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Rating:Week In Preview, July 20 - July 26 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 20, 2020

Week In Preview, July 20 - July 26

Reported by Neil Anderson, Managing Editor

This afternoon, starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar, Return to the Workplace of the Future.

Walter William Bettinger II
Charles Schwab & Co.
President, CEO
Tomorrow, starting at 11am eastern, leadership at Charles Schwab will host their summer business update via webcast.

Also tomorrow starting at 11am eastern, the Money Management Institute (MMI) team will host a NetMeeting on Guiding Investors in Addressing Income Inequality.

Also tomorrow, starting at 2pm eastern, the MFDF team will host another webinar, TALF 2020 — What Fund Directors Need to Know.

On Wednesday, after the market closes in the afternoon, the Cohen & Steers team will release their Q2 2020 earnings results. Management will host an earnings call on Thursday at 10am eastern.

Also on Wednesday, starting at 10am eastern, the NICSA team will host a webinar offering A Global View on Alternative Investments. The event is sponsored by the Association of the Luxembourg Fund Industry (ALFI).

Also on Wednesday, the MMI team will continue their 2020 MMI Alternative Investments Forum virtual event series. This week's session is titled "Private Assets: What are the Opportunities and Risks Today?"

On Thursday morning, the team at AllianceBernstein will release their Q2 2020 earnings results. Management will host an earnings call at 8am eastern.

Also on Thursday, starting at 11:30am eastern, the MFDF team will continue their Director Discussion Series with an open forum via Zoom.

Also on Thursday, Pageant's Fund Intelligence team will host their Mutual Fund Industry and ETF Virtual Awards for 2020. Those honored will include the 15 rising stars of 2020.

Also on Thursday, starting at 2pm eastern, the Stradley Ronon team will host a webcast, ESG: All Aboard.

On Friday morning, before the market opens, the team at Virtus Investment Partners will release their Q2 2020 earnings results. Management will host an earnings call at 10am eastern.

This week on the defined contribution side of the industry, the teams at ASEC, DCIIA, Fi360, NAPA, and Spark are 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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