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Rating:Week In Preview, June 17 - June 23 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 17, 2024

Week In Preview, June 17 - June 23

Reported by Neil Anderson, Managing Editor

Happy Bunker Hill Day!

Craig Pfeiffer
Money Management Institute
President, CEO
Tomorrow, the team at the Money Management Institute (MMI) will host their 2024 MMI National Accounts Roundtable at Invesco's offices in New York City.

Also tomorrow, starting at 1pm eastern, the team at the Investment Management Education Alliance (IMEA) will host a webinar, entitled "Snapshot on the Talent Landscape."

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds."

MFWire will be closed on Wednesday in observance of the Juneteenth market holiday.

On Thursday, the MFDF team will continue their Director Discussion Series with an open forum at Cohen & Company's offices in Philadelphia.

Also on Thursday, starting at 11am eastern, the MMI team will host a webinar, entitled "RIA Consolidators: the New Key Accounts?"

On Friday, starting at 10am eastern, the MMI team will host a webinar, entitled "DoL Fiduciary Rule Update — What Are the Implications?"

Also this week, on the defined contribution side of the industry, the teams at DCIIA, EBRI, P&I, Spark, Vestwell, and WEB will host events. Our sister publication 401kWire has more details

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  1. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  2. WE South - How to Trade an ETF, October 14
  3. 2025 MMI Annual Conference, Oct 15-17
  4. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  5. Nicsa webinar - Board Considerations: Fiduciary Duties and Decision-Making In ETF Dual Share Adoption, October 15
  6. IMEA webinar - Rethinking Audience, Access, and Impact In Advisor-Facing Content, October 16
  7. WealthManagement.com webinar - Exploring the Longevity of the Manulife John Hancock/Boston Partners Collaboration, October 16
  8. WE Philadelphia - Fall Networking Happy Hour, October 16
  9. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  10. Nicsa webinar - ETF Dual Share Classes: Preparing For Operational Success, October 22
  11. Citywire Pro Buyer Los Angeles Retreat 2025, Oct 22-23
  12. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  13. Samfund Soiree Manhattan 2025, October 23
  14. Tiburon CEO Summit XLIX, Oct 27-29
  15. IDC Fund Directors Conference, Oct 27-29
  16. IMEA Leadership Planning Meeting, October 28
  17. IMEA Leadership Summit, Oct 28-29
  18. IMEA Rising Star luncheon, October 28
  19. IMEA Boutique Managers luncheon, October 28
  20. IMEA Philanthropic Day, October 28
  21. 2025 Sohn San Francisco Investment Conference, October 28
  22. Nicsa ALFI webinar - The Proposed New Luxembourg Carried Interest Regime: Elixir of Life for Luxembourg Investment Funds?, October 29
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. IMEA Digital Marketing Roundtable, November 5




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