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Rating:Week In Preview, August 5 - August 11 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, August 5, 2024

Week In Preview, August 5 - August 11

Reported by Neil Anderson, Managing Editor

Happy Simplify Your Life Week!

On Wednesday, starting at 4:30pm eastern, the team at the Philadelphia chapter of Women in ETFs (WE) will host their 2024 "Dress to Impress" at Anthropologie in Devon, Pennsylvania.

On Thursday afternoon, after the market closes, the Victory Capital Holdings, Inc. (VCTR) team will release their earnings report for the second quarter of 2024. Management will host an earnings call on Friday at 8am eastern.

Also on Thursday, starting at 2:45pm eastern, the teams at the South chapter of WE, FPA of Miami, Tidal Financial Group, and Simplify will host Female Finance Connect at Astra in Miami.

Also this week, on the defined contribution side of the industry, the teams at Alight, Broadridge, Sheri Fitts & Co, Spark, and WIPN will host 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. WE PNW Seattle - Boat Cruise, August 21
  4. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  5. ICI ETF Conference, Sep 8-10
  6. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  7. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  8. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  9. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  10. IMEA Content Management Roundtable, September 16
  11. IMEA 2025 Star Awards Celebration, September 16
  12. IMEA Marketing Summit, Sep 16-17
  13. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  14. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  15. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  16. IMEA Portfolio Construction Roundtable, September 24
  17. Expect Miracles Atlantic Coast Classic 2025, September 29
  18. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  19. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  20. 10th annual Fuse Forum, October 8
  21. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  22. 2025 MMI Annual Conference, Oct 15-17
  23. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  24. MFDF In Focus webinar - Audit Committee Chair, November 5
  25. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  26. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13




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