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Rating:Week In Preview, October 14 - October 20 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 14, 2024

Week In Preview, October 14 - October 20

Reported by Neil Anderson, Managing Editor

Happy Columbus Day and happy Indigenous Peoples' Day!

Tomorrow, the team at the Money Management Institute (MMI) will kick off their 2024 MMI Annual Conference. The sold-out, three-day event will be held at the Sheraton & Le Méridien Charlotte Hotel in Charlotte, North Carolina.

Also tomorrow, at the Hyatt Regency in San Francisco, the teams at the Sohn Conference Foundation and the Excellence in Investing for Children's Causes Foundation will host their 2024 Sohn San Francisco Investment Conference. This will be the 15th annual iteration of the event.

Also tomorrow, starting at 8:30am eastern, the Charles Schwab Corporation (SCHW) will host their fall business update via a public webcast.

Also tomorrow morning, at about 7:30am easten, the team at State Street Corporation (STT) will release their earnings report for the third quarter of 2024. Management will host an earnings call at 12pm.

On Wednesday, starting at 11am central, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Seies will an open forum at PWC's offices in Kansas City, Missouri.

Also on Wednesday, at 7:30am eastern, the Morgan Stanley (MS) team will release their Q3 2024 earnings report. Management will host an earnings call at 8:30am.

Also on Wednesday, starting at 2pm eastern, the team at the San Francisco chapter of Women in ETFs (WE) will host a networking event and panel discussion on wealth trends, challenges and opportunities, at Goldman Sachs' offices in the city.

On Thursday, starting at 3pm eastern, the team at the Investment Company Institute (ICI) will host their next Talent Connection webinar.

Also on Thursday, startinng at 5pm eastern, the team at the Washington, D.C. chapter of WE will host their inaugural Baltimore happy hour at World of Beer in Owings Mills, Maryland.

Also this week, on the defined contribution side of the industry, the teams at Advisor2X, ASPPA, P&I, Spark, 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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