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Rating:Week In Preview, February 26 - March 3 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, February 26, 2024

Week In Preview, February 26 - March 3

Reported by Neil Anderson, Managing Editor

Happy Carpe Diem Day!

Frank Heavey
Expect Miracles Foundation
Executive Director
Today, starting at 4pm pacific, the team at the San Francisco chapter of Women in ETFs (WE) will host their "ETF Ecosystem Career Roundtable" at the Handlery Hotel Union Square.

Tomorrow, starting at 2pm eastern, the team at the Independent Directors Council (IDC) will host their next "Industry Segment Meeting" webinar, this time focusing on audit committee chairs.

Also tomorrow, starting at 5:30pm eastern, the team at the Boston chapter of Young Professionals Expect Miracles (YPEM, part of the Expect Miracles Foundation: Financial Services Against Cancer) will host a "Battle of the Bartenders." The sold-out event will be held at Savvor Lounge.

Also tomorrow, starting at 11am eastern, the Broadridge team will host a webinar, entitled "Fund Proxy for the Modern Era."

On Wednesday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Fund Industry Claims Trends: An Insurer's Perspective."

Also on Wednesday, starting at 2pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "The Evolution of Direct Indexing: Product to Platform."

On Thursday, the MMI team will host a members-only webinar, entitled "Retirement Income Distribution: Unpacking the Current Environment."

This week, on the defined contribution side of the industry, the teams at Broadridge, DCIIA, EBRI, ERIC, Paychex, 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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