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Rating:Week In Preview, May 19 - 26 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, May 19, 2025

Week In Preview, May 19 - 26

Reported by Selma Khenissi, Reporter

Happy Plant Something Day!

The Expect Miracles team will continue its 6th annual distance challenge today and wrap it up tomorrow (May 20).

Also tomorrow, at 2pm eastern, the Investment Company Institute (ICI) team will host a webinar entitled "EDGAR Next and Amended Form ID: What It Is, What You Need to Know and Next Steps."

Also tomorrow, at 8am eastern, the Investment Management Education Alliance (IMEA) team will host a National Accounts Summit, at 101 Park Avenue in New York City.

Also tomorrow, at 2pm eastern, the MFDF team will host a Series Trust Funds webinar entitled "Board Oversight 101."

Also tomorrow, the Women in ETFs (WE) Pacific Northwest team will host a mentorship program meeting, at Pacific Portfolio Consulting, LLC in Seattle.

On Wednesday (May 21), the IMEA team will open nominations for their annual STAR Awards.

On Thursday (May 22) at 2pm, the MFDF team will host a webinar entitled "Mutual Fund Director Compensation: The MPI Annual Survey (2025)."

MFWire will be closed next Monday, May 26 for the Memorial Day market holiday.

Also this week, on the defined contribution side of the industry, the teams at DCIIA, Spark, WIPN, Broadridge, and Trucker Huss, will host events. Our sister publication 401kWire has more details

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  1. IMEA webinar - Catch the AI Wave: A Practical Guide to Moving From Experimentation to Impact, August 4
  2. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  3. Samfund Soiree Boston 2025, August 21
  4. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  5. ICI ETF Conference, Sep 8-10
  6. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  7. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  8. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  9. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  10. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  11. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  12. IMEA Portfolio Construction Roundtable, September 24
  13. Expect Miracles Atlantic Coast Classic 2025, September 29
  14. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  15. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  16. 10th annual Fuse Forum, October 8
  17. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  18. 2025 MMI Annual Conference, Oct 15-17
  19. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  20. MFDF In Focus webinar - Audit Committee Chair, November 5
  21. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  22. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  23. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  24. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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