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Rating:Week In Preview, July 6 - July 12 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 6, 2020

Week In Preview, July 6 - July 12

Reported by Neil Anderson, Managing Editor

Tomorrow afternoon, starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar, entitled "ESG: How Mutual Funds Can Address the Risks and Capture the Opportunities." Speakers expected to appear include Dan Bender, Chris Hagler, and Christine Morath, all from EY.

Patrick Newcomb
Fuse Research Network
Director of Benchmark Research
Also tomorrow afternoon, starting at 3pm eastern, the Financial Services Institute (FSI) team will host their first-ever Ask the Experts virtual interview. The online event (the beginning of the trade group's new, virtual educational series) will feature Robert Cook, president and CEO of Finra, and Dale Brown, president and CEO of FSI.

On Wednesday, the Money Management Institute (MMI) team will kick off their MMI Alternative Investments Forum virtual event series. The online event will include an opening executive roundtable (featuring: Sheila Rapple, managing director and global head of investor services, private wealth solutions at Blackstone; Jerry Pascucci, managing director and head of global alternative investment solutions for UBS Financial Services; and Joan Solotar, senior managing director and global head of private wealth solutions and external relations at Blackstone) and a session on "surveying the alternatives landscape" (featuring Pat Newcomb, director of benchmark research at Fuse Research Network). The weekly series will continue until early August.

This week on the defined contribution side of the industry, the That401kSite.com team is hosting an event. 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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