MMI/Sorenson Impact Investing Advisor Forum 2019 | Money Management Institute (MMI) | 14 November 2019 | Ford Foundation Center for Social Justice, 320 E 43rd St, New York, NY 10017, USA
Venue
Ford Foundation Center for Social Justice
Ford Foundation Center for Social Justice, 320 E 43rd St, New York, NY 10017, USA
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| Event Date | Thu Nov 14 EST (about 5 years ago) |
| Location |
Ford Foundation Center for Social Justice
320 E 43rd St, New York, NY 10017, USA |
| Region | Americas |
Details
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.
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.
Speakers
2019 Speakers
Paul Brown
Professor of Entrepreneurship & Strategy, David Eccles School of Business, University of Utah
Craig Pfeiffer
President & CEO, Money Management Institute
Craig Pfeiffer
President & CEO, Money Management Institute
Jackie VanderBrug
Managing Director Head of Sustainable Investment Strategy, Bank of America Merrill Lynch
Kristina Van Liew, CIMA®
Managing Director Institutional Consulting Director, Graystone Consulting Morgan Stanley
Carole Laible
CEO, Domini Impact Investments
Lily Trager
Executive Director Director of Investing with Impact, Morgan Stanley Wealth Management
Fran Seegull
Executive Director, U.S. Impact Investing Alliance
Ron Cordes
Co-Founder, Cordes Foundation
Megan Fielding
Senior Director, Responsible, Investing Nuveen
Jessica Matthews
Global Head, Sustainable, Investing J.P. Morgan Private Bank
Dimitry Dayen
Director, Senior Research Analyst for Energy ClearBridge Investments
John Farley
Vice President, Responsible Investment, Strategy Calvert Research and Management
Guillaume Mascotto
Vice President, Head of ESG Investment, Stewardship, American Century Investments
Tony Crescenzi
Executive Vice President, Market Strategist and Generalist Portfolio Manager, PIMCO
Sponsors & Partners
2019 Sponsors
FORUM SPONSORS:
• American Century Investments
• Calvert
• Domini
• Legg Mason
• Pimco
• Nuveen
NETWORK PARTNERS:
• CAIA Association
• CFA Institute
• Cerulli Associates
• FPA
• Harvest
• Investments & Wealth Institute
• TIIP