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Rating:Week In Preview, September 21 - 27 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 21, 2020

Week In Preview, September 21 - 27

Reported by Neil Anderson, Managing Editor

Today, starting at 2pm eastern, the Independent Directors Council (IDC) team will host a webinar, entitled "Trends in Evaluating Active Management and Other Strategies."

Paul Schott Stevens
Investment Company Institute
President, CEO
Tomorrow the Nasdaq team will host their inaugural Nasdaq ESG Summit for the Americas and Europe. The online event will start at 11am eastern time.

Also tomorrow, the Investment Company Institute (ICI) team will kick off their 2020 Tax and Accounting Conference (ICI TAC). The fall conference, traditional held in-person over several consecutive days (and initially scheduled for this week in Palm Desert, California), will be a virtual event held one day a week for three weeks. Week one's sessions start tomorrow at 10am eastern.

Also tomorrow, the Investments and Wealth Institute (IWI) team will host "Long-term implications of COVID-19", a Women in Wealth Perspectives webinar.

Also tomorrow, the Mutual Fund Directors Forum (MFDF) team will continue their Director Discussion Series with another open forum via Zoom, starting at 11:30am eastern. Then on Thursday, the team will host webinar, entitled "Streamlining the Asset Management."

Also tomorrow, the NICSA team will host a webinar, entitled "sales and Asset Forecasting: Modeling in an Evolving Global Economy." The event is sponsored by Delta Data.

On Wednesday, the ICI team will host a webinar, entitled "Achieving Operations Excellence: The Power of Transformation."

On Thursday, the Securities and Exchange Commission's (SEC) Investor Advisory Committee will host a virtual public meeting, starting at 10am eastern.

Also on Thursday, Informa's WealthManagement.com team will host a digital forum for their Wealthies industry awards for 2020. The event will kick off a monthly 10-event series scheduled to continue through July 2021.

Also on Thursday, the ICI team will kick off their 2020 Securities Law Developments Conference. The now-virtual event will be held this Thursday and next Thursday.

This week, on the defined contribution side of the industry, the teams at ASPPA, EBRI, Fi360, NAPA, and That401kSite.com are hosting online events. Our sister publication, 401kWire, has more details

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




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