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




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