Past Events

Jan
9
2020

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.


 


Dec
16
2019

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

Distribution Leadership

Dec
13
2019

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.

Net Meetings

Nov
14
2019

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.

Education

Nov
13
2019

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

Distribution Leadership

Nov
7
2019

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.

Net Meetings

Nov
4
2019

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?

Education

Oct
14 - 16
2019

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


 

Annual Conference

Oct
8
2019

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.

Net Meetings