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Rating:Week In Preview, September 12 - September 18 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 12, 2022

Week In Preview, September 12 - September 18

Reported by Neil Anderson, Managing Editor

Happy National Chocoloate Milkshake Day!

Kimber Lintz
Investment Management Education Alliance
Director
Today, the Advisor Circle team will continue their FutureProof conference. The four-day event began yesterday in Huntington Beach, California.

Also today, starting at 2pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "Thinking Beyond Equities: Diversification with Direct Indexing."

Tomorrow, starting at 9:30am mountain time, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum in Denver at the offices of Morrison Forester. Then on Wednesday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "Performance, Perception and Manager Selection."

Also on Wednesday, the team at the Investment Management Education Alliance (IMEA) will host an ESG Roundtable at Abrdn's offices in Philadelphia.

On Friday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "The Impact of Volatility on the Markets."

On Sunday, the team at the Investment Company Institute (ICI) will kick off their 2022 Tax and Accounting Conference (TAC). The four-day event will be held at the Gaylord Rockies Resort & Convention Center in Aurora, Colorado.

This week, on the defined contribution side of the industry, the teams at DCIIA, EBRI, Fi360, FIS, NAPA, PlanAdviser, RPAG, Spark, and WIPN will host events. Our 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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