2019 MMI/Morningstar Sustainable Investing Financial Advisor Forum | Money Management Institute (MMI) | 4 November 2019 | Morningstar, 22 W Washington St, Chicago, IL 60602, USA

Venue
Morningstar
Morningstar, 22 W Washington St, Chicago, IL 60602, USA

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Event Date Mon Nov 4 CST (about 5 years ago)
In your timezone (EST): Mon Nov 4 11:30am - Mon Nov 4 2:45pm
Location Morningstar
22 W Washington St, Chicago, IL 60602, USA
Region Americas
Details

The Money Management Institute (MMI) and Morningstar invite you to a unique, one-day forum for Financial Advisors who want to move beyond theory to practice and implement sustainable investing for their clients. The highly interactive program features:
• Practical know-how and guidance to take advantage of the sustainable investing opportunity
• An all-star lineup of industry experts and advisors who have successfully integrated ESG into their practices
• Small-group sessions to share information and ideas with other forward-looking advisors
• Potential CE credits for I&WI CIMA®, CPWA®, CIMC®, RMA®, and CFP® professionals

PLUS! To take your understanding even further, every attendee will receive one complimentary license for the MMI/Morningstar Sustainable Investing Curriculum, an eight-course online program that blends foundational knowledge with practical insights. Valued at $595, this curriculum is a great follow-on for you or a member of your team.

Speakers

2019 Speakers

Libby Bernick
Head of Sustainability, Morningstar

Ryan O. Murphy, Ph.D
Head of Decision Sciences, Morningstar Investment Management LLC

Jon Hale, Ph.D., CFA®
Head of Sustainability Research, Morningstar

Leah Moehlig, CFA®
Vice President, ESG Senior Research Analyst, Calvert Research & Management

Tom Simunovic
ESG Strategy Specialist, Trillium Asset Management

Sponsors & Partners

2019 Sponsors

PRESENTING SPONSOR:
• Morning Star

FORUM SPONSORS:
• American Century Investments
• Calvert
• Envestnet
• Fidelity
• Legg Mason
• Pimco
• Trillium Asset Management

NETWORK PARTNERS:
• CAIA Association
• CFA Institute
• Cerulli Associates
• Harvest
• Investments & Wealth Institute
• TIIP