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Rating:Week In Preview January 26 - February 1 Not Rated 0.0 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. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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