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Rating:Week In Preview, November 4 - November 10 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 4, 2024

Week In Preview, November 4 - November 10

Reported by Neil Anderson, Managing Editor

Happy Job Action Day!

Jennifer M. "Jenny" Johnson
Franklin Resources, Inc. (dba Franklin Templeton)
President, CEO
Today, the team at Affiliated Managers Group, Inc. (AMG) is releasing their earnings report for the third quarter of 2024. Management will host an earnings call at 8:30am eastern.

Also today, at about 8:30am eastern, the team at Franklin Resources Inc. (BEN, dba Franklin Templeton) will release their earnings report for their fiscal Q4 2024 (which ended on September 30). Management will host an earnings call at 11am eastern.

Also today, after the market closes in the afternoon, the Voya Financial, Inc. (VOYA) team will release their Q3 2024 earnings report. Management will host an earnings call at 10am eastern tomorrow (Tuesday, November 5.

On Wednesday (November 6), the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum in Denver at Morrison Foerster's offices.

Also on Wednesday, starting at 5pm central, the team at the Chicago chapter of Women in ETFs (WE) will host their annual mentorship dinner at the Gage.

On Thursday (November 7), the team at Diamond Hill Investment Group, Inc. (DHIL) will release their Q3 2024 earnings report.

Also on Thursday, after the market closes in the afternoon, the Envestnet (ENV) team will host their Q3 2024 earnings report. Yet management will not host an earnings call or provide Q4 guidance, in light of Bain Capital's pending acquisition of Envestnet.

Also on Thursday, starting at 5pm eastern, the team at the WE South chapter will host their 2nd annual Deep Dive Into U.S. Offshore, this time at the W in Miami.

Also this week, on the defined contribution side of the industry, the teams at ASPPA, Broadridge, Corebridge, Equitable, PlanAdviser, PSCA, Spark, and WIPN are hosting events. Our sister publication 401kWire has more details

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  1. WE Philadelphia - Fall Networking Happy Hour, October 16
  2. IMEA webinar - Rethinking Audience, Access, and Impact In Advisor-Facing Content, October 16
  3. WealthManagement.com webinar - Exploring the Longevity of the Manulife John Hancock/Boston Partners Collaboration, October 16
  4. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  5. Nicsa webinar - ETF Dual Share Classes: Preparing For Operational Success, October 22
  6. Citywire Pro Buyer Los Angeles Retreat 2025, Oct 22-23
  7. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  8. Samfund Soiree Manhattan 2025, October 23
  9. Tiburon CEO Summit XLIX, Oct 27-29
  10. IDC Fund Directors Conference, Oct 27-29
  11. 2025 Sohn San Francisco Investment Conference, October 28
  12. IMEA Leadership Planning Meeting, October 28
  13. IMEA Leadership Summit, Oct 28-29
  14. IMEA Rising Star luncheon, October 28
  15. IMEA Boutique Managers luncheon, October 28
  16. IMEA Philanthropic Day, October 28
  17. Nicsa ALFI webinar - The Proposed New Luxembourg Carried Interest Regime: Elixir of Life for Luxembourg Investment Funds?, October 29
  18. Schwab Impact 2025, Nov 2-4
  19. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  20. MFDF In Focus webinar - Audit Committee Chair, November 5
  21. IMEA Digital Marketing Roundtable, November 5
  22. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  23. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  24. ALFI Roadshow to Houston, November 13
  25. 2025 Expect Miracles In Boston Gala, November 13
  26. ICI Retail Alternatives and Closed-End Funds Conference, November 20




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