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Rating:Week In Preview, July 25 - July 31 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 25, 2022

Week In Preview, July 25 - July 31

Reported by Neil Anderson, Managing Editor

Happy National Hire a Veteran Day!

Frank Heavey
Expect Miracles Foundation
Executive Director
The LPL Financial team will continue their 2022 Focus conference today. The four-day event, which kicked off yesterday, is being held at the Colorado Convention Center in Denver.

Tomorrow, the team at the Expect Miracles Foundation ("Financial Services Against Cancer") will host their 28th annual East Coast Classic charity golf tournament. The event, which was originally scheduled for June 9 and then postponed due to weath, will be held at Pinehills Golf Course in Plymouth, Massachusetts.

Also tomorrow, after the market closes in the afternoon, the team at Ameriprise Financial, Inc. (AMP, parent of Columbia Threadneedle) will release their earnings report for the second quarter of 2022. Management will host an earnings call on Wednesday at 9am eastern.

On Wednesday, starting at 1pm eastern, the team at the Investment Management Education Alliance (IMEA) will continue their In Session series with virtual "Data & Marketing Councils."

Also tomorrow, the team at Invesco Ltd. (IVZ) will release their Q2 2022 earnings report at 7am eastern. Management will host an earnings call at 9am.

Also tomorrow, after the market closes in the afternoon, the team at Morningstar, Inc. (MORN) will release their Q2 2022 earnings report. (Management does host earnings calls.)

Also tomorrow, after the market closes in the afternoon, the team at Raymond James Financial, Inc. (RJF, parent of Carillon Tower Advisors, which will rebrand as Raymond James Investment Management) will release their fiscal Q3 2022 earnings report. Management will host an earnings call at 8:15am eastern on Thursday.

Also on Thursday, after the market closes in the afternoon, the team at Federated Hermes, Inc. (FHI) will release their Q2 2022 earnings report. Management will host an earnings call on Friday at 9am eastern.

Also on Thursday, at about 8:30am eastern, the team at Franklin Resources, Inc. (BEN, dba Franklin Templeton) will release their fiscal Q3 earnings report. Management will host an earnings call at 11am eastern.

Also on Thursday, at 4am eastern, the team at Janus Henderson Group plc (JHG) will release their Q2 2022 earnings report. Management will host an earnings call at 8am eastern.

Also on Thursday morning, the team at Lazard Ltd (LAZ) will release their Q2 2022 earnings report. Management will host an earnings call at 8am eastern.

Also on Thursday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Fund Boards' Oversight of Investment Performance."

Also on Thursday, starting at 11am eastern, the team at the Charles Schwab Corporation (SCHW) will host their summer business update.

On Friday morning, the team at AllianceBernstein (AB) will release their Q2 2022 earnings report. Management will host an earnings call at 9am eastern.

Also on Friday morning, before the market opens, the team at Virtus Investment Partners, Inc. (VRTS) will release their Q2 2022 earnings report. Management will host an earnings call at 10am eastern.

Also on Friday, at 7am eastern, the team at WisdomTree Investments, Inc. (WETF) will release their Q2 2022 earnings report. Mangement will host an earnings call at 9am eastern.

This week, on the defined contribution side of the industry, the teams at Fi360, NAPA, and WIPN are hosting events. Our sister publication, 401kWire, has more details

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  2. Exchange: an ETF Experience, Feb 5-8
  3. WE US - Breakfast at Nobu Hotel, February 6
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  7. Expect Miracles Boston YPEM Battle of the Bartenders, February 28
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  10. IMEA Data Council Summit, Mar 7-8
  11. MFDF 2023 Fund Governance & Regulatory Insights Conference, Mar 9-10
  12. Irish Funds Boston Breakfast Seminar, March 15
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  14. 2023 ICI Investment Management Conference, Mar 19-22
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  17. 2023 MMI Summit, Mar 29-30
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