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Rating:Week In Preview, February 22 - February 28 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, February 22, 2021

Week In Preview, February 22 - February 28

Reported by Neil Anderson, Managing Editor

This afternoon, starting at 1pm eastern, the ProShares team will host a webcast, entitled "Demystifying Thematic ETFs: Positioning the Story Behind Them."

James "Jim" Fitzpatrick
Nicsa
President, CEO
On Wednesday, the Nicsa team will kick off their 2021 Strategic Leadership Forum. The three-day virtual conference's theme is "The Year of the Relationship."

Also on Wednesday, starting at 11:15am eastern, the Mutual Fund Directors Forum (MFDF) team will continue their Director Discussion Series with another open forum via Zoom, this time for independent directors and chief compliance officers based on the West Coast. Then on Thursday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "ESG, Proxy Voting and Engagement — Where DOL and SEC Regulation has Been and Where it May be Going."

Also on Wednesday, starting at 12pm eastern, the DAI Partners team will host their next Tearing Down the Pink Wall media briefing. The online event is themed "Outlook 2021: Diversity in the World of Financial Services, Asset Allocation and ESG Trends."

Also on Wednesday, the Credit Suisse team will kick off their 22nd annual Financial Services Forum. This time the three-day event will be virtual. Seth Bernstein, president and CEO of AllianceBernstein, and Ali Dibadj, chief financial officer of AB, will speak at the conference on Thursday, as will Allison Dukes, CO of Invesco.

Nominations for the 2020 ETF.com Awards are due by Sunday. Winners will be honored at a virtual event in April.

This week, on the defined contribution side of the industry, the teams at the DoL, Fi360, and WiPN will host online events. MFWire's sister publication, 401kWire, has more details

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  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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