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Rating:Week In Preview, August 9 - August 15 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, August 9, 2021

Week In Preview, August 9 - August 15

Reported by Neil Anderson, Managing Editor

Happy New Year!

Laura Allison Dukes
Invesco Ltd.
Senior Managing Director, Chief Financial Officer
On Wednesday, the UBS investment banking team will kick off their Financial Services Conference. The two-day, online event will feature a number of speakers, including Allison Dukes, chief financial officer of Invesco.

Friday is the nomination deadline for the 2021 MMI/Barron's Industry Awards. Self-nominations are restricted to one per firm in each of the award categories and must be accompanied by a nomination of a different firm in a different category. The Money Management Institute (MMI) team will reveal the finalists on the week of September 6, and the winners will be revealed at the 2021 MMI Annual Conference in Denver on October 21.

This week, on the defined contribution side of the industry, the teams at Columbia Threadneedle, Fi360, GRPAA, LeafHouse, and OneAmerica will host 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
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  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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