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Rating:Week In Preview, September 16 - September 22 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 16, 2024

Week In Preview, September 16 - September 22

Reported by Neil Anderson, Managing Editor

Happy Mayflower Day!

Mehdi Asif Mahmud
First Eagle Investment Management, LLC
President, CEO
Today, starting at 1pm eastern, the team at the Independent Directors Council (IDC) will host a webinar, entitled "Core Responsibilities of Fund Directors."

Also today, starting at 5pm pacific, the team at the SoCal chapter of Women in ETFs (WE) will host a welcome mixer, at the Future Proof Festival, at the Hyatt Regency Huntingon Beach Lighthouse Courtyard."

Tomorrow, the First Eagle Investments team is hosting a media breakfast briefing at their headquarters in New York City. The theme is "The Election, the Fed and the Markets: Shaping the Investment Landscape."

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "MFDF Spotlight on New Product Development."

On Wednesday, the Nicsa team will host a webinar, entitled "The Pulse on Tailored Shareholde Reports Implementation: Impacts and Outlooks."

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

On Thursday, the team at the Investment Management Education Alliance (IMEA) will host their Portfolio Construction Roundtable at John Hancock's offices in Boston. The event will be preceeded by a networking dinner on Wednesday at the Banks Seafood and Steak.

On Sunday, the team at the Investment Company Institute (ICI) will kick off their 2024 Tax and Accounting Conference (TAC). The four-day event will be held at the Boca Raton in Boca Raton, Florida.

Also this week, on the defined contribution side of the industry, the teams at ARA, Broadridge, ERISApedia, LIMRA, NAPA, PlanSponsor, Spark, WEB, and WIPN are hosting events. Our sister publication 401kWire has more details

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




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