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Monday, November 6, 2017

Week In Preview, November 6-12

News summary by MFWire's editors

DST's kasina is hosting a pair of events in New York City this week. Tonight they will kick off their 2017 Future of Digital roundtable event with a dinner at Bar Boulud. Sessions will take place tomorrow morning at the Convene in the TIAA building. Then tomorrow night they will kick off their 2017 Distribution Strategy Summit with a dinner, followed by sessions at the same Convene on Wednesday morning. kasina's Steven Miyao will deliver the keynote address.

Also tonight in the Big Apple, the Mutual Fund Education Alliance (MFEA) team is kicking off their leadership summit with a dinner at the New York Marriott Downtown. The summit, themed around "the future of our marketplace", will continue tomorrow with sessions at OppenheimerFunds' headquarters.

Tomorrow morning, also in Gotham, the Change Finance team, led by CEO Donna Morton, will ring the NYSE opening bell and host a breakfast event afterwards.

On Thursday, again in Manhattan, the Investment Company Institute (ICI) team will host their 2017 Closed-End Fund Conference, this time at the Convene near Wall Street. Aberdeen Standard Investments, ACA Compliance Group, Calamos Investments, Dechert, Donnelly, and Ropes & Gray are sponsoring the one-day event. Featured speakers include Morgan Housel, partner at Collaborative Fund, and Larry Kudlow, senior contributor at CNBC.

Also on Thursday, Crain's InvestmentNews team will host their third Women Adviser Summit of 2017, this time in San Francisco at the JW Marriott San Francisco Union Square. Sponsors include: Advisor Group AXA Advisors, Cambridge Investment Group, Charles Schwab, Live Oak Bank, Pershing, Raymond James, RBC Wealth Management, and TD Ameritrade. Speakers scheduled to appear include: Colleen Bell, first vice president of fiduciary services at Cambridge Investment Research; Eleanor Blayney, consumer advocate on the CFP board of standards; Mark Bruno, associate publisher of InvestmentNews; Marie Chandoha, president and CEO of Charles Schwab Investment Management; Sarah Deasy, loan officer at Live Oak; Marie Dzanis, head of intermediary and wealth distribution at Northern Trust Asset Management; Heather Ettinger, managing partner at Luma Wealth Advisors; Amy Florian, CEO of Corgenius; Mary Beth Franklin, contributing editor at InvestmentNews; Katie Horon, financial planner at HC Financial Advisors; Susan Kay, vice president and director of business development at MFS; Maureen Kerrigan, senior vice president at RBC Wealth Management; Maribeth Kuzmeski, president of Red Zone Marketing; Michelle Lynch, vice president from the Raymond James Network for Women Advisors; Christine Nigro, managing director of Axa Equitable Life Insurance Company; Tiana Ronstadt, financial advisor at Power Women Investing; Shannon Rosic, multimedia manager at InvestmentNews; Clara Shih, CEO and founder of Hearsay Systems; Suzanne Siracuse, vice president and publisher of InvestmentNews; Marlo Stil, personal CFO and managing partner at the Wealth Consulting Group; Lori Vinciguerra, director and senior managing counsel in the legal department at BNY Mellon's Pershing; and Amy Webber, president and CEO of Cambridge.

Also on Thursday, the Expect Miracles Foundation team will host their 14th annual Wine & Spirits Charity Event in Boston. The party, themed "Send Cancer Packing," will be at the House of Blues Boston and is co-chaired by Scott Brady of Columbia Threadneedle, Jeff Duckworth of John Hancock, and Mike McKeigue of Tortoise.

On Friday Ron Baron and his team will host the 2017 Baron Funds conference, again at the Metropolitan Opera House of Lincoln Center in New York City. The morning will feature remarks from CEOs of several Baron Funds portfolio companies, including Charles Schwab CEO Walt Bettinger. The afternoon will feature a discussion with a host of Baron Funds PMs, including: Laird Bieger, Cliff Greenberg, Randy Gwirtzman, Michael Kass, Jeff Kotlich, Mike Lippert, Andrew Peck, James Stone, and Alex Umansky. Baron president and chief officer Linda Martinson and Ron Baron himself will also speak, and as per usual there will be surprise lunchtime and end-of-day entertainment.

Also on Friday in New York, the New York Financial Writers' Association will host the 75th annual Financial Follies dinner and entertainment gala. The event, held at the New York Hilton Midtown, features financial journalists in a kind of satirical variety show. USAA will host a pre-Follies cocktail reception, also at the New York Hilton Midtown. 

Edited by: Neil Anderson, Managing Editor

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