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Rating:Week In Preview, March 13 - March 19 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, March 13, 2023

Week In Preview, March 13 - March 19

Reported by Neil Anderson, Managing Editor

Happy National K9 Veterans Day!

Eric Pan
Investment Company Institute
President, CEO
On Wednesday, starting at 8am eastern, the team at Irish Funds will host their Boston breakfast seminar at the Convene at One Boston Place.

Also on Wednesday, starting at 10am eastern, the Nicsa team will host a webinar, entitled "VaR Rules in Europe and the US: Compliance and Beyond."

On Thursday, starting at 2:30pm eastern, the Irish Funds team will host their New York Seminar at the Convene at 237 Park Avenue.

Also on Thursday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Fallout from the SEC's Swing Pricing and Hard Close Proposals: Operational Hurdles Boards Need to Know About."

On Sunday, the team at the Investment Company Institute (ICI) will kick off their 2023 Investment Management Conference (IMC). The four-day event will be held at the JW Marriott Desert Springs in Palm Desert, California.

This week, on the defined contribution side of the industry, the teams at Altigro, Fi360, Janus Henderson, Nationwide, P&I, Spark Institute, Trinity, and WIPN are hosting events. Our sister publication, 401kWire, has more details

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  1. MMI Executive IQ - cohort 4, Jun 3-6
  2. 2024 MMI Board of Governors Retreat, Jun 3-5
  3. ICI webinar - Improving Fund Proxy Campaigns — Viewpoints from the Proxy Service Firm, June 4
  4. MFDF Conference of Fund Leaders Forum, June 5
  5. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  6. WE Boston - Women In Wine, June 11
  7. IMEA Digital Marketing Roundable, June 12
  8. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  9. 2024 Nicsa Fearless Leadership Symposium, June 12
  10. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  11. Expect Miracles East Coast Classic 2024, June 13
  12. WE South - Female Finance Connect, June 13
  13. IMEA webinar - Snapshot on the Talent Landscape, June 18
  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
  18. Morningstar Investment Conference Conference 2024, Jun 26-27
  19. 2024 MMI Institutional Roundtable, June 26
  20. WE PNW Seattle - Pickleball and Networking, June 27
  21. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
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  24. IMEA Portfolio Construction Roundtable, September 19
  25. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
  26. 2024 MMI Annual Conference, Oct 15-17




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