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Rating:Week In Preview, April 18 - April 24 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 18, 2022

Week In Preview, April 18 - April 24

Reported by Neil Anderson, Managing Editor

Happy Adult Autism Awareness Day!

Kimber Lintz
Investment Management Education Alliance
Director
Tomorrow, starting at 2pm, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Democratization of Alternatives: '40 Act Interval and Tender Offer Funds." (The online event was rescheduled from April 5.)

On Wednesday, the team at the Investment Management Education Alliance (IMEA) will kick off their All-Council Summit at the Mid-America Club in Chicago. The two-day event will be the trade group's first in-person conference in two years.

On Thursday, starting at 1pm eastern, the team at the Investment Company Institute (ICI) will host a webinar, entitled "Talent Connection: Learn About Career Opportunities in the Asset Management Industry."

Also on Thursday, starting at 4pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "Data-Driven Personalization: The Evolving Landscape."

This week, on the defined contribution side of the industry, the teams at DCIIA, Fi360, Mutual of Omaha, QPA, RPAG, Spark, and WIPN will host events. Our sister publication, 401kWire, has more details

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  1. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  2. IMEA Content Management Roundtable, September 16
  3. IMEA 2025 Star Awards Celebration, September 16
  4. IMEA Marketing Summit, Sep 16-17
  5. MMI webinar - The Case For Alts In UMAs: Why Incorporating Alternatives Into a UMA Structure Is Becoming a Strategic Imperative, September 16
  6. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  7. MFDF webinar - Latest in Closed-End Funds Litigations, 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
  21. 2025 Sohn San Francisco Investment Conference, October 28
  22. Schwab Impact 2025, Nov 2-4
  23. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  24. MFDF In Focus webinar - Audit Committee Chair, November 5
  25. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  26. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13




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