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Rating:Week In Preview, February 22 - February 27 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, February 22, 2022

Week In Preview, February 22 - February 27

Reported by Neil Anderson, Managing Editor

This afternoon, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "LIBOR Transition: What Boards Need to Know and Do in the Final 18 Months."

Kunal Kapoor
Morningstar
CEO
Also today at 2pm eastern, the team at the Investment Managemnet Due Diligence Association (IMDDA) will webinar, entitled "How Managed Futures Can Improve Portfolio Performance During Inflationary Times and Crisis Periods."

Tomorrow, the Fund Intelligence team will host their 2022 Fund Intelligence Operations & Services Awards celebration at the Metropolitan Club in New York City.

Also tomorrow, starting at 2pm eastern, the Nicsa team will host a webinar, entitled "ESG Outlook: $30 Trillion by 2030."

On Thursday, starting at 3pm eastern, the team at the Independent Directors Council (IDC) will host a webinar, entitled "Fund Board Perspective: Implementation of the Valuation Rule."

Also on Thursday, after the market closes in the afternoon, the Morningstar team will release their Q4 2021 earnings report.

Also on Thursday, at about 6am eastern, the team at the Royal Bank of Canada (RBC, parent of RBC Global Asset Management, i.e. RBC GAM), will release their fiscal Q1 2022 earnings report. Management will host an earnings call at 8am eastern.

This week, on the defined contribution side of the industry, the teams at Callan, EBRI, Faegre Drinker, Fi360, WealthManagement.com, and WIPN are hosting events. Our sister publication, 401kWire, has more details.

Happy Single Tasking 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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