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Rating:Week In Preview, September 16-22 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 16, 2019

Week In Preview, September 16-22

Reported by Neil Anderson, Managing Editor

Today the FRA team kicks off their 28th Sub-Advised Funds Forum. The two-day event is being held at the Omni Parker House in Boston.

Susan Ferris Wyderko
Mutual Fund Directors Forum
President, CEO
On Thursday, the U.S. Securities and Exchange Commission's (SEC's) Investor Advisory Committee (which includes MFDF chief Susan Wyderko, pictured to the right) will host a public meeting at the regulatory agency's headquarters in Washington, D.C. Disclosures and leverage are two discussion topics on the agenda.

Also on Thursday, the National Investment Company Service Association (NICSA) team will host their 2019 Midwest Regional Event. The meeting will be held that afternoon at Chapman and Cutler's offices in Chicago.

On Sunday, the Investment Company Institute (ICI) team will kick off their 2019 Tax and Accounting Conference (TAC). The four-day event will be held at the JW Marriott Marco Island Beach Resort in Marco Island, Florida.

This week on the defined contribution side of the industry, the teams at ABC Detroit, NAPA, PlanAdviser, Retirement Clearinghouse, That401kSite.com, Wilmington Trust, and WiPN are all 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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