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Rating:Week In Preview, March 24 - March 30  Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, March 24, 2025

Week In Preview, March 24 - March 30

Reported by Selma Khenissi, Reporter

Happy National Cheesesteak Day!

Craig Pfeiffer
Money Management Institute
President, CEO
Today (March 24), the Exchange team's Exchange ETF Conference will continue at Virgin Hotels in Las Vegas. The conference will wrap up on Wednesday (March 26).

Tomorrow (March 25) at 2pm eastern, the Investment Management Education Alliance (IMEA) team will host a webinar entitled "Catalyzing Content Marketing Productivity & Engagement with GenAI."

On Wednesday at 1pm eastern, the Nicsa team will host a webinar entitled "AI Behind the Scenes: Advancing Back-Office Operations."

Also on Wednesday, at 2pm eastern, the Independent Directors Council (IDC)'s Compliance Oversight Peer Group will host a meeting.

Also on Wednesday, at 12pm eastern, the IDC team will host a webinar entitled "Implementing the Names Rule Amendments: Practical Implications for Board Oversight."

On Thursday (March 27), the team at the Money Management Institute (MMI) will kick off its 2025 MMI Summit. The conference will be held at the Marriott Harbor Beach Resort and Spa, located in Fort Lauderdale, Florida, though Friday, March 28.

Also on Thursday, at 5:30pm eastern, the Expect Miracles New York Young Professional team will host a Battle of the Bartenders fundraising event, at Tailor Public House in New York City.

Also on Thursday, the Citywire team will kick off its 2025 Citywire Miami Retreat. The conference will be held at the Loews Coral Gables through Friday.

Also on Thursday, the Women in ETFs (WE) Pacific Northwest team will host a charcuterie experience, at K&L Gates in Seattle, Washington.

Also this week, on the defined contribution side of the industry, the teams at Spark, ERIC, EBRI, ASPPA, and WIPN 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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