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Rating:Week In Preview, September 14-20 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 14, 2020

Week In Preview, September 14-20

Reported by Neil Anderson, Managing Editor

Today the Wilmington FRA team will kick off their 30th Sub-Advised Funds Forum. The two-day, virtual, live-streamed event was initially planned to be an in-person conference at the Hilton Boston Logan Airport Hotel, but it was transformed into an online event in light of the ongoing coronavirus crisis.

Bernard "Bernie" James Grzelak
Dimensional Fund Advisors
Chief Financial Officer
Also today, Bernie Grzelak is expected to join Dimensional Fund Advisors (DFA) as chief financial officer.

Also today, starting at 4pm eastern, leaders in the Wells Fargo wealth and investment management (WIM) team will host a 2020 elections investor call, titled "Defined Your Path Forward."

Also today, starting at 3pm eastern, the Innovator ETFs team will host a news briefing for analysts and media.

Tomorrow, starting at 9am eastern, the Investment Company Institute (ICI) team will host a webinar, entitled: "After the Pandemic: The Future of the Global Fund Industry."

Also tomorrow, starting at 2pm eastern, the Money Management Institute (MMI) team will host a netmeeting on "Investment Management Trends in the RIA Channel."

On Wednesday, the Morningstar team will kick off their two-day Morningstar Investment Conference. The annual, advisor-focused event, traditionally held in the spring in Chicago, was postponed back in the spring and then transformed into a digital event.

Also on Wednesday, starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will continue their webinar series with "Fund Industry Claims Trends: An Insurer's Perspective." On Thursday at 10:15am eastern, the Financial Times team will kick off their two-day Future of Asset Management digital conference. The event's tagline is "strategies for the next decade.

This week, on the defined contribution side of the industry, the teams at Advisor2X, NAPA, NIRS, Pru, and WiPN are hosting online events. Our sister publication, 401kWire, has more details

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  2. WE South - A Deep Dive Into the Offshore Ecosystem, December 6
  3. MFDF webinar - Unique Oversight Considerations For ETFs, December 6
  4. Stradley Ronon's Financial Services Regulatory Workshop, December 6
  5. MMI webinar - From an Idea to a Movement: Choosing Self-Confidence + Finding Our Strengths, December 7
  6. SEC Investor Advisory Committee Meeting, December 7
  7. MMI webinar - Make Your Money Work For You, December 12
  8. MFDF In Focus: Impacts of SCOTUS Affirmative Action Decision on Fund Boards and Industry Diversity Efforts, December 12
  9. P&I Best Places to Work In Money Management - The Future of Asset Management, December 12
  10. MFDF webinar - Investment Valuation and Governance: Deloitte's 21st Annual Fair Valuation Pricing Survey, December 13
  11. MFDF Director Discussion Series - Open Forum via Zoom, December 14
  12. MFDF 2024 Directors' Institute, January 22 - 24, 2024
  13. 2024 ICI Innovate, February 6 - 8, 2024
  14. The Advyzon Conference, February 20 - 22, 2024
  15. Raymond James 2024 Annual Shareholders Meeting, February 22, 2024
  16. MFDF 2024 Fund Governance & Regulatory Insights Conference, March 7 - 8, 2024
  17. Nicsa 2024 Strategic Leadership Forum, March 13 - 15, 2024
  18. 2024 MMI Summit, March 13 - 14, 2024
  19. Women In ETFs 10-Year Anniversary Celebration, March 14, 2024
  20. Wealth Management Edge 2024, May 13 - 16, 2024
  21. MFDF Conference of Fund Leaders Forum, June 5, 2024
  22. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20, 2024
  23. Morningstar Investment Conference Conference 2024, June 26 - 27, 2024
  24. 2024 MMI Annual Conference, October 15 - 17, 2024




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