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Rating:Week In Preview, September 8 - 13 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, September 8, 2020

Week In Preview, September 8 - 13

Reported by Neil Anderson, Managing Editor

Today, nominations are due by 5pm for the 2020 MMI/Barron's Industry Awards, now in their 12th year. The awards include 12 categories. Winners will be revealed at the 2020 MMI Annual Conference: Virtual Event Series.

Carolyn McPhillips
Mutual Fund Directors Forum
President
Tomorrow, the teams at Bonhill, Information Age, and DiversityQ will kick off their inaugural Women In Asset Management Virtual Summit, part of their summit and awards series. The two-day event follows their first Women in Asset Management Awards: New York event last year.

Also tomorrow, starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar: "Marking Two Decades of Falling Fund Fees: Key Takeaways From Morningstar's Annual Fund Fee Study." Then on Wednesday, starting at 11:30am eastern, the MFDF team will continue their Director Discussion Series with another open forum via Zoom. (The event is only for independent fund directors and CCOs.

On Thursday, the team at the Investments and Wealth Institute (IWI) will kick off their second annual Behavioral Advisor Forum, this time as a livestream and on-demand, online event, powered by faculty from UC Berkeley's Haas School of Business.

Also on Thursday, informa's WealthManagement.com team will host their 2020 Wealthies Awards Event, this time a live virtual event. 155 companies across 73 categories are finalists for the awards.

This week on the defined contribution side of the industry, the teams at Advisor Perspectives, NAPA, and That401kSite.com are hosting online events. Our sister publication, 401kWire, has more details

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  1. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  2. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  3. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  4. IMEA Portfolio Construction Roundtable, September 24
  5. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  6. IMEA Models Roundtable, September 25
  7. Expect Miracles Atlantic Coast Classic 2025, September 29
  8. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  9. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  10. 10th annual Fuse Forum, October 8
  11. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  12. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  13. 2025 MMI Annual Conference, Oct 15-17
  14. Samfund Soiree Manhattan 2025, October 23
  15. Tiburon CEO Summit XLIX, Oct 27-29
  16. 2025 Sohn San Francisco Investment Conference, October 28
  17. Schwab Impact 2025, Nov 2-4
  18. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  19. MFDF In Focus webinar - Audit Committee Chair, November 5
  20. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  21. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  22. ALFI Roadshow to Houston, November 13
  23. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  24. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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