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Rating:Week In Preview, January 17 - 22 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, January 17, 2023

Week In Preview, January 17 - 22

Reported by Neil Anderson, Managing Editor

Happy National Lose the Jet Lag Day!

Eric Pan
Investment Company Institute
President, CEO
Today, starting at 11am eastern, the team at the Investment Company Institute (ICI) will host the first part of their "Blockchain and Digital Assets" webinar from their Financial Innovation Series. The second part will begin at 11am tomorrow.

Tomorrow, starting at 2pm eastern, the team at Nicsa will host a webinar, entitled "New Tailored Shareholder Reports: The SEC Perspective & Operational Implications."

On Thursday, starting at 4pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "The Future of Billing Solutions for the Modern Investment Manager."

On Friday, at 7:30am eastern, the team at State Street Corporation (parent of SSGA) will release their earnings report for the fourth quarter of 2022. Management will host an earnings call at 11am.

On Saturday, the team at the Expect Miracles Foundation (Financial Services Against Cancer) will host day one of their third annual Peloton Corporate Showdown. Day two will be next Monday, January 23, and day three will be Friday, January 27.

This week, on the defined contribution side of the industry, the teams at DCIIA and Fi360 are hosting 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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