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




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