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Rating:Week In Preview, June 24 - June 30 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 24, 2024

Week In Preview, June 24 - June 30

Reported by Neil Anderson, Managing Editor

Happy Holy Spirit Monday!

Kunal Kapoor
Morningstar
CEO
Today, the team at the Investment Management Education Alliance (IMEA) is opening up the submission process for their 2024 Star Awards.

Tomorrow, starting at 5:30pm eastern, the teams at the Investment Company Institute (ICI), the Philadelphia Fund Alliance, and Stradley Ronon will host a networking event celebrating the 100th anniversary of the first open-end mutual fund. The event will be held at Stradley Ronon's offices in Philadelphia.

Also tomorrow, starting at 5:30pm eastern, the team at the Young Professionals Expect Miracles chapter of Expect Miracles Foundation will host their 2024 New York YPEM Cornhole Classic. It will be held at the Chelsea Piers Field House in New York City.

Also tomorrow, the team at the Chicago chapter of Women in ETFs (WE) will host a pre-Morningstar Conference cocktail reception at Porter Kitchen & Deck in Chicago.

On Wednesday, the Morningstar team will kick off the 2024 Morningstar Investment Conference (MIC U.S.). The two-day event will be held at Navy Pier in Chicago.

Also on Wednesday, the team at the Money Management Institute (MMI) will host 2024 MMI Institutional Roundtable at Lazard's offices in New York City.

Also on Wednesday, starting at 5:30pm central, the Lowe Group team will host a financial media mixer at Cindy's Rooftop in Chicago.

Also on Wednesday, starting at 1:30pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will continue their In Focus series with a webinar featuring a conversation with House Financial Services Oversight Subcommittee Chairman Bill Huizenga.

On Thursday, starting at 2pm pacific, the team at WE's Pacific Northwest chapter will host a pickleball and networking event at Bellevue Club outside Seattle.

Also on Thursday, starting at 2pm eastern, the MFDF team will host a webinar on the results of Barrington Partners' 2024 intermediary fee survey.

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

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




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