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Rating:Week In Preview, July 17 - July 23 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 17, 2023

Week In Preview, July 17 - July 23

Reported by Neil Anderson, Managing Editor

Happy Global Hug Your Kids Day!

Walter William "Walt" Bettinger II
Charles Schwab & Co.
President, CEO
Tomorrow, at 6:30am eastern, the BNY Mellon (BK) team will release their earnings report for the second quarter of 2023. Management will host an earnings call at 10:30am.

Also tomorrow, starting at 10am eastern, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum in New York City at the offices of Sidley Austin LLP.

Also tomorrow, starting at 8:30am eastern, the Charles Schwab Corporation (SCHW) team will host their summer business update via a live public webcast.

On Wednesday, the team at the Money Management Institute (MMI) will kick off their 2023 MMI Leadership Pathway Seminar. The two-day event will be held in Boston at the offices of Fidelity Investments.

Also on Wednesday, the team at the Northern Trust Corporation (NTRS) will release their Q2 2023 earnings report in the morning. Management will then host an earnings call at 10am eastern.

On Thursday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "Generative AI — It's Here."

Also on Thursday, starting at 11am eastern, the Thrive team will host a webinar, entitled "Preparing for the SEC's Proposed Cybersecurity Rules."

On Friday, starting at 5pm eastern, the team at the NYC chapter of Young Professionals Expect Miracles (part of the Expect Miracles Foundation: "Financial Services Against Cancer") will host their 2023 NYC YPEM Cornhole Classic at Chelsea Piers Field House in New York City.

This week, on the defined contribution side of the industry, the teams at Broadridge, DCIIA, ERIC, ERISApedia, NAPA, P&I, Spark, and WIPN are hosting events. Our sister publication 401kWire has more details

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  3. IDC Speaker Series - A Conversation with Kathy Sullivan, October 29
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  14. MFDF Director Discussion Series - Open Forum (Los Angeles), November 13
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  16. Expect Miracles In Boston 2024, November 14
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