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Rating:Week In Preview, October 12-18 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 12, 2020

Week In Preview, October 12-18

Reported by Neil Anderson, Managing Editor

Happy Columbus Day and Happy Indigenous Peoples' Day!

Walter William "Walt" Bettinger II
Charles Schwab & Co.
President, CEO
Tomorrow morning, before the markets open, the BlackRock team will release their Q3 earnings report. Management will host an earnings call at 8:30am eastern.

Also tomorrow, starting at 12pm eastern, the JConnelly team will be hosting a virtual roundtable offering an "ESG Investing Outlook: The 2020 Election and Beyond." Executives from AGO, Hightower, Pictet, and Trillium are expected to speak.

Also tomorrow, starting at 2pm eastern, the Money Management Institute (MMI) team will host the week 2 general session of their 2020 MMI Annual Conference virtual event series. Charles Schwab chief Walt Bettinger will chat with MMI chief Craig Pfeiffer, Pfeiffer will share MMI updates, Morgan Stanley global wealth management vice chair Carla Harris will talk about intentional leadership, and the MMI Member Recognition Awards and the MMI Leadership Award will be presented.

Also tomorrow starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) will continue their In Focus virtual program series with "BCP for the Long Haul — Board Considerations."

On Wednesday morning, at 8am eastern, the team at Wells Fargo Asset Management's (WFAM's) parent, Wells Fargo & Company, will release their Q3 earnings report. Management will host an earnings call at 10am.

Also on Wednesday morning, starting at 11:30am eastern, the MFDF team will continue their Director Discussion Series with another open forum via Zoom.

On Thursday afternoon, starting at 2pm eastern, the MFDF team will host a webinar on "The 2020 Election & Implications for Policy."

On Friday morning, at 7:30am eastern, the team at State Street Global Advisors' (SSGA's) parent, State Street Corporation, will release their Q3 earnings report. Management will host an earnings call at 10am.

This week on the defined contribution side of the industry, the teams at Advisor2X, ASEC, Fi360, Mutual of Omaha, NAGDCA, and NAPA 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. MMI webinar - The Case For Alts In UMAs: Why Incorporating Alternatives Into a UMA Structure Is Becoming a Strategic Imperative, September 16
  3. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  4. IMEA Content Management Roundtable, September 16
  5. IMEA 2025 Star Awards Celebration, September 16
  6. IMEA Marketing Summit, Sep 16-17
  7. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  8. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  9. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  10. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  11. IMEA Portfolio Construction Roundtable, September 24
  12. IMEA Models Roundtable, September 25
  13. Expect Miracles Atlantic Coast Classic 2025, September 29
  14. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  15. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  16. 10th annual Fuse Forum, October 8
  17. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  18. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  19. 2025 MMI Annual Conference, Oct 15-17
  20. Samfund Soiree Manhattan 2025, October 23
  21. Tiburon CEO Summit XLIX, Oct 27-29
  22. 2025 Sohn San Francisco Investment Conference, October 28
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12




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