Featured Replay
Recorded April 15, 2021
Paul Sullivan
The New York Times
Paul Sullivan writes the Wealth Matters column for The New York Times covering issues from private banking and wealth management to philanthropy and inheritance.
Watch Now ›Our Past Speakers
Watch the replay of previous sessions with some of the top minds in economics, finance, politics, and consumer behavior. Host Wes Thompson, President & CEO of M Financial Group, leverages his industry expertise, passion for innovation, and vision for the industry’s digital future to spark an informative dialogue.
Ian Bremmer
Eurasia Group
2021 SPRING KEYNOTE SPEAKER
Ian unpacks the geopolitical landscape and its impact on the U.S. economy, climate issues, cybersecurity, and more.
Recorded March 18, 2021
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Jonathan Godsall
McKinsey & Company
Jonathan unveils upcoming trends and opportunities in the insurance space and how to use data and tech to your advantage.
Recorded February 24, 2021
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Andy Friedman
The Washington Update
Andy Friedman provides a comprehensive review of the new Washington landscape and its potential effects on taxes and investing.
Recorded February 17, 2021
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Paulo Pinho
Optimum Reinsurance
Dr. Pinho discusses how reinsurers view COVID-19, the keys to success for the vaccines, and what has to happen before things return to normal.
Recorded January 27, 2021
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Kedra Newsom
Boston Consulting Group
Insights into the complex needs of HNW and UHNW women and the strategies required to be a good advisor in this market.
Recorded October 28, 2020
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Paul Ryan
54th Speaker of the House
M’s fall keynote speaker provides an insider’s perspective on the 2020 election and the opportunities ahead.
Recorded October 7, 2020
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Henry Wong & Tod Nasser
Carrier Partner Panel
Seasoned experts from John Hancock and Pacific Life discuss their years of experience in product design, investment opportunities, and hedging strategies as it pertains to today’s economy.
Recorded September 23, 2020
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Don Delf
PwC US
Take an in-depth look at sophisticated financial transactions, wealth transfer planning, life insurance analysis, asset protection, cash flow planning, and financial modeling.
Recorded September 9, 2020
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Tony Arnerich
Arnerich Massena
Explore current trends related to ESG (environmental, social, governance) investing, intentional investing, and wealth transfer to the next generation.
Recorded August 12, 2020
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Scott Clemons
Brown Brothers Harriman, CFA
Providing key Insights on international and domestic markets and how to invest in the wake of COVID-19.
Recorded July 29, 2020
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Zanny Beddoes
The Economist
2020 KEYNOTE SPEAKER:
How key drivers have been impacted by the pandemic.
Recorded July 15, 2020
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Marc Cadin &
Armstrong Robinson - AALU
How the shifting landscape could affect long-term legislative policies in the insurance marketplace and SBA implications for Member Firms and their clients.
Recorded June 24, 2020
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Marc-Andre Giguere -
Munich Re
What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current market conditions?
Recorded June 17, 2020
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Doug French -
Ernst & Young
Beyond COVID 19: How the insurance industry will reimagine their business in light of current economic disruption.
Recorded June 3, 2020
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Colin Devine -
C. Devine & Associates
Explore where the U.S. life insurance industry stands today, and what we can expect in the wake of COVID-19.
Recorded May 20, 2020
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Dr. Quincy Krosby -
Prudential
Of the moment insights into financial markets, shifting consumer behaviors, and key concerns for HNW and UHNW individuals.
Recorded May 6, 2020
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Jeff Bush -
The Washington Update
Exploring the intersection of coronavirus legislation and its effects on individuals, small businesses and industries, and the national election.
Recorded April 22, 2020
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