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Rating:Week In Preview, September 18 - September 24 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 18, 2023

Week In Preview, September 18 - September 24

Reported by Neil Anderson, Managing Editor

Happy U.S. Air Force Day!

Eric Pan
Investment Company Institute
President, CEO
Today, the team at the Investment Company Institute (ICI) will continue to host their 2023 Tax and Accounting Conference (ICI TAC). The four-day event, which kicked off yesterday, is being held at the JW Marriott San Antonio Hill Country.

Tomorrow, the team at the Investment Management Education Alliance (IMEA) will host an ESG roundtable at a WeWork location in Boston.

Also tomorrow, starting at 2pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "Credit, Inflation and Duration: Navigating the Changing Landscape."

On Wednesday, starting at 5:30pm eastern, the team at the Expect Miracles Foundation ("Financial Services Against Cancer") will host a "Battle of the Bartenders", for the New York chapter of Young Professionals Expect Miracles (YEPM), at Tailor Public House in New York City.

Also on Wednesday, starting at 4:30pm eastern, the team at the Philadelphia chapter of Women in ETFs (WE) will host a golf clinic and reception at the Applecross Country Club in Downingtown, Pennsylvania.

Also on Wednesday, starting at 5pm mountain standard, the team at the Phoenix chapter of WE will host a wine tasting and talent discussion at Cooper's Hawk in Scottsdale, Arizona.

Also on Wednesday, starting at 1pm eastern, the MMI team will host a webinar, entitled "The AI Revolution: How It's Transforming Marketing and Customer Experience."

On Thursday, the IMEA team will host their portfolio construction roundtable at Federated Hermes' offices in New York City.

Also on Thursday, starting at 1pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host their next In Focus webinar, entitled "Insights and Lessons Learned From a Retired Funds' CEO."

Friday is the deadline for submitting nominations for consideration for Nicsa' NOVA Awards. The winners will be honored at the trade group's GMM in November.

On Friday, starting at 5pm pacific, the team at the Pacific Northwest chapter of WE and the CFA Society Seattle will host a welcome mixer at the Hyatt Regency Seattle.

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

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  1. WE Pacific NW - Year-End Holiday Social and Chapter Leadership Drive, December 5
  2. WE South - A Deep Dive Into the Offshore Ecosystem, December 6
  3. MFDF webinar - Unique Oversight Considerations For ETFs, December 6
  4. Stradley Ronon's Financial Services Regulatory Workshop, December 6
  5. MMI webinar - From an Idea to a Movement: Choosing Self-Confidence + Finding Our Strengths, December 7
  6. SEC Investor Advisory Committee Meeting, December 7
  7. MMI webinar - Make Your Money Work For You, December 12
  8. MFDF In Focus: Impacts of SCOTUS Affirmative Action Decision on Fund Boards and Industry Diversity Efforts, December 12
  9. P&I Best Places to Work In Money Management - The Future of Asset Management, December 12
  10. MFDF webinar - Investment Valuation and Governance: Deloitte's 21st Annual Fair Valuation Pricing Survey, December 13
  11. MFDF Director Discussion Series - Open Forum via Zoom, December 14
  12. MFDF 2024 Directors' Institute, January 22 - 24, 2024
  13. 2024 ICI Innovate, February 6 - 8, 2024
  14. The Advyzon Conference, February 20 - 22, 2024
  15. Raymond James 2024 Annual Shareholders Meeting, February 22, 2024
  16. MFDF 2024 Fund Governance & Regulatory Insights Conference, March 7 - 8, 2024
  17. Nicsa 2024 Strategic Leadership Forum, March 13 - 15, 2024
  18. 2024 MMI Summit, March 13 - 14, 2024
  19. Women In ETFs 10-Year Anniversary Celebration, March 14, 2024
  20. Wealth Management Edge 2024, May 13 - 16, 2024
  21. MFDF Conference of Fund Leaders Forum, June 5, 2024
  22. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20, 2024
  23. Morningstar Investment Conference Conference 2024, June 26 - 27, 2024
  24. 2024 MMI Annual Conference, October 15 - 17, 2024




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