhi Kumar
Rakhi Kumar
Senior Managing Director
Head of ESG Investments &
Asset Stewardship
State Street Global Advisors
Anna Snider
Anna Snider
Managing Director
Head of Due Diligence
Chief Investment Office
Global Wealth & Investment Management
Bank of America Merrill Lynch







State Street Global Advisors



American Century Investments   Calvert    Legg Mason

PIMCO    Trillium






     Cerulli     CFA Institute

Harvest   I&WI

Sponsorship Opportunities

Make a “sustainable” impact and position your firm as an industry leader in the rapidly evolving and highly competitive arena of sustainable and impact investing. You’ll build brand awareness and relationships with forward-thinking, growth-minded industry professionals and Financial Advisors focused on meeting client needs and positioning their businesses for the future. 

Review the available sponsorship opportunities here.

Contact Tim Williams at twilliams@mminst.org or (210) 288-3190 to reserve your sponsorship as soon as possible.

CE Credit

Investments & Wealth Institute® has accepted the Sustainable Investment Summit for 6.5 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. Additionally, CFP® professionals are eligible for 8 hours of CE credit.

Hotel Suggestions

The following hotels are located near the State Street Global Advisors Offices located at One Lincoln Street, Boston, MA 02110.

Four Seasons Hotel Boston
200 Boylston Street
Boston, MA 02116
(617) 338-4400

InterContinental Boston
510 Atlantic Avenue
Boston, MA 02210
(617) 747-1000

Ritz Carlton Boston
10 Avery Street
Boston, MA 02111
(617) 574-7100

Westin Boston Waterfront
425 Summer Street
Boston, MA 02210
(617) 532-4600

Registration Fee

Registration Fee: $395

Volume Discount for Multiple Attendees
A 20% discount is available for additional participants from the same firm once five Financial Advisors have registered at the full $395 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, January 3, 2020. 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