Past Events

Apr
7
2020

ALERT: This event, originally scheduled for April 7, 2020, has been postponed to November 18, 2020.

Canadian Advisory Solutions

Mar
3
2020

March 3, 2020 | NYC
Allianz Life Financial Services Offices

Paramount Plaza
42nd Floor, Boardroom Conference Room
1633 Broadway
New York, NY 10019


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.


 

Sustainable/Impact Investing

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.

MMI NetMeetings

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.

Sustainable/Impact Investing

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.

MMI NetMeetings

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?

Sustainable/Impact Investing