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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. 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
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  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
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  16. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
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  24. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  25. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
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