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Rating:Week In Preview, August 9 - August 15 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, August 9, 2021

Week In Preview, August 9 - August 15

Reported by Neil Anderson, Managing Editor

Happy New Year!

Laura Allison Dukes
Invesco Ltd.
Senior Managing Director, Chief Financial Officer
On Wednesday, the UBS investment banking team will kick off their Financial Services Conference. The two-day, online event will feature a number of speakers, including Allison Dukes, chief financial officer of Invesco.

Friday is the nomination deadline for the 2021 MMI/Barron's Industry Awards. Self-nominations are restricted to one per firm in each of the award categories and must be accompanied by a nomination of a different firm in a different category. The Money Management Institute (MMI) team will reveal the finalists on the week of September 6, and the winners will be revealed at the 2021 MMI Annual Conference in Denver on October 21.

This week, on the defined contribution side of the industry, the teams at Columbia Threadneedle, Fi360, GRPAA, LeafHouse, and OneAmerica will host events. Our sister publication, 401kWire, has more details

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  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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