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Rating:Week In Preview, April 12 - April 18 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 12, 2021

Week In Preview, April 12 - April 18

Reported by Neil Anderson, Managing Editor

Tomorrow, starting at 2pm eastern, the team at the Independent Directors Council (IDC) is scheduled to host virtual roundtable for Delaware, Maryland, and Virginia. Then on Wednesday, also starting at 2pm eastern, the IDC is scheduled to continue their speaker series with "Diversity, Inclusion, and Implicit Bias: An Interview with Song Richardson." Then on Thursday, also starting at 2pm eastern, the IDC is scheduled to host another virtual roundtable, this time for New Jersey and Pennsylvania.

Also tomorrow starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team is scheduled to host a webinar, entitled "Registered Fund Tax: There's Nothing to Be Afraid Of." Then on Wednesday, also starting at 2pm eastern, the MFDF team is scheduled to host another webinar, this time on "Gamification of Securities Trading: Fad or the Future?" Then on Thursday, starting at 1pm eastern, the MFDF team is scheduled to continue their In Focus virtual series, this time with a session on "Board Oversight of Sub-advisers."

Also on Wednesday, at 8am eastern, the team at Wells Fargo & Company (parent, for now, of Wells Fargo Asset Management) is scheduled to release their Q1 2021 earnings report. An earnings call is scheduled for 10am.

On Friday, at 7:30am eastern, the team at State Street Corporation (parent of SSGA) is scheduled to release their Q1 earnings report. An earnings call is scheduled by 10am.

Also on Friday at 7:30am eastern, the folks at Morgan Stanley (parent of Morgan Stanley Investment Management) are scheduled to release their Q1 earnings report. A conference call is scheduled for 8:30am.

This week, on the defined contribution side of the industry, the teams at Advisor2X, FRA, and NIRS are scheduled to host online events. Our sister publication, 401kWire, has more details

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  1. WE PNW Seattle - Holiday Party, December 3
  2. WE Boston - Women's Initiative Joint Holiday Networking Reception, December 4
  3. WE South - Wine Wednesday Holiday Celebration, December 4
  4. IDC Foundations for Fund Directors, Dec 4-5
  5. Nicsa webinar - Post-Election Insights: Impact on Global Policies, Markets, and Regulations, December 4
  6. WE Denver - 2024 Annual Holiday Party, December 5
  7. WE Washington D.C. - 2024 Holiday Dinner Event, December 5
  8. MFDF webinar - BDC Board Service 101, December 10
  9. MFDF webinar - ETF Product Trends: Board Implications, December 11
  10. MFDF webinar - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms, December 18
  11. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7, 2025
  12. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9, 2025
  13. MFDF webinar - AI and Fund Compliance, January 21, 2025
  14. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22, 2025
  15. FSI OneVoice 2025, January 27 - 29, 2025
  16. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  17. 2025 ICI Innovate, February 3 - 5, 2025
  18. MFDF Director Discussion Series - Open Forum, February 10, 2025
  19. MFDF Director Discussion Series - Open Forum, February 11, 2025
  20. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025
  21. MFDF Director Discussion Series - Open Forum, April 2, 2025
  22. MFDF Director Discussion Series - Open Forum, April 15, 2025
  23. The 36th Sub-Advised Funds Forum, April 29 - 30, 2025
  24. Morningstar Investment Conference 2025, June 25 - 26, 2025
  25. MFDF Director Discussion Series - Open Forum, July 9, 2025




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