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Rating:Week In Preview, June 22 - June 28 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 22, 2020

Week In Preview, June 22 - June 28

Reported by Neil Anderson, Managing Editor

Today, the Expect Miracles Foundation team (tagline: "Financial Services Against Cancer") kicks off the second half of their (Social) Distance Challenge. This half, which is a running and walking challenge, runs through this coming Sunday, June 28. (The first half, which ended yesterday, was a biking challenge.)

Frank Heavey
Expect Miracles Foundation
Executive Director
Also today, Impact Shares' Ethan Powell will join the NAACP's Marvin Owens on a webinar for the Association of African American financial Advisors (AAAA).

Today is the due date for petitions of candidacy for the upcoming FINRA board of governors election. One large firm governor and one small firm governor will be elected at Finra's annual meeting of firms, scheduled for August 7.

As of March 9, the Principal Financial Group team (parent of Principal Global Investors) was scheduled to host their 2020 Investor Day tomorrow at the Nasdaq MarketSite in New York City.

Tomorrow, starting at 2pm eastern, the Advisor Perspectives team will host a webcast, titled "A Primer on Defined Outcome ETFs and How RIAs Implement Them in Client Portfolios." The online event, sponsored by Innovator ETFs, will feature remarks from Innovator's Bruce Bond and Graham Day, plus a pair of FAs.

On Wednesday, starting at 2pm eastern, the Broadridge team will host the latest installment in their ESG Webinar Series. This edition is titled "How to get started on your ESG journey."

This week, on the defined contribution side of the industry, the teams at 401JA(k)E, ABC, EBRI, Fi360, and LeafHouse are scheduled to host online 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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