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Rating:Week In Preview, September 30 - October 6 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 30, 2024

Week In Preview, September 30 - October 6

Reported by Neil Anderson, Managing Editor

Happy National Love People Day!

Thomas Neil "Neil" Bathon
Fuse Research Network
Founder, Partner
Today, the team at the Expect Miracles Foundation (tagline: "Financial Services Against Cancer") is hosting their seventh annual Atlantic Coast Classic, at the Fiddler's Elbow Country Club in Bedminster Township, New Jersey. They expect more than 350 executives to attend the golf tournament and reception.

Also today, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "MFDF 15(c) White Paper Webinar Series: Part 1 — Regulatory Requirements and Judicial Caselaw."

Tomorrow, starting at 2pm eastern, the MFDF team will host another webinar, entitled "ABCs of ETFs for Fund Boards."

Also tomorrow, the team at the Money Management Institute (MMI) will host a webinar, entitled "Digital Asset Allocation: ETF's and Beyond."

Also tomorrow, starting at 5pm mountain standard, the team at the Phoenix chapter of Women in ETFs (WE) will host "Connections That Count: Building Your Professional Ecosystem" at Cambria Downtown PHX.

On Wednesday, starting at 10am eastern, the Nicsa team will host a webinar, entitled "CSSF Circular 24/856 — New Guidance on Regulated Funds and Investor Protection."

Also on Wednesday, starting at 2pm eastern, the MFDF team will host another webinar, entitled "15(c) for ETFs."

Also on Wednesday, starting at 4pm eastern, the team at the South chapter of WE will host an "ETFs For Elections & Golf Adventure" at Intown Golf Club - Buckhead in Atlanta.

Also on Wednesday, starting at 4:30pm eastern, the team at the Philadelphia chapter of WE will host a golf and networking event at Cedarbrook Country Club in Blue Bell, Pennsylvania.

On Thursday, the Fuse Research Network team will host their ninth annual Fuse Forum. The all-day conference will be held at the Harvard Club of Boston.

Also on Thursday, starting at 3:30pm eastern, the MFDF team will continue their In Focus series with a webinar entitled "Nuts & Bolts of Series Trust Director Responsibilities."

Also this week, on the defined contribution side of the industry, the teams at ASPPA, Broadridge, DCIIA, Paychex, PenChecks, PlanSponsor, PRP, the Sheridan Road Charitable Foundation, SS&C, and WIPN will host events. Our sister publication 401kWire has more details

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  1. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  2. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  3. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  4. IMEA Portfolio Construction Roundtable, September 24
  5. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  6. IMEA Models Roundtable, September 25
  7. Expect Miracles Atlantic Coast Classic 2025, September 29
  8. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  9. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  10. 10th annual Fuse Forum, October 8
  11. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  12. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  13. 2025 MMI Annual Conference, Oct 15-17
  14. Samfund Soiree Manhattan 2025, October 23
  15. Tiburon CEO Summit XLIX, Oct 27-29
  16. 2025 Sohn San Francisco Investment Conference, October 28
  17. Schwab Impact 2025, Nov 2-4
  18. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  19. MFDF In Focus webinar - Audit Committee Chair, November 5
  20. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  21. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  22. ALFI Roadshow to Houston, November 13
  23. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  24. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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