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Rating:Week In Preview, June 8 - 14 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 8, 2020

Week In Preview, June 8 - 14

Reported by Neil Anderson, Managing Editor

Tomorrow at 4pm eastern, Chris Donahue, president and CEO of Federated Hermes, is scheduled to speak in a "fireside chat" at Morgan Stanley's Virtual U.S. Financial Services Conference.

John Christopher Donahue
Federated Hermes
President, CEO & Chairman
On Wednesday at 2pm eastern, the NICSA team will host a webinar on The Global Pandemic & Its Impact on the Future of the Transfer Agency. The online event is sponsored by FIS and will moderated by Jeff Young, enterprise strategist for asset management solutions at FIS. Others scheduled to speak include: Fred Naddaf, lead independent trustee for the Symmetry Panoramic Funds; Kathy Stelter, vice president and chief operations officer at Thrivent Funds; and Kim Zavislak, partner at KPMG.

BNY Mellon's Pershing team had initially planned to host their three-day Insite conference this week in Chicago, starting on Wednesday. Yet the event was cancelled back in April thanks to the coronavirus crisis.

On Thursday starting at 2pm, Pageant's Fund Intelligence team will host their Fund Intelligence Digital Forum. The event's tagline is "Lessons being learned and future forecasts."

This week on the defined contribution side of the industry, the teams at Newport Group, SVIA, and WiPN are all hosting online 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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