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Rating:Week In Preview January 26 - February 1 Not Rated 1.0 Email Routing List Email & Route  Print Print
Monday, January 27, 2025

Week In Preview January 26 - February 1

Reported by Selma Khenissi, Reporter

Happy Better Business Communication Day!

Today (January 27), the Financial Services Institute (FSI) team will kick off their FSI OneVoice 2025 conference, which will take place at the Gaylord Texan Resort and Convention Center in Grapevine, Texas, through January 29.

Also today, the team at the Mutual Fund Directors Forum (MFDF) will kick off the 2025 MFDF Directors' Institute, to be held at the Park Hyatt Aviara in Carlsbad, California, through January 29.

Tomorrow (January 28) at 2pm eastern, the Investment Management Education Alliance (IMEA) team will host a 2025 outlook webinar.

Also tomorrow at approximately 7am eastern, the Invesco team will release their earnings report for the fourth quarter of 2024. Management will host an earnings call at 9am eastern.

On Wednesday (January 29) at 1pm eastern, the Nicsa team will host a webinar entitled "An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers."

Also on Wednesday, at 5pm eastern, the Raymond James Financial team will release results for their fiscal first quarter of 2025. Management will host an earnings call at 5pm eastern.

On Thursday (January 30) at 4:30pm central, the WE South — Dallas team will host a panel discussion on the Texas Stock Exchange at Texas Capital Bank in Dallas, Texas.

On Friday (January 31), the Virtus Investment Partners, Inc. (VRTS) team will release results for Q4 2024. Management will host an earnings call at 10am.

Also on Friday at approximately 8:30am eastern, the Franklin Templeton (BEN) team will release results for their fiscal Q1 2025. Management will host a conference call at 11am eastern.

Also on Friday at 7:30am eastern, the Janus Henderson (JHG) team will release their Q4 2024 results. Management will host an earnings call at 9am eastern.

Also this week, on the defined contribution side of the industry, the teams at WIPN, Spark Institute, ARA, WP&BC, and That401kSite.com will host 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
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  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
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  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
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  20. Nicsa webinar - Scaling Operations In a Data-Intensive World, May 13
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  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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