Week In Preview, May 13 - May 19
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an InvestmentWires' Publication
Monday, May 13, 2024

Week In Preview, May 13 - May 19

Happy National Women's Check-Up Day!

Annette Janecka Lege
Allspring Global Investments
Incoming Chief Financial Officer
Today, the Envestnet team is kicking off their 2024 Envestnet Elevate conference. The three-day event is being held at the Phoenix Convention Center.

Also today, Informa's team is kicking off their 2024 WealthManagement Edge conference (which incorpoates InsideETFs). The four-day event is being held at the Diplomat Beach Resort in Hollywood, Florida. Tomorrow, the U.S. team at Women in ETFs (WE) will host their 10th annual event at the conference.

Also today, the team at the Association of the Luxembourg Fund Industry (ALFI) will host their Boston golf tournament, followed by a lunch-time seminar as part of their roadshow to the USA. Both events will be held at Granite Links Golf Club in Quincy, Massachusetts.

Also today, Annette Lege is scheduled to join Allspring Global Investments as chief financial officer.

Tomorrow, the team at the Expect Miracles Foundation (tagline "Financial Services Against Cancer") will kick off their 5th annual distance challenge. The fundraiser will conclude on the following Tuesday, May 21.

Also tomorrow, the ALFI team will bring their USA roadshow to the New York City area for a golf tournament at Beacon Hill Country Club in Atlantic Highlands, New Jersey.

Also tomorrow, the team at the Investment Management Education Alliance (IMEA) will host their CMO Roundtable at Columbia Threadneedle's offices in Boston.

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a callback webinar, the "Improvisational Leader."

Also tomorrow, starting at 4:30pm central, the teams at the Investment Company Institute (ICI) and the Association of Securities and Exchange Commission Alumni (SEC) will host an event celebrating 100 years of open-end mutual funds. The event will be held DFA's offices in Austin, Texas.

On Wednesday, starting at 5:30pm eastern, the teams at Women In ETFs Boston, Boston Women In Finance, the CFA Society Boston, the Massachusetts Society of CPAs, the Women's Initiative of the Massachusetts Financial Planning Association, Women in Investing: Networking & Supporting (WINS), and Women Investing in a Sustainable Economy (WISE) will team up to host a spring networking event at Tia's on the Waterfront.

On Thursday, the ALFI team will continue their USA roadshow with seminar at the New York Athletics Club.

Also on Thursday, the team at the division of Investment Management (IM) at the U.S. Securities and Exchange Commission (SEC) will host their second annual Conference on Emerging Trends in Asset Management. The event will be held at regulatory agency's headquarters in Washington, D.C.

Also on Thursday, starting at 1pm eastern, the MFDF team will continue their In Focus series with a webinar entitled "Making Sense of ESG: A Morningstar Guide."

Also on Thursday, starting at 6pm pacific, the team at the SoCal chapter of WE will host a pickleball tournament at the Tennis & Pickleball Club at Newport Beach.

Also this week, on th defined contribution side of the industry, the teams at Broadridge, DCIIA, EBRI, ERIC, Faegre Drinker, P&I, PSCA, Spark, Trucker Huss, and WIPN will host events. Our sister publication 401kWire has more details.

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