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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. 2024 Closed-End Fund Conference, November 12
  2. MFDF webinar - ETF Share Class, November 12
  3. MMI webinar - Investment Advisory Pulse Survey Results: 'Great Expectations', November 12
  4. WE Phoenix - Mentorship Program Launch, November 12
  5. WE SoCal - Peace of Mind and Portfolio In 2025, November 12
  6. MMI webinar - The Past, Present, and Future of Alternative Investments in the Wealth Management Industry, November 13
  7. MFDF Director Discussion Series - Open Forum (Los Angeles), November 13
  8. MFDF Director Discussion Series - Open Forum (San Francisco), November 14
  9. WE Philadelphia panel discussion - ETF multi-share class, November 14
  10. Expect Miracles In Boston 2024, November 14
  11. WE Denver - wine tasting and networking, November 14
  12. IDC webinar - 2024 Post-Election Insights: Implications for Fund Boards and the Asset Management Industry, November 14
  13. 31st Annual Baron Investment Conference, November 15
  14. MFDF webinar - AI and Fund Compliance, November 18
  15. MFDF webinar - The Power of Custom In-Kind Baskets, November 19
  16. Schwab Impact 2024, Nov 19-21
  17. MFDF webinar - Mutual Fund CCO Compensation: the MPI Annual Survey Update, November 21
  18. IDC Foundations for Fund Directors, Dec 4-5
  19. MFDF webinar - BDC Board Service 101, December 10
  20. MFDF webinar - ETF Product Trends: Board Implications, December 11
  21. MFDF webinar - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms, December 18
  22. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  23. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025
  24. The 36th Sub-Advised Funds Forum, April 29 - 30, 2025




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