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Rating:Week In Preview, March 14 - March 20 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, March 14, 2022

Week In Preview, March 14 - March 20

Reported by Neil Anderson, Managing Editor

Happy National Napping Day!

Jason Henry Brady
Thornburg Investment Management
President, CEO
Today, the Advisor2X team will wrap-up their two-day Retirement & Longevity Summit, which began yesterday at the Hotel Del Coronado near San Diego.

On Wednesday, starting at 2pm eastern, the Irish Funds team will host a seminar and cocktail reception at Convene at 237 Park Avenue in New York City. Then on Friday, starting at 8am eastern, they will host a breakfast seminar at Convene at 201 Washington Street in Boston.

Also on Wednesday, starting at 11am eastern, the Mutual Fund Directors Forum (MFDF) team will host the next webinar in their In Focus virtual roundtable series, this time focusing on ESG.

Also on Wednesday, starting at 4pm eastern, Jason Brady, CEO of Thornburg, will host webinar, entitled "Solving for Inflation, Interest Rates and Income."

On Friday, starting at noon eastern, the team at the Independent Directors Council (IDC) will host a webinar, entitled "BDC Board Oversight: A Deep Dive into Valuation."

Friday is also the deadline for asset managers to turn in their surveys for Pensions & Investments' annual survey of the largest money managers.

This week, on the defined contribution side of the industry, the teams at FIS, NAPA, Pentegra, Spark, and WIPN are hosting events. Our sister publication, 401kWire, has more details

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  1. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  2. Samfund Soiree Boston 2025, August 21
  3. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  4. ICI ETF Conference, Sep 8-10
  5. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  6. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  7. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  8. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  9. IMEA Content Management Roundtable, September 16
  10. IMEA 2025 Star Awards Celebration, September 16
  11. IMEA Marketing Summit, Sep 16-17
  12. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  13. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  14. IMEA Portfolio Construction Roundtable, September 24
  15. Expect Miracles Atlantic Coast Classic 2025, September 29
  16. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  17. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  18. 10th annual Fuse Forum, October 8
  19. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  20. 2025 MMI Annual Conference, Oct 15-17
  21. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  22. MFDF In Focus webinar - Audit Committee Chair, November 5
  23. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  24. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  25. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  26. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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