Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Week In Preview, March 29 - April 4 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, March 29, 2021

Week In Preview, March 29 - April 4

Reported by Neil Anderson, Managing Editor

Bob Dorsey, vice chairman and co-founder of Ultimus Fund Solutions, is scheduled to retire from the firm on Wednesday.

Robert George "Bob" Dorsey
Ultimus Fund Solutions
Co-Founder, Vice Chairman
Tomorrow, starting at 3pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Modernizing Board Oversight of Mutual Funds and Emerging Challenges from Other Pooled Investment Vehicles and Robo-Advisers."

Also on Wednesday, David Waldman is scheduled to succeed the retiring Jae Park as chief investment officer of Loomis Sayles.

Also on Wednesday, starting at 11am eastern, the team at the Investment Management Education Alliance (IMEA) will host an interactive "ESG roundtable" via Zoom.

Also on Wednesday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "Asset Management M&A for Fund Directors — Recent Trends and Governance Issues."

Also on Wednesday, starting at 2pm eastern, the Nicsa team will host a webinar, entitled "A Tech Transformation."

On Thursday, Steven Voorhis is scheduled to succeed the retiring Bryan Cameron as director of research at Dodge & Cox.

On Friday, PM Marc Pinto is scheduled to retire from Janus Henderson.

This week, on the defined contribution side of the industry, the teams at InvestmentNews and LeafHouse are hosting online events. Our sister publication, 401kWire, has more details.

MFWire will be closed on Friday for the Good Friday market holiday. In the meantime, happy Passover, and happy Easter! 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. 2024 ICI Leadership Summit, May 21-23
  2. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  3. Schwab Institutional Investor Day, May 22
  4. IMEA webinar - Opportunities in the Evolving Wealth Management Market, May 22
  5. Raymond James 2024 Analyst & Investor Day, May 23
  6. WE SoCal - How to Lead With Impact: Fireside Chat With Lorraine Le, May 23
  7. MFDF Conference of Fund Leaders Forum, June 5
  8. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  9. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  10. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  11. 2024 Nicsa Fearless Leadership Symposium, June 12
  12. Expect Miracles East Coast Classic 2024, June 13
  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




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use