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Rating:Week In Preview, December 11 - December 17 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, December 11, 2023

Week In Preview, December 11 - December 17

Reported by Neil Anderson, Managing Editor

Happy Hanukkah!

Carolyn McPhillips
Mutual Fund Directors Forum
President
Tomorrow, starting at 3pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will continue their In Focus series, entitled "Impacts of SCOTUS Affirmative Action Decision on Fund Boards and Industry Diversity Efforts."

Also tomorrow, starting at 12pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "Make Your Money Work For You."

On Wednesday, starting at 2pm eastern, the MFDF team will host an "Investment Valuation and Governance" webinar. The event will feature results from Deloitte's 21st annual fair valuation pricing survey.

Also on Wednesday, the RiverNorth and TrueShares teams will host a closing bell ringing ceremony and reception at Cboe's trading floor and headquarters in Chicago.

On Thursday, starting at 3pm eastern, the MFDF team will continue their Director Discussion Series with another open forum, via Zoom.

Also on Thursday, starting at 2pm eastern, the MMI team will host a webinar, entitled "The Rise of Retail Alternatives."

This week, on the defined contribution side of the industry, the teams at Broadridge, DCIIA, DoL, Faegre Drinker, NAPA, P&I, RPAG, Spark, TRAU, and WIPN will host events. Our sister publication 401kWire has more details

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  1. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  2. IMEA webinar - Snapshot on the Talent Landscape, June 18
  3. 2024 MMI National Accounts Roundable, June 18
  4. MMI webinar - RIA Consolidators: The New Key Accounts?, June 20
  5. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  6. New York YPEM Cornhole Classic, June 25
  7. Celebrating 100 Years of the Mutual Fund, June 25
  8. 2024 MMI Institutional Roundtable, June 26
  9. Morningstar Investment Conference Conference 2024, Jun 26-27
  10. WE PNW Seattle - Pickleball and Networking, June 27
  11. Celebrating 100 Years of the Mutual Fund, July 11
  12. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  13. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  14. MFDF Director Discussion Series - Open Forum (New York), July 23
  15. IMEA Portfolio Construction Roundtable, September 19
  16. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
  17. 2024 MMI Annual Conference, Oct 15-17
  18. IMEA Philanthropic Day, October 22
  19. IMEA Leadership Summit, October 23
  20. IMEA Star Awards Celebration, October 23
  21. IMEA Marketing Summit, October 24
  22. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  23. MFDF Director Discussion Series - Open Forum (Denver), November 6
  24. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  25. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  26. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




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