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Rating:Week In Preview February 3 - 9 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, February 3, 2025

Week In Preview February 3 - 9

Reported by Selma Khenissi, Reporter

Happy National Golden Retriever Day!

Eric Pan
Investment Company Institute
President, CEO
Today, the Investment Company Institute (ICI) team will kick off its 2025 ICI Innovate conference, which will focus on the intersection of technology and fund operations. The conference, which will run through Wednesday, February 5, will take place at the Hyatt Regency Huntington Beach Resort and Spa hotel in Huntington Beach, California.

Tomorrow (February 4), the Money Management Institute (MMI) team will host their Darden-in-Residence II residency program at the University of Virginia Darden School of Business, through Thursday, February 6.

Also tomorrow, at 1pm eastern, the Artisan Partners Asset Management team (APAM) will host a conference call following the release of their earnings report for the fourth quarter of 2024 and full year 2024 results.

Also tomorrow, Prudential Financial (PRU) management (Pru is PGIM's parent) will host a conference call following the release of their results for Q4 2024.

On Wednesday (February 5) at 8:30am eastern, the Investment Management Education Alliance (IMEA) team will host a leadership planning meeting at Natixis Investment Managers in Boston.

Also on Wednesday, at 1pm eastern, the Nicsa team will host a webinar entitled "AI in Operations: Boosting Productivity for Wealth & Asset Management Firms."

On Thursday (February 6) at 10am central, AllianceBernstein L.P. and the AllianceBernstein Holding L.P. (AB) management will host a conference call following the release of Q4 2024 results.

Also on Thursday at 1pm eastern, the MFDF team host a virtual discussion entitled "In Focus: Understanding Distribution — What the Data Can Tell You."

Also on Thursday, at 8:30am eastern, the Affiliated Managers Group (AMG) team will host an earnings call following the release of their Q4 2024 earnings report.

Also this week, on the defined contribution side of the industry, the teams at Spark Institute, ASPPA, PlanSponsor, WAIVZ, Voya, Broadridge, Equitable Holdings, Inc., Lincoln, and Principal will host events. Our sister publication 401kWire has more details

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  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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