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Rating:Week In Preview, May 8 - May 14 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, May 8, 2023

Week In Preview, May 8 - May 14

Reported by Neil Anderson, Managing Editor

Happy V-E Day!

Tomorrow, the Sohn Conference Foundation will host their 2023 Sohn Investment Conference. The event, which is a fundraiser for supporting research to fight pediatric cancer, will be held virtually this year.

Also tomorrow, starting at 1pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "In Focus: Board Oversight Lessons From Former Fund Directors."

Also tomorrow, starting at 4pm eastern, the team at the Boston chapter of Women in ETFs (WE) will host a networking and mini golf event at Puttshack in Boston.

On Wednesday, starting at 2pm eastern, the Nicsa team will host a webinar, entitled "Tailored Shareholder Reports: Impact & Implementation."

On Thursday, the team at the Money Management Institute (MMI) will kick off their 2023 MMI Emerging Asset Managers Forum. The two-event conference will be held at the Hilton Denver City Center.

This week, on the defined contribution side of the industry, the teams at DCIIA, EBRI, EdgeCo, ERIC, Faegre Drinker, Spark, and WIPN are hosting events. Our sister publication 401kWire has more details

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  1. IMEA Marketing Summit, October 24
  2. WE Pacific NW - Networking Mixer, October 24
  3. WE South - ETF Wisdom & Wine, October 24
  4. Tiburon CEO Summit XLVII, Oct 28-30
  5. IDC Speaker Series - A Conversation with Kathy Sullivan, October 29
  6. Nicsa 2024 Asset & Wealth Management Summitt, Oct 29-30
  7. Broadridge webinar - A Decade of Transformation: Exploration of US & European Fund Industry Fees & Regulation, October 29
  8. 2024 MMI Annuity & Insurance Solutions Roundtable, October 29
  9. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  10. WE SoCal - Industry Golf Tournament, October 30
  11. MFDF In Focus - Election Preview and Implications for 2025 and Beyond, October 30
  12. MFDF Director Discussion Series - Open Forum (Denver), November 6
  13. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  14. WE South - Deep Dive Into U.S. Offshore, November 7
  15. MFDF webinar - ETF Share Class, November 12
  16. 2024 Closed-End Fund Conference, November 12
  17. MFDF Director Discussion Series - Open Forum (Los Angeles), November 13
  18. MFDF Director Discussion Series - Open Forum (San Francisco), November 14
  19. WE Philadelphia panel discussion - ETF multi-share class, November 14
  20. Expect Miracles In Boston 2024, November 14
  21. 31st Annual Baron Investment Conference, November 15
  22. MFDF webinar - AI and Fund Compliance, November 18
  23. MFDF webinar - The Power of Custom In-Kind Baskets, November 19
  24. Schwab Impact 2024, Nov 19-21
  25. MFDF webinar - Mutual Fund CCO Compensation: the MPI Annual Survey Update, November 21
  26. IDC Foundations for Fund Directors, Dec 4-5




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