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Rating:Week In Preview, November 18 - 24 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 18, 2024

Week In Preview, November 18 - 24

Reported by Neil Anderson, Managing Editor

Happy birthday to Mickey and Minnie!

The Mutual Fund Directors Forum (MFDF) team has postponed a webinar on "AI and Fund Compliance" that was planned for today. The online event has been rescheduled for January 21.

Tomorrow (Tuesday, November 19), the Schwab Advisor Services team will kick off Schwab IMPACT 2024. The three-day event is in its 34th year and will be held at the Moscone Center in the company's former hometown of San Francisco.

Also tomorrow, starting at 9:30am eastern, the T. Rowe Price team will host a 2025 global market outlook virtual press briefing, covering the firm's 42nd annual global market outlook.

Also tomorrow, starting at 2pm eastern, the MFDF team will host a webinar, entitled "The Power of Custom In-Kind Baskets."

On Wednesday (November 20), starting at 12pm eastern, the Hennessy team will host their 176thg annual market outlook press luncheon, again at Mastro's Steakhouse in New York City.

Also on Wednesday, starting at 7pm pacific, the team at Women in ETFs (WE) will host an IMPACT 2024 networking reception at OZUMO in San Francisco.

On Thursday (November 21), starting at 2pm eastern, the MFDF team will host a webinar, entitled "Mutual Fund CCO Compensation: The MPI Annual Survey Update."

Also on Thursday, starting at 2pm eastern, the team at the Investment Management Education Alliance (IMEA) will host a webinar on "Leveraging AI for Video and Event Marketing in Asset Management."

Also this week, on the defined contribution side of the industry, the teams at ASPPA, Broadridge, ERIC, ERISApedia, NAPA, PlanSponsor, Spark, WEB, WIPN, and WP&BC 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. 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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