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Rating:Week In Preview, May 20 - May 27 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, May 20, 2024

Week In Preview, May 20 - May 27

Reported by Neil Anderson, Managing Editor

Happy World Bee Day!

Eric Pan
Investment Company Institute
President, CEO
The 5th annual distance challenge of the Expect Miracles Foundation ("Financial Services Against Cancer") will wrap up tomorrow after beginning last week.

Tomorrow, the team at the Investment Company Institute (ICI) will kick off their 2024 ICI Leadership Summit. The three-day event is being held at the JW Marriott in Washington, D.C. The team at the Independent Directors Council (IDC) will host their 2024 IDC Fund Directors Workshop alongside the ICI Leadership Summit.

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar on the results of MPI's annual survey on mutual fund director compensation.

On Wednesday, the team at the Charles Schwab Corporation will host their inaugural institutional investor day.

Also on Wednesday, starting at 1pm eastern, the team at the Investment Management Education Alliance (IMEA) will host a webinar, entitled "Opportunities in the Evolving Wealth Management Market."

On Thursday, the team at Raymond James Financial, Inc. will host their annual analyst & investor day.

Also on Thursday, starting at 4:30pm eastern, the team at the SoCal chapter of Women in ETFs (WE) will host "How to Lead With Impact," a fireside chat with Lorraine Lee at DoubleLine's offices in Los Angeles.

MFWire will be closed next Monday for the Memorial Day market holiday.

Also this week, on the defined contribution side of the industry, the teams at Broadridge, ERIC, ERISApedia, Judy Diamond, Spark, and WIPN will host 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
  22. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  23. MFDF Director Discussion Series - Open Forum (New York), July 23
  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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