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Rating:Week In Preview, June 23 - 29 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 23, 2025

Week In Preview, June 23 - 29

Reported by Selma Khenissi, Reporter

Happy National Pecan Sandies Day!

Kunal Kapoor
Morningstar
CEO
Tomorrow (June 24), the InvestmentNews team will host their awards events, at the Edison Ballroom in New York City.

Also tomorrow, at 11am eastern, the MFDF team will continue their Director Discussion Series with an open forum via Zoom.

Also tomorrow, the Women in ETFs (WE) Chicago team will host a pre-Morningstar conference happy hour, at Monarch & Lion in Chicago.

Also tomorrow, the WE SoCal team will host an event entitled "Tariffs, Taxes & Tapas," at Cucina Enoteca in Irvine, California.

On Wednesday (June 25), the Morningstar team will kick off their 2025 Morningstar Investment Conference. The two-day event will be held at the Navy Pier in Chicago.

Also on Wednesday, the Independent Directors Council (IDC) team will host a Director Segment Meeting, with a focus on compliance oversight.

On Thursday (June 26) at 1pm eastern, the Investment Management Education Alliance (IMEA) team will host a webinar entitled "Global Branding: The Appeal and the Challenges."

Also on Thursday at 1pm eastern, the MFDF team will host an In Focus virtual meeting entitled "Strategic Preparation for Director Turnover."

Also on Thursday, the WE South team will host several Topgolf showdowns: one in Fort Myers, Florida; one in midtown Atlanta, Georgia; one in Ridgeland, Mississippi; and one in in Nashville, Tennessee.

Also this week, on the defined contribution side of the industry, the teams at DCIIA, PlanSponsor, WIPN, Spark, Waivz, WP&BC, ASEA, Broadridge, ERIC, ERISApedia, and ASPPA will host events. Our sister publication 401kWire has more details

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  1. Morningstar Investment Conference 2025, Jun 25-26
  2. IDC Director Segment Meeting - Compliance Oversight Peer Group, June 25
  3. WE South - TopGolf Showdown Tennessee, June 26
  4. WE South - TopGolf Showdown Mississippi, June 26
  5. WE South - TopGolf Showdown Florida, June 26
  6. WE South - TopGolf Showdown Georgia, June 26
  7. IMEA webinar - Global Branding: the Appeal and the Challenges, June 26
  8. MFDF In Focus webinar - Strategic Preparation for Director Turnover, June 26
  9. MFDF Director Discussion Series - Open Forum, July 9
  10. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  11. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  12. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  13. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  14. MFDF webinar - ETF Conversions, July 17
  15. MFDF Director Discussion Series - Open Forum (New York), July 22
  16. MFDF Ask Anything webinar - AI Edition, July 24
  17. MFDF webinar - Use of Derivatives by RICs, July 29
  18. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  19. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  20. ICI ETF Conference, Sep 8-10
  21. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  22. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  23. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  24. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  25. 2025 MMI Annual Conference, Oct 15-17
  26. MFDF In Focus webinar - Audit Committee Chair, November 5




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