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Rating:Week In Preview, July 17 - July 23 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 17, 2023

Week In Preview, July 17 - July 23

Reported by Neil Anderson, Managing Editor

Happy Global Hug Your Kids Day!

Walter William "Walt" Bettinger II
Charles Schwab & Co.
President, CEO
Tomorrow, at 6:30am eastern, the BNY Mellon (BK) team will release their earnings report for the second quarter of 2023. Management will host an earnings call at 10:30am.

Also tomorrow, starting at 10am eastern, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum in New York City at the offices of Sidley Austin LLP.

Also tomorrow, starting at 8:30am eastern, the Charles Schwab Corporation (SCHW) team will host their summer business update via a live public webcast.

On Wednesday, the team at the Money Management Institute (MMI) will kick off their 2023 MMI Leadership Pathway Seminar. The two-day event will be held in Boston at the offices of Fidelity Investments.

Also on Wednesday, the team at the Northern Trust Corporation (NTRS) will release their Q2 2023 earnings report in the morning. Management will then host an earnings call at 10am eastern.

On Thursday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "Generative AI — It's Here."

Also on Thursday, starting at 11am eastern, the Thrive team will host a webinar, entitled "Preparing for the SEC's Proposed Cybersecurity Rules."

On Friday, starting at 5pm eastern, the team at the NYC chapter of Young Professionals Expect Miracles (part of the Expect Miracles Foundation: "Financial Services Against Cancer") will host their 2023 NYC YPEM Cornhole Classic at Chelsea Piers Field House in New York City.

This week, on the defined contribution side of the industry, the teams at Broadridge, DCIIA, ERIC, ERISApedia, NAPA, P&I, Spark, and WIPN are hosting events. Our sister publication 401kWire has more details

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  1. WE Boston - Women's Initiative Joint Spring Networking Reception, May 15
  2. MFDF In Focus: Making Sense of ESG - A Morningstar Guide, May 16
  3. SEC IM 2024 Conference on Emerging Trends in Asset Management, May 16
  4. ALFI Roadshow to the USA, May 16
  5. 2024 ICI Leadership Summit, May 21-23
  6. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  7. Schwab Institutional Investor Day, May 22
  8. MFDF Conference of Fund Leaders Forum, June 5
  9. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  10. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  11. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  12. 2024 Nicsa Fearless Leadership Symposium, June 12
  13. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  14. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  15. New York YPEM Cornhole Classic, June 25
  16. Morningstar Investment Conference Conference 2024, Jun 26-27
  17. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  18. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  19. MFDF Director Discussion Series - Open Forum (New York), July 23
  20. 2024 MMI Annual Conference, Oct 15-17
  21. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  22. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  23. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




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