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Rating:Week In Preview, June 10 - June 16 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 10, 2024

Week In Preview, June 10 - June 16

Reported by Neil Anderson, Managing Editor

Happy National Egg Roll Day!

Craig Pfeiffer
Money Management Institute
President, CEO
Tomorrow, starting at 5:30pm eastern, the team at the Boston chapter of Women in ETFs (WE) will host "Women in Wine," a networking and wine tasting event at the Urban Grape in Boston.

On Wednesday, the team at the Money Management Institute (MMI) will kick off their 2024 MMI Leadership Pathway Seminar. The three-day event will be held a the Hilton Denver City Center.

Also on Wednesday, the team at the Investment Management Education Alliance (IMEA) will host a "Digital Marketing Roundtable" at William Blair's offices in Chicago.

Also on Wednesday, starting at 2pm eastern, he team at the Mutual Fund Directors Forum (MFDF) will host part 1 of 2 of their "Digital Assets in the Fund Space" webinar series.

Also on Wednesday, the Nicsa team will host their 2024 Nicsa Fearless Leadership Symposium, at Citi's headquarters in New York City.

On Thursday, the team at the Expect Miracles Foundation will host their 2024 East Coast Classic. The sold-out event will be Expect Miracle's 30th annual East Coast Classic tournament, held at Pinehills Golf Club in Plymouth, Massachusetts.

Also on Thursday, starting at 2:45pm eastern, the team at the South chapter of WE will team up with FPA of Miami for a "Female Finance Connect" rooftop networking event at Astra in Miami.

Also on Thursday, the team at the San Francisco chapter of WE will partner with the CFA Society of San Francisco and Financial Women of San Francisco (FWSF) to host a summer kick-off networking event at MSCI.

Also this week, on the defined contribution side of the industry, the teams at DCIIA, ERIC, Hub, and WIPN are hosting events. Our sister publication 401kWire has more details. 

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  1. IMEA Marketing Summit, October 24
  2. WE Pacific NW - Networking Mixer, October 24
  3. WE South - ETF Wisdom & Wine, October 24
  4. Tiburon CEO Summit XLVII, Oct 28-30
  5. IDC Speaker Series - A Conversation with Kathy Sullivan, October 29
  6. Nicsa 2024 Asset & Wealth Management Summitt, Oct 29-30
  7. Broadridge webinar - A Decade of Transformation: Exploration of US & European Fund Industry Fees & Regulation, October 29
  8. 2024 MMI Annuity & Insurance Solutions Roundtable, October 29
  9. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  10. WE SoCal - Industry Golf Tournament, October 30
  11. MFDF In Focus - Election Preview and Implications for 2025 and Beyond, October 30
  12. MFDF Director Discussion Series - Open Forum (Denver), November 6
  13. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  14. WE South - Deep Dive Into U.S. Offshore, November 7
  15. MFDF webinar - ETF Share Class, November 12
  16. 2024 Closed-End Fund Conference, November 12
  17. MFDF Director Discussion Series - Open Forum (Los Angeles), November 13
  18. MFDF Director Discussion Series - Open Forum (San Francisco), November 14
  19. WE Philadelphia panel discussion - ETF multi-share class, November 14
  20. Expect Miracles In Boston 2024, November 14
  21. 31st Annual Baron Investment Conference, November 15
  22. MFDF webinar - AI and Fund Compliance, November 18
  23. MFDF webinar - The Power of Custom In-Kind Baskets, November 19
  24. Schwab Impact 2024, Nov 19-21
  25. MFDF webinar - Mutual Fund CCO Compensation: the MPI Annual Survey Update, November 21
  26. IDC Foundations for Fund Directors, Dec 4-5




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