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Rating:Week In Preview, February 26 - March 3 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, February 26, 2024

Week In Preview, February 26 - March 3

Reported by Neil Anderson, Managing Editor

Happy Carpe Diem Day!

Frank Heavey
Expect Miracles Foundation
Executive Director
Today, starting at 4pm pacific, the team at the San Francisco chapter of Women in ETFs (WE) will host their "ETF Ecosystem Career Roundtable" at the Handlery Hotel Union Square.

Tomorrow, starting at 2pm eastern, the team at the Independent Directors Council (IDC) will host their next "Industry Segment Meeting" webinar, this time focusing on audit committee chairs.

Also tomorrow, starting at 5:30pm eastern, the team at the Boston chapter of Young Professionals Expect Miracles (YPEM, part of the Expect Miracles Foundation: Financial Services Against Cancer) will host a "Battle of the Bartenders." The sold-out event will be held at Savvor Lounge.

Also tomorrow, starting at 11am eastern, the Broadridge team will host a webinar, entitled "Fund Proxy for the Modern Era."

On Wednesday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Fund Industry Claims Trends: An Insurer's Perspective."

Also on Wednesday, starting at 2pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "The Evolution of Direct Indexing: Product to Platform."

On Thursday, the MMI team will host a members-only webinar, entitled "Retirement Income Distribution: Unpacking the Current Environment."

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

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  1. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  2. IDC Director Segment Meeting - Directors of Alternative Investment Products, November 11
  3. IMEA webinar - The Evolving RIA Marketplace & Increasing Use of Active ETFs, November 12
  4. ALFI Roadshow to Miami, November 12
  5. ALFI Roadshow to Houston, November 13
  6. 2025 Expect Miracles In Boston Gala, November 13
  7. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  8. WE Washington DC - Fall Happy Hour, November 13
  9. 2025 MMI Legal & Compliance Virtual Forum, November 13
  10. Citywire Private Assets Retreat 2025, Nov 13-14
  11. IMEA Institutional Roundtable, November 18
  12. IDC Director Segment Meeting - Directors at Small Fund Complexes, November 19
  13. WE South - Offshore 360: the Macro View, November 19
  14. Nicsa ETF Share Classes Operational Considerations, November 19
  15. MFDF webinar - ETF Dual-Class Relief Impacts on Board Oversight, November 19
  16. ICI Retail Alternatives and Closed-End Funds Conference, November 20
  17. ICI Securities Law Developments Conference, November 20
  18. MFDF webinar - Essential Strategies in Board Oversight of AI, Cybersecurity, and Emerging Technology Risks, December 1
  19. MFDF In Focus - Gartenberg Factors, December 2
  20. MFDF webinar - Digital Assets Regulatory Updates & Trends in the Industry, December 3
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, December 9
  22. MFDF webinar - Navigating Co-Investment Relief for Fund Boards, December 16
  23. MFDF webinar - 2025 Fair Valuation Pricing Survey Update, December 18
  24. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  25. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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