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Rating:Week In Preview, November 9 - November 15 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 9, 2020

Week In Preview, November 9 - November 15

Reported by Neil Anderson, Managing Editor

Today, starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar, entitled "Post-Election Review: The Road Ahead." Then tomorrow afternoon, at the same time, they'll host another webinar: "The New Normal in Governance."

Dan Sondhelm
Sondhelm Partners
CEO
Also tomorrow, starting at 11:15am eastern, the MFDF team will continue their Director Discussion Series with an open forum via Zoom for independent directors and chief compliance officers in the Boston Area. Then on Friday, starting at 2pm eastern, the MFDF team will host a webinar on MPI's annual survey on CCO compensation.

Also tomorrow, starting at 1pm eastern, the Sondhelm Partners team will host a webinar, entitled: "Client Engagement in Spite of COVID-19: How Boutique Asset Managers Are Adjusting to the New Reality."

This week on the defined contribution side of the industry, the teams at Advisor2x, ASPPA, Capital Group, Fi360, NAPA, and WiPN are hosting online events. Our sister publication, 401kWire, has more details.

Editor's Note: A prior version of this story gave the wrong start time for the Sondhelm Partners webinar. The event is scheduled to start tomorrow at 1pm eastern. 

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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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