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Rating:Week In Preview, October 5-11 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 5, 2020

Week In Preview, October 5-11

Reported by Neil Anderson, Managing Editor

Tomorrow, starting at 10am eastern, the Investment Company Institute (ICI) team will wrap up their 2020 virtual Tax and Accounting Conference (ICI TAC).

Mitchell E. "Mitch" Harris
BNY Mellon Investment Management
Retiring CEO
Also tomorrow, starting at 1pm eastern, the team at the Money Management Institute (MMI) will kick off their 2020 MMI Annual Conference virtual event series. The online event — transformed from what would have been a three-day in-person event next week in Charlotte, North Carolina — will now be spread out between afternoon sessions on October 6 (tomorrow), October 13, and October 23.

Also tomorrow, the Sohn Conference Foundation team will host their 2020 SohnX San Francisco Investment Conference, part of the new SohnX global initiative.

Also tomorrow, the Advisor Perspectives team will kick off their AP Thought Leader Summit 2020, a two-day virtual event for financial advisors.

Word is that Wednesday will be Mitch Harris' last day at BNY Mellon. He is retiring after serving as CEO of BNY Mellon Investment Management.

Also Wednesday, NICSA team will kick off their 2020 General Membership Meeting (NICSA GMM). The three-day conference will be virtual this year.

This week, on the defined contribution side of the business, the teams at Advisor2X, ASPPA, NAGDCA, and Wells Fargo are hosting online events. Our sister publication, 401kWire, has more details

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  2. 2024 MMI Board of Governors Retreat, Jun 3-5
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  14. 2024 MMI National Accounts Roundable, June 18
  15. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  16. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  17. New York YPEM Cornhole Classic, June 25
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