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Rating:Week In Preview, February 22 - February 28 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, February 22, 2021

Week In Preview, February 22 - February 28

Reported by Neil Anderson, Managing Editor

This afternoon, starting at 1pm eastern, the ProShares team will host a webcast, entitled "Demystifying Thematic ETFs: Positioning the Story Behind Them."

James "Jim" Fitzpatrick
Nicsa
President, CEO
On Wednesday, the Nicsa team will kick off their 2021 Strategic Leadership Forum. The three-day virtual conference's theme is "The Year of the Relationship."

Also on Wednesday, starting at 11:15am eastern, the Mutual Fund Directors Forum (MFDF) team will continue their Director Discussion Series with another open forum via Zoom, this time for independent directors and chief compliance officers based on the West Coast. Then on Thursday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "ESG, Proxy Voting and Engagement — Where DOL and SEC Regulation has Been and Where it May be Going."

Also on Wednesday, starting at 12pm eastern, the DAI Partners team will host their next Tearing Down the Pink Wall media briefing. The online event is themed "Outlook 2021: Diversity in the World of Financial Services, Asset Allocation and ESG Trends."

Also on Wednesday, the Credit Suisse team will kick off their 22nd annual Financial Services Forum. This time the three-day event will be virtual. Seth Bernstein, president and CEO of AllianceBernstein, and Ali Dibadj, chief financial officer of AB, will speak at the conference on Thursday, as will Allison Dukes, CO of Invesco.

Nominations for the 2020 ETF.com Awards are due by Sunday. Winners will be honored at a virtual event in April.

This week, on the defined contribution side of the industry, the teams at the DoL, Fi360, and WiPN will host online events. MFWire's 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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