Today the Independent Directors Council (
IDC) is
kicking off its 2017
Fund Directors Conference. The three-day event is being held at the Fairmont Chicago Millennium Park in Chicago, Illinois. Speakers scheduled to take the main stage include:
Chad Renfro, head of enterprise cybersecurity at
Fidelity;
Jonathan Zeschin, independent director for
Matthews Asia Funds and chair of the IDC Governing Council; and many others.
Also today, the
Informa team is
kicking off Inside ETFs Europe. The three-day conference is being held at the Hilton Park Lane in London.
BNP Paribas Asset Management,
Deutsche Asset Management,
Morningstar,
MSCI, and a host of others are sponsoring.
Tonight
DST's kasina team will
kick off their 2017 national accounts summit with a dinner at Ilili in New York. The sessions will take place tomorrow at Convene in the TIAA building.
Matt Fronczke, senior distribution and product consultant at DST, will deliver the keynote.
Tomorrow the Fixed Income Analysts Society, Inc. (
FIASI) will
host a luncheon featuring
Jack Bogle, founder of
Vanguard and FIASI hall of famer. The lunch will be held at the Cornell Club in New York.
On Wednesday the
Opal Group team will
kick off their 2017
Family Office and Private Wealth Management Forum West. The three-day event is being held at the San Jose Convention Center in San Jose, California. Keynote speakers will include:
John Christianson, CEO of
Highland Private Wealth Management;
Adam Gazzaley, professor at UC San Francisco and founder and executive director of
Neuroscape; and
Sebastian Terry, author of
100 Things.
Altegris,
Encore Energy,
Global X,
Sixty West,
Vertical Venture Partners,
Wells Fargo Advisors, and a host of others are sponsoring the conference.
Also on Wednesday, the
Eaton Vance media relations team will
host an investment perspectives media luncheon at the Modern Restaurant in New York.
Bob Cunha, managing director of marketing and distribution strategy, will moderate the panel, and the panelists will include:
Richard Bernstein, CEO and chief investment officer of
Richard Bernstein Advisors;
Henry Peabody, diversified fixed income PM at Eaton Vance;
Eddie Perkin chief equity investment officer at Eaton Vance;
Eric Stein, co-director of global income at Eaton Vance; and
John Streur, president and CEO of
Calvert Research and Management.
Also on Wednesday, the Mutual Fund Education Alliance (
MFEA) team is
hosting a marketing summit at
Morningstar headquarters in Chicago. Speakers will include:
Neil Bathon, founder of
Fuse Research Network;
Andre Black, vice president of product at
Allego;
John Davis, director of communications and marketing at the
Royce Funds;
Jessica Douieb, head of digital solutions at
Goldman Sachs Asset Management;
Craig Dunham, general manager and vice president of financial services at
Seismic;
Ramsin Jajoo, head of asset management solutions, North America at M*;
Vicki Lester, head of intermediary marketing at
Columbia Threadneedle;
Mark Magnacca, president and co-founder of Allego;
Karrie Meehan, vice president of marketing at Fidelity Institutional Asset Management;
Kim Neuwirth, director of product management at
Narrative Science;
Bill Rader, national sales manager for DC I-O and wealth management at
American Century; and
Linda York, senior vice president of
Market Strategies International.
On Wednesday, after the marketing summit, the MFEA team will shift over to the JW Marriott Chicago for the trade group's 21st annual
STAR Awards celebration. The cocktail party and awards show is being sponsored by
Harvest,
Harvest Graphics,
Imprint, and
Powell Photography and Creative Services.
On Thursday Out@Morningstar will host its inaugural "Investing For Equality" panel discussion at M*'s headquarters in Chicago. Panelists will include:
Jeremy Glaser, editor of
Morningstar.com;
Jon Hale, director of sustainability research at M*; and
Matthew Patsky, CEO of
Trillium Asset Management.
On the 401(k) side of the industry, both
ASPPA and
Rekon Intelligence are hosting big conferences this week. Our sister publication
401kWire has the details. 
Edited by:
Neil Anderson, Managing Editor
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