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Rating:Week In Preview, October 19-25 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 19, 2020

Week In Preview, October 19-25

Reported by Neil Anderson, Managing Editor

Tomorrow, starting at 1pm eastern, the SunStar Strategic team will host their Virtual Small Funds Conference.

Kathryn Morrison
SunStar Strategic
President, CEO
Also tomorrow, starting at 3pm eastern, the Fixed Income Analysts Society, Inc. (FIASI) team will host their 2020 online Women in Fixed Income Conference.

Also tomorrow, starting at 1pm eastern, the Investment Company Institute (ICI) team will host a webinar on "The Intermediary's Perspective: The Good, the Bad, and the Ugly of Oversight."

Also tomorrow, starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar, entitled "All About Board Committees."

On Wednesday, the Independent Directors Council (IDC) team will kick off their 2020 virtual Fund Directors Conference, a two-day event.

Also on Wednesday, the team at Northern Trust will release their Q3 earnings report. Management will host an earnings call at 10am eastern.

Also on Wednesday, starting at 6pm eastern, the Expect Miracles Foundation's team's YPEM Boston and NYC groups will host their Virtual Trivia Event. Registration ends at 5pm tomorrow.

On Thursday, starting at 2pm eastern, the Nicsa team will host a webinar, titled "Sales and Asset Forecasting: Modeling in an Evolving Global Economy." The event is sponsored by Delta Data.

Also on Thursday, at 12pm eastern, the the Money Management Institute (MMI) team will host a virtual awards ceremony for the winners of this year's MMI/Barron's Industry Awards. Then on Friday, the MMI team will host the closing general sessions of their 2020 MMI Annual Conference virtual event series.

This week on the defined contribution side of the industry, the teams at Advisor2X, NAGDCA, NAPA, That401ksite.com, and Wells Fargo are hosting online events. Our 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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