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Rating:Week In Preview, September 16 - September 22 Not Rated 1.0 Email Routing List Email & Route  Print Print
Monday, September 16, 2024

Week In Preview, September 16 - September 22

Reported by Neil Anderson, Managing Editor

Happy Mayflower Day!

Mehdi Asif Mahmud
First Eagle Investment Management, LLC
President, CEO
Today, starting at 1pm eastern, the team at the Independent Directors Council (IDC) will host a webinar, entitled "Core Responsibilities of Fund Directors."

Also today, starting at 5pm pacific, the team at the SoCal chapter of Women in ETFs (WE) will host a welcome mixer, at the Future Proof Festival, at the Hyatt Regency Huntingon Beach Lighthouse Courtyard."

Tomorrow, the First Eagle Investments team is hosting a media breakfast briefing at their headquarters in New York City. The theme is "The Election, the Fed and the Markets: Shaping the Investment Landscape."

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "MFDF Spotlight on New Product Development."

On Wednesday, the Nicsa team will host a webinar, entitled "The Pulse on Tailored Shareholde Reports Implementation: Impacts and Outlooks."

Also on Wednesday, the team at the Money Management Institute (MMI) will host their 2024 MMI Institutional Roundtable. The inaugural event will be held at Lazard's offices in New York City.

On Thursday, the team at the Investment Management Education Alliance (IMEA) will host their Portfolio Construction Roundtable at John Hancock's offices in Boston. The event will be preceeded by a networking dinner on Wednesday at the Banks Seafood and Steak.

On Sunday, the team at the Investment Company Institute (ICI) will kick off their 2024 Tax and Accounting Conference (TAC). The four-day event will be held at the Boca Raton in Boca Raton, Florida.

Also this week, on the defined contribution side of the industry, the teams at ARA, Broadridge, ERISApedia, LIMRA, NAPA, PlanSponsor, Spark, WEB, and WIPN are hosting events. Our sister publication 401kWire has more details

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  1. MFDF webinar - Strategic ETF Launch and Listing Oversight for Independent Fund Boards, April 7
  2. MFDF webinar - MPI's Annual Survey of Investment Firm Profitability and Economies of Scale, April 8
  3. IDC Foundations For Fund Directors, Apr 8-9
  4. IMEA webinar - The Future of Sales in the Intermediary Channel and the Evolving Role of the Internal Salesperson, April 8
  5. IDC webinar - Alternative Investments Briefing For Fund Directors: Introduction to Interval Funds, April 13
  6. MFDF Director Discussion Series - Open Forum, April 14
  7. WE SoCal - DTLA Networking Lunch, April 15
  8. MFDF Director Discussion Series - Open Forum, April 16
  9. Tiburon CEO Summit L, Apr 20-22
  10. 2026 MMI Thrive Forum, Apr 21-22
  11. WE PNW - Wealth and Finance Career Conference, April 22
  12. IMEA Distribution Summit, April 22
  13. Nicsa webinar - From AI Hype to Business Impact: Asset Management Insights, Applications and Governance, April 22
  14. MFDF Spotlight webinar - Key Findings and Insights from MFDF's Fund Board Composition Survey, April 22
  15. IDC Fund Directors Workshop, April 29 - May 1
  16. ICI Leadership Summit, April 29 - May 1
  17. IMEA Alternatives Roundtable, April 30
  18. 7th Annual Expect Miracles Foundation Distance Challenge, May 12-19
  19. New York Sohn Investment Conference, May 12
  20. Nicsa webinar - Scaling Operations In a Data-Intensive World, May 13
  21. Envestnet Elevate 2026, May 19-20
  22. ICI ETF Conference, Jun 8-10
  23. Wealth Management EDGE, Jun 9-11
  24. Morningstar Investment Conference 2026, Jun 17-18
  25. ETF Breakthru Connect, Jun 23-24
  26. Crane Data's Money Fund Symposium, Jun 24-26




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