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Rating:Week In Preview, July 14 - 20 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 14, 2025

Week In Preview, July 14 - 20

Reported by Selma Khenissi, Reporter

Happy National Mac and Cheese Day!

Craig Pfeiffer
Money Management Institute
President, CEO
Tomorrow (July 15), the Money Management Institute (MMI) team will kick off the 2025 MMI Women in Advisory Solutions Forum. The two-day event will be held at BNY's offices in New York City.

Also tomorrow, at 7:30am eastern, BlackRock management will host an earnings call following the the release of their earnings report for the second quarter of 2025.

Also tomorrow at 8:30am eastern, JPMorgan Chase management will host an earnings call following the release of their Q2 2025 earnings report.

Also tomorrow, the MFDF team will continue their Director Discussion Series with an open forum in-person lunch meeting at the offices of Stradley Ronon in Philadelphia.

On Wednesday (July 16) at 2pm eastern, the MFDF team will host a webinar entitled "M&A and Consolidation in Asset Management."

On Thursday (July 17) at 1pm eastern, the Nicsa team will host a webinar entitled "How Trusted GenAI is Transforming Data Access in Asset Management."

Also on Thursday, at 2pm eastern, the MFDF team will host a webinar entitled "ETF Conversions."

Thursday is also the new deadline for entry submissions for the 2025 IMEA STAR Awards.

Also on Thursday, the Women in ETFs (WE) Denver team will host a pickleball social entitled "Dinks & Drinks," at The Sporty Pickle in Englewood, Colorado.

On Friday (July 18) at 8:30am eastern, Charles Schwab management will host a Summer Business Update.

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

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  1. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  2. WE South - How to Trade an ETF, October 14
  3. 2025 MMI Annual Conference, Oct 15-17
  4. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  5. Nicsa webinar - Board Considerations: Fiduciary Duties and Decision-Making In ETF Dual Share Adoption, October 15
  6. IMEA webinar - Rethinking Audience, Access, and Impact In Advisor-Facing Content, October 16
  7. WealthManagement.com webinar - Exploring the Longevity of the Manulife John Hancock/Boston Partners Collaboration, October 16
  8. WE Philadelphia - Fall Networking Happy Hour, October 16
  9. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  10. Nicsa webinar - ETF Dual Share Classes: Preparing For Operational Success, October 22
  11. Citywire Pro Buyer Los Angeles Retreat 2025, Oct 22-23
  12. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  13. Samfund Soiree Manhattan 2025, October 23
  14. Tiburon CEO Summit XLIX, Oct 27-29
  15. IDC Fund Directors Conference, Oct 27-29
  16. IMEA Leadership Planning Meeting, October 28
  17. IMEA Leadership Summit, Oct 28-29
  18. IMEA Rising Star luncheon, October 28
  19. IMEA Boutique Managers luncheon, October 28
  20. IMEA Philanthropic Day, October 28
  21. 2025 Sohn San Francisco Investment Conference, October 28
  22. Nicsa ALFI webinar - The Proposed New Luxembourg Carried Interest Regime: Elixir of Life for Luxembourg Investment Funds?, October 29
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. IMEA Digital Marketing Roundtable, November 5




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