Carolyn McPhillips
Mutual Fund Directors Forum
President

Tomorrow, at 7am eastern, the team at Invesco, Ltd. (IVZ) will release their earnings report for the second quarter of 2023. Management will host an earnings call at 9am eastern.

On Wednesday afternoon, after the market closes, the team at Ameriprise Financial, Inc. (AMP, parent of Columbia Threadneedle) will release their Q2 2023 earnings report. Management will host an earnings call at 9am eastern on Thursday.

Wednesday is the deadline for submissions for the 2023 STAR Awards from the Investment Management Education Alliance (IMEA).

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

On Thursday, after the market closes in the afternoon, the team at AllianceBernstein Holding L.P. (AB) will release their Q2 2023 earnings release. Management will host an earnings call at 9am central on Friday.

Also on Thursday, in the morning, the team at Lazard Ltd. will host their Q2 2023 earnings report. Management will host an earnings call at 8am eastern.

Also on Thursday, starting at 11:30am eastern, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum via Zoom.

Also on Thursday after the market closes in the afternoon, the team at Principal Financial Group (PFG) will release their Q2 2023 earnings report. Management will host an earnings call at 10am eastern on Friday.

Also on Friday, at about 8:30am eastern, the team at Franklin Resources, Inc. (BEN, dba Franklin Templeton) will release their earnings report for their fiscal third quarter. Management will host an earnings report at 11am eastern.

Also on Friday, at 7am eastern, the team at T. Rowe Price Group, Inc. (TROW) will release their Q2 2023 earnings report. Management will host an earnings call at 8am eastern.

Also this week, on the defined contribution side of the industry, the teams at Broadridge, ERIC, NAPA, Spark, and WIPN will host events. Our sister publication 401kWire has more details.

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