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

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

Rating:Week In Preview, May 29 - June 3 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, May 29, 2018

Week In Preview, May 29 - June 3

Reported by Neil Anderson, Managing Editor

Happy 529 day, fundsters!

Today in New York City, folks at Deutsche Bank are kicking off their eighth annual Global Financial Services Investor Conference. The investment bank's two-day conference is being held at the InterContinental New York Barclay in midtown Manhattan. Among speakers from more than 80 financial services companies, Federated Investors' president and CEO, Chris Donahue, will speak this afternoon.

Tomorrow Ron Carson and his team will kick off their spring 2018 Excell Conference at the Aria Resort and Casino in Las Vegas, Nevada. Carson himself, founder and CEO of the Carson Group, will speak at the three-day event, and other keynote speakers expected to appear include: Arianna Huffington, founder of the Huffington Post and founder and CEO of Thrive Global; Mark Randolph, co-founder of Netflix; and Howard Tullman, general managing partner of two venture capital funds.

Also tomorrow, the Forum for Sustainable and Responsible Investment (US SIF) team will kick off their eighth annual conference. The three-day event will be held at the Omni Shoreham Hotel in Washington, D.C. and is being sponsored by a host of companies, including: Aberdeen Standard, Affirmative Investment Management (AIM), Bain Capital, Bloomberg, BMO Global Asset Management, Breckenridge Capital Advisors, Brown Advisory, Calvert, Campbell's, CBIS, ClearBridge, the College for Financial Planning, DANA, Domini, Eventide, FA magazine, First Affirmative, Greentech Capital Advisors, Hartford Funds, Iroquois Valley Farms, General Motors, ISS, KBIGI, Morgan Stanley, Morningstar, MSCI, Natixis, Natural Investments, North Sky Capital, Nuveen, OppenheimerFunds, Parametric, Parnassus Investments, Pax, Pimco, RBC Global Asset Management, Responsible Investor, Rise Up Coffee Roasters, S&P Dow Jones Indices, Solomon Hess Capital Management, Sustainalytics, Terna, Thomson Reuters, Trillium, VertueLab, Vigeo Eiris, and Walden Asset Management. Speakers scheduled to appear include: Robert Jackson, SEC commissioner; Flavia Micilotta, executive director of EUROSIF; Anna Pot, manager of responsible investments for APG Asset Management; Lenora Suki, head of product strategy for sustainable finance at Bloomberg; Kurt Summers, treasurer for the City of Chicago; Mark Tercek, president and CEO of the Nature Conservancy; Richard Vevers, founder and CEO of the Ocean Agency; Lisa Woll, CEO of US SIF; and many others.

On Thursday, Diane Blizzard, associate director of the Securities and Exchange Commission's (SEC's) division of investment management, will leave the regulatory agency. She spent 18 years at the SEC, and since 2012 she has led the investment management division's rulemaking efforts around mutual funds and RIAs (including asset managers).

Also on Thursday, folks at Keefe, Bruyette & Woods (KBW) will host the KBW Mortgage Finance & Asset Management Conference at the Westin Grand Central Hotel in New York City. Among others, AllianceBernstein (AB) president and CEO Seth Bernstein and Victory Capital chairman and CEO David Brown will both speak at the conference. Brown will be joined by Terence Sullivan, chief financial officer and head of strategy at Victory.

Friday is the deadline for submissions for the Mutual Fund Education Alliance's (MFEA's) 2018 Star Awards recognizing fund firms for outstanding communications, education, and marketing efforts.

This week on the defined contribution side of the industry, the J.P. Morgan Asset Management team is hosting an event. Our sister publication, 401kWire, has more details

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: Q3Q2Q1
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. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  2. IMEA webinar - Snapshot on the Talent Landscape, June 18
  3. 2024 MMI National Accounts Roundable, June 18
  4. MMI webinar - RIA Consolidators: The New Key Accounts?, June 20
  5. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  6. MMI webinar - DoL Fiduciary Rule Update: What Are the Implications?, June 21
  7. WE Chicago - Pre-Morningstar Conference reception, June 25
  8. Celebrating 100 Years of the Mutual Fund, June 25
  9. New York YPEM Cornhole Classic, June 25
  10. Morningstar Investment Conference Conference 2024, Jun 26-27
  11. 2024 MMI Institutional Roundtable, June 26
  12. WE PNW Seattle - Pickleball and Networking, June 27
  13. Celebrating 100 Years of the Mutual Fund, July 11
  14. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  15. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  16. MFDF Director Discussion Series - Open Forum (New York), July 23
  17. IMEA Portfolio Construction Roundtable, September 19
  18. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
  19. 2024 MMI Annual Conference, Oct 15-17
  20. IMEA Philanthropic Day, October 22
  21. IMEA Leadership Summit, October 23
  22. IMEA Star Awards Celebration, October 23
  23. IMEA Marketing Summit, October 24
  24. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  25. MFDF Director Discussion Series - Open Forum (Denver), November 6
  26. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7




©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