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




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