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Rating:Week In Preview, June 14 - June 20 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 14, 2021

Week In Preview, June 14 - June 20

Reported by Neil Anderson, Managing Editor

Tomorrow, the team at US SIF: The Forum for Sustainable and Responsible Investment, will kick off their US SIF Forum 2021. The four-day, virtual event is the organization's 10th anniversary annual conference, and the schedule starts at 11am eastern time each day.

Kimber Lintz
Investment Management Education Alliance
Director
Also tomorrow, starting at 3pm eastern, the team at the Investment Management Education Alliance (IMEA) will host an all-member Zoom roundtable. The event will highlight the findings from a recent survey, "The Future of Distribution," that was conducted by IMEA and BCG.

An ICI Virtual Event, entitled "Diversity, Equity, and Inclusion in the Asset Management Industry: Measuring Progress, Navigating Roadblocks, and Ascending Into Leadership," originally scheduled for tomorrow, has been postponed. And on Friday, the ICI team is scheduled to host a members-only, virtual fireside chat with Dr. Mary Schmidt Campbell, entitled "What Juneteenth Means to Me, to the African American Community, and to All Americans."

On Wednesday, the Nicsa team will kick off their 2021 Fearless Leadership Symposium. The two-day virtual conference will be the trade group's inaugural diversity, equity, and inclusion event. Meanwhile, Friday is the new deadline for participating in Nicsa's Diversity Project North America "2021 DE&I Perception Survey of the Asset Management Industry."

Also on Wednesday, starting at 3:15pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum via Zoom. Then on Thursday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "Proposed HSR Rule Changes: Impact on Asset Management."

Also on Wednesday, the teams at the Execution Project, Financial Advisor, and the Money Management Institute (MMI) will kick off a two-day virtual conference, "ReThinking Retirement," for their NextChapter think tank.

This week, on the defined contribution side of the industry, the teams at CEFEX, EBRI, NAPA and TRAU are scheduled to host events. Our sister publication, 401kWire, has more details.

Happy early Father's Day

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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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