Wed. April 15 | 10am PT Paul Sullivan writes the Wealth Matters column for The New York Times covering issues from private banking and wealth management to philanthropy and inheritance. His articles have appeared in publications such as Fortune, Money, and The Financial Times.
Wed. March 18 | 10am PT Join renowned political scientist Ian Bremmer for a trip around the world in 20 minutes. Ian unpacks the geopolitical landscape and its impact on the U.S. economy, climate issues, cybersecurity, and more. He shares why we should feel optimistic about the post-pandemic recovery, as well as the principal global […]
Wed. February 24 | 10am PT Jonathan Godsall provides data-driven insights into how the insurance industry is adapting to meet the expectations of the client of the future. Watch the replay to hear more about the trends reshaping the industry, the changing needs of consumers, and the importance of expanded and enhanced digital capabilities.
Wed. February 17 | 10am PT Andy Friedman provides a comprehensive review of the new Washington landscape and its potential effects on taxes and investing.
Wed. January 27 | 10:00 am PT Dr. Paulo Pinho looks at why COVID-19 has caused challenges finding coverage for jumbo cases and older clients. Dr. Pinho discusses co-morbid conditions and how they exacerbate COVID-19, how reinsurers view COVID-19, the keys to success for the vaccines, and what has to happen before things return to […]
Wed. October 28 | 10:00 am PT Kedra Newsom of Boston Consulting Group engaged the M Community in a robust discussion about women’s wealth and the complex needs of HNW and UHNW women. She shared specific strategies for advisors in this market and how the industry is changing to better reach this audience.
Wed. October 7 | 10:00 am PT M Financial was honored to welcome Paul Ryan, former Speaker of the U.S. House of Representatives, as our fall Future of Insurance keynote speaker. From his two decades in office to the founding of the nonprofit American Idea Foundation, Paul Ryan’s career has focused on public policy and […]
Wed. September 23 | 10:00 am PT Henry Wong & Tod Nasser – John Hancock & Pacific Life Wondering how the current state of the economy and capital markets are impacting carrier portfolios and investments, and what that means for new business? Tod Nasser of Pacific Life and Henry Wong from John Hancock engaged in a panel discussion […]
Wed. September 9 | 10:00 am PT Don Delf, Private Wealth Advisory Leader for PwC US, brought his legacy and expertise in private wealth to answer the trillion-dollar question: What’s top of mind for business owners and family offices heading into elections and uncertainty? Don also explored how elasticity of exemptions is critical in the […]
Wed. August 12 | 10:00 am PT Multi-Impact Asset Management in the Current Economy Tony Arnerich explored current trends related to ESG (environmental, social, governance) investing, intentional investing, and wealth transfer to the next generation. He demonstrated how the pandemic has created opportunities for environmentally and socially responsible investing and the implications to your clients’ […]
Wed. July 29 | 10:00 am PT Investing in the Wake of a Pandemic Scott Clemons, Chief Investment Strategist for Brown Brothers Harriman, examined the data around the pandemic’s effects on the economy. He also discussed the impact for insurance companies managing large amounts of money, what it means for your clients’ portfolios, and the […]
Wed. July 15 | 10:00 am PT Our Global Economy in the Post-Pandemic World KEYNOTE SPEAKER: Zanny Minton Beddoes – The Economist Named one of the Most Powerful Women in the World by Forbes, Zanny Minton Beddoes is a leading voice at the intersection of economics and policy. Known for delivering sophisticated insight on all facets of […]
Wed. June 24 | 12:30 PT COVID = Accelerant for Change AALU/GAMA’s Marc Cadin and Armstrong Robinson examined developing political trends and what financial professionals should expect through election day. They also explored the long-term impact of recent regulatory and legislative actions and identified the top opportunities and threats these regulations will generate for financial […]
Wed. June 17 | 11:00 am PT What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current market conditions? Marc-Andre Giguere discussed possible ripple effects […]
Wed. June 3 | 10:00 am PT Beyond COVID 19 – How the insurance industry will reimagine their business. Doug French, Ernst & Young’s Managing Principal of Insurance & Actuarial Services, examined the current economic disruption, its impact on the global insurance marketplace, and the effects on wealth transfer for the UHNW client, followed by […]
Wed. June 3 | 10:00 am PT Outlook for the U.S. Life Insurance Industry After COVID-19 Colin Devine, Principal of C. Devine & Associates, examined the current status of the U.S. life insurance industry and how life insurers are doing amid COVID-19. Colin offers deep insights into what to expect in the coming months, the new […]
Wed. May 6 | 10:00 am PT Of the Moment Market Outlook Dr. Quincy Krosby, Prudential’s Chief Market Strategist, discussed how the pandemic is impacting financial markets and the overall economy. Dr. Krosby explored the recent and rapid shift in consumer behavior and the emergence of new technologies for navigating the current landscape, and she […]
Wed. April 22 | 9:30 am PT An Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning Jeff Bush and Andy Friedman have collaborated on a 2020 presentation that addresses all of the issues brought about by the recent coronavirus pandemic. In his April 22 presentation, Jeff explored the details […]