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Rating:Week In Preview, December 12 - December 18 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, December 12, 2022

Week In Preview, December 12 - December 18

Reported by Neil Anderson, Managing Editor

Happy Gingerbread House Day!

Craig Pfeiffer
Money Management Institute
President, CEO
Today, the US SIF team will host a media webinar on findings from the 14th edition of their report on U.S. Sustainable Investing Trends.

Tomorrow morning, starting at 10am eastern, Bob Huebscher, founder of VettaFi's Advisor Perspectives, will interview Jeremy Siegel, professor of finance and senior investment strategy advisor at the Wharton School at the University of Pennsylvania. The event is expectd to be livestreamed.

On Wednesday, starting at 2:30pm eastern, the team at the Independent Directors Council (IDC) will host a webinar, entitled "Spotlight on the SEC's Swing Pricing and Hard Close Proposals."

Also on Wednesday, starting at 1pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will continue their In Focus series with a webinar, entitled "Closed-End Fund Activism."

Also on Wednesday, starting at 4pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "Digital Asset Classification."

Also on Wednesay, starting at 10am eastern, the Nicsa team will host a webinar, entitled "Democratization of Private ETF Assets."

Also on Wednesday, the team at the Boston chapter of Women in ETFs (WE) will host their annual give back event at Empire.

On Thursday, the Crane Data team will host their next Money Fund University conference. The two-day event will be held at the Hyatt Regency in Boston.

This week, on the defined contribution side of the industry, the teams at DCIIA, Fi360, FIS, the Longevity Project, OneAmerica, P&I, Spark, and WIPN are hosting events. Our sister publication, 401kWire, has more details

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  1. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  2. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  3. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  4. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  5. MFDF webinar - ETF Conversions, July 17
  6. MFDF Director Discussion Series - Open Forum (New York), July 22
  7. MFDF Ask Anything webinar - AI Edition, July 24
  8. MFDF webinar - Use of Derivatives by RICs, July 29
  9. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  10. Samfund Soiree Boston 2025, August 21
  11. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  12. ICI ETF Conference, Sep 8-10
  13. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  14. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  15. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  16. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  17. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  18. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  19. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  20. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  21. 10th annual Fuse Forum, October 8
  22. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  23. 2025 MMI Annual Conference, Oct 15-17
  24. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13




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