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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 7, 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. MFDF webinar - AI and Third-Party Oversight, November 10
  2. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  3. IDC Director Segment Meeting - Directors of Alternative Investment Products, November 11
  4. IMEA webinar - The Evolving RIA Marketplace & Increasing Use of Active ETFs, November 12
  5. ALFI Roadshow to Miami, November 12
  6. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  7. ALFI Roadshow to Houston, November 13
  8. 2025 Expect Miracles In Boston Gala, November 13
  9. WE Washington DC - Fall Happy Hour, November 13
  10. 2025 MMI Legal & Compliance Virtual Forum, November 13
  11. Citywire Private Assets Retreat 2025, Nov 13-14
  12. IMEA Institutional Roundtable, November 18
  13. WE South - Offshore 360: the Macro View, November 19
  14. IDC Director Segment Meeting - Directors at Small Fund Complexes, November 19
  15. Nicsa ETF Share Classes Operational Considerations, November 19
  16. MFDF webinar - ETF Dual-Class Relief Impacts on Board Oversight, November 19
  17. ICI Retail Alternatives and Closed-End Funds Conference, November 20
  18. ICI Securities Law Developments Conference, November 20
  19. MFDF webinar - Essential Strategies in Board Oversight of AI, Cybersecurity, and Emerging Technology Risks, December 1
  20. MFDF In Focus - Gartenberg Factors, December 2
  21. MFDF webinar - Digital Assets Regulatory Updates & Trends in the Industry, December 3
  22. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, December 9
  23. MFDF webinar - Navigating Co-Investment Relief for Fund Boards, December 16
  24. MFDF webinar - 2025 Fair Valuation Pricing Survey Update, December 18
  25. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  26. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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