Past Events

May
19
2020

Replay | MMI NetMeeting

Surprising gaps between client expectations and firm delivery continue to challenge the wealth management industry and inhibit client value. New research from MMI and Aon debunks persistent myths about client attitudes and delves into these gaps, which are being amplified by the COVID-19 crisis.   

MMI NetMeetings

May
6
2020

Replay | MMI NetMeeting

In times of turmoil, investors pursue a flight to safety, seeking comfort by managing risk and, given market volatility, they also need to address taxes. Innovative annuity products combined with advanced technology can offer investors a better chance to preserve their nest eggs and be in a stronger position when things return to what will be the next new normal. 

MMI NetMeetings

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