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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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  1. MFDF webinar - ESG, Proxy Voting and Engagement — Where DOL and SEC Regulation has Been and Where it May be Going, February 25
  2. IDC Foundations for Fund Directors, Mar 1-2
  3. MFDF webinar - Board Oversight of ETFs, March 3
  4. FinReg Outlook 2021, March 10
  5. MFDF Director Discussion Series - Open Forum via Zoom (Midwest), March 10
  6. Irish Funds North American Digital Seminar, March 11
  7. MFDF webinar - Municipal and Taxable Fixed Income — A Multi-Speed Recovery, March 12
  8. 2021 Virtual Mutual Funds and Investment Management Conference, Mar 15-19
  9. SEC & DOL Standard of Conduct Rulemakings — Present & Future Considerations, March 23
  10. MFDF Director Discussion Series - Open Forum via Zoom, March 24
  11. ETFGI Global ETFs Insights Summit - ESG & Active ETF Trends, Mar 24-25
  12. MFDF webinar - Asset Management M&A for Fund Directors — Recent Trends and Governance Issues, March 31
  13. MFDF Director Discussion Series - Open Forum via Zoom, April 7
  14. MFDF In Focus: Board Oversight of Sub-advisers, April 15
  15. ETF.com Awards 2020, April 20
  16. The 31st Sub-Advised Funds Forum, Apr 20-21
  17. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  18. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  19. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  20. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  21. ICI 2021 General Membership Meeting - Day 1, May 6
  22. ICI 2021 General Membership Meeting - Day 2, May 13
  23. 2021 FINRA Annual Conference, May 18-20
  24. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  25. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  26. Irish Funds Online Annual Global Funds Conference 2021, May 19-20

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