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Rating:Week In Preview, January 25 - January 31 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, January 25, 2021

Week In Preview, January 25 - January 31

Reported by Neil Anderson, Managing Editor

Tomorrow, the Women in ETFs team will kick off the Women in ETFs Global 2021 Virtual Conference. The two-day event comes as the trade group celebrates its seventh anniversary this month.

Catherine "Cathie" Wood
ARK Investment Management, LLC
Founder, Chief Executive Officer
On Wednesday, 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 all independent fund directors and chief compliance officers. Then on Thursday, starting at 2pm eastern, the MFDF team will host a webinar, titled "Post-Election Insights on Regulations & Issues that Affect Mutual Funds."

Also on Wednesday, starting at 2pm eastern, the Nicsa team will host a webinar, entitled "Investment Data Science: A World Outside of Spreadsheets." The event is sponsored by Northern Trust.

Also on Wednesday, after the market closes, the team at Columbia Threadneedle's parent, Ameriprise Financial, will released their Q4 2020 earnings report. Management will host an earnings call at 9am eastern on Thursday.

Also on Wednesday after the market closes, the team at Carillon Tower Advisers' parent, Raymond James Financial, will release their fiscal Q1 2021 earnings report. Management will host an earnings call at 8:15am eastern on Thursday.

Also on Thursday, at 4:15pm eastern, the team at Principal Global Investors' parent, Principal Financial Group, will release their Q4 earnings report. Management will host an earnings call at 10am eastern on Friday.

Also on Thursday, starting at 2pm eastern, the Money Management Institute (MMI) team will host an MMI Executive IQ Webinar, entitled "The 2021 Leadership Imperative."

Also on Friday, starting at 2pm eastern, the Investment Company Institute (ICI) team will host a webinar, entitled "DOL's Stance on ESG Investments: A Look Ahead to 2021 and Beyond."

This week, on the defined contribution side of the industry, the teams at Hub, PRRL, TRAU, and Vestwell will host 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
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  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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