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Rating:Week In Preview, May 7-13 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, May 7, 2018

Week In Preview, May 7-13

Reported by Neil Anderson, Managing Editor

Happy mother's day!

The Investments & Wealth Institute's 2018 Annual Conference Experience (ACE) continues today. The four-day event at Nashville's Music City Center started yesterday and is expected to attract 1,500 attendees and 100 exhibitors and sponsors. Speakers scheduled to appear include: behavioral economist Dan Ariely, professor at Duke University; Zvi Bodie, professor emeritus at Boston University; business strategist Robert Cooper, CEO of both Cooper Neuroscience Lab and Cooper Strategic; economist Pippa Malmgren, co-founder and president of both Canonbury Group and Principalis; investor Vikram Mansharamani, lecturer at Harvard University; Chuck Nanick, vice president and managing director on the national sales team for Natixis; Denise St. Ivany, eastern division manager for Macquarie Investment Management's Delaware Funds; Ryan Tiernan, national accounts manager at Capital Group's American Funds; Alexander Wagner, professor at the University of Zurich; and many others.

Tomorrow the Mutual Fund Distribution Forum (MFDF) team will team up with the University of Maryland's Smith School of Business to host a program called "The Road Ahead — Disruption and Innovation in Fund Industry." The event will be held at the Ronald Reagan Building and International Trade Center in Washington, D.C.

On Wednesday folks at Franklin Templeton are hosting a New York City press lunch, titled "Investing in an Uncertain World: Mid-Year Outlook." The event, which will be held at STK Midtown, will feature a panel discussion with: Sonal Desai, PM and director of research for Templeton Global Macro; Peter Langerman, PM, chairman, president, and CEO of Franklin Mutual Series; and David Zahn, PM and head of European fixed income for Franklin Templeton's fixed income group. Wylie Tollette, head of client investment solutions for Franklin Multi-Asset Solutions, will moderate the panel.

This week on the retirement side of the industry, the team at the Employee Benefit Research Institute (EBRI) is hosting an event. Our sister publication, 401kWire has more details.

Happy mother's day!

Editor's Note: A prior of this story incorrectly described Wylie Tollette's role at Franklin Templeton. Tollette is head of client investment solutions for Franklin Multi-Asset Solutions. 

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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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