Wealth Management Virtual Events

Get insights from Morgan Stanley's thought leaders, industry trailblazers, and influential voices on what's shaping the markets and economy today.

Upcoming Events

New Year, New Bill: What it Means for You
  1. Geopolitical

     

    Join Morgan Stanley thought leaders for a timely discussion on the One Big Beautiful Bill Act and what it means for the tax and financial planning landscape. As you prepare for tax season and review your family’s financial plan, this session will help you evaluate your current financial plan amid these changes and recognize the core components of a well-constructed financial plan.

     

    Tuesday, January 20 | 4:15 PM ET

Recent Events

Giving Back: The Joy of Philanthropy and Social Impact

Wealth Education for Individuals 18-35

 

Uncover The Joy of Philanthropy and Social Impact on our Wealth Education for the Next Generation. Discover the fulfilling world of philanthropy and social impact. This session will guide you in identifying causes that matter to you and explore ways to contribute give back meaningfully, fostering a lifelong commitment to making a positive difference in society.

Year-End Economic & Investment Outlook

Markets & Economy

 

The year has seen an unsteady labor market, persistent inflation, geopolitical tensions and rising tariffs. While the rate of economic growth has slowed, expansion continues as consumers remain resilient and corporations deliver stronger-than-expected earnings. Join Morgan Stanley Wealth Management's Chief Investment Officer Lisa Shalett and Morgan Stanley's Global Head of Research Katy Huberty for a year-end conversation on the state of the U.S. economy, the American consumer and economic signals to watch for as we head into 2026.

Digital Diversification: Navigating Crypto in Your Investment Portfolio

Sectors & Industries

 

While crypto investments are growing in popularity and may serve as a potential diversifier, they remain a speculative and an emerging asset class. Join Morgan Stanley Wealth Management for a conversation featuring Chief Investment Officer Lisa Shalett, Head of US Policy Monica Guerra, and Investment Strategist Denny Galindo as they cover the basics of cryptocurrencies and different types of digital assets as well as the evolving regulatory landscape.

Securing the Future: Cybersecurity in the Age of AI

Sectors & Industries

 

In a world where artificial intelligence is reshaping the digital landscape, the line between reality and deception is increasingly blurred. As cyber threats evolve, so must our defenses. Join Morgan Stanley thought leaders as they explore essential strategies to protect yourself and loved ones in this new era.

American Exceptionalism: The Great Rebalancing

Markets & Economy

 

The dominance of America's financial market performance in the post-Great Financial Crisis era is undeniable — but is it coming to an end? Morgan Stanley Wealth Management’s Chief Investment Officer Lisa Shalett will explore key trends contributing to the Great Rebalancing and important considerations for investors.

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