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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. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  2. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  3. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  4. IMEA Portfolio Construction Roundtable, September 24
  5. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  6. IMEA Models Roundtable, September 25
  7. Expect Miracles Atlantic Coast Classic 2025, September 29
  8. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  9. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  10. 10th annual Fuse Forum, October 8
  11. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  12. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  13. 2025 MMI Annual Conference, Oct 15-17
  14. Samfund Soiree Manhattan 2025, October 23
  15. Tiburon CEO Summit XLIX, Oct 27-29
  16. 2025 Sohn San Francisco Investment Conference, October 28
  17. Schwab Impact 2025, Nov 2-4
  18. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  19. MFDF In Focus webinar - Audit Committee Chair, November 5
  20. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  21. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  22. ALFI Roadshow to Houston, November 13
  23. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  24. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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