MMI/Sorenson Impact Investing Advisor Forum

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.

As a financial advisor, are you prepared for this transformational investment trend?

Join us on November 14th for a one-day workshop with professionals from the Sorenson Impact Center and impact investing industry leaders. Far from ivory-tower academics, the professionals at the Sorenson Impact Center are steeped in the real-world of impact investment. They run an impact investing fund and have extensive investing experience constructing innovative social finance instruments.

You will gain expert insights and an understanding of:

  • the pros and cons of impact investing, including how impact is measured, and best approaches to engaging in conversation with your clients, and
  • the ways Financial Advisors are already successful and helping their clients.

Ready to make an impact with your advisory practice? We hope you can join us at this unique event.

Questions? Please contact MMI at (646) 868-8500 or

Additional Information



Featured Speakers

Paul Brown
Paul Brown
Professor of Entrepreneurship
& Strategy
David Eccles School of Business
University of Utah

Carole Laible
Carole Laible
Domini Impact Investments

Lily Trager
Lily Trager
Executive Director
Director of Investing with Impact
Morgan Stanley Wealth Management

Jackie VanderBrug
Jackie VanderBrug
Managing Director
Head of Sustainable
and Impact Investment Strategy
Bank of America Merrill Lynch

Kristina Van Liew
Kristina Van Liew, CIMA®
Managing Director
Institutional Consulting Director
Graystone Consulting
Morgan Stanley


Partners & Sponsors



DOMINI         Legg Mason


Nuveen       PIMCO





CAIA    CFA Institute         

FPA     Harvest

I&WI     TIIP 

Sponsorship Opportunities

Align your firm with this high-profile initiative to educate Financial Advisors about impact 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. 

Review the available sponsorship opportunities here.

Please contact Samantha Lustig at or (646) 868-8516) to inquire about sponsorship opportunities.

CE Credits

Investments & Wealth Institute® has accepted the MMI/Sorenson Impact Investing Advisor Forum for 7.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. Additionally, CFP® professionals are eligible for 8.5 hours of CE credit.

Hotel Suggestions

Club Quarters Grand Central
128 E 45th Street
New York, NY 10017
Booking Link

Grand Hyatt
109 E 47th Street
New York, NY 10017
Booking Link
Corporate Account Code: 12739

Millennium Hilton
1 UN Plaza
New York, NY 10017
Booking Link
Corporate Account Code: 9008020

Westgate New York Grand Central
304 East 42nd Street
New York, NY 10017
Booking Link

Westside Properties:

Millennium Broadway
145 W 44th Street
New York, NY 10036
Booking Link
Ford Booking ID code: FORDF

Millennium Premier
133 W 44th Street
New York, NY 10036
Booking Link
Ford Booking ID code: FORDF

Citizen M
218 W 50th Street
New York, NY 10019
Booking Link

Registration Fees

The registration fee is $399.

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 Monday, November 11, 2019. After that time, no refunds will be granted. Your registration can be transferred to another individual at your firm without penalty. To cancel or transfer your registration, please contact 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: or (646) 868-8500

Speaker Registration:
Samantha Lustig or (646) 868-8516

Fees & Billing:
Samantha Lustig or (646) 868-8516

Sponsorship Opportunities:
Samantha Lustig or (646) 868-8516