Wealth Management Virtual Events
Upcoming Events
Philanthropy for the Next Generation
Financial Planning
Join Caroline Gundeck, Head of Client and Field Engagement, and Charline Burgess, Senior Wealth Education Specialist as they discuss practical frameworks and guided conversation starters to support thoughtful decision making, setting giving priorities and building a durable philanthropic legacy.
Monday, November 2 | 4:00 p.m. ET
Election Outcomes and Market Implications: What Investors Should Watch Next
Geopolitics
Following the midterm elections, investors will be assessing how the results might shape policy and the markets. Join us for a timely discussion of factors that influenced the outcome, the emerging balance of power in Congress and potential implications for markets, the economy and key sectors.
Thursday, November 5, 2026 | 4:15 p.m. ET
Robots, Artificial Intelligence and the Future of Investing & Finance
Sectors and Industries
Join Caroline Gundeck, Head of Client and Field Engagement, and Charline Burgess, Senior Wealth Education Specialist, Family Office Resources, with featured insights from Koren Maranca, Head of Wealth Management Artificial Intelligence and Adam Jonas, Global Embodied AI & Robotics Strategist as they discuss how AI is reshaping how portfolios are built, analyzed, and managed. They will discuss where automation adds insight, where human judgement remains essential, and how investors can use data- driven tools responsibly.
Monday, December 7 | 4:00 p.m. ET
Recent Events
AI and Cybersecurity: Staying Secure in an Evolving Digital Landscape
Sectors and Industries
Description: Rogue models, deepfakes, autonomous hacks—as technology evolves, so do the tactics cybercriminals use to target victims. Fortunately, technical advancements are also enabling cybersecurity professionals to fight back. Join former NSA hackers Rachel Wilson, Morgan Stanley Wealth Management Chief Data Officer and Prashanth Challa, Head of Wealth Management Cybersecurity, for insights into a rapidly changing landscape.
Digital Assets: Navigating a New Investment Frontier
Sectors and Industries
As cryptocurrencies, stablecoins, tokenization and blockchain infrastructure mature, investors are evaluating where these technologies may create opportunities—and where they introduce new risks—across public and private markets. Tune in to hear the latest on digital assets and their role in a diversified portfolio.
Midyear Economic & Investment Outlook
Markets & Economy
Join Morgan Stanley thought leaders and strategists as they look beyond day-to-day headlines to discuss key economic, market and policy drivers shaping the back half of 2026. This roundtable will spotlight the current rate environment, labor-market conditions, the evolving geopolitical landscape, and portfolio considerations for diversification and risk management.
Geopolitical Perspectives with Admiral James Stavridis
Join Morgan Stanley Wealth Management’s Chief Economic Strategist, Ellen Zentner, and former Supreme Allied Commander at NATO, James Stavridis, for a timely discussion on the evolving conflict in the Middle East. Admiral Stavridis brings a unique perspective shaped by senior military and alliance leadership experience, overseeing multinational operations and security challenges across the world. The discussion will cover the latest policy updates from Washington, implications of conflict duration on energy markets, rates, and global risk appetite, and potential portfolio implications to watch.
Geopolitical Perspectives
Join Morgan Stanley Wealth Management for a timely discussion on the evolving situation in the Middle East and what it may mean for investors. Chief Investment Officer Lisa Shalett, Head of U.S. Policy Monica Guerra, and International Wealth Chief Investment Strategist Renato Grandmont will share perspectives on key scenarios to watch and discuss potential implications for portfolios amid heightened geopolitical and policy uncertainty.
Get Matched with a Financial Advisor
Answer a few questions and we will match you with Morgan Stanley Financial Advisors uniquely equipped to help meet your needs.
Check the background of our firm and investment professionals on FINRA's BrokerCheck.
Investment Products • Not FDIC Insured • No Bank Guarantee • May Lose Value
The material provided by Morgan Stanley Smith Barney LLC, Morgan Stanley or any of their affiliates, or by a third party not affiliated with Morgan Stanley is for educational purposes only and is not an individualized recommendation. This information neither is, nor should be construed as, an offer or a solicitation of an offer, or a recommendation, to buy, sell, or hold any security, financial product, or instrument discussed herein, or to open a particular account or to engage in any specific investment strategy.
These events have been prepared for informational purposes only and are not an offer to buy or sell or a solicitation of any offer to buy or sell any security/instrument or to participate in any trading strategy. The securities/instruments discussed in this material may not be in the best interest of, or otherwise consistent with the applicable standard of care for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.
Investing in securities involves risk, including possible loss of principal.
Past performance is not an indication of future results.
Diversification and asset allocation do not ensure profit or protect against loss in declining markets.
This material, or any portion thereof, may not be reprinted, sold or redistributed without the written consent of Morgan Stanley Smith Barney LLC.
Securities products and investment advisory services offered by Morgan Stanley Smith Barney LLC, Member SIPC and a Registered Investment Adviser. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA. Stock plan administration solutions and services offered by E*TRADE Financial Corporate Services, Inc., and are a part of Morgan Stanley at Work. Banking products and services provided by Morgan Stanley Private Bank, National Association, Member FDIC. All entities are separate but affiliated subsidiaries of Morgan Stanley. E*TRADE from Morgan Stanley and Morgan Stanley at Work are registered trademarks of Morgan Stanley.
Morgan Stanley Wealth Management is a division of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Red Oak #4772201 (08/2025)