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Rating:Week In Preview, June 20 - June 25 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, June 20, 2023

Week In Preview, June 20 - June 25

Reported by Neil Anderson, Managing Editor

Happy World Refugee Day!

Today, the teams at the CFA Society New York and at Fordham's Gabelli School of Business will kick off their 10th annual Ben Graham Conference. The two-day event includes an in-person portion today at Fordham Law School in New York City, while tomorrow's portion of the event will be virtual.

Also today, starting at 12pm mountain, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum at the offices of PWC in Denver.

Tomorrow, the Crane Data team will kick off their Money Fund Symposium. The three-day event will be held at the Hyatt Regency Atlanta.

Also tomorrow, starting at 1pm eastern, the team at the Indepencent Directors Council (IDC) will host their June 2023 governance committee chairs industry segment call.

On Thursday, the team at the Money Management Institute (MMI) will kick off their 2023 Distribution Leadership Forum, a two-day, virtual event.

Also on Thursday, starting at 3pm eastern, the IDC team will host their June 2023 board leaders industry segment call.

This week, on the defined contribution side of the industry, the teams at Broadridge, DCIIA, PlanSponsor, RAC, and WIPN 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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