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Rating:Week In Preview, November 6 - November 12 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 6, 2023

Week In Preview, November 6 - November 12

Reported by Neil Anderson, Managing Editor

Happy Color the World Orange Day!

James "Jim" Fitzpatrick
Nicsa
President, CEO
This morning, the team at Affiliated Managers Group (AMG) is releasing their earnings report for the third quarter of 2023, and management is hosting an earnings call.

Tomorrow, the Nicsa team will kick off the 2023 Nicsa GMM ("General Membership Meeting"). The two-day event will be held at the Marriott Long Wharf in Boston.

Also tomorrow, the Informa team will kick off their UCITs & AIFMD for U.S. Managers event. The two-day event will be held at Meet in New York City.

On Wednesday, starting at 12pm central, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum at the Ropes & Gray's offices in Chicago.

Also on Wednesday, starting at 5pm central, the team at the South chapter of Women in ETFs (WE) will host "The ABCs of ETFs" at AllianceBernstein's Nashville headquarters.

On Thursday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "What's in a Name (and What Does It Say About Your Fund)?" on the SEC's amended names rule.

Also on Thursday, starting at 6pm central, the team at the Chicago chapter of WE will host their annual mentorship dinner at the Gage.

Also this week, on the defined contribution side of the industry, the teams at Definiti, ERIC, Faegre Drinker, Penelope, 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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