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Rating:Week In Preview, December 7 - December 13 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, December 07, 2020

Week In Preview, December 7 - December 13

Reported by Neil Anderson, Managing Editor

Tomorrow, starting at 11:15am eastern, the Mutual Fund Directors Forum (MFDF) team will continue their Director Discussion Series with an open forum via Zoom for independent directors and chief compliance officers based in Florida. They'll then continue the series at the same time on Friday with another open forum via Zoom, this time for those based in the Midwest.

Meanwhile, on Wednesday afternoon, starting at 2pm eastern, the MFDF team will host a webinar on "Investment Valuation and Governance: Industry Trends and Benchmarking." Then on Thursday afternoon, at the same time, they'll host a webinar on "Board Oversight of the Liquidity Risk Management Program."

Also on Wednesday afternoon at 2pm eastern, the NICSA team will host a webinar on "Creating a Digital Ecosystem." The event is sponsored by Confluence.

On Thursday, the team at the Expect Miracles Foundation (Financial Services Against Cancer) will host their first-ever virtual silent auction. The now-online event is typically featured at their in-person fall and winter galas in Boston and New York.

Also on Thursday, starting at 1pm eastern, the Harbor Capital Advisors team will host their "2021 Market Outlook" webinar.

This week, on the defined contribution side of the industry, the teams at EBRI, Fi360, LeafHouse, NAGDCA, Pru, and Transamerica are hosting online events. Our sister publication, 401kWire, has more details

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  1. IDC Webinar: The Future of the Workplace - April 2021, April 23
  2. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
  3. IMEA In Session - Post-Covid Sales Coverage, April 27
  4. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
  5. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
  6. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  7. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  8. ICI 2021 General Membership Meeting - Day 1, May 6
  9. Emerging Manager Forum USA, May 12-14
  10. ICI 2021 General Membership Meeting - Day 2, May 13
  11. 2021 FINRA Annual Conference, May 18-20
  12. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  13. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  14. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  15. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
  16. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20
  17. ICI 2021 Operations and Technology Conference, May 20
  18. MFDF webinar - Board Oversight of a Fund's Derivatives Risk Management and Fund Compliance With Rule 18f-4, May 24
  19. MFDF webinar - The Use of Alternative Data Sources and Considerations for Fund Directors, May 26
  20. IDC 2021 Virtual Fund Directors Workshop, June 3
  21. MFDF 2021 Fund Governance & Regulatory Insights Conference, Jun 10-11
  22. MFDF webinar - Proposed HSR Rule Changes: Impact on Asset Management, June 17




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