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Rating:Week In Preview, September 3-8 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, September 3, 2019

Week In Preview, September 3-8

Reported by Neil Anderson, Managing Editor

Today the Echelon Partners team kicks off the eighth edition of their Deals & Dealmakers Summit. The two-day conference is being held at the Island Hotel in Newport Beach, California.

Susan Ferris Wyderko
Mutual Fund Directors Forum
President, CEO
On Thursday, the Mutual Fund Directors Forum (MFDF) team will hold an open forum in their Director Discussion Series. The lunch meeting, which is only for U.S. mutual funds' independent directors and chief compliance officers, will be held at the Indian Harbor Yacht Club in Greenwich, Connecticut.

Also on Thursday, the U.S. Securities and Exchange Commission's (SEC's) Investor Advisory Committee will meet via a phone call, which the public can listen in on. The subject of the meeting is the proxy process.

On Sunday, the informa team is kicking off their inaugural Wealth/Stack conference on investing and technology. The three-day event is being held in Scottsdale, Arizona, at the Scottsdale Plaza Resort.

This week on the defined contribution side of the industry, the teams at NAGDCA, Relius, RPAG, and WiPN are all hosting events. Our sister publication, 401kWire, has more details

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  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




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