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Rating:Week In Preview, April 22-28 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 22, 2019

Week In Preview, April 22-28

Reported by Neil Anderson, Managing Editor

Today the Money Management Institute (MMI) team kicks off their 2019 MMI Women in Distribution Symposium. The two-day event is being held at Morningstar headquarters in Chicago and is co-chaired by Karen Lutomski, managing director and advisor consultant in private wealth advisory at Nuveen, and Anne Steer, head of distribution at Congress Asset Management.

Tomorrow morning, after the market opens, the State Street team will release their Q1 2019 earnings report.

On Wednesday afternoon, after the market closes, the Morningstar team will release their Q1 2019 earnings report, and the Raymond James team will release their Q1 2019 earnings report. RayJay leadership will host their Q1 earnings call on Thursday morning before the market opens.

On Thursday, chairman Brian Rogers will retire from T. Rowe Price, passing the reins to CEO Bill Stromberg.

Also on Thursday, the Invesco team will release their Q1 2019 earnings before the market opens in the morning. Also before the market opens, Invesco leadership will host their earnings call.

Also on Thursday, the teams at Federated and Principal will release their Q1 earnings after the market closes in the afternoon. Leadership with both companies will host earnings calls on Friday morning.

On Friday morning, before the market opens, the Franklin Resources team will release their fiscal Q2 2019 earnings. Leadership will host an earnings call later that morning.

Also on Friday morning, leadership at Charles Schwab will host their spring business update.

On Sunday, the Association of Investment Management Sales Executives (AIMSE) team will kick off their 42nd annual Marketing & Sales Conference. The three-day event will be held at the Arizona Biltmore in Phoenix.

This week on the defined contribution side of the industry, Sheri Fitts is co-hosting a workshop. 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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