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Rating:Week In Preview, April 8 - April 14 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 8, 2024

Week In Preview, April 8 - April 14

Reported by Neil Anderson, Managing Editor

Happy National Zoo Lovers Day!

Laurence D. "Larry" Fink
BlackRock
Chairman, CEO
Today, the FRA team is kicking off their 35th Sub-Advised Funds Forum. The two-day conference is being held at the Harvard Club of New York City.

Tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a CEF litigation update webinar.

Also tomorrow, starting at 11am eastern, the IMDDA team will host a webinar, entitled "The Changing Regulatory Landscape — Issues Affecting Institutional Investors (Sovereign Wealth Funds, State Plans, Endowments)".

Also tomorrow, starting at 8pm pacific, the team at the PNW chapter of Women in ETFs (WE) will host their inaugural mixer in Portland, Oregon at the Paramount Hotel's Taylor Street Tavern. The event will be immediately following the 2024 CFA Society Portland Investment Strategy Dinner. (Both events were previously scheduled for back in January.)

On Wednesday, starting at 1pm eastern, the MFDF team will continue their In Focus series with a virtual discussion on audit committees.

On Friday, before the market opens in the morning, the team at BlackRock, Inc. (BLK) will release their earnings report for the first quarter of 2024. Management will host an earnings call at 7:30am eastern.

Also on Friday morning, at 7am eastern, the team at JPMorgan Chase & Co. (JPM) will release their Q1 2024 earnings report. Management will host an earnings call at 8:30am eastern.

Also on Friday morning, at 7:30am eastern, the team at State Street Corporation (STT, parent of SSGA) will release their Q1 2024 earnings report. Management will host a rescheduled earnings call at 10am eastern. (The call was previously planned for later in the day.)

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

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  1. MFDF Director Discussion Series - Open Forum, July 9
  2. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  3. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  4. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  5. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  6. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  7. MFDF webinar - ETF Conversions, July 17
  8. MFDF Director Discussion Series - Open Forum (New York), July 22
  9. MFDF Ask Anything webinar - AI Edition, July 24
  10. MFDF webinar - Use of Derivatives by RICs, July 29
  11. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  12. Samfund Soiree Boston 2025, August 21
  13. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  14. ICI ETF Conference, Sep 8-10
  15. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  16. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  17. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  18. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  19. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  20. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  21. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  22. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  23. 10th annual Fuse Forum, October 8
  24. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  25. 2025 MMI Annual Conference, Oct 15-17
  26. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15




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