Today the
Echelon Partners team
kicks off the eighth edition of their
Deals & Dealmakers Summit. The two-day conference is being held at the Island Hotel in Newport Beach, California.
| Susan Ferris Wyderko Mutual Fund Directors Forum President, CEO | |
On Thursday, the Mutual Fund Directors Forum (
MFDF) team will
hold an open forum in their
Director Discussion Series. The lunch meeting, which is only for U.S. mutual funds' independent directors and chief compliance officers, will be held at the Indian Harbor Yacht Club in Greenwich, Connecticut.
Also on Thursday, the U.S. Securities and Exchange Commission's (
SEC's) Investor Advisory Committee will
meet via a phone call, which the public can listen in on. The subject of the meeting is the
proxy process.
On Sunday, the
informa team is
kicking off their inaugural
Wealth/Stack conference on investing and technology. The three-day event is being held in Scottsdale, Arizona, at the Scottsdale Plaza Resort.
This week on the defined contribution side of the industry, the teams at
NAGDCA,
Relius,
RPAG, and
WiPN are all hosting events. Our sister publication,
401kWire, has more details. 
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