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Rating:Week In Preview, February 1 - February 7 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, February 1, 2021

Week In Preview, February 1 - February 7

Reported by Neil Anderson, Managing Editor

This afternoon, the team at the Financial Services Institute (FSI) will begin their first-ever virtual Annual Kickoff, a three-day, online, member-only event. (They've postponed their OneVoice 2021 conference to July 26-28, with a virtual option.) Then tomorrow morning, starting at 10am eastern, they'll host a media call.

Tomorrow, at 8:30am eastern, the team at Franklin Resources, Inc. (dba Franklin Templeton) (BEN) will release their fiscal Q1 2021 earnings report. Management will host an earnings call at 10am eastern.

Also tomorrow, before the market opens in the morning, the team at Virtus Investment Partners, Inc. (VRTS) will release their Q4 2020 earnings report. Management will host an earnings call at 10am eastern.

Also tomorrow before the market opens in the morning, the team at Ivy Investments' parent, Waddell & Reed Financial, Inc. (WDR), will release their Q4 2020 earnings report, which might be the company's last such report before being acquired.

Also tomorrow, at 4:30pm eastern, the Artisan Partners Asset Management (APAM) will release their Q4 2020 earnings report. Management will host an earnings call on Wednesday at 1pm eastern.

On Wednesday afternoon, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "A New Fair Valuation Framework for Fund Directors."

On Thursday morning, at 4am eastern, the team at Janus Henderson Group (JHG) will release their Q4 2020 earnings report. Management will host an earnings call at 8am eastern.

On Friday morning, at 8:30am eastern time, the team at U.S. Global Investors (GROW) will host an earnings webcast on their fiscal Q2 2021 results. They will release their corresponding earnings report prior to the webcast.

This week, on the defined contribution side of the industry, the teams at EBRI, Franklin Templeton, IIC, Vestwell, and Wagner Law Group are hosting online events. Our sister publication, 401kWire, has more details

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  1. 2024 ICI Leadership Summit, May 21-23
  2. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  3. Schwab Institutional Investor Day, May 22
  4. IMEA webinar - Opportunities in the Evolving Wealth Management Market, May 22
  5. Raymond James 2024 Analyst & Investor Day, May 23
  6. WE SoCal - How to Lead With Impact: Fireside Chat With Lorraine Le, May 23
  7. MFDF Conference of Fund Leaders Forum, June 5
  8. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  9. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  10. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  11. 2024 Nicsa Fearless Leadership Symposium, June 12
  12. Expect Miracles East Coast Classic 2024, June 13
  13. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  14. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  15. New York YPEM Cornhole Classic, June 25
  16. Morningstar Investment Conference Conference 2024, Jun 26-27
  17. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  18. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  19. MFDF Director Discussion Series - Open Forum (New York), July 23
  20. 2024 MMI Annual Conference, Oct 15-17
  21. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  22. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  23. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




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