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Rating:Week In Preview, April 24 - April 30 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 24, 2023

Week In Preview, April 24 - April 30

Reported by Neil Anderson, Managing Editor

Happy National Skipping Day!

Kunal Kapoor
Morningstar
CEO
This afternoon, after the market closes, the team at Ameriprise Financial, Inc. (AMP, parent of Columbia Threadneedle) will release their earnings report for the first quarter of 2023. Management will host an earnings call tomorrow at 9am eastern.

Tomorrow, the Morningstar team will kick off their 35th annual Morningstar Investment Conference. The three-day event will be held at McCormick Place Lakeside Center in Chicago.

Also tomorrow, at about 7am eastern, the team at Invesco Ltd. (IVZ) will release their Q1 2023 earnings report. Management will host an earnings call at 9am eastern.

Also tomorrow morning, the team at Northern Trust Corporation will release their Q1 2023 earnings report. Management will host an earnings call at 8am central.

Also tomorrow, starting at 7pm central, the team at the Chicago chapter of Woemn in ETFs (WE) will host a WE anniversary event at Porter in Chicago.

On Wednesday, the Envestnet team will kick off Elevate, their 2023 Envestnet summit. The two-day event will be held at the Colorado Convention Center in Denver.

Also on Wednesday, the team at the Investment Management Education Alliance (IMEA) will host their product council spring summit. The event will be held at Invesco's offices in New York City.

Also on Wednesday, after the market closes in the afternoon, the Morningstar, Inc. (MORN) team will release their Q1 2023 earnings report.

Also on Wednesday, after the market closes in the afternoon, the team at Raymond James Financial, Inc. (RJF) will release their fiscal Q2 2023 earnings report. Management will host an earnings call at 5pm eastern.

On Thursday, the IMEA team will host their distribution council spring summit. The event will be held at Invesco's offices in New York City.

Also on Thursday, after the market closes in the afternoon, the team at Principal Financial Group will release their Q1 2023 earnings report. Management will host an earnings call at 10am easter on Friday.

Also on Thursday, starting at 4pm mountain standard, the team at the Phoenix chapter of WE will host a membership and networking event at Fate Brewery in Scottsdale, Arizona.

Also on Thursday, at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar, entitled "Overview of ETF Product Landscape."

On Friday morning, the team at Lazard Ltd. (LAZ) will release their Q1 2023 earnings report. Management will host an earnings call at 8am eastern.

Also on Friday morning, before the market opens, the team at Virtus Investment Partners, Inc. (VRTS) will release their Q1 2023 earnings report. Management will host an earnings call at 10am eastern.

This week, on the defined contribution side of the business, the teams at DCIIA, Fi360, NIPA, Qualified Plan Advisors, RPAG, and WIPN are hosting events. Our sister publication 401kWire has more details

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